Apella Capital LLC Purchases 5,733 Shares of The Walt Disney Company $DIS

Key Points

• Apella Capital LLC increased its Walt Disney stake by 25.4% in the first quarter, buying 5,733 additional shares and bringing its total holdings to 28,315 shares valued at about $3.01 million.
• Other institutional investors also added to or initiated positions in DIS, and overall 65.71% of the stock is owned by institutions and hedge funds, signaling continued interest from large investors.
• Disney reported better-than-expected quarterly results with EPS of $1.57 and revenue of $25.17 billion, while analysts remain mostly positive with a consensus Moderate Buy rating and average target price of $133.71.

Apella Capital LLC boosted its position in shares of The Walt Disney Company (NYSE:DIS - Free Report) by 25.4% in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 28,315 shares of the entertainment giant's stock after acquiring an additional 5,733 shares during the period. Apella Capital LLC's holdings in Walt Disney were worth $3,010,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also made changes to their positions in DIS. Swiss RE Ltd. purchased a new position in Walt Disney in the 4th quarter worth $25,000. Curio Wealth LLC raised its holdings in shares of Walt Disney by 110.4% during the fourth quarter. Curio Wealth LLC now owns 223 shares of the entertainment giant's stock worth $26,000 after purchasing an additional 117 shares during the last quarter. Sfam LLC acquired a new position in Walt Disney during the fourth quarter valued at $26,000. Greenline Wealth Management LLC purchased a new stake in Walt Disney in the fourth quarter valued at $26,000. Finally, Osbon Capital Management LLC purchased a new stake in Walt Disney in the fourth quarter valued at $26,000. 65.71% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about Walt Disney

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

• Positive Sentiment: Antipodes Global Fund disclosed a new investment in Disney, calling it a valuation opportunity. That kind of institutional buying can support the stock by signaling confidence that DIS may be undervalued. Antipodes Global Fund Invests in The Walt Disney Company (DIS) for Valuation Opportunities
• Positive Sentiment: Analysts and market commentary continue to frame Disney as a possible value and earnings-growth name, with some coverage highlighting price strength and a positive outlook relative to recent weakness. Earnings Growth & Price Strength Make Walt Disney (DIS) a Stock to Watch
• Neutral Sentiment: Disney continues to make normal park and consumer-brand news, including new seasonal offerings and merchandise at Walt Disney World. These stories support the brand but are unlikely to move the stock on their own.
• Neutral Sentiment: Coverage about Disney’s leadership structure and Bob Iger’s past deal-making, including discussion of a possible Apple merger, is more background than a near-term catalyst for DIS shares. Inside Disney's org chart: See the leaders who report to CEO Josh D'Amaro and creative chief Dana Walden
• Negative Sentiment: Disney faces fresh legal and regulatory pressure after reports that the FCC is investigating the company and after Disney agreed to a $50 million settlement tied to claims that it made live-TV streaming more expensive. Both headlines add potential costs and overhang to the stock. US media regulator Brendan Carr accuses Disney of ‘misinformation' on investigations Disney agreed to $50M settlement over claims it made live-TV streaming expensive
• Negative Sentiment: Recent commentary comparing Disney with other media names and noting slowing media-share trends suggests competitive pressure in streaming and advertising, which can weigh on investor sentiment toward DIS. Nielsen: YouTube Gains, Fox-Roku Would Be Third

Analysts Set New Price Targets

Several equities research analysts have weighed in on DIS shares. Citigroup increased their price target on Walt Disney from $135.00 to $145.00 and gave the stock a "buy" rating in a research report on Friday, May 8th. Barclays upped their target price on Walt Disney from $130.00 to $135.00 and gave the stock an "overweight" rating in a research note on Thursday, May 7th. Wells Fargo & Company decreased their target price on shares of Walt Disney from $148.00 to $146.00 and set an "overweight" rating for the company in a research note on Thursday, May 7th. JPMorgan Chase & Co. upped their price objective on shares of Walt Disney from $138.00 to $139.00 and gave the stock an "overweight" rating in a research report on Thursday, May 7th. Finally, Weiss Ratings lowered shares of Walt Disney from a "hold (c+)" rating to a "hold (c)" rating in a research note on Thursday, June 11th. One investment analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the stock has a consensus rating of "Moderate Buy" and a consensus target price of $133.71.

Walt Disney Trading Down 3.1%

Shares of Walt Disney stock opened at $98.03 on Friday. The company has a debt-to-equity ratio of 0.33, a current ratio of 0.68 and a quick ratio of 0.62. The stock's 50 day simple moving average is $102.88 and its 200-day simple moving average is $105.07. The stock has a market cap of $170.23 billion, a P/E ratio of 15.66, a P/E/G ratio of 1.27 and a beta of 1.39. The Walt Disney Company has a 1-year low of $92.18 and a 1-year high of $124.69.

Walt Disney (NYSE:DIS - Get Free Report) last announced 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. Walt Disney had a return on equity of 8.92% and a net margin of 11.54%.The firm had revenue of $25.17 billion for the quarter, compared to the consensus estimate of $24.87 billion. During the same quarter last year, the business posted $1.45 earnings per share. The firm's revenue was up 6.5% compared to the same quarter last year. Walt Disney has set its FY 2026 guidance at 6.640-6.640 EPS. Analysts predict that The Walt Disney Company will post 6.85 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.

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