Walt Disney (NYSE:DIS) Price Target Raised to $126.00 at Rosenblatt Securities

Walt Disney (NYSE:DIS) had its target price raised by Rosenblatt Securities from $121.00 to $126.00 in a research report released on Friday morning,Benzinga reports. The brokerage currently has a buy rating on the entertainment giant’s stock.

Other research analysts have also issued reports about the company. Raymond James Financial raised Walt Disney from a “market perform” rating to an “outperform” rating and set a $115.00 price objective on the stock in a report on Wednesday, April 1st. Wells Fargo & Company decreased their price objective on Walt Disney from $148.00 to $146.00 and set an “overweight” rating on the stock in a report on Thursday, May 7th. Weiss Ratings raised Walt Disney from a “hold (c)” rating to a “hold (c+)” rating in a report on Wednesday, May 27th. JPMorgan Chase & Co. upped their price objective on Walt Disney from $138.00 to $139.00 and gave the company an “overweight” rating in a report on Thursday, May 7th. Finally, Guggenheim increased their target price on Walt Disney from $115.00 to $120.00 and gave the stock a “buy” rating in a report on Thursday, May 7th. One research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $133.47.

Walt Disney Stock Performance

Shares of NYSE DIS opened at $99.83 on Friday. The company has a debt-to-equity ratio of 0.33, a current ratio of 0.68 and a quick ratio of 0.62. The stock’s fifty day moving average price is $101.82 and its two-hundred day moving average price is $105.40. Walt Disney has a one year low of $92.18 and a one year high of $124.69. The firm has a market cap of $173.35 billion, a price-to-earnings ratio of 15.95, a P/E/G ratio of 1.30 and a beta of 1.39.

Walt Disney (NYSE:DIS) last issued its quarterly earnings data on Wednesday, May 6th. The entertainment giant reported $1.57 EPS for the quarter, beating analysts’ consensus estimates of $1.49 by $0.08. Walt Disney had a return on equity of 8.92% and a net margin of 11.54%.The firm had revenue of $25.17 billion for the quarter, compared to analyst estimates of $24.87 billion. During the same period in the prior year, the firm posted $1.45 EPS. The company’s revenue for the quarter 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 analysts forecast that Walt Disney will post 6.85 EPS for the current year.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently bought and sold shares of DIS. Brighton Jones LLC increased its position in Walt Disney by 7.7% during the 4th quarter. Brighton Jones LLC now owns 26,767 shares of the entertainment giant’s stock worth $2,980,000 after purchasing an additional 1,904 shares in the last quarter. Sivia Capital Partners LLC increased its position in Walt Disney by 31.9% during the 2nd quarter. Sivia Capital Partners LLC now owns 5,470 shares of the entertainment giant’s stock worth $678,000 after purchasing an additional 1,322 shares in the last quarter. Schnieders Capital Management LLC. increased its position in Walt Disney by 16.2% during the 2nd quarter. Schnieders Capital Management LLC. now owns 17,955 shares of the entertainment giant’s stock worth $2,227,000 after purchasing an additional 2,503 shares in the last quarter. Main Street Financial Solutions LLC increased its position in Walt Disney by 28.6% during the 2nd quarter. Main Street Financial Solutions LLC now owns 8,330 shares of the entertainment giant’s stock worth $1,033,000 after purchasing an additional 1,855 shares in the last quarter. Finally, Ieq Capital LLC increased its position in Walt Disney by 10.8% during the 2nd quarter. Ieq Capital LLC now owns 115,759 shares of the entertainment giant’s stock worth $14,355,000 after purchasing an additional 11,304 shares in the last quarter. Institutional investors own 65.71% of the company’s stock.

Key Walt Disney News

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

• Positive Sentiment: Rosenblatt Securities raised its price target on Disney to $126 from $121 and reiterated a buy rating, signaling confidence in further upside from current levels. Benzinga
• Positive Sentiment: Several pieces highlighted Disney’s improving investment case, including a fresh look at its shifting analyst targets and a separate article arguing that advertising could be Disney’s next major growth engine beyond parks and movies. Why The Narrative Around Walt Disney (DIS) Is Shifting On Mixed Analyst Targets Disney’s next growth story isn’t parks or movies
• Neutral Sentiment: Disney remains part of broader media-sector debate, with a new article comparing it with Netflix as a long-term streaming holding; this is more about valuation and portfolio positioning than a fresh company-specific catalyst. Netflix vs. Disney: Which Streaming Stock Is the Better Long-Term Hold?
• Neutral Sentiment: Another note said Disney is still down significantly since its last earnings report, underscoring lingering post-earnings pressure even though analysts remain constructive. Disney (DIS) Down 8.6% Since Last Earnings Report: Can It Rebound?
• Neutral Sentiment: Disney-related event and licensing headlines, including Papa John’s Toy Story 5 promotion and an upcoming industry event at Walt Disney World, add brand visibility but are unlikely to materially move the stock on their own. Is Papa John’s (PZZA) Toy Story 5 Tie-Up Reinforcing Its Brand Moat or Just Buzz? Imagination Meets Innovation at NCTC and ACA Connects’ The Independent Show 2026 in Walt Disney World

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.