JM2 Capital Inc. Makes New Investment in The Walt Disney Company $DIS

Key Points

• JM2 Capital bought a new position of 5,147 shares in The Walt Disney Company in Q4, valued at about $586,000, and institutional investors now own roughly 65.71% of the stock.
• Management is cutting nearly 1,000 roles and merging Disney+ and Hulu teams to boost margins, while analysts remain constructive — BofA reiterated a Buy with a $125 target and the consensus average target is $132.19 (Moderate Buy).
• The upcoming FY2Q 2026 results webcast on May 6 is the primary near‑term catalyst; Disney recently beat EPS estimates ($1.63 vs. $1.57) and trades at a P/E of 14.87 with a 52‑week range of $82.01–$124.69.

JM2 Capital Inc. bought a new position in shares of The Walt Disney Company (NYSE:DIS - Free Report) during the 4th quarter, according to its most recent disclosure with the SEC. The fund bought 5,147 shares of the entertainment giant's stock, valued at approximately $586,000.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the stock. Varma Mutual Pension Insurance Co lifted its stake in shares of Walt Disney by 8.8% in the 3rd quarter. Varma Mutual Pension Insurance Co now owns 284,894 shares of the entertainment giant's stock valued at $32,620,000 after purchasing an additional 23,100 shares during the period. Sterling Investment Counsel LLC lifted its stake in shares of Walt Disney by 130.5% in the 3rd quarter. Sterling Investment Counsel LLC now owns 13,590 shares of the entertainment giant's stock valued at $1,556,000 after purchasing an additional 7,695 shares during the period. Baron Silver Stevens Financial Advisors LLC lifted its stake in shares of Walt Disney by 244.6% in the 3rd quarter. Baron Silver Stevens Financial Advisors LLC now owns 10,365 shares of the entertainment giant's stock valued at $1,187,000 after purchasing an additional 7,357 shares during the period. Rakuten Investment Management Inc. acquired a new position in shares of Walt Disney in the 3rd quarter valued at about $21,177,000. Finally, UMB Bank n.a. lifted its stake 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 valued at $16,891,000 after purchasing an additional 80,395 shares during the period. 65.71% of the stock is owned by institutional investors and hedge funds.

Key Headlines Impacting Walt Disney

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

• Positive Sentiment: BofA reiterated a Buy and $125 price target, highlighting Disney’s Experiences segment as a durable cash generator and a key upside driver for EPS — analyst support is propping investor sentiment. The Walt Disney Company (DIS): Balancing Near-Term Pressures with Long-Term Growth Drivers
• Positive Sentiment: Management is moving to cut costs — reports say Disney will cut nearly 1,000 roles and merge Disney+ and Hulu teams as part of streaming consolidation. Investors often view such moves favorably for near‑term margin improvement. Disney To Axe Nearly 1,000 Jobs Under New CEO Josh D'Amaro: Report
• Positive Sentiment: New gaming partnerships and IP deals can broaden non-box‑office revenue — Epic Games is reportedly working on a Disney extraction shooter slated for later this year, which signals additional monetization paths for Disney’s franchises. Epic Games is working on an Arc Raiders-like Disney extraction shooter slated to release by the end of the year
• Neutral Sentiment: Disney set a webcast to release FY2Q 2026 results on May 6 (pre‑market); the upcoming print and commentary will be the primary near-term catalyst and could swing the stock either direction. The Walt Disney Company Executives to Discuss Fiscal Second Quarter 2026 Financial Results via Webcast
• Neutral Sentiment: Broader market focus on streaming: Wall Street remains focused on subscriber economics, ad revenue growth and profitability across the sector — that macro focus helps explain investor interest in DIS but keeps results-driven volatility elevated. Wall Street still loves streaming, but are its affections well placed?
• Negative Sentiment: Technical/volume weakness: trading volume is below the stock’s average and the 50‑day moving average remains below the 200‑day, which is a technical headwind and could limit upward momentum absent strong fundamental news.

Walt Disney Stock Up 2.0%

DIS stock opened at $101.12 on Tuesday. The stock's 50 day simple moving average is $101.57 and its 200 day simple moving average is $107.52. The Walt Disney Company has a fifty-two week low of $82.01 and a fifty-two week high of $124.69. The company has a debt-to-equity ratio of 0.31, a quick ratio of 0.61 and a current ratio of 0.67. The company has a market cap of $179.14 billion, a P/E ratio of 14.87, a price-to-earnings-growth ratio of 1.39 and a beta of 1.44.

Walt Disney (NYSE:DIS - Get Free Report) last posted its quarterly earnings results on Monday, February 2nd. The entertainment giant reported $1.63 earnings per share for the quarter, topping 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 business had revenue of $25.98 billion for the quarter, compared to the consensus estimate of $25.54 billion. During the same period in the prior year, the business earned $1.40 EPS. The firm's revenue for the quarter was up 5.2% on a year-over-year basis. On average, research analysts expect that The Walt Disney Company will post 5.47 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

A number of research analysts have recently issued reports on the company. Morgan Stanley assumed coverage on Walt Disney in a research note on Tuesday, February 3rd. They issued an "overweight" rating and a $135.00 price objective on the stock. Guggenheim dropped their price objective on Walt Disney from $140.00 to $115.00 and set a "buy" rating on the stock in a research note on Wednesday, March 18th. UBS Group reissued a "mixed" rating on shares of Walt Disney in a research note on Monday, February 2nd. Phillip Securities upgraded Walt Disney to a "moderate buy" rating in a research note on Monday, January 12th. Finally, Needham & Company LLC restated a "buy" rating and issued a $125.00 target price on shares of Walt Disney in a research note on Tuesday, March 31st. Eighteen investment analysts have rated the stock with 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.com, Walt Disney has a consensus rating of "Moderate Buy" and an average target price of $132.19.

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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