LPL Financial LLC Lowers Stock Position in The Walt Disney Company $DIS

Key Points

• LPL Financial LLC trimmed its Walt Disney stake by 0.3% in the fourth quarter, but still held 2.37 million shares valued at about $269.3 million.
• Institutional ownership in Disney remains high, with hedge funds and other institutions owning 65.71% of the company’s stock, and several other investors also modestly increasing their positions.
• Analysts remain generally positive on Disney: recent target hikes and upgrades left the stock with a Moderate Buy consensus and an average price target of $133.71.

LPL Financial LLC lowered its position in shares of The Walt Disney Company (NYSE:DIS - Free Report) by 0.3% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 2,366,637 shares of the entertainment giant's stock after selling 8,067 shares during the quarter. LPL Financial LLC owned about 0.13% of Walt Disney worth $269,252,000 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. Pinnacle Bancorp Inc. increased its holdings in shares of Walt Disney by 1.5% during the fourth quarter. Pinnacle Bancorp Inc. now owns 5,876 shares of the entertainment giant's stock valued at $669,000 after acquiring an additional 89 shares in the last quarter. CFO4Life Group LLC increased its holdings in shares of Walt Disney by 1.2% during the third quarter. CFO4Life Group LLC now owns 7,894 shares of the entertainment giant's stock valued at $904,000 after acquiring an additional 92 shares in the last quarter. Stonebrook Private Inc. increased its holdings in shares of Walt Disney by 4.1% during the third quarter. Stonebrook Private Inc. now owns 2,357 shares of the entertainment giant's stock valued at $270,000 after acquiring an additional 92 shares in the last quarter. Y.D. More Investments Ltd increased its holdings in shares of Walt Disney by 21.9% during the third quarter. Y.D. More Investments Ltd now owns 524 shares of the entertainment giant's stock valued at $60,000 after acquiring an additional 94 shares in the last quarter. Finally, Bare Financial Services Inc increased its holdings 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 valued at $33,000 after acquiring an additional 95 shares in the last quarter. Hedge funds and other institutional investors own 65.71% of the company's stock.

Key Walt Disney News

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

• Positive Sentiment: Wall Street-focused coverage continues to point to upside in Disney, with one article noting DIS as a deep value stock and another saying analysts still model meaningful upside versus the current share price. 5 Deep Value Stocks to Invest In Now These 3 Underperforming Dow Stocks Have 3 Things in Common but Wall Street Remains Bullish
• Positive Sentiment: Another piece argues Disney’s management is focused on long-term value creation, which may reinforce investor confidence in the company’s strategic direction. Disney (DIS) Signals A Long-Term Vision Focused On Consistent Value Creation
• Neutral Sentiment: Several articles are park- and entertainment-related, including coverage of ride upgrades, Carousel of Progress closing for a major refresh, and Disney World reacting to an earthquake; these are interesting for brand engagement but are not likely to materially move the stock on their own. Discover How Disney World Transforms Rides Overnight with Cutting-Edge Tech
• Neutral Sentiment: One Seeking Alpha article characterizes Disney as still “muddling through,” suggesting the recovery thesis remains in progress rather than fully proven. Disney: Continuing To Muddle Through As A Base Case Scenario Ahead
• Negative Sentiment: Reports that Disney World attractions temporarily shut down after an earthquake and that roller coasters were closed may add short-term operational headlines, but they appear to be temporary disruptions rather than a fundamental issue. Walt Disney World closes roller coasters after Florida earthquake report

Analyst Upgrades and Downgrades

Several equities analysts have recently weighed in on the company. JPMorgan Chase & Co. raised their price target on Walt Disney from $138.00 to $139.00 and gave the company an "overweight" rating in a report on Thursday, May 7th. Wells Fargo & Company reduced their price target on Walt Disney from $148.00 to $146.00 and set an "overweight" rating for the company in a report on Thursday, May 7th. Phillip Securities upgraded Walt Disney from a "moderate buy" rating to a "strong-buy" rating in a report on Monday, May 11th. Raymond James Financial upgraded Walt Disney from a "market perform" rating to an "outperform" rating and set a $115.00 price target for the company in a report on Wednesday, April 1st. Finally, Citigroup raised their price target on Walt Disney from $135.00 to $145.00 and gave the company a "buy" rating in a report on Friday, May 8th. One analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, Walt Disney has a consensus rating of "Moderate Buy" and a consensus price target of $133.71.

Walt Disney Price Performance

NYSE DIS opened at $99.39 on Wednesday. The Walt Disney Company has a one year low of $92.18 and a one year high of $124.69. The stock has a 50-day moving average of $102.04 and a 200 day moving average of $105.31. The company has a market capitalization of $172.60 billion, a price-to-earnings ratio of 15.88, a PEG ratio of 1.29 and a beta of 1.39. The company has a debt-to-equity ratio of 0.33, a quick ratio of 0.62 and a current ratio of 0.68.

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

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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