Mickey Gets Richer: Disney Stock on the Rise

Snack-Sized Version:

Quantinno Capital Management increased its stake in Disney by 29.8% during Q4, showing renewed confidence in the entertainment powerhouse. The fund now holds over 154,000 shares valued at $17.2 million, reflecting a strong institutional interest. They weren’t alone—multiple hedge funds also joined the Disney parade, adding stakes like Disney fans snagging popcorn buckets. Analysts followed with enthusiasm, hiking price targets as high as Cinderella’s Castle, most landing in the $110–$125 range. Six analysts held steady, seventeen hollered “Buy,” and two declared it a “Strong Buy,” giving the stock a “Moderate Buy” consensus. Meanwhile, EVP Brent Woodford sold off 1,000 shares, a minor blip in an otherwise bullish narrative. The company beat earnings estimates with a $1.45 EPS and a 7% revenue increase, thrilling investors and analysts alike. Disney’s stock continues to gain altitude, showing resilience, confidence, and just a dash of that classic mouse magic.

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Quantinno Capital Management significantly increased its holdings in Disney during the fourth quarter, boosting its position by nearly 30%. The fund now owns over 154,000 shares valued at $17.2 million, signaling strong belief in the company’s future prospects. They weren’t the only ones charmed by Mickey’s magic—other investment firms like Tacita Capital and Midwest Capital Advisors also bought in, with some picking up shares for as little as $28,000. These purchases reflect a broader trend among institutional investors, who now collectively own about 65.7% of Disney’s stock.

Analyst sentiment toward Disney has also shifted upward. Several major firms, including Morgan Stanley and Loop Capital, raised their price targets on the stock, with the average landing around $123.54. This enthusiasm stems from Disney’s recent earnings report, which outperformed expectations. The company posted an earnings per share of $1.45, beating the consensus by $0.24. Revenue also came in strong at $23.62 billion, up 7% from the same period last year. Clearly, Disney is showing it can do more than just animate talking animals—it can beat Wall Street estimates too.

Meanwhile, insider activity generated some buzz when EVP Brent Woodford sold 1,000 shares, trimming his holdings slightly. Although the move raised a few eyebrows, it amounted to only a small portion of his overall stake. Insiders still hold a minimal 0.16% of Disney’s stock, meaning most of the control remains in the hands of larger institutional investors.

With stock trading at $113.26 and analysts continuing to issue “Buy” ratings like fast passes at a theme park, Disney appears to be riding a wave of momentum. Improved financial performance, renewed investor interest, and bullish analyst projections suggest that the House of Mouse may be prepping for another box office-level breakout—this time on Wall Street.