Oldfield Partners LLP Grows Holdings in The Walt Disney Company $DIS

Key Points

• Oldfield Partners increased its Disney stake by 47.9% in the second quarter, acquiring 241,700 additional shares for a total of 745,800 shares valued at approximately $71.8 million. Disney now represents about 17.3% of the firm’s portfolio.
• Disney reported adjusted second-quarter EPS of $2.06, beating the $1.86 consensus estimate, while revenue rose 6.8% year over year to $25.25 billion. Streaming remained profitable, and Experiences revenue reached a record level.
• Analysts maintain a generally positive outlook, with Disney holding a consensus “Moderate Buy” rating and an average price target of $128.61, though regulatory uncertainty and substantial investment in theme parks and cruises remain risks.

Oldfield Partners LLP boosted its stake in shares of The Walt Disney Company (NYSE:DIS - Free Report) by 47.9% during the 2nd quarter, according to its most recent 13F filing with the SEC. The firm owned 745,800 shares of the entertainment giant's stock after buying an additional 241,700 shares during the period. Walt Disney makes up approximately 17.3% of Oldfield Partners LLP's holdings, making the stock its 3rd largest holding. Oldfield Partners LLP's holdings in Walt Disney were worth $71,783,000 at the end of the most recent reporting period.

Other large investors have also recently made changes to their positions in the company. Ballast Inc. boosted its position in Walt Disney by 31.7% in the 2nd quarter. Ballast Inc. now owns 19,535 shares of the entertainment giant's stock valued at $1,880,000 after buying an additional 4,701 shares during the period. Wedge Capital Management L L P NC increased its position in shares of Walt Disney by 8.9% during the second quarter. Wedge Capital Management L L P NC now owns 352,069 shares of the entertainment giant's stock worth $33,887,000 after acquiring an additional 28,777 shares during the period. Annex Advisory Services LLC increased its position in shares of Walt Disney by 12.9% during the second quarter. Annex Advisory Services LLC now owns 3,595 shares of the entertainment giant's stock worth $346,000 after acquiring an additional 410 shares during the period. Tema ETFs LLC raised its stake in shares of Walt Disney by 10.4% during the second quarter. Tema ETFs LLC now owns 36,829 shares of the entertainment giant's stock valued at $3,545,000 after acquiring an additional 3,480 shares in the last quarter. Finally, William Mack & Associates Inc. raised its stake in shares of Walt Disney by 14.8% during the second quarter. William Mack & Associates Inc. now owns 4,138 shares of the entertainment giant's stock valued at $398,000 after acquiring an additional 534 shares in the last quarter. 65.71% of the stock is owned by hedge funds and other institutional investors.

Key Walt Disney News

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

• Positive Sentiment: Disney reported a strong fiscal third quarter, with record Experiences revenue and 28% earnings-per-share growth. The results included adjusted EPS of $2.06, ahead of the $1.86 consensus, while Disney+ and Hulu remained profitable. Disney Q3 2026 Earnings Call Transcript
• Positive Sentiment: Disney is expanding its live sports portfolio through a multi-year global streaming agreement with Formula E covering Disney+ and ESPN in 144 countries. The deal could support engagement and subscriber growth, although its financial contribution is not yet known. Formula E announces global streaming deal with Disney+ and ESPN
• Positive Sentiment: Walt Disney Studios became the second film studio to surpass $4 billion in worldwide box-office revenue in 2026, offering evidence of continued strength in Disney’s film franchises. Walt Disney Studios Becomes Second Studio to Cross $4B Worldwide in 2026
• Positive Sentiment: Disney is reportedly evaluating FAST channels, which could create a lower-cost, advertising-supported distribution channel and help monetize its large content library. However, the company trails Fox’s Tubi and Paramount’s Pluto TV in the category. Disney Isn't Late to the FAST Party
• Neutral Sentiment: Disney is advancing theme-park projects, hotel signage upgrades and earlier delivery of new cruise ships. These initiatives support long-term Experiences growth but could require significant capital investment. Disney Brings Forward Delivery of Newbuilds
• Neutral Sentiment: Recent publicity and marketing leadership appointments, along with D23 programming announcements, are operationally relevant but unlikely to materially affect near-term earnings. Melissa Stone Named SVP of Publicity
• Negative Sentiment: An FCC in-house judge’s retirement is transferring a Disney-related probe to FCC Chair Brendan Carr, extending regulatory uncertainty. The development does not establish wrongdoing, but could weigh on sentiment until the investigation’s direction becomes clearer. FCC In-House Judge Retired, Punting Disney Probe to Carr

Wall Street Analysts Forecast Growth

Several research analysts recently issued reports on DIS shares. JPMorgan Chase & Co. increased their price objective on Walt Disney from $139.00 to $140.00 and gave the stock an "overweight" rating in a research note on Tuesday, June 30th. Needham & Company LLC reaffirmed a "buy" rating and set a $125.00 target price on shares of Walt Disney in a research report on Friday, June 12th. Weiss Ratings downgraded Walt Disney from a "hold (c+)" rating to a "hold (c)" rating in a research report on Thursday, June 11th. Citigroup cut their price target on Walt Disney from $145.00 to $135.00 and set a "buy" rating on the stock in a research note on Wednesday, July 29th. Finally, Rosenblatt Securities reaffirmed a "buy" rating and issued a $126.00 price objective on shares of Walt Disney in a research note on Thursday, August 6th. One analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, three have given a Hold rating and one has assigned a Sell rating to the company's stock. According to data from MarketBeat.com, the company presently has an average rating of "Moderate Buy" and a consensus target price of $128.61.

Walt Disney Stock Performance

Shares of DIS stock opened at $103.24 on Thursday. The firm has a market cap of $178.26 billion, a price-to-earnings ratio of 21.29, a PEG ratio of 1.21 and a beta of 1.39. The Walt Disney Company has a 52-week low of $92.18 and a 52-week high of $119.78. The company has a quick ratio of 0.65, a current ratio of 0.71 and a debt-to-equity ratio of 0.32. The company's 50 day moving average is $99.05 and its 200 day moving average is $101.66.

Walt Disney (NYSE:DIS - Get Free Report) last posted its earnings results on Wednesday, August 5th. The entertainment giant reported $2.06 earnings per share for the quarter, topping analysts' consensus estimates of $1.86 by $0.20. The company had revenue of $25.25 billion during the quarter, compared to analyst estimates of $25.39 billion. Walt Disney had a return on equity of 9.90% and a net margin of 8.70%.Walt Disney's revenue was up 6.8% on a year-over-year basis. During the same quarter in the prior year, the business earned $1.61 earnings per share. Walt Disney has set its FY 2026 guidance at 6.642-6.642 EPS. On average, sell-side analysts anticipate that The Walt Disney Company will post 6.9 EPS for the current fiscal year.

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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This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

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