Apella Capital LLC Boosts Stake in The Walt Disney Company $DIS

Apella Capital LLC boosted its stake in The Walt Disney Company (NYSE:DIS) by 25.4% in the 1st quarter, Holdings Channel reports. The firm owned 28,315 shares of the entertainment giant’s stock after purchasing an additional 5,733 shares during the period. Apella Capital LLC’s holdings in Walt Disney were worth $3,010,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Swiss RE Ltd. acquired a new position in Walt Disney in the 4th quarter valued at about $25,000. Curio Wealth LLC increased its stake in Walt Disney by 110.4% during the 4th quarter. Curio Wealth LLC now owns 223 shares of the entertainment giant’s stock worth $26,000 after buying an additional 117 shares during the period. Osbon Capital Management LLC purchased a new stake in Walt Disney during the 4th quarter worth approximately $26,000. Sfam LLC acquired a new stake in Walt Disney during the 4th quarter worth approximately $26,000. Finally, Greenline Wealth Management LLC acquired a new stake in Walt Disney during the 4th quarter worth approximately $26,000. Hedge funds and other institutional investors own 65.71% of the company’s stock.

Key Headlines Impacting Walt Disney

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

• Positive Sentiment: Antipodes Global Fund disclosed a new investment in Disney, calling it a valuation opportunity. That kind of institutional buying can support the stock by signaling confidence that DIS may be undervalued. Antipodes Global Fund Invests in The Walt Disney Company (DIS) for Valuation Opportunities
• Positive Sentiment: Analysts and market commentary continue to frame Disney as a possible value and earnings-growth name, with some coverage highlighting price strength and a positive outlook relative to recent weakness. Earnings Growth & Price Strength Make Walt Disney (DIS) a Stock to Watch
• Neutral Sentiment: Disney continues to make normal park and consumer-brand news, including new seasonal offerings and merchandise at Walt Disney World. These stories support the brand but are unlikely to move the stock on their own.
• Neutral Sentiment: Coverage about Disney’s leadership structure and Bob Iger’s past deal-making, including discussion of a possible Apple merger, is more background than a near-term catalyst for DIS shares. Inside Disney’s org chart: See the leaders who report to CEO Josh D’Amaro and creative chief Dana Walden
• Negative Sentiment: Disney faces fresh legal and regulatory pressure after reports that the FCC is investigating the company and after Disney agreed to a $50 million settlement tied to claims that it made live-TV streaming more expensive. Both headlines add potential costs and overhang to the stock. US media regulator Brendan Carr accuses Disney of ‘misinformation’ on investigations Disney agreed to $50M settlement over claims it made live-TV streaming expensive
• Negative Sentiment: Recent commentary comparing Disney with other media names and noting slowing media-share trends suggests competitive pressure in streaming and advertising, which can weigh on investor sentiment toward DIS. Nielsen: YouTube Gains, Fox-Roku Would Be Third

Walt Disney Stock Down 3.1%

Walt Disney stock opened at $98.03 on Friday. The company has a debt-to-equity ratio of 0.33, a quick ratio of 0.62 and a current ratio of 0.68. The Walt Disney Company has a fifty-two week low of $92.18 and a fifty-two week high of $124.69. The stock has a 50-day simple moving average of $102.88 and a 200-day simple moving average of $105.07. The company has a market capitalization of $170.23 billion, a P/E ratio of 15.66, a PEG ratio of 1.27 and a beta of 1.39.

Walt Disney (NYSE:DIS) last posted its quarterly earnings data on Wednesday, May 6th. The entertainment giant reported $1.57 earnings per share for the quarter, beating the consensus estimate of $1.49 by $0.08. The business had revenue of $25.17 billion during the quarter, compared to the consensus estimate of $24.87 billion. Walt Disney had a return on equity of 8.92% and a net margin of 11.54%.The company’s revenue was up 6.5% compared to the same quarter last year. During the same period in the prior year, the company earned $1.45 earnings per share. Walt Disney has set its FY 2026 guidance at 6.640-6.640 EPS. Equities research analysts expect that The Walt Disney Company will post 6.85 earnings per share for the current year.

Analysts Set New Price Targets

Several research firms have commented on DIS. Citigroup boosted their price target on shares of Walt Disney from $135.00 to $145.00 and gave the stock a “buy” rating in a research note on Friday, May 8th. Barclays upped their target price on shares of Walt Disney from $130.00 to $135.00 and gave the stock an “overweight” rating in a research note on Thursday, May 7th. Raymond James Financial raised shares of Walt Disney from a “market perform” rating to an “outperform” rating and set a $115.00 target price on the stock in a report on Wednesday, April 1st. Weiss Ratings downgraded shares of Walt Disney from a “hold (c+)” rating to a “hold (c)” rating in a research note on Thursday, June 11th. Finally, JPMorgan Chase & Co. lifted their price objective on shares of Walt Disney from $138.00 to $139.00 and gave the stock an “overweight” rating in a research report on Thursday, May 7th. One investment 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 assigned a Sell rating to the company’s stock. According to MarketBeat.com, Walt Disney presently has an average rating of “Moderate Buy” and an average target price of $133.71.

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.