AE Wealth Management LLC Grows Holdings in The Walt Disney Company $DIS

Key Points

• AE Wealth Management LLC increased its stake in The Walt Disney Company by 26.3% in Q4 to 252,033 shares, valued at about $28.67 million.
• Disney posted an earnings beat with $1.63 EPS vs. $1.57 expected and revenue of $25.98 billion (up 5.2% YoY), and analysts carry a consensus "Moderate Buy" with an average price target of $132.19.
• Management is implementing cost cuts—including roughly 1,000 job reductions and creative headcount changes at Marvel—while continuing parks, studio slate and real-estate initiatives, creating near‑term execution risk but potential long‑term revenue upside.

AE Wealth Management LLC grew its stake in shares of The Walt Disney Company (NYSE:DIS - Free Report) by 26.3% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 252,033 shares of the entertainment giant's stock after acquiring an additional 52,475 shares during the period. AE Wealth Management LLC's holdings in Walt Disney were worth $28,674,000 at the end of the most recent quarter.

Several other hedge funds also recently made changes to their positions in DIS. Copeland Capital Management LLC acquired a new position in shares of Walt Disney in the 3rd quarter valued at about $25,000. Strengthening Families & Communities LLC bought a new stake in Walt Disney in the 3rd quarter valued at about $29,000. JPL Wealth Management LLC acquired a new position in Walt Disney during the 3rd quarter valued at about $30,000. Pilgrim Partners Asia Pte Ltd acquired a new position in shares of Walt Disney during the third quarter worth approximately $33,000. Finally, Bare Financial Services Inc boosted its position in 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 period. Institutional investors and hedge funds own 65.71% of the company's stock.

Walt Disney News Summary

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

• Positive Sentiment: Studio & theatrical momentum — Disney used CinemaCon to outline upcoming theatrical slate and studio plans, reinforcing near‑term box office and distributor relationships that can boost studio revenues and theatrical licensing. Disney, Marvel, and Star Wars at CinemaCon 2026: Everything Announced
• Positive Sentiment: Parks investment & demand — multiple park updates (Animal Kingdom overhaul with nine new attractions, new 2027 vacation packages and dining plan, return of the Sorcerer Hat) signal ongoing investment and strong consumer demand that support parks revenue growth and pricing power. Disney’s Animal Kingdom getting a full-blown makeover with nine new attractions coming to the park
• Positive Sentiment: Brand extension / long-term real estate play — Disney and DMB Development moving forward on the 4,000‑home Asteria community in North Carolina, which broadens Disney’s lifestyle/real‑estate footprint and creates recurring revenue/brand‑engagement avenues over time. Scottsdale's DMB Development, Disney to start soon on 4,000-home Asteria community in North Carolina
• Neutral Sentiment: Executive leadership profile — new CEO Josh D’Amaro continues to get profile coverage (Time100 recognition, background pieces). Leadership visibility reduces uncertainty but also signals an active strategic reset. Who is Josh D’Amaro? Meet Disney’s new CEO after 1,000 job cuts rocked Marvel and ESPN
• Neutral Sentiment: Analyst/market takes — some outlets reiterate buy/price‑target views and note Disney’s dividend yield and valuation as attractive for value investors; these narratives support longer‑term investor interest but are not immediate catalysts. This Dividend Stock Is Becoming Too Cheap to Ignore: Should You Buy?
• Negative Sentiment: Layoffs and restructuring — Disney began cutting ~1,000 roles across studios, TV, marketing and ESPN as D’Amaro accelerates cost reductions. That reduces near‑term expense but raises execution and content/relations risk. Disney’s Latest 1,000-Job Cut Might Change The Case For Investing In Walt Disney (DIS)
• Negative Sentiment: Creative headcount impacts — separate reports detail deeper cuts at Marvel Studios (single‑digit percentage reductions and team changes), which could disrupt content production timing and franchise pipeline execution. Disney Guts Key Marvel Studios Team with Major Layoffs
• Negative Sentiment: Attraction closures/demolition — permits filed to demolish a beloved attraction and temporary ride shutdowns may dent short‑term guest sentiment and local PR, though longer‑term upgrades could offset the impact. Disney files permits to demolish beloved attraction

Walt Disney Trading Up 0.9%

NYSE:DIS opened at $103.97 on Friday. 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 Walt Disney Company has a 1-year low of $82.98 and a 1-year high of $124.69. The firm has a market capitalization of $184.19 billion, a price-to-earnings ratio of 15.29, a price-to-earnings-growth ratio of 1.44 and a beta of 1.44. The stock has a fifty day simple moving average of $101.43 and a 200 day simple moving average of $107.39.

Walt Disney (NYSE:DIS - Get Free Report) last posted its quarterly earnings data on Monday, February 2nd. The entertainment giant reported $1.63 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.57 by $0.06. The firm had revenue of $25.98 billion for the quarter, compared to the consensus estimate of $25.54 billion. Walt Disney had a return on equity of 8.90% and a net margin of 12.80%.The business's revenue for the quarter was up 5.2% compared to the same quarter last year. During the same quarter in the previous year, the company earned $1.40 EPS. Sell-side analysts forecast that The Walt Disney Company will post 5.47 earnings per share for the current year.

Analysts Set New Price Targets

DIS has been the subject of several recent analyst reports. Guggenheim decreased their price objective on shares of Walt Disney from $140.00 to $115.00 and set a "buy" rating for the company in a report on Wednesday, March 18th. UBS Group restated a "mixed" rating on shares of Walt Disney in a report on Monday, February 2nd. Jefferies Financial Group reduced their price objective on shares of Walt Disney from $136.00 to $132.00 and set a "buy" rating for the company in a research report on Tuesday, February 3rd. Phillip Securities raised shares of Walt Disney to a "moderate buy" rating in a research note on Monday, January 12th. Finally, TD Cowen reiterated a "hold" rating and issued a $123.00 target price on shares of Walt Disney in a report on Tuesday, February 3rd. Eighteen research analysts have rated the stock with a Buy rating, five have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the company has a consensus rating of "Moderate Buy" and a consensus price target of $132.19.

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.

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