The Walt Disney Company $DIS Shares Sold by Bank Julius Baer & Co. Ltd Zurich

Bank Julius Baer & Co. Ltd Zurich reduced its stake in The Walt Disney Company (NYSE:DIS) by 3.1% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 1,467,623 shares of the entertainment giant’s stock after selling 46,681 shares during the period. Bank Julius Baer & Co. Ltd Zurich’s holdings in Walt Disney were worth $167,369,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Strengthening Families & Communities LLC acquired a new stake in Walt Disney during the 3rd quarter worth $29,000. JPL Wealth Management LLC acquired a new stake in Walt Disney during the 3rd quarter worth $30,000. Pilgrim Partners Asia Pte Ltd acquired a new stake in Walt Disney during the 3rd quarter worth $33,000. Bare Financial Services Inc raised its stake in Walt Disney by 48.5% during the 3rd quarter. Bare Financial Services Inc now owns 291 shares of the entertainment giant’s stock worth $33,000 after acquiring an additional 95 shares in the last quarter. Finally, Eagle Bay Advisors LLC acquired a new stake in Walt Disney during the 4th quarter worth $37,000. Institutional investors and hedge funds own 65.71% of the company’s stock.

Analyst Ratings Changes

Several brokerages recently commented on DIS. TD Cowen reiterated a “hold” rating and set a $123.00 price target on shares of Walt Disney in a research note on Tuesday, February 3rd. The Goldman Sachs Group reiterated a “buy” rating and set a $151.00 price target on shares of Walt Disney in a research note on Monday, February 2nd. Citigroup lifted 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. Phillip Securities upgraded shares of Walt Disney from a “moderate buy” rating to a “strong-buy” rating in a research note on Monday. Finally, Guggenheim lifted their price target on shares of Walt Disney from $115.00 to $120.00 and gave the stock a “buy” rating in a research note on Thursday, May 7th. One investment analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $134.47.

Key Headlines Impacting Walt Disney

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

• Positive Sentiment: Disney received a bullish analyst note, with Phillip Securities upgrading the stock from “moderate buy” to “strong-buy,” which can support investor confidence in the name. Zacks.com
• Positive Sentiment: Analysts highlighted roughly 20% upside to Disney shares, citing progress toward streaming profitability and the strength of Disney’s broader media, parks, and entertainment ecosystem. Article
• Positive Sentiment: Disney’s upfront presentation and executive comments emphasized cross-platform advertising scale, live events, and major franchises such as the Grammys, Super Bowl, and Oscars, reinforcing the company’s monetization story. Article
• Positive Sentiment: Disney also promoted upcoming content and brand strength, including new streaming releases like “Avatar: Fire and Ash” and “VisionQuest,” plus strong awards-season recognition at the Golden Trailer Awards. Article
• Neutral Sentiment: Reports that Disney World president Jeff Vahle plans to step down in 2026 are more of an organizational change than a clear business catalyst, so the market impact is likely limited. Article
• Negative Sentiment: Investors are watching growing FCC scrutiny of Disney’s media operations, which could increase compliance risk and pressure flexibility in its broadcast and cable businesses. Article
• Negative Sentiment: News of Disney permanently shutting down a popular section of a park may create some near-term negative sentiment around the parks segment, even if the financial impact is unclear. Article

Walt Disney Trading Down 1.2%

NYSE DIS opened at $104.90 on Thursday. The company has a debt-to-equity ratio of 0.33, a quick ratio of 0.62 and a current ratio of 0.68. The firm has a market cap of $182.16 billion, a PE ratio of 16.76, a P/E/G ratio of 1.39 and a beta of 1.41. The Walt Disney Company has a one year low of $92.18 and a one year high of $124.69. The firm’s fifty day moving average is $100.92 and its two-hundred day moving average is $106.42.

Walt Disney (NYSE:DIS) last posted its quarterly earnings data on Wednesday, May 6th. The entertainment giant reported $1.57 EPS for the quarter, beating analysts’ consensus estimates of $1.49 by $0.08. The company had revenue of $25.17 billion for the quarter, compared to analyst estimates of $24.87 billion. Walt Disney had a net margin of 11.54% and a return on equity of 8.92%. Walt Disney’s quarterly revenue was up 6.5% on a year-over-year basis. During the same period in the previous year, the business posted $1.45 earnings per share. Walt Disney has set its FY 2026 guidance at 6.640-6.640 EPS. Analysts expect that The Walt Disney Company will post 6.82 earnings per share for the current year.

Walt Disney Company 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.