Diversify Wealth Management LLC Decreases Stock Holdings in The Walt Disney Company $DIS

Diversify Wealth Management LLC lowered its stake in shares of The Walt Disney Company (NYSE:DIS) by 10.1% during the third quarter, Holdings Channel.com reports. The firm owned 43,808 shares of the entertainment giant’s stock after selling 4,901 shares during the quarter. Diversify Wealth Management LLC’s holdings in Walt Disney were worth $4,912,000 as of its most recent SEC filing.

A number of other large investors have also added to or reduced their stakes in the company. Copeland Capital Management LLC purchased a new position in shares of Walt Disney in the 3rd quarter worth approximately $25,000. Strengthening Families & Communities LLC purchased a new stake in Walt Disney during the third quarter valued at approximately $29,000. Pilgrim Partners Asia Pte Ltd acquired a new stake in Walt Disney in the third quarter valued at approximately $33,000. Bare Financial Services Inc grew its holdings in Walt Disney by 48.5% in the third quarter. Bare Financial Services Inc now owns 291 shares of the entertainment giant’s stock worth $33,000 after purchasing an additional 95 shares during the last quarter. Finally, Total Investment Management Inc. acquired a new position in shares of Walt Disney during the second quarter worth $37,000. 65.71% of the stock is currently owned by institutional investors.

Walt Disney News Summary

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

• Positive Sentiment: New CEO focus — Variety profiles CEO Josh D’Amaro laying out priorities to use AI, revive Marvel and Star Wars storytelling, and refocus parks & product strategy; clearer leadership direction reduces strategic uncertainty if execution succeeds. Can New Disney CEO Josh D’Amaro Weather AI, Revitalize ‘Star Wars’ and Marvel and Save the Magic Kingdom?
• Positive Sentiment: AI and Florida expansion — Reporting shows a partnership with OpenAI to use AI in content creation and a peace agreement enabling large-scale Florida park expansion; these could lower content costs, accelerate IP output and add capacity/revenue at Walt Disney World. Disney’s AI Bet And Florida Expansion Reshape Parks And IP Story
• Positive Sentiment: Parks product rollouts boosting guest experience — New experiences (Olaf animatronic drawing classes, Goofy’s Mystery Tour tribute to cast members, and themed race/weekend activations) support attendance, per-guest spend and PR momentum for parks. Disney: New drawing classes will feature Olaf animatronic EXCLUSIVE: Goofy’s Mystery Tour Is a Celebration of Walt Disney World’s Cast Members and a Thank You For All the Magic They Create In Disney Parks Princess power takes over Walt Disney World Resort during half marathon weekend
• Neutral Sentiment: Communications chief exit — Kristina Schake will depart in March after a high-profile tenure; could cause short-term messaging noise during an active strategic shift but is not an operational shock. Disney Chief Communications Officer Kristina Schake Departing in March 2026
• Neutral Sentiment: Celebrity commentary — Opinion pieces (e.g., Seth MacFarlane) debating “regime change” and creative direction are noise rather than material catalysts for revenue or earnings. Seth MacFarlane Weighs In On Disney Regime Change And Silly Fears About Family Guy Being Mickey-fied
• Negative Sentiment: Relative underperformance — Analysis shows DIS trailing the S&P 500 over the past year, which could keep some investors cautious despite analyst bullishness; valuation and execution expectations remain the watch items. Is Walt Disney Stock Underperforming the S&P 500?

Analyst Ratings Changes

A number of analysts have recently weighed in on the company. Raymond James Financial reissued a “market perform” rating on shares of Walt Disney in a research report on Friday, November 14th. Citigroup lowered 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. KeyCorp restated a “sector weight” rating on shares of Walt Disney in a report on Friday, November 14th. Jefferies Financial Group lowered their target price on shares of Walt Disney from $136.00 to $132.00 and set a “buy” rating for the company in a research note on Tuesday, February 3rd. Finally, The Goldman Sachs Group restated a “buy” rating and set a $151.00 price target on shares of Walt Disney in a research note on Monday, February 2nd. 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. Based on data from MarketBeat.com, Walt Disney has an average rating of “Moderate Buy” and a consensus price target of $135.80.

Walt Disney Price Performance

Shares of NYSE DIS opened at $105.55 on Friday. The Walt Disney Company has a 52 week low of $80.10 and a 52 week high of $124.69. The business’s 50 day moving average price is $110.25 and its 200 day moving average price is $111.46. 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 firm has a market cap of $186.98 billion, a P/E ratio of 15.52, a P/E/G ratio of 1.43 and a beta of 1.43.

Walt Disney (NYSE:DIS) last announced its quarterly earnings data 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 during the quarter, compared to analysts’ expectations of $25.54 billion. Walt Disney had a net margin of 12.80% and a return on equity of 8.90%. The business’s quarterly revenue was up 5.2% compared to the same quarter last year. During the same period in the previous year, the business posted $1.40 EPS. On average, sell-side analysts expect that The Walt Disney Company will post 5.47 earnings per share for the current 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.