Collaborative Fund Advisors LLC Purchases Shares of 5,686 The Walt Disney Company $DIS

Key Points

• Collaborative Fund Advisors LLC initiated a new position in Walt Disney, buying 5,686 shares worth about $548,000 in the first quarter.
• Institutional ownership remains very high, with major investors like Vanguard, State Street, Geode Capital, and Norges Bank also increasing or adding to their Disney holdings.
• Analyst sentiment is generally positive: Disney has a Moderate Buy consensus rating, with a consensus price target of $133.33 versus a recent share price around $99.42.

Collaborative Fund Advisors LLC acquired a new position in shares of The Walt Disney Company (NYSE:DIS - Free Report) in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund acquired 5,686 shares of the entertainment giant's stock, valued at approximately $548,000.

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

Wall Street Analyst Weigh In

A number of equities analysts have recently weighed in on the company. Barclays increased 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. Raymond James Financial decreased their price objective on Walt Disney from $119.00 to $111.00 and set an "outperform" rating on the stock in a report on Thursday. Rosenblatt Securities increased their price objective on Walt Disney from $121.00 to $126.00 and gave the stock a "buy" rating in a research report on Friday, June 5th. Citigroup increased their price objective on Walt Disney from $135.00 to $145.00 and gave the stock a "buy" rating in a research report on Friday, May 8th. Finally, Wolfe Research set a $131.00 target price on Walt Disney in a report on Tuesday, June 30th. One analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, five have issued a Hold rating and one has given a Sell rating to the company's stock. According to MarketBeat, the company currently has a consensus rating of "Moderate Buy" and a consensus price target of $133.33.

Walt Disney Stock Down 0.1%

NYSE DIS opened at $99.42 on Monday. 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 1-year low of $92.18 and a 1-year high of $124.61. The company has a 50 day moving average of $102.07 and a 200-day moving average of $104.58. The company has a market cap of $172.65 billion, a price-to-earnings ratio of 15.88, a PEG ratio of 1.25 and a beta of 1.39.

Walt Disney (NYSE:DIS - Get Free Report) last issued its quarterly earnings results on Wednesday, May 6th. The entertainment giant reported $1.57 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.49 by $0.08. The business had revenue of $25.17 billion during the quarter, compared to analysts' expectations of $24.87 billion. Walt Disney had a return on equity of 8.92% and a net margin of 11.54%.The firm's revenue for the quarter was up 6.5% compared to the same quarter last year. During the same period in the previous year, the company posted $1.45 earnings per share. Walt Disney has set its FY 2026 guidance at 6.640-6.640 EPS. On average, equities research analysts expect that The Walt Disney Company will post 6.86 earnings per share for the current fiscal year.

Trending Headlines about Walt Disney

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

• Positive Sentiment: Analysts continue to view Disney as undervalued, with JPMorgan recently lifting its price target to $140 from $139 and maintaining an Overweight rating, suggesting meaningful upside from current levels. Is The Walt Disney Company (DIS) Stock Undervalued Ahead of Disney’s Fiscal Q3 Earnings Report?
• Positive Sentiment: Disney was highlighted by Zacks as a top-ranked momentum and strong value stock, reinforcing the idea that some investors see favorable fundamentals and relative strength ahead of earnings. Walt Disney (DIS) is a Top-Ranked Momentum Stock: Should You Buy?
• Neutral Sentiment: Disney is getting publicity around Parks and experiential content, including a new Rapunzel-themed hat, a behind-the-scenes Disneyland feature, and programming tied to Disney World and the Walt Disney Concert Hall; these stories support brand visibility but are unlikely to move the stock on their own. Rapunzel Princess Hat Arrives at Walt Disney World Resort
• Neutral Sentiment: Disney is also drawing attention for planning a 24-hour July 4th “Celebrates America” broadcast, which may help engagement and ad inventory but does not materially change the earnings outlook immediately. Disney Spent More Than A Year Devising 24 Hours of July 4th Coverage
• Negative Sentiment: There are still overhangs from a $50 million settlement tied to live TV streaming pricing, which keeps legal and customer-pricing pressure in the spotlight. Here's how to file your claim in Disney's $50 million settlement over live TV streaming prices
• Negative Sentiment: Recent reports of a small fire at “it’s a small world” and a ride shutdown at Disney World are operationally negative headlines, even if the incident appears limited in scope. Video: Small fire sparks at Disney World's 'it's a small world' after portable charger ignites

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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