World Investment Advisors Purchases 15,243 Shares of The Walt Disney Company $DIS

Key Points

• World Investment Advisors boosted its stake in The Walt Disney Company (DIS) by 18.8%, buying 15,243 shares to hold 96,476 shares valued at about $10.98 million at the end of the quarter.
• Analysts' consensus is a Moderate Buy with an average target of $133.53, though several firms have recently trimmed price targets (e.g., Barclays to $130, Guggenheim to $115) while others issued upgrades.
• Disney beat Q4 expectations with EPS of $1.63 (vs. $1.57 est.) and revenue of $25.98 billion, and its shares trade near $102.59 with a market cap of roughly $181.7 billion and a P/E around 15.1.

World Investment Advisors increased its position in shares of The Walt Disney Company (NYSE:DIS - Free Report) by 18.8% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 96,476 shares of the entertainment giant's stock after buying an additional 15,243 shares during the period. World Investment Advisors' holdings in Walt Disney were worth $10,976,000 at the end of the most recent reporting period.

Several other large investors have also modified their holdings of DIS. Brighton Jones LLC boosted its holdings in shares of Walt Disney by 7.7% during the 4th quarter. Brighton Jones LLC now owns 26,767 shares of the entertainment giant's stock worth $2,980,000 after buying an additional 1,904 shares during the period. Sivia Capital Partners LLC raised its stake in shares of Walt Disney by 31.9% in the 2nd quarter. Sivia Capital Partners LLC now owns 5,470 shares of the entertainment giant's stock valued at $678,000 after buying an additional 1,322 shares in the last quarter. Schnieders Capital Management LLC. raised its stake in shares of Walt Disney by 16.2% in the 2nd quarter. Schnieders Capital Management LLC. now owns 17,955 shares of the entertainment giant's stock valued at $2,227,000 after buying an additional 2,503 shares in the last quarter. Main Street Financial Solutions LLC raised its stake in shares of Walt Disney by 28.6% in the 2nd quarter. Main Street Financial Solutions LLC now owns 8,330 shares of the entertainment giant's stock valued at $1,033,000 after buying an additional 1,855 shares in the last quarter. Finally, Ieq Capital LLC raised its stake in shares of Walt Disney by 10.8% in the 2nd quarter. Ieq Capital LLC now owns 115,759 shares of the entertainment giant's stock valued at $14,355,000 after buying an additional 11,304 shares in the last quarter. 65.71% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

A number of equities research analysts recently issued reports on DIS shares. Barclays dropped their target price on shares of Walt Disney from $140.00 to $130.00 and set an "overweight" rating for the company in a research report on Wednesday, April 8th. Guggenheim dropped their target price on shares of Walt Disney from $140.00 to $115.00 and set a "buy" rating for the company in a research report on Wednesday, March 18th. Wells Fargo & Company dropped their target price on shares of Walt Disney from $150.00 to $148.00 and set an "overweight" rating for the company in a research report on Friday, March 27th. Phillip Securities upgraded shares of Walt Disney to a "moderate buy" rating in a research report on Monday, January 12th. Finally, Raymond James Financial upgraded shares of Walt Disney from a "market perform" rating to an "outperform" rating and set a $115.00 target price for the company in a research report on Wednesday, April 1st. Seventeen equities research analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the company's stock. According to data from MarketBeat.com, Walt Disney currently has an average rating of "Moderate Buy" and an average target price of $133.53.

Walt Disney Stock Down 1.0%

Shares of NYSE DIS opened at $102.59 on Friday. The firm has a market capitalization of $181.74 billion, a PE ratio of 15.09, a price-to-earnings-growth ratio of 1.45 and a beta of 1.44. The company has a current ratio of 0.67, a quick ratio of 0.61 and a debt-to-equity ratio of 0.31. The Walt Disney Company has a 1 year low of $88.56 and a 1 year high of $124.69. The firm's 50-day moving average is $101.15 and its 200-day moving average is $107.03.

Walt Disney (NYSE:DIS - Get Free Report) last issued its earnings results on Monday, February 2nd. The entertainment giant reported $1.63 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.57 by $0.06. The company had revenue of $25.98 billion for the quarter, compared to analyst estimates of $25.54 billion. Walt Disney had a net margin of 12.80% and a return on equity of 8.90%. The company's revenue for the quarter was up 5.2% on a year-over-year basis. During the same quarter last year, the firm earned $1.40 EPS. Equities analysts expect that The Walt Disney Company will post 6.61 EPS for the current year.

Key Stories Impacting Walt Disney

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

• Positive Sentiment: Walt Disney World’s new solar facility will supply 100% of daytime power for all parks — reduces operating costs, supports ESG targets and may improve margins over time. Walt Disney World's new solar facility
• Positive Sentiment: Disney Parks programming and events — e.g., the return of the Disney H2O Glow event and ongoing attraction teases (Millennium Falcon/Smugglers Run) — should help drive attendance and in‑park spend in coming quarters. Disney H2O Glow Event
• Positive Sentiment: Content pipeline boost — reports that Taika Waititi is working on multiple Disney projects (including Marvel and Star Wars) reinforce long‑term content value for Disney+. New high‑profile projects can support subscriber engagement and licensing revenue. Taika Waititi projects
• Neutral Sentiment: PR and community initiatives (e.g., epilepsy awareness event at Walt Disney World, Disney+ programming for Deaf History Month) bolster brand and inclusion efforts but have limited near‑term revenue impact. Neurelis supports epilepsy awareness
• Negative Sentiment: Bob Iger rejoining Thrive Capital as an advisor after leaving Disney raises governance and leadership concerns for some investors — signals around management stability and Iger’s outside commitments can weigh on confidence. Bob Iger rejoins Thrive Capital
• Negative Sentiment: Analyst action: Barclays trimmed its price target for DIS to $130 (from $140) while keeping an Overweight rating — a downgrade in upside expectations that can pressure sentiment. Barclays trims DIS PT to $130
• Negative Sentiment: Employee/PR risk: reporting on an internal “AI adoption dashboard” that tracks token usage has drawn negative attention and could affect morale or public perception around workplace practices. Disney AI adoption dashboard coverage

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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