Trivest Advisors Ltd Takes $13.94 Million Position in The Walt Disney Company $DIS

Trivest Advisors Ltd purchased a new stake in shares of The Walt Disney Company (NYSE:DIS) in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund purchased 122,500 shares of the entertainment giant’s stock, valued at approximately $13,937,000. Walt Disney comprises approximately 0.6% of Trivest Advisors Ltd’s holdings, making the stock its 17th biggest position.

Several other institutional investors have also made changes to their positions in DIS. Norges Bank acquired a new stake in shares of Walt Disney during the 4th quarter valued at about $2,388,278,000. Viking Global Investors LP acquired a new stake in shares of Walt Disney during the 2nd quarter valued at about $725,219,000. State Street Corp lifted its holdings in shares of Walt Disney by 3.0% during the 3rd quarter. State Street Corp now owns 82,019,749 shares of the entertainment giant’s stock valued at $9,391,261,000 after buying an additional 2,376,706 shares during the last quarter. Eurizon Capital SGR S.p.A. acquired a new stake in shares of Walt Disney during the 4th quarter valued at about $174,275,000. Finally, PFA Pension Forsikringsaktieselskab acquired a new stake in shares of Walt Disney during the 4th quarter valued at about $156,904,000. 65.71% of the stock is currently owned by institutional investors and hedge funds.

Walt Disney Stock Up 0.5%

DIS opened at $99.83 on Friday. The business has a 50 day moving average price of $101.82 and a 200 day moving average price of $105.40. The Walt Disney Company has a twelve month low of $92.18 and a twelve month high of $124.69. 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 $173.35 billion, a P/E ratio of 15.95, a price-to-earnings-growth ratio of 1.30 and a beta of 1.39.

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

Key Walt Disney News

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

• Positive Sentiment: Rosenblatt Securities raised its price target on Disney to $126 from $121 and reiterated a buy rating, signaling confidence in further upside from current levels. Benzinga
• Positive Sentiment: Several pieces highlighted Disney’s improving investment case, including a fresh look at its shifting analyst targets and a separate article arguing that advertising could be Disney’s next major growth engine beyond parks and movies. Why The Narrative Around Walt Disney (DIS) Is Shifting On Mixed Analyst Targets Disney’s next growth story isn’t parks or movies
• Neutral Sentiment: Disney remains part of broader media-sector debate, with a new article comparing it with Netflix as a long-term streaming holding; this is more about valuation and portfolio positioning than a fresh company-specific catalyst. Netflix vs. Disney: Which Streaming Stock Is the Better Long-Term Hold?
• Neutral Sentiment: Another note said Disney is still down significantly since its last earnings report, underscoring lingering post-earnings pressure even though analysts remain constructive. Disney (DIS) Down 8.6% Since Last Earnings Report: Can It Rebound?
• Neutral Sentiment: Disney-related event and licensing headlines, including Papa John’s Toy Story 5 promotion and an upcoming industry event at Walt Disney World, add brand visibility but are unlikely to materially move the stock on their own. Is Papa John’s (PZZA) Toy Story 5 Tie-Up Reinforcing Its Brand Moat or Just Buzz? Imagination Meets Innovation at NCTC and ACA Connects’ The Independent Show 2026 in Walt Disney World

Analysts Set New Price Targets

DIS has been the subject of several research reports. Wells Fargo & Company reduced their price target on Walt Disney from $148.00 to $146.00 and set an “overweight” rating for the company in a report on Thursday, May 7th. JPMorgan Chase & Co. boosted their target price on Walt Disney from $138.00 to $139.00 and gave the stock an “overweight” rating in a report on Thursday, May 7th. Barclays boosted their target price on Walt Disney from $130.00 to $135.00 and gave the stock an “overweight” rating in a report on Thursday, May 7th. Guggenheim boosted their target price on Walt Disney from $115.00 to $120.00 and gave the stock a “buy” rating in a report on Thursday, May 7th. Finally, Needham & Company LLC restated a “buy” rating and issued a $125.00 target price on shares of Walt Disney in a report on Tuesday, March 31st. One 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 issued a Sell rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $133.47.

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.