Wealthcare Advisory Partners LLC Has $5.92 Million Stock Position in The Walt Disney Company $DIS

Wealthcare Advisory Partners LLC increased its stake in shares of The Walt Disney Company (NYSE:DIS) by 118.7% during the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 51,998 shares of the entertainment giant’s stock after acquiring an additional 28,226 shares during the period. Wealthcare Advisory Partners LLC’s holdings in Walt Disney were worth $5,916,000 as of its most recent filing with the SEC.

Several other large investors have also recently bought and sold shares of DIS. Copeland Capital Management LLC acquired a new position in shares of Walt Disney during the 3rd quarter worth approximately $25,000. Strengthening Families & Communities LLC acquired a new stake in shares of Walt Disney in the 3rd quarter valued at approximately $29,000. JPL Wealth Management LLC bought a new position in shares of Walt Disney in the third quarter valued at $30,000. Pilgrim Partners Asia Pte Ltd bought a new position in shares of Walt Disney in the third quarter valued at $33,000. Finally, Bare Financial Services Inc increased its holdings in Walt Disney by 48.5% during the third quarter. Bare Financial Services Inc now owns 291 shares of the entertainment giant’s stock worth $33,000 after buying an additional 95 shares during the last quarter. 65.71% of the stock is owned by institutional investors and hedge funds.

Key Stories Impacting Walt Disney

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

• Positive Sentiment: Wells Fargo kept an “overweight” rating and only trimmed its price target slightly to $148, implying large upside versus the current level — a vote of confidence from a major shop. Wells Fargo price target note
• Positive Sentiment: Bullish research and op-eds argue DIS is undervalued given its IP, parks recovery and monetization routes — several buy- and upgrade-style pieces suggest this pullback could be a buying opportunity. Buy Disney When Valuation Is Low
• Positive Sentiment: Erste Group nudged up its FY2027 EPS forecast marginally, signaling some analyst confidence in medium‑term earnings resilience even as consensus remains split. (Research note summarized in market feeds.)
• Neutral Sentiment: Analysts and contributors keep highlighting parks as the company’s “core” — strong park demand supports cash flow even if media/tech bets stumble. Disney: Parks Is The Company’s Core Now
• Neutral Sentiment: Corporate and brand news (D23/Disney Legends, merchandise and park promotions) remain positive for consumer engagement but are unlikely to move the stock materially in the near term. Disney Legends 2026
• Negative Sentiment: Major tech partnerships unraveled: OpenAI shut down the Sora project (central to Disney’s planned AI content tools), and Disney is reviewing/cancelling related deals — this undercuts a high-profile strategic growth pillar and drove investor concern. Disney Cancels OpenAI Deal
• Negative Sentiment: Exposure to Epic Games and its layoffs (after Disney’s commitment to a shared digital universe) raises doubts about the returns on a roughly $1.5B strategic push into gaming/virtual worlds. Market headlines frame this as an early, costly misstep for the new CEO. Disney CEO’s First Week Marred
• Negative Sentiment: Commentary pieces highlighting a “narrative problem” and blunt takes like “Disney’s stock is a dog” have amplified selling pressure — the market is punishing perceived strategic uncertainty and execution risk under new leadership. Disney Has a Narrative Problem

Walt Disney Trading Down 2.4%

DIS stock opened at $92.50 on Friday. The Walt Disney Company has a one year low of $80.10 and a one year high of $124.69. The stock has a market cap of $163.87 billion, a price-to-earnings ratio of 13.60, a price-to-earnings-growth ratio of 1.25 and a beta of 1.42. The company has a fifty day moving average price of $104.53 and a two-hundred day moving average price of $108.90. The company has a debt-to-equity ratio of 0.31, a current ratio of 0.67 and a quick ratio of 0.61.

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. The business had revenue of $25.98 billion during the quarter, compared to analysts’ expectations of $25.54 billion. Walt Disney had a return on equity of 8.90% and a net margin of 12.80%.The firm’s revenue for the quarter was up 5.2% compared to the same quarter last year. During the same period last year, the firm posted $1.40 EPS. Equities analysts anticipate that The Walt Disney Company will post 5.47 EPS for the current year.

Analyst Upgrades and Downgrades

A number of analysts have commented on DIS shares. Weiss Ratings cut shares of Walt Disney from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Tuesday, February 3rd. Guggenheim dropped 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. Morgan Stanley started coverage on shares of Walt Disney in a research note on Tuesday, February 3rd. They issued an “overweight” rating and a $135.00 target price for the company. Citigroup reduced their price target on Walt Disney from $145.00 to $140.00 and set a “buy” rating for the company in a report on Friday, January 16th. Finally, Jefferies Financial Group lowered their price target on Walt Disney from $136.00 to $132.00 and set a “buy” rating on the stock in a research report on Tuesday, February 3rd. Seventeen investment analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $134.00.

About Walt Disney

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.