Okabena Investment Services Inc. Cuts Position in The Walt Disney Company $DIS

Key Points

• Okabena Investment Services sharply reduced its Walt Disney stake by 70.2% in the fourth quarter, leaving it with 7,094 shares worth about $807,000.
• Several other institutional investors also adjusted their Disney holdings, and hedge funds now own 65.71% of the company’s stock, indicating continued strong institutional interest overall.
• Recent news around Disney has been mostly positive, including reports of a possible new theme park tied to a major Experiences division investment, while analysts continue to view the stock favorably with a Moderate Buy rating and an average target price of $133.71.

Okabena Investment Services Inc. lessened its holdings in The Walt Disney Company (NYSE:DIS - Free Report) by 70.2% during the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 7,094 shares of the entertainment giant's stock after selling 16,697 shares during the period. Okabena Investment Services Inc.'s holdings in Walt Disney were worth $807,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Swiss RE Ltd. purchased a new position in shares of Walt Disney in the 4th quarter worth approximately $25,000. Curio Wealth LLC boosted its stake in shares of Walt Disney by 110.4% in the 4th quarter. Curio Wealth LLC now owns 223 shares of the entertainment giant's stock worth $26,000 after buying an additional 117 shares during the last quarter. Sfam LLC purchased a new position in shares of Walt Disney in the 4th quarter worth approximately $26,000. Greenline Wealth Management LLC purchased a new position in shares of Walt Disney in the 4th quarter worth approximately $26,000. Finally, Commonwealth Retirement Investments LLC purchased a new position in shares of Walt Disney in the 4th quarter worth approximately $29,000. Hedge funds and other institutional investors own 65.71% of the company's stock.

Key Headlines Impacting Walt Disney

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

• Positive Sentiment: Disney is reportedly expected to announce a new theme park as part of a larger $60 billion investment in its Experiences division, which is important because that segment drives most of Disney’s operating income and could signal long-term growth. Disney Expected To Announce New Theme Park
• Positive Sentiment: Disney continues to extend its franchises into consumer products, highlighted by Citizen’s new Moana-themed watch, which reinforces the company’s ability to monetize characters beyond film and streaming through licensing and merchandise. Citizen Moana Watch Shows Disney Extending Franchises Into Daily Life
• Positive Sentiment: Disney also launched new content tied to its well-known franchises, including “The Magic of Movies: Jessie Saves the Day,” which helps keep the brand active with families and supports the company’s content ecosystem. Disney launches The Magic of Movies: Jessie Saves the Day short
• Positive Sentiment: Analysts and market watchers are again highlighting Disney as a value name and a stock attracting investor attention, which can help sentiment around shares that are still trading below their longer-term moving averages. Here's Why Walt Disney (DIS) is a Strong Value Stock
• Neutral Sentiment: Disney Imagineering shared a behind-the-scenes look at a projection show, and other Disney World coverage focused on park traditions and operations; these items support brand engagement but are unlikely to move the stock on their own. Walt Disney Imagineering Shares Behind-the-Scenes Look at 'The Curious Child' Projection Show
• Neutral Sentiment: There was also broad “investor attention” coverage and box-office commentary, but nothing in the latest news clearly changes Disney’s near-term earnings outlook. The Walt Disney Company (DIS) is Attracting Investor Attention: Here is What You Should Know

Walt Disney Price Performance

Walt Disney stock opened at $101.77 on Tuesday. The Walt Disney Company has a 12 month low of $92.18 and a 12 month high of $124.69. The company has a current ratio of 0.68, a quick ratio of 0.62 and a debt-to-equity ratio of 0.33. The business's 50 day simple moving average is $102.38 and its 200 day simple moving average is $105.23. The company has a market cap of $176.72 billion, a price-to-earnings ratio of 16.26, a PEG ratio of 1.31 and a beta of 1.39.

Walt Disney (NYSE:DIS - Get Free Report) last posted its quarterly earnings data on Wednesday, May 6th. The entertainment giant reported $1.57 EPS for the quarter, beating 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 business had revenue of $25.17 billion for the quarter, compared to the consensus estimate of $24.87 billion. During the same quarter in the prior year, the business earned $1.45 earnings per share. 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. Sell-side analysts forecast that The Walt Disney Company will post 6.85 EPS for the current year.

Analysts Set New Price Targets

DIS has been the topic of a number of research analyst reports. Citigroup boosted their target price on Walt Disney from $135.00 to $145.00 and gave the stock a "buy" rating in a research note on Friday, May 8th. Weiss Ratings downgraded Walt Disney from a "hold (c+)" rating to a "hold (c)" rating in a research note on Thursday. Barclays upped their price objective on Walt Disney from $130.00 to $135.00 and gave the company an "overweight" rating in a research note on Thursday, May 7th. JPMorgan Chase & Co. upped their price objective on Walt Disney from $138.00 to $139.00 and gave the company an "overweight" rating in a research note on Thursday, May 7th. Finally, Wells Fargo & Company dropped their price objective on Walt Disney from $148.00 to $146.00 and set an "overweight" rating on the stock in a research note on Thursday, May 7th. One investment analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating, five have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, Walt Disney presently has an average rating of "Moderate Buy" and an average target price of $133.71.

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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