The Walt Disney Company $DIS Shares Acquired by Global Trust Asset Management LLC

Key Points

• Global Trust Asset Management LLC boosted its Disney stake by 292% in Q4, adding 5,533 shares to hold 7,428 shares worth about $845,000.
• Analyst sentiment is mixed but overall positive, with a MarketBeat consensus of "Moderate Buy" and a $132.81 average price target amid upgrades from firms like Raymond James and Needham and trimmed targets from others.
• Disney recently beat quarterly estimates with $1.63 EPS vs. $1.57 expected and $25.98B revenue (up 5.2% YoY); DIS trades near $96.69 with a PE of 14.22 and a market cap around $171B.

Global Trust Asset Management LLC lifted its position in shares of The Walt Disney Company (NYSE:DIS - Free Report) by 292.0% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 7,428 shares of the entertainment giant's stock after acquiring an additional 5,533 shares during the quarter. Global Trust Asset Management LLC's holdings in Walt Disney were worth $845,000 as of its most recent SEC filing.

A number of other institutional investors have also recently modified their holdings of DIS. Copeland Capital Management LLC acquired a new position in Walt Disney in the 3rd quarter worth about $25,000. Strengthening Families & Communities LLC purchased a new position in Walt Disney during the third quarter worth approximately $29,000. JPL Wealth Management LLC acquired a new stake in Walt Disney in the third quarter valued at approximately $30,000. Pilgrim Partners Asia Pte Ltd purchased a new stake in shares of Walt Disney in the third quarter valued at approximately $33,000. Finally, Bare Financial Services Inc increased its position in shares of Walt Disney by 48.5% in the third quarter. Bare Financial Services Inc now owns 291 shares of the entertainment giant's stock valued at $33,000 after buying an additional 95 shares in the last quarter. 65.71% of the stock is currently owned by institutional investors and hedge funds.

More Walt Disney News

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

• Positive Sentiment: Raymond James upgraded DIS to "Outperform," giving the stock a near‑term boost from a respected shop citing confidence in Disney’s execution. Raymond James Financial Upgrades Walt Disney NYSE: DIS to "Outperform"
• Positive Sentiment: Needham reiterated a "Buy" rating, reinforcing analyst support and helping offset some recent negative headlines. Needham & Company LLC Reiterates "Buy" Rating for Walt Disney NYSE: DIS
• Positive Sentiment: Industry coverage notes parks & experiences could see a boom this year (attendance recovery, pricing power, and targeted promotions such as Disney+ subscriber hotel deals), supporting near‑term revenue visibility. Why Disney's parks business could boom this year despite economic turbulence and the Iran war
• Neutral Sentiment: Sectors trends show streaming revenue growth increasingly driven by price increases and ads rather than new subs — a positive for unit economics but a mixed subscriber story for Disney+. Price Hikes Driving U.S. Streaming Video Sales Growth, Not New Subscribers
• Neutral Sentiment: Disney is shifting its AI strategy after exiting its OpenAI investment and Sora efforts, signaling a reallocation of tech spend that is likely neutral near‑term but relevant for long‑term content/production efficiency. Disney's OpenAI Investment Is Over. Here's Where the Company Is Focusing Its Efforts in 2026.
• Negative Sentiment: Wells Fargo and Deutsche Bank trimmed price targets and some analysts have scaled back near‑term forecasts, keeping upside consensus below prior levels and pressuring sentiment. Wells Fargo Trims PT on The Walt Disney Company (DIS) Amid Softer Growth Narrative
• Negative Sentiment: Coverage questioning dividend safety after a reported ~$50M settlement and leadership change raises near‑term cash‑allocation concerns for income‑oriented investors. Is Disney’s Dividend Safe? A $50M Settlement and a New CEO Put It to the Test
• Negative Sentiment: Recent guest‑experience and operations stories — shuttle shutdowns, new entry rules and isolated legal/arrest incidents — could weigh on short‑term park sentiment and PR. DISNEY TRANSPORT TROUBLES: Shuttle Shutdown & New Rules Snarl Guest Access

Walt Disney Price Performance

DIS stock opened at $96.69 on Friday. The company has a debt-to-equity ratio of 0.31, a current ratio of 0.67 and a quick ratio of 0.61. The business has a 50 day simple moving average of $102.96 and a 200-day simple moving average of $108.25. The firm has a market capitalization of $171.28 billion, a PE ratio of 14.22, a price-to-earnings-growth ratio of 1.35 and a beta of 1.44. The Walt Disney Company has a 1 year low of $80.10 and a 1 year high of $124.69.

Walt Disney (NYSE:DIS - Get Free Report) last announced its quarterly earnings data on Monday, February 2nd. The entertainment giant reported $1.63 EPS for the quarter, topping analysts' consensus estimates of $1.57 by $0.06. The firm had revenue of $25.98 billion for the quarter, compared to the consensus estimate of $25.54 billion. Walt Disney had a return on equity of 8.90% and a net margin of 12.80%.The firm's revenue was up 5.2% compared to the same quarter last year. During the same quarter last year, the business posted $1.40 earnings per share. Equities research analysts anticipate that The Walt Disney Company will post 5.47 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

A number of research analysts have recently issued reports on DIS shares. Phillip Securities upgraded Walt Disney to a "moderate buy" rating in a research report on Monday, January 12th. UBS Group reissued a "mixed" rating on shares of Walt Disney in a report on Monday, February 2nd. Needham & Company LLC restated a "buy" rating and set a $125.00 price objective on shares of Walt Disney in a research report on Tuesday. The Goldman Sachs Group reaffirmed a "buy" rating and set a $151.00 price objective on shares of Walt Disney in a report on Monday, February 2nd. Finally, Morgan Stanley initiated coverage on shares of Walt Disney in a research report on Tuesday, February 3rd. They issued an "overweight" rating and a $135.00 target price on the stock. Eighteen research analysts have rated the stock with a Buy rating, five have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and a consensus price target of $132.81.

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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