Walt Disney (NYSE:DIS) Stock Price Expected to Rise, Barclays Analyst Says

Walt Disney (NYSE:DIS) had its price target hoisted by research analysts at Barclays from $130.00 to $135.00 in a note issued to investors on Thursday,Benzinga reports. The firm presently has an “overweight” rating on the entertainment giant’s stock. Barclays‘s price objective would suggest a potential upside of 25.12% from the company’s previous close.

Other equities analysts have also recently issued reports about the stock. Morgan Stanley initiated coverage on shares of Walt Disney in a research report on Tuesday, February 3rd. They set an “overweight” rating and a $135.00 price objective for the company. UBS Group reaffirmed a “mixed” rating on shares of Walt Disney in a research note on Monday, February 2nd. Phillip Securities upgraded shares of Walt Disney to a “moderate buy” rating in a report on Monday, January 12th. Weiss Ratings upgraded Walt Disney from a “hold (c)” rating to a “hold (c+)” rating in a research note on Wednesday, April 29th. Finally, Wells Fargo & Company cut their price objective on Walt Disney from $148.00 to $146.00 and set an “overweight” rating on the stock in a report on Thursday. Seventeen research analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $134.47.

Walt Disney Stock Performance

NYSE:DIS opened at $107.89 on Thursday. Walt Disney has a twelve month low of $92.18 and a twelve month high of $124.69. The company has a quick ratio of 0.61, a current ratio of 0.68 and a debt-to-equity ratio of 0.33. The stock’s 50-day simple moving average is $100.87 and its 200 day simple moving average is $106.63. The firm has a market capitalization of $187.36 billion, a PE ratio of 17.24, a price-to-earnings-growth ratio of 1.47 and a beta of 1.41.

Walt Disney (NYSE:DIS) last posted its earnings results on Wednesday, May 6th. The entertainment giant reported $1.57 EPS for the quarter, topping 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 firm had revenue of $25.17 billion during the quarter, compared to analysts’ expectations of $24.87 billion. During the same quarter in the prior year, the business earned $1.45 earnings per share. The business’s revenue for the quarter was up 6.5% compared to the same quarter last year. Walt Disney has set its FY 2026 guidance at 6.640-6.640 EPS. On average, analysts anticipate that Walt Disney will post 6.83 EPS for the current fiscal year.

Hedge Funds Weigh In On Walt Disney

Institutional investors and hedge funds have recently added to or reduced their stakes in the business. Varma Mutual Pension Insurance Co lifted its stake in shares of Walt Disney by 8.8% in the third quarter. Varma Mutual Pension Insurance Co now owns 284,894 shares of the entertainment giant’s stock worth $32,620,000 after acquiring an additional 23,100 shares during the period. Baron Silver Stevens Financial Advisors LLC increased its position in Walt Disney by 244.6% during the 3rd quarter. Baron Silver Stevens Financial Advisors LLC now owns 10,365 shares of the entertainment giant’s stock valued at $1,187,000 after purchasing an additional 7,357 shares during the period. Rakuten Investment Management Inc. bought a new position in Walt Disney during the 3rd quarter worth approximately $21,177,000. Cullen Capital Management LLC raised its holdings in Walt Disney by 18.2% during the 3rd quarter. Cullen Capital Management LLC now owns 38,973 shares of the entertainment giant’s stock worth $4,462,000 after purchasing an additional 5,991 shares during the last quarter. Finally, UMB Bank n.a. lifted its position in shares of Walt Disney by 119.8% in the 3rd quarter. UMB Bank n.a. now owns 147,521 shares of the entertainment giant’s stock worth $16,891,000 after purchasing an additional 80,395 shares during the period. 65.71% of the stock is currently owned by institutional investors and hedge funds.

Walt Disney News Summary

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

• Positive Sentiment: Citigroup raised its price target on Disney to $145 from $135 and reiterated a buy rating, pointing to meaningful upside after the company’s strong quarterly results. Benzinga
• Positive Sentiment: Disney’s fiscal Q2 beat, with higher-than-expected EPS and revenue, is still driving bullish analyst revisions; JPMorgan, Barclays, Guggenheim, and others recently raised targets, reinforcing confidence in Disney’s earnings momentum and outlook. 247WallSt
• Positive Sentiment: Recent coverage highlighted improving streaming and theme-park performance under new CEO Josh D’Amaro, including continued parks strength and a longer-term push to grow Disney+ overseas and streamline the customer experience with a possible “super app.” TechCrunch
• Neutral Sentiment: Disney said CFO Hugh Johnston will participate in the MoffettNathanson conference next week, which keeps management visible to investors but is not an immediate operating catalyst. Business Wire
• Negative Sentiment: ABC is escalating its fight with the FCC after the Trump administration tried to apply equal-time rules to The View; the dispute raises regulatory and political uncertainty for Disney’s media operations. Reuters
• Negative Sentiment: Disney’s broader Trump-related messaging remains a legal and public-relations overhang, with reports saying the company is trying to avoid a direct confrontation while pushing back on pressure “politely.” Business Insider

About Walt Disney

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.