FORA Capital LLC Purchases Shares of 13,944 The Walt Disney Company $DIS

Key Points

• FORA Capital LLC bought a new stake of 13,944 Disney shares in Q3 valued at about $1.597 million, contributing to overall institutional ownership of roughly 65.71%.
• Disney beat Q (latest) estimates with EPS of $1.63 vs. $1.57 and revenue of $25.98 billion (up 5.2% YoY); the stock trades at a PE of 14.6 and a market cap of about $175.9 billion.
• Analysts' consensus is a “Moderate Buy” with a $135.80 target, while near‑term catalysts include park reopenings, new Disney+ content and leadership hires, offset by ad‑revenue competition from platforms like YouTube.

FORA Capital LLC purchased a new stake in shares of The Walt Disney Company (NYSE:DIS - Free Report) in the third quarter, according to the company in its most recent filing with the SEC. The firm purchased 13,944 shares of the entertainment giant's stock, valued at approximately $1,597,000.

Several other institutional investors also recently modified their holdings of the stock. Copeland Capital Management LLC purchased a new stake in Walt Disney in the third quarter valued at approximately $25,000. Strengthening Families & Communities LLC purchased a new position in Walt Disney in the 3rd quarter worth approximately $29,000. Pilgrim Partners Asia Pte Ltd bought a new position in shares of Walt Disney in the 3rd quarter worth $33,000. Bare Financial Services Inc raised its position in shares of 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 buying an additional 95 shares in the last quarter. Finally, Total Investment Management Inc. purchased a new stake in shares of Walt Disney during the 2nd quarter valued at $37,000. 65.71% of the stock is currently owned by institutional investors.

Walt Disney Price Performance

Shares of NYSE:DIS opened at $99.29 on Friday. The company has a quick ratio of 0.61, a current ratio of 0.67 and a debt-to-equity ratio of 0.31. The stock has a market cap of $175.89 billion, a PE ratio of 14.60, a PEG ratio of 1.35 and a beta of 1.42. The company's fifty day moving average is $107.75 and its 200 day moving average is $110.39. The Walt Disney Company has a 52 week low of $80.10 and a 52 week high of $124.69.

Walt Disney (NYSE:DIS - Get Free Report) last announced its quarterly earnings data on Monday, February 2nd. The entertainment giant reported $1.63 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $1.57 by $0.06. Walt Disney had a return on equity of 8.90% and a net margin of 12.80%.The firm had revenue of $25.98 billion for the quarter, compared to analysts' expectations of $25.54 billion. During the same period last year, the firm earned $1.40 earnings per share. The company's revenue for the quarter was up 5.2% compared to the same quarter last year. Research analysts anticipate that The Walt Disney Company will post 5.47 earnings per share for the current year.

Key Stories Impacting Walt Disney

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

• Positive Sentiment: Walt Disney World set reopening dates for several refreshed attractions (including the revamped Buzz Lightyear ride and Big Thunder Mountain), which should help drive park traffic and F&B/merchandise spend as seasonal travel picks up. Walt Disney World announces reopening dates for Buzz Lightyear, Big Thunder Mountain
• Positive Sentiment: Disney is rolling out new family experiences and a "Cool KIDS' SUMMER" program with refreshed attractions and summer savings, plus the return of select free-dining promotions — initiatives that can stimulate bookings and incremental park revenue for the high season. Walt Disney World Launches New Family Experiences, Refreshed Attractions and Summer Savings for Cool KIDS' SUMMER
• Positive Sentiment: Disney+ content additions: the children’s hit Bluey is getting a firm arrival date on Disney+, and a new Star Wars series (Maul: Shadow Lord) launches in April — fresh originals that help engagement and retention on the streaming platform. Disney World Announces Exactly When Bluey Will Finally Arrive
• Positive Sentiment: Leadership update: Disney named Paul Roeder as Chief Communications Officer (effective March 19), a senior internal hire under incoming CEO Josh D’Amaro that suggests management is stabilizing communications and strategy ahead of operational initiatives. Paul Roeder Named Chief Communications Officer of The Walt Disney Company
• Neutral Sentiment: Promotional/consumer coverage such as guides to park footwear and lifestyle pieces are driving consumer interest but have little direct financial impact; they do reflect ongoing consumer engagement with the parks. I Visit Disney World Every Month & These Are the Most Supportive Sneakers for Walking 10+ Miles at the Parks
• Neutral Sentiment: Analyst/market takes: commentary noting Disney's attractive valuation and strategic moves (e.g., NFL rights) highlight upside catalysts but caution about lingering execution risks; these views can influence investor sentiment without immediate revenue impact. Walt Disney Stock Looks Cheap. But Is It a Buy?
• Negative Sentiment: Ad-revenue competition: a report highlights YouTube generating more ad revenue in 2025 than Disney and several legacy media companies, underlining margin pressure and the challenge of monetizing streaming at scale. YouTube Out Earns Disney, Paramount, Warner Bros, and More Just From Ad Revenue in 2025

Analyst Ratings Changes

Several research analysts 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 report on Monday, February 2nd. Morgan Stanley assumed coverage on Walt Disney in a research report on Tuesday, February 3rd. They set an "overweight" rating and a $135.00 price target on the stock. Wells Fargo & Company dropped their price target on Walt Disney from $152.00 to $150.00 and set an "overweight" rating for the company in a research note on Tuesday, February 3rd. Barclays reiterated an "overweight" rating on shares of Walt Disney in a report on Monday, February 2nd. Finally, The Goldman Sachs Group reissued a "buy" rating and set a $151.00 price objective on shares of Walt Disney in a report on Monday, February 2nd. Seventeen investment analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has given a Sell rating to the company's stock. According to data from MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and a consensus target price of $135.80.

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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