Rehmann Capital Advisory Group Acquires New Position in The Walt Disney Company $DIS

Rehmann Capital Advisory Group acquired a new stake in The Walt Disney Company (NYSE:DIS) during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund acquired 20,041 shares of the entertainment giant’s stock, valued at approximately $2,295,000.

A number of other large investors have also modified their holdings of the business. Nelson Capital Management LLC grew its holdings in Walt Disney by 4.4% during the third quarter. Nelson Capital Management LLC now owns 35,362 shares of the entertainment giant’s stock worth $4,049,000 after acquiring an additional 1,504 shares during the period. Johnson Financial Group Inc. boosted its position in shares of Walt Disney by 93.8% during the 3rd quarter. Johnson Financial Group Inc. now owns 2,959 shares of the entertainment giant’s stock worth $339,000 after purchasing an additional 1,432 shares in the last quarter. Martingale Asset Management L P increased its holdings in shares of Walt Disney by 35.2% in the 3rd quarter. Martingale Asset Management L P now owns 127,060 shares of the entertainment giant’s stock valued at $14,548,000 after purchasing an additional 33,113 shares in the last quarter. Acorns Advisers LLC increased its holdings in shares of Walt Disney by 10.0% in the 3rd quarter. Acorns Advisers LLC now owns 4,566 shares of the entertainment giant’s stock valued at $523,000 after purchasing an additional 414 shares in the last quarter. Finally, Keystone Financial Services lifted its stake in shares of Walt Disney by 11.5% in the third quarter. Keystone Financial Services now owns 1,820 shares of the entertainment giant’s stock valued at $208,000 after purchasing an additional 188 shares during the period. 65.71% of the stock is owned by hedge funds and other institutional investors.

Key Stories Impacting Walt Disney

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

• Positive Sentiment: Disney named Paul Roeder — a 25-year studio and DTC communications veteran — as Senior EVP & Chief Communications Officer reporting to incoming CEO Josh D’Amaro; the appointment signals continuity in messaging ahead of the CEO transition and shareholder meeting. Paul Roeder Named Chief Communications Officer (Business Wire)
• Positive Sentiment: Walt Disney World set reopening dates for major rides (revamped Buzz Lightyear and Big Thunder Mountain) and announced new family experiences and summer promotions — moves that should support park visitation and spending in the near term. Walt Disney World announces reopening dates for Buzz Lightyear, Big Thunder Mountain (WPXI)
• Positive Sentiment: Content and live-sports initiatives continue to be catalysts: Disney is expanding its sports footprint (including a recent NFL deal noted by analysts) and has new series (Star Wars) coming to Disney+ — both support upside in streaming subs and ad/membership revenue over time. Walt Disney Stock Looks Cheap. But Is It a Buy? (The Motley Fool)
• Neutral Sentiment: Disney announced a broader leadership reshuffle across parks, cruises and resorts as Josh D’Amaro prepares to take the CEO role; this could be strategic realignment but carries short-term execution risk. Disney Announces Leadership Shakeup (TravelPulse)
• Neutral Sentiment: Annual shareholder meeting will be webcast on March 18 — a forum where management may give forward guidance and updates tied to the CEO transition and strategy. Annual Meeting Webcast (Business Wire)
• Neutral Sentiment: New content release dates (e.g., a Star Wars series debut) keep the streaming pipeline active but impact is incremental until subscriber/ad metrics follow. Star Wars Series Release Date (Collider)
• Negative Sentiment: Industry ad dynamics remain a headwind: YouTube’s ad revenue outpaced Disney’s ad take in 2025, highlighting competitive pressure on Disney’s advertising and distribution monetization. YouTube Out Earns Disney on Ad Revenue (MSN)

Analyst Upgrades and Downgrades

A number of research analysts have issued reports on DIS shares. Wells Fargo & Company dropped their target price on shares of Walt Disney from $152.00 to $150.00 and set an “overweight” rating for the company in a report on Tuesday, February 3rd. Phillip Securities raised Walt Disney to a “moderate buy” rating in a report on Monday, January 12th. TD Cowen reiterated a “hold” rating and set a $123.00 target price on shares of Walt Disney in a research report on Tuesday, February 3rd. Morgan Stanley assumed coverage on Walt Disney in a research report on Tuesday, February 3rd. They issued an “overweight” rating and a $135.00 price target for the company. Finally, The Goldman Sachs Group reaffirmed a “buy” rating and set a $151.00 price target on shares of Walt Disney in a research note on Monday, February 2nd. Seventeen investment analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, Walt Disney has a consensus rating of “Moderate Buy” and a consensus price target of $135.80.

Walt Disney Price Performance

Shares of Walt Disney stock traded up $0.87 during trading on Friday, hitting $100.30. 874,226 shares of the company were exchanged, compared to its average volume of 11,571,186. The Walt Disney Company has a fifty-two week low of $80.10 and a fifty-two week high of $124.69. The company has a quick ratio of 0.61, a current ratio of 0.67 and a debt-to-equity ratio of 0.31. The firm has a 50 day moving average price of $108.01 and a 200 day moving average price of $110.52. The stock has a market capitalization of $177.68 billion, a price-to-earnings ratio of 14.73, a P/E/G ratio of 1.37 and a beta of 1.42.

Walt Disney (NYSE:DIS) last released its quarterly earnings results on Monday, February 2nd. The entertainment giant reported $1.63 earnings per share for the quarter, topping the consensus estimate of $1.57 by $0.06. Walt Disney had a return on equity of 8.90% and a net margin of 12.80%.The company had revenue of $25.98 billion during the quarter, compared to the consensus estimate of $25.54 billion. During the same quarter last year, the business posted $1.40 earnings per share. Walt Disney’s revenue was up 5.2% compared to the same quarter last year. On average, equities analysts expect that The Walt Disney Company will post 5.47 earnings per share for the current fiscal year.

Walt Disney Company Profile

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.

On the content side, Disney produces and distributes feature films and television programming through a portfolio of studios and labels that includes Walt Disney Pictures, Pixar, Marvel Studios, Lucasfilm and 20th Century Studios, along with broadcast and cable networks such as ABC, FX and National Geographic.