Applied Finance Capital Management LLC Boosts Holdings in The Walt Disney Company $DIS

Applied Finance Capital Management LLC raised its position in The Walt Disney Company (NYSE:DIS) by 5.4% in the 1st quarter, Holdings Channel reports. The fund owned 244,025 shares of the entertainment giant’s stock after acquiring an additional 12,514 shares during the period. Walt Disney accounts for approximately 1.8% of Applied Finance Capital Management LLC’s holdings, making the stock its 15th biggest position. Applied Finance Capital Management LLC’s holdings in Walt Disney were worth $23,519,000 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. J. Stern & Co. LLP lifted its holdings in shares of Walt Disney by 9,060.1% in the 4th quarter. J. Stern & Co. LLP now owns 38,135,363 shares of the entertainment giant’s stock valued at $4,338,660,000 after buying an additional 37,719,041 shares during the period. Norges Bank acquired a new stake in Walt Disney in the fourth quarter valued at $2,388,278,000. Viking Global Investors LP purchased a new stake in shares of Walt Disney during the 2nd quarter worth $725,219,000. Price T Rowe Associates Inc. MD grew its stake in shares of Walt Disney by 62.5% during the 4th quarter. Price T Rowe Associates Inc. MD now owns 13,876,878 shares of the entertainment giant’s stock worth $1,578,773,000 after purchasing an additional 5,334,866 shares during the period. Finally, Arrowstreet Capital Limited Partnership increased its holdings in shares of Walt Disney by 37.8% in the 4th quarter. Arrowstreet Capital Limited Partnership now owns 12,569,185 shares of the entertainment giant’s stock valued at $1,429,996,000 after purchasing an additional 3,450,198 shares in the last quarter. Institutional investors and hedge funds own 65.71% of the company’s stock.

Walt Disney Stock Performance

Shares of DIS opened at $95.64 on Monday. The Walt Disney Company has a 12-month low of $92.18 and a 12-month high of $123.40. The stock has a market cap of $166.09 billion, a P/E ratio of 15.28, a PEG ratio of 1.20 and a beta of 1.39. The company has a current ratio of 0.68, a quick ratio of 0.62 and a debt-to-equity ratio of 0.33. The company has a 50-day moving average of $101.51 and a two-hundred day moving average of $104.06.

Walt Disney (NYSE:DIS) last released its quarterly earnings results on Wednesday, May 6th. The entertainment giant reported $1.57 EPS for the quarter, beating the consensus estimate of $1.49 by $0.08. Walt Disney had a net margin of 11.54% and a return on equity of 8.92%. The business 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 business 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. As a group, research analysts predict that The Walt Disney Company will post 6.86 EPS for the current fiscal year.

Trending Headlines about Walt Disney

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

• Positive Sentiment: Zacks upgraded Disney to a Buy, citing improving earnings expectations and a more favorable near-term outlook for the stock. Disney (DIS) Upgraded to Buy: Here’s What You Should Know
• Positive Sentiment: Investors are reacting positively to reports that Disney+ may add a free, ad-supported tier, which could expand audience reach and improve Disney’s streaming monetization strategy over time. Disney is exploring adding a free tier for Disney+ as YouTube draws TV viewers
• Positive Sentiment: Bullish commentary highlighted strong free cash flow, improving direct-to-consumer profitability, and solid performance in sports and theme parks, while also pointing to possible upside from AI-driven efficiencies and rumored acquisition interest in Lionsgate. Disney: Lionsgate Rumors Add To An Already Compelling Bull Case
• Positive Sentiment: Another bullish valuation note argued Disney stock looks inexpensive on earnings and cash flow, with buybacks and earnings growth seen as supporting longer-term upside. Disney (DIS) Stock Looks Cheap On Earnings And Cash Flow
• Neutral Sentiment: Disney’s former Disney+ president Alisa Bowen is moving to CEO of Disney-controlled Fubo, a leadership change that may matter strategically but is not directly tied to Disney’s core operations. Alisa Bowen Exits as Disney+ President to Become CEO of Disney-Controlled Fubo TV Streamer
• Negative Sentiment: Several stories criticized Disney’s live-action remake strategy, especially around Moana, adding to concerns that the company’s film pipeline may be losing creative momentum. Moana’s Record Rotten Tomatoes Score Should Give Disney Pause

Analysts Set New Price Targets

A number of analysts recently commented on the stock. Phillip Securities raised shares of Walt Disney from a “moderate buy” rating to a “strong-buy” rating in a report on Monday, May 11th. Guggenheim increased their target price on shares of Walt Disney from $115.00 to $120.00 and gave the company a “buy” rating in a report on Thursday, May 7th. JPMorgan Chase & Co. lifted their price target on shares of Walt Disney from $139.00 to $140.00 and gave the company an “overweight” rating in a research report on Tuesday, June 30th. Wolfe Research set a $131.00 price target on Walt Disney in a research note on Tuesday, June 30th. Finally, Needham & Company LLC restated a “buy” rating and issued a $125.00 price target on shares of Walt Disney in a report on Friday, June 12th. One analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating, five have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, Walt Disney has an average rating of “Moderate Buy” and a consensus price target of $133.33.

Walt Disney 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.