Wedge Capital Management L L P NC Increases Position in The Walt Disney Company $DIS

Wedge Capital Management L L P NC lifted its holdings in shares of The Walt Disney Company (NYSE:DIS) by 12.2% during the 4th quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 307,511 shares of the entertainment giant’s stock after acquiring an additional 33,519 shares during the period. Wedge Capital Management L L P NC’s holdings in Walt Disney were worth $34,986,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the stock. Copeland Capital Management LLC purchased a new stake in Walt Disney in the third quarter valued at approximately $25,000. Strengthening Families & Communities LLC purchased a new stake in shares of Walt Disney in the third quarter valued at about $29,000. JPL Wealth Management LLC acquired a new position in Walt Disney during the 3rd quarter worth approximately $30,000. Pilgrim Partners Asia Pte Ltd purchased a new position in Walt Disney in the third quarter worth $33,000. Finally, Bare Financial Services Inc lifted its stake in shares of Walt Disney by 48.5% in the third quarter. Bare Financial Services Inc now owns 291 shares of the entertainment giant’s stock valued at $33,000 after purchasing an additional 95 shares during the period. 65.71% of the stock is owned by hedge funds and other institutional investors.

Walt Disney Stock Down 2.4%

DIS stock opened at $92.50 on Friday. The company has a current ratio of 0.67, a quick ratio of 0.61 and a debt-to-equity ratio of 0.31. The firm has a 50 day simple moving average of $104.53 and a 200-day simple moving average of $108.96. The company has a market capitalization of $163.87 billion, a P/E ratio of 13.60, a PEG ratio of 1.29 and a beta of 1.42. The Walt Disney Company has a twelve month low of $80.10 and a twelve month high of $124.69.

Walt Disney (NYSE:DIS) last posted its quarterly earnings results on Monday, February 2nd. The entertainment giant reported $1.63 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.57 by $0.06. The firm had revenue of $25.98 billion for the quarter, compared to analysts’ expectations of $25.54 billion. Walt Disney had a net margin of 12.80% and a return on equity of 8.90%. The firm’s quarterly revenue was up 5.2% on a year-over-year basis. During the same period in the prior year, the company posted $1.40 earnings per share. On average, equities research analysts predict that The Walt Disney Company will post 5.47 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

A number of equities analysts have issued reports on DIS shares. Phillip Securities upgraded shares of Walt Disney to a “moderate buy” rating in a research report on Monday, January 12th. Jefferies Financial Group lowered their price objective on shares of Walt Disney from $136.00 to $132.00 and set a “buy” rating for the company in a research note on Tuesday, February 3rd. Citigroup dropped their price objective on shares of Walt Disney from $145.00 to $140.00 and set a “buy” rating for the company in a research report on Friday, January 16th. UBS Group reiterated a “mixed” rating on shares of Walt Disney in a report on Monday, February 2nd. Finally, Barclays restated an “overweight” rating on shares of Walt Disney in a report on Monday, February 2nd. Seventeen equities research analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, Walt Disney has an average rating of “Moderate Buy” and an average target price of $134.00.

Walt Disney News Roundup

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

• Positive Sentiment: Wells Fargo kept an “overweight” rating and only trimmed its price target slightly to $148, implying large upside versus the current level — a vote of confidence from a major shop. Wells Fargo price target note
• Positive Sentiment: Bullish research and op-eds argue DIS is undervalued given its IP, parks recovery and monetization routes — several buy- and upgrade-style pieces suggest this pullback could be a buying opportunity. Buy Disney When Valuation Is Low
• Positive Sentiment: Erste Group nudged up its FY2027 EPS forecast marginally, signaling some analyst confidence in medium‑term earnings resilience even as consensus remains split. (Research note summarized in market feeds.)
• Neutral Sentiment: Analysts and contributors keep highlighting parks as the company’s “core” — strong park demand supports cash flow even if media/tech bets stumble. Disney: Parks Is The Company’s Core Now
• Neutral Sentiment: Corporate and brand news (D23/Disney Legends, merchandise and park promotions) remain positive for consumer engagement but are unlikely to move the stock materially in the near term. Disney Legends 2026
• Negative Sentiment: Major tech partnerships unraveled: OpenAI shut down the Sora project (central to Disney’s planned AI content tools), and Disney is reviewing/cancelling related deals — this undercuts a high-profile strategic growth pillar and drove investor concern. Disney Cancels OpenAI Deal
• Negative Sentiment: Exposure to Epic Games and its layoffs (after Disney’s commitment to a shared digital universe) raises doubts about the returns on a roughly $1.5B strategic push into gaming/virtual worlds. Market headlines frame this as an early, costly misstep for the new CEO. Disney CEO’s First Week Marred
• Negative Sentiment: Commentary pieces highlighting a “narrative problem” and blunt takes like “Disney’s stock is a dog” have amplified selling pressure — the market is punishing perceived strategic uncertainty and execution risk under new leadership. Disney Has a Narrative Problem

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.