14,418 Shares in The Walt Disney Company $DIS Acquired by Constant Guidance Financial LLC

Key Points

• Constant Guidance Financial LLC opened a new position in Walt Disney, buying 14,418 shares worth about $1.64 million in the fourth quarter. Disney now represents roughly 1.1% of the firm’s portfolio and is its 18th-largest holding.
• Institutional ownership in Disney remains strong, with hedge funds and other investors holding about 65.71% of the stock. Several firms, including Vanguard and others, increased their stakes in recent quarters.
• Disney’s recent fundamentals were solid: it beat earnings and revenue estimates in its latest quarter, and analysts currently rate the stock a Moderate Buy with a consensus price target of about $134.47.

Constant Guidance Financial LLC bought a new position in The Walt Disney Company (NYSE:DIS - Free Report) in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor bought 14,418 shares of the entertainment giant's stock, valued at approximately $1,640,000. Walt Disney makes up about 1.1% of Constant Guidance Financial LLC's portfolio, making the stock its 18th biggest holding.

Other institutional investors have also added to or reduced their stakes in the company. Varma Mutual Pension Insurance Co grew its holdings in Walt Disney by 8.8% during the 3rd quarter. Varma Mutual Pension Insurance Co now owns 284,894 shares of the entertainment giant's stock valued at $32,620,000 after buying an additional 23,100 shares in the last quarter. Cullen Capital Management LLC grew its holdings in Walt Disney by 18.2% during the 3rd quarter. Cullen Capital Management LLC now owns 38,973 shares of the entertainment giant's stock valued at $4,462,000 after buying an additional 5,991 shares in the last quarter. Vanguard Group Inc. grew its holdings in Walt Disney by 0.4% during the 3rd quarter. Vanguard Group Inc. now owns 158,121,947 shares of the entertainment giant's stock valued at $18,104,963,000 after buying an additional 620,463 shares in the last quarter. UMB Bank n.a. grew its holdings in Walt Disney by 119.8% during the 3rd quarter. UMB Bank n.a. now owns 147,521 shares of the entertainment giant's stock valued at $16,891,000 after buying an additional 80,395 shares in the last quarter. Finally, NEOS Investment Management LLC grew its holdings in Walt Disney by 50.4% during the 3rd quarter. NEOS Investment Management LLC now owns 226,240 shares of the entertainment giant's stock valued at $25,904,000 after buying an additional 75,791 shares in the last quarter. 65.71% of the stock is owned by hedge funds and other institutional investors.

More Walt Disney News

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

• Positive Sentiment: Disney World is entering the summer season with multiple new attractions, upgrades, and refreshed guest services, including new park debuts and the return of airport luggage transfer for resort guests. Disney World springs into summer with updates, upgrades
• Positive Sentiment: Disney and Pixar’s Toy Story 5 is benefiting from a major promotional push, including Papa Johns-themed pop-ups, collectibles, and an animated Pixar spot that should help build audience awareness ahead of the movie’s June 19 release. Papa Johns Teams Up with Disney and Pixar for the Release of Toy Story 5
• Positive Sentiment: Disney World continues to roll out new family-focused entertainment, including “Bluey” and Muppets-related attractions, reinforcing the company’s theme park momentum and pricing power. Bluey, Muppets Coaster open at Walt Disney World
• Neutral Sentiment: Disney is also drawing attention for a new “Disney Celebrates America” initiative, but the story appears more branding-oriented than financially material in the near term. Walt Disney Company unveils new ‘Disney Celebrates America’ initiative
• Negative Sentiment: Investor sentiment may be tempered by commentary that The Mandalorian and Grogu underperformed at the box office, raising questions about Disney’s Star Wars film strategy and the strength of its theatrical pipeline. The Mandalorian and Grogu was a box-office disappointment
• Negative Sentiment: One Animal Kingdom attraction update has drawn complaints from fans, a reminder that not every park change is being welcomed by visitors. Disney changed Animal Kingdom attraction and fans are not happy

Analyst Upgrades and Downgrades

DIS has been the subject of a number of research analyst reports. Jefferies Financial Group cut their price objective on shares of Walt Disney from $136.00 to $132.00 and set a "buy" rating for the company in a report on Tuesday, February 3rd. Citigroup increased their price objective 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. Morgan Stanley initiated coverage on shares of Walt Disney in a report on Tuesday, February 3rd. They set an "overweight" rating and a $135.00 price objective for the company. Raymond James Financial raised shares of Walt Disney from a "market perform" rating to an "outperform" rating and set a $115.00 price objective for the company in a report on Wednesday, April 1st. Finally, UBS Group reiterated a "mixed" rating on shares of Walt Disney in a research report on Monday, February 2nd. One investment analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, five have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and a consensus target price of $134.47.

Walt Disney Price Performance

Walt Disney stock opened at $104.19 on Thursday. The firm has a 50-day moving average price of $101.41 and a 200-day moving average price of $105.86. The firm has a market capitalization of $180.92 billion, a PE ratio of 16.64, a price-to-earnings-growth ratio of 1.35 and a beta of 1.41. 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 Walt Disney Company has a 12-month low of $92.18 and a 12-month high of $124.69.

Walt Disney (NYSE:DIS - Get Free Report) last released 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. 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 business's revenue was up 6.5% on a year-over-year basis. During the same quarter last year, the business earned $1.45 EPS. Walt Disney has set its FY 2026 guidance at 6.640-6.640 EPS. As a group, equities research analysts forecast that The Walt Disney Company will post 6.85 EPS for the current year.

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.

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