Fonville Wealth Picks Up Fresh Disney Stake

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Fonville Wealth Management LLC bought 2,412 shares of Walt Disney, adding about $237,000 to its portfolio in Q1. Other institutional investors also increased their Disney holdings, signaling confidence in the entertainment giant’s growth. Analysts have showered Disney with upgrades, with many setting bullish price targets between $120 and $144. Disney’s recent earnings beat expectations, posting $1.45 per share on $23.62 billion in revenue. Meanwhile, insider activity remains steady, and Disney’s stock performance continues to hover near its yearly high of $124.69. Investors appear to believe Mickey still has a few magical tricks up his sleeve.

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Fonville Wealth Management LLC recently acquired 2,412 shares of Walt Disney in the first quarter, investing roughly $237,000 into the entertainment powerhouse. This move highlights growing institutional confidence in Disney’s prospects. They joined a long list of major players, including Geode Capital, Northern Trust, and Norges Bank, who also boosted their positions in Disney recently. The company now has about 66% of its shares owned by hedge funds and other institutional investors. If nothing else, that’s a clear sign Wall Street still sees plenty of magic left in Disney’s kingdom.

Analysts seem equally charmed by the company’s trajectory. Several firms upgraded their ratings on Disney, with Citigroup, Morgan Stanley, Jefferies, and Guggenheim raising price targets to as high as $144. The consensus rating sits comfortably at a “Moderate Buy,” with an average target around $127. This is a testament to investor faith despite the competitive streaming wars and evolving media landscape.

Disney’s own performance metrics are doing their part to keep investors happy. The company recently reported earnings of $1.45 per share, blowing past estimates of $1.21. Quarterly revenue jumped to $23.62 billion, a 7% increase over last year, showing the company’s diversified portfolio—theme parks, streaming, and studios—still prints money. Insider activity has remained modest, with just a minor sale from EVP Brent Woodford. Yet, it shows no signs of panic, more like typical executive housekeeping.

As for the stock, Disney’s shares have been trading near the upper end of their 12-month range, closing at $119.82 recently. That’s not quite the fairy tale high of $124.69, but still a healthy climb from the $80.10 low. Investors clearly believe in the company’s ability to adapt and thrive, and analysts’ bullish outlook suggests the magic might not just be nostalgia—it could be foresight. Expect Disney to remain in the spotlight as it continues to enchant investors and audiences alike.