Shelton Wealth Management LLC Purchases New Stake in The Walt Disney Company $DIS

Shelton Wealth Management LLC purchased a new stake in The Walt Disney Company (NYSE:DIS) during the fourth quarter, HoldingsChannel reports. The firm purchased 7,550 shares of the entertainment giant’s stock, valued at approximately $859,000.

A number of other large investors have also added to or reduced their stakes in DIS. Brighton Jones LLC raised its stake in Walt Disney by 7.7% in the 4th quarter. Brighton Jones LLC now owns 26,767 shares of the entertainment giant’s stock valued at $2,980,000 after acquiring an additional 1,904 shares during the period. Sivia Capital Partners LLC raised its stake in Walt Disney by 31.9% in the 2nd quarter. Sivia Capital Partners LLC now owns 5,470 shares of the entertainment giant’s stock valued at $678,000 after acquiring an additional 1,322 shares during the period. Schnieders Capital Management LLC. raised its stake in Walt Disney by 16.2% in the 2nd quarter. Schnieders Capital Management LLC. now owns 17,955 shares of the entertainment giant’s stock valued at $2,227,000 after acquiring an additional 2,503 shares during the period. Main Street Financial Solutions LLC raised its stake in Walt Disney by 28.6% in the 2nd quarter. Main Street Financial Solutions LLC now owns 8,330 shares of the entertainment giant’s stock valued at $1,033,000 after acquiring an additional 1,855 shares during the period. Finally, Ieq Capital LLC raised its stake in Walt Disney by 10.8% in the 2nd quarter. Ieq Capital LLC now owns 115,759 shares of the entertainment giant’s stock valued at $14,355,000 after acquiring an additional 11,304 shares during the period. Institutional investors own 65.71% of the company’s stock.

Walt Disney Stock Performance

DIS opened at $103.97 on Friday. The firm has a market cap of $184.19 billion, a P/E ratio of 15.29, a price-to-earnings-growth ratio of 1.44 and a beta of 1.44. The Walt Disney Company has a 52-week low of $82.98 and a 52-week high of $124.69. The company has a debt-to-equity ratio of 0.31, a quick ratio of 0.61 and a current ratio of 0.67. The business’s fifty day moving average is $101.43 and its 200-day moving average is $107.39.

Walt Disney (NYSE:DIS) last released its quarterly earnings data on Monday, February 2nd. The entertainment giant reported $1.63 earnings per share 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%.Walt Disney’s revenue was up 5.2% compared to the same quarter last year. During the same period last year, the firm posted $1.40 earnings per share. Sell-side analysts expect that The Walt Disney Company will post 5.47 EPS for the current fiscal year.

Analyst Ratings Changes

A number of research analysts have commented on the company. Wells Fargo & Company decreased their price objective on Walt Disney from $150.00 to $148.00 and set an “overweight” rating on the stock in a report on Friday, March 27th. Jefferies Financial Group decreased their price objective on Walt Disney from $136.00 to $132.00 and set a “buy” rating on the stock in a report on Tuesday, February 3rd. UBS Group reaffirmed a “mixed” rating on shares of Walt Disney in a report on Monday, February 2nd. Barclays decreased their price objective on Walt Disney from $140.00 to $130.00 and set an “overweight” rating on the stock in a report on Wednesday, April 8th. Finally, Citigroup decreased their price objective on Walt Disney from $145.00 to $140.00 and set a “buy” rating on the stock in a report on Friday, January 16th. Eighteen investment analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $132.19.

More Walt Disney News

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

• Positive Sentiment: Disney used CinemaCon to showcase upcoming theatrical content from Disney, Marvel and Star Wars — a stronger box‑office slate can lift studio revenue and exhibitor relationships. Disney, Marvel, and Star Wars at CinemaCon 2026: Everything Announced (Updating Live!)
• Positive Sentiment: Major parks investment: reports say Disney’s Animal Kingdom will get a multi‑attraction makeover — new attractions and capital spend at parks support admissions, per‑cap and long‑term attendance trends. Disney’s Animal Kingdom getting a full-blown makeover with nine new attractions coming to the park
• Positive Sentiment: New guest revenue initiatives: 2027 vacation packages, deluxe dining plans and nostalgia activations (Mickey’s sorcerer hat) point to incremental F&B and booking upside at parks and resorts. Walt Disney World 2027 vacation packages available now: What’s new and returning
• Positive Sentiment: Strategic content/gaming push: Disney’s sizeable investment/partnership activity with Epic Games aims to re‑energize its gaming and IP monetization efforts — a long‑term diversification play. Here’s Everything Disney Investors Need to Know About the Entertainment Giant’s Massive Investment in Epic Games
• Neutral Sentiment: Disney’s branded real‑estate project (Asteria) — a 4,000‑home community — shows diversification of the franchise but carries execution and local opposition risks. Scottsdale’s DMB Development, Disney to start soon on 4,000-home Asteria community in North Carolina
• Neutral Sentiment: Site changes and attraction demolitions are being permitted — could free capacity for higher‑value replacement attractions but are operationally disruptive in the short term. Disney files permits to demolish beloved attraction
• Negative Sentiment: Workforce reductions: Disney has begun cutting about 1,000 roles across marketing, TV, studios and corporate — and Marvel/ESPN units have announced cuts — a signal of structural change that can pressure content output and morale even as it trims costs. Disney’s Latest 1,000-Job Cut Might Change The Case For Investing In Walt Disney (DIS)

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.