Brookstone Capital Management Increases Position in The Walt Disney Company $DIS

Brookstone Capital Management raised its position in shares of The Walt Disney Company (NYSE:DIS) by 8.1% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 126,456 shares of the entertainment giant’s stock after purchasing an additional 9,516 shares during the period. Brookstone Capital Management’s holdings in Walt Disney were worth $14,387,000 at the end of the most recent reporting period.

Other hedge funds have also recently added to or reduced their stakes in the company. Copeland Capital Management LLC bought a new position in shares of Walt Disney during the 3rd quarter valued at about $25,000. Strengthening Families & Communities LLC bought a new stake in Walt Disney in the 3rd quarter worth approximately $29,000. JPL Wealth Management LLC bought a new stake in Walt Disney in the 3rd quarter worth approximately $30,000. Pilgrim Partners Asia Pte Ltd purchased a new stake in Walt Disney in the third quarter worth approximately $33,000. Finally, Bare Financial Services Inc grew its position in Walt Disney by 48.5% during the third quarter. Bare Financial Services Inc now owns 291 shares of the entertainment giant’s stock valued at $33,000 after acquiring an additional 95 shares during the last quarter. Institutional investors own 65.71% of the company’s stock.

Walt Disney Stock Performance

Walt Disney stock opened at $96.31 on Wednesday. The company has a current ratio of 0.67, a quick ratio of 0.61 and a debt-to-equity ratio of 0.31. The firm has a market cap of $170.61 billion, a P/E ratio of 14.16, a P/E/G ratio of 1.32 and a beta of 1.42. The Walt Disney Company has a 1-year low of $80.10 and a 1-year high of $124.69. The firm has a 50-day moving average of $103.90 and a 200-day moving average of $108.55.

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, beating analysts’ consensus estimates of $1.57 by $0.06. The company had revenue of $25.98 billion for the quarter, compared to the consensus estimate of $25.54 billion. Walt Disney had a return on equity of 8.90% and a net margin of 12.80%.Walt Disney’s revenue was up 5.2% compared to the same quarter last year. During the same quarter in the previous year, the business earned $1.40 EPS. Sell-side analysts expect that The Walt Disney Company will post 5.47 EPS for the current year.

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 Ratings Changes

Several research analysts have commented on the stock. Morgan Stanley started coverage on shares of Walt Disney in a research note on Tuesday, February 3rd. They set an “overweight” rating and a $135.00 price target on the stock. Phillip Securities raised shares of Walt Disney to a “moderate buy” rating in a report on Monday, January 12th. Jefferies Financial Group decreased their target price on shares of Walt Disney from $136.00 to $132.00 and set a “buy” rating on the stock in a research report on Tuesday, February 3rd. Citigroup cut their price target on shares of Walt Disney from $145.00 to $140.00 and set a “buy” rating for the company in a research report on Friday, January 16th. Finally, Barclays reaffirmed an “overweight” rating on shares of Walt Disney in a research note on Monday, February 2nd. Seventeen equities research analysts have rated the stock with a Buy rating, six have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $134.00.

About Walt Disney

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.