Barclays Raises Walt Disney (NYSE:DIS) Price Target to $135.00

Key Points

• Barclays raised its price target on Walt Disney to $135.00 from $130.00 and kept an "overweight" rating, implying roughly a 24.6% upside from the prior close.
• Disney beat Q2 estimates with $1.57 EPS (vs. $1.49 expected) and $25.17 billion in revenue, with management citing improved streaming margins and parks growth and setting FY2026 guidance at 6.64 EPS.
• Analyst sentiment is broadly constructive—MarketBeat shows a consensus target of about $134.07 with 17 Buys, 5 Holds and 1 Sell—while the stock trades near $108.37 (market cap ≈ $192B).

Walt Disney (NYSE:DIS - Get Free Report) had its price target lifted by Barclays from $130.00 to $135.00 in a report issued on Thursday,Benzinga reports. The firm presently has an "overweight" rating on the entertainment giant's stock. Barclays's price objective would suggest a potential upside of 24.57% from the stock's previous close.

DIS has been the topic of several other research reports. Needham & Company LLC restated a "buy" rating and set a $125.00 price target on shares of Walt Disney in a research note on Tuesday, March 31st. Wells Fargo & Company decreased their price objective on shares of Walt Disney from $148.00 to $146.00 and set an "overweight" rating for the company in a report on Thursday. Jefferies Financial Group cut their target price on Walt Disney from $136.00 to $132.00 and set a "buy" rating on the stock in a report on Tuesday, February 3rd. Weiss Ratings raised Walt Disney from a "hold (c)" rating to a "hold (c+)" rating in a research report on Wednesday, April 29th. Finally, Citigroup lowered their price objective on Walt Disney from $145.00 to $140.00 and set a "buy" rating on the stock in a report on Friday, January 16th. Seventeen analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, Walt Disney has an average rating of "Moderate Buy" and a consensus target price of $134.07.

Walt Disney Stock Up 0.3%

Shares of Walt Disney stock traded up $0.31 during trading on Thursday, hitting $108.37. 9,191,022 shares of the stock traded hands, compared to its average volume of 10,860,561. The stock has a market cap of $191.99 billion, a P/E ratio of 15.90, a PEG ratio of 1.40 and a beta of 1.41. The company has a fifty day moving average price of $100.82 and a two-hundred day moving average price of $106.64. Walt Disney has a twelve month low of $92.18 and a twelve month high of $124.69. The company has a debt-to-equity ratio of 0.31, a quick ratio of 0.61 and a current ratio of 0.67.

Walt Disney (NYSE:DIS - Get Free Report) last released its quarterly earnings data on Wednesday, May 6th. The entertainment giant reported $1.57 EPS for the quarter, topping analysts' consensus estimates of $1.49 by $0.08. The firm had revenue of $25.17 billion for the quarter, compared to the consensus estimate of $24.87 billion. Walt Disney had a return on equity of 8.90% and a net margin of 12.80%.The firm's revenue was up 6.5% on a year-over-year basis. During the same quarter in the prior year, the company posted $1.45 earnings per share. Walt Disney has set its FY 2026 guidance at 6.640-6.640 EPS. Equities research analysts predict that Walt Disney will post 6.61 EPS for the current fiscal year.

Institutional Trading of Walt Disney

Several institutional investors have recently modified their holdings of the company. Vanguard Group Inc. lifted its holdings in shares of Walt Disney by 0.8% during the 4th quarter. Vanguard Group Inc. now owns 159,342,154 shares of the entertainment giant's stock worth $18,128,357,000 after acquiring an additional 1,220,207 shares during the period. State Street Corp increased its stake in Walt Disney by 2.3% in the fourth quarter. State Street Corp now owns 83,873,646 shares of the entertainment giant's stock valued at $9,604,567,000 after acquiring an additional 1,853,897 shares during the period. Geode Capital Management LLC increased its stake in Walt Disney by 3.5% in the fourth quarter. Geode Capital Management LLC now owns 40,588,604 shares of the entertainment giant's stock valued at $4,597,804,000 after acquiring an additional 1,361,888 shares during the period. J. Stern & Co. LLP lifted its stake in Walt Disney by 9,060.1% during the fourth quarter. J. Stern & Co. LLP now owns 38,135,363 shares of the entertainment giant's stock worth $4,338,660,000 after purchasing an additional 37,719,041 shares during the period. Finally, Norges Bank acquired a new stake in Walt Disney during the fourth quarter valued at approximately $2,388,278,000. Institutional investors and hedge funds own 65.71% of the company's stock.

Walt Disney News Summary

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

• Positive Sentiment: Q2 earnings beat and stronger streaming profitability — Disney reported $1.57 EPS vs. $1.49 expected and $25.17B revenue; management highlighted streaming margin improvement and parks revenue growth, which drove recent upside in the stock. Disney earnings beat; Reuters
• Positive Sentiment: Wall Street upgrades and price-target lifts — Multiple firms raised price targets after the quarter, reinforcing the narrative of a multi-segment recovery and providing near-term analyst support for the shares. Three firms hike price targets; 247WallSt
• Positive Sentiment: ETF attention and buy-side interest — Coverage noting ETFs heavy in Disney after the earnings beat could amplify flows into DIS if momentum continues. Disney-heavy ETFs; Yahoo Finance
• Neutral Sentiment: Mixed analyst moves — Guggenheim raised its target to $120 and kept a buy rating, while Wells Fargo trimmed its target slightly but stayed overweight; overall analyst stance remains constructive but varied. Analyst target changes; Benzinga
• Neutral Sentiment: New CEO narrative and strategy — Josh D’Amaro’s first earnings/call and 3-pillar growth plan (streaming, parks, IP/AI) sustain investor optimism, but execution risk remains as leadership transition continues. New CEO vision; MSN
• Negative Sentiment: Critical analyst view — A Seeking Alpha piece argues Disney could be “dead money” for years, highlighting concerns about long-term growth and valuation that can pressure sentiment among value-focused holders. Seeking Alpha bearish take
• Negative Sentiment: Legal headline risk — A lawsuit alleging unauthorized use of an actress’ likeness in ‘Avatar’ names James Cameron and Disney, adding headline risk and potential legal/PR costs (likely limited but worth monitoring). Lawsuit re: Avatar; Yahoo

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.

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