Ethic Inc. Has $23.31 Million Stake in The Walt Disney Company $DIS

Key Points

• Ethic Inc. increased its Disney stake by 4.3% in the fourth quarter, ending with 204,854 shares valued at about $23.3 million.
• Wall Street remains bullish on Disney, with several analysts raising price targets after the company’s strong quarterly results; the consensus rating is now Moderate Buy with an average target of $134.47.
• Disney beat earnings and revenue estimates in its latest quarter, reporting EPS of $1.57 versus $1.49 expected and revenue of $25.17 billion, while also maintaining FY 2026 EPS guidance.

Ethic Inc. grew its stake in shares of The Walt Disney Company (NYSE:DIS - Free Report) by 4.3% in the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned 204,854 shares of the entertainment giant's stock after purchasing an additional 8,391 shares during the period. Ethic Inc.'s holdings in Walt Disney were worth $23,306,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Strengthening Families & Communities LLC purchased a new position in shares of Walt Disney during the third quarter valued at approximately $29,000. JPL Wealth Management LLC purchased a new stake in Walt Disney in the 3rd quarter valued at $30,000. Pilgrim Partners Asia Pte Ltd bought a new position in Walt Disney during the 3rd quarter valued at $33,000. Bare Financial Services Inc lifted its stake in Walt Disney by 48.5% during the 3rd quarter. Bare Financial Services Inc now owns 291 shares of the entertainment giant's stock valued at $33,000 after acquiring an additional 95 shares in the last quarter. Finally, Eagle Bay Advisors LLC purchased a new position in Walt Disney during the 4th quarter worth $37,000. 65.71% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

Several analysts have recently issued reports on the stock. Needham & Company LLC reiterated a "buy" rating and issued a $125.00 target price on shares of Walt Disney in a research note on Tuesday, March 31st. 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 report on Wednesday, April 1st. Weiss Ratings raised shares of Walt Disney from a "hold (c)" rating to a "hold (c+)" rating in a research report on Wednesday, April 29th. Barclays increased their price objective on shares of Walt Disney from $130.00 to $135.00 and gave the company an "overweight" rating in a research note on Thursday. Finally, Citigroup lifted their target price on shares of Walt Disney from $135.00 to $145.00 and gave the stock a "buy" rating in a research report on Friday. Seventeen equities research analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and an average price target of $134.47.

Walt Disney Stock Performance

Shares of DIS opened at $107.89 on Friday. The firm has a market cap of $187.36 billion, a PE ratio of 17.24, a PEG ratio of 1.47 and a beta of 1.41. The stock's fifty day moving average price is $100.87 and its two-hundred day moving average price is $106.63. The company has a debt-to-equity ratio of 0.33, a current ratio of 0.68 and a quick ratio of 0.61. 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 posted its quarterly earnings results on Wednesday, May 6th. The entertainment giant reported $1.57 earnings per share for the quarter, topping the consensus estimate of $1.49 by $0.08. Walt Disney had a return on equity of 8.92% and a net margin of 11.54%.The company had revenue of $25.17 billion during the quarter, compared to the consensus estimate of $24.87 billion. During the same quarter in the prior year, the company earned $1.45 EPS. The firm's quarterly 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. On average, equities research analysts forecast that The Walt Disney Company will post 6.83 EPS for the current year.

More Walt Disney News

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

• Positive Sentiment: Citigroup raised its price target on Disney to $145 from $135 and reiterated a buy rating, pointing to meaningful upside after the company’s strong quarterly results. Benzinga
• Positive Sentiment: Disney’s fiscal Q2 beat, with higher-than-expected EPS and revenue, is still driving bullish analyst revisions; JPMorgan, Barclays, Guggenheim, and others recently raised targets, reinforcing confidence in Disney’s earnings momentum and outlook. 247WallSt
• Positive Sentiment: Recent coverage highlighted improving streaming and theme-park performance under new CEO Josh D’Amaro, including continued parks strength and a longer-term push to grow Disney+ overseas and streamline the customer experience with a possible “super app.” TechCrunch
• Neutral Sentiment: Disney said CFO Hugh Johnston will participate in the MoffettNathanson conference next week, which keeps management visible to investors but is not an immediate operating catalyst. Business Wire
• Negative Sentiment: ABC is escalating its fight with the FCC after the Trump administration tried to apply equal-time rules to The View; the dispute raises regulatory and political uncertainty for Disney’s media operations. Reuters
• Negative Sentiment: Disney’s broader Trump-related messaging remains a legal and public-relations overhang, with reports saying the company is trying to avoid a direct confrontation while pushing back on pressure “politely.” Business Insider

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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