The Walt Disney Company $DIS Shares Bought by Trek Financial LLC

Key Points

• Trek Financial LLC increased its Walt Disney stake by 177.6% in the fourth quarter, buying 12,480 additional shares and bringing its total to 19,507 shares worth about $2.2 million.
• Disney reported better-than-expected quarterly results, posting EPS of $1.57 versus the $1.49 consensus and revenue of $25.17 billion, up 6.5% from a year earlier.
• Analyst sentiment is improving, with several firms raising price targets and ratings; the stock has a consensus “Moderate Buy” rating and an average target price of $134.47.

Trek Financial LLC raised its stake in The Walt Disney Company (NYSE:DIS - Free Report) by 177.6% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 19,507 shares of the entertainment giant's stock after acquiring an additional 12,480 shares during the quarter. Trek Financial LLC's holdings in Walt Disney were worth $2,219,000 at the end of the most recent reporting period.

A number of other large investors also recently bought and sold shares of DIS. Viking Global Investors LP acquired a new position in Walt Disney in the second quarter valued at approximately $725,219,000. State Street Corp raised its stake in shares of Walt Disney by 3.0% during the 3rd quarter. State Street Corp now owns 82,019,749 shares of the entertainment giant's stock worth $9,391,261,000 after buying an additional 2,376,706 shares during the period. PFA Pension Forsikringsaktieselskab acquired a new position in shares of Walt Disney during the 4th quarter worth approximately $156,904,000. Danske Bank A S acquired a new position in shares of Walt Disney during the 3rd quarter worth approximately $142,142,000. Finally, Vanguard Group Inc. raised its stake in shares of Walt Disney by 0.8% during the 4th quarter. Vanguard Group Inc. now owns 159,342,154 shares of the entertainment giant's stock worth $18,128,357,000 after buying an additional 1,220,207 shares during the period. 65.71% of the stock is owned by institutional investors and hedge funds.

Walt Disney Stock Up 1.3%

NYSE DIS opened at $106.12 on Wednesday. The business has a fifty day moving average price of $100.91 and a 200 day moving average price of $106.48. The Walt Disney Company has a one year low of $92.18 and a one year high of $124.69. The company has a debt-to-equity ratio of 0.33, a quick ratio of 0.62 and a current ratio of 0.68. The company has a market cap of $184.27 billion, a P/E ratio of 16.95, a P/E/G ratio of 1.37 and a beta of 1.41.

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 the consensus estimate of $1.49 by $0.08. Walt Disney had a return on equity of 8.92% and a net margin of 11.54%.The firm had revenue of $25.17 billion during the quarter, compared to the consensus estimate of $24.87 billion. During the same period in the prior year, the company earned $1.45 EPS. The firm's revenue was up 6.5% compared to the same quarter last year. Walt Disney has set its FY 2026 guidance at 6.640-6.640 EPS. Research analysts anticipate that The Walt Disney Company will post 6.82 EPS for the current fiscal year.

Key Stories Impacting Walt Disney

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

• Positive Sentiment: Disney is getting a boost from analyst enthusiasm, with one report highlighting roughly 20% upside to Wall Street’s consensus price target as investors look ahead to further streaming margin improvement. Analysts See 20% Upside for Disney on New Streaming Profitability Milestone
• Positive Sentiment: Phillip Securities reportedly upgraded Disney from “moderate buy” to “strong-buy,” reinforcing the bullish case around the company’s turnaround and earnings momentum. Why Walt Disney (DIS) is a Top Momentum Stock for the Long-Term
• Positive Sentiment: Disney is teasing more content for advertisers at its upfront event, including cross-platform and live-event opportunities that could support ad sales and media revenue. Disney Exec Asad Ayaz Teases What’s in Store for Attendees at Upfront Event
• Positive Sentiment: Upcoming Disney+ releases such as Marvel’s VisionQuest and Avatar: Fire and Ash streaming next month underscore a strong pipeline that could help drive subscriber engagement. Marvel's VisionQuest Will Hit Disney Plus in October 'Avatar: Fire and Ash' Will Hit Disney Plus in June
• Positive Sentiment: Disney’s strong presence at the Golden Trailer Awards, with 109 nominations, signals continued marketing strength and franchise visibility. Disney takes the lead at the 25th Golden Trailer Awards with 109 Nominations
• Neutral Sentiment: Several headlines about Disney World leadership changes, new attractions, and theme-park design spending are not likely to move the stock much on their own, but they keep attention on the long-term value of Disney Experiences. Walt Disney World President Jeff Vahle to retire Walt Disney World is rolling out new attractions at Disney Springs this summer
• Negative Sentiment: Disney’s cruise cancellation after passengers had already boarded is a reminder of operational risks in the Experiences segment, which can weigh on sentiment if disruptions continue. Disney cruise canceled after boarding leaves passengers waiting hours and questioning response
• Negative Sentiment: News about a permanent park shutdown and the retirement of Disney World’s president may create some near-term uncertainty around the parks business, even if the impact is likely limited. Disney Permanently Shuts Down Popular Section of Park Jeff Vahle To Retire As Disney World President In July

Analyst Upgrades and Downgrades

DIS has been the subject of several research analyst reports. Guggenheim upped their target price on Walt Disney from $115.00 to $120.00 and gave the stock a "buy" rating in a research note on Thursday, May 7th. Barclays upped their target price on Walt Disney from $130.00 to $135.00 and gave the stock an "overweight" rating in a research note on Thursday, May 7th. Needham & Company LLC reaffirmed a "buy" rating and set a $125.00 target price on shares of Walt Disney in a research note on Tuesday, March 31st. Raymond James Financial raised Walt Disney from a "market perform" rating to an "outperform" rating and set a $115.00 target price for the company in a research note on Wednesday, April 1st. Finally, Citigroup upped their target price on Walt Disney from $135.00 to $145.00 and gave the stock a "buy" rating in a research note on Friday, May 8th. One research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, Walt Disney has a consensus rating of "Moderate Buy" and an average target price of $134.47.

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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