Part 6/8:
Speculation continues about whether Peltz might re-enter Disney’s stock and push for further governance reforms. The recent decline from the $120 peak suggests that if Disney’s stock price falls into the $80s or $90s, Peltz could see an opportunity for another strategic investment or proxy campaign.
Sources indicate that Peltz’s firm may be closely monitoring Disney’s strategic moves, especially between now and late 2024, which is traditionally when activist campaigns and proxy efforts intensify. Peltz’s previous comments about Disney’s management and strategy reveal his ongoing interest in influencing the company's direction.