Envestnet Portfolio Solutions Inc. Acquires 21,594 Shares of The Walt Disney Company $DIS

Key Points

• Envestnet Portfolio Solutions increased its Walt Disney stake by 38.5% in the fourth quarter, buying 21,594 additional shares and lifting its total holdings to 77,741 shares worth about $8.85 million.
• Institutional interest in Disney remains strong overall, with hedge funds and other institutions owning 65.71% of the stock. Several other investors also added to or initiated positions during the period.
• Analysts are generally constructive on Disney, with an average rating of “Moderate Buy” and a consensus price target of $134.47. The company also recently beat earnings expectations, reporting $1.57 EPS on revenue of $25.17 billion.

Envestnet Portfolio Solutions Inc. boosted its position in The Walt Disney Company (NYSE:DIS - Free Report) by 38.5% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 77,741 shares of the entertainment giant's stock after purchasing an additional 21,594 shares during the quarter. Envestnet Portfolio Solutions Inc.'s holdings in Walt Disney were worth $8,845,000 at the end of the most recent quarter.

Other institutional investors also recently modified their holdings of the company. Varma Mutual Pension Insurance Co boosted its position in Walt Disney by 8.8% in the third quarter. Varma Mutual Pension Insurance Co now owns 284,894 shares of the entertainment giant's stock worth $32,620,000 after purchasing an additional 23,100 shares during the last quarter. Rakuten Investment Management Inc. bought a new position in shares of Walt Disney during the 3rd quarter valued at approximately $21,177,000. Cullen Capital Management LLC grew its position in Walt Disney by 18.2% in the 3rd quarter. Cullen Capital Management LLC now owns 38,973 shares of the entertainment giant's stock valued at $4,462,000 after acquiring an additional 5,991 shares during the last quarter. Vanguard Group Inc. grew its position in Walt Disney by 0.4% in the 3rd quarter. Vanguard Group Inc. now owns 158,121,947 shares of the entertainment giant's stock valued at $18,104,963,000 after acquiring an additional 620,463 shares during the last quarter. Finally, UMB Bank n.a. lifted its holdings in shares of Walt Disney by 119.8% in the 3rd quarter. UMB Bank n.a. now owns 147,521 shares of the entertainment giant's stock worth $16,891,000 after buying an additional 80,395 shares during the period. 65.71% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

DIS has been the subject of a number of analyst reports. The Goldman Sachs Group restated a "buy" rating and set a $151.00 price objective on shares of Walt Disney in a research note on Monday, February 2nd. Weiss Ratings lowered Walt Disney from a "hold (c+)" rating to a "hold (c)" rating in a report on Wednesday, May 13th. Wells Fargo & Company decreased their target price on Walt Disney from $148.00 to $146.00 and set an "overweight" rating on the stock in a research report on Thursday, May 7th. UBS Group reaffirmed a "mixed" rating on shares of Walt Disney in a research note on Monday, February 2nd. Finally, Guggenheim lifted their price objective on Walt Disney from $115.00 to $120.00 and gave the stock a "buy" rating in a research report on Thursday, May 7th. One analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, five have given a Hold rating and one has assigned a Sell rating to the company's stock. According to data from MarketBeat, the company currently has an average rating of "Moderate Buy" and an average price target of $134.47.

Walt Disney Stock Up 1.7%

Shares of NYSE DIS opened at $104.07 on Thursday. The Walt Disney Company has a 1 year low of $92.18 and a 1 year 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 market capitalization of $180.72 billion, a price-to-earnings ratio of 16.62, a price-to-earnings-growth ratio of 1.34 and a beta of 1.41. The business has a 50-day moving average of $101.05 and a two-hundred day moving average of $106.15.

Walt Disney (NYSE:DIS - Get Free Report) last posted its earnings results on Wednesday, May 6th. The entertainment giant reported $1.57 earnings per share 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 the consensus estimate of $24.87 billion. Walt Disney had a return on equity of 8.92% and a net margin of 11.54%.The business's quarterly revenue was up 6.5% on a year-over-year basis. During the same period in the previous year, the business earned $1.45 EPS. Walt Disney has set its FY 2026 guidance at 6.640-6.640 EPS. On average, analysts forecast that The Walt Disney Company will post 6.82 earnings per share for the current fiscal year.

Walt Disney News Summary

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

• Positive Sentiment: Disney is rolling out fresh theme-park updates, including a revamped Rock ’n’ Roller Coaster at Disney World and new/updated music and theming in Animation Courtyard, which could help drive guest interest and spending. Article Title
• Positive Sentiment: Disney announced leadership changes at Walt Disney World, naming Joe Schott as president, which may be viewed as a step toward smoother park operations and execution. Article Title
• Positive Sentiment: Analyst coverage turned more constructive after Erste Group raised its FY2026 EPS estimate for Disney, reinforcing expectations for solid earnings growth. Article Title
• Neutral Sentiment: Disney-related lifestyle and travel pieces highlighting “good neighbor” hotels and park experiences add visibility to the brand, but are unlikely to materially affect the stock on their own. Article Title
• Negative Sentiment: Disney is facing a proposed $5 million class-action lawsuit over its alleged use of facial-recognition technology on park visitors, adding legal and reputational risk for the company. Article Title

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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