Brookstone Capital Management Has $14.39 Million Stock Position in The Walt Disney Company $DIS

Brookstone Capital Management grew its holdings in shares of The Walt Disney Company (NYSE:DIS) by 8.1% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 126,456 shares of the entertainment giant’s stock after buying an additional 9,516 shares during the period. Brookstone Capital Management’s holdings in Walt Disney were worth $14,387,000 as of its most recent filing with the SEC.

A number of other large investors have also bought and sold shares of DIS. Copeland Capital Management LLC acquired a new stake 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 shares of Walt Disney during the third quarter worth approximately $30,000. Pilgrim Partners Asia Pte Ltd acquired a new position in Walt Disney during the third quarter worth $33,000. Finally, Bare Financial Services Inc raised its holdings in shares of Walt Disney by 48.5% in 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 last quarter. 65.71% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines Impacting Walt Disney

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

• Positive Sentiment: Streaming profits and Q1 beat — Disney reported Q1 revenue that topped estimates and disclosed streaming operating income up ~72% year-over-year, a sign the turnaround in streaming economics is real. Streaming Profits Are Up 72%
• Positive Sentiment: New Paris attraction rollout — Disney unveiled the World of Frozen/Disney Adventure World transformation at Disneyland Paris, a major parks catalyst that supports near-term attendance/revenue optimism. Disney brings ‘Frozen’ to Paris
• Positive Sentiment: Analyst support — Needham reiterated a Buy and a $125 price target, reinforcing the view that Disney can reassert its media identity and earn a valuation rerating. Needham Buy Rating
• Positive Sentiment: Marketing / consumer engagement — Free pop-up events in Houston (Hermann Park) help drive brand engagement and short-term consumer interest in parks and trips. Disney pop-up in Houston
• Neutral Sentiment: D23 planning and merchandising — Disney confirmed 2026 D23 ticketing and continues product rollouts (new Star Wars and R2‑D2 merchandise), steady engagement but limited immediate financial impact. D23 ticket info Merch releases
• Neutral Sentiment: Corporate honors / community items — Announcements like Disney Legends honorees and university talks are PR-positive but unlikely to move fundamentals. Disney Legends
• Negative Sentiment: AI and partnership setbacks — High-profile failures (the collapsed Sora/OpenAI initiative and a malfunctioning Nvidia-powered Olaf at Disneyland Paris) have raised doubts about some tech investments and created near-term PR/headline risk. Sora/OpenAI coverage Olaf malfunction
• Negative Sentiment: Tech partnerships and execution worries — Reports of setbacks around Epic Games and other tech bets have pressured sentiment and contributed to DIS still being below prior highs despite operational improvements. Partnership setbacks

Analyst Upgrades and Downgrades

Several equities analysts have weighed in on DIS shares. Phillip Securities upgraded Walt Disney to a “moderate buy” rating in a research note on Monday, January 12th. The Goldman Sachs Group reaffirmed a “buy” rating and issued a $151.00 price target on shares of Walt Disney in a report on Monday, February 2nd. TD Cowen reaffirmed a “hold” rating and set a $123.00 price objective on shares of Walt Disney in a report on Tuesday, February 3rd. Barclays restated an “overweight” rating on shares of Walt Disney in a research report on Monday, February 2nd. Finally, Needham & Company LLC reiterated a “buy” rating and issued a $125.00 price target on shares of Walt Disney in a research report on Tuesday. Seventeen analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, Walt Disney currently has an average rating of “Moderate Buy” and a consensus price target of $134.00.

Walt Disney Stock Up 2.1%

Shares of NYSE:DIS opened at $96.31 on Wednesday. The firm has a fifty day moving average price of $103.90 and a two-hundred day moving average price of $108.55. The company has a debt-to-equity ratio of 0.31, a current ratio of 0.67 and a quick ratio of 0.61. The Walt Disney Company has a one year low of $80.10 and a one year high of $124.69. The company has a market cap of $170.61 billion, a price-to-earnings ratio of 14.16, a PEG ratio of 1.32 and a beta of 1.42.

Walt Disney (NYSE:DIS) last released its quarterly earnings results on Monday, February 2nd. The entertainment giant reported $1.63 EPS for the quarter, beating analysts’ consensus estimates of $1.57 by $0.06. Walt Disney had a net margin of 12.80% and a return on equity of 8.90%. The firm had revenue of $25.98 billion during the quarter, compared to analyst estimates of $25.54 billion. During the same period in the previous year, the business earned $1.40 EPS. The business’s revenue for the quarter was up 5.2% on a year-over-year basis. Analysts anticipate that The Walt Disney Company will post 5.47 EPS for the current fiscal year.

Walt Disney Company 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.