The Walt Disney Company $DIS Shares Acquired by Lombard Odier Asset Management Switzerland SA

Key Points

• Lombard Odier Asset Management Switzerland SA increased its Walt Disney stake by 41.5% in the fourth quarter, buying an additional 24,500 shares and bringing its total to 83,581 shares worth about $9.5 million.
• Other large institutional investors also boosted their Disney holdings, and institutions and hedge funds now own 65.71% of the company’s stock, underscoring continued broad investor interest.
• Disney’s recent fundamentals and outlook remain mixed-to-positive: it beat quarterly earnings and revenue expectations, while analysts largely remain bullish with a Moderate Buy consensus and a target price of $133.71.

Lombard Odier Asset Management Switzerland SA lifted its holdings in shares of The Walt Disney Company (NYSE:DIS - Free Report) by 41.5% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 83,581 shares of the entertainment giant's stock after buying an additional 24,500 shares during the period. Lombard Odier Asset Management Switzerland SA's holdings in Walt Disney were worth $9,509,000 at the end of the most recent reporting period.

Several other institutional investors have also bought and sold shares of the stock. Vanguard Group Inc. lifted its holdings in Walt Disney by 0.8% in the fourth quarter. Vanguard Group Inc. now owns 159,342,154 shares of the entertainment giant's stock worth $18,128,357,000 after purchasing an additional 1,220,207 shares during the period. State Street Corp lifted its holdings in Walt Disney by 2.3% in the fourth quarter. State Street Corp now owns 83,873,646 shares of the entertainment giant's stock worth $9,604,567,000 after purchasing an additional 1,853,897 shares during the period. Geode Capital Management LLC lifted its holdings in Walt Disney by 3.5% in the fourth quarter. Geode Capital Management LLC now owns 40,588,604 shares of the entertainment giant's stock worth $4,597,804,000 after purchasing an additional 1,361,888 shares during the period. J. Stern & Co. LLP lifted its holdings in Walt Disney by 9,060.1% in the fourth quarter. J. Stern & Co. LLP now owns 38,135,363 shares of the entertainment giant's stock worth $4,338,660,000 after purchasing an additional 37,719,041 shares during the period. Finally, Norges Bank acquired a new stake in Walt Disney in the fourth quarter worth about $2,388,278,000. Institutional investors and hedge funds own 65.71% of the company's stock.

More Walt Disney News

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

• Positive Sentiment: Disney Imagineering partnered with Adobe to use Firefly AI in park and attraction design, signaling that Disney is using generative AI to speed up creative development and potentially improve efficiency in its theme park pipeline. Walt Disney Imagineering Partners With Adobe to Use AI in Park Design
• Positive Sentiment: Disney World launched a new 2-day ticket offer for the summer and fall, which could help drive park traffic and support near-term theme park revenue. Disney World launches 2-park ticket offer for summer and fall
• Positive Sentiment: Disney also unveiled a first trailer for its animated film Hexed, another reminder that the studio is actively building its next content slate and franchise pipeline. Walt Disney Animation Studios conjures up the first spellbinding trailer for "Hexed"
• Neutral Sentiment: Disney said it is not building a broad “super app” that would pull parks or cruises into the streaming app, clarifying that its near-term digital focus remains more limited and reducing speculation about a major platform shift. Leaked audio: Disney product chief lays out what's part of its 'super app' plans — and what isn't
• Negative Sentiment: InterDigital said it won another European injunction against Disney over patent infringement tied to video encoding technology, which adds legal and potential licensing-cost pressure. InterDigital awarded injunction against Disney by Unified Patent Court

Analyst Ratings Changes

A number of equities research analysts have weighed in on DIS shares. Raymond James Financial upgraded Walt Disney from a "market perform" rating to an "outperform" rating and set a $115.00 target price for the company in a research report on Wednesday, April 1st. Guggenheim upped their target price on Walt Disney from $115.00 to $120.00 and gave the stock a "buy" rating in a research report on Thursday, May 7th. Needham & Company LLC restated a "buy" rating and issued a $125.00 target price on shares of Walt Disney in a research report on Friday, June 12th. Rosenblatt Securities upped their target price on Walt Disney from $121.00 to $126.00 and gave the stock a "buy" rating in a research report on Friday, June 5th. Finally, Barclays upped their target price on Walt Disney from $130.00 to $135.00 and gave the stock an "overweight" rating in a research report on Thursday, May 7th. One analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, Walt Disney presently has a consensus rating of "Moderate Buy" and a consensus target price of $133.71.

Walt Disney Price Performance

Shares of NYSE DIS opened at $101.39 on Wednesday. The Walt Disney Company has a twelve month low of $92.18 and a twelve month high of $124.69. The firm has a 50-day moving average of $102.47 and a two-hundred day moving average of $105.22. The company has a market capitalization of $176.06 billion, a price-to-earnings ratio of 16.20, a PEG ratio of 1.33 and a beta of 1.39. The company has a current ratio of 0.68, a quick ratio of 0.62 and a debt-to-equity ratio of 0.33.

Walt Disney (NYSE:DIS - Get Free Report) last posted 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. Walt Disney had a net margin of 11.54% and a return on equity of 8.92%. The company had revenue of $25.17 billion during the quarter, compared to analyst estimates of $24.87 billion. During the same period in the prior year, the firm earned $1.45 earnings per share. The business's quarterly revenue was up 6.5% on a year-over-year basis. Walt Disney has set its FY 2026 guidance at 6.640-6.640 EPS. As a group, analysts expect that The Walt Disney Company will post 6.85 earnings per share for the current fiscal year.

About Walt Disney

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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