New Age Alpha Advisors LLC Purchases 13,738 Shares of The Walt Disney Company $DIS

Key Points

• New Age Alpha Advisors LLC increased its Disney stake by 52.2% in the fourth quarter, buying 13,738 shares and bringing its total holdings to 40,045 shares valued at about $4.56 million.
• Disney reported better-than-expected quarterly results, with EPS of $1.57 versus estimates of $1.49 and revenue of $25.17 billion versus expectations of $24.87 billion. Revenue also rose 6.5% year over year.
• Analysts remain generally constructive on the stock, with a Moderate Buy consensus and an average price target of $134.47, though recent headlines highlighted both support from Disney’s content and parks businesses and risks from weaker Star Wars box-office performance and a facial-recognition lawsuit.

New Age Alpha Advisors LLC boosted its position in The Walt Disney Company (NYSE:DIS - Free Report) by 52.2% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 40,045 shares of the entertainment giant's stock after purchasing an additional 13,738 shares during the quarter. New Age Alpha Advisors LLC's holdings in Walt Disney were worth $4,556,000 at the end of the most recent reporting period.

Other large investors have also added to or reduced their stakes in the company. Strengthening Families & Communities LLC bought a new position in Walt Disney in the third quarter worth about $29,000. JPL Wealth Management LLC bought a new position in Walt Disney in the third quarter worth about $30,000. Pilgrim Partners Asia Pte Ltd bought a new position in Walt Disney in the third quarter worth about $33,000. Bare Financial Services Inc raised its holdings in Walt Disney by 48.5% in the third quarter. Bare Financial Services Inc now owns 291 shares of the entertainment giant's stock worth $33,000 after purchasing an additional 95 shares in the last quarter. Finally, Eagle Bay Advisors LLC bought a new position in Walt Disney in the fourth quarter worth about $37,000. 65.71% of the stock is currently owned by institutional investors.

Walt Disney Price Performance

Shares of NYSE DIS opened at $103.12 on Tuesday. The business's 50 day moving average price is $101.22 and its 200 day moving average price is $105.96. The firm has a market cap of $179.07 billion, a P/E ratio of 16.47, a P/E/G ratio of 1.35 and a beta of 1.41. The Walt Disney Company has a 52 week low of $92.18 and a 52 week high of $124.69. The company has a quick ratio of 0.62, a current ratio of 0.68 and a debt-to-equity ratio of 0.33.

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

Key Walt Disney News

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

• Positive Sentiment: Disney’s “Throwback” campaign is being framed as a win because it highlights the company’s deep content library and may help drive renewed interest in legacy films and franchises. Why Disney’s 'Throwback' campaign is a major win for investors
• Positive Sentiment: Coverage around Disney parks and attractions, including new rides, lands, shows, and character experiences, supports the view that the parks business continues to offer fresh demand drivers. Disneyland and Disney World: Summer Deals, New Lands and Rides in 2026 and Beyond
• Positive Sentiment: The new Star Wars film The Mandalorian and Grogu brought Disney’s franchise back to theaters and generated a large opening weekend, showing there is still major monetization power in Disney’s IP. ‘The Mandalorian and Grogu' Returns Star Wars to Theaters With $102 Million
• Neutral Sentiment: Several lighter Disney Parks and character stories, including Goofy and Rapunzel appearances, are fan-service items that reinforce brand engagement but are unlikely to materially affect the stock. Rapunzel, Goofy, and More Characters Roam Animation Courtyard at Disney’s Hollywood Studios
• Neutral Sentiment: Broader coverage of Disney-related culture and tourism, including a Make-A-Wish trip and a history article about Pocahontas, is not likely to move the shares. Make-A-Wish sends 3-year-old with brain tumor to Disney
• Negative Sentiment: Reports say The Mandalorian and Grogu opened below prior Star Wars entries and at the franchise’s weakest Disney-era level, raising concerns about box-office momentum for a key IP. ‘The Mandalorian and Grogu' opens below ‘Solo' in weakest Disney-era ‘Star Wars' debut
• Negative Sentiment: Disney is also facing a facial-recognition lawsuit tied to privacy and biometric-data concerns at its California parks, which adds legal and regulatory overhang. Disney Facial Recognition Lawsuit Puts Privacy And Valuation In Focus

Analyst Ratings Changes

DIS has been the topic of several recent analyst reports. Guggenheim upped their price objective on shares of Walt Disney from $115.00 to $120.00 and gave the company a "buy" rating in a report on Thursday, May 7th. Barclays upped their price objective on shares of Walt Disney from $130.00 to $135.00 and gave the company an "overweight" rating in a report on Thursday, May 7th. TD Cowen restated a "hold" rating and set a $123.00 price objective on shares of Walt Disney in a report on Tuesday, February 3rd. Weiss Ratings downgraded shares of Walt Disney from a "hold (c+)" rating to a "hold (c)" rating in a report on Wednesday, May 13th. Finally, Jefferies Financial Group cut their price objective on shares of Walt Disney from $136.00 to $132.00 and set a "buy" rating on the stock in a report on Tuesday, February 3rd. One investment analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, five have issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the stock has a consensus rating of "Moderate Buy" and a consensus price target of $134.47.

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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