The Walt Disney Company $DIS Position Decreased by Kapitalo Investimentos Ltda

Kapitalo Investimentos Ltda lowered its holdings in The Walt Disney Company (NYSE:DIS) by 90.2% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 3,220 shares of the entertainment giant’s stock after selling 29,600 shares during the period. Kapitalo Investimentos Ltda’s holdings in Walt Disney were worth $310,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also made changes to their positions in DIS. Swiss RE Ltd. bought a new stake in Walt Disney during the fourth quarter worth approximately $25,000. Curio Wealth LLC increased its holdings in shares of Walt Disney by 110.4% in the fourth quarter. Curio Wealth LLC now owns 223 shares of the entertainment giant’s stock valued at $26,000 after buying an additional 117 shares in the last quarter. Osbon Capital Management LLC acquired a new stake in shares of Walt Disney during the 4th quarter valued at $26,000. Sfam LLC acquired a new stake in shares of Walt Disney during the 4th quarter valued at $26,000. Finally, Greenline Wealth Management LLC bought a new stake in shares of Walt Disney during the 4th quarter worth $26,000. 65.71% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

A number of equities analysts recently issued reports on the company. Citigroup lifted their target price on Walt Disney from $135.00 to $145.00 and gave the stock a “buy” rating in a report on Friday, May 8th. Needham & Company LLC reiterated a “buy” rating and issued a $125.00 price target on shares of Walt Disney in a research report on Friday, June 12th. Wolfe Research set a $131.00 price target on Walt Disney in a research note on Tuesday, June 30th. Raymond James Financial dropped their price target on Walt Disney from $119.00 to $111.00 and set an “outperform” rating on the stock in a research note on Thursday, July 2nd. Finally, Wells Fargo & Company reduced their price objective on shares of Walt Disney from $146.00 to $125.00 and set an “overweight” rating for the company in a research note on Monday, July 13th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, five have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $129.00.

Walt Disney Price Performance

Shares of NYSE:DIS opened at $96.39 on Tuesday. The company’s fifty day moving average is $100.50 and its two-hundred day moving average is $103.34. The company has a market cap of $167.38 billion, a P/E ratio of 15.40, a price-to-earnings-growth ratio of 1.23 and a beta of 1.39. The Walt Disney Company has a 12-month low of $92.18 and a 12-month high of $123.40. The company has a quick ratio of 0.62, a current ratio of 0.68 and a debt-to-equity ratio of 0.33.

Walt Disney (NYSE:DIS) last issued its earnings results on Wednesday, May 6th. The entertainment giant reported $1.57 EPS for the quarter, topping the consensus estimate of $1.49 by $0.08. Walt Disney had a return on equity of 8.92% and a net margin of 11.54%.The business had revenue of $25.17 billion during the quarter, compared to analysts’ expectations of $24.87 billion. During the same quarter last year, the firm posted $1.45 earnings per share. Walt Disney’s revenue 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. Equities analysts expect that The Walt Disney Company will post 6.85 earnings per share for the current fiscal year.

Key Headlines Impacting Walt Disney

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

• Positive Sentiment: UBS expects Disney to beat third-quarter earnings estimates, with revenue and operating income trends supported by stronger experiences and entertainment results, and says the company can likely keep its fiscal 2026 guidance. Disney Poised for Third-Quarter Earnings Beat on Experiences, Entertainment Strength, UBS Says
• Positive Sentiment: Another pre-earnings note highlighted improving earnings growth as first-half headwinds fade, with analysts looking for Disney’s parks business and streaming margins to remain key drivers. Disney streaming margins and parks business in focus ahead of earnings
• Neutral Sentiment: UBS lowered its price target to $133 from $138 but kept a buy rating, suggesting the firm still sees meaningful upside even after trimming its valuation view. Walt Disney (DIS) PT Lowered to $133 at UBS
• Neutral Sentiment: Several other articles were more thematic or consumer-interest oriented, including Disney-themed merchandise, travel, and fan-content pieces, which are unlikely to move the stock on their own. Hallmark Unveils Disney World Christmas Collection Inspired by Upcoming Holiday Movie
• Negative Sentiment: Disney remains in a pre-earnings wait-and-see phase, with investors still focused on whether results will justify the recent pullback in the shares and offset lingering concerns around execution in media and content. What You Need To Know Ahead of Walt Disney’s Earnings Release

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.