The Walt Disney Company (NYSE:DIS – Get Free Report) has been assigned an average recommendation of “Moderate Buy” from the twenty-four research firms that are presently covering the company, MarketBeat.com reports. One analyst has rated the stock with a sell rating, six have assigned a hold rating and seventeen have given a buy rating to the company. The average 12-month price target among brokerages that have updated their coverage on the stock in the last year is $135.80.
Several research analysts have recently weighed in on the company. Phillip Securities upgraded Walt Disney to a “moderate buy” rating in a report on Monday, January 12th. Wells Fargo & Company reduced their price objective on Walt Disney from $152.00 to $150.00 and set an “overweight” rating on the stock in a research report on Tuesday, February 3rd. Evercore upped their target price on Walt Disney from $140.00 to $142.00 and gave the company an “outperform” rating in a report on Friday, November 14th. Guggenheim reaffirmed a “buy” rating and issued a $140.00 target price on shares of Walt Disney in a research note on Tuesday, February 3rd. Finally, Weiss Ratings lowered Walt Disney from a “buy (b-)” rating to a “hold (c+)” rating in a report on Tuesday, February 3rd.
View Our Latest Stock Analysis on DIS
Walt Disney Price Performance
Walt Disney (NYSE:DIS – Get Free Report) last posted its quarterly earnings results on Monday, February 2nd. The entertainment giant reported $1.63 earnings per share for the quarter, topping analysts’ consensus estimates of $1.57 by $0.06. The firm had revenue of $25.98 billion for the quarter, compared to analyst estimates of $25.54 billion. Walt Disney had a net margin of 12.80% and a return on equity of 8.90%. Walt Disney’s quarterly revenue was up 5.2% on a year-over-year basis. During the same period in the previous year, the business posted $1.40 earnings per share. On average, equities research analysts anticipate that Walt Disney will post 5.47 EPS for the current fiscal year.
Hedge Funds Weigh In On Walt Disney
Several institutional investors and hedge funds have recently bought and sold shares of the company. Strategic Family Wealth Counselors L.L.C. grew its position 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 worth $1,065,000 after acquiring an additional 87 shares during the period. Baltimore Washington Financial Advisors Inc. raised its position in Walt Disney by 1.3% in the second 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 during the period. Pinnacle Bancorp Inc. lifted its stake in shares of Walt Disney by 1.5% in the 4th quarter. Pinnacle Bancorp Inc. now owns 5,876 shares of the entertainment giant’s stock valued at $669,000 after purchasing an additional 89 shares during the last quarter. Jim Saulnier & Associates LLC grew its holdings in shares of Walt Disney by 3.1% during the 3rd quarter. Jim Saulnier & Associates LLC now owns 2,995 shares of the entertainment giant’s stock worth $343,000 after purchasing an additional 90 shares during the period. Finally, Atlas Brown Inc. grew its holdings in shares of Walt Disney by 0.5% during the 3rd quarter. Atlas Brown Inc. now owns 20,202 shares of the entertainment giant’s stock worth $2,313,000 after purchasing an additional 91 shares during the period. 65.71% of the stock is currently owned by institutional investors and hedge funds.
Trending Headlines about Walt Disney
Here are the key news stories impacting Walt Disney this week:
- Positive Sentiment: Disney named Paul Roeder — a 25-year studio and DTC communications veteran — as Senior EVP & Chief Communications Officer reporting to incoming CEO Josh D’Amaro; the appointment signals continuity in messaging ahead of the CEO transition and shareholder meeting. Paul Roeder Named Chief Communications Officer (Business Wire)
- Positive Sentiment: Walt Disney World set reopening dates for major rides (revamped Buzz Lightyear and Big Thunder Mountain) and announced new family experiences and summer promotions — moves that should support park visitation and spending in the near term. Walt Disney World announces reopening dates for Buzz Lightyear, Big Thunder Mountain (WPXI)
- Positive Sentiment: Content and live-sports initiatives continue to be catalysts: Disney is expanding its sports footprint (including a recent NFL deal noted by analysts) and has new series (Star Wars) coming to Disney+ — both support upside in streaming subs and ad/membership revenue over time. Walt Disney Stock Looks Cheap. But Is It a Buy? (The Motley Fool)
- Neutral Sentiment: Disney announced a broader leadership reshuffle across parks, cruises and resorts as Josh D’Amaro prepares to take the CEO role; this could be strategic realignment but carries short-term execution risk. Disney Announces Leadership Shakeup (TravelPulse)
- Neutral Sentiment: Annual shareholder meeting will be webcast on March 18 — a forum where management may give forward guidance and updates tied to the CEO transition and strategy. Annual Meeting Webcast (Business Wire)
- Neutral Sentiment: New content release dates (e.g., a Star Wars series debut) keep the streaming pipeline active but impact is incremental until subscriber/ad metrics follow. Star Wars Series Release Date (Collider)
- Negative Sentiment: Industry ad dynamics remain a headwind: YouTube’s ad revenue outpaced Disney’s ad take in 2025, highlighting competitive pressure on Disney’s advertising and distribution monetization. YouTube Out Earns Disney on Ad Revenue (MSN)
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.
Read More
- Five stocks we like better than Walt Disney
- The gold chart Wall Street is terrified of…
- Elon Musk already made me a “wealthy man”
- Unlocked: Elon Musk’s Next Big IPO
- Silver paying 20% dividend. Plus 68% share gains
- 1,500 Banks Just Handed the Fed Your Bank Account
Receive News & Ratings for Walt Disney Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Walt Disney and related companies with MarketBeat.com's FREE daily email newsletter.
