The Walt Disney Company $DIS Shares Bought by Cerity Partners LLC

Key Points

• Cerity Partners LLC increased its stake in Walt Disney by 2.9% in the fourth quarter, buying an additional 32,894 shares and bringing its total holding to 1,186,769 shares worth about $135 million.
• Wall Street remains broadly bullish on Disney, with multiple analysts raising or reiterating positive ratings and an average price target of $133.47, above the stock’s recent trading level near $99.
• Disney’s latest earnings beat expectations, as it reported $1.57 EPS and $25.17 billion in revenue, while management and recent news point to continued long-term momentum from strategic focus, park updates, and upcoming releases like Toy Story 5.

Cerity Partners LLC grew its stake in shares of The Walt Disney Company (NYSE:DIS - Free Report) by 2.9% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,186,769 shares of the entertainment giant's stock after acquiring an additional 32,894 shares during the period. Cerity Partners LLC owned about 0.07% of Walt Disney worth $135,018,000 at the end of the most recent quarter.

Several other hedge funds also recently added to or reduced their stakes in the stock. Pinnacle Bancorp Inc. grew its holdings in Walt Disney by 1.5% during the 4th quarter. Pinnacle Bancorp Inc. now owns 5,876 shares of the entertainment giant's stock worth $669,000 after acquiring an additional 89 shares in the last quarter. CFO4Life Group LLC boosted its holdings in shares of Walt Disney by 1.2% in the 3rd quarter. CFO4Life Group LLC now owns 7,894 shares of the entertainment giant's stock valued at $904,000 after buying an additional 92 shares during the period. Stonebrook Private Inc. boosted its holdings in shares of Walt Disney by 4.1% in the 3rd quarter. Stonebrook Private Inc. now owns 2,357 shares of the entertainment giant's stock valued at $270,000 after buying an additional 92 shares during the period. Y.D. More Investments Ltd boosted its holdings in shares of Walt Disney by 21.9% in the 3rd quarter. Y.D. More Investments Ltd now owns 524 shares of the entertainment giant's stock valued at $60,000 after buying an additional 94 shares during the period. Finally, Bare Financial Services Inc boosted its holdings in shares of Walt Disney by 48.5% in the 3rd 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 during the period. 65.71% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

DIS has been the subject of several research reports. Citigroup lifted their price target on shares of Walt Disney from $135.00 to $145.00 and gave the company a "buy" rating in a report on Friday, May 8th. Weiss Ratings raised shares of Walt Disney from a "hold (c)" rating to a "hold (c+)" rating in a report on Wednesday, May 27th. JPMorgan Chase & Co. lifted their price target on shares of Walt Disney from $138.00 to $139.00 and gave the company an "overweight" rating in a report on Thursday, May 7th. Wells Fargo & Company decreased their price target 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. Finally, Raymond James Financial raised shares of Walt Disney from a "market perform" rating to an "outperform" rating and set a $115.00 price target for the company in a report on Wednesday, April 1st. One research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, five have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat, Walt Disney currently has an average rating of "Moderate Buy" and an average price target of $133.47.

Key Stories Impacting Walt Disney

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

• Positive Sentiment: Wall Street remains bullish on Disney despite the stock’s weak year-to-date performance, citing meaningful upside versus analyst price targets. These 3 Underperforming Dow Stocks Have 3 Things in Common but Wall Street Remains Bullish
• Positive Sentiment: Disney is highlighting a long-term value-creation strategy, with CFO Hugh Johnston reinforcing confidence in the company’s growth trajectory and operational focus. Disney (DIS) Signals A Long-Term Vision Focused On Consistent Value Creation
• Positive Sentiment: Upcoming film and park-related momentum could support Disney’s business, including the June 19 theatrical release of Toy Story 5 and ongoing ride/attraction revamps that keep the parks fresh for visitors. Why Toy Story 5 matters more than most Disney sequels

Walt Disney Trading Down 0.7%

Shares of NYSE:DIS opened at $98.97 on Tuesday. The company has a market cap of $171.87 billion, a PE ratio of 15.81, a P/E/G ratio of 1.30 and a beta of 1.39. The company's 50-day moving average price is $101.90 and its 200 day moving average price is $105.35. The Walt Disney Company has a fifty-two week low of $92.18 and a fifty-two week high of $124.69. The company has a quick ratio of 0.62, a current ratio of 0.68 and a debt-to-equity ratio of 0.33.

Walt Disney (NYSE:DIS - Get Free Report) last issued its quarterly earnings data on Wednesday, May 6th. The entertainment giant reported $1.57 earnings per share for the quarter, beating the consensus estimate 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%. Walt Disney's quarterly revenue was up 6.5% compared to the same quarter last year. During the same period last year, the firm posted $1.45 EPS. Walt Disney has set its FY 2026 guidance at 6.640-6.640 EPS. Sell-side analysts anticipate that The Walt Disney Company will post 6.85 earnings per share for the current 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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