Concentric Capital Strategies LP Takes $11.51 Million Position in The Walt Disney Company $DIS

Key Points

• Concentric Capital Strategies LP opened a new position in Walt Disney during the fourth quarter, buying 101,171 shares worth about $11.5 million.
• Institutional interest in Disney remains strong, with hedge funds and other investors owning 65.71% of the company’s shares. Major holders such as Vanguard, State Street, and Geode also increased their stakes.
• Disney’s latest earnings beat expectations, posting $1.57 EPS on revenue of $25.17 billion, while analysts currently rate the stock a Moderate Buy with a consensus target price of $133.71.

Concentric Capital Strategies LP acquired a new position in shares of The Walt Disney Company (NYSE:DIS - Free Report) in the 4th quarter, according to its most recent 13F filing with the SEC. The fund acquired 101,171 shares of the entertainment giant's stock, valued at approximately $11,510,000.

A number of other institutional investors and hedge funds have also recently bought and sold shares of DIS. Vanguard Group Inc. increased its position in Walt Disney by 0.8% during the fourth quarter. Vanguard Group Inc. now owns 159,342,154 shares of the entertainment giant's stock worth $18,128,357,000 after buying an additional 1,220,207 shares in the last quarter. State Street Corp lifted its position in shares of Walt Disney by 2.3% in the fourth quarter. State Street Corp now owns 83,873,646 shares of the entertainment giant's stock valued at $9,604,567,000 after acquiring an additional 1,853,897 shares in the last quarter. Geode Capital Management LLC boosted its stake 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 valued at $4,597,804,000 after acquiring an additional 1,361,888 shares during the last quarter. J. Stern & Co. LLP boosted its stake in shares of 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 valued at $4,338,660,000 after acquiring an additional 37,719,041 shares during the last quarter. Finally, Norges Bank purchased a new stake in Walt Disney during the 4th quarter worth about $2,388,278,000. Hedge funds and other institutional investors own 65.71% of the company's stock.

Analyst Ratings Changes

A number of research firms have issued reports on DIS. Raymond James Financial upgraded shares of Walt Disney from a "market perform" rating to an "outperform" rating and set a $115.00 target price on the stock in a report on Wednesday, April 1st. Weiss Ratings downgraded shares of Walt Disney from a "hold (c+)" rating to a "hold (c)" rating in a report on Thursday, June 11th. Barclays boosted their price objective on shares of Walt Disney from $130.00 to $135.00 and gave the company an "overweight" rating in a research report on Thursday, May 7th. Needham & Company LLC restated a "buy" rating and set a $125.00 target price on shares of Walt Disney in a research report on Friday, June 12th. Finally, Wells Fargo & Company lowered 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. One investment analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating, five have assigned a Hold rating and one has issued a Sell rating to the company's stock. Based on data from MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and a consensus target price of $133.71.

Walt Disney Trading Down 0.4%

NYSE DIS opened at $100.91 on Thursday. The company has a market cap of $175.23 billion, a P/E ratio of 16.12, a P/E/G ratio of 1.32 and a beta of 1.39. The Walt Disney Company has a 12 month low of $92.18 and a 12 month high of $124.69. 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 company has a 50-day moving average of $102.57 and a 200-day moving average of $105.20.

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. Walt Disney had a net margin of 11.54% and a return on equity of 8.92%. The business had revenue of $25.17 billion for the quarter, compared to analysts' expectations of $24.87 billion. During the same period last year, the company earned $1.45 earnings per share. The company's quarterly revenue was up 6.5% on a year-over-year basis. Walt Disney has set its FY 2026 guidance at 6.640-6.640 EPS. As a group, equities analysts predict that The Walt Disney Company will post 6.85 earnings per share for the current year.

Walt Disney News Summary

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

• Positive Sentiment: Disney is expanding its advertising opportunity with plans to launch AI-generated TV ads in July, aimed at small and medium-sized businesses, which could help improve ad revenue and make its platform more attractive to marketers. Get ready for Disney's big AI ads push
• Positive Sentiment: Disney also highlighted AI use in theme park design through partnerships involving Adobe Firefly, suggesting potential efficiency gains and faster development for parks and attractions. Disney’s Imagineering Arm Using Adobe’s Firefly AI Models for Park Designs
• Positive Sentiment: Disney released the first teaser for its animated film Hexed, giving investors another sign of a stronger studio slate ahead of the holiday season. Disney Releases First Teaser Trailer For ‘Hexed,’ A Magical Animated Film Arriving This Thanksgiving
• Positive Sentiment: Several reports pointed to optimism around Disney’s film slate and parks business, with commentary suggesting the stock may be undervalued if upcoming releases and park demand deliver as expected. Walt Disney (DIS) Stock Could Be 23% Undervalued On Film Slate And Parks Optimism
• Neutral Sentiment: Disney World announced new ticket and transportation changes, including a two-day ticket option and restrictions on some resort bus access from Disney Springs. These are operational updates, but their near-term stock impact is likely limited. Disney World launches 2-park ticket offer for summer and fall
• Negative Sentiment: Disney faces a pan-European patent injunction over video encoding technology, which could create legal and operational complications for its streaming and distribution businesses across 11 EU countries. InterDigital awarded injunction against Disney by Unified Patent Court
• Negative Sentiment: Additional commentary noted Disney has lagged the broader market over the past six months, reinforcing concerns about recent share performance and investor sentiment. 3 Reasons to Sell DIS and 1 Stock to Buy Instead

Walt Disney Company 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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