Elevation Point Wealth Partners LLC Has $11.93 Million Holdings in The Walt Disney Company $DIS

Elevation Point Wealth Partners LLC grew its holdings in The Walt Disney Company (NYSE:DIS) by 840.6% in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 123,815 shares of the entertainment giant’s stock after buying an additional 110,652 shares during the period. Elevation Point Wealth Partners LLC’s holdings in Walt Disney were worth $11,933,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Franklin Resources Inc. grew its stake in 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 buying an additional 1,924,200 shares during the last quarter. Aviva PLC lifted its position in Walt Disney by 5.5% during the fourth quarter. Aviva PLC now owns 1,516,177 shares of the entertainment giant’s stock worth $172,495,000 after acquiring an additional 78,914 shares during the last quarter. World Investment Advisors boosted its holdings in shares of Walt Disney by 18.8% during the fourth quarter. World Investment Advisors now owns 96,476 shares of the entertainment giant’s stock worth $10,976,000 after acquiring an additional 15,243 shares during the period. Xponance LLC grew its position in shares of Walt Disney by 7.5% in the fourth quarter. Xponance LLC now owns 291,158 shares of the entertainment giant’s stock valued at $33,125,000 after purchasing an additional 20,266 shares during the last quarter. Finally, Park Avenue Securities LLC grew its position in shares of Walt Disney by 23.1% in the fourth quarter. Park Avenue Securities LLC now owns 61,677 shares of the entertainment giant’s stock valued at $7,016,000 after purchasing an additional 11,570 shares during the last quarter. 65.71% of the stock is currently owned by institutional investors.

Walt Disney Stock Performance

NYSE:DIS opened at $99.42 on Friday. The company has a market cap of $172.65 billion, a price-to-earnings ratio of 15.88, a PEG ratio of 1.20 and a beta of 1.39. The Walt Disney Company has a fifty-two week low of $92.18 and a fifty-two week high of $124.61. 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 stock has a fifty day moving average price of $102.18 and a 200-day moving average price of $104.66.

Walt Disney (NYSE:DIS) last posted its quarterly earnings results on Wednesday, May 6th. The entertainment giant reported $1.57 EPS for the quarter, beating analysts’ consensus estimates of $1.49 by $0.08. Walt Disney had a return on equity of 8.92% and a net margin of 11.54%.The business had revenue of $25.17 billion during the quarter, compared to the consensus estimate of $24.87 billion. During the same quarter in the previous year, the firm earned $1.45 earnings per share. Walt Disney’s revenue for the quarter was up 6.5% compared to the same quarter last year. Walt Disney has set its FY 2026 guidance at 6.640-6.640 EPS. As a group, equities analysts anticipate that The Walt Disney Company will post 6.86 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

Several analysts recently weighed in on DIS shares. Phillip Securities raised Walt Disney from a “moderate buy” rating to a “strong-buy” rating in a report on Monday, May 11th. Citigroup lifted their target price on Walt Disney from $135.00 to $145.00 and gave the stock a “buy” rating in a report on Friday, May 8th. Weiss Ratings cut shares of Walt Disney from a “hold (c+)” rating to a “hold (c)” rating in a research report on Thursday, June 11th. Wells Fargo & Company dropped their price objective on shares of Walt Disney from $148.00 to $146.00 and set an “overweight” rating for the company in a research note on Thursday, May 7th. Finally, Wolfe Research set a $131.00 price objective on shares of Walt Disney in a report on Tuesday. One analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $133.33.

Key Stories Impacting Walt Disney

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

• Positive Sentiment: Erste Group slightly raised its FY2026 earnings estimate for Disney, reinforcing expectations for solid profit growth. Erste Group estimate update
• Positive Sentiment: Raymond James kept an outperform rating on Disney despite lowering its price target, signaling continued confidence in the stock’s longer-term upside. Raymond James price target update
• Positive Sentiment: Disney is adding fresh Disney+ content and expanding its JioStar India joint venture, both of which could support subscriber engagement and international growth. Disney streaming/content and JV news
• Neutral Sentiment: Disney-related promotional and community stories, including park events and special screenings, are supportive of the brand but unlikely to materially move the stock on their own. Disney JioStar JV article
• Neutral Sentiment: A report that Disney stock has been labeled a strong value stock by Zacks may help sentiment, but it is more of a valuation call than a near-term catalyst. Zacks value stock article
• Negative Sentiment: Disney agreed to a $50 million settlement tied to live TV streaming pricing claims, adding legal and financial overhang even if the dollar amount is manageable. Disney settlement article
• Negative Sentiment: Recent reports of a fire inside the “It’s a Small World” ride and ride shutdown at a Disney park create short-term operational and reputational noise, though they do not appear to be a major fundamental issue. Disney ride fire article

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.