Greenberg Financial Group Makes New $744,000 Investment in The Walt Disney Company $DIS

Greenberg Financial Group acquired a new position in shares of The Walt Disney Company (NYSE:DIS) in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund acquired 6,541 shares of the entertainment giant’s stock, valued at approximately $744,000.

Other institutional investors also recently bought and sold shares of the company. Jim Saulnier & Associates LLC raised its holdings in shares of Walt Disney by 3.1% during the third quarter. Jim Saulnier & Associates LLC now owns 2,995 shares of the entertainment giant’s stock worth $343,000 after purchasing an additional 90 shares during the period. Atlas Brown Inc. raised its holdings in shares of Walt Disney by 0.5% during the third quarter. Atlas Brown Inc. now owns 20,202 shares of the entertainment giant’s stock worth $2,313,000 after purchasing an additional 91 shares during the period. CFO4Life Group LLC raised its holdings in shares of Walt Disney by 1.2% during the third quarter. CFO4Life Group LLC now owns 7,894 shares of the entertainment giant’s stock worth $904,000 after purchasing an additional 92 shares during the period. Stonebrook Private Inc. raised its holdings in shares of Walt Disney by 4.1% during the third quarter. Stonebrook Private Inc. now owns 2,357 shares of the entertainment giant’s stock worth $270,000 after purchasing an additional 92 shares during the period. Finally, Foster Group Inc. raised its holdings in shares of Walt Disney by 1.1% during the third quarter. Foster Group Inc. now owns 8,336 shares of the entertainment giant’s stock worth $955,000 after purchasing an additional 93 shares during the period. 65.71% of the stock is currently owned by hedge funds and other institutional investors.

Walt Disney Stock Up 3.3%

DIS stock opened at $98.95 on Thursday. 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 fifty-two week low of $81.19 and a fifty-two week high of $124.69. The firm’s 50-day simple moving average is $102.15 and its 200 day simple moving average is $107.83. The stock has a market cap of $175.28 billion, a PE ratio of 14.55, a price-to-earnings-growth ratio of 1.35 and a beta of 1.44.

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, topping 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 business had revenue of $25.98 billion for the quarter, compared to analysts’ expectations of $25.54 billion. During the same quarter last year, the company earned $1.40 EPS. The company’s revenue for the quarter was up 5.2% compared to the same quarter last year. As a group, sell-side analysts predict that The Walt Disney Company will post 5.47 EPS for the current year.

Walt Disney News Summary

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

• Positive Sentiment: Raymond James upgraded Disney to Outperform and set a $115 price target, citing a more compelling valuation as macro and visitation headwinds ease — a dealer-level vote of confidence that likely supports buying interest. A $115 Price Target Puts Disney (DIS) Back in Focus — But Why Now?
• Positive Sentiment: Goldman Sachs reiterated a Buy and maintains a $151 price target, reinforcing upside expectations ahead of Disney’s fiscal Q2 results and supporting bullish positioning. Goldman Sachs Remains a Buy on Walt Disney Company (DIS)
• Positive Sentiment: Disney is expanding ESPN content distribution by adding ESPN sports to its flagship streaming service in an additional 53 countries, which should help engagement and monetization internationally. Analysts Cheer as Disney (DIS) Adds ESPN Sports to Its Streaming Platform
• Positive Sentiment: Disney earned a record 96 News & Documentary Emmy nominations, a content-quality signal that can bolster brand, licensing and subscriber interest over time. The Walt Disney Company Earns 96 News & Documentary Emmy® Award Nominations in 2026
• Neutral Sentiment: Barclays trimmed its price target from $140 to $130 but kept an Overweight rating — a downgrade in target that tempers upside, offset by continued buy-side support. Benzinga Coverage
• Neutral Sentiment: Zacks highlights the Experiences (parks/cruises) segment showing expansion-driven revenue growth, but warns rising costs and softer international visitation could limit near-term margin upside. Can Disney’s Experiences Segment Maintain Its Growth Momentum?
• Neutral Sentiment: OpenAI’s shutdown of its Sora app removes one AI-video competitor but reportedly cost OpenAI a $1B content partnership tied to Disney — a development with unclear near-term impact on Disney’s streaming/content strategy. OpenAI Shutters Sora: A Win for Meta Platforms Amid a Rocky Stretch (DIS)
• Negative Sentiment: Michigan’s Supreme Court declined to hear an appeal, leaving Disney potentially liable for a significant state tax bill — a legal/tax liability that could pressure near-term cash flows if resolved unfavorably. Disney may be on hook for Michigan taxes after justices decline appeal

Wall Street Analysts Forecast Growth

A number of analysts have weighed in on the stock. The Goldman Sachs Group reissued a “buy” rating and set a $151.00 target price on shares of Walt Disney in a report on Monday, February 2nd. Citigroup dropped their target price on shares of Walt Disney from $145.00 to $140.00 and set a “buy” rating on the stock in a report on Friday, January 16th. Raymond James Financial raised shares of Walt Disney from a “market perform” rating to an “outperform” rating and set a $115.00 target price on the stock in a report on Wednesday, April 1st. Guggenheim dropped their target price on shares of Walt Disney from $140.00 to $115.00 and set a “buy” rating on the stock in a report on Wednesday, March 18th. Finally, Needham & Company LLC reissued a “buy” rating and set a $125.00 target price on shares of Walt Disney in a report on Tuesday, March 31st. Eighteen 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’s stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average 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.