Scholtz & Company LLC Acquires New Position in The Walt Disney Company $DIS

Scholtz & Company LLC acquired a new stake in shares of The Walt Disney Company (NYSE:DIS) during the 2nd quarter, Holdings Channel.com reports. The fund acquired 29,278 shares of the entertainment giant’s stock, valued at approximately $2,818,000. Walt Disney makes up approximately 1.4% of Scholtz & Company LLC’s investment portfolio, making the stock its 26th biggest position.

A number of other large investors also recently bought and sold shares of DIS. Franklin Resources Inc. grew its holdings in shares of Walt Disney by 29.2% during the fourth quarter. Franklin Resources Inc. now owns 8,522,860 shares of the entertainment giant’s stock valued at $969,646,000 after purchasing an additional 1,924,200 shares during the last quarter. Aviva PLC lifted its holdings in shares of Walt Disney by 5.5% in the 4th quarter. Aviva PLC now owns 1,516,177 shares of the entertainment giant’s stock worth $172,495,000 after purchasing an additional 78,914 shares during the last quarter. Windsor Advisory Group LLC boosted its position in Walt Disney by 297.9% during the 1st quarter. Windsor Advisory Group LLC now owns 10,082 shares of the entertainment giant’s stock valued at $972,000 after purchasing an additional 7,548 shares during the period. World Investment Advisors boosted its position in Walt Disney by 18.8% during the 4th quarter. World Investment Advisors now owns 96,476 shares of the entertainment giant’s stock valued at $10,976,000 after purchasing an additional 15,243 shares during the period. Finally, Cullen Capital Management LLC bought a new position in Walt Disney during the 2nd quarter worth $4,092,000. Institutional investors own 65.71% of the company’s stock.

Insider Transactions at Walt Disney

In related news, EVP Brent Woodford sold 3,618 shares of the company’s stock in a transaction dated Tuesday, September 1st. The shares were sold at an average price of $107.13, for a total value of $387,596.34. Following the completion of the sale, the executive vice president owned 62,328 shares of the company’s stock, valued at $6,677,198.64. This represents a 5.49% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Paul Roeder sold 3,596 shares of the stock in a transaction dated Wednesday, August 19th. The shares were sold at an average price of $106.32, for a total transaction of $382,326.72. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 14,452 shares of company stock worth $1,532,157. Company insiders own 0.17% of the company’s stock.

Walt Disney Stock Down 0.7%

DIS opened at $104.29 on Thursday. The stock’s 50 day moving average price is $101.71 and its 200 day moving average price is $101.53. The company has a debt-to-equity ratio of 0.32, a current ratio of 0.71 and a quick ratio of 0.65. The stock has a market cap of $180.08 billion, a P/E ratio of 21.50, a P/E/G ratio of 1.31 and a beta of 1.41. The Walt Disney Company has a 12 month low of $92.18 and a 12 month high of $117.51.

Walt Disney (NYSE:DIS) last announced its quarterly earnings results on Wednesday, August 5th. The entertainment giant reported $2.06 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.86 by $0.20. Walt Disney had a return on equity of 9.90% and a net margin of 8.70%.The company had revenue of $25.25 billion during the quarter, compared to analyst estimates of $25.39 billion. During the same quarter in the previous year, the firm posted $1.61 EPS. The firm’s quarterly revenue was up 6.8% on a year-over-year basis. Walt Disney has set its FY 2026 guidance at 6.642-6.642 EPS. As a group, research analysts predict that The Walt Disney Company will post 6.91 earnings per share for the current year.

Wall Street Analysts Forecast Growth

DIS has been the topic of several analyst reports. Citigroup dropped their target price on Walt Disney from $145.00 to $135.00 and set a “buy” rating on the stock in a research report on Wednesday, July 29th. Wolfe Research set a $131.00 price target on shares of Walt Disney in a report on Tuesday, June 30th. Guggenheim reaffirmed a “buy” rating and issued a $120.00 price objective on shares of Walt Disney in a report on Thursday, August 6th. Wells Fargo & Company lifted their price objective on shares of Walt Disney from $125.00 to $132.00 and gave the company an “overweight” rating in a research report on Thursday, August 6th. Finally, Weiss Ratings lowered shares of Walt Disney from a “hold (c+)” rating to a “hold (c)” rating in a research note on Thursday, June 11th. One research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, three have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $127.61.

Key Headlines Impacting Walt Disney

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

• Positive Sentiment: An analyst upgraded Disney to a buy, citing approximately 7% revenue growth, 21% segment operating-income growth, improving operating leverage and management’s increased share-repurchase plans. The company is expected to repurchase at least $9 billion of stock in fiscal 2026, which could support earnings per share and investor confidence. Disney: The Period Of Underperformance Is Likely To End
• Positive Sentiment: Another bullish analysis points to continued strength in Disney’s Experiences segment, accelerating direct-to-consumer profitability and a potential next phase of Disney+ expansion in 2027. Strategic franchise investments and ecosystem expansion could improve Disney’s long-term growth outlook. Disney: The Next Phase Of Its Transformation Could Be Much Bigger
• Positive Sentiment: Disney and TKO Group Holdings reportedly are discussing special WWE events for 2027. A partnership could create incremental content, streaming engagement and theme-park or live-event opportunities, although no formal terms were announced. WWE and Disney Special Events
• Positive Sentiment: Disney’s roughly $60 billion Parks and Experiences investment pipeline—including new attractions, cruise capacity and refreshed offerings—could support long-term revenue and profit growth if attendance and consumer spending remain resilient. Disney Expands Its Parks Pipeline
• Neutral Sentiment: Disney World is adding an animation experience, bringing back classic venues and making certain “vintage” offerings permanent. These changes may help refresh attendance and merchandise demand, but their financial effect is likely modest in the near term. New Disney World Animation Experience
• Negative Sentiment: Reports that a Disney World day can cost more than $200 per ticket reinforce concerns that aggressive pricing may alienate longtime visitors and weaken attendance or spending growth. Disney World Ticket Prices
• Negative Sentiment: Disney confirmed the permanent retirement of three attractions, while a separate report described a monorail disruption after a lightning strike. These events are unlikely to materially affect earnings individually but add execution and guest-experience risks. Disney World Attractions Retired

Walt Disney Profile

The Walt Disney Company (NYSE:DIS) is a global entertainment and media company that develops, produces and distributes content across film, television and streaming platforms. Its portfolio includes Disney, Pixar, Marvel, Star Wars, National Geographic and other brands, with content distributed through theatrical releases, television networks and direct-to-consumer services such as Disney+, Hulu and ESPN’s streaming offerings.

Disney also operates sports media businesses, including ESPN, and owns and manages theme parks, resorts, cruise lines and other location-based entertainment experiences.