Heritage Investors Management Corp Acquires 8,501 Shares of The Walt Disney Company $DIS

Heritage Investors Management Corp lifted its holdings in The Walt Disney Company (NYSE:DIS) by 2.1% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 414,158 shares of the entertainment giant’s stock after acquiring an additional 8,501 shares during the period. Walt Disney accounts for approximately 1.4% of Heritage Investors Management Corp’s holdings, making the stock its 19th biggest holding. Heritage Investors Management Corp’s holdings in Walt Disney were worth $47,119,000 as of its most recent SEC filing.

A number of other institutional investors have also recently made changes to their positions in the business. Pinnacle Bancorp Inc. lifted its holdings in shares of Walt Disney by 1.5% in the 4th quarter. Pinnacle Bancorp Inc. now owns 5,876 shares of the entertainment giant’s stock valued at $669,000 after acquiring an additional 89 shares during the last quarter. Jim Saulnier & Associates LLC lifted its stake in Walt Disney by 3.1% in the third quarter. Jim Saulnier & Associates LLC now owns 2,995 shares of the entertainment giant’s stock worth $343,000 after purchasing an additional 90 shares during the last quarter. CFO4Life Group LLC boosted its position in shares of Walt Disney by 1.2% during the third quarter. CFO4Life Group LLC now owns 7,894 shares of the entertainment giant’s stock valued at $904,000 after buying an additional 92 shares during the period. Stonebrook Private Inc. boosted its position in shares of Walt Disney by 4.1% during the third quarter. Stonebrook Private Inc. now owns 2,357 shares of the entertainment giant’s stock valued at $270,000 after buying an additional 92 shares during the period. Finally, Y.D. More Investments Ltd boosted its position in shares of Walt Disney by 21.9% during the third quarter. Y.D. More Investments Ltd now owns 524 shares of the entertainment giant’s stock valued at $60,000 after buying an additional 94 shares during the period. Institutional investors own 65.71% of the company’s stock.

Analysts Set New Price Targets

Several brokerages have issued reports on DIS. Guggenheim boosted their target price on Walt Disney from $115.00 to $120.00 and gave the company a “buy” rating in a research report on Thursday, May 7th. Barclays boosted their target price on Walt Disney from $130.00 to $135.00 and gave the company an “overweight” rating in a research report on Thursday, May 7th. TD Cowen restated a “hold” rating and set a $123.00 target price on shares of Walt Disney in a research report on Tuesday, February 3rd. UBS Group restated a “mixed” rating on shares of Walt Disney in a research report on Monday, February 2nd. Finally, JPMorgan Chase & Co. boosted their target price on Walt Disney from $138.00 to $139.00 and gave the company an “overweight” rating in a research report on Thursday, May 7th. One investment analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, five have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $134.47.

Walt Disney Stock Down 0.4%

Shares of NYSE DIS opened at $103.66 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 firm has a market capitalization of $180.00 billion, a price-to-earnings ratio of 16.56, a PEG ratio of 1.36 and a beta of 1.41. The stock has a 50 day moving average price of $101.10 and a 200 day moving average price of $106.08. The Walt Disney Company has a 52-week low of $92.18 and a 52-week high of $124.69.

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

More Walt Disney News

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

• Positive Sentiment: Disney’s stronger-than-expected fiscal Q2 results, along with bullish analyst commentary, are reinforcing the view that streaming, content, and Parks & Experiences are improving. Major investors such as Sound Shore Management also reiterated Disney as a core holding, suggesting confidence in the company’s balance sheet and multi-year turnaround. Should Disney’s Strong Q2 and Institutional Support Require Action From Walt Disney (DIS) Investors?
• Positive Sentiment: Disney is trying to reignite its film franchise with the theatrical release of The Mandalorian and Grogu, betting that a popular Star Wars character can drive box office interest and broader franchise momentum. Disney sends Baby Yoda to bring ‘Star Wars’ fans to theaters
• Neutral Sentiment: Zacks highlighted Disney as a long-term value stock, which may help support the investment case but does not appear to be a major fresh catalyst on its own. Why Walt Disney (DIS) is a Top Value Stock for the Long-Term
• Negative Sentiment: Disney is facing multiple lawsuits over its new facial-recognition technology at theme park entrances, creating legal and reputational risk and potentially raising regulatory scrutiny around guest privacy practices. Disney Already Facing Lawsuit Over Controversial Facial Scanning at Theme Parks
• Negative Sentiment: A class-action suit alleging misuse of facial recognition at Disneyland entrances adds to near-term overhang for Disney’s parks business, even though the company says the technology is meant to speed guest entry. Disney sued over new facial recognition technology at Disneyland entrances

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.