Capricorn Fund Managers Ltd Buys Shares of 10,332 The Walt Disney Company $DIS

Capricorn Fund Managers Ltd purchased a new position in The Walt Disney Company (NYSE:DIS) during the 4th quarter, according to its most recent 13F filing with the SEC. The firm purchased 10,332 shares of the entertainment giant’s stock, valued at approximately $1,175,000.

Other institutional investors have also made changes to their positions in the company. Viking Global Investors LP acquired a new position in Walt Disney in the second quarter valued at about $725,219,000. Assenagon Asset Management S.A. grew its position in shares of Walt Disney by 231.4% during the 3rd quarter. Assenagon Asset Management S.A. now owns 4,711,353 shares of the entertainment giant’s stock worth $539,450,000 after buying an additional 3,289,707 shares during the period. State Street Corp grew its position in shares of Walt Disney by 3.0% during the 3rd quarter. State Street Corp now owns 82,019,749 shares of the entertainment giant’s stock worth $9,391,261,000 after buying an additional 2,376,706 shares during the period. Alliancebernstein L.P. increased its stake in shares of Walt Disney by 16.6% in the 2nd quarter. Alliancebernstein L.P. now owns 12,134,487 shares of the entertainment giant’s stock valued at $1,504,798,000 after acquiring an additional 1,727,251 shares during the last quarter. Finally, Maverick Capital Ltd. bought a new stake in shares of Walt Disney in the 2nd quarter valued at about $187,067,000. 65.71% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

A number of research analysts recently issued reports on DIS shares. Weiss Ratings cut shares of Walt Disney from a “buy (b-)” rating to a “hold (c+)” rating in a report on Tuesday, February 3rd. Barclays reissued an “overweight” rating on shares of Walt Disney in a research report on Monday, February 2nd. Morgan Stanley started coverage on shares of Walt Disney in a research report on Tuesday, February 3rd. They issued an “overweight” rating and a $135.00 price objective for the company. Phillip Securities raised Walt Disney to a “moderate buy” rating in a research note on Monday, January 12th. Finally, Raymond James Financial upgraded Walt Disney from a “market perform” rating to an “outperform” rating and set a $115.00 target price on the stock in a report on Wednesday, April 1st. Eighteen analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, Walt Disney presently has an average rating of “Moderate Buy” and an average price target of $132.81.

Walt Disney News Summary

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 Up 0.1%

Shares of Walt Disney stock opened at $96.69 on Monday. 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’s 50 day simple moving average is $102.96 and its 200 day simple moving average is $108.15. The company has a debt-to-equity ratio of 0.31, a quick ratio of 0.61 and a current ratio of 0.67. The Walt Disney Company has a 52-week low of $80.10 and a 52-week high of $124.69.

Walt Disney (NYSE:DIS) last released 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 during the quarter, compared to the consensus estimate of $25.54 billion. Walt Disney had a return on equity of 8.90% and a net margin of 12.80%.The business’s revenue was up 5.2% on a year-over-year basis. During the same quarter in the prior year, the firm posted $1.40 EPS. On average, analysts predict that The Walt Disney Company will post 5.47 earnings per share for the current fiscal year.

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.