Elevated Financial Group LLC Buys Shares of 6,311 The Walt Disney Company $DIS

Key Points

• Elevated Financial Group established a new position in The Walt Disney Company, buying 6,311 shares in Q4 valued at about $718,000, while other large institutions (e.g., Vanguard, State Street, Invesco) also added shares and institutional investors now own 65.71% of the company.
• Disney reported an EPS beat for the quarter ($1.63 vs. $1.57) and revenue of $25.98 billion (up 5.2% YoY); the stock trades near $102.59 and carries a consensus analyst rating of “Moderate Buy” with an average price target of $133.53.

Elevated Financial Group LLC bought a new position in The Walt Disney Company (NYSE:DIS - Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 6,311 shares of the entertainment giant's stock, valued at approximately $718,000.

Several other large investors also recently made changes to their positions in the company. Vanguard Group Inc. boosted its position in shares of 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 during the period. State Street Corp increased its position in Walt Disney by 3.0% in the 3rd quarter. State Street Corp now owns 82,019,749 shares of the entertainment giant's stock valued at $9,391,261,000 after acquiring an additional 2,376,706 shares during the period. Invesco Ltd. raised its stake in Walt Disney by 6.5% during the 3rd quarter. Invesco Ltd. now owns 12,994,916 shares of the entertainment giant's stock valued at $1,487,918,000 after acquiring an additional 790,365 shares in the last quarter. Amundi boosted its position in Walt Disney by 2.0% during the 3rd quarter. Amundi now owns 12,971,705 shares of the entertainment giant's stock worth $1,462,645,000 after acquiring an additional 254,626 shares during the period. Finally, Alliancebernstein L.P. boosted its position in Walt Disney by 4.3% during the 3rd quarter. Alliancebernstein L.P. now owns 12,650,425 shares of the entertainment giant's stock worth $1,448,474,000 after acquiring an additional 515,938 shares during the period. Institutional investors and hedge funds own 65.71% of the company's stock.

Walt Disney Trading Down 1.0%

Shares of DIS stock opened at $102.59 on Friday. The stock has a 50-day simple moving average of $101.15 and a 200 day simple moving average of $106.99. The stock has a market capitalization of $181.74 billion, a P/E ratio of 15.09, a P/E/G ratio of 1.45 and a beta of 1.44. The Walt Disney Company has a fifty-two week low of $88.56 and a fifty-two week high of $124.69. The company has a quick ratio of 0.61, a current ratio of 0.67 and a debt-to-equity ratio of 0.31.

Walt Disney (NYSE:DIS - Get Free Report) last issued its quarterly earnings results on Monday, February 2nd. The entertainment giant reported $1.63 EPS for the quarter, topping the consensus estimate of $1.57 by $0.06. Walt Disney had a net margin of 12.80% and a return on equity of 8.90%. The firm had revenue of $25.98 billion for the quarter, compared to analysts' expectations of $25.54 billion. During the same period in the previous year, the business earned $1.40 earnings per share. Walt Disney's revenue for the quarter was up 5.2% compared to the same quarter last year. On average, sell-side analysts expect that The Walt Disney Company will post 6.61 earnings per share for the current fiscal year.

Analysts Set New Price Targets

A number of brokerages have recently commented on DIS. TD Cowen reissued a "hold" rating and set a $123.00 price target on shares of Walt Disney in a report on Tuesday, February 3rd. Phillip Securities upgraded shares of Walt Disney to a "moderate buy" rating in a research report on Monday, January 12th. UBS Group reissued a "mixed" rating on shares of Walt Disney in a research note on Monday, February 2nd. Raymond James Financial upgraded shares of Walt Disney from a "market perform" rating to an "outperform" rating and set a $115.00 price target on the stock in a research report on Wednesday, April 1st. Finally, Jefferies Financial Group decreased their price objective on shares of Walt Disney from $136.00 to $132.00 and set a "buy" rating for the company in a report on Tuesday, February 3rd. Seventeen analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and an average target price of $133.53.

Key Headlines Impacting Walt Disney

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

• Positive Sentiment: Walt Disney World’s new solar facility will supply 100% of daytime power for all parks — reduces operating costs, supports ESG targets and may improve margins over time. Walt Disney World's new solar facility
• Positive Sentiment: Disney Parks programming and events — e.g., the return of the Disney H2O Glow event and ongoing attraction teases (Millennium Falcon/Smugglers Run) — should help drive attendance and in‑park spend in coming quarters. Disney H2O Glow Event
• Positive Sentiment: Content pipeline boost — reports that Taika Waititi is working on multiple Disney projects (including Marvel and Star Wars) reinforce long‑term content value for Disney+. New high‑profile projects can support subscriber engagement and licensing revenue. Taika Waititi projects
• Neutral Sentiment: PR and community initiatives (e.g., epilepsy awareness event at Walt Disney World, Disney+ programming for Deaf History Month) bolster brand and inclusion efforts but have limited near‑term revenue impact. Neurelis supports epilepsy awareness
• Negative Sentiment: Bob Iger rejoining Thrive Capital as an advisor after leaving Disney raises governance and leadership concerns for some investors — signals around management stability and Iger’s outside commitments can weigh on confidence. Bob Iger rejoins Thrive Capital
• Negative Sentiment: Analyst action: Barclays trimmed its price target for DIS to $130 (from $140) while keeping an Overweight rating — a downgrade in upside expectations that can pressure sentiment. Barclays trims DIS PT to $130
• Negative Sentiment: Employee/PR risk: reporting on an internal “AI adoption dashboard” that tracks token usage has drawn negative attention and could affect morale or public perception around workplace practices. Disney AI adoption dashboard coverage

About Walt Disney

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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