Perpetual Ltd Acquires 9,726 Shares of The Walt Disney Company $DIS

Perpetual Ltd lifted its stake in shares of The Walt Disney Company (NYSE:DIS) by 242.2% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 13,741 shares of the entertainment giant’s stock after buying an additional 9,726 shares during the quarter. Perpetual Ltd’s holdings in Walt Disney were worth $1,563,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds also recently modified their holdings of the company. Varma Mutual Pension Insurance Co raised its holdings in Walt Disney by 8.8% during the third quarter. Varma Mutual Pension Insurance Co now owns 284,894 shares of the entertainment giant’s stock worth $32,620,000 after buying an additional 23,100 shares during the last quarter. Sterling Investment Counsel LLC grew its holdings in shares of Walt Disney by 130.5% during the third quarter. Sterling Investment Counsel LLC now owns 13,590 shares of the entertainment giant’s stock valued at $1,556,000 after buying an additional 7,695 shares during the last quarter. SVB Wealth LLC bought a new stake in shares of Walt Disney during the second quarter worth about $1,352,000. Baron Silver Stevens Financial Advisors LLC increased its position in shares of Walt Disney by 244.6% during the third quarter. Baron Silver Stevens Financial Advisors LLC now owns 10,365 shares of the entertainment giant’s stock worth $1,187,000 after acquiring an additional 7,357 shares in the last quarter. Finally, Rakuten Investment Management Inc. acquired a new stake in shares of Walt Disney in the 3rd quarter worth about $21,177,000. Institutional investors own 65.71% of the company’s stock.

Key Stories Impacting Walt Disney

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

• Positive Sentiment: Raymond James upgraded DIS to “Outperform,” giving the stock a near‑term boost from a respected shop citing confidence in Disney’s execution. Raymond James Financial Upgrades Walt Disney (NYSE:DIS) to “Outperform”
• Positive Sentiment: Needham reiterated a “Buy” rating, reinforcing analyst support and helping offset some recent negative headlines. Needham & Company LLC Reiterates “Buy” Rating for Walt Disney (NYSE:DIS)
• Positive Sentiment: Industry coverage notes parks & experiences could see a boom this year (attendance recovery, pricing power, and targeted promotions such as Disney+ subscriber hotel deals), supporting near‑term revenue visibility. Why Disney’s parks business could boom this year despite economic turbulence and the Iran war
• Neutral Sentiment: Sectors trends show streaming revenue growth increasingly driven by price increases and ads rather than new subs — a positive for unit economics but a mixed subscriber story for Disney+. Price Hikes Driving U.S. Streaming Video Sales Growth, Not New Subscribers
• Neutral Sentiment: Disney is shifting its AI strategy after exiting its OpenAI investment and Sora efforts, signaling a reallocation of tech spend that is likely neutral near‑term but relevant for long‑term content/production efficiency. Disney’s OpenAI Investment Is Over. Here’s Where the Company Is Focusing Its Efforts in 2026.
• Negative Sentiment: Wells Fargo and Deutsche Bank trimmed price targets and some analysts have scaled back near‑term forecasts, keeping upside consensus below prior levels and pressuring sentiment. Wells Fargo Trims PT on The Walt Disney Company (DIS) Amid Softer Growth Narrative
• Negative Sentiment: Coverage questioning dividend safety after a reported ~$50M settlement and leadership change raises near‑term cash‑allocation concerns for income‑oriented investors. Is Disney’s Dividend Safe? A $50M Settlement and a New CEO Put It to the Test
• Negative Sentiment: Recent guest‑experience and operations stories — shuttle shutdowns, new entry rules and isolated legal/arrest incidents — could weigh on short‑term park sentiment and PR. DISNEY TRANSPORT TROUBLES: Shuttle Shutdown & New Rules Snarl Guest Access

Walt Disney Stock Performance

DIS stock opened at $96.69 on Friday. The company has a quick ratio of 0.61, a current ratio of 0.67 and a debt-to-equity ratio of 0.31. The firm has a market cap of $171.28 billion, a PE ratio of 14.22, a P/E/G ratio of 1.35 and a beta of 1.44. The business has a 50 day moving average of $102.96 and a 200-day moving average of $108.20. The Walt Disney Company has a 12-month low of $80.10 and a 12-month high of $124.69.

Walt Disney (NYSE:DIS) last issued its quarterly earnings results on Monday, February 2nd. The entertainment giant reported $1.63 EPS for the quarter, topping analysts’ consensus estimates of $1.57 by $0.06. Walt Disney had a return on equity of 8.90% and a net margin of 12.80%.The business had revenue of $25.98 billion for the quarter, compared to analyst estimates of $25.54 billion. During the same period last year, the company posted $1.40 earnings per share. Walt Disney’s quarterly revenue was up 5.2% compared to the same quarter last year. As a group, sell-side analysts expect that The Walt Disney Company will post 5.47 earnings per share for the current year.

Analysts Set New Price Targets

A number of equities analysts have issued reports on DIS shares. UBS Group reiterated a “mixed” rating on shares of Walt Disney in a research note on Monday, February 2nd. Wells Fargo & Company dropped their target price on Walt Disney from $150.00 to $148.00 and set an “overweight” rating on the stock in a report on Friday, March 27th. Needham & Company LLC reaffirmed a “buy” rating and set a $125.00 target price on shares of Walt Disney in a research report on Tuesday, March 31st. The Goldman Sachs Group reissued a “buy” rating and issued a $151.00 price target on shares of Walt Disney in a research report on Monday, February 2nd. Finally, Raymond James Financial upgraded Walt Disney from a “market perform” rating to an “outperform” rating and set a $115.00 price objective on the stock in a research note on Wednesday. Eighteen analysts have rated the stock with a Buy rating, five have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $132.81.

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.