The Walt Disney Company $DIS Shares Purchased by Western Wealth Management LLC

Key Points

• Western Wealth Management nearly doubled its Disney position in the first quarter, adding 14,609 shares for a total of 29,642 shares valued at approximately $2.86 million. Institutional investors collectively own 65.71% of Disney’s stock.
• Analyst sentiment remains favorable but mixed: Disney has a consensus “Moderate Buy” rating and an average price target of $128.38, despite some analysts lowering their targets.
• Disney shares opened at $96.29, near the lower end of their 52-week range, while the company’s latest quarterly results beat earnings and revenue expectations. Its upcoming fiscal third-quarter report is expected to focus on streaming profitability, parks performance and content results.

Western Wealth Management LLC increased its position in shares of The Walt Disney Company (NYSE:DIS - Free Report) by 97.2% during the first quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 29,642 shares of the entertainment giant's stock after buying an additional 14,609 shares during the period. Western Wealth Management LLC's holdings in Walt Disney were worth $2,857,000 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Swiss RE Ltd. purchased a new stake in shares of Walt Disney during the 4th quarter worth about $25,000. Curio Wealth LLC grew its position in shares of Walt Disney by 110.4% during the 4th quarter. Curio Wealth LLC now owns 223 shares of the entertainment giant's stock valued at $26,000 after acquiring an additional 117 shares during the period. Osbon Capital Management LLC purchased a new position in shares of Walt Disney in the 4th quarter valued at about $26,000. Sfam LLC purchased a new position in shares of Walt Disney in the 4th quarter valued at about $26,000. Finally, Greenline Wealth Management LLC acquired a new position in Walt Disney in the 4th quarter worth about $26,000. Institutional investors and hedge funds own 65.71% of the company's stock.

Wall Street Analyst Weigh In

DIS has been the topic of a number of recent analyst reports. Weiss Ratings downgraded Walt Disney from a "hold (c+)" rating to a "hold (c)" rating in a research report on Thursday, June 11th. Citigroup cut their price objective on Walt Disney from $145.00 to $135.00 and set a "buy" rating for the company in a research report on Wednesday. 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. JPMorgan Chase & Co. increased their target price on Walt Disney from $139.00 to $140.00 and gave the company an "overweight" rating in a research report on Tuesday, June 30th. Finally, UBS Group dropped their price target on shares of 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 research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, Walt Disney has an average rating of "Moderate Buy" and a consensus price target of $128.38.

Key Headlines Impacting Walt Disney

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

• Positive Sentiment: Disney is reportedly selling its remaining 50% stake in A+E Networks to Hearst for more than $1 billion. The transaction, expected to close alongside earnings, would provide cash and allow Disney to further simplify its portfolio, although it also removes exposure to A&E, History and Lifetime. Disney Selling 50% A+E Stake To Hearst For More Than $1B
• Positive Sentiment: Disney’s streaming business is being positioned as a growth driver. A report says the company has moved from multibillion-dollar streaming losses to profitability and is now pursuing international expansion, supporting the investment case if subscriber growth and margins continue improving. Disney turns $4 billion streaming loss into profit, and now it chases global growth
• Neutral Sentiment: Disney reports fiscal third-quarter results on August 5. Analysts are examining streaming profitability, park trends, content performance and other operating metrics beyond revenue and earnings estimates. The report is a near-term catalyst after the stock’s recent decline. Stay Ahead of the Game With Disney Q3 Earnings
• Neutral Sentiment: Walt Disney World President Jeff Vahle is retiring after 36 years. The leadership transition could create execution uncertainty for the parks division, but the departure was presented as a planned retirement rather than an abrupt management change. Walt Disney World President Jeff Vahle Signs Off on His Last Day
• Neutral Sentiment: Disney continues investing in its parks and consumer experiences, including a planned Carousel of Progress refurbishment and new merchandise collaborations with Starbucks. These initiatives may support attendance and per-guest spending, but their financial impact is not yet quantified. Disney and Starbucks Fall Collection Debuts
• Negative Sentiment: Analyst caution is weighing on sentiment. Citigroup issued a pessimistic forecast for DIS, while other reports discuss FY2027 earnings estimates. The divergence highlights uncertainty around Disney’s medium-term growth and valuation. Citigroup Issues Pessimistic Forecast for Walt Disney Stock
• Negative Sentiment: Disney’s restructuring includes additional Pixar job cuts. Pixar reportedly eliminated 108 positions, reinforcing concerns about cost pressure, content-production efficiency and the pace of Disney’s creative recovery, even as the company continues investing in its parks. How Pixar Cuts and Park Investments Have Changed Disney’s Investment Story

Walt Disney Price Performance

Shares of NYSE DIS opened at $96.29 on Friday. The firm has a 50-day simple moving average of $99.10 and a 200-day simple moving average of $102.30. The company has a quick ratio of 0.62, a current ratio of 0.68 and a debt-to-equity ratio of 0.33. The stock has a market capitalization of $167.22 billion, a price-to-earnings ratio of 15.38, a price-to-earnings-growth ratio of 1.21 and a beta of 1.39. The Walt Disney Company has a 52 week low of $92.18 and a 52 week high of $119.91.

Walt Disney (NYSE:DIS - Get Free Report) last posted its quarterly earnings results on Wednesday, May 6th. The entertainment giant reported $1.57 earnings per share for the quarter, topping 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 firm had revenue of $25.17 billion for the quarter, compared to analyst estimates of $24.87 billion. During the same period in the previous year, the business posted $1.45 earnings per share. Walt Disney'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. On average, equities analysts predict that The Walt Disney Company will post 6.83 earnings per share for the current fiscal year.

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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