The Walt Disney Company $DIS Shares Acquired by Sequoia Financial Advisors LLC

Key Points

• Sequoia Financial Advisors LLC boosted its stake in The Walt Disney Company by 18.3%, buying an additional 20,019 shares to hold 129,505 shares valued at about $14.73 million at quarter-end.
• Disney beat Q2 estimates with $1.57 EPS (vs. $1.49 consensus) and $25.17 billion in revenue, highlighted a streaming profitability milestone (double-digit DTC margin) and stronger parks revenue, and reiterated FY2026 guidance of 6.64 EPS.
• Analyst sentiment is broadly positive but mixed: MarketBeat shows a consensus of "Moderate Buy" with an average target of $134.13, while individual firms both raised and trimmed targets following the results.

Sequoia Financial Advisors LLC boosted its holdings in shares of The Walt Disney Company (NYSE:DIS - Free Report) by 18.3% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 129,505 shares of the entertainment giant's stock after purchasing an additional 20,019 shares during the period. Sequoia Financial Advisors LLC's holdings in Walt Disney were worth $14,734,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Strengthening Families & Communities LLC acquired a new stake in Walt Disney during the third quarter valued at approximately $29,000. JPL Wealth Management LLC acquired a new stake in Walt Disney during the third quarter valued at approximately $30,000. Pilgrim Partners Asia Pte Ltd acquired a new stake in Walt Disney during the third quarter valued at approximately $33,000. Bare Financial Services Inc lifted its stake in Walt Disney by 48.5% during the third quarter. Bare Financial Services Inc now owns 291 shares of the entertainment giant's stock valued at $33,000 after purchasing an additional 95 shares during the last quarter. Finally, Eagle Bay Advisors LLC acquired a new stake in Walt Disney during the fourth quarter valued at approximately $37,000. 65.71% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several research firms recently commented on DIS. Wells Fargo & Company cut their target price on shares of Walt Disney from $148.00 to $146.00 and set an "overweight" rating for the company in a research note on Thursday. TD Cowen reissued a "hold" rating and set a $123.00 target price on shares of Walt Disney in a research note on Tuesday, February 3rd. Phillip Securities upgraded shares of Walt Disney to a "moderate buy" rating in a research report on Monday, January 12th. Barclays upped their price target on shares of Walt Disney from $130.00 to $135.00 and gave the company an "overweight" rating in a research report on Thursday. Finally, Weiss Ratings upgraded shares of Walt Disney from a "hold (c)" rating to a "hold (c+)" rating in a research report on Wednesday, April 29th. Seventeen research analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, Walt Disney presently has a consensus rating of "Moderate Buy" and an average target price of $134.13.

Walt Disney Stock Up 0.6%

Shares of NYSE:DIS opened at $108.73 on Friday. The company has a debt-to-equity ratio of 0.33, a quick ratio of 0.61 and a current ratio of 0.68. The company has a market cap of $192.62 billion, a PE ratio of 17.37, a price-to-earnings-growth ratio of 1.51 and a beta of 1.41. The Walt Disney Company has a 52 week low of $92.18 and a 52 week high of $124.69. The firm has a 50 day simple moving average of $100.87 and a 200 day simple moving average of $106.63.

Walt Disney (NYSE:DIS - Get Free Report) last issued its quarterly earnings results on Wednesday, May 6th. The entertainment giant reported $1.57 EPS for the quarter, beating the consensus estimate of $1.49 by $0.08. The business had revenue of $25.17 billion during 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 quarterly revenue was up 6.5% on a year-over-year basis. During the same quarter in the prior year, the firm earned $1.45 EPS. Walt Disney has set its FY 2026 guidance at 6.640-6.640 EPS. As a group, research analysts expect that The Walt Disney Company will post 6.61 earnings per share for the current year.

More Walt Disney News

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

• Positive Sentiment: Q2 results topped estimates: adjusted EPS $1.57 vs $1.49 consensus and revenue of $25.17B; company reiterated FY26 EPS guidance, highlighting streaming margin gains and parks revenue strength. Disney earnings beat (Reuters)
• Positive Sentiment: Streaming profitability reached a new milestone (double-digit DTC margin), a major de-risk for the long-term earnings outlook and a key driver of the rally. Streaming profits milestone (Yahoo)
• Positive Sentiment: Theme-park metrics: guest spending rose (parks revenue/guest and record parks revenue reported), signaling resilient consumer demand that supports near-term cash flow. Parks signal on consumer spending (TheStreet)
• Positive Sentiment: Management catalyst — new CEO Josh D’Amaro laid out a three‑pillar growth plan and plans to build a unified “super app” combining Disney+ and parks/cruise experiences, a potential revenue/engagement multiplier if executed. Super app report (TechCrunch)
• Positive Sentiment: Wall Street reacted with upgrades/target lifts (multiple firms raised price targets after the quarter), giving the stock renewed analyst momentum. Analyst price-target hikes (247WallSt)
• Neutral Sentiment: Some firms adjusted targets differently (Wells Fargo trimmed its target slightly but kept an overweight rating); mixed analyst nuance means upside is not unanimous. Analyst notes (Benzinga)
• Negative Sentiment: Bear case persists: a Seeking Alpha piece argues Disney could be “dead money” for years despite the beat — a reminder that long-term growth execution (content, rights costs, international parks recovery) still faces skepticism. Bear thesis (Seeking Alpha)
• Negative Sentiment: Operational headwinds: Disney noted U.S. park attendance dipped (fewer international tourists) even as spend-per-guest rose — a potential ceiling on near-term expansion of park volumes. Park attendance dip (Yahoo)
• Negative Sentiment: Legal headline risk: a lawsuit alleging unauthorized use of an actress’s likeness tied to an Avatar-related report could be a modest reputational/legal distraction. Lawsuit (Yahoo)

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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