SB Capital Management Inc Makes New Investment in The Walt Disney Company $DIS

Key Points

• SB Capital Management opened a new position in Walt Disney during the fourth quarter, buying 10,566 shares valued at about $1.2 million.
• Disney’s latest quarterly results topped expectations, with EPS of $1.57 versus the $1.49 consensus and revenue of $25.17 billion, up 6.5% year over year.
• Wall Street sentiment is broadly positive: several analysts raised targets or ratings, and Disney now carries a Moderate Buy consensus with an average price target of $133.71.

SB Capital Management Inc acquired a new stake in The Walt Disney Company (NYSE:DIS - Free Report) in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm acquired 10,566 shares of the entertainment giant's stock, valued at approximately $1,202,000.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Swiss RE Ltd. bought a new stake in shares of Walt Disney in the 4th quarter worth $25,000. Curio Wealth LLC lifted its holdings in shares of Walt Disney by 110.4% in the fourth 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 period. Sfam LLC bought a new position in Walt Disney during the fourth quarter valued at about $26,000. Greenline Wealth Management LLC bought a new position in Walt Disney during the fourth quarter valued at about $26,000. Finally, Commonwealth Retirement Investments LLC acquired a new position in Walt Disney during the fourth quarter worth about $29,000. Institutional investors own 65.71% of the company's stock.

Walt Disney Price Performance

NYSE DIS opened at $104.00 on Friday. The company has a debt-to-equity ratio of 0.33, a current ratio of 0.68 and a quick ratio of 0.62. The firm has a market capitalization of $180.59 billion, a price-to-earnings ratio of 16.61, a price-to-earnings-growth ratio of 1.32 and a beta of 1.39. The company has a 50 day simple moving average of $102.73 and a 200-day simple moving average of $105.20. The Walt Disney Company has a 52-week low of $92.18 and a 52-week high of $124.69.

Walt Disney (NYSE:DIS - Get Free Report) last announced its quarterly earnings data on Wednesday, May 6th. The entertainment giant reported $1.57 EPS for the quarter, beating analysts' consensus estimates of $1.49 by $0.08. The firm had revenue of $25.17 billion for the quarter, compared to the consensus estimate of $24.87 billion. Walt Disney had a net margin of 11.54% and a return on equity of 8.92%. The firm's revenue was up 6.5% on a year-over-year basis. During the same period in the previous year, the firm posted $1.45 earnings per share. Walt Disney has set its FY 2026 guidance at 6.640-6.640 EPS. Equities research analysts predict that The Walt Disney Company will post 6.85 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

Several equities research analysts have commented on the stock. Raymond James Financial upgraded shares of Walt Disney from a "market perform" rating to an "outperform" rating and set a $115.00 price target on the stock in a research report on Wednesday, April 1st. JPMorgan Chase & Co. lifted their price objective on shares of Walt Disney from $138.00 to $139.00 and gave the stock an "overweight" rating in a research note on Thursday, May 7th. Phillip Securities upgraded shares of Walt Disney from a "moderate buy" rating to a "strong-buy" rating in a report on Monday, May 11th. Citigroup increased 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. Finally, Wells Fargo & Company reduced their target price on shares of Walt Disney from $148.00 to $146.00 and set an "overweight" rating for the company in a report on Thursday, May 7th. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, five have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the stock currently has an average rating of "Moderate Buy" and a consensus price target of $133.71.

More Walt Disney News

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

• Positive Sentiment: Disney unveiled a new Lakeshore Lodge Resort at Walt Disney World, adding another high-profile park expansion that could support higher guest spending and long-term resort revenue. Disney unveils new Lakeshore Lodge Resort at Walt Disney World
• Positive Sentiment: Analysts and media coverage highlighted strong expectations for Toy Story 5, with commentary saying the franchise remains one of Disney’s most reliable money-makers and a potential boost to the studio’s 2026 film slate. Thirty years and $3 billion later, ‘Toy Story’ is still one of Disney’s surest bets
• Positive Sentiment: Disney is also pushing AI deeper into its business, including plans to launch AI-generated TV ads and use AI tools in theme-park design, which may improve ad sales efficiency and support its $17 billion parks expansion. Get ready for Disney's big AI ads push
• Neutral Sentiment: Disney revealed details on new transportation verification rules for Disney Springs and related park-access changes. These updates may improve crowd control and guest management, but the direct financial impact is unclear. Disney Reveals Full Details on Disney Springs Transportation Verification Starting June 28
• Negative Sentiment: A new pan-European patent injunction against Disney over alleged video-encoding patent infringement adds legal pressure on its streaming operations across 11 EU countries, raising potential costs and operational risk if the ruling is upheld. How A Pan‑EU Streaming Patent Injunction Could Impact Walt Disney (DIS) Investors

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.

Want to see what other hedge funds are holding DIS? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for The Walt Disney Company (NYSE:DIS - Free Report).

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.