Mn Services Vermogensbeheer B.V. boosted its position in shares of The Walt Disney Company (NYSE:DIS – Free Report) by 2.0% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The firm owned 700,190 shares of the entertainment giant’s stock after buying an additional 14,020 shares during the quarter. Mn Services Vermogensbeheer B.V.’s holdings in Walt Disney were worth $79,661,000 at the end of the most recent reporting period.
A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Strategic Family Wealth Counselors L.L.C. boosted its stake in shares of Walt Disney by 1.0% during the 2nd quarter. Strategic Family Wealth Counselors L.L.C. now owns 8,586 shares of the entertainment giant’s stock worth $1,065,000 after acquiring an additional 87 shares in the last quarter. Jim Saulnier & Associates LLC increased its stake in shares of Walt Disney by 3.1% in the 3rd quarter. Jim Saulnier & Associates LLC now owns 2,995 shares of the entertainment giant’s stock valued at $343,000 after purchasing an additional 90 shares in the last quarter. Atlas Brown Inc. increased its stake in shares of Walt Disney by 0.5% in the 3rd quarter. Atlas Brown Inc. now owns 20,202 shares of the entertainment giant’s stock valued at $2,313,000 after purchasing an additional 91 shares in the last quarter. CFO4Life Group LLC raised its holdings in Walt Disney by 1.2% in the 3rd quarter. CFO4Life Group LLC now owns 7,894 shares of the entertainment giant’s stock worth $904,000 after purchasing an additional 92 shares during the period. Finally, Stonebrook Private Inc. raised its holdings in Walt Disney by 4.1% in the 3rd quarter. Stonebrook Private Inc. now owns 2,357 shares of the entertainment giant’s stock worth $270,000 after purchasing an additional 92 shares during the period. Hedge funds and other institutional investors own 65.71% of the company’s stock.
Trending Headlines about Walt Disney
Here are the key news stories impacting Walt Disney this week:
- Positive Sentiment: Streaming margins improving — Disney+ and Hulu operating income jumped materially in fiscal 2025, suggesting streaming is moving from cash-consuming to profit-contributing, which supports earnings upgrades and valuation upside. How High Can Disney’s Streaming Profit Go?
- Positive Sentiment: Theme-park expansion momentum — the opening of Disney Adventure World / World of Frozen at Disneyland Paris (a roughly €2B project) should boost attendance, F&B and merchandise revenue and supports near-term park earnings. Disney Adventure World Is Officially Open At Disneyland Paris
- Positive Sentiment: Analyst support — Erste Group expects stronger earnings for Disney, which could help lift consensus estimates if other firms follow. (Supports sentiment even as other banks adjust targets.) Erste Group Bank Expects Stronger Earnings for Walt Disney
- Neutral Sentiment: Brand/PR activity — announcements like D23 Legends honorees, Minecraft tie-ins, museum/book features and creative installations keep engagement high but have limited immediate financial impact. Disney Reveals 2026 Disney Legends Honorees for This Year’s D23 Event
- Negative Sentiment: Tech-partnership setbacks — reports that initiatives tied to Epic Games and OpenAI have faltered (including layoffs at Epic and problems with OpenAI’s Sora) reduce the upside from Disney’s recent tech/content bets and may slow digital engagement gains. Disney (DIS) Faces Setbacks in Epic Games and OpenAI Partnerships
- Negative Sentiment: Analyst caution — Wells Fargo cut its Disney price target to $148, signaling more conservative near-term expectations despite being above current levels; such revisions can temper investor sentiment. Wells Fargo & Company Cuts Walt Disney (NYSE:DIS) Price Target to $148.00
- Negative Sentiment: Broader skepticism — recent analysis highlighting a 25% decline from peaks and critiques of tech product failures underline the risk that operational gains may be offset by execution risks and macro sensitivity. Disney Is Down 25%, but the Worst Might Not Be Over
Walt Disney Price Performance
Walt Disney (NYSE:DIS – Get Free Report) last issued its quarterly earnings results on Monday, February 2nd. The entertainment giant reported $1.63 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.57 by $0.06. Walt Disney had a return on equity of 8.90% and a net margin of 12.80%.The firm had revenue of $25.98 billion for the quarter, compared to analyst estimates of $25.54 billion. During the same period in the previous year, the company posted $1.40 earnings per share. The business’s revenue was up 5.2% on a year-over-year basis. As a group, analysts predict that The Walt Disney Company will post 5.47 EPS for the current fiscal year.
Wall Street Analysts Forecast Growth
DIS has been the topic of several research analyst reports. Weiss Ratings lowered Walt Disney from a “buy (b-)” rating to a “hold (c+)” rating in a report on Tuesday, February 3rd. Guggenheim reduced their target price on Walt Disney from $140.00 to $115.00 and set a “buy” rating for the company in a research note on Wednesday, March 18th. Barclays reissued an “overweight” rating on shares of Walt Disney in a research note on Monday, February 2nd. Needham & Company LLC reissued a “buy” rating and issued a $125.00 price target on shares of Walt Disney in a report on Monday, February 2nd. Finally, Citigroup reduced their price objective on shares of Walt Disney from $145.00 to $140.00 and set a “buy” rating for the company in a research report on Friday, January 16th. Seventeen investment analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, Walt Disney has an average rating of “Moderate Buy” and a consensus price target of $134.00.
Check Out Our Latest Stock Analysis on DIS
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.
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