Meiji Yasuda America Inc Buys New Shares in The Walt Disney Company $DIS

Meiji Yasuda America Inc bought a new stake in shares of The Walt Disney Company (NYSE:DIS) in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor bought 24,606 shares of the entertainment giant’s stock, valued at approximately $2,799,000.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Varma Mutual Pension Insurance Co lifted its position in shares of Walt Disney by 8.8% in the 3rd quarter. Varma Mutual Pension Insurance Co now owns 284,894 shares of the entertainment giant’s stock valued at $32,620,000 after acquiring an additional 23,100 shares in the last quarter. Franklin Resources Inc. lifted its position in shares of Walt Disney by 29.2% in the 4th quarter. Franklin Resources Inc. now owns 8,522,860 shares of the entertainment giant’s stock valued at $969,646,000 after acquiring an additional 1,924,200 shares in the last quarter. Vanguard Group Inc. lifted its position in shares of Walt Disney by 0.4% in the 3rd quarter. Vanguard Group Inc. now owns 158,121,947 shares of the entertainment giant’s stock valued at $18,104,963,000 after acquiring an additional 620,463 shares in the last quarter. World Investment Advisors lifted its position in shares of Walt Disney by 18.8% in the 4th quarter. World Investment Advisors now owns 96,476 shares of the entertainment giant’s stock valued at $10,976,000 after acquiring an additional 15,243 shares in the last quarter. Finally, NEOS Investment Management LLC lifted its position in shares of Walt Disney by 50.4% in the 3rd quarter. NEOS Investment Management LLC now owns 226,240 shares of the entertainment giant’s stock valued at $25,904,000 after acquiring an additional 75,791 shares in the last quarter. 65.71% of the stock is owned by institutional investors and hedge funds.

Key Walt Disney News

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

• Positive Sentiment: Erste Group Bank raised its FY2026 and FY2027 earnings-per-share estimates for Disney, signaling improved profit expectations and reinforcing the view that earnings may continue to trend higher. Disney analyst estimate raise
• Positive Sentiment: Another recent note highlighted Disney as a potential deep-value opportunity, with Guggenheim reiterating a Buy rating and lifting its price target to $120, which can help investor confidence in the stock. Disney deep value article
• Neutral Sentiment: Several stories focused on Disney parks and branded content, including Walt Disney World travel pieces, a behind-the-scenes Imagineering feature, and an upcoming streaming release of Avatar: Fire and Ash; these reinforce brand strength but are not clear near-term stock catalysts.
• Negative Sentiment: Investor commentary on recent share-price weakness suggests some market participants remain cautious, citing broader headwinds despite Disney’s attractive valuation and improving fundamentals. Disney share price weakness article

Wall Street Analysts Forecast Growth

Several brokerages recently commented on DIS. Barclays upped their price target on shares of Walt Disney from $130.00 to $135.00 and gave the company an “overweight” rating in a research report on Thursday, May 7th. Wells Fargo & Company reduced their price target on shares of Walt Disney from $148.00 to $146.00 and set an “overweight” rating for the company in a research report on Thursday, May 7th. Needham & Company LLC restated a “buy” rating and issued a $125.00 price target on shares of Walt Disney in a research report on Tuesday, March 31st. Guggenheim upped their price objective on shares of Walt Disney from $115.00 to $120.00 and gave the company a “buy” rating in a research note on Thursday, May 7th. Finally, Rosenblatt Securities upped their price objective on shares of Walt Disney from $121.00 to $126.00 and gave the company a “buy” rating in a research note on Friday, June 5th. One investment analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $133.71.

Walt Disney Stock Up 1.8%

Walt Disney stock opened at $100.38 on Friday. The firm has a market cap of $174.31 billion, a PE ratio of 16.03, a P/E/G ratio of 1.29 and a beta of 1.39. The company has a debt-to-equity ratio of 0.33, a quick ratio of 0.62 and a current ratio of 0.68. The firm’s 50 day moving average price is $102.21 and its two-hundred day moving average price is $105.26. The Walt Disney Company has a twelve month low of $92.18 and a twelve month high of $124.69.

Walt Disney (NYSE:DIS) last released its quarterly earnings data on Wednesday, May 6th. The entertainment giant reported $1.57 earnings per share for the quarter, beating the consensus estimate of $1.49 by $0.08. The firm had revenue of $25.17 billion for the quarter, compared to analyst estimates of $24.87 billion. Walt Disney had a net margin of 11.54% and a return on equity of 8.92%. The company’s revenue for the quarter was up 6.5% compared to the same quarter last year. During the same quarter in the prior year, the business earned $1.45 EPS. Walt Disney has set its FY 2026 guidance at 6.640-6.640 EPS. On average, research analysts predict that The Walt Disney Company will post 6.85 EPS for the current fiscal year.

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.