SHP Wealth Management Purchases Shares of 8,064 The Walt Disney Company $DIS

SHP Wealth Management acquired a new position in The Walt Disney Company (NYSE:DIS) in the fourth quarter, according to the company in its most recent filing with the SEC. The firm acquired 8,064 shares of the entertainment giant’s stock, valued at approximately $917,000.

Other institutional investors also recently modified their holdings of the company. Swiss RE Ltd. acquired a new position in shares of Walt Disney in the fourth quarter valued at $25,000. Curio Wealth LLC boosted its stake 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 in the last quarter. Sfam LLC bought a new stake in Walt Disney in the 4th quarter valued at $26,000. Greenline Wealth Management LLC bought a new stake in Walt Disney in the 4th quarter valued at $26,000. Finally, Commonwealth Retirement Investments LLC acquired a new position in shares of Walt Disney in the 4th quarter valued at $29,000. Institutional investors and hedge funds own 65.71% of the company’s stock.

Walt Disney News Roundup

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

• Positive Sentiment: Disney is getting a lift from a bullish market note saying the stock’s recent move higher on heavy volume could continue if earnings estimate revisions keep improving. Disney (DIS) Surges 3.0%: Is This an Indication of Further Gains?
• Positive Sentiment: Management commentary on Shanghai Disneyland highlighted the park’s resilience in China, including 100 million cumulative visitors in 2025, reinforcing the importance of Disney’s international parks business. Bob Iger reflects on 10 years of Shanghai Disneyland as it defies the Chinese pullback
• Positive Sentiment: Disney’s “Toy Story” franchise continues to look like a dependable earnings engine, with coverage noting that the brand remains one of the company’s surest bets ahead of the next film launch. Thirty years and $3 billion later, ‘Toy Story’ is still one of Disney’s surest bets
• Positive Sentiment: Belkin’s new Toy Story 5-themed product tie-in adds to signs of strong franchise merchandising potential ahead of the movie release. Belkin Brings to Mexico the iPad Case Inspired by Lilypad…
• Neutral Sentiment: Several park-related updates, including the new Lakeshore Lodge Resort and Disney Springs changes, may support long-term attendance and spending, but they are not immediate stock-moving catalysts. First look: Disney unveils new Lakeshore Lodge Resort at Walt Disney World
• Negative Sentiment: A new patent injunction in Europe adds legal pressure on Disney’s streaming technology, creating a headline risk for the company’s media business. How A Pan‑EU Streaming Patent Injunction Could Impact Walt Disney (DIS) Investors

Walt Disney Stock Up 0.1%

Shares of NYSE:DIS opened at $104.00 on Friday. The company’s fifty day moving average is $102.83 and its 200-day moving average is $105.19. 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 Walt Disney Company has a 52 week low of $92.18 and a 52 week high of $124.69. The company has a market capitalization of $180.59 billion, a PE ratio of 16.61, a P/E/G ratio of 1.36 and a beta of 1.39.

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

Analyst Upgrades and Downgrades

DIS has been the subject of a number of analyst reports. 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 report on Thursday, May 7th. Raymond James Financial raised shares of Walt Disney from a “market perform” rating to an “outperform” rating and set a $115.00 price target for the company in a research report on Wednesday, April 1st. Citigroup raised 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. Needham & Company LLC reaffirmed a “buy” rating and set a $125.00 price objective on shares of Walt Disney in a report on Friday, June 12th. Finally, Weiss Ratings lowered Walt Disney from a “hold (c+)” rating to a “hold (c)” rating in a research note on Thursday, June 11th. One research analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, five have given 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 a consensus price target of $133.71.

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.