Summit Wealth Partners LLC Raises Stock Position in The Walt Disney Company $DIS

Summit Wealth Partners LLC lifted its holdings in shares of The Walt Disney Company (NYSE:DIS) by 378.5% during the 1st quarter, HoldingsChannel.com reports. The fund owned 9,206 shares of the entertainment giant’s stock after buying an additional 7,282 shares during the period. Summit Wealth Partners LLC’s holdings in Walt Disney were worth $887,000 as of its most recent SEC filing.

A number of other institutional investors have also recently added to or reduced their stakes in the business. Franklin Resources Inc. lifted its position in shares of Walt Disney by 29.2% during the fourth quarter. Franklin Resources Inc. now owns 8,522,860 shares of the entertainment giant’s stock worth $969,646,000 after purchasing an additional 1,924,200 shares in the last quarter. Aviva PLC grew its holdings in Walt Disney by 5.5% during the 4th quarter. Aviva PLC now owns 1,516,177 shares of the entertainment giant’s stock valued at $172,495,000 after purchasing an additional 78,914 shares in the last quarter. World Investment Advisors increased its stake in Walt Disney by 18.8% during the 4th quarter. World Investment Advisors now owns 96,476 shares of the entertainment giant’s stock worth $10,976,000 after buying an additional 15,243 shares during the period. Park Avenue Securities LLC increased its stake in Walt Disney by 23.1% during the 4th quarter. Park Avenue Securities LLC now owns 61,677 shares of the entertainment giant’s stock worth $7,016,000 after buying an additional 11,570 shares during the period. Finally, Mach 1 Financial Group LLC acquired a new position in Walt Disney in the 4th quarter worth $1,214,000. 65.71% of the stock is owned by hedge funds and other institutional investors.

Walt Disney Trading Down 1.4%

NYSE DIS opened at $102.42 on Tuesday. The Walt Disney Company has a 12 month low of $92.18 and a 12 month high of $124.69. The company has a debt-to-equity ratio of 0.33, a current ratio of 0.68 and a quick ratio of 0.62. The company has a market capitalization of $177.85 billion, a price-to-earnings ratio of 16.36, a price-to-earnings-growth ratio of 1.31 and a beta of 1.39. The company’s fifty day moving average price is $102.88 and its two-hundred day moving average price is $105.16.

Walt Disney (NYSE:DIS) last announced its quarterly earnings data on Wednesday, May 6th. The entertainment giant reported $1.57 earnings per share for the quarter, topping the consensus estimate of $1.49 by $0.08. The company had revenue of $25.17 billion during the quarter, compared to analyst estimates of $24.87 billion. Walt Disney had a net margin of 11.54% and a return on equity of 8.92%. The firm’s revenue for the quarter was up 6.5% compared to the same quarter last year. During the same period last year, the business earned $1.45 EPS. 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 6.85 earnings per share for the current fiscal year.

Analyst Ratings Changes

A number of equities analysts have weighed in on the stock. Raymond James Financial raised shares of Walt Disney from a “market perform” rating to an “outperform” rating and set a $115.00 price objective for the company in a research report on Wednesday, April 1st. Guggenheim boosted their price target on Walt Disney from $115.00 to $120.00 and gave the stock a “buy” rating in a research note on Thursday, May 7th. Rosenblatt Securities increased their price target on Walt Disney from $121.00 to $126.00 and gave the company a “buy” rating in a report on Friday, June 5th. JPMorgan Chase & Co. increased their price target on Walt Disney from $138.00 to $139.00 and gave the company an “overweight” rating in a report on Thursday, May 7th. Finally, Barclays raised their price objective on Walt Disney from $130.00 to $135.00 and gave the company an “overweight” rating in a research note on Thursday, May 7th. One investment 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 MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $133.71.

Walt Disney News Roundup

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

• Positive Sentiment: Toy Story 5 delivered a record-breaking opening weekend, grossing about $312 million globally and $160 million domestically, which is a strong sign for Disney’s film and merchandising pipeline. Article: Disney’s Toy Story 5 Crushes Expectations with $312M Global Opening
• Positive Sentiment: Analysts expect Disney’s U.S. theme park attendance to improve modestly in fiscal Q3, suggesting the Experiences segment could benefit from firmer demand ahead of earnings. Article: Disney earnings expected to show improving US park attendance
• Positive Sentiment: Disney’s Shanghai resort is planning a multibillion-dollar expansion, including new hotels and an additional theme park, reinforcing long-term growth opportunities in China. Article: Disney (DIS) Plans Shanghai Resort Expansion As Toy Story 5 Builds Its Content Pipeline
• Neutral Sentiment: Market commentary noted Disney shares were consolidating after the recent run-up, even as the company continued to benefit from the strong Toy Story 5 launch. Article: Walt Disney (DIS) Sees Toy Story 5 Success Amidst Stock Consolidation
• Negative Sentiment: Despite the positive catalysts, Disney’s stock traded lower than the broader market, reflecting near-term profit-taking and broader weakness in the shares. Article: Walt Disney (DIS) Suffers a Larger Drop Than the General Market: Key Insights

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.