Aptus Capital Advisors LLC Increases Stock Holdings in The Walt Disney Company $DIS

Aptus Capital Advisors LLC boosted its position in The Walt Disney Company (NYSE:DIS) by 135.8% in the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned 116,192 shares of the entertainment giant’s stock after purchasing an additional 66,913 shares during the period. Aptus Capital Advisors LLC’s holdings in Walt Disney were worth $13,219,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently modified their holdings of the business. Swiss RE Ltd. bought a new position in Walt Disney in the 4th quarter valued at $25,000. Curio Wealth LLC raised its stake in shares of 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 purchasing an additional 117 shares during the period. Sfam LLC bought a new stake in shares of Walt Disney during the 4th quarter worth $26,000. Greenline Wealth Management LLC bought a new position in shares of Walt Disney during the 4th quarter valued at approximately $26,000. Finally, Commonwealth Retirement Investments LLC bought a new stake in shares of Walt Disney in the 4th quarter worth approximately $29,000. Hedge funds and other institutional investors 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: 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 Price Performance

Walt Disney stock opened at $99.89 on Monday. The Walt Disney Company has a 52 week low of $92.18 and a 52 week high of $124.69. The business has a 50-day simple moving average of $102.28 and a 200 day simple moving average of $105.24. The company has a quick ratio of 0.62, a current ratio of 0.68 and a debt-to-equity ratio of 0.33. The stock has a market cap of $173.45 billion, a price-to-earnings ratio of 15.96, a PEG ratio of 1.31 and a beta of 1.39.

Walt Disney (NYSE:DIS) last posted its earnings results on Wednesday, May 6th. The entertainment giant reported $1.57 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 during the quarter, compared to analysts’ expectations of $24.87 billion. During the same period in the previous year, the business earned $1.45 earnings per share. The firm’s 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, research analysts forecast that The Walt Disney Company will post 6.85 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

A number of analysts have issued reports on the company. Phillip Securities raised Walt Disney from a “moderate buy” rating to a “strong-buy” rating in a research report on Monday, May 11th. Weiss Ratings downgraded Walt Disney from a “hold (c+)” rating to a “hold (c)” rating in a research report on Thursday. JPMorgan Chase & Co. raised their target price on Walt Disney from $138.00 to $139.00 and gave the stock an “overweight” rating in a research report on Thursday, May 7th. Rosenblatt Securities raised their target price on Walt Disney from $121.00 to $126.00 and gave the stock a “buy” rating in a research report on Friday, June 5th. Finally, Guggenheim raised their target price on Walt Disney from $115.00 to $120.00 and gave the stock a “buy” rating in a research report on Thursday, May 7th. One research analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $133.71.

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.