9,587 Shares in The Walt Disney Company $DIS Purchased by Shrier Wealth Management LLC

Shrier Wealth Management LLC acquired 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 SEC. The firm acquired 9,587 shares of the entertainment giant’s stock, valued at approximately $1,091,000.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. 25 LLC bought a new position in shares of Walt Disney during the 4th quarter worth approximately $206,000. Hofer & Associates. Inc bought a new position in shares of Walt Disney in the fourth quarter valued at approximately $215,000. Zevenbergen Capital Investments LLC grew its holdings in shares of Walt Disney by 4.7% in the fourth quarter. Zevenbergen Capital Investments LLC now owns 6,473 shares of the entertainment giant’s stock valued at $736,000 after acquiring an additional 290 shares in the last quarter. Brookstone Capital Management increased its position in shares of Walt Disney by 8.1% during the fourth quarter. Brookstone Capital Management now owns 126,456 shares of the entertainment giant’s stock valued at $14,387,000 after acquiring an additional 9,516 shares during the last quarter. Finally, Vaughan Nelson Investment Management L.P. increased its position in shares of Walt Disney by 11.0% during the fourth quarter. Vaughan Nelson Investment Management L.P. now owns 984,053 shares of the entertainment giant’s stock valued at $111,956,000 after acquiring an additional 97,689 shares during the last quarter. Hedge funds and other institutional investors own 65.71% of the company’s stock.

Trending Headlines about Walt Disney

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

• Positive Sentiment: Streaming profits and Q1 beat — Disney reported Q1 revenue that topped estimates and disclosed streaming operating income up ~72% year-over-year, a sign the turnaround in streaming economics is real. Streaming Profits Are Up 72%
• Positive Sentiment: New Paris attraction rollout — Disney unveiled the World of Frozen/Disney Adventure World transformation at Disneyland Paris, a major parks catalyst that supports near-term attendance/revenue optimism. Disney brings ‘Frozen’ to Paris
• Positive Sentiment: Analyst support — Needham reiterated a Buy and a $125 price target, reinforcing the view that Disney can reassert its media identity and earn a valuation rerating. Needham Buy Rating
• Positive Sentiment: Marketing / consumer engagement — Free pop-up events in Houston (Hermann Park) help drive brand engagement and short-term consumer interest in parks and trips. Disney pop-up in Houston
• Neutral Sentiment: D23 planning and merchandising — Disney confirmed 2026 D23 ticketing and continues product rollouts (new Star Wars and R2‑D2 merchandise), steady engagement but limited immediate financial impact. D23 ticket info Merch releases
• Neutral Sentiment: Corporate honors / community items — Announcements like Disney Legends honorees and university talks are PR-positive but unlikely to move fundamentals. Disney Legends
• Negative Sentiment: AI and partnership setbacks — High-profile failures (the collapsed Sora/OpenAI initiative and a malfunctioning Nvidia-powered Olaf at Disneyland Paris) have raised doubts about some tech investments and created near-term PR/headline risk. Sora/OpenAI coverage Olaf malfunction
• Negative Sentiment: Tech partnerships and execution worries — Reports of setbacks around Epic Games and other tech bets have pressured sentiment and contributed to DIS still being below prior highs despite operational improvements. Partnership setbacks

Analyst Ratings Changes

Several research firms have weighed in on DIS. Guggenheim cut their price objective on Walt Disney from $140.00 to $115.00 and set a “buy” rating on the stock in a research report on Wednesday, March 18th. Phillip Securities raised Walt Disney to a “moderate buy” rating in a research report on Monday, January 12th. Citigroup lowered their target price on Walt Disney from $145.00 to $140.00 and set a “buy” rating on the stock in a research note on Friday, January 16th. Morgan Stanley began coverage on shares of Walt Disney in a report on Tuesday, February 3rd. They issued an “overweight” rating and a $135.00 price target on the stock. Finally, Weiss Ratings lowered shares of Walt Disney from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Tuesday, February 3rd. Seventeen investment analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $134.00.

Walt Disney Stock Performance

NYSE DIS opened at $96.31 on Wednesday. The company’s 50 day simple moving average is $103.90 and its two-hundred day simple moving average is $108.55. The company has a debt-to-equity ratio of 0.31, a current ratio of 0.67 and a quick ratio of 0.61. 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 $170.61 billion, a PE ratio of 14.16, a P/E/G ratio of 1.32 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 EPS for the quarter, beating analysts’ consensus estimates of $1.57 by $0.06. The firm had revenue of $25.98 billion during 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 revenue for the quarter was up 5.2% on a year-over-year basis. During the same period in the previous year, the business earned $1.40 EPS. 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.