The Walt Disney Company $DIS Position Lessened by Evelyn Partners Asset Management Ltd

Evelyn Partners Asset Management Ltd decreased its stake in The Walt Disney Company (NYSE:DIS) by 11.9% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 87,369 shares of the entertainment giant’s stock after selling 11,748 shares during the period. Walt Disney accounts for 2.3% of Evelyn Partners Asset Management Ltd’s portfolio, making the stock its 12th largest position. Evelyn Partners Asset Management Ltd’s holdings in Walt Disney were worth $9,940,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds have also made changes to their positions in the stock. Vanguard Group Inc. increased its position in Walt Disney by 0.8% in 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 acquiring an additional 1,220,207 shares during the period. State Street Corp increased its position in Walt Disney by 2.3% in the 4th quarter. State Street Corp now owns 83,873,646 shares of the entertainment giant’s stock valued at $9,604,567,000 after acquiring an additional 1,853,897 shares during the period. Geode Capital Management LLC increased its position in Walt Disney by 3.5% in the 4th quarter. Geode Capital Management LLC now owns 40,588,604 shares of the entertainment giant’s stock valued at $4,597,804,000 after acquiring an additional 1,361,888 shares during the period. Norges Bank acquired a new stake in Walt Disney in the 4th quarter valued at approximately $2,388,278,000. Finally, Charles Schwab Investment Management Inc. increased its position in Walt Disney by 1.6% in the 4th quarter. Charles Schwab Investment Management Inc. now owns 13,430,932 shares of the entertainment giant’s stock valued at $1,528,037,000 after acquiring an additional 213,423 shares during the period. Institutional investors own 65.71% of the company’s stock.

Walt Disney Stock Down 0.5%

Shares of DIS stock opened at $99.89 on Friday. The Walt Disney Company has a 1 year low of $92.18 and a 1 year high of $124.69. The stock has a market cap of $173.45 billion, a PE ratio of 15.96, a price-to-earnings-growth ratio of 1.31 and a beta of 1.39. The business’s fifty day moving average is $102.28 and its 200-day moving average is $105.22. The company has a debt-to-equity ratio of 0.33, a quick ratio of 0.62 and a current ratio of 0.68.

Walt Disney (NYSE:DIS) last issued 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 analysts’ expectations of $24.87 billion. Walt Disney had a return on equity of 8.92% and a net margin of 11.54%.The company’s quarterly revenue was up 6.5% on a year-over-year basis. During the same period in the previous year, the firm posted $1.45 EPS. Walt Disney has set its FY 2026 guidance at 6.640-6.640 EPS. Equities analysts expect that The Walt Disney Company will post 6.85 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

DIS has been the topic of several analyst reports. Wells Fargo & Company lowered their target price on Walt Disney from $148.00 to $146.00 and set an “overweight” rating on the stock in a research report on Thursday, May 7th. Needham & Company LLC restated a “buy” rating and issued a $125.00 target price on shares of Walt Disney in a research report on Friday. Phillip Securities upgraded Walt Disney from a “moderate buy” rating to a “strong-buy” rating in a research report on Monday, May 11th. Barclays raised their target price on Walt Disney from $130.00 to $135.00 and gave the company an “overweight” rating in a research report on Thursday, May 7th. Finally, Weiss Ratings cut Walt Disney from a “hold (c+)” rating to a “hold (c)” rating in a research report on Thursday. One analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, five have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, Walt Disney presently has an average rating of “Moderate Buy” and an average target price of $133.71.

Key Stories Impacting Walt Disney

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

• Positive Sentiment: Needham & Company reaffirmed its Buy rating on Disney and set a $125 price target, implying meaningful upside from recent trading levels and reinforcing bullish sentiment around the stock. Benzinga report on Needham rating reaffirmation
• Positive Sentiment: Erste Group Bank raised its FY2026 and FY2027 earnings estimates for Disney, signaling improving profit expectations and suggesting analysts see stronger fundamentals ahead.
• Positive Sentiment: Disney upgraded the My Disney Experience app to make vacation planning easier, a small but constructive sign that the company is improving the guest experience and supporting its parks business. AOL article on My Disney Experience app upgrade
• Neutral Sentiment: Several entertainment articles about Kevin Costner meeting Walt Disney, and other Disney-related lifestyle/travel pieces, are mostly brand awareness items and are unlikely to materially affect the stock price. Yahoo Entertainment article on Kevin Costner story
• Neutral Sentiment: Recent commentary also noted Disney’s share price weakness and valuation debate, but that appears more reflective of the broader pullback than a new company-specific catalyst. Yahoo Finance article on DIS share price weakness

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.