Aptus Capital Advisors LLC Trims Stock Position in The Walt Disney Company $DIS

Aptus Capital Advisors LLC lessened its position in shares of The Walt Disney Company (NYSE:DIS) by 12.4% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 49,279 shares of the entertainment giant’s stock after selling 6,988 shares during the period. Aptus Capital Advisors LLC’s holdings in Walt Disney were worth $5,642,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also bought and sold shares of DIS. Copeland Capital Management LLC purchased a new position in shares of Walt Disney during the 3rd quarter valued at $25,000. Strengthening Families & Communities LLC bought a new position in shares of Walt Disney in the third quarter worth $29,000. Pilgrim Partners Asia Pte Ltd purchased a new stake in shares of Walt Disney in the third quarter worth $33,000. Bare Financial Services Inc raised its position in shares of Walt Disney by 48.5% in the third quarter. Bare Financial Services Inc now owns 291 shares of the entertainment giant’s stock worth $33,000 after buying an additional 95 shares in the last quarter. Finally, Total Investment Management Inc. bought a new stake in Walt Disney during the second quarter valued at $37,000. 65.71% of the stock is currently owned by hedge funds and other institutional investors.

Key Walt Disney News

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

• Positive Sentiment: Summer booking incentive — Disney is offering a free dining plan to Disney Visa cardmembers for select Walt Disney World stays, a targeted promotion that can boost room and F&B revenue during peak months and help fill discretionary spending categories. Disney Visa Cardmembers Can Get a Free Dining Plan at Walt Disney World in Today’s Daily Recap for 03/05/2026
• Positive Sentiment: Disney Cruise Line expansion — The Disney Adventure was christened in Singapore, reinforcing international cruise growth and incremental revenue opportunities outside North America. Global fleet momentum can support recurring revenue and margin mix improvements. Disney Cruise Line Christens the Disney Adventure in Singapore
• Positive Sentiment: Content upside — Pixar’s Hoppers is being positioned to capitalize on a viral meme, which could translate into stronger-than-expected box office and downstream streaming/licensing revenue if audience interest scales. Positive box-office surprises lift IP monetization across windows. Disney Pixar’s ‘Hoppers’ seeks to turn viral meme into box office gold
• Positive Sentiment: Parks investment — Disneyland’s $60M Avengers Campus expansion and other ride/upkeep projects signal continued capital spending to drive attendance and per-capita spending. These investments support long‑term park revenue growth. Disneyland offers behind-the-scenes tour of $60 million Avengers Campus expansion
• Neutral Sentiment: Leadership and liquidity debate — Coverage highlights Bob Iger stepping aside for parks chief Josh D’Amaro and the company’s $9.25B credit facility. Investors view this as mixed: it secures liquidity but raises execution and succession questions. Expect continued volatility while markets price leadership transition risk vs. stabilized financing. Disney Bull vs Bear: What Big Changes at the Entertainment Giant Really Mean for Investors
• Neutral Sentiment: Valuation debate persists — Analyst notes and fair‑value models cluster around ~$130 per share, underscoring a split between IP-driven upside and execution/earnings risk; this keeps the trading range relatively compressed until clearer fundamentals or guidance emerge. Why The Narrative Around Walt Disney (DIS) Is Shifting As Fair Value And IP Debates Collide
• Neutral Sentiment: Anniversary PR and nostalgia — Multiple stories and a downtown Orlando plaque commemorating the original 1965 “Florida Project” announcement create positive brand headlines but are unlikely to move near-term fundamentals materially. Orlando & Disney Unveil Plaque at the Site of Historic ‘The Florida Project’ Announcement
• Negative Sentiment: Safety/PR risk — A former safari driver alleges staff are trained to drive away if someone falls into a crocodile pit. That claim creates reputational risk, potential regulatory attention, and possible liability exposure if substantiated — factors that can pressure sentiment and attendance if amplified. “They’re not saving that baby”: Former Disney World safari driver says staff are trained to drive away if someone falls into crocodile pit

Walt Disney Stock Down 0.8%

Shares of DIS opened at $101.57 on Friday. The Walt Disney Company has a 1 year low of $80.10 and a 1 year high of $124.69. 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 stock has a 50 day simple moving average of $109.07 and a two-hundred day simple moving average of $110.94. The firm has a market cap of $179.93 billion, a P/E ratio of 14.94, a P/E/G ratio of 1.38 and a beta of 1.42.

Walt Disney (NYSE:DIS) last posted its quarterly earnings results on Monday, February 2nd. The entertainment giant reported $1.63 EPS for the quarter, topping the consensus estimate 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 for the quarter, compared to the consensus estimate of $25.54 billion. During the same period last year, the firm posted $1.40 earnings per share. The business’s revenue was up 5.2% compared to the same quarter last year. On average, analysts forecast that The Walt Disney Company will post 5.47 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

Several research firms recently commented on DIS. Wells Fargo & Company reduced their target price on Walt Disney from $152.00 to $150.00 and set an “overweight” rating for the company in a research report on Tuesday, February 3rd. KeyCorp reiterated a “sector weight” rating on shares of Walt Disney in a research report on Friday, November 14th. UBS Group reissued a “mixed” rating on shares of Walt Disney in a report on Monday, February 2nd. Guggenheim restated a “buy” rating and issued a $140.00 price objective on shares of Walt Disney in a research report on Tuesday, February 3rd. Finally, The Goldman Sachs Group reaffirmed a “buy” rating and issued a $151.00 target price on shares of Walt Disney in a research note on Monday, February 2nd. Seventeen analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, Walt Disney currently has an average rating of “Moderate Buy” and an average price target of $135.80.

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.