Wealth Enhancement Advisory Services LLC Increases Position in The Walt Disney Company $DIS

Wealth Enhancement Advisory Services LLC increased its position in The Walt Disney Company (NYSE:DIS) by 0.6% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 970,769 shares of the entertainment giant’s stock after acquiring an additional 6,107 shares during the period. Wealth Enhancement Advisory Services LLC owned approximately 0.05% of Walt Disney worth $109,241,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Norges Bank purchased a new position in Walt Disney during the 2nd quarter worth approximately $2,618,295,000. Viking Global Investors LP purchased a new stake in Walt Disney in the second quarter valued at $725,219,000. Assenagon Asset Management S.A. grew its position in Walt Disney by 231.4% during the 3rd quarter. Assenagon Asset Management S.A. now owns 4,711,353 shares of the entertainment giant’s stock worth $539,450,000 after purchasing an additional 3,289,707 shares during the period. Boston Partners raised its stake in shares of Walt Disney by 84.2% during the 2nd quarter. Boston Partners now owns 6,921,229 shares of the entertainment giant’s stock valued at $856,582,000 after buying an additional 3,162,938 shares during the last quarter. Finally, Laurel Wealth Advisors LLC boosted its stake in shares of Walt Disney by 11,943.6% in the second quarter. Laurel Wealth Advisors LLC now owns 2,827,112 shares of the entertainment giant’s stock worth $350,590,000 after buying an additional 2,803,638 shares during the last quarter. Institutional investors and hedge funds own 65.71% of the company’s stock.

Wall Street Analyst Weigh In

Several research analysts recently weighed in on DIS shares. Weiss Ratings reiterated a “buy (b-)” rating on shares of Walt Disney in a research report on Monday, December 29th. UBS Group reiterated a “buy” rating and issued a $138.00 target price on shares of Walt Disney in a research note on Friday, November 14th. KeyCorp restated a “sector weight” rating on shares of Walt Disney in a research report on Friday, November 14th. Needham & Company LLC reiterated a “buy” rating and issued a $125.00 price objective on shares of Walt Disney in a research report on Thursday, November 13th. Finally, Sanford C. Bernstein reissued an “outperform” rating on shares of Walt Disney in a research note on Wednesday, November 12th. Nineteen investment analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, Walt Disney currently has a consensus rating of “Moderate Buy” and an average target price of $135.20.

Walt Disney Stock Down 1.8%

Shares of DIS opened at $111.35 on Monday. The stock has a fifty day simple moving average of $110.00 and a two-hundred day simple moving average of $113.82. The company has a market capitalization of $198.79 billion, a PE ratio of 16.23, a price-to-earnings-growth ratio of 1.55 and a beta of 1.44. The company has a quick ratio of 0.65, a current ratio of 0.71 and a debt-to-equity ratio of 0.31. The Walt Disney Company has a 52-week low of $80.10 and a 52-week high of $124.69.

Walt Disney (NYSE:DIS) last announced its earnings results on Thursday, November 13th. The entertainment giant reported $1.11 earnings per share for the quarter, topping the consensus estimate of $1.03 by $0.08. The company had revenue of $22.46 billion during the quarter, compared to analyst estimates of $22.78 billion. Walt Disney had a net margin of 13.14% and a return on equity of 9.37%. Walt Disney’s revenue was down .5% compared to the same quarter last year. During the same quarter last year, the firm posted $1.14 earnings per share. As a group, equities analysts forecast that The Walt Disney Company will post 5.47 EPS for the current year.

Walt Disney Dividend Announcement

The firm also recently declared a dividend, which will be paid on Wednesday, July 22nd. Shareholders of record on Tuesday, June 30th will be paid a $0.75 dividend. The ex-dividend date is Tuesday, June 30th. This represents a dividend yield of 139.0%. Walt Disney’s payout ratio is 21.87%.

Key Stories Impacting Walt Disney

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

• Positive Sentiment: Dave Filoni named Disney’s new Star Wars chief — a widely respected creative with success on The Clone Wars and The Mandalorian, which investors view as a catalyst for better-managed Star Wars IP and streaming/merchandising upside. Disney Picks a New Star Wars Chief
• Positive Sentiment: Disney creates a unified marketing unit and named Asad Ayaz as first-ever Chief Marketing & Brand Officer — a move aimed at improving cohesion, ad efficiency and cross?divisional promotion that could help content monetization and park/studio marketing ROI. Disney streamlines marketing into one unit
• Positive Sentiment: Brokerage consensus still leans constructive — a recent roundup shows a “moderate buy” consensus and some analysts retain buy ratings, providing analyst support beneath the shares. Consensus Recommendation
• Neutral Sentiment: Park and consumer updates (new attractions, pricing and visitor guides) keep engagement positive for experiences but are routine and unlikely to move the stock materially on their own. 8 Big Things Changing at Disney World
• Neutral Sentiment: Kathleen Kennedy steps down from Lucasfilm — an important leadership change that is partially offset by Disney installing a high?profile successor; watch for how this transition is managed operationally. Kathleen Kennedy steps down
• Negative Sentiment: Citigroup trimmed its price target from $145 to $140 (still a Buy) — the cut narrows analyst upside and likely weighed on sentiment even though the rating was maintained. Citigroup price target cut
• Negative Sentiment: Feature pieces highlight the stock’s sluggish performance and risks to CEO Bob Iger’s legacy — narratives about underperformance, streaming profitability and investor patience can amplify downside pressure. Disney’s sluggish stock threatens Iger’s legacy

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.