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

Dimensional Fund Advisors LP lifted its holdings in shares of The Walt Disney Company (NYSE:DIS) by 2.1% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 7,416,858 shares of the entertainment giant’s stock after purchasing an additional 149,384 shares during the period. Dimensional Fund Advisors LP’s holdings in Walt Disney were worth $714,736,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently made changes to their positions in DIS. Pinnacle Bancorp Inc. increased its holdings in Walt Disney by 1.5% during the fourth quarter. Pinnacle Bancorp Inc. now owns 5,876 shares of the entertainment giant’s stock worth $669,000 after buying an additional 89 shares during the last quarter. Thoma Capital Management LLC boosted its stake in Walt Disney by 1.0% in the fourth quarter. Thoma Capital Management LLC now owns 9,367 shares of the entertainment giant’s stock valued at $1,066,000 after acquiring an additional 95 shares during the last quarter. Alesco Advisors LLC boosted its stake in Walt Disney by 2.7% in the fourth quarter. Alesco Advisors LLC now owns 3,782 shares of the entertainment giant’s stock valued at $430,000 after acquiring an additional 99 shares during the last quarter. Advisors Management Group Inc. ADV grew its position in shares of Walt Disney by 4.6% during the 1st quarter. Advisors Management Group Inc. ADV now owns 2,266 shares of the entertainment giant’s stock valued at $218,000 after acquiring an additional 100 shares during the period. Finally, Providence Wealth Advisors LLC grew its position in shares of Walt Disney by 1.1% during the 1st quarter. Providence Wealth Advisors LLC now owns 9,192 shares of the entertainment giant’s stock valued at $888,000 after acquiring an additional 100 shares during the period. 65.71% of the stock is owned by hedge funds and other institutional investors.

Walt Disney Trading Up 0.1%

NYSE:DIS opened at $97.77 on Monday. The company has a market cap of $169.78 billion, a P/E ratio of 15.62, a P/E/G ratio of 1.23 and a beta of 1.39. The stock’s fifty day moving average price is $100.66 and its two-hundred day moving average price is $103.47. The Walt Disney Company has a 1 year low of $92.18 and a 1 year high of $123.40. The company has a debt-to-equity ratio of 0.33, a current ratio of 0.68 and a quick ratio of 0.62.

Walt Disney (NYSE:DIS) last announced its quarterly earnings results on Wednesday, May 6th. The entertainment giant reported $1.57 earnings per share for the quarter, beating 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 during the quarter, compared to analysts’ expectations of $24.87 billion. During the same period in the previous year, the business earned $1.45 earnings per share. The firm’s quarterly revenue was up 6.5% compared to the same quarter last year. Walt Disney has set its FY 2026 guidance at 6.640-6.640 EPS. As a group, analysts expect that The Walt Disney Company will post 6.85 EPS for the current year.

Analyst Ratings Changes

A number of research firms recently commented on DIS. Needham & Company LLC reaffirmed a “buy” rating and issued a $125.00 price target on shares of Walt Disney in a report on Friday, June 12th. Citigroup increased their price objective on Walt Disney from $135.00 to $145.00 and gave the company a “buy” rating in a report on Friday, May 8th. Raymond James Financial reduced their price objective on Walt Disney from $119.00 to $111.00 and set an “outperform” rating for the company in a report on Thursday, July 2nd. Guggenheim raised their target price on Walt Disney from $115.00 to $120.00 and gave the stock a “buy” rating in a research report on Thursday, May 7th. Finally, Benchmark began coverage on Walt Disney in a research note on Monday, July 13th. They issued a “buy” rating and a $115.00 target price on the stock. One investment analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $129.31.

Key Walt Disney News

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

• Positive Sentiment: Disney is expanding its parks and experiences business, with multiple reports highlighting new and reimagined attractions at Hollywood Studios and an official opening date for the newest Disney World attraction, which could support long-term theme park revenue. Disney World’s newest attraction has an official opening date
• Positive Sentiment: Disney continues to lean into sports fandom through a new NFL partnership, reinforcing the value of its sports/ESPN strategy and helping offset concerns about streaming competition. Disney Continues To Bet On Sports Fandom With New NFL Partnership
• Positive Sentiment: Recent reporting says Disney’s cruise business generated $3 billion last fiscal year and the company plans a major fleet expansion, pointing to another growth engine beyond streaming. Disney’s cruise ship fleet generated $3 billion…
• Neutral Sentiment: News that Disney is considering a free streaming option may be seen as a way to attract viewers, but it also suggests management is still searching for the right monetization model for streaming. Disney considers launching free streaming option for consumers
• Negative Sentiment: Investor debate over whether Disney should exit the streaming business highlights ongoing concerns about profitability and growth in Disney’s direct-to-consumer segment. SA Asks: Should Disney get out of the streaming business?
• Negative Sentiment: Regulatory scrutiny is a headwind after reports that the FCC is moving closer to rulings against Disney over “The View” and broadcast licenses, adding legal and reputational uncertainty. FCC Nearing Rulings Against Disney Over ‘The View,’ TV Licenses

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.