Fidelis Capital Partners LLC Increases Position in The Walt Disney Company $DIS

Key Points

• Fidelis Capital Partners LLC increased its Disney stake by 51.2% in the fourth quarter, buying 6,311 more shares and bringing its total to 18,640 shares worth about $2.12 million.
• Disney reported better-than-expected Q2 results, with EPS of $1.57 versus estimates of $1.49 and revenue of $25.17 billion versus expectations of $24.87 billion. Revenue rose 6.5% year over year.
• Analyst sentiment remains positive overall, with several firms raising price targets; MarketBeat’s consensus view is “Moderate Buy” and the average target price stands at $134.47.

Fidelis Capital Partners LLC raised its position in The Walt Disney Company (NYSE:DIS - Free Report) by 51.2% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 18,640 shares of the entertainment giant's stock after purchasing an additional 6,311 shares during the quarter. Fidelis Capital Partners LLC's holdings in Walt Disney were worth $2,121,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in DIS. Strengthening Families & Communities LLC purchased a new stake in shares of Walt Disney during the third quarter worth $29,000. JPL Wealth Management LLC purchased a new stake in shares of Walt Disney during the third quarter worth $30,000. Pilgrim Partners Asia Pte Ltd purchased a new stake in shares of Walt Disney during the third quarter worth $33,000. Bare Financial Services Inc increased its position in shares of Walt Disney by 48.5% during the third quarter. Bare Financial Services Inc now owns 291 shares of the entertainment giant's stock worth $33,000 after acquiring an additional 95 shares during the period. Finally, Eagle Bay Advisors LLC purchased a new stake in shares of Walt Disney during the fourth quarter worth $37,000. Hedge funds and other institutional investors own 65.71% of the company's stock.

Walt Disney Stock Performance

Shares of DIS stock opened at $104.19 on Thursday. 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 firm has a fifty day moving average price of $101.41 and a 200 day moving average price of $105.86. The company has a market cap of $180.92 billion, a P/E ratio of 16.64, a PEG ratio of 1.35 and a beta of 1.41. The Walt Disney Company has a 12 month low of $92.18 and a 12 month high of $124.69.

Walt Disney (NYSE:DIS - Get Free Report) last issued its earnings results on Wednesday, May 6th. The entertainment giant reported $1.57 EPS for the quarter, topping analysts' consensus estimates of $1.49 by $0.08. The firm had revenue of $25.17 billion during the quarter, compared to the consensus estimate of $24.87 billion. Walt Disney had a net margin of 11.54% and a return on equity of 8.92%. The company's revenue was up 6.5% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $1.45 earnings per share. Walt Disney has set its FY 2026 guidance at 6.640-6.640 EPS. Sell-side analysts predict that The Walt Disney Company will post 6.85 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 World is entering the summer season with multiple new attractions, upgrades, and refreshed guest services, including new park debuts and the return of airport luggage transfer for resort guests. Disney World springs into summer with updates, upgrades
• Positive Sentiment: Disney and Pixar’s Toy Story 5 is benefiting from a major promotional push, including Papa Johns-themed pop-ups, collectibles, and an animated Pixar spot that should help build audience awareness ahead of the movie’s June 19 release. Papa Johns Teams Up with Disney and Pixar for the Release of Toy Story 5
• Positive Sentiment: Disney World continues to roll out new family-focused entertainment, including “Bluey” and Muppets-related attractions, reinforcing the company’s theme park momentum and pricing power. Bluey, Muppets Coaster open at Walt Disney World
• Neutral Sentiment: Disney is also drawing attention for a new “Disney Celebrates America” initiative, but the story appears more branding-oriented than financially material in the near term. Walt Disney Company unveils new ‘Disney Celebrates America’ initiative
• Negative Sentiment: Investor sentiment may be tempered by commentary that The Mandalorian and Grogu underperformed at the box office, raising questions about Disney’s Star Wars film strategy and the strength of its theatrical pipeline. The Mandalorian and Grogu was a box-office disappointment
• Negative Sentiment: One Animal Kingdom attraction update has drawn complaints from fans, a reminder that not every park change is being welcomed by visitors. Disney changed Animal Kingdom attraction and fans are not happy

Analysts Set New Price Targets

DIS has been the topic of a number of recent research reports. Citigroup upped 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. Guggenheim upped 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. Wells Fargo & Company cut their price objective 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. Morgan Stanley initiated coverage on Walt Disney in a research report on Tuesday, February 3rd. They set an "overweight" rating and a $135.00 price objective on the stock. Finally, The Goldman Sachs Group reaffirmed a "buy" rating and set a $151.00 price objective on shares of Walt Disney in a research report on Monday, February 2nd. One investment analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, five have given a Hold rating and one has assigned a Sell rating to the company's stock. Based on data from MarketBeat, Walt Disney presently has a consensus rating of "Moderate Buy" and a consensus target price of $134.47.

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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