Wells Fargo & Company Issues Positive Forecast for Walt Disney (NYSE:DIS) Stock Price

Key Points

• Wells Fargo raised Disney’s price target from $125 to $132 and maintained an “overweight” rating, implying 27.7% upside from the prior close.
• Analyst sentiment remains favorable, with Disney holding a “Moderate Buy” consensus rating and an average price target of $128.61.
• Disney exceeded quarterly EPS expectations with $2.06 versus $1.86 projected, while revenue increased 6.8% year over year to $25.25 billion; however, revenue slightly missed estimates and fiscal 2026 EPS guidance trails consensus forecasts.

Walt Disney (NYSE:DIS - Get Free Report) had its price objective increased by research analysts at Wells Fargo & Company from $125.00 to $132.00 in a research report issued to clients and investors on Thursday,Benzinga reports. The firm presently has an "overweight" rating on the entertainment giant's stock. Wells Fargo & Company's price target points to a potential upside of 27.70% from the company's previous close.

Several other equities research analysts have also recently commented on DIS. Guggenheim reiterated a "buy" rating and issued a $120.00 price target on shares of Walt Disney in a research report on Thursday. Citigroup lowered their price objective on shares of Walt Disney from $145.00 to $135.00 and set a "buy" rating on the stock in a research note on Wednesday, July 29th. Rosenblatt Securities reiterated a "buy" rating and issued a $126.00 target price on shares of Walt Disney in a report on Thursday. Barclays increased their target price on shares of Walt Disney from $110.00 to $115.00 and gave the company an "overweight" rating in a research note on Thursday. Finally, Argus restated a "buy" rating and issued a $134.00 price target on shares of Walt Disney in a research report on Thursday. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating, five have issued a Hold rating and one has given a Sell rating to the company's stock. According to data from MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and an average target price of $128.61.

Walt Disney Price Performance

NYSE:DIS traded up $1.61 during midday trading on Thursday, hitting $103.37. 6,241,757 shares of the stock were exchanged, compared to its average volume of 10,729,733. The company has a market capitalization of $179.50 billion, a price-to-earnings ratio of 16.50, a P/E/G ratio of 1.29 and a beta of 1.39. 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 has a one year low of $92.18 and a one year high of $119.78. The business has a 50-day moving average price of $98.85 and a two-hundred day moving average price of $101.94.

Walt Disney (NYSE:DIS - Get Free Report) last issued its quarterly earnings results on Wednesday, August 5th. The entertainment giant reported $2.06 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.86 by $0.20. Walt Disney had a return on equity of 8.92% and a net margin of 11.54%.The company had revenue of $25.25 billion for the quarter, compared to analysts' expectations of $25.39 billion. During the same period last year, the firm earned $1.61 EPS. The firm's revenue for the quarter was up 6.8% on a year-over-year basis. Walt Disney has set its FY 2026 guidance at 6.642-6.642 EPS. Sell-side analysts predict that Walt Disney will post 6.83 EPS for the current year.

Institutional Inflows and Outflows

Several institutional investors have recently made changes to their positions in the company. Swiss RE Ltd. purchased a new stake in shares of Walt Disney in the fourth quarter worth approximately $25,000. Curio Wealth LLC grew 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 valued at $26,000 after purchasing an additional 117 shares in the last quarter. Osbon Capital Management LLC acquired a new position in Walt Disney in the 4th quarter valued at approximately $26,000. Sfam LLC acquired a new position in Walt Disney in the 4th quarter valued at approximately $26,000. Finally, Greenline Wealth Management LLC purchased a new stake in Walt Disney in the 4th quarter worth approximately $26,000. 65.71% of the stock is owned by hedge funds and other institutional investors.

Key Walt Disney News

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

• Positive Sentiment: Profit beat and improving growth: Disney reported adjusted EPS of $2.06, exceeding the $1.86 analyst consensus, while revenue rose 6.8% year over year to $25.25 billion. Segment operating income increased 21%, supported by Experiences and Entertainment. Disney Q3 Earnings Surpass Estimates
• Positive Sentiment: Parks and franchise monetization remain key catalysts: Experiences revenue reached a quarterly record of nearly $10 billion, with domestic attendance and guest spending rising. “Toy Story 5,” which surpassed $1 billion at the box office, also boosted streaming engagement, merchandise sales and demand for parks and cruises. How Disney parks are bucking a travel slowdown
• Positive Sentiment: Streaming momentum strengthened: Streaming operating income more than doubled to $712 million. Disney also plans to develop Disney+ into a broader fan ecosystem incorporating interactive content, games and merchandise, while evaluating a free, ad-supported offering to expand reach and advertising revenue. Disney Q3 Earnings Call Highlights
• Positive Sentiment: Capital returns and advertising outlook improved: Disney reaffirmed fiscal 2026 guidance and raised planned share repurchases to at least $9 billion. ESPN also reported that advertising inventory for the next Super Bowl is already sold out. Disney Reaffirms Earnings Growth and Buybacks
• Positive Sentiment: Analyst sentiment is supportive: Barclays raised its price target to $115 and assigned an Overweight rating. Guggenheim, Benchmark, Rosenblatt and Needham reiterated Buy ratings with targets ranging from $115 to $126, implying additional upside from recent levels.
• Neutral Sentiment: Disney agreed to sell its 50% stake in A+E Global Media to Hearst for approximately $1.2 billion in cash, reinforcing its focus on streaming, ESPN and core franchises while reducing exposure to traditional television assets. Disney exits A+E Media
• Negative Sentiment: Revenue fell slightly short of expectations, and the company’s FY2026 EPS guidance of 6.642 is below the approximately 6.83 analyst consensus, potentially limiting enthusiasm if future execution weakens.

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.

Continue following MarketBeat

Add MarketBeat as your preferred source on Google to see our latest stories in your feed.

Add As Preferred Source