Infusive Asset Management Inc. Sells 18,188 Shares of The Walt Disney Company $DIS

Key Points

• Infusive Asset Management cut its Walt Disney stake by 41.2% in the fourth quarter, selling 18,188 shares and leaving it with 26,000 shares worth about $2.96 million.
• Analysts remain generally bullish on Disney: Needham reiterated a Buy rating with a $125 price target, while several firms raised targets and estimates. The stock’s consensus rating is Moderate Buy with an average price target of $133.71.
• Disney’s latest results topped expectations, with Q2 EPS of $1.57 versus the $1.49 consensus and revenue of $25.17 billion, up 6.5% year over year. The company also upgraded the My Disney Experience app, a small positive for its parks business.

Infusive Asset Management Inc. lowered its holdings in The Walt Disney Company (NYSE:DIS - Free Report) by 41.2% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 26,000 shares of the entertainment giant's stock after selling 18,188 shares during the quarter. Infusive Asset Management Inc.'s holdings in Walt Disney were worth $2,958,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Franklin Resources Inc. increased its stake in Walt Disney by 29.2% in the fourth quarter. Franklin Resources Inc. now owns 8,522,860 shares of the entertainment giant's stock valued at $969,646,000 after acquiring an additional 1,924,200 shares during the period. Vanguard Group Inc. increased its stake in Walt Disney by 0.4% in the third 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 period. World Investment Advisors increased its stake in Walt Disney by 18.8% in the fourth quarter. World Investment Advisors now owns 96,476 shares of the entertainment giant's stock valued at $10,976,000 after acquiring an additional 15,243 shares during the period. NEOS Investment Management LLC increased its stake in Walt Disney by 50.4% in the third quarter. NEOS Investment Management LLC now owns 226,240 shares of the entertainment giant's stock valued at $25,904,000 after acquiring an additional 75,791 shares during the period. Finally, Aviva PLC boosted its position in Walt Disney by 5.5% in the fourth quarter. Aviva PLC now owns 1,516,177 shares of the entertainment giant's stock valued at $172,495,000 after buying an additional 78,914 shares in the last quarter. Institutional investors own 65.71% of the company's stock.

Walt Disney News Roundup

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

• Positive Sentiment: Needham & Company reaffirmed its Buy rating on Disney and set a $125 price target, implying meaningful upside from recent trading levels and reinforcing bullish sentiment around the stock. Benzinga report on Needham rating reaffirmation
• Positive Sentiment: Erste Group Bank raised its FY2026 and FY2027 earnings estimates for Disney, signaling improving profit expectations and suggesting analysts see stronger fundamentals ahead.
• Positive Sentiment: Disney upgraded the My Disney Experience app to make vacation planning easier, a small but constructive sign that the company is improving the guest experience and supporting its parks business. AOL article on My Disney Experience app upgrade
• Neutral Sentiment: Several entertainment articles about Kevin Costner meeting Walt Disney, and other Disney-related lifestyle/travel pieces, are mostly brand awareness items and are unlikely to materially affect the stock price. Yahoo Entertainment article on Kevin Costner story
• Neutral Sentiment: Recent commentary also noted Disney’s share price weakness and valuation debate, but that appears more reflective of the broader pullback than a new company-specific catalyst. Yahoo Finance article on DIS share price weakness

Analyst Ratings Changes

A number of research firms have commented on DIS. 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. Citigroup boosted their price target on shares of Walt Disney from $135.00 to $145.00 and gave the company a "buy" rating in a research report on Friday, May 8th. Barclays boosted their price target on shares of Walt Disney from $130.00 to $135.00 and gave the company an "overweight" rating in a research report on Thursday, May 7th. Guggenheim boosted their price target on shares of Walt Disney from $115.00 to $120.00 and gave the company a "buy" rating in a research report on Thursday, May 7th. Finally, JPMorgan Chase & Co. boosted their price target on shares of Walt Disney from $138.00 to $139.00 and gave the company an "overweight" rating in a research report on Thursday, May 7th. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating, five have assigned a Hold rating and one has issued a Sell rating to the company's stock. According to data from MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and an average price target of $133.71.

Walt Disney Price Performance

Shares of DIS stock opened at $99.89 on Friday. The Walt Disney Company has a 1 year low of $92.18 and a 1 year high of $124.69. The firm's 50 day moving average is $102.28 and its 200-day moving average is $105.22. The firm has a market capitalization of $173.45 billion, a price-to-earnings ratio of 15.96, a PEG ratio of 1.31 and a beta of 1.39. The company has a current ratio of 0.68, a quick ratio of 0.62 and a debt-to-equity ratio of 0.33.

Walt Disney (NYSE:DIS - Get Free Report) last announced its earnings results on Wednesday, May 6th. The entertainment giant reported $1.57 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $1.49 by $0.08. Walt Disney had a net margin of 11.54% and a return on equity of 8.92%. The company had revenue of $25.17 billion for the quarter, compared to analyst estimates of $24.87 billion. During the same period in the prior year, the business earned $1.45 earnings per share. Walt Disney's quarterly revenue was up 6.5% on a year-over-year basis. Walt Disney has set its FY 2026 guidance at 6.640-6.640 EPS. Sell-side analysts forecast that The Walt Disney Company will post 6.85 EPS for the current fiscal year.

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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