Perpetual Ltd Grows Stake in The Walt Disney Company $DIS

Perpetual Ltd lifted its stake in shares of The Walt Disney Company (NYSE:DIS) by 242.2% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 13,741 shares of the entertainment giant’s stock after purchasing an additional 9,726 shares during the period. Perpetual Ltd’s holdings in Walt Disney were worth $1,563,000 at the end of the most recent quarter.

A number of other hedge funds also recently modified their holdings of the stock. Copeland Capital Management LLC bought a new position in Walt Disney during the third quarter valued at $25,000. Strengthening Families & Communities LLC bought a new stake in shares of Walt Disney in the third quarter valued at $29,000. JPL Wealth Management LLC purchased a new position in shares of Walt Disney during the 3rd quarter valued at $30,000. Pilgrim Partners Asia Pte Ltd purchased a new position in shares of Walt Disney during the 3rd quarter valued at $33,000. Finally, Bare Financial Services Inc increased its holdings in Walt Disney by 48.5% in the 3rd quarter. Bare Financial Services Inc now owns 291 shares of the entertainment giant’s stock worth $33,000 after acquiring an additional 95 shares during the last quarter. Institutional investors own 65.71% of the company’s stock.

Wall Street Analysts Forecast Growth

DIS has been the topic of a number of research reports. Citigroup lowered their price objective on Walt Disney from $145.00 to $140.00 and set a “buy” rating on the stock in a research note on Friday, January 16th. Raymond James Financial upgraded shares of Walt Disney from a “market perform” rating to an “outperform” rating and set a $115.00 target price for the company in a research note on Wednesday. Phillip Securities upgraded shares of Walt Disney to a “moderate buy” rating in a research note on Monday, January 12th. Barclays reaffirmed an “overweight” rating on shares of Walt Disney in a report on Monday, February 2nd. Finally, The Goldman Sachs Group reiterated a “buy” rating and issued a $151.00 price objective on shares of Walt Disney in a research note on Monday, February 2nd. Eighteen analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $132.81.

Walt Disney Trading Up 0.1%

Shares of DIS opened at $96.69 on Friday. The Walt Disney Company has a twelve month low of $80.10 and a twelve month high of $124.69. The stock has a market cap of $171.28 billion, a PE ratio of 14.22, a P/E/G ratio of 1.35 and a beta of 1.44. The company has a quick ratio of 0.61, a current ratio of 0.67 and a debt-to-equity ratio of 0.31. The business’s 50-day moving average price is $102.96 and its 200-day moving average price is $108.20.

Walt Disney (NYSE:DIS) last posted its earnings results on Monday, February 2nd. The entertainment giant reported $1.63 earnings per share for the quarter, topping analysts’ consensus estimates of $1.57 by $0.06. Walt Disney had a net margin of 12.80% and a return on equity of 8.90%. The business had revenue of $25.98 billion for the quarter, compared to analyst estimates of $25.54 billion. During the same quarter in the prior year, the firm posted $1.40 EPS. Walt Disney’s revenue was up 5.2% on a year-over-year basis. On average, equities analysts forecast that The Walt Disney Company will post 5.47 EPS for the current fiscal year.

Key Walt Disney News

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

• Positive Sentiment: Raymond James upgraded DIS to “Outperform,” giving the stock a near‑term boost from a respected shop citing confidence in Disney’s execution. Raymond James Financial Upgrades Walt Disney (NYSE:DIS) to “Outperform”
• Positive Sentiment: Needham reiterated a “Buy” rating, reinforcing analyst support and helping offset some recent negative headlines. Needham & Company LLC Reiterates “Buy” Rating for Walt Disney (NYSE:DIS)
• Positive Sentiment: Industry coverage notes parks & experiences could see a boom this year (attendance recovery, pricing power, and targeted promotions such as Disney+ subscriber hotel deals), supporting near‑term revenue visibility. Why Disney’s parks business could boom this year despite economic turbulence and the Iran war
• Neutral Sentiment: Sectors trends show streaming revenue growth increasingly driven by price increases and ads rather than new subs — a positive for unit economics but a mixed subscriber story for Disney+. Price Hikes Driving U.S. Streaming Video Sales Growth, Not New Subscribers
• Neutral Sentiment: Disney is shifting its AI strategy after exiting its OpenAI investment and Sora efforts, signaling a reallocation of tech spend that is likely neutral near‑term but relevant for long‑term content/production efficiency. Disney’s OpenAI Investment Is Over. Here’s Where the Company Is Focusing Its Efforts in 2026.
• Negative Sentiment: Wells Fargo and Deutsche Bank trimmed price targets and some analysts have scaled back near‑term forecasts, keeping upside consensus below prior levels and pressuring sentiment. Wells Fargo Trims PT on The Walt Disney Company (DIS) Amid Softer Growth Narrative
• Negative Sentiment: Coverage questioning dividend safety after a reported ~$50M settlement and leadership change raises near‑term cash‑allocation concerns for income‑oriented investors. Is Disney’s Dividend Safe? A $50M Settlement and a New CEO Put It to the Test
• Negative Sentiment: Recent guest‑experience and operations stories — shuttle shutdowns, new entry rules and isolated legal/arrest incidents — could weigh on short‑term park sentiment and PR. DISNEY TRANSPORT TROUBLES: Shuttle Shutdown & New Rules Snarl Guest Access

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.