The Walt Disney Company (NYSE:DIS) Receives $133.33 Consensus Target Price from Analysts

The Walt Disney Company (NYSE:DIS) has earned a consensus recommendation of “Moderate Buy” from the twenty-three analysts that are covering the firm, Marketbeat Ratings reports. One equities research analyst has rated the stock with a sell rating, five have assigned a hold rating, sixteen have issued a buy rating and one has issued a strong buy rating on the company. The average 1-year price objective among analysts that have updated their coverage on the stock in the last year is $129.3125.

DIS has been the subject of a number of analyst reports. Benchmark assumed coverage on shares of Walt Disney in a report on Monday. They issued a “buy” rating and a $115.00 price objective for the company. Citigroup boosted their target price on shares of Walt Disney from $135.00 to $145.00 and gave the company a “buy” rating in a report on Friday, May 8th. Rosenblatt Securities reissued a “buy” rating and issued a $126.00 price target on shares of Walt Disney in a research note on Tuesday, July 7th. Raymond James Financial cut their price target on shares of Walt Disney from $119.00 to $111.00 and set an “outperform” rating for the company in a report on Thursday, July 2nd. Finally, Wells Fargo & Company reduced their price target on shares of Walt Disney from $146.00 to $125.00 and set an “overweight” rating on the stock in a research report on Monday.

More Walt Disney News

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

• Positive Sentiment: Barclays reaffirmed an overweight view on Disney even after cutting its price target, signaling Wall Street still sees upside in the stock. Disney also appeared in a Zacks list of discretionary picks benefiting from cooler inflation and hopes for lower rates, which can help consumer-focused media and parks spending.
• Positive Sentiment: Several recent articles argue Disney could unlock value by reshaping its streaming strategy, including potentially licensing more content and reducing direct-to-consumer exposure. That debate has kept investors focused on possible margin improvement and a more profitable business mix.
• Positive Sentiment: The company continues to promote new Disney Parks and consumer-product initiatives, including “Magic of Disney Animation” experiences, D23 programming, and a new Lorcana collection, which reinforce the strength of Disney’s brand and its long-term IP monetization.
• Neutral Sentiment: Disney is preparing to discuss fiscal third-quarter 2026 results via webcast, keeping attention on the next earnings update and management’s guidance.
• Neutral Sentiment: Disney-related lifestyle and entertainment coverage, including D23 Expo previews and brand nostalgia pieces, is adding visibility but is unlikely to move the stock by itself.
• Negative Sentiment: Bloomberg reported the FCC is nearing rulings against Disney over “The View” and TV licenses, creating regulatory overhang that could raise legal and compliance risk.
• Negative Sentiment: Analysts and media coverage continue to question Disney’s streaming and ESPN strategy, and several reports warned the live-action “Moana” remake could lose money, reinforcing investor concern about content returns.

Walt Disney Stock Performance

NYSE DIS opened at $97.17 on Thursday. 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 stock’s fifty day moving average is $101.04 and its two-hundred day moving average is $103.68. The firm has a market capitalization of $168.74 billion, a P/E ratio of 15.52, a price-to-earnings-growth ratio of 1.21 and a beta of 1.39. Walt Disney has a fifty-two week low of $92.18 and a fifty-two week high of $123.40.

Walt Disney (NYSE:DIS) last issued its earnings results on Wednesday, May 6th. The entertainment giant reported $1.57 earnings per share (EPS) for the quarter, topping 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 business had revenue of $25.17 billion during the quarter, compared to the consensus estimate of $24.87 billion. During the same period last year, the company earned $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, research analysts anticipate that Walt Disney will post 6.86 earnings per share for the current year.

Hedge Funds Weigh In On Walt Disney

Large investors have recently modified their holdings of the business. Vanguard Group Inc. lifted its position in Walt Disney by 0.8% in the fourth quarter. Vanguard Group Inc. now owns 159,342,154 shares of the entertainment giant’s stock valued at $18,128,357,000 after buying an additional 1,220,207 shares during the last quarter. State Street Corp increased its position in shares of Walt Disney by 2.3% during the fourth quarter. State Street Corp now owns 83,873,646 shares of the entertainment giant’s stock valued at $9,604,567,000 after acquiring an additional 1,853,897 shares during the last quarter. Geode Capital Management LLC increased its position in shares of Walt Disney by 3.5% during the fourth quarter. Geode Capital Management LLC now owns 40,588,604 shares of the entertainment giant’s stock valued at $4,597,804,000 after acquiring an additional 1,361,888 shares during the last quarter. J. Stern & Co. LLP raised its stake 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 acquiring an additional 37,719,041 shares during the period. Finally, Norges Bank acquired a new position in shares of Walt Disney in the 4th quarter worth approximately $2,388,278,000. Institutional investors and hedge funds own 65.71% of the company’s stock.

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.