The Walt Disney Company $DIS Stock Bought by Mn Services Vermogensbeheer B.V.

Key Points

• Mn Services Vermogensbeheer B.V. increased its Disney position by 1% in the third quarter, acquiring 5,000 additional shares and bringing its holdings to 521,790 shares valued at approximately $54.7 million. Institutional investors collectively own 65.71% of DIS.
• Analysts remain broadly optimistic: Disney has a consensus “Moderate Buy” rating and an average price target of $128.06, compared with shares opening at $107.36. The company also exceeded quarterly EPS expectations, reporting $2.06 versus the $1.86 consensus.
• Disney faces mixed developments and risks. Growth opportunities include Disney+ streaming the 2027 Super Bowl and higher theme-park pricing, while content-distribution changes, regulatory disputes involving ABC, and recent insider stock sales remain concerns.

Mn Services Vermogensbeheer B.V. raised its position in The Walt Disney Company (NYSE:DIS - Free Report) by 1.0% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 521,790 shares of the entertainment giant's stock after acquiring an additional 5,000 shares during the quarter. Mn Services Vermogensbeheer B.V.'s holdings in Walt Disney were worth $54,736,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently bought and sold shares of DIS. Farther Finance Advisors LLC increased its position in shares of Walt Disney by 43.4% during the third quarter. Farther Finance Advisors LLC now owns 113,062 shares of the entertainment giant's stock worth $10,804,000 after acquiring an additional 34,219 shares during the period. CoreCap Advisors LLC grew its stake in Walt Disney by 2.3% during the 3rd quarter. CoreCap Advisors LLC now owns 24,510 shares of the entertainment giant's stock worth $2,523,000 after purchasing an additional 551 shares in the last quarter. Bank & Trust Co grew its stake in Walt Disney by 201.9% during the 3rd quarter. Bank & Trust Co now owns 1,938 shares of the entertainment giant's stock worth $203,000 after purchasing an additional 1,296 shares in the last quarter. CX Institutional increased its holdings in Walt Disney by 72.6% during the 3rd quarter. CX Institutional now owns 31,125 shares of the entertainment giant's stock worth $3,265,000 after purchasing an additional 13,089 shares during the period. Finally, First Financial Bank Trust Division increased its holdings in Walt Disney by 2.6% during the 3rd quarter. First Financial Bank Trust Division now owns 72,305 shares of the entertainment giant's stock worth $7,585,000 after purchasing an additional 1,852 shares during the period. 65.71% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

DIS has been the topic of a number of recent research reports. UBS Group set a $115.00 target price on shares of Walt Disney in a research note on Monday, August 24th. Needham & Company LLC reiterated a "buy" rating and issued a $125.00 price target on shares of Walt Disney in a research note on Friday, June 12th. Argus reiterated a "buy" rating and set a $134.00 price target on shares of Walt Disney in a report on Thursday, August 6th. Wells Fargo & Company boosted their price target on shares of Walt Disney from $125.00 to $132.00 and gave the stock an "overweight" rating in a report on Thursday, August 6th. Finally, Sanford C. Bernstein reissued an "outperform" rating on shares of Walt Disney in a research report on Tuesday. One research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, three have issued a Hold rating and one has given a Sell rating to the company's stock. According to data from MarketBeat.com, Walt Disney has a consensus rating of "Moderate Buy" and a consensus price target of $128.06.

Insider Buying and Selling at Walt Disney

In other news, EVP Brent Woodford sold 7,238 shares of Walt Disney stock in a transaction dated Friday, August 14th. The stock was sold at an average price of $105.31, for a total transaction of $762,233.78. Following the sale, the executive vice president owned 62,323 shares in the company, valued at approximately $6,563,235.13. The trade was a 10.41% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Paul M. Roeder sold 3,596 shares of the business's stock in a transaction dated Wednesday, August 19th. The shares were sold at an average price of $106.32, for a total value of $382,326.72. The SEC filing for this sale provides additional information. Insiders sold 14,452 shares of company stock valued at $1,532,157 in the last 90 days. 0.17% of the stock is currently owned by insiders.

Trending Headlines about Walt Disney

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

• Positive Sentiment: Disney+ will stream the 2027 Super Bowl. The event will also air on ABC and ESPN, giving Disney a major opportunity to increase engagement, collect viewing data, strengthen advertising capabilities, and support Disney+’s value proposition. Disney also plans to stream two Monday Night Football games ahead of the championship. Disney+ to stream upcoming Super Bowl
• Positive Sentiment: Theme-park pricing remains a revenue tailwind. Walt Disney World and Disneyland raised selected ticket and annual-pass prices, with peak Walt Disney World admission reportedly reaching $229. Higher pricing can lift per-visitor revenue, although demand sensitivity remains a consideration. Walt Disney World raises prices
• Positive Sentiment: Valuation-focused commentary was supportive. Analysts and financial commentators characterized DIS as potentially undervalued after its multiyear decline, highlighting improving cash generation, streaming restructuring, and the strength of Disney’s parks and experiences business. Disney stock still looks cheap
• Neutral Sentiment: Disney is reportedly discussing premium-format movie technology. The company has pitched Skydance’s Imax alternative to Paramount and Universal. If adopted, the arrangement could broaden theatrical options, but the discussions have not been reported as finalized. Disney holds talks with Paramount and Universal
• Neutral Sentiment: Disney continues reshaping content distribution. Licensing selected titles to Netflix may generate incremental revenue and improve content monetization, but it also highlights pressure on Disney’s owned streaming platforms and declining traditional television operations. Disney changes the streaming playbook
• Negative Sentiment: Regulatory and legal uncertainty remains a risk. Disney’s dispute with the FCC involving ABC has moved toward the courts, potentially creating added legal costs, operational uncertainty, or scrutiny of the company’s broadcast assets. Battle between Disney and the FCC

Walt Disney Stock Performance

Shares of Walt Disney stock opened at $107.36 on Friday. The company has a quick ratio of 0.65, a current ratio of 0.71 and a debt-to-equity ratio of 0.32. The Walt Disney Company has a 52 week low of $92.18 and a 52 week high of $117.09. The firm's 50 day moving average is $105.12 and its two-hundred day moving average is $101.94. The firm has a market capitalization of $185.38 billion, a P/E ratio of 22.14, a P/E/G ratio of 1.21 and a beta of 1.41.

Walt Disney (NYSE:DIS - Get Free Report) last issued its quarterly earnings data on Wednesday, August 5th. The entertainment giant reported $2.06 earnings per share 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 business had revenue of $25.25 billion during the quarter, compared to the consensus estimate of $25.39 billion. During the same quarter in the previous year, the firm earned $1.61 EPS. The company's revenue 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. Research analysts forecast that The Walt Disney Company will post 6.92 EPS for the current fiscal year.

Walt Disney Company Profile

The Walt Disney Company NYSE: DIS is a global entertainment company that develops, produces and distributes branded content across film, television, streaming and other media platforms. Its portfolio includes Disney, Pixar, Marvel, Star Wars, National Geographic and 20th Century Studios, as well as ABC, Hulu, Disney+ and ESPN. The company also licenses its characters and intellectual property for consumer products, games and other experiences.

Disney operates theme parks, resorts and cruise lines through its Experiences business.

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