Beese Fulmer Investment Management Inc. Boosts Stake in The Walt Disney Company $DIS

Beese Fulmer Investment Management Inc. lifted its stake in The Walt Disney Company (NYSE:DIS) by 103.3% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 270,279 shares of the entertainment giant’s stock after purchasing an additional 137,350 shares during the period. Walt Disney accounts for approximately 1.8% of Beese Fulmer Investment Management Inc.’s holdings, making the stock its 16th largest position. Beese Fulmer Investment Management Inc.’s holdings in Walt Disney were worth $30,750,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Strengthening Families & Communities LLC purchased a new stake in shares of Walt Disney in the 3rd quarter worth $29,000. JPL Wealth Management LLC purchased a new stake in shares of Walt Disney in the 3rd quarter worth $30,000. Pilgrim Partners Asia Pte Ltd purchased a new stake in shares of Walt Disney in the 3rd quarter worth $33,000. Bare Financial Services Inc increased its stake in shares of 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 purchasing an additional 95 shares in the last quarter. Finally, Eagle Bay Advisors LLC purchased a new stake in shares of Walt Disney in the 4th quarter worth $37,000. 65.71% of the stock is currently owned by hedge funds and other institutional investors.

Walt Disney News Summary

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

• Positive Sentiment: Disney World appears to be operating at capacity, suggesting strong demand for the parks business; Disney’s CFO also addressed what comes next, reinforcing confidence in attendance and pricing power. Walt Disney World Is At Capacity. Disney’s CFO Just Explained What Happens Next
• Positive Sentiment: Disney announced discounted Florida-resident summer tickets, which could help keep park traffic high and support near-term revenue even if it pressures per-guest pricing somewhat. Disney World: Florida-resident tickets as low as $65 per day this summer
• Positive Sentiment: Analysts raised their price target after Disney’s strong Q2 report, reflecting confidence in the company’s earnings momentum and outlook. The Walt Disney Company (DIS) Price Target Raised Following Strong Q2 Report
• Positive Sentiment: Disney CFO commentary about a potential “super app” combining parks, cruises, shopping, and streaming points to a longer-term strategy that could improve customer retention and cross-selling. Disney CFO Teases Potential ‘Super App’ Combining Parks, Cruise, Shopping, and Streaming
• Positive Sentiment: Reuters reported that Disney’s India joint venture, JioStar, is taking legal action against Zee Entertainment over alleged unauthorized film broadcasts, which may help protect valuable content rights in a major market. Exclusive: Reliance-Disney launch legal battle against Indian TV rival over Bollywood films
• Neutral Sentiment: Disney executives, including Dana Walden and Josh D’Amaro, made upbeat public remarks about the company’s future, but these comments are largely sentiment-driven rather than new financial catalysts. Dana Walden talks future of Disney
• Neutral Sentiment: Several articles covered Disney-related consumer interest and park culture, but they are unlikely to materially move the stock on their own. 49 Sweet Photos of Celebrities Visiting Disney Parks
• Negative Sentiment: Coverage of Disney’s Kansas City childhood home being overrun by encampments is a reputationally negative headline, though it is not likely to have a direct business impact. Tourists horrified as Walt Disney’s storybook childhood home is overrun by vagrants and crack dens

Analyst Upgrades and Downgrades

A number of brokerages have issued reports on DIS. JPMorgan Chase & Co. increased their price target on Walt Disney from $138.00 to $139.00 and gave the stock an “overweight” rating in a research note on Thursday, May 7th. Phillip Securities upgraded Walt Disney from a “moderate buy” rating to a “strong-buy” rating in a research note on Monday, May 11th. Morgan Stanley began coverage on Walt Disney in a research note on Tuesday, February 3rd. They issued an “overweight” rating and a $135.00 price target for the company. Barclays increased their price target on Walt Disney from $130.00 to $135.00 and gave the stock an “overweight” rating in a research note on Thursday, May 7th. Finally, The Goldman Sachs Group reiterated a “buy” rating and issued a $151.00 price target on shares of Walt Disney in a research note on Monday, February 2nd. One research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, five have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $134.47.

Walt Disney Stock Down 2.6%

DIS opened at $102.71 on Friday. The firm has a 50-day simple moving average of $100.96 and a two-hundred day simple moving average of $106.35. The Walt Disney Company has a 52 week low of $92.18 and a 52 week high of $124.69. The company has a market capitalization of $178.36 billion, a PE ratio of 16.41, a price-to-earnings-growth ratio of 1.35 and a beta of 1.41. The company has a quick ratio of 0.62, a current ratio of 0.68 and a debt-to-equity ratio of 0.33.

Walt Disney (NYSE:DIS) last released its quarterly earnings data 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 during the quarter, compared to the consensus estimate of $24.87 billion. During the same quarter in the prior year, the firm earned $1.45 EPS. The business’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. Analysts forecast that The Walt Disney Company will post 6.82 earnings per share for the current fiscal year.

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.