6,172 Shares in The Walt Disney Company $DIS Acquired by Whalen Wealth Management Inc.

Whalen Wealth Management Inc. bought a new stake in The Walt Disney Company (NYSE:DIS) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm bought 6,172 shares of the entertainment giant’s stock, valued at approximately $702,000.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Copeland Capital Management LLC purchased a new position in shares of Walt Disney during the third quarter worth $25,000. Strengthening Families & Communities LLC purchased a new stake in shares of Walt Disney in the 3rd quarter valued at $29,000. JPL Wealth Management LLC acquired a new position in Walt Disney during the 3rd quarter worth about $30,000. Pilgrim Partners Asia Pte Ltd acquired a new position in Walt Disney during the 3rd quarter worth about $33,000. Finally, Bare Financial Services Inc boosted its holdings in Walt Disney by 48.5% during the 3rd quarter. Bare Financial Services Inc now owns 291 shares of the entertainment giant’s stock valued at $33,000 after acquiring an additional 95 shares during the period. Hedge funds and other institutional investors own 65.71% of the company’s stock.

Key Walt Disney News

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

• Positive Sentiment: Raymond James upgraded DIS to “Outperform,” giving the stock a near‑term boost from a respected shop citing confidence in Disney’s execution. Raymond James Financial Upgrades Walt Disney (NYSE:DIS) to “Outperform”
• Positive Sentiment: Needham reiterated a “Buy” rating, reinforcing analyst support and helping offset some recent negative headlines. Needham & Company LLC Reiterates “Buy” Rating for Walt Disney (NYSE:DIS)
• Positive Sentiment: Industry coverage notes parks & experiences could see a boom this year (attendance recovery, pricing power, and targeted promotions such as Disney+ subscriber hotel deals), supporting near‑term revenue visibility. Why Disney’s parks business could boom this year despite economic turbulence and the Iran war
• Neutral Sentiment: Sectors trends show streaming revenue growth increasingly driven by price increases and ads rather than new subs — a positive for unit economics but a mixed subscriber story for Disney+. Price Hikes Driving U.S. Streaming Video Sales Growth, Not New Subscribers
• Neutral Sentiment: Disney is shifting its AI strategy after exiting its OpenAI investment and Sora efforts, signaling a reallocation of tech spend that is likely neutral near‑term but relevant for long‑term content/production efficiency. Disney’s OpenAI Investment Is Over. Here’s Where the Company Is Focusing Its Efforts in 2026.
• Negative Sentiment: Wells Fargo and Deutsche Bank trimmed price targets and some analysts have scaled back near‑term forecasts, keeping upside consensus below prior levels and pressuring sentiment. Wells Fargo Trims PT on The Walt Disney Company (DIS) Amid Softer Growth Narrative
• Negative Sentiment: Coverage questioning dividend safety after a reported ~$50M settlement and leadership change raises near‑term cash‑allocation concerns for income‑oriented investors. Is Disney’s Dividend Safe? A $50M Settlement and a New CEO Put It to the Test
• Negative Sentiment: Recent guest‑experience and operations stories — shuttle shutdowns, new entry rules and isolated legal/arrest incidents — could weigh on short‑term park sentiment and PR. DISNEY TRANSPORT TROUBLES: Shuttle Shutdown & New Rules Snarl Guest Access

Analyst Upgrades and Downgrades

DIS has been the topic of a number of recent research reports. Raymond James Financial upgraded shares of Walt Disney from a “market perform” rating to an “outperform” rating and set a $115.00 price target on the stock in a research note on Wednesday. Citigroup dropped their price objective on shares of Walt Disney from $145.00 to $140.00 and set a “buy” rating for the company in a report on Friday, January 16th. Jefferies Financial Group cut their target price on shares of Walt Disney from $136.00 to $132.00 and set a “buy” rating on the stock in a research note on Tuesday, February 3rd. Guggenheim reduced their target price on shares of Walt Disney from $140.00 to $115.00 and set a “buy” rating on the stock in a report on Wednesday, March 18th. Finally, TD Cowen reissued a “hold” rating and issued a $123.00 price target on shares of Walt Disney in a research report on Tuesday, February 3rd. Eighteen investment analysts have rated the stock with a Buy rating, five have given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, Walt Disney presently has an average rating of “Moderate Buy” and a consensus price target of $132.81.

Walt Disney Stock Performance

Shares of DIS opened at $96.69 on Friday. The Walt Disney Company has a 1 year low of $80.10 and a 1 year high of $124.69. The stock has a market capitalization of $171.28 billion, a PE ratio of 14.22, a PEG ratio of 1.35 and a beta of 1.44. The company has a debt-to-equity ratio of 0.31, a quick ratio of 0.61 and a current ratio of 0.67. The stock has a 50-day simple moving average of $102.96 and a 200-day simple moving average of $108.25.

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

Walt Disney 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.