34,219 The Walt Disney Company $DIS Shares Bought by Farther Finance Advisors LLC

Key Points

• Farther Finance Advisors increased its Disney stake by 43.4% in the third quarter, purchasing 34,219 shares and bringing its holdings to 113,062 shares valued at approximately $10.8 million. Institutional investors and hedge funds own 65.71% of Disney’s stock.
• Disney’s latest quarter exceeded expectations on earnings, reporting $2.06 EPS versus the $1.86 consensus, while revenue rose 6.8% year over year to $25.25 billion. The stock opened at $108.06, up about 1% in the referenced session.
• Wall Street remains broadly positive, with a consensus “Moderate Buy” rating and an average price target of $128.06. Recent catalysts include Disney+ streaming the 2027 Super Bowl and resilient theme-park demand, while an executive’s pre-arranged stock sale represents a limited bearish signal.

Farther Finance Advisors LLC lifted its position in shares of The Walt Disney Company (NYSE:DIS - Free Report) by 43.4% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 113,062 shares of the entertainment giant's stock after acquiring an additional 34,219 shares during the quarter. Farther Finance Advisors LLC's holdings in Walt Disney were worth $10,804,000 at the end of the most recent quarter.

Other large investors have also recently added to or reduced their stakes in the company. Highland Investment Advisors LLC acquired a new stake in Walt Disney during the second quarter worth approximately $25,000. Osbon Capital Management LLC purchased a new stake in Walt Disney during the fourth quarter valued at about $26,000. Marquette Asset Management LLC increased its position in Walt Disney by 316.4% during the 2nd quarter. Marquette Asset Management LLC now owns 279 shares of the entertainment giant's stock worth $27,000 after purchasing an additional 212 shares in the last quarter. Merkkuri Wealth Advisors LLC acquired a new stake in shares of Walt Disney in the first quarter worth $29,000. Finally, Evolution Wealth Management Inc. increased its holdings in Walt Disney by 82.2% in the 1st quarter. Evolution Wealth Management Inc. now owns 317 shares of the entertainment giant's stock valued at $31,000 after purchasing an additional 143 shares in the last quarter. 65.71% of the stock is owned by institutional investors and hedge funds.

Key Stories Impacting Walt Disney

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

• Positive Sentiment: Needham reaffirmed its “buy” rating and set a $125 price target, implying roughly 15.7% upside from the referenced trading level. The bullish view adds support to sentiment as investors assess Disney’s streaming, parks and content businesses.
• Positive Sentiment: Disney+ will stream the 2027 Super Bowl, giving the company a major opportunity to collect valuable viewing data, strengthen its advertising business and promote Disney’s streaming platform. Why Disney’s Super Bowl Streaming Plan Is a Bigger Deal Than It Seems
• Positive Sentiment: Disney is pitching its Infinity Vision premium large-format cinema system to Paramount, Universal, Lionsgate and Sony. If adopted, the format could give Disney more influence over theatrical presentation and create incremental licensing or participation revenue, although it must compete with IMAX. Walt Disney Unveils Infinity Vision For Big Screen Releases
• Positive Sentiment: Theme-park demand appears resilient: Disney World’s premium Lightning Lane passes reportedly sold out ahead of a busy weekend, while higher character-dining and buffet prices indicate continued pricing power. These trends could support parks revenue and margins. Disney World Runs out of Line-Skipping Passes
• Neutral Sentiment: Disney’s licensing of content to Netflix signals a more flexible streaming strategy that may improve monetization and reach, but it could also reduce exclusivity for Disney+ content. Disney Is Opening the Door to Netflix
• Negative Sentiment: EVP Brent Woodford sold 3,618 DIS shares for approximately $381,000 under a pre-arranged Rule 10b5-1 plan. Because the sale was scheduled in advance and he retains a substantial stake, it is a limited bearish signal rather than evidence of a fundamental change.

Walt Disney Trading Up 1.0%

NYSE DIS opened at $108.06 on Friday. The Walt Disney Company has a 1-year low of $92.18 and a 1-year high of $117.09. The company has a current ratio of 0.71, a quick ratio of 0.65 and a debt-to-equity ratio of 0.32. The company has a market capitalization of $186.59 billion, a PE ratio of 22.28, a price-to-earnings-growth ratio of 1.24 and a beta of 1.41. The firm's fifty day simple moving average is $105.35 and its 200-day simple moving average is $101.99.

Walt Disney (NYSE:DIS - Get Free Report) last announced its quarterly earnings results on Wednesday, August 5th. The entertainment giant reported $2.06 EPS for the quarter, topping the consensus estimate of $1.86 by $0.20. Walt Disney had a net margin of 8.70% and a return on equity of 9.90%. The company had revenue of $25.25 billion for the quarter, compared to analyst estimates of $25.39 billion. During the same quarter in the prior year, the business posted $1.61 EPS. Walt Disney's quarterly revenue was up 6.8% on a year-over-year basis. Walt Disney has set its FY 2026 guidance at 6.642-6.642 EPS. As a group, sell-side analysts anticipate that The Walt Disney Company will post 6.92 earnings per share for the current fiscal year.

Insider Activity

In related news, EVP Paul Roeder sold 3,596 shares of the business's stock in a transaction dated Wednesday, August 19th. The stock was sold at an average price of $106.32, for a total transaction of $382,326.72. The sale was disclosed in a document filed with the SEC, which is available through this link. Also, EVP Brent Woodford sold 3,618 shares of the business's stock in a transaction that occurred on Thursday, October 8th. The shares were sold at an average price of $105.31, for a total value of $381,011.58. Following the sale, the executive vice president owned 62,995 shares in the company, valued at approximately $6,634,003.45. This represents a 5.43% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders sold 18,070 shares of company stock valued at $1,913,168. 0.17% of the stock is owned by corporate insiders.

Wall Street Analyst Weigh In

A number of analysts have recently issued reports on the stock. Barclays lifted their price objective on shares of Walt Disney from $110.00 to $115.00 and gave the company an "overweight" rating in a research note on Thursday, August 6th. JPMorgan Chase & Co. upped their price objective on Walt Disney from $139.00 to $140.00 and gave the company an "overweight" rating in a research note on Tuesday, June 30th. Wells Fargo & Company increased their price objective on shares of Walt Disney from $125.00 to $132.00 and gave the stock an "overweight" rating in a research note on Thursday, August 6th. UBS Group set a $115.00 price target on shares of Walt Disney in a report on Monday, August 24th. Finally, Weiss Ratings reiterated a "hold (c)" rating on shares of Walt Disney in a research report on Tuesday, September 8th. One investment analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, three have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and an average target price of $128.06.

About Walt Disney

The Walt Disney Company NYSE: DIS is a global entertainment company that develops, produces and distributes branded content across film, television, streaming and other media platforms. Its portfolio includes Disney, Pixar, Marvel, Star Wars, National Geographic and 20th Century Studios, as well as ABC, Hulu, Disney+ and ESPN. The company also licenses its characters and intellectual property for consumer products, games and other experiences.

Disney operates theme parks, resorts and cruise lines through its Experiences business.

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