KMG Fiduciary Partners LLC Sells 25,761 Shares of The Walt Disney Company $DIS

Key Points

• KMG Fiduciary Partners cut its Disney stake by 76.5% in the second quarter, selling 25,761 shares and retaining 7,900 shares valued at approximately $760,000. Institutional investors collectively own 65.71% of Disney.
• Analyst sentiment remains broadly positive: Disney has a consensus “Moderate Buy” rating and an average price target of $128.61, despite several firms recently lowering their targets.
• Disney beat quarterly earnings expectations with adjusted EPS of $2.06 versus $1.86 forecast, while revenue rose 6.8% year over year to $25.25 billion. Shares opened at $103.48, within a 12-month range of $92.18 to $119.78.

KMG Fiduciary Partners LLC trimmed its holdings in The Walt Disney Company (NYSE:DIS - Free Report) by 76.5% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 7,900 shares of the entertainment giant's stock after selling 25,761 shares during the quarter. KMG Fiduciary Partners LLC's holdings in Walt Disney were worth $760,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds also recently made changes to their positions in the company. Swiss RE Ltd. bought a new stake in Walt Disney in the fourth quarter worth approximately $25,000. Curio Wealth LLC lifted its stake in Walt Disney by 110.4% in the fourth quarter. Curio Wealth LLC now owns 223 shares of the entertainment giant's stock valued at $26,000 after buying an additional 117 shares during the period. Osbon Capital Management LLC bought a new position in shares of Walt Disney during the 4th quarter worth approximately $26,000. Sfam LLC bought a new position in shares of Walt Disney during the 4th quarter worth approximately $26,000. Finally, Greenline Wealth Management LLC acquired a new stake in shares of Walt Disney during the 4th quarter worth approximately $26,000. Institutional investors own 65.71% of the company's stock.

Analyst Ratings Changes

Several research firms have recently weighed in on DIS. Rosenblatt Securities reiterated a "buy" rating and issued a $126.00 price objective on shares of Walt Disney in a research note on Thursday, August 6th. Citigroup cut their target price on shares of Walt Disney from $145.00 to $135.00 and set a "buy" rating on the stock in a research note on Wednesday, July 29th. Guggenheim restated a "buy" rating and issued a $120.00 price target on shares of Walt Disney in a report on Thursday, August 6th. Raymond James Financial decreased their price target on shares of Walt Disney from $119.00 to $111.00 and set an "outperform" rating for the company in a research note on Thursday, July 2nd. Finally, Weiss Ratings lowered shares of Walt Disney from a "hold (c+)" rating to a "hold (c)" rating in a report on Thursday, June 11th. One research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, three have given a Hold rating and one has assigned a Sell rating to the company's stock. According to data from MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and an average price target of $128.61.

Walt Disney Stock Performance

NYSE DIS opened at $103.48 on Wednesday. The company has a market cap of $178.67 billion, a P/E ratio of 21.34, a PEG ratio of 1.21 and a beta of 1.39. The company has a fifty day simple moving average of $98.98 and a 200 day simple moving average of $101.73. The company has a current ratio of 0.71, a quick ratio of 0.65 and a debt-to-equity ratio of 0.32. The Walt Disney Company has a 12-month low of $92.18 and a 12-month high of $119.78.

Walt Disney (NYSE:DIS - Get Free Report) last released its quarterly earnings data on Wednesday, August 5th. The entertainment giant reported $2.06 earnings per share for the quarter, beating analysts' consensus estimates of $1.86 by $0.20. The firm had revenue of $25.25 billion for the quarter, compared to analyst estimates of $25.39 billion. Walt Disney had a net margin of 8.70% and a return on equity of 9.90%. The business's quarterly revenue was up 6.8% compared to the same quarter last year. During the same period last year, the firm earned $1.61 earnings per share. Walt Disney has set its FY 2026 guidance at 6.642-6.642 EPS. Sell-side analysts predict that The Walt Disney Company will post 6.9 earnings per share for the current fiscal year.

Walt Disney News Roundup

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

• Positive Sentiment: Formula E deal expands Disney’s live-sports offering. Disney+ and ESPN will stream Formula E races across 144 countries beginning with the 2026–27 season. The multiyear agreement adds differentiated international sports content that could support subscriber engagement, advertising and streaming retention. Formula E announces global streaming deal with Disney+ and ESPN
• Positive Sentiment: Disney is increasing visibility for its franchises through D23. The company is livestreaming major D23 panels and the Disney Experiences showcase on Disney+, giving investors a preview of upcoming film, television, parks and consumer-products announcements. Can’t Attend D23? Disney Is Live Streaming Some of Its Biggest Panels
• Positive Sentiment: Streaming engagement continues to improve. Warner Bros. Discovery said its Disney Bundle is reducing churn and improving subscriber growth, while the new iHeartMedia video-podcast agreement adds lower-cost, recurring content to Disney+ and Hulu. Warner Bros. Discovery Says Disney Bundle Is Delivering
• Positive Sentiment: Analysts and value investors see recovery potential. Recent commentary highlights Disney’s multiyear-low valuation, elevated share buybacks and stronger parks and streaming operations. The company’s successful franchises, including Toy Story, Marvel and Star Wars, remain central to the recovery thesis.
• Neutral Sentiment: Disney is accelerating cruise-ship deliveries. Earlier delivery of newbuilds could bring forward capacity and revenue, but it also implies additional near-term capital spending and execution demands. Disney Brings Forward Delivery of Newbuilds
• Negative Sentiment: Risks remain in the parks and media businesses. Analysts cite softer Asian operations and cost pressures, while a wage-theft lawsuit involving Epcot restaurant operators could create reputational or legal distractions. These issues appear secondary to the streaming and sports catalysts but may limit enthusiasm.

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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