Scholtz & Company LLC Invests $2.82 Million in The Walt Disney Company $DIS

Scholtz & Company LLC bought a new position in shares of The Walt Disney Company (NYSE:DIS - Free Report) in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor bought 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.

Several other hedge funds have also recently bought and sold shares of the business. Highland Investment Advisors LLC purchased a new stake in Walt Disney during the second quarter worth approximately $25,000. Swiss RE Ltd. purchased a new position in shares of Walt Disney in the 4th quarter valued at $25,000. Curio Wealth LLC raised its stake in shares of Walt Disney by 110.4% in the 4th quarter. Curio Wealth LLC now owns 223 shares of the entertainment giant's stock valued at $26,000 after acquiring an additional 117 shares during the period. Osbon Capital Management LLC acquired a new position in shares of Walt Disney during the 4th quarter valued at $26,000. Finally, Sfam LLC purchased a new stake in Walt Disney during the 4th quarter worth $26,000. Hedge funds and other institutional investors own 65.71% of the company's stock.

Wall Street Analysts Forecast Growth

Several brokerages recently issued reports on DIS. Argus reiterated a "buy" rating and issued a $134.00 price target on shares of Walt Disney in a report on Thursday, August 6th. Benchmark restated a "buy" rating on shares of Walt Disney in a research note on Monday, August 31st. JPMorgan Chase & Co. upped their target price on Walt Disney from $139.00 to $140.00 and gave the stock an "overweight" rating in a research report on Tuesday, June 30th. Barclays increased their target price on Walt Disney from $110.00 to $115.00 and gave the company an "overweight" rating in a research note on Thursday, August 6th. Finally, UBS Group set a $115.00 target price on Walt Disney in a report on Monday, August 24th. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, three have given a Hold rating and one has given a Sell rating to the company's stock. According to data from MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and an average price target of $127.61.

Walt Disney Stock Performance

Walt Disney stock opened at $104.29 on Thursday. The Walt Disney Company has a 12-month low of $92.18 and a 12-month high of $117.51. The company has a market capitalization of $180.08 billion, a price-to-earnings ratio of 21.50, a price-to-earnings-growth ratio of 1.31 and a beta of 1.41. 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 firm's fifty day moving average price is $101.71 and its 200 day moving average price is $101.53.

Walt Disney (NYSE:DIS - Get Free Report) last posted its quarterly earnings data on Wednesday, August 5th. The entertainment giant reported $2.06 earnings per share for the quarter, beating analysts' consensus estimates of $1.86 by $0.20. The company had revenue of $25.25 billion during the quarter, compared to analysts' expectations of $25.39 billion. Walt Disney had a net margin of 8.70% and a return on equity of 9.90%. The firm's revenue for the quarter was up 6.8% on a year-over-year basis. During the same period in the prior year, the company posted $1.61 EPS. Walt Disney has set its FY 2026 guidance at 6.642-6.642 EPS. On average, research analysts forecast that The Walt Disney Company will post 6.91 EPS for the current fiscal year.

Insider Transactions at Walt Disney

In other Walt Disney news, EVP Brent Woodford sold 7,238 shares of the firm's stock in a transaction that occurred on Friday, August 14th. The stock was sold at an average price of $105.31, for a total transaction of $762,233.78. Following the completion of the sale, the executive vice president owned 62,323 shares in the company, valued at $6,563,235.13. This trade represents a 10.41% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, 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 that occurred on Wednesday, August 19th. The shares were sold at an average price of $106.32, for a total value of $382,326.72. The SEC filing for this sale provides additional information. Insiders sold 14,452 shares of company stock valued at $1,532,157 in the last three months. 0.17% of the stock is currently owned by company insiders.

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.

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