The Walt Disney Company $DIS Shares Bought by Vista Investment Partners LLC

Key Points

• Vista Investment Partners increased its Disney stake by 81.5% in the second quarter, buying 6,084 additional shares for a total holding of 13,552 shares valued at approximately $1.3 million. Institutional investors and hedge funds collectively own 65.71% of Disney.
• Disney beat quarterly earnings expectations with EPS of $2.06 versus $1.86 forecast, while revenue rose 6.8% year over year to $25.25 billion but slightly missed estimates. Streaming profitability, planned share repurchases of at least $9 billion and strong parks and sports-advertising demand supported the outlook.
• Analysts maintain a generally bullish view, with Disney carrying a “Moderate Buy” consensus rating and an average price target of $128.61. However, investors remain cautious about revenue-growth sustainability, potential pressure from a free ad-supported streaming tier and the stock’s underperformance relative to the broader market.

Vista Investment Partners LLC grew its stake in The Walt Disney Company (NYSE:DIS - Free Report) by 81.5% in the 2nd quarter, according to its most recent filing with the SEC. The firm owned 13,552 shares of the entertainment giant's stock after buying an additional 6,084 shares during the quarter. Vista Investment Partners LLC's holdings in Walt Disney were worth $1,304,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds have also made changes to their positions in the stock. Alesco Advisors LLC raised its holdings in Walt Disney by 2.7% in the fourth quarter. Alesco Advisors LLC now owns 3,782 shares of the entertainment giant's stock valued at $430,000 after acquiring an additional 99 shares in the last quarter. Advisors Management Group Inc. ADV lifted its stake in Walt Disney by 4.6% in the first quarter. Advisors Management Group Inc. ADV now owns 2,266 shares of the entertainment giant's stock worth $218,000 after acquiring an additional 100 shares during the last quarter. Providence Wealth Advisors LLC grew its holdings in Walt Disney by 1.1% during the 1st quarter. Providence Wealth Advisors LLC now owns 9,192 shares of the entertainment giant's stock worth $888,000 after acquiring an additional 100 shares in the last quarter. Guardian Partners Inc. grew its holdings in Walt Disney by 0.3% during the 1st quarter. Guardian Partners Inc. now owns 32,991 shares of the entertainment giant's stock worth $3,188,000 after acquiring an additional 101 shares in the last quarter. Finally, China Universal Asset Management Co. Ltd. increased its position in shares of Walt Disney by 2.2% in the 4th quarter. China Universal Asset Management Co. Ltd. now owns 4,688 shares of the entertainment giant's stock valued at $537,000 after purchasing an additional 102 shares during the last quarter. 65.71% of the stock is owned by institutional investors and hedge funds.

More Walt Disney News

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

• Positive Sentiment: Analysts raise targets and reaffirm Buy ratings. Wells Fargo lifted its target to $132, Argus set a $134 target, and Barclays raised its target to $115 while maintaining an Overweight rating. Other firms, including Benchmark, Guggenheim, Rosenblatt and Needham, also reiterated bullish views. Are Wall Street Analysts Bullish on Walt Disney Stock?
• Positive Sentiment: Streaming momentum is improving. Disney’s streaming business delivered sharply higher profits, while Warner Bros. Discovery said the Disney+, Hulu and Max bundle is reducing churn and improving subscriber growth. Disney also plans to expand Disney+ into a broader ecosystem involving games, merchandise and interactive experiences. Warner Bros. Discovery Says Disney Bundle Is Delivering
• Positive Sentiment: Management strengthened its shareholder-return outlook. Disney reaffirmed its earnings-growth guidance and increased planned share repurchases to at least $9 billion, supporting per-share earnings and signaling confidence in future cash generation. Disney Q3 Earnings Call Highlights Parks and Streaming Growth
• Positive Sentiment: ESPN’s NFL strategy is gaining traction. Disney has already sold out advertising inventory for Super Bowl LXI, which ESPN will broadcast in 2027, highlighting strong demand for premium sports advertising.
• Neutral Sentiment: The TikTok partnership could expand Disney’s reach. Allowing creators to use Disney characters and distribute short-form videos on TikTok and Disney+ may deepen engagement, although the deal’s direct financial impact remains uncertain. Disney and TikTok Strike Short-Form Video-Sharing Deal
• Negative Sentiment: Revenue slightly missed expectations. Quarterly revenue of roughly $25.2 billion came in below the approximately $25.4 billion consensus forecast. Investors also remain cautious because DIS has underperformed the broader market and remains well below its 12-month high.
• Negative Sentiment: Growth concerns have not disappeared. A potential free, ad-supported streaming tier could broaden Disney’s audience but may pressure average revenue per user and increase execution risk. Some investors also question whether recent gains from blockbuster content and theme parks can be sustained.

Walt Disney Trading Up 0.0%

Shares of Walt Disney stock opened at $104.92 on Monday. The company has a fifty day simple moving average of $98.93 and a 200-day simple moving average of $101.84. The Walt Disney Company has a 12-month low of $92.18 and a 12-month high of $119.78. The company has a current ratio of 0.71, a quick ratio of 0.65 and a debt-to-equity ratio of 0.32. The stock has a market cap of $181.16 billion, a price-to-earnings ratio of 21.63, a PEG ratio of 1.23 and a beta of 1.39.

Walt Disney (NYSE:DIS - Get Free Report) last announced its quarterly earnings results on Wednesday, August 5th. The entertainment giant reported $2.06 EPS for the quarter, topping the consensus estimate of $1.86 by $0.20. Walt Disney had a net margin of 8.70% and a return on equity of 9.90%. The firm had revenue of $25.25 billion for the quarter, compared to analyst estimates of $25.39 billion. During the same period last year, the business earned $1.61 EPS. Walt Disney's revenue for the quarter was up 6.8% compared to the same quarter last year. Walt Disney has set its FY 2026 guidance at 6.642-6.642 EPS. On average, equities analysts forecast that The Walt Disney Company will post 6.91 EPS for the current fiscal year.

Analysts Set New Price Targets

A number of equities research analysts have recently weighed in on the stock. Citigroup reduced their price objective on shares of Walt Disney from $145.00 to $135.00 and set a "buy" rating on the stock in a report on Wednesday, July 29th. Phillip Securities upgraded shares of Walt Disney from a "moderate buy" rating to a "strong-buy" rating in a research note on Monday, May 11th. Benchmark reissued a "buy" rating and issued a $115.00 target price on shares of Walt Disney in a report on Thursday. Wolfe Research set a $131.00 price target on Walt Disney in a research note on Tuesday, June 30th. Finally, UBS Group cut their price target on Walt Disney from $138.00 to $133.00 and set a "buy" rating on the stock in a research note on Monday, July 20th. One analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating, five have given a Hold rating and one has assigned a Sell rating to the company's stock. According to data from MarketBeat, the company currently has an average rating of "Moderate Buy" and an average target price of $128.61.

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

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