Intech Investment Management LLC Increases Stock Position in The Walt Disney Company $DIS

Intech Investment Management LLC lifted its holdings in shares of The Walt Disney Company (NYSE:DIS) by 48.8% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 185,977 shares of the entertainment giant’s stock after buying an additional 61,028 shares during the period. Intech Investment Management LLC’s holdings in Walt Disney were worth $21,294,000 at the end of the most recent reporting period.

Several other hedge funds have also modified their holdings of DIS. Strategic Family Wealth Counselors L.L.C. lifted its holdings in Walt Disney by 1.0% in the second quarter. Strategic Family Wealth Counselors L.L.C. now owns 8,586 shares of the entertainment giant’s stock valued at $1,065,000 after acquiring an additional 87 shares during the period. Baltimore Washington Financial Advisors Inc. increased its holdings in shares of Walt Disney by 1.3% in the 2nd quarter. Baltimore Washington Financial Advisors Inc. now owns 6,957 shares of the entertainment giant’s stock valued at $863,000 after purchasing an additional 88 shares in the last quarter. Jim Saulnier & Associates LLC boosted its holdings in Walt Disney by 3.1% during the third quarter. Jim Saulnier & Associates LLC now owns 2,995 shares of the entertainment giant’s stock worth $343,000 after buying an additional 90 shares in the last quarter. Atlas Brown Inc. grew its position in Walt Disney by 0.5% during the third quarter. Atlas Brown Inc. now owns 20,202 shares of the entertainment giant’s stock worth $2,313,000 after buying an additional 91 shares during the period. Finally, CFO4Life Group LLC increased its holdings in Walt Disney by 1.2% in 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 in the last quarter. 65.71% of the stock is owned by institutional investors and hedge funds.

Walt Disney Stock Performance

NYSE:DIS opened at $105.10 on Thursday. The company has a debt-to-equity ratio of 0.31, a current ratio of 0.67 and a quick ratio of 0.61. The firm has a market cap of $186.19 billion, a PE ratio of 15.46, a P/E/G ratio of 1.44 and a beta of 1.43. The firm has a 50 day simple moving average of $110.38 and a 200-day simple moving average of $111.51. The Walt Disney Company has a 1-year low of $80.10 and a 1-year high of $124.69.

Walt Disney (NYSE:DIS) last released its earnings results on Monday, February 2nd. The entertainment giant reported $1.63 EPS for the quarter, topping the consensus estimate of $1.57 by $0.06. The firm had revenue of $25.98 billion during the quarter, compared to analysts’ expectations of $25.54 billion. Walt Disney had a net margin of 12.80% and a return on equity of 8.90%. Walt Disney’s revenue for the quarter was up 5.2% on a year-over-year basis. During the same period in the previous year, the company earned $1.40 EPS. On average, equities analysts expect that The Walt Disney Company will post 5.47 EPS for the current year.

Analyst Ratings Changes

A number of equities research analysts have recently issued reports on DIS shares. Morgan Stanley started coverage on shares of Walt Disney in a research report on Tuesday, February 3rd. They set an “overweight” rating and a $135.00 price target for the company. Citigroup decreased their target price on Walt Disney from $145.00 to $140.00 and set a “buy” rating on the stock in a research report on Friday, January 16th. Evercore raised their price target on Walt Disney from $140.00 to $142.00 and gave the company an “outperform” rating in a research report on Friday, November 14th. KeyCorp reaffirmed a “sector weight” rating on shares of Walt Disney in a research note on Friday, November 14th. Finally, Raymond James Financial reissued a “market perform” rating on shares of Walt Disney in a research note on Friday, November 14th. Seventeen equities research analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, Walt Disney has a consensus rating of “Moderate Buy” and a consensus price target of $135.80.

Key Stories Impacting Walt Disney

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

• Positive Sentiment: ITV expanded its strategic partnership with Disney for exclusive primetime linear premieres of Hulu series in the U.K., improving Disney’s content distribution and potential licensing revenue in an important market. ITV and Disney Expand Strategic Relationship with Exclusive Primetime Linear Agreement
• Positive Sentiment: Analysts remain broadly bullish on DIS despite recent underperformance versus the S&P 500, which can support investor confidence and limit downside if results meet expectations. Is Walt Disney Stock Underperforming the S&P 500?
• Neutral Sentiment: Disney is getting park and cruise PR boosts — Robert Downey Jr. was named the godparent of the new Disney Adventure cruise ship, which may help marketing and bookings for the vessel’s upcoming maiden voyages. Robert Downey Jr. Becomes Godparent of Disney Adventure
• Neutral Sentiment: Park-level updates — including a temporary rename of Millennium Falcon: Smugglers Run ahead of a May 22 Mandalorian-themed update and new attraction offerings — are incremental marketing catalysts but unlikely to move near-term results significantly. Disney Briefly Renames Millennium Falcon: Smugglers Run Ahead of May 22 Mandalorian Update
• Neutral Sentiment: Wider park and guest-experience stories (new tours, animatronics features, park anniversaries) keep the brand visible but are modest near-term financial drivers. EXCLUSIVE: Goofy’s Mystiki Tour Is a Celebration of Walt Disney World’s Cast Members
• Negative Sentiment: Senior communications executive Kristina Schake will depart after March 18, 2026, coinciding with Bob Iger’s exit as CEO. Investors may view the simultaneous loss of top communications leadership and the CEO transition as a governance/transition risk that could increase short-term volatility. Kristina Schake to Depart as Chief Communications Officer of The Walt Disney Company
• Neutral Sentiment: Local asset news: The Four Seasons Resort Orlando (on Disney property) changed hands as part of a $1.1 billion deal — notable for regional tourism context but unlikely to have a material direct impact on Disney’s core financials. Four Seasons Resort Orlando at Walt Disney World has sold as part of $1.1 billion deal

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.