Munich Reinsurance bought $2.86M in Disney shares, boosting ownership to 65.71%, as Disney beat earnings estimates with $25.98B in revenue.

In March 2026, Munich Reinsurance acquired 24,961 Disney shares worth $2.86 million, boosting institutional ownership to 65.71%. Disney reported strong Q4 earnings of $1.63 EPS, exceeding estimates by $0.06, with $25.98 billion in revenue, a 5.2% year-over-year increase. The stock traded at $101.57, below its 50-day and 200-day moving averages, with a consensus "Moderate Buy" rating and a $135.80 price target. Recent initiatives include a free dining plan for Disney Visa cardholders, the launch of the Disney Adventure cruise in Singapore, and a $60 million Avengers Campus expansion. While Pixar’s Hoppers leverages viral trends for potential revenue, leadership transition from Bob Iger to Josh D’Amaro and a $9.25 billion credit facility have sparked mixed investor sentiment amid ongoing operational challenges.