The Walt Disney Company $DIS Shares Bought by Oregon Public Employees Retirement Fund

09 Jan 2026, 09:16 by Doug Wharley · The Cerbat Gem

Oregon Public Employees Retirement Fund lifted its stake in The Walt Disney Company (NYSE:DIS – Free Report) by 32.2% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 205,445 shares of the entertainment giant’s stock after purchasing an additional 50,043 shares during the period. Oregon Public Employees Retirement Fund’s holdings in Walt Disney were worth $23,523,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also made changes to their positions in the stock. Kingstone Capital Partners Texas LLC purchased a new position in Walt Disney in the second quarter valued at about $4,220,599,000. Wedge Capital Management L L P NC grew its holdings in shares of Walt Disney by 8,744.0% in the 2nd quarter. Wedge Capital Management L L P NC now owns 320,329 shares of the entertainment giant’s stock worth $39,724,000 after acquiring an additional 316,707 shares during the period. Border to Coast Pensions Partnership Ltd increased its stake in Walt Disney by 13.6% in the 2nd quarter. Border to Coast Pensions Partnership Ltd now owns 502,961 shares of the entertainment giant’s stock valued at $62,372,000 after purchasing an additional 60,353 shares in the last quarter. Chapin Davis Inc. raised its holdings in Walt Disney by 10.4% during the second quarter. Chapin Davis Inc. now owns 30,117 shares of the entertainment giant’s stock worth $3,735,000 after purchasing an additional 2,828 shares during the last quarter. Finally, Sterling Investment Counsel LLC boosted its position in Walt Disney by 130.5% during the third quarter. Sterling Investment Counsel LLC now owns 13,590 shares of the entertainment giant’s stock worth $1,556,000 after purchasing an additional 7,695 shares in the last quarter. Hedge funds and other institutional investors own 65.71% of the company’s stock.

Analyst Ratings Changes

Several research analysts have recently issued reports on DIS shares. Wall Street Zen downgraded Walt Disney from a “buy” rating to a “hold” rating in a research note on Friday, October 3rd. UBS Group restated a “buy” rating and set a $138.00 target price on shares of Walt Disney in a research report on Friday, November 14th. Cowen reiterated a “hold” rating on shares of Walt Disney in a research report on Friday, November 14th. Guggenheim reissued a “buy” rating and set a $140.00 price objective on shares of Walt Disney in a research note on Friday, November 14th. Finally, Wells Fargo & Company reduced their target price on Walt Disney from $159.00 to $152.00 and set an “overweight” rating on the stock in a research note on Friday, November 14th. Eighteen equities research analysts have rated the stock with a Buy rating, six have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, Walt Disney currently has a consensus rating of “Moderate Buy” and a consensus target price of $135.20.

Check Out Our Latest Stock Report on DIS

Walt Disney Stock Performance

NYSE:DIS opened at $114.18 on Friday. The company has a debt-to-equity ratio of 0.31, a current ratio of 0.71 and a quick ratio of 0.65. The firm has a market cap of $203.84 billion, a PE ratio of 16.64, a P/E/G ratio of 1.57 and a beta of 1.44. The firm has a 50 day simple moving average of $109.78 and a 200-day simple moving average of $114.25. The Walt Disney Company has a 1-year low of $80.10 and a 1-year high of $124.69.

Walt Disney (NYSE:DIS – Get Free Report) last released its earnings results on Thursday, November 13th. The entertainment giant reported $1.11 EPS for the quarter, topping the consensus estimate of $1.03 by $0.08. Walt Disney had a net margin of 13.14% and a return on equity of 9.37%. The firm had revenue of $22.46 billion during the quarter, compared to analysts’ expectations of $22.78 billion. During the same period in the previous year, the company earned $1.14 EPS. Walt Disney’s revenue for the quarter was down .5% on a year-over-year basis. On average, equities analysts expect that The Walt Disney Company will post 5.47 EPS for the current year.

Walt Disney Dividend Announcement

The firm also recently announced a dividend, which will be paid on Wednesday, July 22nd. Investors of record on Tuesday, June 30th will be given a dividend of $0.75 per share. The ex-dividend date is Tuesday, June 30th. This represents a yield of 139.0%. Walt Disney’s dividend payout ratio is 21.87%.

More Walt Disney News

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

Positive Sentiment: Bob Iger met with a top Chinese official in Beijing as Disney seeks to shore up relations and expand its footprint in China — a key market for parks, consumer products and content distribution that could support international revenue growth. Disney CEO meets top Chinese official
Positive Sentiment: Disney announced it will add short-form video to Disney+ in the U.S. this year to boost daily engagement and compete with TikTok/Reels — a product move that could lift retention, ad inventory and ARPU over time. Disney+ is launching short-form videos this year
Positive Sentiment: Walt Disney World is offering new Florida‑resident ticket discounts — a tactical pricing move that can boost local attendance and park cash flow in the near term as consumer demand remains a focus for parks profitability. Walt Disney World offers Florida resident discounts
Positive Sentiment: Jimmy Zasowski was promoted to president of platform distribution for Disney Entertainment and ESPN — a leadership change that could sharpen distribution strategy and monetization across platforms. Jimmy Zasowski promoted
Neutral Sentiment: Market coverage and social interest: recent pieces note DIS as a trending stock and report the shares have outperformed the broader market in the latest sessions — increased attention can amplify moves but doesn’t change fundamentals. Walt Disney (DIS) Outperforms Broader Market
Neutral Sentiment: Content and parks pipeline updates (live-action casting for Tangled, new rides and event weekends) support long‑term content refresh and parks demand but are incremental and timing-dependent for revenue impact. Tangled casting confirmed
Negative Sentiment: Earnings outlook: analysts expect Disney’s Q1 2025 profits to decline in the low double digits, signaling near-term margin pressure or softer content/park revenue trends that could weigh on the share multiple ahead of the report. What to Expect From Walt Disney’s Q1 2025 Earnings Report
Negative Sentiment: Reputational and legal risk: a reported choking death at a Disney restaurant has resulted in a lawsuit that could generate negative headlines and potential liabilities. Lawsuit after choking death at Disney restaurant

Walt Disney Profile

(Free Report)

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.