AMG National Trust Bank Has $2.71 Million Stake in The Walt Disney Company $DIS

AMG National Trust Bank lifted its position in The Walt Disney Company (NYSE:DIS) by 31.0% in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 28,128 shares of the entertainment giant’s stock after buying an additional 6,653 shares during the quarter. AMG National Trust Bank’s holdings in Walt Disney were worth $2,711,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the business. Franklin Resources Inc. increased its position in Walt Disney by 29.2% during the fourth quarter. Franklin Resources Inc. now owns 8,522,860 shares of the entertainment giant’s stock worth $969,646,000 after buying an additional 1,924,200 shares during the last quarter. Aviva PLC boosted its stake in shares of Walt Disney by 5.5% during the 4th quarter. Aviva PLC now owns 1,516,177 shares of the entertainment giant’s stock worth $172,495,000 after acquiring an additional 78,914 shares in the last quarter. World Investment Advisors boosted its stake in shares of Walt Disney by 18.8% during the 4th quarter. World Investment Advisors now owns 96,476 shares of the entertainment giant’s stock worth $10,976,000 after acquiring an additional 15,243 shares in the last quarter. Xponance LLC increased its holdings in shares of Walt Disney by 7.5% during the 4th quarter. Xponance LLC now owns 291,158 shares of the entertainment giant’s stock valued at $33,125,000 after acquiring an additional 20,266 shares during the last quarter. Finally, Park Avenue Securities LLC increased its holdings in shares of Walt Disney by 23.1% during the 4th quarter. Park Avenue Securities LLC now owns 61,677 shares of the entertainment giant’s stock valued at $7,016,000 after acquiring an additional 11,570 shares during the last quarter. Institutional investors 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: Benchmark initiated coverage on Disney (DIS) with a Buy rating and a $115 price target, arguing that Disney’s parks, streaming, and sports assets support a new growth phase. Disney initiated at Buy as analyst sees parks, streaming fueling next growth phase
• Positive Sentiment: Wells Fargo said Disney (DIS) could unlock as much as 40% upside by exiting direct streaming and focusing more on licensing and content creation, which some investors may see as a value-unlocking path. Wells Fargo Says Disney Could Gain 40% by Exiting Streaming
• Positive Sentiment: Disney also announced it will host a webcast to discuss fiscal third-quarter 2026 results, keeping investors focused on upcoming earnings and guidance. The Walt Disney Company Executives to Discuss Fiscal Third Quarter 2026 Financial Results via Webcast
• Neutral Sentiment: Disney is using promotional events like the upcoming “Created in L.A.” creator gathering and D23 programming announcements to support brand engagement and park/media buzz, but these items are unlikely to move the stock on their own. Disney Set to Launch Inaugural ‘Created in L.A.’ Event, Hosted by Jon Youshaei
• Neutral Sentiment: Industry commentary and analyst pieces continue to debate whether Disney’s streaming and ESPN model needs a major rethink; while not a formal company action, this keeps strategic pressure on DIS. Disney (DIS) Faces Fresh Calls To Rethink Streaming And ESPN
• Negative Sentiment: Several reports said Disney’s live-action Moana opened below expectations and could lose heavily in theaters, reinforcing worries that Disney’s remake strategy may be losing momentum and hurting near-term earnings. ‘Moana’ Could Lose at Least $100 Million USD in Theaters as Disney’s Remake Strategy Falters
• Negative Sentiment: Coverage questioning Disney’s core business model and citing heightened scrutiny from regulators adds uncertainty, which may be weighing on sentiment around DIS. FCC’s Brendan Carr Reportedly Questions Antitrust Basis For Paramount, Says Disney Under Heightened Scrutiny

Wall Street Analyst Weigh In

A number of research analysts recently weighed in on DIS shares. JPMorgan Chase & Co. raised their price objective on Walt Disney from $139.00 to $140.00 and gave the company an “overweight” rating in a research note on Tuesday, June 30th. Rosenblatt Securities reiterated a “buy” rating and set a $126.00 price target on shares of Walt Disney in a report on Tuesday, July 7th. Raymond James Financial dropped their price target on shares of Walt Disney from $119.00 to $111.00 and set an “outperform” rating on the stock in a research report on Thursday, July 2nd. Wells Fargo & Company reduced their price objective on shares of Walt Disney from $146.00 to $125.00 and set an “overweight” rating for the company in a research note on Monday. Finally, Citigroup upped their price objective on shares of Walt Disney from $135.00 to $145.00 and gave the stock a “buy” rating in a report on Friday, May 8th. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, Walt Disney presently has a consensus rating of “Moderate Buy” and a consensus price target of $129.31.

Walt Disney Stock Down 0.1%

DIS opened at $95.90 on Wednesday. The Walt Disney Company has a 1-year low of $92.18 and a 1-year high of $123.40. The company has a current ratio of 0.68, a quick ratio of 0.62 and a debt-to-equity ratio of 0.33. The stock has a market capitalization of $166.53 billion, a price-to-earnings ratio of 15.32, a P/E/G ratio of 1.21 and a beta of 1.39. The business has a 50 day moving average of $101.26 and a 200-day moving average of $103.81.

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. The business 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 revenue was up 6.5% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $1.45 earnings per share. Walt Disney has set its FY 2026 guidance at 6.640-6.640 EPS. As a group, sell-side analysts anticipate that The Walt Disney Company will post 6.86 earnings per share for the current year.

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.