The Walt Disney Company $DIS Shares Sold by Xcel Wealth Management LLC

Xcel Wealth Management LLC reduced its position in The Walt Disney Company (NYSE:DIS) by 30.9% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 17,812 shares of the entertainment giant’s stock after selling 7,956 shares during the period. Xcel Wealth Management LLC’s holdings in Walt Disney were worth $1,717,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors also recently bought and sold shares of the company. Swiss RE Ltd. acquired a new position in shares of Walt Disney during the 4th quarter worth about $25,000. Curio Wealth LLC increased its stake in Walt Disney by 110.4% during the 4th quarter. Curio Wealth LLC now owns 223 shares of the entertainment giant’s stock worth $26,000 after buying an additional 117 shares in the last quarter. Sfam LLC purchased a new stake in Walt Disney during the 4th quarter worth approximately $26,000. Greenline Wealth Management LLC acquired a new position in shares of Walt Disney during the fourth quarter valued at approximately $26,000. Finally, Osbon Capital Management LLC acquired a new position in shares of Walt Disney during the fourth quarter valued at approximately $26,000. Institutional investors and hedge funds own 65.71% of the company’s stock.

Trending Headlines about Walt Disney

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

• Positive Sentiment: Antipodes Global Fund disclosed a new investment in Disney, calling it a valuation opportunity. That kind of institutional buying can support the stock by signaling confidence that DIS may be undervalued. Antipodes Global Fund Invests in The Walt Disney Company (DIS) for Valuation Opportunities
• Positive Sentiment: Analysts and market commentary continue to frame Disney as a possible value and earnings-growth name, with some coverage highlighting price strength and a positive outlook relative to recent weakness. Earnings Growth & Price Strength Make Walt Disney (DIS) a Stock to Watch
• Neutral Sentiment: Disney continues to make normal park and consumer-brand news, including new seasonal offerings and merchandise at Walt Disney World. These stories support the brand but are unlikely to move the stock on their own.
• Neutral Sentiment: Coverage about Disney’s leadership structure and Bob Iger’s past deal-making, including discussion of a possible Apple merger, is more background than a near-term catalyst for DIS shares. Inside Disney’s org chart: See the leaders who report to CEO Josh D’Amaro and creative chief Dana Walden
• Negative Sentiment: Disney faces fresh legal and regulatory pressure after reports that the FCC is investigating the company and after Disney agreed to a $50 million settlement tied to claims that it made live-TV streaming more expensive. Both headlines add potential costs and overhang to the stock. US media regulator Brendan Carr accuses Disney of ‘misinformation’ on investigations Disney agreed to $50M settlement over claims it made live-TV streaming expensive
• Negative Sentiment: Recent commentary comparing Disney with other media names and noting slowing media-share trends suggests competitive pressure in streaming and advertising, which can weigh on investor sentiment toward DIS. Nielsen: YouTube Gains, Fox-Roku Would Be Third

Analyst Ratings Changes

DIS has been the topic of several recent research reports. Citigroup lifted their target price on shares of Walt Disney from $135.00 to $145.00 and gave the stock a “buy” rating in a research note on Friday, May 8th. Barclays raised their price target on shares of Walt Disney from $130.00 to $135.00 and gave the stock an “overweight” rating in a research note on Thursday, May 7th. Rosenblatt Securities boosted their price target on shares of Walt Disney from $121.00 to $126.00 and gave the stock a “buy” rating in a research report on Friday, June 5th. Needham & Company LLC reaffirmed a “buy” rating and set a $125.00 price objective on shares of Walt Disney in a research note on Friday, June 12th. Finally, JPMorgan Chase & Co. increased their price objective on shares of Walt Disney from $138.00 to $139.00 and gave the company an “overweight” rating in a report on Thursday, May 7th. One analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, Walt Disney presently has an average rating of “Moderate Buy” and an average target price of $133.71.

Walt Disney Trading Down 3.1%

NYSE DIS opened at $98.03 on Friday. The company has a debt-to-equity ratio of 0.33, a current ratio of 0.68 and a quick ratio of 0.62. The stock has a market capitalization of $170.23 billion, a P/E ratio of 15.66, a PEG ratio of 1.27 and a beta of 1.39. The firm’s 50-day moving average is $102.88 and its two-hundred day moving average is $105.07. The Walt Disney Company has a 12 month low of $92.18 and a 12 month high of $124.69.

Walt Disney (NYSE:DIS) last announced its earnings results on Wednesday, May 6th. The entertainment giant reported $1.57 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.49 by $0.08. Walt Disney had a return on equity of 8.92% and a net margin of 11.54%.The company had revenue of $25.17 billion for the quarter, compared to analyst estimates of $24.87 billion. During the same quarter in the previous year, the company earned $1.45 earnings per share. The firm’s quarterly revenue was up 6.5% compared to the same quarter last year. Walt Disney has set its FY 2026 guidance at 6.640-6.640 EPS. On average, sell-side analysts anticipate that The Walt Disney Company will post 6.85 earnings per share for the current year.

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.