Northeast Investment Management Sells 7,234 Shares of The Walt Disney Company $DIS

Key Points

• Northeast Investment Management reduced its Walt Disney stake by 4.8% in Q1, selling 7,234 shares and leaving it with 143,086 shares valued at about $13.8 million.
• Despite that trim, Disney continues to attract institutional interest, with several funds recently opening or expanding positions and 65.71% of the stock now held by institutional investors.
• Analysts remain mostly positive on DIS, with multiple firms raising price targets and the consensus rating sitting at Moderate Buy with an average target price of $133.71.

Northeast Investment Management lessened its holdings in shares of The Walt Disney Company (NYSE:DIS - Free Report) by 4.8% during the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 143,086 shares of the entertainment giant's stock after selling 7,234 shares during the period. Northeast Investment Management's holdings in Walt Disney were worth $13,791,000 at the end of the most recent quarter.

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

Trending Headlines about Walt Disney

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

• Positive Sentiment: Antipodes Global Fund disclosed a new investment in Disney, calling it a valuation opportunity. That kind of institutional buying can support the stock by signaling confidence that DIS may be undervalued. Antipodes Global Fund Invests in The Walt Disney Company (DIS) for Valuation Opportunities
• Positive Sentiment: Analysts and market commentary continue to frame Disney as a possible value and earnings-growth name, with some coverage highlighting price strength and a positive outlook relative to recent weakness. Earnings Growth & Price Strength Make Walt Disney (DIS) a Stock to Watch
• Neutral Sentiment: Disney continues to make normal park and consumer-brand news, including new seasonal offerings and merchandise at Walt Disney World. These stories support the brand but are unlikely to move the stock on their own.
• Neutral Sentiment: Coverage about Disney’s leadership structure and Bob Iger’s past deal-making, including discussion of a possible Apple merger, is more background than a near-term catalyst for DIS shares. Inside Disney's org chart: See the leaders who report to CEO Josh D'Amaro and creative chief Dana Walden
• Negative Sentiment: Disney faces fresh legal and regulatory pressure after reports that the FCC is investigating the company and after Disney agreed to a $50 million settlement tied to claims that it made live-TV streaming more expensive. Both headlines add potential costs and overhang to the stock. US media regulator Brendan Carr accuses Disney of ‘misinformation' on investigations Disney agreed to $50M settlement over claims it made live-TV streaming expensive
• Negative Sentiment: Recent commentary comparing Disney with other media names and noting slowing media-share trends suggests competitive pressure in streaming and advertising, which can weigh on investor sentiment toward DIS. Nielsen: YouTube Gains, Fox-Roku Would Be Third

Wall Street Analyst Weigh In

DIS has been the subject of several recent analyst reports. Guggenheim upped their price objective on shares of Walt Disney from $115.00 to $120.00 and gave the stock a "buy" rating in a research report on Thursday, May 7th. Weiss Ratings lowered shares of Walt Disney from a "hold (c+)" rating to a "hold (c)" rating in a report on Thursday, June 11th. Rosenblatt Securities boosted their target price on shares of Walt Disney from $121.00 to $126.00 and gave the company a "buy" rating in a research report on Friday, June 5th. Barclays upped their price target on shares of Walt Disney from $130.00 to $135.00 and gave the stock an "overweight" rating in a report on Thursday, May 7th. Finally, JPMorgan Chase & Co. lifted their price objective on shares of Walt Disney from $138.00 to $139.00 and gave the company an "overweight" rating in a research note on Thursday, May 7th. One investment 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 given a Sell rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and an average target price of $133.71.

Walt Disney Price Performance

Walt Disney stock opened at $98.03 on Friday. The stock has a 50-day moving average price of $102.88 and a two-hundred day moving average price of $105.07. The Walt Disney Company has a 12 month low of $92.18 and a 12 month high of $124.69. The company has a market capitalization of $170.23 billion, a PE ratio of 15.66, a P/E/G ratio of 1.27 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 released its quarterly earnings results on Wednesday, May 6th. The entertainment giant reported $1.57 earnings per share 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 for the quarter, compared to analysts' expectations of $24.87 billion. During the same period in the previous year, the business posted $1.45 earnings per share. The business's quarterly revenue was up 6.5% compared to the same quarter last year. Walt Disney has set its FY 2026 guidance at 6.640-6.640 EPS. Analysts expect 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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