Fortis Capital Management LLC Has $855,000 Holdings in The Walt Disney Company $DIS

Fortis Capital Management LLC lessened its holdings in shares of The Walt Disney Company (NYSE:DIS) by 77.6% during the 1st quarter, HoldingsChannel reports. The fund owned 8,874 shares of the entertainment giant’s stock after selling 30,820 shares during the period. Fortis Capital Management LLC’s holdings in Walt Disney were worth $855,000 as of its most recent SEC filing.

A number of other large investors also recently made changes to their positions in DIS. Swiss RE Ltd. acquired a new stake in shares of Walt Disney during the fourth quarter worth approximately $25,000. Curio Wealth LLC grew its position in Walt Disney by 110.4% during the fourth quarter. Curio Wealth LLC now owns 223 shares of the entertainment giant’s stock valued at $26,000 after purchasing an additional 117 shares in the last quarter. Osbon Capital Management LLC acquired a new position in Walt Disney in the 4th quarter valued at approximately $26,000. Sfam LLC acquired a new position in Walt Disney in the 4th quarter valued at approximately $26,000. Finally, Greenline Wealth Management LLC purchased a new stake in Walt Disney in the 4th quarter worth approximately $26,000. Institutional investors and hedge funds own 65.71% of the company’s stock.

Analyst Ratings Changes

A number of brokerages have issued reports on DIS. Raymond James Financial decreased their target price on shares of Walt Disney from $119.00 to $111.00 and set an “outperform” rating for the company in a research note on Thursday, July 2nd. Rosenblatt Securities reaffirmed a “buy” rating and issued a $126.00 price target on shares of Walt Disney in a research note on Tuesday, July 7th. Phillip Securities upgraded Walt Disney from a “moderate buy” rating to a “strong-buy” rating in a report on Monday, May 11th. Barclays reduced their price objective on Walt Disney from $135.00 to $110.00 and set an “overweight” rating for the company in a research report on Tuesday, July 14th. Finally, JPMorgan Chase & Co. boosted their target price on Walt Disney from $139.00 to $140.00 and gave the company an “overweight” rating in a research note on Tuesday, June 30th. One analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, five have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $129.00.

Walt Disney Price Performance

Shares of NYSE:DIS opened at $96.12 on Wednesday. The Walt Disney Company has a fifty-two week low of $92.18 and a fifty-two week high of $123.40. The business has a 50-day moving average of $100.30 and a two-hundred day moving average of $103.22. The stock has a market capitalization of $166.91 billion, a P/E ratio of 15.35, a P/E/G ratio of 1.21 and a beta of 1.39. The company has a debt-to-equity ratio of 0.33, a current ratio of 0.68 and a quick ratio of 0.62.

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

More Walt Disney News

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

• Positive Sentiment: Disney announced a multiyear partnership with Kraft Heinz that will bring branded food and products into Disney theme parks, cruise ships, streaming, and consumer products. Investors may see this as a low-risk way to deepen brand engagement and generate incremental revenue. Disney and Kraft Heinz ink multiyear partnership
• Positive Sentiment: Analysts are heading into Disney’s earnings with expectations that Experiences and Entertainment remain strong, with UBS and other previews suggesting Disney could beat third-quarter estimates if parks and streaming margins hold up. What You Need To Know Ahead of Walt Disney’s Earnings Release
• Positive Sentiment: Disney’s upcoming content slate is still drawing attention, including a new premium theatrical format tied to Avengers: Doomsday, which could support box office and franchise monetization. Avengers can’t get an IMAX screen this December, so Disney invented its own premium format to fight back
• Neutral Sentiment: Several reports noted Disney is streamlining parts of its business, with layoffs affecting Pixar, ESPN, and other divisions. While this can improve cost efficiency, it also signals continued restructuring pressure. New Disney Layoffs Hit Pixar, ESPN and Other Divisions in Streamlining
• Neutral Sentiment: Disney’s next earnings release is the main near-term event, and investors are waiting to see whether theme parks, streaming profitability, and guidance updates justify a stronger valuation. What You Need To Know Ahead of Walt Disney’s Earnings Release

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.