The Walt Disney Company $DIS Shares Sold by Patriot Financial Group Insurance Agency LLC

Patriot Financial Group Insurance Agency LLC trimmed its stake in The Walt Disney Company (NYSE:DIS) by 56.8% in the third quarter, HoldingsChannel.com reports. The fund owned 11,165 shares of the entertainment giant’s stock after selling 14,660 shares during the quarter. Patriot Financial Group Insurance Agency LLC’s holdings in Walt Disney were worth $1,278,000 at the end of the most recent reporting period.

Other large investors have also made changes to their positions in the company. Kondo Wealth Advisors Inc. lifted its holdings in Walt Disney by 1.2% in the 2nd quarter. Kondo Wealth Advisors Inc. now owns 7,317 shares of the entertainment giant’s stock valued at $904,000 after purchasing an additional 84 shares in the last quarter. Cornerstone Advisory LLC raised its position in shares of Walt Disney by 1.5% in the second quarter. Cornerstone Advisory LLC now owns 5,890 shares of the entertainment giant’s stock valued at $730,000 after buying an additional 86 shares during the last quarter. Physician Wealth Advisors Inc. lifted its stake in shares of Walt Disney by 3.5% during the second quarter. Physician Wealth Advisors Inc. now owns 2,606 shares of the entertainment giant’s stock valued at $323,000 after buying an additional 87 shares during the period. Childress Capital Advisors LLC boosted its position in Walt Disney by 3.3% during the second quarter. Childress Capital Advisors LLC now owns 2,749 shares of the entertainment giant’s stock worth $341,000 after acquiring an additional 87 shares during the last quarter. Finally, Apollon Financial LLC boosted its position in Walt Disney by 1.5% during the second quarter. Apollon Financial LLC now owns 6,086 shares of the entertainment giant’s stock worth $755,000 after acquiring an additional 87 shares during the last quarter. Institutional investors and hedge funds own 65.71% of the company’s stock.

Walt Disney News Roundup

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

• Positive Sentiment: Early box-office reception: “Avatar: Fire and Ash” pulled in ~$12M from Thursday previews — a solid start that supports near-term theatrical revenue and franchise monetization potential for Disney. Read More.
• Positive Sentiment: Streaming momentum: CEO commentary and analysis note ESPN’s new flagship streaming service is seeing early success and Disney+ / Hulu are producing robust profits — this supports margin recovery and valuation multiple expansion if subscription economics continue improving. Read More.
• Positive Sentiment: Analyst endorsement: Wells Fargo highlights Disney as a top media pick, signaling institutional buy-side support that can help buoy the shares. Read More.
• Positive Sentiment: Recent market performance note: Coverage reporting a recent uptick/market-beating close may reflect short-term momentum and investor interest. Read More.
• Neutral Sentiment: R&D / attraction innovation: Disney is piloting 3D-printed props (Jungle Cruise polymer canoe) and advancing animatronic tech (self-walking Olaf) — these reduce production costs and enable new park experiences but are gradual, not immediate earnings drivers. Read More. Read More.
• Neutral Sentiment: Valuation debate: Several write-ups argue Disney may be undervalued after recent gains — useful context for investors weighing longer-term upside vs near-term risks. Read More.
• Neutral Sentiment: Misinformation/fan coverage: Social posts and fact checks (e.g., fake Taylor Swift “Eras” ride video) and consumer pieces about parks/exhibits drive PR and foot traffic interest but have limited direct impact on fundamentals. Read More.
• Negative Sentiment: Distribution/ad risk: The Oscars moving from ABC to YouTube after decades could signal shifting rights deals and ad-revenue pressures for Disney’s linear-TV business (ABC), representing a potential long-term headwind for segment advertising and carriage economics. Read More.
• Negative Sentiment: Loss in creative leadership: The death of former Imagineering SVP Eddie Sotto is a reputational/human-capital loss; important culturally but with limited direct financial impact. Read More.

Walt Disney Stock Performance

Walt Disney stock opened at $111.21 on Friday. The company has a market cap of $198.54 billion, a price-to-earnings ratio of 16.21, a price-to-earnings-growth ratio of 1.55 and a beta of 1.49. The Walt Disney Company has a 12 month low of $80.10 and a 12 month high of $124.69. The company has a debt-to-equity ratio of 0.31, a current ratio of 0.71 and a quick ratio of 0.65. The stock’s 50-day moving average is $109.21 and its 200-day moving average is $114.55.

Walt Disney (NYSE:DIS) last issued its earnings results on Thursday, November 13th. The entertainment giant reported $1.11 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.03 by $0.08. Walt Disney had a return on equity of 9.37% and a net margin of 13.14%.The business had revenue of $22.46 billion during the quarter, compared to analysts’ expectations of $22.78 billion. During the same quarter in the previous year, the business earned $1.14 EPS. The company’s revenue for the quarter was down .5% on a year-over-year basis. Equities analysts anticipate that The Walt Disney Company will post 5.47 earnings per share for the current year.

Walt Disney Dividend Announcement

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

Analysts Set New Price Targets

Several brokerages have weighed in on DIS. Guggenheim reiterated a “buy” rating and issued a $140.00 price target on shares of Walt Disney in a report on Friday, November 14th. Rosenblatt Securities reiterated a “buy” rating and issued a $141.00 target price on shares of Walt Disney in a research note on Friday, October 17th. UBS Group reissued a “buy” rating and issued a $138.00 price target on shares of Walt Disney in a research note on Friday, November 14th. Wells Fargo & Company lowered their price target on Walt Disney from $159.00 to $152.00 and set an “overweight” rating for the company in a report on Friday, November 14th. Finally, Wall Street Zen lowered shares of Walt Disney from a “buy” rating to a “hold” rating in a report on Friday, October 3rd. Nineteen analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, Walt Disney has an average rating of “Moderate Buy” and an average target price of $134.41.

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.