Venturi Wealth Management LLC Increases Stake in The Walt Disney Company $DIS

Venturi Wealth Management LLC lifted its holdings in shares of The Walt Disney Company (NYSE:DIS) by 1,374.8% during the 1st quarter, according to the company in its most recent filing with the SEC. The fund owned 123,778 shares of the entertainment giant’s stock after purchasing an additional 115,385 shares during the period. Venturi Wealth Management LLC’s holdings in Walt Disney were worth $11,930,000 as of its most recent filing with the SEC.

A number of other large investors also recently added to or reduced their stakes in DIS. Swiss RE Ltd. bought a new stake in Walt Disney in the fourth quarter worth $25,000. Curio Wealth LLC grew its stake in shares of Walt Disney by 110.4% during the fourth quarter. Curio Wealth LLC now owns 223 shares of the entertainment giant’s stock valued at $26,000 after buying an additional 117 shares during the last quarter. Osbon Capital Management LLC bought a new position in shares of Walt Disney during the fourth quarter valued at about $26,000. Sfam LLC purchased a new position in shares of Walt Disney in the fourth quarter worth about $26,000. Finally, Greenline Wealth Management LLC purchased a new position in shares of Walt Disney in the fourth quarter worth about $26,000. Hedge funds and other institutional investors own 65.71% of the company’s stock.

Walt Disney Stock Performance

Shares of NYSE:DIS opened at $98.95 on Friday. The company has a current ratio of 0.68, a quick ratio of 0.62 and a debt-to-equity ratio of 0.33. The company has a 50-day moving average price of $102.80 and a 200-day moving average price of $105.02. The company has a market cap of $171.82 billion, a price-to-earnings ratio of 15.81, a price-to-earnings-growth ratio of 1.23 and a beta of 1.39. The Walt Disney Company has a 12 month low of $92.18 and a 12 month high of $124.69.

Walt Disney (NYSE:DIS) last posted its earnings results on Wednesday, May 6th. The entertainment giant reported $1.57 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.49 by $0.08. Walt Disney had a return on equity of 8.92% and a net margin of 11.54%.The company had revenue of $25.17 billion for the quarter, compared to analysts’ expectations of $24.87 billion. During the same period last year, the firm earned $1.45 earnings per share. Walt Disney’s quarterly revenue was up 6.5% on a year-over-year basis. Walt Disney has set its FY 2026 guidance at 6.640-6.640 EPS. As a group, equities analysts anticipate that The Walt Disney Company will post 6.85 EPS for the current year.

Analysts Set New Price Targets

Several brokerages recently weighed in on DIS. Phillip Securities upgraded Walt Disney from a “moderate buy” rating to a “strong-buy” rating in a report on Monday, May 11th. Guggenheim raised their price target on Walt Disney from $115.00 to $120.00 and gave the stock a “buy” rating in a research report on Thursday, May 7th. Rosenblatt Securities lifted their price target on Walt Disney from $121.00 to $126.00 and gave the stock a “buy” rating in a research note on Friday, June 5th. Weiss Ratings downgraded Walt Disney from a “hold (c+)” rating to a “hold (c)” rating in a research report on Thursday, June 11th. Finally, Needham & Company LLC reissued a “buy” rating and set a $125.00 price objective on shares of Walt Disney in a research note on Friday, June 12th. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, Walt Disney currently has a consensus rating of “Moderate Buy” and a consensus price target of $133.71.

Key Walt Disney News

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

• Positive Sentiment: Disney unveiled new updates tied to Pirates of the Caribbean and broader parks revamps, including upgraded animatronics and other immersive tech. That suggests continued capital investment in the Parks, Experiences and Products segment, which can support long-term revenue growth and fan engagement. Disney Officially Unveils New Pirates of the Caribbean Release
• Positive Sentiment: Disney also announced 2026 holiday party and festival dates at Walt Disney World, reinforcing demand drivers for the parks business and helping investors gauge strong seasonal attendance and ticketing opportunities. Walt Disney World Announces Dates and Details for 2026 Holiday Parties and Festivals
• Positive Sentiment: Disney highlighted new film marketing around Hexed and a new Lilo & Stitch short, while box-office coverage said Disney became the first studio to pass $3 billion worldwide, both of which support the company’s content and theatrical momentum. Box Office: Disney First Studio to Pass $3B Worldwide
• Neutral Sentiment: Several articles focused on consumer interest in Disney stock, parks tips, merchandise tests, and family-travel rankings. These headlines reflect ongoing brand visibility, but they are unlikely to move shares on their own. The Walt Disney Company (DIS) Is a Trending Stock: Facts to Know Before Betting on It
• Neutral Sentiment: Disney World-related fire reports at the Dolphin Hotel led to a brief evacuation and restaurant closure, but the incidents appear contained and operationally limited so far. Fire causes short evacuation at Walt Disney World’s Dolphin resort
• Negative Sentiment: Disney agreed to a $50 million settlement over claims tied to streaming pricing, which is a modest legal/financial overhang and adds to concerns about the economics of the streaming business. Millions may qualify for payouts in Disney streaming case deal
• Negative Sentiment: Coverage also noted Disney’s stock has been under selling pressure and remains below recent moving averages, suggesting the shares are still dealing with broader valuation and momentum concerns despite the recent uptick. Disney (DIS) Stock After Five-Year Slump Is The Current Valuation Opportunity Enough?

About Walt Disney

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.