Fjarde AP Fonden Fourth Swedish National Pension Fund Acquires 192,700 Shares of The Walt Disney Company $DIS

Fjarde AP Fonden Fourth Swedish National Pension Fund raised its stake in shares of The Walt Disney Company (NYSE:DIS) by 68.8% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 472,800 shares of the entertainment giant’s stock after buying an additional 192,700 shares during the quarter. Fjarde AP Fonden Fourth Swedish National Pension Fund’s holdings in Walt Disney were worth $45,568,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds have also recently modified their holdings of the company. Franklin Resources Inc. boosted its holdings in shares of Walt Disney by 29.2% during the 4th quarter. Franklin Resources Inc. now owns 8,522,860 shares of the entertainment giant’s stock valued at $969,646,000 after purchasing an additional 1,924,200 shares during the last quarter. Aviva PLC increased its holdings in shares of Walt Disney by 5.5% in the fourth quarter. Aviva PLC now owns 1,516,177 shares of the entertainment giant’s stock worth $172,495,000 after purchasing an additional 78,914 shares during the last quarter. World Investment Advisors lifted its position in shares of Walt Disney by 18.8% in the fourth quarter. World Investment Advisors now owns 96,476 shares of the entertainment giant’s stock worth $10,976,000 after buying an additional 15,243 shares in the last quarter. Xponance LLC lifted its position in shares of Walt Disney by 7.5% in the fourth quarter. Xponance LLC now owns 291,158 shares of the entertainment giant’s stock worth $33,125,000 after buying an additional 20,266 shares in the last quarter. Finally, Park Avenue Securities LLC boosted its stake in Walt Disney by 23.1% during the fourth quarter. Park Avenue Securities LLC now owns 61,677 shares of the entertainment giant’s stock valued at $7,016,000 after buying an additional 11,570 shares during the last quarter. Institutional investors own 65.71% of the company’s stock.

Analyst Upgrades and Downgrades

A number of analysts have issued reports on DIS shares. Weiss Ratings downgraded Walt Disney from a “hold (c+)” rating to a “hold (c)” rating in a research note on Thursday, June 11th. JPMorgan Chase & Co. increased their target price on Walt Disney from $139.00 to $140.00 and gave the company an “overweight” rating in a research report on Tuesday. Needham & Company LLC reissued a “buy” rating and issued a $125.00 target price on shares of Walt Disney in a report on Friday, June 12th. Wolfe Research set a $131.00 price target on shares of Walt Disney in a research report on Tuesday. Finally, Wells Fargo & Company decreased their price target on shares of Walt Disney from $148.00 to $146.00 and set an “overweight” rating on the stock in a research note on Thursday, May 7th. One analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, five have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, Walt Disney currently has a consensus rating of “Moderate Buy” and an average price target of $133.33.

Walt Disney Trading Up 3.9%

Shares of DIS stock opened at $99.42 on Friday. The company has a market cap of $172.65 billion, a PE ratio of 15.88, a price-to-earnings-growth ratio of 1.20 and a beta of 1.39. The Walt Disney Company has a 1 year low of $92.18 and a 1 year high of $124.61. The stock’s 50 day simple moving average is $102.18 and its two-hundred day simple moving average is $104.66. The company has a debt-to-equity ratio of 0.33, a current ratio of 0.68 and a quick ratio of 0.62.

Walt Disney (NYSE:DIS) last announced its earnings results on Wednesday, May 6th. The entertainment giant reported $1.57 EPS for the quarter, topping analysts’ consensus estimates of $1.49 by $0.08. Walt Disney had a return on equity of 8.92% and a net margin of 11.54%.The firm had revenue of $25.17 billion during the quarter, compared to analysts’ expectations of $24.87 billion. During the same quarter in the previous year, the business earned $1.45 EPS. The company’s quarterly revenue was up 6.5% on a year-over-year basis. Walt Disney has set its FY 2026 guidance at 6.640-6.640 EPS. Research analysts predict that The Walt Disney Company will post 6.86 earnings per share for the current year.

Key Stories Impacting Walt Disney

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

• Positive Sentiment: Erste Group slightly raised its FY2026 earnings estimate for Disney, reinforcing expectations for solid profit growth. Erste Group estimate update
• Positive Sentiment: Raymond James kept an outperform rating on Disney despite lowering its price target, signaling continued confidence in the stock’s longer-term upside. Raymond James price target update
• Positive Sentiment: Disney is adding fresh Disney+ content and expanding its JioStar India joint venture, both of which could support subscriber engagement and international growth. Disney streaming/content and JV news
• Neutral Sentiment: Disney-related promotional and community stories, including park events and special screenings, are supportive of the brand but unlikely to materially move the stock on their own. Disney JioStar JV article
• Neutral Sentiment: A report that Disney stock has been labeled a strong value stock by Zacks may help sentiment, but it is more of a valuation call than a near-term catalyst. Zacks value stock article
• Negative Sentiment: Disney agreed to a $50 million settlement tied to live TV streaming pricing claims, adding legal and financial overhang even if the dollar amount is manageable. Disney settlement article
• Negative Sentiment: Recent reports of a fire inside the “It’s a Small World” ride and ride shutdown at a Disney park create short-term operational and reputational noise, though they do not appear to be a major fundamental issue. Disney ride fire article

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.