Dimensional Fund Advisors LP Increases Position in The Walt Disney Company $DIS

Dimensional Fund Advisors LP increased its stake in shares of The Walt Disney Company (NYSE:DIS) by 3.6% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 8,051,807 shares of the entertainment giant’s stock after purchasing an additional 279,904 shares during the quarter. Dimensional Fund Advisors LP owned approximately 0.45% of Walt Disney worth $921,947,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in DIS. Copeland Capital Management LLC purchased a new position in shares of Walt Disney in the 3rd quarter worth approximately $25,000. Strengthening Families & Communities LLC acquired a new stake in Walt Disney in the third quarter valued at approximately $29,000. Pilgrim Partners Asia Pte Ltd purchased a new position in Walt Disney in the third quarter worth $33,000. Bare Financial Services Inc increased its position in shares of Walt Disney by 48.5% during the third quarter. Bare Financial Services Inc now owns 291 shares of the entertainment giant’s stock worth $33,000 after purchasing an additional 95 shares in the last quarter. Finally, Total Investment Management Inc. purchased a new stake in shares of Walt Disney during the 2nd quarter valued at $37,000. Hedge funds and other institutional investors own 65.71% of the company’s stock.

Wall Street Analyst Weigh In

Several research analysts recently issued reports on DIS shares. KeyCorp reaffirmed a “sector weight” rating on shares of Walt Disney in a research report on Friday, November 14th. Guggenheim reissued a “buy” rating and issued a $140.00 price objective on shares of Walt Disney in a report on Tuesday, February 3rd. Evercore upped their price objective on shares of Walt Disney from $140.00 to $142.00 and gave the company an “outperform” rating in a report on Friday, November 14th. Morgan Stanley began coverage on shares of Walt Disney in a report on Tuesday, February 3rd. They set an “overweight” rating and a $135.00 target price for the company. Finally, Barclays restated an “overweight” rating on shares of Walt Disney in a research report on Monday, February 2nd. Seventeen analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, Walt Disney currently has an average rating of “Moderate Buy” and an average price target of $135.80.

Walt Disney Stock Performance

Shares of NYSE DIS opened at $103.15 on Wednesday. The company has a market capitalization of $182.73 billion, a PE ratio of 15.17, a price-to-earnings-growth ratio of 1.42 and a beta of 1.42. The company has a debt-to-equity ratio of 0.31, a quick ratio of 0.61 and a current ratio of 0.67. The company’s fifty day moving average price is $109.78 and its 200 day moving average price is $111.19. The Walt Disney Company has a 1 year low of $80.10 and a 1 year high of $124.69.

Walt Disney (NYSE:DIS) last issued its quarterly earnings data on Monday, February 2nd. The entertainment giant reported $1.63 earnings per share for the quarter, topping analysts’ consensus estimates of $1.57 by $0.06. The business had revenue of $25.98 billion during the quarter, compared to the consensus estimate of $25.54 billion. Walt Disney had a net margin of 12.80% and a return on equity of 8.90%. The company’s revenue was up 5.2% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $1.40 earnings per share. On average, research analysts predict that The Walt Disney Company will post 5.47 earnings per share for the current year.

Walt Disney News Roundup

Here are the key news stories impacting Walt Disney this week:

• Positive Sentiment: Disney secured a $5.25 billion short-term credit line, improving near-term liquidity and reducing refinancing risk ahead of upcoming obligations — an immediate balance-sheet positive for investors. Disney secures new $5.25 billion short-term credit line
• Positive Sentiment: Disney’s CFO said parks demand is outpacing supply, signaling strong pricing power and durable recovery tailwinds for Parks & Resorts revenue and margin potential. That supports the company’s cash-generation outlook over coming years. Disney Parks Demand Outpacing Supply, CFO Says
• Positive Sentiment: Netflix walked away from acquiring Warner Bros. Discovery — reducing near-term consolidation among streaming rivals and potentially easing competitive pressure on Disney’s streaming strategy and pricing. Netflix Drops Its Deal to Acquire Warner Bros.: What Lies Ahead?
• Positive Sentiment: Disney led nominations at the Children’s & Family Emmy Awards, reinforcing content strength and potential subscriber/advertising benefits from award-winning franchises. Children’s and Family Emmy Awards held in NYC; Disney shatters record for most nominations
• Neutral Sentiment: Leadership transition coverage (“Disney’s New Boss Takes Over”) is prominent; new management posture could meaningfully affect strategy but near-term market impact is uncertain until concrete policy or guidance changes are announced. Disney’s New Boss Takes Over
• Neutral Sentiment: Management’s Morgan Stanley TMT conference presentation (transcript available) provides updated commentary on strategy and could contain guidance/metrics that influence short-term trading once parsed by analysts. The Walt Disney Company (DIS) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
• Neutral Sentiment: Operational/brand updates — e.g., attraction re-theming at Hollywood Studios, Imagineering permit filings, and resort event announcements (Swan & Dolphin Food & Wine Classic) — are incremental to park revenue but not material on their own. Disney World Swan and Dolphin Food & Wine Classic 2026 Dates Announced, Tickets Available
• Negative Sentiment: Market commentary highlights ongoing concerns about cash flow and the multi-year share-price decline; commentators suggested more structural moves (e.g., M&A or portfolio changes) may be needed to reignite investor confidence. That skepticism is likely a headwind until sustained cash generation or clearer strategic wins appear. Jim Cramer says Disney should buy rival cruise line

Walt Disney Profile

The Walt Disney Company (NYSE: DIS), commonly known as Disney, is a diversified global entertainment and media conglomerate headquartered in Burbank, California. Founded in 1923 by Walt and Roy O. Disney, the company grew from an animation studio into a multi‑national entertainment enterprise known for iconic intellectual property and family‑oriented storytelling. Disney’s operations span film and television production, streaming services, theme parks and resorts, consumer products, and live entertainment.

On the content side, Disney produces and distributes feature films and television programming through a portfolio of studios and labels that includes Walt Disney Pictures, Pixar, Marvel Studios, Lucasfilm and 20th Century Studios, along with broadcast and cable networks such as ABC, FX and National Geographic.