AlpenGlobal Capital LLC Makes New Investment in The Walt Disney Company $DIS

Key Points

• AlpenGlobal Capital initiated a position in Disney during the second quarter, buying 38,028 shares valued at approximately $3.66 million. The investment represents about 2.3% of AlpenGlobal’s portfolio, while institutional investors collectively own 65.71% of Disney.
• Disney’s latest quarter showed mixed results: earnings per share of $2.06 exceeded estimates of $1.86, while revenue of $25.25 billion fell slightly short of expectations but increased 6.8% year over year.
• Analysts maintain a broadly positive outlook, with a consensus “Moderate Buy” rating and an average price target of $128.61 versus the stock’s reported $107.25 price. Potential growth drivers include parks and cruise expansion, although regulatory litigation involving ABC and the FCC remains a risk.

AlpenGlobal Capital LLC bought a new stake in shares of The Walt Disney Company (NYSE:DIS - Free Report) in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 38,028 shares of the entertainment giant's stock, valued at approximately $3,660,000. Walt Disney comprises about 2.3% of AlpenGlobal Capital LLC's portfolio, making the stock its 18th biggest holding.

Other hedge funds and other institutional investors have also made changes to their positions in the company. J. Stern & Co. LLP lifted its position 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 buying an additional 37,719,041 shares in the last quarter. Norges Bank acquired a new position in shares of Walt Disney during the 4th quarter valued at about $2,388,278,000. Bank of New York Mellon Corp acquired a new position in shares of Walt Disney during the 2nd quarter valued at about $1,386,720,000. Viking Global Investors LP purchased a new stake in shares of Walt Disney in the second quarter valued at about $725,219,000. Finally, Price T Rowe Associates Inc. MD increased its position in Walt Disney by 62.5% during the fourth quarter. Price T Rowe Associates Inc. MD now owns 13,876,878 shares of the entertainment giant's stock worth $1,578,773,000 after purchasing an additional 5,334,866 shares during the last quarter. Hedge funds and other institutional investors own 65.71% of the company's stock.

Key Stories Impacting Walt Disney

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

• Positive Sentiment: Disney’s parks and cruise expansion is emerging as a key potential growth driver. New capacity is reportedly filling up, while guests are spending more per visit—an combination that could support higher revenue and margins in the Experiences segment. Walt Disney Stock's Next Leg Depends On What It Has Been Building
• Positive Sentiment: Disney continues to disclose future theme-park additions, including development of its Abu Dhabi park and new attractions at existing resorts. These projects may strengthen the company’s long-term attendance, licensing and consumer-spending prospects, although benefits are years away. Disney just revealed more about its next theme park additions
• Positive Sentiment: Management commentary and announcements about upcoming films and series, along with potential development of a Kingdom Hearts movie, could provide additional intellectual-property monetization opportunities. These remain speculative rather than near-term earnings catalysts. A Kingdom Hearts Movie? It’s Not Ruled Out
• Neutral Sentiment: Disney plans to introduce an employee stock-purchase program while changing health-insurance plans. The program could improve retention and employee alignment, but it follows a reduction in stock-based compensation for some technology workers, making the overall effect on costs and morale unclear. Disney is starting an employee stock purchase program and changing its health insurance plans
• Negative Sentiment: Disney and ABC sued the FCC, alleging First Amendment violations and seeking to halt an early review of broadcast licenses. The litigation highlights regulatory and political risk for Disney’s television assets and could create additional legal costs and uncertainty. ABC, Disney sue FCC over First Amendment violations
• Negative Sentiment: Executive Vice President Paul M. Roeder sold 3,596 DIS shares worth approximately $382,327. A single insider sale is not necessarily a signal of deteriorating fundamentals, but it can modestly weigh on sentiment. SEC insider transaction filing

Insiders Place Their Bets

In related news, EVP Brent Woodford sold 7,238 shares of the company's stock in a transaction dated Friday, August 14th. The stock was sold at an average price of $105.31, for a total value of $762,233.78. Following the completion of the sale, the executive vice president directly owned 62,323 shares of the company's stock, valued at $6,563,235.13. This represents a 10.41% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Paul M. Roeder sold 3,596 shares of the firm's stock in a transaction that occurred on Wednesday, August 19th. The stock was sold at an average price of $106.32, for a total value of $382,326.72. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 0.17% of the company's stock.

Analyst Upgrades and Downgrades

A number of research analysts have commented on the stock. Citigroup lowered their target price on shares of Walt Disney from $145.00 to $135.00 and set a "buy" rating for the company in a research note on Wednesday, July 29th. Argus reissued a "buy" rating and issued a $134.00 price target on shares of Walt Disney in a research note on Thursday, August 6th. Raymond James Financial decreased their price objective on shares of Walt Disney from $119.00 to $111.00 and set an "outperform" rating on the stock in a report on Thursday, July 2nd. 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 report on Thursday, August 6th. Finally, UBS Group dropped their target price on shares of Walt Disney from $138.00 to $133.00 and set a "buy" rating for the company in a report on Monday, July 20th. 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 issued a Sell rating to the stock. According to MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and a consensus price target of $128.61.

Walt Disney Stock Up 0.3%

Shares of Walt Disney stock opened at $107.25 on Friday. The company has a quick ratio of 0.65, a current ratio of 0.71 and a debt-to-equity ratio of 0.32. The Walt Disney Company has a 52-week low of $92.18 and a 52-week high of $119.78. The company has a market capitalization of $185.19 billion, a P/E ratio of 22.11, a P/E/G ratio of 1.25 and a beta of 1.39. The company has a 50 day moving average of $99.79 and a 200 day moving average of $101.42.

Walt Disney (NYSE:DIS - Get Free Report) last posted its quarterly earnings results on Wednesday, August 5th. The entertainment giant reported $2.06 earnings per share for the quarter, beating analysts' consensus estimates of $1.86 by $0.20. Walt Disney had a return on equity of 9.90% and a net margin of 8.70%.The company had revenue of $25.25 billion for the quarter, compared to analysts' expectations of $25.39 billion. During the same period last year, the firm earned $1.61 earnings per share. 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, research analysts forecast that The Walt Disney Company will post 6.9 EPS for the current fiscal year.

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

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