The Walt Disney Company $DIS Position Lessened by NewEdge Advisors LLC

NewEdge Advisors LLC lowered its stake in shares of The Walt Disney Company (NYSE:DIS) by 25.5% in the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 203,028 shares of the entertainment giant’s stock after selling 69,616 shares during the quarter. NewEdge Advisors LLC’s holdings in Walt Disney were worth $19,568,000 at the end of the most recent reporting period.

Other large investors have also recently added to or reduced their stakes in the company. Swiss RE Ltd. bought a new position in Walt Disney in the 4th quarter worth approximately $25,000. Curio Wealth LLC boosted its position in Walt Disney by 110.4% during the 4th quarter. Curio Wealth LLC now owns 223 shares of the entertainment giant’s stock worth $26,000 after acquiring an additional 117 shares during the period. Sfam LLC bought a new position in shares of Walt Disney in the fourth quarter worth $26,000. Osbon Capital Management LLC bought a new position in shares of Walt Disney in the fourth quarter worth $26,000. Finally, Greenline Wealth Management LLC acquired a new position in shares of Walt Disney during the fourth quarter valued at $26,000. 65.71% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

Several equities research analysts recently weighed in on the stock. Barclays upped their price objective on shares of Walt Disney from $110.00 to $115.00 and gave the stock an “overweight” rating in a report on Thursday. Guggenheim restated a “buy” rating and set a $120.00 price target on shares of Walt Disney in a research report on Thursday. UBS Group reduced their price target on shares of Walt Disney from $138.00 to $133.00 and set a “buy” rating for the company in a research note on Monday, July 20th. Citigroup lowered their price objective on shares of Walt Disney from $145.00 to $135.00 and set a “buy” rating on the stock in a research note on Wednesday, July 29th. Finally, JPMorgan Chase & Co. upped their target price on Walt Disney from $139.00 to $140.00 and gave the stock an “overweight” rating in a research report on Tuesday, June 30th. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating, five have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $128.61.

Walt Disney Stock Performance

NYSE:DIS opened at $104.92 on Friday. The company has a 50-day moving average of $98.93 and a 200-day moving average of $101.91. The firm has a market cap of $181.16 billion, a price-to-earnings ratio of 21.63, a price-to-earnings-growth ratio of 1.35 and a beta of 1.39. The company has a current ratio of 0.71, a quick ratio of 0.62 and a debt-to-equity ratio of 0.32. The Walt Disney Company has a twelve month low of $92.18 and a twelve month high of $119.78.

Walt Disney (NYSE:DIS) last released its earnings results on Wednesday, August 5th. The entertainment giant reported $2.06 EPS for the quarter, topping analysts’ consensus estimates of $1.86 by $0.20. Walt Disney had a net margin of 8.70% and a return on equity of 9.90%. The business had revenue of $25.25 billion for the quarter, compared to the consensus estimate of $25.39 billion. During the same period in the previous year, the firm earned $1.61 EPS. The business’s revenue for the quarter was up 6.8% on a year-over-year basis. Walt Disney has set its FY 2026 guidance at 6.642-6.642 EPS. Analysts forecast that The Walt Disney Company will post 6.95 earnings per share for the current fiscal year.

Walt Disney News Roundup

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

• Positive Sentiment: Analysts raise targets and reaffirm Buy ratings. Wells Fargo lifted its target to $132, Argus set a $134 target, and Barclays raised its target to $115 while maintaining an Overweight rating. Other firms, including Benchmark, Guggenheim, Rosenblatt and Needham, also reiterated bullish views. Are Wall Street Analysts Bullish on Walt Disney Stock?
• Positive Sentiment: Streaming momentum is improving. Disney’s streaming business delivered sharply higher profits, while Warner Bros. Discovery said the Disney+, Hulu and Max bundle is reducing churn and improving subscriber growth. Disney also plans to expand Disney+ into a broader ecosystem involving games, merchandise and interactive experiences. Warner Bros. Discovery Says Disney Bundle Is Delivering
• Positive Sentiment: Management strengthened its shareholder-return outlook. Disney reaffirmed its earnings-growth guidance and increased planned share repurchases to at least $9 billion, supporting per-share earnings and signaling confidence in future cash generation. Disney Q3 Earnings Call Highlights Parks and Streaming Growth
• Positive Sentiment: ESPN’s NFL strategy is gaining traction. Disney has already sold out advertising inventory for Super Bowl LXI, which ESPN will broadcast in 2027, highlighting strong demand for premium sports advertising.
• Neutral Sentiment: The TikTok partnership could expand Disney’s reach. Allowing creators to use Disney characters and distribute short-form videos on TikTok and Disney+ may deepen engagement, although the deal’s direct financial impact remains uncertain. Disney and TikTok Strike Short-Form Video-Sharing Deal
• Negative Sentiment: Revenue slightly missed expectations. Quarterly revenue of roughly $25.2 billion came in below the approximately $25.4 billion consensus forecast. Investors also remain cautious because DIS has underperformed the broader market and remains well below its 12-month high.
• Negative Sentiment: Growth concerns have not disappeared. A potential free, ad-supported streaming tier could broaden Disney’s audience but may pressure average revenue per user and increase execution risk. Some investors also question whether recent gains from blockbuster content and theme parks can be sustained.

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.