Caprock Group LLC Acquires New Holdings in The Walt Disney Company $DIS

Caprock Group LLC bought a new stake in The Walt Disney Company (NYSE:DIS) during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm bought 47,354 shares of the entertainment giant’s stock, valued at approximately $5,606,000.

Several other institutional investors also recently modified their holdings of the stock. Brighton Jones LLC increased its position 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 grew its stake in shares of Walt Disney by 31.9% in the second quarter. Sivia Capital Partners LLC now owns 5,470 shares of the entertainment giant’s stock worth $678,000 after purchasing an additional 1,322 shares during the last quarter. Allspring Global Investments Holdings LLC increased its holdings in Walt Disney by 190.0% in the second quarter. Allspring Global Investments Holdings LLC now owns 269,948 shares of the entertainment giant’s stock valued at $33,336,000 after purchasing an additional 176,855 shares during the period. Vest Financial LLC increased its holdings in Walt Disney by 39.2% in the second quarter. Vest Financial LLC now owns 18,094 shares of the entertainment giant’s stock valued at $2,244,000 after purchasing an additional 5,098 shares during the period. Finally, Total Clarity Wealth Management Inc. bought a new position in Walt Disney during the 2nd quarter worth $225,000. 65.71% of the stock is currently owned by institutional investors and hedge funds.

Walt Disney Price Performance

DIS stock opened at $108.21 on Thursday. The Walt Disney Company has a 52-week low of $80.10 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 has a 50-day simple moving average of $111.11 and a two-hundred day simple moving average of $112.35. The company has a market capitalization of $191.69 billion, a P/E ratio of 15.91, a price-to-earnings-growth ratio of 1.50 and a beta of 1.43.

Walt Disney (NYSE:DIS) last announced its quarterly earnings results 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. Walt Disney had a return on equity of 8.90% and a net margin of 12.80%.The business had revenue of $25.98 billion during the quarter, compared to the consensus estimate of $25.54 billion. During the same quarter in the prior year, the company posted $1.40 earnings per share. Walt Disney’s revenue was up 5.2% compared to the same quarter last year. Research analysts expect that The Walt Disney Company will post 5.47 EPS for the current fiscal year.

Walt Disney News Roundup

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

• Positive Sentiment: Disney is planning heavy cross-company tie‑ins for the 2027 Super Bowl (including a “ManningCast”), which could boost ad and promotional revenue across ESPN, ABC and streaming partners. Disney’s 2027 Super Bowl Plans
• Positive Sentiment: Disney World posted summer room discounts (save up to 30%) and new low down-payment offers for Florida residents, moves that may help near‑term park occupancy and F&B/hospitality revenue. Disney World Summer 2026 Room Discount
• Positive Sentiment: Disney filed a permit that could reduce transportation congestion at Walt Disney World — operational improvements that support guest experience and repeat visitation. Disney World Files Permit
• Neutral Sentiment: Disney named Josh D’Amaro CEO in the succession plan; coverage notes the transition is beginning but that execution will determine investor reaction. This remains a watch item for governance and strategy shifts. Josh D’Amaro named CEO
• Neutral Sentiment: Analyst/strategy pieces are parsing Disney’s Q1 results and the succession plan — useful for context but no new guidance was announced that would materially change near‑term estimates. Seeking Alpha: What is next after Q1 and succession
• Neutral Sentiment: Disney hired Tricia Wood as EVP & Head of Casting — a talent/production move that supports content pipeline but is not a major near‑term earnings driver. Tricia Wood hiring
• Negative Sentiment: Forbes reports Disney took roughly a $170M loss on the live‑action Snow White (budget overrun), highlighting studio cost control issues and direct pressure on film profitability. Disney loses $170M on Snow White
• Negative Sentiment: A Disney advert was banned for graphic content in some markets — a reputational/advertising setback that could complicate promo campaigns and linear ad placements. Disney advert banned

Wall Street Analysts Forecast Growth

A number of research firms have commented on DIS. Weiss Ratings lowered Walt Disney from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Tuesday, February 3rd. 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. Sanford C. Bernstein reissued an “outperform” rating on shares of Walt Disney in a research report on Wednesday, November 12th. Needham & Company LLC restated a “buy” rating and set a $125.00 price target on shares of Walt Disney in a report on Monday, February 2nd. Finally, Evercore upped their price objective on shares of Walt Disney from $140.00 to $142.00 and gave the company an “outperform” rating in a research note on Friday, November 14th. 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. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $135.80.

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.