Glenmede Trust Co. NA Has $44.34 Million Position in The Walt Disney Company $DIS

Glenmede Trust Co. NA grew its holdings in The Walt Disney Company (NYSE:DIS) by 22.9% during the 1st quarter, HoldingsChannel reports. The firm owned 460,035 shares of the entertainment giant’s stock after acquiring an additional 85,755 shares during the quarter. Glenmede Trust Co. NA’s holdings in Walt Disney were worth $44,338,000 as of its most recent filing with the SEC.

Other institutional investors have also made changes to their positions in the company. J. Stern & Co. LLP boosted its stake in Walt Disney by 9,060.1% during the 4th quarter. J. Stern & Co. LLP now owns 38,135,363 shares of the entertainment giant’s stock valued at $4,338,660,000 after purchasing an additional 37,719,041 shares during the period. Norges Bank bought a new position in Walt Disney in the 4th quarter worth approximately $2,388,278,000. Viking Global Investors LP bought a new position in Walt Disney in the 2nd quarter worth approximately $725,219,000. Price T Rowe Associates Inc. MD lifted its holdings in shares of Walt Disney by 62.5% during the fourth quarter. Price T Rowe Associates Inc. MD now owns 13,876,878 shares of the entertainment giant’s stock worth $1,578,773,000 after buying an additional 5,334,866 shares during the last quarter. Finally, Arrowstreet Capital Limited Partnership lifted its holdings in shares of Walt Disney by 37.8% during the fourth quarter. Arrowstreet Capital Limited Partnership now owns 12,569,185 shares of the entertainment giant’s stock worth $1,429,996,000 after buying an additional 3,450,198 shares during the last quarter. 65.71% of the stock is currently owned by institutional investors.

Walt Disney Trading Up 0.1%

Walt Disney stock opened at $96.29 on Friday. The business has a 50 day moving average price of $99.10 and a two-hundred day moving average price of $102.30. The company has a quick ratio of 0.62, a current ratio of 0.68 and a debt-to-equity ratio of 0.33. The Walt Disney Company has a 12 month low of $92.18 and a 12 month high of $119.91. The stock has a market cap of $167.22 billion, a price-to-earnings ratio of 15.38, a price-to-earnings-growth ratio of 1.21 and a beta of 1.39.

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 for the quarter, compared to analyst estimates of $24.87 billion. Walt Disney had a return on equity of 8.92% and a net margin of 11.54%.Walt Disney’s revenue for the quarter was up 6.5% compared to the same quarter last year. During the same quarter last year, the firm earned $1.45 EPS. Walt Disney has set its FY 2026 guidance at 6.640-6.640 EPS. As a group, equities analysts forecast that The Walt Disney Company will post 6.83 EPS for the current year.

Walt Disney News Roundup

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

• Positive Sentiment: Disney is reportedly selling its remaining 50% stake in A+E Networks to Hearst for more than $1 billion. The transaction, expected to close alongside earnings, would provide cash and allow Disney to further simplify its portfolio, although it also removes exposure to A&E, History and Lifetime. Disney Selling 50% A+E Stake To Hearst For More Than $1B
• Positive Sentiment: Disney’s streaming business is being positioned as a growth driver. A report says the company has moved from multibillion-dollar streaming losses to profitability and is now pursuing international expansion, supporting the investment case if subscriber growth and margins continue improving. Disney turns $4 billion streaming loss into profit, and now it chases global growth
• Neutral Sentiment: Disney reports fiscal third-quarter results on August 5. Analysts are examining streaming profitability, park trends, content performance and other operating metrics beyond revenue and earnings estimates. The report is a near-term catalyst after the stock’s recent decline. Stay Ahead of the Game With Disney Q3 Earnings
• Neutral Sentiment: Walt Disney World President Jeff Vahle is retiring after 36 years. The leadership transition could create execution uncertainty for the parks division, but the departure was presented as a planned retirement rather than an abrupt management change. Walt Disney World President Jeff Vahle Signs Off on His Last Day
• Neutral Sentiment: Disney continues investing in its parks and consumer experiences, including a planned Carousel of Progress refurbishment and new merchandise collaborations with Starbucks. These initiatives may support attendance and per-guest spending, but their financial impact is not yet quantified. Disney and Starbucks Fall Collection Debuts
• Negative Sentiment: Analyst caution is weighing on sentiment. Citigroup issued a pessimistic forecast for DIS, while other reports discuss FY2027 earnings estimates. The divergence highlights uncertainty around Disney’s medium-term growth and valuation. Citigroup Issues Pessimistic Forecast for Walt Disney Stock
• Negative Sentiment: Disney’s restructuring includes additional Pixar job cuts. Pixar reportedly eliminated 108 positions, reinforcing concerns about cost pressure, content-production efficiency and the pace of Disney’s creative recovery, even as the company continues investing in its parks. How Pixar Cuts and Park Investments Have Changed Disney’s Investment Story

Analysts Set New Price Targets

Several research firms have recently weighed in on DIS. Rosenblatt Securities reissued a “buy” rating and issued a $126.00 price objective on shares of Walt Disney in a research report on Tuesday, July 7th. Raymond James Financial dropped their target price on shares of Walt Disney from $119.00 to $111.00 and set an “outperform” rating on the stock in a research report on Thursday, July 2nd. Barclays cut their target price on shares of Walt Disney from $135.00 to $110.00 and set an “overweight” rating for the company in a research note on Tuesday, July 14th. Citigroup reduced their price target on shares of Walt Disney from $145.00 to $135.00 and set a “buy” rating for the company in a report on Wednesday. Finally, Wolfe Research set a $131.00 price target on shares of Walt Disney in a research report on Tuesday, June 30th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, five have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $128.38.

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.