NTV Asset Management 13F: Adds $507K to DIS Stake

NTV Asset Management increased its holdings in The Walt Disney Company NYSE: DIS by 38.1%, according to a Form 13F filed with the SEC on October 23, 2026. The filing reveals the firm bought an additional 4,830 shares during the period, bringing its total ownership to 17,505 shares. The stake was valued at approximately $1.84 million at the close of the quarter.

DIS The Walt Disney Company

$112.82 ▲ +1.64% year to date

1M 3M YTD

Daily close · Oct 23, 2026

What Changed in NTV Asset Management's The Walt Disney Company Position

NTV Asset Management lifted its stake in the entertainment company by 4,830 shares, growing its position 38.1% from 12,675 shares up to 17,505 shares. The reported value of the holding reached $1,836,275 based on the position's valuation at the time of the filing.

Other Institutional Activity in The Walt Disney Company

Other large investors adjusted their positions in the media company as well. Kepler Cheuvreux (Suisse) grew its holdings by 61,097 shares, ending with 69,374 shares worth about $7.28 million. Charles Schwab Trust picked up a new holding of 5,136 shares valued at roughly $538,766. Assenagon Asset Management S.A. raised its stake by 1,999,653 shares to finish with 2,085,351 shares worth about $218.75 million. National Pension Service lifted its holdings by 86,756 shares to hold 4,233,259 shares valued at roughly $439.79 million. Sepio Capital reduced its position by 10,409 shares, leaving it with 22,479 shares worth about $2.36 million.

The Walt Disney Company Stock Up 0.6%

The stock recently traded around $112.50 as of October 24, 2026, sitting close to its event-day close of $112.52 on October 23, 2026. Shares have traded between a 52-week low of $92.19 and a high of $117.09.

Recent Earnings

The company generates trailing twelve-month revenue of $98.86 billion with an EPS of $4.85. Investors look ahead to the next earnings report scheduled for November 17, 2026.

Dividend

The company pays an annual dividend rate of $1.50 per share with a dividend yield of 1.33%.

Insider Buying and Selling at The Walt Disney Company

Company insiders executed several stock sales prior to the filing. Officer Paul M. Roeder sold 3,596 shares on August 19, 2026, at an average price of $106.32 for a total of $382,327. Officer Brent A. Woodford sold 3,618 shares on September 1, 2026, at $107.13 for $387,596. Later, on October 16, 2026, Brent Woodford sold 2,856 shares under a pre-arranged rule 10b5-1 plan at $111.68 for $318,958, while Brent A. Woodford also disposed of 2,856 shares on the same date at $111.68 for $318,958.

Analysts Set New Price Targets

Wall Street firms updated their views on the stock ahead of the filing. On August 6, 2026, Wells Fargo maintained an overweight rating and raised its target from $125.00 to $132.00. Guggenheim reiterated a buy rating with a $120.00 target on September 28, 2026. Raymond James maintained an outperform rating on October 5, 2026, adjusting its target from $120.00 to $119.00. Needham reiterated a buy rating with a $125.00 target on October 9, 2026. Citigroup maintained a buy rating on October 16, 2026, lifting its target from $135.00 to $140.00. The stock currently holds a consensus strong buy rating from 32 analysts with a mean target price of $126.58.

About The Walt Disney Company

The Walt Disney Company operates as a major entertainment enterprise with operations spanning across the Americas, Europe, and the Asia Pacific region. The business manages its diverse media and leisure operations through three primary divisions covering entertainment content, sports broadcasting, and theme park experiences.

Bottom Line

NTV Asset Management's increased stake reflects ongoing portfolio adjustments by institutional investors in the media sector. Market participants will watch the upcoming earnings release on November 17, 2026, for further details on financial performance and segment growth.