Old North State Trust LLC Purchases Shares of 4,808 The Walt Disney Company $DIS

Key Points

• Old North State Trust LLC disclosed a new fourth-quarter position in Walt Disney, buying 4,808 shares valued at about $547,000. Several other hedge funds also added to or initiated stakes, and institutional investors now own 65.71% of Disney’s stock.
• Disney’s latest earnings topped expectations, with EPS of $1.57 versus estimates of $1.49 and revenue of $25.17 billion, up 6.5% from a year earlier. The company also reiterated its FY 2026 guidance at 6.640 EPS.
• Analyst sentiment remains constructive: multiple firms raised price targets, and the stock has a Moderate Buy consensus with an average target price of $133.71. Recent headlines highlighted strength in Disney’s parks business and the continued value of the Toy Story franchise, though a European patent injunction presents a legal risk for streaming.

Old North State Trust LLC purchased a new position in The Walt Disney Company (NYSE:DIS - Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm purchased 4,808 shares of the entertainment giant's stock, valued at approximately $547,000.

A number of other hedge funds have also recently modified their holdings of the company. Swiss RE Ltd. purchased a new stake in Walt Disney in the 4th quarter worth approximately $25,000. Curio Wealth LLC grew its position 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. Osbon Capital Management LLC purchased a new position in shares of Walt Disney during the fourth quarter valued at approximately $26,000. Sfam LLC purchased a new position in shares of Walt Disney during the fourth quarter valued at approximately $26,000. Finally, Greenline Wealth Management LLC bought a new position in shares of Walt Disney during the fourth quarter valued at approximately $26,000. Hedge funds and other institutional investors own 65.71% of the company's stock.

Walt Disney Stock Performance

Shares of Walt Disney stock opened at $104.00 on Friday. The Walt Disney Company has a 12 month low of $92.18 and a 12 month high of $124.69. The firm has a market capitalization of $180.59 billion, a P/E ratio of 16.61, a P/E/G ratio of 1.36 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. The business has a fifty day simple moving average of $102.83 and a two-hundred day simple moving average of $105.19.

Walt Disney (NYSE:DIS - Get Free Report) last released its earnings results on Wednesday, May 6th. The entertainment giant reported $1.57 earnings per share for the quarter, topping analysts' consensus estimates of $1.49 by $0.08. Walt Disney had a net margin of 11.54% and a return on equity of 8.92%. The firm had revenue of $25.17 billion for the quarter, compared to the consensus estimate of $24.87 billion. During the same period in the prior year, the firm earned $1.45 EPS. The company's 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. On average, equities analysts forecast that The Walt Disney Company will post 6.85 earnings per share for the current fiscal year.

Trending Headlines about Walt Disney

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

• Positive Sentiment: Disney is getting a lift from a bullish market note saying the stock’s recent move higher on heavy volume could continue if earnings estimate revisions keep improving. Disney (DIS) Surges 3.0%: Is This an Indication of Further Gains?
• Positive Sentiment: Management commentary on Shanghai Disneyland highlighted the park’s resilience in China, including 100 million cumulative visitors in 2025, reinforcing the importance of Disney’s international parks business. Bob Iger reflects on 10 years of Shanghai Disneyland as it defies the Chinese pullback
• Positive Sentiment: Disney’s “Toy Story” franchise continues to look like a dependable earnings engine, with coverage noting that the brand remains one of the company’s surest bets ahead of the next film launch. Thirty years and $3 billion later, ‘Toy Story’ is still one of Disney’s surest bets
• Positive Sentiment: Belkin’s new Toy Story 5-themed product tie-in adds to signs of strong franchise merchandising potential ahead of the movie release. Belkin Brings to Mexico the iPad Case Inspired by Lilypad...
• Neutral Sentiment: Several park-related updates, including the new Lakeshore Lodge Resort and Disney Springs changes, may support long-term attendance and spending, but they are not immediate stock-moving catalysts. First look: Disney unveils new Lakeshore Lodge Resort at Walt Disney World
• Negative Sentiment: A new patent injunction in Europe adds legal pressure on Disney’s streaming technology, creating a headline risk for the company’s media business. How A Pan‑EU Streaming Patent Injunction Could Impact Walt Disney (DIS) Investors

Wall Street Analysts Forecast Growth

Several analysts recently weighed in on DIS shares. JPMorgan Chase & Co. lifted their price target on shares of Walt Disney from $138.00 to $139.00 and gave the company an "overweight" rating in a report on Thursday, May 7th. Rosenblatt Securities raised their target price on shares of Walt Disney from $121.00 to $126.00 and gave the stock a "buy" rating in a research report on Friday, June 5th. Citigroup lifted their target price on shares of Walt Disney from $135.00 to $145.00 and gave the company a "buy" rating in a research note on Friday, May 8th. Phillip Securities upgraded shares of Walt Disney from a "moderate buy" rating to a "strong-buy" rating in a research report on Monday, May 11th. Finally, Guggenheim increased their price target on shares of Walt Disney from $115.00 to $120.00 and gave the stock a "buy" 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 issued a Sell rating to the stock. According to data from MarketBeat.com, Walt Disney has a consensus rating of "Moderate Buy" and a consensus 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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