Nations Financial Group Inc. IA ADV Has $812,000 Stake in The Walt Disney Company $DIS

Nations Financial Group Inc. IA ADV trimmed its position in The Walt Disney Company (NYSE:DIS) by 39.2% during the third quarter, HoldingsChannel.com reports. The firm owned 7,095 shares of the entertainment giant’s stock after selling 4,568 shares during the quarter. Nations Financial Group Inc. IA ADV’s holdings in Walt Disney were worth $812,000 as of its most recent SEC filing.

Other hedge funds have also modified their holdings of the company. Border to Coast Pensions Partnership Ltd raised its holdings in shares of Walt Disney by 13.6% in the second quarter. Border to Coast Pensions Partnership Ltd now owns 502,961 shares of the entertainment giant’s stock valued at $62,372,000 after purchasing an additional 60,353 shares during the last quarter. Chapin Davis Inc. boosted its holdings in Walt Disney by 10.4% during the second quarter. Chapin Davis Inc. now owns 30,117 shares of the entertainment giant’s stock worth $3,735,000 after purchasing an additional 2,828 shares during the last quarter. Sterling Investment Counsel LLC grew its position in Walt Disney by 130.5% in the third quarter. Sterling Investment Counsel LLC now owns 13,590 shares of the entertainment giant’s stock valued at $1,556,000 after purchasing an additional 7,695 shares in the last quarter. Coronation Fund Managers Ltd. increased its stake in Walt Disney by 18.5% in the 2nd quarter. Coronation Fund Managers Ltd. now owns 224,835 shares of the entertainment giant’s stock valued at $27,882,000 after buying an additional 35,073 shares during the last quarter. Finally, SVB Wealth LLC acquired a new stake in Walt Disney in the 2nd quarter valued at $1,352,000. 65.71% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

A number of research firms have recently commented on DIS. Evercore ISI increased their price objective on shares of Walt Disney from $140.00 to $142.00 and gave the stock an “outperform” rating in a research note on Friday, November 14th. Weiss Ratings reiterated a “buy (b-)” rating on shares of Walt Disney in a report on Monday, December 29th. UBS Group reissued a “buy” rating and set a $138.00 price target on shares of Walt Disney in a research report on Friday, November 14th. Raymond James Financial restated a “market perform” rating on shares of Walt Disney in a research note on Friday, November 14th. Finally, KeyCorp reaffirmed a “sector weight” rating on shares of Walt Disney in a research report on Friday, November 14th. Nineteen investment analysts have rated the stock with a Buy rating, six have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $135.20.

Key Walt Disney News

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 Trading Down 1.8%

Shares of NYSE:DIS opened at $111.35 on Monday. The Walt Disney Company has a 52-week low of $80.10 and a 52-week high of $124.69. The company has a debt-to-equity ratio of 0.31, a quick ratio of 0.65 and a current ratio of 0.71. The company has a market capitalization of $198.79 billion, a P/E ratio of 16.23, a price-to-earnings-growth ratio of 1.55 and a beta of 1.44. The company has a 50-day simple moving average of $110.00 and a 200 day simple moving average of $113.82.

Walt Disney (NYSE:DIS) last released its quarterly earnings data on Thursday, November 13th. The entertainment giant reported $1.11 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.03 by $0.08. Walt Disney had a return on equity of 9.37% and a net margin of 13.14%.The firm had revenue of $22.46 billion for the quarter, compared to analyst estimates of $22.78 billion. During the same quarter in the prior year, the company earned $1.14 earnings per share. The business’s revenue for the quarter was down .5% compared to the same quarter last year. Sell-side analysts forecast that The Walt Disney Company will post 5.47 earnings per share 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 issued a dividend of $0.75 per share. The ex-dividend date of this dividend is Tuesday, June 30th. This represents a yield of 139.0%. Walt Disney’s dividend payout ratio (DPR) is currently 21.87%.

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.