Whalen Wealth Management Inc. Takes Position in The Walt Disney Company $DIS

Whalen Wealth Management Inc. purchased a new position in The Walt Disney Company (NYSE:DIS) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 6,172 shares of the entertainment giant’s stock, valued at approximately $702,000.

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

Analyst Ratings Changes

A number of equities analysts have weighed in on DIS shares. Raymond James Financial raised Walt Disney from a “market perform” rating to an “outperform” rating and set a $115.00 price objective on the stock in a research note on Wednesday. Wells Fargo & Company reduced their price target on Walt Disney from $150.00 to $148.00 and set an “overweight” rating on the stock in a report on Friday, March 27th. The Goldman Sachs Group reissued a “buy” rating and set a $151.00 price target on shares of Walt Disney in a research report on Monday, February 2nd. Barclays reissued an “overweight” rating on shares of Walt Disney in a report on Monday, February 2nd. Finally, Citigroup reduced their target price on shares of Walt Disney from $145.00 to $140.00 and set a “buy” rating on the stock in a research note on Friday, January 16th. Eighteen equities research analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $132.81.

Walt Disney News Roundup

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

Walt Disney Price Performance

DIS stock opened at $96.69 on Friday. The Walt Disney Company has a 52-week low of $80.10 and a 52-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 stock has a market cap of $171.28 billion, a price-to-earnings ratio of 14.22, a price-to-earnings-growth ratio of 1.35 and a beta of 1.44. The business has a fifty day moving average of $102.96 and a two-hundred day moving average of $108.25.

Walt Disney (NYSE:DIS) last announced its quarterly earnings results on Monday, February 2nd. The entertainment giant reported $1.63 EPS for the quarter, beating the consensus estimate of $1.57 by $0.06. The business had revenue of $25.98 billion for the quarter, compared to analyst estimates of $25.54 billion. Walt Disney had a return on equity of 8.90% and a net margin of 12.80%.The company’s quarterly revenue was up 5.2% on a year-over-year basis. During the same quarter in the prior year, the company posted $1.40 EPS. As a group, research analysts anticipate that The Walt Disney Company will post 5.47 earnings per share for the current year.

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.