Mmbg Investment Advisors CO. Has $8.17 Million Position in The Walt Disney Company $DIS

Mmbg Investment Advisors CO. lessened its holdings in shares of The Walt Disney Company (NYSE:DIS) by 26.9% in the third quarter, according to its most recent filing with the SEC. The firm owned 71,335 shares of the entertainment giant’s stock after selling 26,285 shares during the period. Mmbg Investment Advisors CO.’s holdings in Walt Disney were worth $8,168,000 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Cornerstone Advisory LLC lifted its stake in 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 period. Strategic Family Wealth Counselors L.L.C. raised its position in shares of Walt Disney by 1.0% in the 2nd quarter. Strategic Family Wealth Counselors L.L.C. now owns 8,586 shares of the entertainment giant’s stock valued at $1,065,000 after acquiring an additional 87 shares during the period. Baltimore Washington Financial Advisors Inc. boosted its stake in Walt Disney by 1.3% during the 2nd quarter. Baltimore Washington Financial Advisors Inc. now owns 6,957 shares of the entertainment giant’s stock worth $863,000 after acquiring an additional 88 shares during the last quarter. Jim Saulnier & Associates LLC grew its holdings in Walt Disney by 3.1% during the third quarter. Jim Saulnier & Associates LLC now owns 2,995 shares of the entertainment giant’s stock valued at $343,000 after purchasing an additional 90 shares during the period. Finally, Atlas Brown Inc. increased its stake in Walt Disney by 0.5% in the third quarter. Atlas Brown Inc. now owns 20,202 shares of the entertainment giant’s stock valued at $2,313,000 after purchasing an additional 91 shares in the last quarter. 65.71% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

A number of equities analysts have recently weighed in on the stock. Evercore lifted their price target on shares of Walt Disney from $140.00 to $142.00 and gave the stock an “outperform” rating in a research report on Friday, November 14th. Phillip Securities upgraded Walt Disney to a “moderate buy” rating in a report on Monday, January 12th. Jefferies Financial Group cut their price objective on Walt Disney from $136.00 to $132.00 and set a “buy” rating on the stock in a report on Tuesday, February 3rd. Needham & Company LLC reissued a “buy” rating and set a $125.00 target price on shares of Walt Disney in a research note on Monday, February 2nd. Finally, Citigroup dropped their target price on shares of Walt Disney from $145.00 to $140.00 and set a “buy” rating on the stock in a report on Friday, January 16th. Seventeen research analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, Walt Disney presently has an average rating of “Moderate Buy” and a consensus target price of $135.80.

Walt Disney Price Performance

NYSE DIS opened at $105.46 on Monday. The firm’s 50 day moving average is $111.06 and its 200-day moving average is $112.07. The company has a quick ratio of 0.61, a current ratio of 0.67 and a debt-to-equity ratio of 0.31. The company has a market capitalization of $186.82 billion, a PE ratio of 15.51, a price-to-earnings-growth ratio of 1.44 and a beta of 1.43. The Walt Disney Company has a 12-month low of $80.10 and a 12-month high of $124.69.

Walt Disney (NYSE:DIS) last released its earnings results on Monday, February 2nd. The entertainment giant reported $1.63 earnings per share for the quarter, beating analysts’ consensus estimates of $1.57 by $0.06. Walt Disney had a net margin of 12.80% and a return on equity of 8.90%. The business had revenue of $25.98 billion during the quarter, compared to the consensus estimate of $25.54 billion. During the same quarter last year, the firm earned $1.40 earnings per share. The firm’s revenue for the quarter was up 5.2% compared to the same quarter last year. Equities research analysts anticipate that The Walt Disney Company will post 5.47 earnings per share for the current fiscal year.

Key Headlines Impacting Walt Disney

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

• Positive Sentiment: Disney’s sizable investment in generative AI and a reported “billion-dollar OpenAI bet” signals dealmaking and technology-driven content/production upside that could lift margins and content velocity over time. Read More.
• Positive Sentiment: Company plans a big 2027 Super Bowl push (including a ManningCast tie-in), which points to ad/revenue opportunities and cross-platform promotion across Disney’s networks and streaming services. Read More.
• Positive Sentiment: Park and IP product refreshes — new animatronics (Frozen Ever After) and rotating classic animatronic shows at Disneyland — support attendance and guest-spend narratives. These operational improvements are tangible catalysts for parks revenue. Read More. / Read More.
• Neutral Sentiment: Disney has filed a patent for an articulating-arm ride system — a long-term innovation that could improve ride design but is not an immediate revenue driver. Read More.
• Negative Sentiment: Disney launched a $4 billion senior notes offering — the sizable new debt issuance is seen by markets as a near-term negative, pressuring the stock and raising concerns about capital allocation and leverage. Read More.
• Negative Sentiment: Market commentary linked the $4B borrowing to downward pressure on the stock; some analysts and reports flagged the move as a catalyst for recent share weakness. Read More.
• Negative Sentiment: Regulatory/privacy headwinds: Disney agreed to pay about $2.75M to settle alleged CCPA violations in California and has settled a related multimillion-dollar streaming data suit; broader probes of streaming data practices remain active — ongoing regulatory risk and reputational headlines. Read More. / Read More.
• Negative Sentiment: High-profile criticism from former CEO Michael Eisner calling parks “too expensive” and criticizing past leadership adds negative PR that could shape public debate about pricing and attendance. Read More.

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.