Assetmark Inc. Acquires 57,928 Shares of The Walt Disney Company $DIS

Assetmark Inc. increased its holdings in The Walt Disney Company (NYSE:DIS) by 18.2% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 376,313 shares of the entertainment giant’s stock after buying an additional 57,928 shares during the period. Assetmark Inc.’s holdings in Walt Disney were worth $36,269,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors have also added to or reduced their stakes in DIS. Franklin Resources Inc. increased its stake in shares of Walt Disney by 29.2% in 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 lifted its position 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 buying an additional 78,914 shares during the last quarter. World Investment Advisors boosted its stake in Walt Disney by 18.8% in the fourth quarter. World Investment Advisors now owns 96,476 shares of the entertainment giant’s stock valued at $10,976,000 after buying an additional 15,243 shares in the last quarter. Xponance LLC boosted its stake in Walt Disney by 7.5% in the fourth quarter. Xponance LLC now owns 291,158 shares of the entertainment giant’s stock valued at $33,125,000 after buying an additional 20,266 shares in the last quarter. Finally, Swiss Life Asset Management Ltd grew its position in Walt Disney by 10.8% in the fourth quarter. Swiss Life Asset Management Ltd now owns 329,997 shares of the entertainment giant’s stock valued at $37,544,000 after acquiring an additional 32,065 shares during the last quarter. Institutional investors and hedge funds own 65.71% of the company’s stock.

More Walt Disney News

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

• Positive Sentiment: Disney is expanding its parks and experiences business, with multiple reports highlighting new and reimagined attractions at Hollywood Studios and an official opening date for the newest Disney World attraction, which could support long-term theme park revenue. Disney World’s newest attraction has an official opening date
• Positive Sentiment: Disney continues to lean into sports fandom through a new NFL partnership, reinforcing the value of its sports/ESPN strategy and helping offset concerns about streaming competition. Disney Continues To Bet On Sports Fandom With New NFL Partnership
• Positive Sentiment: Recent reporting says Disney’s cruise business generated $3 billion last fiscal year and the company plans a major fleet expansion, pointing to another growth engine beyond streaming. Disney’s cruise ship fleet generated $3 billion…
• Neutral Sentiment: News that Disney is considering a free streaming option may be seen as a way to attract viewers, but it also suggests management is still searching for the right monetization model for streaming. Disney considers launching free streaming option for consumers
• Negative Sentiment: Investor debate over whether Disney should exit the streaming business highlights ongoing concerns about profitability and growth in Disney’s direct-to-consumer segment. SA Asks: Should Disney get out of the streaming business?
• Negative Sentiment: Regulatory scrutiny is a headwind after reports that the FCC is moving closer to rulings against Disney over “The View” and broadcast licenses, adding legal and reputational uncertainty. FCC Nearing Rulings Against Disney Over ‘The View,’ TV Licenses

Walt Disney Stock Performance

Shares of DIS opened at $97.77 on Friday. The Walt Disney Company has a one year low of $92.18 and a one year high of $123.40. The company has a market cap of $169.78 billion, a PE ratio of 15.62, a P/E/G ratio of 1.25 and a beta of 1.39. The stock has a 50-day moving average of $100.66 and a 200-day moving average of $103.55. 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 quarterly earnings results on Wednesday, May 6th. The entertainment giant reported $1.57 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.49 by $0.08. Walt Disney had a return on equity of 8.92% and a net margin of 11.54%.The business had revenue of $25.17 billion for the quarter, compared to analyst estimates of $24.87 billion. During the same quarter in the prior year, the company earned $1.45 earnings per share. 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. On average, equities research analysts predict that The Walt Disney Company will post 6.86 EPS for the current fiscal year.

Analysts Set New Price Targets

Several equities research analysts recently issued reports on DIS shares. Wolfe Research set a $131.00 price target on shares of Walt Disney in a report on Tuesday, June 30th. Needham & Company LLC reissued a “buy” rating and set a $125.00 price objective on shares of Walt Disney in a report on Friday, June 12th. Raymond James Financial reduced their price objective on Walt Disney from $119.00 to $111.00 and set an “outperform” rating on the stock in a research report on Thursday, July 2nd. Barclays dropped their target price on Walt Disney from $135.00 to $110.00 and set an “overweight” rating for the company in a research report on Tuesday. Finally, Wells Fargo & Company cut their price target on Walt Disney from $146.00 to $125.00 and set an “overweight” rating on the stock in a research note on Monday. One research analyst has rated the stock with a Strong Buy rating, sixteen have issued 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, Walt Disney presently has a consensus rating of “Moderate Buy” and a consensus target price of $129.31.

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.