The Walt Disney Company $DIS Shares Acquired by Live Oak Private Wealth LLC

Live Oak Private Wealth LLC lifted its holdings in shares of The Walt Disney Company (NYSE:DIS) by 24.8% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 91,222 shares of the entertainment giant’s stock after purchasing an additional 18,109 shares during the period. Walt Disney comprises approximately 1.2% of Live Oak Private Wealth LLC’s holdings, making the stock its 29th biggest holding. Live Oak Private Wealth LLC’s holdings in Walt Disney were worth $8,792,000 as of its most recent SEC filing.

Other institutional investors have also recently modified their holdings of the company. Vanguard Group Inc. grew its holdings in Walt Disney by 0.8% during the 4th 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 raised its holdings in shares of Walt Disney by 2.3% in the fourth quarter. State Street Corp now owns 83,873,646 shares of the entertainment giant’s stock worth $9,604,567,000 after acquiring an additional 1,853,897 shares during the last quarter. Geode Capital Management LLC raised its holdings in shares of Walt Disney by 3.5% in the fourth quarter. Geode Capital Management LLC now owns 40,588,604 shares of the entertainment giant’s stock worth $4,597,804,000 after acquiring an additional 1,361,888 shares during the last quarter. J. Stern & Co. LLP lifted its position in shares of Walt Disney by 9,060.1% in the fourth 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 in the last quarter. Finally, Norges Bank purchased a new stake in shares of Walt Disney in the fourth quarter valued at $2,388,278,000. 65.71% of the stock is currently owned by institutional investors and hedge funds.

More Walt Disney News

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

• Positive Sentiment: Zacks highlighted Disney as a stock to watch, citing earnings growth and relative price strength, which can support investor confidence in the shares. Earnings Growth & Price Strength Make Walt Disney (DIS) a Stock to Watch
• Positive Sentiment: Disney and Usha Vance teamed up to honor military families with surprise gifts, adding to the company’s brand goodwill and public-relations strength. Disney and Usha Vance team up to honor military families and surprise them with magical gifts
• Positive Sentiment: Disney said its domestic economic impact spans all 50 states, reinforcing the scale of its Experiences segment and the importance of its U.S. operations. As America Celebrates 250 Years, Disney’s Economic Impact Reaches All 50 States
• Positive Sentiment: Disney Advertising announced a partnership with Omnicom to improve sequential advertising in streaming, a move that could help ad effectiveness and monetization. OMNICOM AND DISNEY ADVERTISING TEAM UP TO ENABLE SMARTER SEQUENTIAL ADVERTISING IN STREAMING
• Neutral Sentiment: Disney’s Cannes Lions presentation focused on “eventizing” streaming content, which supports the company’s streaming strategy but does not appear to be a major near-term financial catalyst. New Report from Disney at Cannes Lions Shows ‘Eventizing’ of Streaming Content
• Neutral Sentiment: Several lifestyle and nostalgia pieces about Disney’s private plane, old films, and company myths are mainly informational and unlikely to move the stock materially. Look inside Walt Disney’s private plane after complete restoration
• Negative Sentiment: A Yahoo Finance market item noted Disney had recently fallen more than the broader market, and another report flagged a fresh Trump-ABC dispute, both of which may add pressure on sentiment. Walt Disney (DIS) Suffers a Larger Drop Than the General Market: Key Insights Disney Faces Fresh Trump-ABC Fight

Walt Disney Stock Performance

Shares of DIS stock opened at $101.16 on Thursday. The Walt Disney Company has a one year low of $92.18 and a one year high of $124.69. 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 company has a 50 day moving average price of $102.97 and a 200 day moving average price of $105.12. The firm has a market capitalization of $175.66 billion, a price-to-earnings ratio of 16.16, a price-to-earnings-growth ratio of 1.30 and a beta of 1.39.

Walt Disney (NYSE:DIS) last announced its quarterly earnings results on Wednesday, May 6th. The entertainment giant reported $1.57 earnings per share for the quarter, beating analysts’ consensus estimates of $1.49 by $0.08. Walt Disney had a net margin of 11.54% and a return on equity of 8.92%. The company had revenue of $25.17 billion for the quarter, compared to analyst estimates of $24.87 billion. During the same quarter last year, the business earned $1.45 EPS. Walt Disney’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. Sell-side analysts anticipate that The Walt Disney Company will post 6.85 EPS for the current year.

Analysts Set New Price Targets

A number of analysts recently commented on the company. Weiss Ratings cut Walt Disney from a “hold (c+)” rating to a “hold (c)” rating in a research report on Thursday, June 11th. Phillip Securities upgraded shares of Walt Disney from a “moderate buy” rating to a “strong-buy” rating in a report on Monday, May 11th. Raymond James Financial raised shares of Walt Disney from a “market perform” rating to an “outperform” rating and set a $115.00 price target on the stock in a research note on Wednesday, April 1st. Barclays lifted their price target on shares of Walt Disney from $130.00 to $135.00 and gave the stock an “overweight” rating in a report on Thursday, May 7th. Finally, Guggenheim boosted their price objective on shares of Walt Disney from $115.00 to $120.00 and gave the company a “buy” rating in a research report on Thursday, May 7th. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, five have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $133.71.

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.