Healthcare of Ontario Pension Plan Trust Fund Increases Position in The Walt Disney Company $DIS

Healthcare of Ontario Pension Plan Trust Fund lifted its holdings in shares of The Walt Disney Company (NYSE:DIS) by 280.9% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 1,558,575 shares of the entertainment giant’s stock after acquiring an additional 1,149,401 shares during the quarter. Healthcare of Ontario Pension Plan Trust Fund’s holdings in Walt Disney were worth $177,319,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors have also modified their holdings of DIS. Norges Bank purchased a new stake in shares of Walt Disney during the fourth quarter worth about $2,388,278,000. Viking Global Investors LP bought a new stake in Walt Disney in the second quarter valued at about $725,219,000. Arrowstreet Capital Limited Partnership increased its holdings in Walt Disney by 37.8% in the fourth quarter. Arrowstreet Capital Limited Partnership now owns 12,569,185 shares of the entertainment giant’s stock valued at $1,429,996,000 after buying an additional 3,450,198 shares during the last quarter. State Street Corp increased its holdings in Walt Disney by 3.0% in the third quarter. State Street Corp now owns 82,019,749 shares of the entertainment giant’s stock valued at $9,391,261,000 after buying an additional 2,376,706 shares during the last quarter. Finally, Franklin Resources Inc. increased its holdings in Walt Disney by 29.2% in the fourth quarter. Franklin Resources Inc. now owns 8,522,860 shares of the entertainment giant’s stock valued at $969,646,000 after buying an additional 1,924,200 shares during the last quarter. 65.71% of the stock is owned by hedge funds and other institutional investors.

Walt Disney Stock Performance

Shares of NYSE DIS opened at $99.89 on Friday. The company has a current ratio of 0.68, a quick ratio of 0.62 and a debt-to-equity ratio of 0.33. The stock has a 50 day simple moving average of $102.28 and a 200-day simple moving average of $105.22. The company has a market cap of $173.45 billion, a PE ratio of 15.96, a P/E/G ratio of 1.31 and a beta of 1.39. The Walt Disney Company has a 12-month low of $92.18 and a 12-month high of $124.69.

Walt Disney (NYSE:DIS) last issued its quarterly earnings data on Wednesday, May 6th. The entertainment giant reported $1.57 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.49 by $0.08. The business had revenue of $25.17 billion during the quarter, compared to the consensus estimate of $24.87 billion. Walt Disney had a return on equity of 8.92% and a net margin of 11.54%.The business’s revenue was up 6.5% on a year-over-year basis. During the same period in the previous year, the firm posted $1.45 earnings per share. Walt Disney has set its FY 2026 guidance at 6.640-6.640 EPS. On average, equities research analysts forecast that The Walt Disney Company will post 6.85 EPS for the current year.

More Walt Disney News

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

• Positive Sentiment: Needham & Company reaffirmed its Buy rating on Disney and set a $125 price target, implying meaningful upside from recent trading levels and reinforcing bullish sentiment around the stock. Benzinga report on Needham rating reaffirmation
• Positive Sentiment: Erste Group Bank raised its FY2026 and FY2027 earnings estimates for Disney, signaling improving profit expectations and suggesting analysts see stronger fundamentals ahead.
• Positive Sentiment: Disney upgraded the My Disney Experience app to make vacation planning easier, a small but constructive sign that the company is improving the guest experience and supporting its parks business. AOL article on My Disney Experience app upgrade
• Neutral Sentiment: Several entertainment articles about Kevin Costner meeting Walt Disney, and other Disney-related lifestyle/travel pieces, are mostly brand awareness items and are unlikely to materially affect the stock price. Yahoo Entertainment article on Kevin Costner story
• Neutral Sentiment: Recent commentary also noted Disney’s share price weakness and valuation debate, but that appears more reflective of the broader pullback than a new company-specific catalyst. Yahoo Finance article on DIS share price weakness

Analyst Upgrades and Downgrades

DIS has been the subject of several research analyst reports. Guggenheim boosted their price objective on Walt Disney from $115.00 to $120.00 and gave the company a “buy” rating in a report on Thursday, May 7th. Raymond James Financial raised Walt Disney from a “market perform” rating to an “outperform” rating and set a $115.00 price objective for the company in a report on Wednesday, April 1st. Barclays boosted their price objective on Walt Disney from $130.00 to $135.00 and gave the company an “overweight” rating in a report on Thursday, May 7th. Needham & Company LLC reissued a “buy” rating and issued a $125.00 price objective on shares of Walt Disney in a report on Friday. Finally, Wells Fargo & Company lowered their price objective on Walt Disney from $148.00 to $146.00 and set an “overweight” rating for the company in a report on Thursday, May 7th. One analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company has an average 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.