Perkins Coie Trust Co Has $2.20 Million Stock Position in The Walt Disney Company $DIS

Key Points

• Perkins Coie Trust Co. reduced its Disney position by 17.8% in the second quarter, selling 4,948 shares and retaining 22,855 shares valued at approximately $2.2 million.
• Other institutional investors, including Franklin Resources, Aviva and World Investment Advisors, increased their Disney holdings; institutions and hedge funds collectively own 65.71% of the stock.
• Disney exceeded quarterly EPS expectations with $2.06 versus the $1.86 consensus, while revenue rose 6.8% year over year. Analysts maintain a generally positive outlook, with a “Moderate Buy” consensus and an average price target of $128.61.

Perkins Coie Trust Co lowered its position in The Walt Disney Company (NYSE:DIS - Free Report) by 17.8% during the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 22,855 shares of the entertainment giant's stock after selling 4,948 shares during the period. Perkins Coie Trust Co's holdings in Walt Disney were worth $2,200,000 as of its most recent SEC filing.

A number of other hedge funds have also recently added to or reduced their stakes in the company. Franklin Resources Inc. boosted its stake in Walt Disney by 29.2% during the 4th quarter. Franklin Resources Inc. now owns 8,522,860 shares of the entertainment giant's stock valued at $969,646,000 after purchasing an additional 1,924,200 shares during the last quarter. Aviva PLC raised its stake in shares of Walt Disney by 5.5% in the fourth quarter. Aviva PLC now owns 1,516,177 shares of the entertainment giant's stock worth $172,495,000 after purchasing an additional 78,914 shares during the last quarter. World Investment Advisors raised its stake in shares of Walt Disney by 18.8% in the fourth quarter. World Investment Advisors now owns 96,476 shares of the entertainment giant's stock worth $10,976,000 after purchasing an additional 15,243 shares during the last quarter. Windsor Advisory Group LLC raised its stake in shares of Walt Disney by 297.9% in the first quarter. Windsor Advisory Group LLC now owns 10,082 shares of the entertainment giant's stock worth $972,000 after purchasing an additional 7,548 shares during the last quarter. Finally, Xponance LLC lifted its holdings in shares of Walt Disney by 7.5% in the fourth quarter. Xponance LLC now owns 291,158 shares of the entertainment giant's stock valued at $33,125,000 after purchasing an additional 20,266 shares in the last quarter. Institutional investors and hedge funds own 65.71% of the company's stock.

Walt Disney Stock Down 1.5%

Shares of NYSE:DIS opened at $103.31 on Tuesday. The company has a market capitalization of $178.38 billion, a PE ratio of 21.30, a price-to-earnings-growth ratio of 1.23 and a beta of 1.39. The company has a debt-to-equity ratio of 0.32, a current ratio of 0.71 and a quick ratio of 0.65. The business has a fifty day moving average price of $98.94 and a two-hundred day moving average price of $101.80. The Walt Disney Company has a 1 year low of $92.18 and a 1 year high of $119.78.

Walt Disney (NYSE:DIS - Get Free Report) last released its earnings results on Wednesday, August 5th. The entertainment giant reported $2.06 EPS for the quarter, topping analysts' consensus estimates of $1.86 by $0.20. The company had revenue of $25.25 billion for the quarter, compared to analysts' expectations of $25.39 billion. Walt Disney had a return on equity of 9.90% and a net margin of 8.70%.The business's revenue for the quarter was up 6.8% compared to the same quarter last year. During the same period in the previous year, the business posted $1.61 EPS. Walt Disney has set its FY 2026 guidance at 6.642-6.642 EPS. Analysts forecast that The Walt Disney Company will post 6.91 earnings per share for the current year.

Wall Street Analyst Weigh In

Several brokerages recently issued reports on DIS. UBS Group cut their target price on Walt Disney from $138.00 to $133.00 and set a "buy" rating on the stock in a research report on Monday, July 20th. Weiss Ratings cut Walt Disney from a "hold (c+)" rating to a "hold (c)" rating in a research note on Thursday, June 11th. Rosenblatt Securities reaffirmed a "buy" rating and set a $126.00 price objective on shares of Walt Disney in a report on Thursday, August 6th. Wells Fargo & Company upped their target price on shares of Walt Disney from $125.00 to $132.00 and gave the stock an "overweight" rating in a research note on Thursday, August 6th. Finally, Needham & Company LLC reiterated a "buy" rating and issued a $125.00 target price on shares of Walt Disney in a report on Friday, June 12th. One research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, Walt Disney has a consensus rating of "Moderate Buy" and a consensus price target of $128.61.

More Walt Disney News

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

• Positive Sentiment: Streaming bundle performance is improving. Warner Bros. Discovery executives said the Disney Bundle is reducing churn and supporting subscriber growth, providing outside validation of Disney’s bundling strategy and potentially improving streaming economics. Warner Bros. Discovery Says Disney Bundle Is Delivering
• Positive Sentiment: Parks and streaming remain key growth drivers. Disney reportedly exceeded expectations on operating performance, supported by gains in its parks and streaming businesses. Analysts remain constructive, although they cited some regional softness and cost pressures. Disney Beats on Parks and Streaming Growth in Q3
• Positive Sentiment: Analyst sentiment is supportive. Needham maintained an optimistic view of DIS amid rising competition, while other coverage cited a reiterated buy rating and a higher $115 price target. Needham Remains Optimistic on Disney
• Positive Sentiment: Disney is expanding content and engagement opportunities. A new iHeartMedia video-podcast agreement for Disney+ and Hulu, including “Hey Jonas!” and other titles, could broaden viewing hours and strengthen the platforms’ entertainment ecosystems. Disney Hulu and iHeartMedia Announce Video Podcast Deal
• Neutral Sentiment: Disney+ is testing AI-powered discovery tools and planning a broader fan ecosystem spanning games, merchandise, interactive experiences, and partnerships. These initiatives may support engagement and retention, but their financial impact remains unproven. Disney Plus AI Search and Discovery Beta
• Neutral Sentiment: Upcoming Experiences announcements and potential Florida theme-park expansion reinforce Disney’s long-term capital-investment pipeline, but they are unlikely to materially affect near-term results. Disney Experiences Showcase at D23
• Negative Sentiment: Near-term concerns include Asian-market softness, rising costs, and litigation. A lawsuit accusing Epcot restaurant operators of wage theft could create reputational and legal overhang, although it does not currently indicate a companywide financial impact. Epcot Restaurant Operators Accused of Wage Theft

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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