Walt Disney (NYSE:DIS – Get Free Report) had its price objective hoisted by Wells Fargo & Company from $125.00 to $132.00 in a research report issued to clients and investors on Thursday,Benzinga reports. The brokerage currently has an “overweight” rating on the entertainment giant’s stock. Wells Fargo & Company‘s price objective points to a potential upside of 27.70% from the stock’s previous close.
A number of other analysts have also issued reports on the company. Benchmark reaffirmed a “buy” rating and issued a $115.00 target price on shares of Walt Disney in a report on Thursday. Phillip Securities upgraded Walt Disney from a “moderate buy” rating to a “strong-buy” rating in a research report on Monday, May 11th. Guggenheim restated a “buy” rating and issued a $120.00 target price on shares of Walt Disney in a research note on Thursday. Weiss Ratings downgraded shares of Walt Disney from a “hold (c+)” rating to a “hold (c)” rating in a research note on Thursday, June 11th. Finally, Needham & Company LLC restated a “buy” rating and issued a $125.00 price objective on shares of Walt Disney in a research note on Friday, June 12th. One analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating, five have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $128.61.
Check Out Our Latest Research Report on DIS
Walt Disney Stock Up 1.6%
Walt Disney (NYSE:DIS – Get Free Report) last released its quarterly earnings results on Wednesday, August 5th. The entertainment giant reported $2.06 earnings per share for the quarter, beating analysts’ consensus estimates of $1.86 by $0.20. The business had revenue of $25.25 billion for the quarter, compared to the consensus estimate of $25.39 billion. Walt Disney had a net margin of 11.54% and a return on equity of 8.92%. During the same quarter last year, the firm earned $1.61 EPS. Walt Disney’s revenue for the quarter was up 6.8% on a year-over-year basis. Walt Disney has set its FY 2026 guidance at 6.642-6.642 EPS. On average, research analysts forecast that Walt Disney will post 6.83 earnings per share for the current fiscal year.
Institutional Inflows and Outflows
A number of institutional investors have recently modified their holdings of DIS. Brighton Jones LLC lifted its position in Walt Disney by 7.7% during the 4th quarter. Brighton Jones LLC now owns 26,767 shares of the entertainment giant’s stock worth $2,980,000 after buying an additional 1,904 shares in the last quarter. Sivia Capital Partners LLC increased its holdings in shares of Walt Disney by 31.9% in the second quarter. Sivia Capital Partners LLC now owns 5,470 shares of the entertainment giant’s stock valued at $678,000 after purchasing an additional 1,322 shares in the last quarter. Schnieders Capital Management LLC. increased its holdings in shares of Walt Disney by 16.2% in the second quarter. Schnieders Capital Management LLC. now owns 17,955 shares of the entertainment giant’s stock valued at $2,227,000 after purchasing an additional 2,503 shares in the last quarter. Main Street Financial Solutions LLC raised its position in Walt Disney by 28.6% in the 2nd quarter. Main Street Financial Solutions LLC now owns 8,330 shares of the entertainment giant’s stock worth $1,033,000 after purchasing an additional 1,855 shares during the last quarter. Finally, Ieq Capital LLC lifted its holdings in Walt Disney by 10.8% during the 2nd quarter. Ieq Capital LLC now owns 115,759 shares of the entertainment giant’s stock worth $14,355,000 after buying an additional 11,304 shares in the last quarter. Institutional investors own 65.71% of the company’s stock.
Trending Headlines about Walt Disney
Here are the key news stories impacting Walt Disney this week:
- Positive Sentiment: Profit beat and improving growth: Disney reported adjusted EPS of $2.06, exceeding the $1.86 analyst consensus, while revenue rose 6.8% year over year to $25.25 billion. Segment operating income increased 21%, supported by Experiences and Entertainment. Disney Q3 Earnings Surpass Estimates
- Positive Sentiment: Parks and franchise monetization remain key catalysts: Experiences revenue reached a quarterly record of nearly $10 billion, with domestic attendance and guest spending rising. “Toy Story 5,” which surpassed $1 billion at the box office, also boosted streaming engagement, merchandise sales and demand for parks and cruises. How Disney parks are bucking a travel slowdown
- Positive Sentiment: Streaming momentum strengthened: Streaming operating income more than doubled to $712 million. Disney also plans to develop Disney+ into a broader fan ecosystem incorporating interactive content, games and merchandise, while evaluating a free, ad-supported offering to expand reach and advertising revenue. Disney Q3 Earnings Call Highlights
- Positive Sentiment: Capital returns and advertising outlook improved: Disney reaffirmed fiscal 2026 guidance and raised planned share repurchases to at least $9 billion. ESPN also reported that advertising inventory for the next Super Bowl is already sold out. Disney Reaffirms Earnings Growth and Buybacks
- Positive Sentiment: Analyst sentiment is supportive: Barclays raised its price target to $115 and assigned an Overweight rating. Guggenheim, Benchmark, Rosenblatt and Needham reiterated Buy ratings with targets ranging from $115 to $126, implying additional upside from recent levels.
- Neutral Sentiment: Disney agreed to sell its 50% stake in A+E Global Media to Hearst for approximately $1.2 billion in cash, reinforcing its focus on streaming, ESPN and core franchises while reducing exposure to traditional television assets. Disney exits A+E Media
- Negative Sentiment: Revenue fell slightly short of expectations, and the company’s FY2026 EPS guidance of 6.642 is below the approximately 6.83 analyst consensus, potentially limiting enthusiasm if future execution weakens.
Walt Disney Company 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.
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