Fideuram Intesa Sanpaolo Private Banking S.P.A. Invests $25.71 Million in The Walt Disney Company $DIS

Fideuram Intesa Sanpaolo Private Banking S.P.A. purchased a new position in The Walt Disney Company (NYSE:DIS) during the fourth quarter, Holdings Channel reports. The fund purchased 225,995 shares of the entertainment giant’s stock, valued at approximately $25,711,000. Walt Disney makes up about 0.9% of Fideuram Intesa Sanpaolo Private Banking S.P.A.’s investment portfolio, making the stock its 20th biggest position.

Several other institutional investors and hedge funds also recently made changes to their positions in the business. Vanguard Group Inc. grew its holdings in shares of Walt Disney by 0.8% during the 4th quarter. Vanguard Group Inc. now owns 159,342,154 shares of the entertainment giant’s stock valued at $18,128,357,000 after purchasing an additional 1,220,207 shares during the last quarter. State Street Corp grew 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 purchasing an additional 2,376,706 shares during the last quarter. Invesco Ltd. grew its holdings in shares of Walt Disney by 6.5% during the 3rd quarter. Invesco Ltd. now owns 12,994,916 shares of the entertainment giant’s stock valued at $1,487,918,000 after purchasing an additional 790,365 shares during the last quarter. Amundi grew its holdings in shares of Walt Disney by 2.0% during the 3rd quarter. Amundi now owns 12,971,705 shares of the entertainment giant’s stock valued at $1,462,645,000 after purchasing an additional 254,626 shares during the last quarter. Finally, Alliancebernstein L.P. grew its holdings in shares of Walt Disney by 4.3% during the 3rd quarter. Alliancebernstein L.P. now owns 12,650,425 shares of the entertainment giant’s stock valued at $1,448,474,000 after purchasing an additional 515,938 shares during the last quarter. Institutional investors own 65.71% of the company’s stock.

Wall Street Analyst Weigh In

Several research firms recently commented on DIS. Citigroup increased their target price on shares of Walt Disney from $135.00 to $145.00 and gave the company a “buy” rating in a report on Friday, May 8th. JPMorgan Chase & Co. raised their price target on shares of Walt Disney from $138.00 to $139.00 and gave the stock an “overweight” rating in a report on Thursday, May 7th. Guggenheim raised their price target 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. Needham & Company LLC reissued a “buy” rating and issued a $125.00 price target on shares of Walt Disney in a report on Tuesday, March 31st. Finally, Phillip Securities raised shares of Walt Disney from a “moderate buy” rating to a “strong-buy” rating in a report on Monday, May 11th. One analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, five have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, Walt Disney currently has an average rating of “Moderate Buy” and a consensus target price of $134.47.

Walt Disney Trading Down 1.6%

NYSE:DIS opened at $102.25 on Wednesday. The company has a 50-day moving average price of $101.00 and a 200-day moving average price of $106.20. The Walt Disney Company has a 12 month low of $92.18 and a 12 month high of $124.69. 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 cap of $177.55 billion, a price-to-earnings ratio of 16.33, a P/E/G ratio of 1.36 and a beta of 1.41.

Walt Disney (NYSE:DIS) last issued its quarterly earnings results on Wednesday, May 6th. The entertainment giant reported $1.57 earnings per share (EPS) for the quarter, beating 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 company had revenue of $25.17 billion during the quarter, compared to analysts’ expectations of $24.87 billion. During the same period last year, the company posted $1.45 EPS. Walt Disney’s 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. Equities analysts predict that The Walt Disney Company will post 6.82 EPS for the current year.

More Walt Disney News

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

• Positive Sentiment: Erste Group raised its FY2026 earnings estimate for Disney to $6.86 per share from $6.63, slightly above the Street’s $6.82 consensus, signaling improving profit expectations for The Walt Disney Company (DIS).
• Positive Sentiment: Disney unveiled a “Blockbuster Summer” marketing push tied to upcoming releases like The Mandalorian and Grogu and Toy Story 5, which could help support park traffic, merchandise sales, and brand momentum. Disney Blockbuster Summer campaign article
• Positive Sentiment: Disney named Joe Schott as the new Walt Disney World president, a leadership change that may be viewed as an operational reset for the company’s most important domestic parks business. Joe Schott named new Walt Disney World president
• Neutral Sentiment: Disney’s Imagineering and park-development updates, including new courtyard music and signage work at Hollywood Studios, are incremental property enhancements with limited immediate financial impact. Walt Disney Studios Courtyard music revealed
• Neutral Sentiment: Multiple articles highlighted Disney’s community and military-family events, which are positive for brand image but unlikely to move the stock on their own. Blue Star Families and Disney event
• Negative Sentiment: Disney was sued over the use of facial recognition at California theme parks, adding a potential privacy and regulatory overhang for DIS even if the financial impact is still uncertain. Disney sued over facial recognition at California theme parks

Walt Disney 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.