Icon Wealth Advisors LLC Increases Stock Position in The Walt Disney Company $DIS

Icon Wealth Advisors LLC grew its position in The Walt Disney Company (NYSE:DIS) by 24.3% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 30,758 shares of the entertainment giant’s stock after purchasing an additional 6,019 shares during the period. Icon Wealth Advisors LLC’s holdings in Walt Disney were worth $3,497,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently made changes to their positions in the company. Pinnacle Bancorp Inc. raised its holdings in shares of Walt Disney by 1.5% in the fourth quarter. Pinnacle Bancorp Inc. now owns 5,876 shares of the entertainment giant’s stock valued at $669,000 after purchasing an additional 89 shares during the last quarter. CFO4Life Group LLC raised its holdings in shares of Walt Disney by 1.2% in the third quarter. CFO4Life Group LLC now owns 7,894 shares of the entertainment giant’s stock valued at $904,000 after purchasing an additional 92 shares during the last quarter. Stonebrook Private Inc. raised its holdings in shares of Walt Disney by 4.1% in the third quarter. Stonebrook Private Inc. now owns 2,357 shares of the entertainment giant’s stock valued at $270,000 after purchasing an additional 92 shares during the last quarter. Y.D. More Investments Ltd raised its holdings in shares of Walt Disney by 21.9% in the third quarter. Y.D. More Investments Ltd now owns 524 shares of the entertainment giant’s stock valued at $60,000 after purchasing an additional 94 shares during the last quarter. Finally, Bare Financial Services Inc raised its holdings in shares of Walt Disney by 48.5% in the third quarter. Bare Financial Services Inc now owns 291 shares of the entertainment giant’s stock valued at $33,000 after purchasing an additional 95 shares during the last quarter. Hedge funds and other institutional investors own 65.71% of the company’s stock.

Walt Disney Price Performance

Shares of NYSE:DIS opened at $99.89 on Friday. The company has a quick ratio of 0.62, a current ratio of 0.68 and a debt-to-equity ratio of 0.33. The firm has a market capitalization of $173.45 billion, a PE ratio of 15.96, a P/E/G ratio of 1.31 and a beta of 1.39. The Walt Disney Company has a twelve month low of $92.18 and a twelve month high of $124.69. The company has a 50-day moving average price of $102.28 and a two-hundred day moving average price of $105.22.

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

Wall Street Analyst Weigh In

Several analysts have recently commented on the stock. Weiss Ratings downgraded shares of Walt Disney from a “hold (c+)” rating to a “hold (c)” rating in a report on Thursday. Rosenblatt Securities increased their target price on shares of Walt Disney from $121.00 to $126.00 and gave the company a “buy” rating in a report on Friday, June 5th. Phillip Securities upgraded shares of Walt Disney from a “moderate buy” rating to a “strong-buy” rating in a report on Monday, May 11th. Citigroup increased their target price on shares of Walt Disney from $135.00 to $145.00 and gave the company a “buy” rating in a report on Friday, May 8th. Finally, Wells Fargo & Company lowered their target price on shares of Walt Disney from $148.00 to $146.00 and set an “overweight” rating for the company in a report on Thursday, May 7th. One research analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating, five have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $133.71.

More Walt Disney News

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

• Positive Sentiment: Needham & Company reaffirmed its Buy rating on Disney and set a $125 price target, implying meaningful upside from recent trading levels and reinforcing bullish sentiment around the stock. Benzinga report on Needham rating reaffirmation
• Positive Sentiment: Erste Group Bank raised its FY2026 and FY2027 earnings estimates for Disney, signaling improving profit expectations and suggesting analysts see stronger fundamentals ahead.
• Positive Sentiment: Disney upgraded the My Disney Experience app to make vacation planning easier, a small but constructive sign that the company is improving the guest experience and supporting its parks business. AOL article on My Disney Experience app upgrade
• Neutral Sentiment: Several entertainment articles about Kevin Costner meeting Walt Disney, and other Disney-related lifestyle/travel pieces, are mostly brand awareness items and are unlikely to materially affect the stock price. Yahoo Entertainment article on Kevin Costner story
• Neutral Sentiment: Recent commentary also noted Disney’s share price weakness and valuation debate, but that appears more reflective of the broader pullback than a new company-specific catalyst. Yahoo Finance article on DIS share price weakness

Walt Disney Company 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.