Vanguard Personalized Indexing Management LLC Increases Stock Position in The Walt Disney Company $DIS

Key Points

• Vanguard Personalized Indexing Management LLC increased its Disney stake by 6.3% in the fourth quarter, adding 11,422 shares and bringing its total holding to 192,715 shares worth about $21.9 million.
• Disney’s latest earnings topped expectations, with EPS of $1.57 versus $1.49 expected and revenue of $25.17 billion versus $24.87 billion expected. Revenue rose 6.5% year over year.
• Wall Street sentiment remains constructive: several firms raised targets or ratings, and Disney currently has a Moderate Buy consensus with an average price target of $133.71.

Vanguard Personalized Indexing Management LLC grew its position in shares of The Walt Disney Company (NYSE:DIS - Free Report) by 6.3% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned 192,715 shares of the entertainment giant's stock after purchasing an additional 11,422 shares during the quarter. Vanguard Personalized Indexing Management LLC's holdings in Walt Disney were worth $21,925,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors have also made changes to their positions in DIS. Swiss RE Ltd. acquired a new stake in shares of Walt Disney in the 4th quarter valued at about $25,000. Curio Wealth LLC increased its position in Walt Disney by 110.4% during the fourth quarter. Curio Wealth LLC now owns 223 shares of the entertainment giant's stock worth $26,000 after buying an additional 117 shares during the period. Sfam LLC purchased a new stake in Walt Disney in the fourth quarter valued at approximately $26,000. Greenline Wealth Management LLC purchased a new stake in Walt Disney in the fourth quarter valued at approximately $26,000. Finally, Commonwealth Retirement Investments LLC acquired a new stake in shares of Walt Disney in the fourth quarter valued at approximately $29,000. Institutional investors and hedge funds own 65.71% of the company's stock.

Walt Disney Stock Performance

NYSE DIS opened at $99.89 on Monday. The stock has a market capitalization of $173.45 billion, a price-to-earnings ratio of 15.96, a PEG ratio of 1.31 and a beta of 1.39. The business's 50 day moving average is $102.28 and its two-hundred day moving average is $105.24. The Walt Disney Company has a 12-month low of $92.18 and a 12-month high of $124.69. The company has a current ratio of 0.68, a quick ratio of 0.62 and a debt-to-equity ratio of 0.33.

Walt Disney (NYSE:DIS - Get Free Report) last posted its quarterly earnings results on Wednesday, May 6th. The entertainment giant reported $1.57 EPS for the quarter, beating the consensus estimate of $1.49 by $0.08. The business had revenue of $25.17 billion during the quarter, compared to analysts' expectations of $24.87 billion. Walt Disney had a return on equity of 8.92% and a net margin of 11.54%.The company's quarterly revenue was up 6.5% compared to the same quarter last year. During the same period last year, the firm earned $1.45 EPS. Walt Disney has set its FY 2026 guidance at 6.640-6.640 EPS. Research analysts expect that The Walt Disney Company will post 6.85 EPS for the current year.

Walt Disney News Roundup

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

• Positive Sentiment: Needham & Company reaffirmed its Buy rating on Disney and set a $125 price target, implying meaningful upside from recent trading levels and reinforcing bullish sentiment around the stock. Benzinga report on Needham rating reaffirmation
• Positive Sentiment: Erste Group Bank raised its FY2026 and FY2027 earnings estimates for Disney, signaling improving profit expectations and suggesting analysts see stronger fundamentals ahead.
• Positive Sentiment: Disney upgraded the My Disney Experience app to make vacation planning easier, a small but constructive sign that the company is improving the guest experience and supporting its parks business. AOL article on My Disney Experience app upgrade
• Neutral Sentiment: Several entertainment articles about Kevin Costner meeting Walt Disney, and other Disney-related lifestyle/travel pieces, are mostly brand awareness items and are unlikely to materially affect the stock price. Yahoo Entertainment article on Kevin Costner story
• Neutral Sentiment: Recent commentary also noted Disney’s share price weakness and valuation debate, but that appears more reflective of the broader pullback than a new company-specific catalyst. Yahoo Finance article on DIS share price weakness

Wall Street Analyst Weigh In

A number of brokerages have recently issued reports on DIS. Phillip Securities upgraded shares of Walt Disney from a "moderate buy" rating to a "strong-buy" rating in a research report on Monday, May 11th. Citigroup increased their price target on shares of Walt Disney from $135.00 to $145.00 and gave the stock a "buy" rating in a research note on Friday, May 8th. Guggenheim raised their price objective on shares of Walt Disney from $115.00 to $120.00 and gave the stock a "buy" rating in a research report on Thursday, May 7th. Raymond James Financial upgraded shares of Walt Disney from a "market perform" rating to an "outperform" rating and set a $115.00 price objective on the stock in a research note on Wednesday, April 1st. Finally, Needham & Company LLC reaffirmed a "buy" rating and issued a $125.00 target price on shares of Walt Disney in a report on Friday. One analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the company has an average rating of "Moderate Buy" and a consensus target price of $133.71.

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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