Shrier Wealth Management LLC Takes $1.09 Million Position in The Walt Disney Company $DIS

Shrier Wealth Management LLC acquired a new position in The Walt Disney Company (NYSE:DIS) during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor acquired 9,587 shares of the entertainment giant’s stock, valued at approximately $1,091,000.

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

Walt Disney Price Performance

Shares of NYSE:DIS opened at $96.31 on Wednesday. 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 $170.61 billion, a PE ratio of 14.16, a PEG ratio of 1.32 and a beta of 1.42. The company’s fifty day moving average is $103.90 and its 200 day moving average is $108.55. The Walt Disney Company has a 52 week low of $80.10 and a 52 week high of $124.69.

Walt Disney (NYSE:DIS) last posted its quarterly earnings results on Monday, February 2nd. The entertainment giant reported $1.63 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.57 by $0.06. The business 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 company’s revenue was up 5.2% on a year-over-year basis. During the same period in the prior year, the business posted $1.40 earnings per share. Research analysts anticipate that The Walt Disney Company will post 5.47 earnings per share for the current year.

Walt Disney News Summary

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

Wall Street Analyst Weigh In

A number of research analysts recently commented on the company. Weiss Ratings cut Walt Disney from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Tuesday, February 3rd. Guggenheim dropped their price target on Walt Disney from $140.00 to $115.00 and set a “buy” rating for the company in a research note on Wednesday, March 18th. Phillip Securities upgraded Walt Disney to a “moderate buy” rating in a research report on Monday, January 12th. Needham & Company LLC reissued a “buy” rating and set a $125.00 price objective on shares of Walt Disney in a report on Tuesday. Finally, TD Cowen restated a “hold” rating and issued a $123.00 target price on shares of Walt Disney in a research report on Tuesday, February 3rd. Seventeen research analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $134.00.

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.