Barclays Boosts Walt Disney (NYSE:DIS) Price Target to $115.00

Walt Disney (NYSE:DIS) had its target price lifted by research analysts at Barclays from $110.00 to $115.00 in a research note issued to investors on Thursday,Benzinga reports. The firm currently has an “overweight” rating on the entertainment giant’s stock. Barclays‘s target price would suggest a potential upside of 9.61% from the company’s previous close.

A number of other analysts have also commented on the company. Phillip Securities raised Walt Disney from a “moderate buy” rating to a “strong-buy” rating in a research report on Monday, May 11th. Truist Financial set a $115.00 target price on Walt Disney in a report on Monday. Rosenblatt Securities restated a “buy” rating and set a $126.00 price target on shares of Walt Disney in a research note on Thursday. Wells Fargo & Company lowered their price objective on shares of Walt Disney from $146.00 to $125.00 and set an “overweight” rating on the stock in a report on Monday, July 13th. Finally, Citigroup dropped their target price on Walt Disney from $145.00 to $135.00 and set a “buy” rating on the stock in a report on Wednesday, July 29th. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating, five have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, Walt Disney presently has an average rating of “Moderate Buy” and a consensus target price of $128.61.

Walt Disney Stock Performance

NYSE DIS opened at $104.92 on Thursday. Walt Disney has a fifty-two week low of $92.18 and a fifty-two week high of $119.78. The stock has a market cap of $181.16 billion, a PE ratio of 21.63, a PEG ratio of 1.35 and a beta of 1.39. The company has a debt-to-equity ratio of 0.32, a quick ratio of 0.62 and a current ratio of 0.71. The firm’s fifty day moving average price is $98.93 and its two-hundred day moving average price is $101.91.

Walt Disney (NYSE:DIS) last announced its earnings results on Wednesday, August 5th. The entertainment giant reported $2.06 EPS for the quarter, topping the consensus estimate of $1.86 by $0.20. Walt Disney had a return on equity of 9.90% and a net margin of 8.70%.The firm had revenue of $25.25 billion for the quarter, compared to the consensus estimate of $25.39 billion. During the same period in the previous year, the business earned $1.61 EPS. The business’s quarterly revenue was up 6.8% compared to the same quarter last year. Walt Disney has set its FY 2026 guidance at 6.642-6.642 EPS. On average, equities analysts expect that Walt Disney will post 6.95 EPS for the current fiscal year.

Institutional Investors Weigh In On Walt Disney

Hedge funds and other institutional investors have recently modified their holdings of the stock. Vanguard Group Inc. grew its stake in Walt Disney by 0.8% during the fourth quarter. Vanguard Group Inc. now owns 159,342,154 shares of the entertainment giant’s stock valued at $18,128,357,000 after acquiring an additional 1,220,207 shares in the last quarter. State Street Corp grew its holdings in Walt Disney by 2.3% in the 4th quarter. State Street Corp now owns 83,873,646 shares of the entertainment giant’s stock worth $9,604,567,000 after acquiring an additional 1,853,897 shares during the last quarter. Geode Capital Management LLC increased its position in shares of Walt Disney by 3.5% in the fourth quarter. Geode Capital Management LLC now owns 40,588,604 shares of the entertainment giant’s stock valued at $4,597,804,000 after acquiring an additional 1,361,888 shares during the period. J. Stern & Co. LLP increased its position in shares of Walt Disney by 9,060.1% in the fourth quarter. J. Stern & Co. LLP now owns 38,135,363 shares of the entertainment giant’s stock valued at $4,338,660,000 after acquiring an additional 37,719,041 shares during the period. Finally, Norges Bank bought a new position in shares of Walt Disney during the fourth quarter valued at about $2,388,278,000. 65.71% of the stock is currently owned by institutional investors.

Walt Disney News Summary

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

• Positive Sentiment: Analysts raise targets and reaffirm Buy ratings. Wells Fargo lifted its target to $132, Argus set a $134 target, and Barclays raised its target to $115 while maintaining an Overweight rating. Other firms, including Benchmark, Guggenheim, Rosenblatt and Needham, also reiterated bullish views. Are Wall Street Analysts Bullish on Walt Disney Stock?
• Positive Sentiment: Streaming momentum is improving. Disney’s streaming business delivered sharply higher profits, while Warner Bros. Discovery said the Disney+, Hulu and Max bundle is reducing churn and improving subscriber growth. Disney also plans to expand Disney+ into a broader ecosystem involving games, merchandise and interactive experiences. Warner Bros. Discovery Says Disney Bundle Is Delivering
• Positive Sentiment: Management strengthened its shareholder-return outlook. Disney reaffirmed its earnings-growth guidance and increased planned share repurchases to at least $9 billion, supporting per-share earnings and signaling confidence in future cash generation. Disney Q3 Earnings Call Highlights Parks and Streaming Growth
• Positive Sentiment: ESPN’s NFL strategy is gaining traction. Disney has already sold out advertising inventory for Super Bowl LXI, which ESPN will broadcast in 2027, highlighting strong demand for premium sports advertising.
• Neutral Sentiment: The TikTok partnership could expand Disney’s reach. Allowing creators to use Disney characters and distribute short-form videos on TikTok and Disney+ may deepen engagement, although the deal’s direct financial impact remains uncertain. Disney and TikTok Strike Short-Form Video-Sharing Deal
• Negative Sentiment: Revenue slightly missed expectations. Quarterly revenue of roughly $25.2 billion came in below the approximately $25.4 billion consensus forecast. Investors also remain cautious because DIS has underperformed the broader market and remains well below its 12-month high.
• Negative Sentiment: Growth concerns have not disappeared. A potential free, ad-supported streaming tier could broaden Disney’s audience but may pressure average revenue per user and increase execution risk. Some investors also question whether recent gains from blockbuster content and theme parks can be sustained.

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.