Public Employees Retirement System of Ohio Invests $67.10 Million in The Walt Disney Company $DIS

Key Points

• Public Employees Retirement System of Ohio acquired 697,152 Disney shares valued at approximately $67.1 million, while institutional investors and hedge funds collectively own 65.71% of the company.
• Disney reported quarterly earnings of $2.06 per share, beating estimates of $1.86, while revenue rose 6.8% year over year to $25.25 billion but slightly missed expectations.
• Analysts maintain a generally positive view, with a consensus rating of “Moderate Buy” and an average price target of $127.61 versus the stock’s reported $106.80 price.

Public Employees Retirement System of Ohio purchased a new stake in The Walt Disney Company (NYSE:DIS - Free Report) in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 697,152 shares of the entertainment giant's stock, valued at approximately $67,101,000.

A number of other hedge funds have also recently bought and sold shares of DIS. Swiss RE Ltd. bought a new stake in Walt Disney during the fourth quarter valued at $25,000. Curio Wealth LLC grew its position 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 valued at $26,000 after buying an additional 117 shares during the last quarter. Sfam LLC acquired a new stake in Walt Disney during the fourth quarter worth about $26,000. Greenline Wealth Management LLC acquired a new stake in Walt Disney during the fourth quarter worth about $26,000. Finally, Osbon Capital Management LLC bought a new position in Walt Disney in the fourth quarter worth about $26,000. Institutional investors and hedge funds own 65.71% of the company's stock.

Walt Disney Price Performance

Shares of NYSE DIS opened at $106.80 on Friday. The stock has a market cap of $184.40 billion, a P/E ratio of 22.02, a P/E/G ratio of 1.29 and a beta of 1.39. The firm's 50-day simple moving average is $100.55 and its 200 day simple moving average is $101.53. The Walt Disney Company has a fifty-two week low of $92.18 and a fifty-two 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.

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, beating the consensus estimate of $1.86 by $0.20. The firm had revenue of $25.25 billion for the quarter, compared to analysts' expectations of $25.39 billion. Walt Disney had a net margin of 8.70% and a return on equity of 9.90%. Walt Disney's quarterly revenue was up 6.8% on a year-over-year basis. During the same quarter last year, the company earned $1.61 EPS. Walt Disney has set its FY 2026 guidance at 6.642-6.642 EPS. Equities analysts expect that The Walt Disney Company will post 6.9 EPS for the current year.

Wall Street Analysts Forecast Growth

Several research firms have recently commented on DIS. JPMorgan Chase & Co. upped their target price on Walt Disney from $139.00 to $140.00 and gave the company an "overweight" rating in a report on Tuesday, June 30th. Wolfe Research set a $131.00 price objective on Walt Disney in a research note on Tuesday, June 30th. UBS Group set a $115.00 target price on Walt Disney in a research report on Monday. Barclays upped their price target on shares of Walt Disney from $110.00 to $115.00 and gave the stock an "overweight" rating in a research report on Thursday, August 6th. Finally, Truist Financial set a $115.00 price objective on shares of Walt Disney in a research report on Monday, August 3rd. One analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and a consensus price target of $127.61.

Insider Buying and Selling at Walt Disney

In other Walt Disney news, EVP Paul M. Roeder sold 3,596 shares of the company's stock in a transaction dated Wednesday, August 19th. The shares were sold at an average price of $106.32, for a total value of $382,326.72. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Brent Woodford sold 7,238 shares of Walt Disney stock in a transaction that occurred on Friday, August 14th. The stock was sold at an average price of $105.31, for a total transaction of $762,233.78. Following the completion of the transaction, the executive vice president directly owned 62,323 shares in the company, valued at $6,563,235.13. This represents a 10.41% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 0.17% of the company's stock.

Walt Disney News Roundup

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

• Positive Sentiment: Disney’s Experiences segment generated approximately $3 billion in quarterly operating profit, with theme parks and cruise lines offsetting mixed performance elsewhere. The results support the view that parks, resorts, and cruises are key earnings drivers. Disney's Experiences Generated $3 Billion in One Quarter
• Positive Sentiment: Disney announced a new Lakeshore Lodge near the Magic Kingdom, scheduled to open in July 2027. The resort’s room offerings and early cash-booking program for Disney Vacation Club members could expand high-margin lodging revenue and strengthen the company’s vacation ecosystem. Disney's Lakeshore Lodge Reveals Rooms
• Positive Sentiment: Disney Cruise Line announced fall 2027 and spring 2028 sailings, including a new Disney Adventure port of call, providing additional evidence of continued investment in its growing cruise business. Disney Cruise Line Sailings Announced
• Positive Sentiment: Disney and the NFL are launching a merchandise collaboration, creating another licensing and consumer-products opportunity. Disney and NFL Partner for Apparel Collaboration
• Neutral Sentiment: CFO Hugh Johnston will participate in Goldman Sachs’ Communacopia + Technology Conference on September 9. Investors may look for commentary on streaming, parks demand, margins, and financial targets, but no new guidance was provided. Disney to Participate in Goldman Sachs Conference
• Negative Sentiment: Reports concerning a former actress’s lawsuit against Disney and a prior confidential settlement involving another party add legal and reputational noise, although the reported settlement could limit potential exposure. Raquel Lee Settlement Report

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.

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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