Seaport Res Ptn Increases Earnings Estimates for Walt Disney

The Walt Disney Company (NYSE:DIS) – Analysts at Seaport Res Ptn boosted their Q1 2026 earnings per share (EPS) estimates for shares of Walt Disney in a research note issued to investors on Wednesday, August 6th. Seaport Res Ptn analyst D. Joyce now forecasts that the entertainment giant will post earnings per share of $1.83 for the quarter, up from their previous forecast of $1.76. The consensus estimate for Walt Disney’s current full-year earnings is $5.47 per share. Seaport Res Ptn also issued estimates for Walt Disney’s Q2 2026 earnings at $1.76 EPS.

Walt Disney (NYSE:DIS) last released its quarterly earnings results on Wednesday, August 6th. The entertainment giant reported $1.61 earnings per share for the quarter, beating analysts’ consensus estimates of $1.45 by $0.16. Walt Disney had a return on equity of 9.67% and a net margin of 12.22%. The firm had revenue of $23.65 billion during the quarter, compared to analysts’ expectations of $23.69 billion. During the same period last year, the firm posted $1.39 EPS. The business’s revenue was up 2.1% on a year-over-year basis.

A number of other equities research analysts have also recently weighed in on the company. Rosenblatt Securities raised their price target on Walt Disney from $135.00 to $140.00 and gave the company a “buy” rating in a report on Tuesday, June 3rd. Needham & Company LLC reaffirmed a “buy” rating and set a $125.00 price target on shares of Walt Disney in a report on Thursday. Guggenheim raised their price target on Walt Disney from $120.00 to $140.00 and gave the company a “buy” rating in a report on Friday, June 27th. Loop Capital raised their price target on Walt Disney from $125.00 to $130.00 and gave the company a “buy” rating in a report on Tuesday, June 10th. Finally, JPMorgan Chase & Co. lifted their target price on Walt Disney from $130.00 to $138.00 and gave the company an “overweight” rating in a research note on Tuesday, July 29th. Five investment analysts have rated the stock with a hold rating, nineteen have given a buy rating and one has issued a strong buy rating to the stock. Based on data from MarketBeat, Walt Disney has an average rating of “Moderate Buy” and an average target price of $131.14.

Walt Disney Trading Down 0.4%

DIS stock opened at $112.40 on Friday. The business has a fifty day moving average price of $119.16 and a 200 day moving average price of $108.00. Walt Disney has a fifty-two week low of $80.10 and a fifty-two week high of $124.69. The stock has a market capitalization of $202.07 billion, a price-to-earnings ratio of 17.62, a P/E/G ratio of 1.62 and a beta of 1.56. The company has a debt-to-equity ratio of 0.32, a current ratio of 0.72 and a quick ratio of 0.61.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently added to or reduced their stakes in the business. MJT & Associates Financial Advisory Group Inc. acquired a new position in Walt Disney in the first quarter valued at about $26,000. DiNuzzo Private Wealth Inc. lifted its holdings in shares of Walt Disney by 82.5% in the second quarter. DiNuzzo Private Wealth Inc. now owns 208 shares of the entertainment giant’s stock valued at $26,000 after purchasing an additional 94 shares in the last quarter. Mpwm Advisory Solutions LLC bought a new stake in shares of Walt Disney in the fourth quarter valued at about $27,000. Kessler Investment Group LLC lifted its holdings in shares of Walt Disney by 274.0% in the first quarter. Kessler Investment Group LLC now owns 273 shares of the entertainment giant’s stock valued at $27,000 after purchasing an additional 200 shares in the last quarter. Finally, Copia Wealth Management bought a new stake in shares of Walt Disney in the fourth quarter valued at about $36,000. 65.71% of the stock is owned by institutional investors and hedge funds.

Insider Transactions at Walt Disney

In other Walt Disney news, EVP Brent Woodford sold 1,000 shares of the business’s stock in a transaction dated Tuesday, May 13th. The stock was sold at an average price of $110.84, for a total value of $110,840.00. Following the completion of the transaction, the executive vice president directly owned 46,831 shares of the company’s stock, valued at approximately $5,190,748.04. The trade was a 2.09% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Insiders own 0.16% of the company’s stock.

About Walt Disney

The Walt Disney Company operates as an entertainment company worldwide. It operates through three segments: Entertainment, Sports, and Experiences. The company produces and distributes film and television video streaming content under the ABC Television Network, Disney, Freeform, FX, Fox, National Geographic, and Star brand television channels, as well as ABC television stations and A+E television networks; and produces original content under the ABC Signature, Disney Branded Television, FX Productions, Lucasfilm, Marvel, National Geographic Studios, Pixar, Searchlight Pictures, Twentieth Century Studios, 20th Television, and Walt Disney Pictures banners.