Bright Futures Wealth Management LLC. Buys New Holdings in The Walt Disney Company $DIS

Bright Futures Wealth Management LLC. purchased a new position in The Walt Disney Company (NYSE:DIS) during the third quarter, Holdings Channel reports. The fund purchased 8,392 shares of the entertainment giant’s stock, valued at approximately $961,000.

Several other hedge funds and other institutional investors have also recently bought and sold shares of DIS. Okabena Investment Services Inc. boosted its stake in shares of Walt Disney by 134.3% during the third quarter. Okabena Investment Services Inc. now owns 23,791 shares of the entertainment giant’s stock valued at $2,724,000 after purchasing an additional 13,635 shares during the period. Arete Wealth Advisors LLC boosted its position in Walt Disney by 0.7% during the 3rd quarter. Arete Wealth Advisors LLC now owns 328,891 shares of the entertainment giant’s stock valued at $37,646,000 after buying an additional 2,404 shares during the period. Aprio Wealth Management LLC grew its holdings in Walt Disney by 10.2% in the 3rd quarter. Aprio Wealth Management LLC now owns 12,271 shares of the entertainment giant’s stock worth $1,405,000 after acquiring an additional 1,134 shares during the last quarter. Aviso Financial Inc. increased its position in shares of Walt Disney by 3.3% in the third quarter. Aviso Financial Inc. now owns 4,557 shares of the entertainment giant’s stock valued at $522,000 after acquiring an additional 146 shares during the period. Finally, United Bank increased its position in shares of Walt Disney by 7.0% in the third quarter. United Bank now owns 16,455 shares of the entertainment giant’s stock valued at $1,884,000 after acquiring an additional 1,071 shares during the period. Institutional investors own 65.71% of the company’s stock.

Key Stories Impacting Walt Disney

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

• Positive Sentiment: Disney is partnering with OpenAI to deploy AI for franchise content and creativity and has reached a peace agreement with Florida authorities to move forward on large-scale expansion in the state — a potential long-term revenue and content lever if execution goes well. Disney’s AI Bet And Florida Expansion Reshape Parks And IP Story
• Positive Sentiment: Disney unveiled new 2026 attractions, refurbishments and guest experiences across its parks — planned capex that should help drive attendance, per-capita spending and merchandising opportunities. Disney unveils new attractions, refurbishments, and experiences for 2026
• Positive Sentiment: New park offerings aimed at families (e.g., Olaf-led drawing classes, new live experiences such as Goofy’s Mystery Tour) are incremental attendance drivers and low-risk ways to boost guest engagement and F&B/merch capture. Disney: New drawing classes will feature Olaf animatronic
• Neutral Sentiment: Profile pieces on CEO Josh D’Amaro highlight his mandate to navigate AI, revitalize Star Wars/Marvel and sustain park momentum — leadership clarity could be a catalyst, but results depend on execution over multiple years. Can New Disney CEO Josh D’Amaro Weather AI, Revitalize ‘Star Wars’ and Marvel and Save the Magic Kingdom?
• Neutral Sentiment: Kristina Schake’s planned departure as Chief Communications Officer is noted in coverage; leadership turnover in communications is watchable but not immediately material to cash flows. Disney’s AI Bet And Florida Expansion Reshape Parks And IP Story
• Negative Sentiment: Reports say Disneyland abandoned earlier plans for a Villains land, and related redevelopment discussions suggest scope changes and potential write-offs or delays — these can increase near-term capex volatility and push out expected returns. Disneyland abandoned plans for Disney Villains land, report says
• Negative Sentiment: Separately, reporting on a redeveloped — and reportedly expensive — Villains concept for Walt Disney World raises execution and cost-risk concerns that could pressure near-term capital planning and margins. Disney World’s Upcoming Villains Land Is Reportedly Being Redeveloped, And The New Plan Sounds Amazing (And Expensive)

Analyst Ratings Changes

A number of analysts have recently weighed in on DIS shares. UBS Group reiterated a “mixed” rating on shares of Walt Disney in a report on Monday, February 2nd. Phillip Securities upgraded Walt Disney to a “moderate buy” rating in a report on Monday, January 12th. The Goldman Sachs Group reiterated a “buy” rating and issued a $151.00 price objective on shares of Walt Disney in a research report on Monday, February 2nd. Sanford C. Bernstein restated an “outperform” rating on shares of Walt Disney in a report on Wednesday, November 12th. Finally, Weiss Ratings lowered Walt Disney from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Tuesday, February 3rd. Seventeen research analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $135.80.

Walt Disney Price Performance

Shares of DIS stock opened at $106.05 on Monday. The stock has a market cap of $187.87 billion, a price-to-earnings ratio of 15.60, a PEG ratio of 1.44 and a beta of 1.42. The business’s fifty day moving average is $110.14 and its 200 day moving average is $111.37. The Walt Disney Company has a twelve month low of $80.10 and a twelve month high of $124.69. The company has a quick ratio of 0.61, a current ratio of 0.67 and a debt-to-equity ratio of 0.31.

Walt Disney (NYSE:DIS) last posted its quarterly earnings data on Monday, February 2nd. The entertainment giant reported $1.63 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates 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 earned $1.40 earnings per share. The firm’s quarterly 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 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.