Independent Financial Group LLC Invests $2.14 Million in The Walt Disney Company $DIS

Independent Financial Group LLC bought a new position in The Walt Disney Company (NYSE:DIS) in the 1st quarter, Holdings Channel.com reports. The firm bought 22,215 shares of the entertainment giant’s stock, valued at approximately $2,141,000.

A number of other institutional investors have also added to or reduced their stakes in DIS. Vanguard Group Inc. raised its position in Walt Disney by 0.8% during the fourth quarter. Vanguard Group Inc. now owns 159,342,154 shares of the entertainment giant’s stock valued at $18,128,357,000 after purchasing an additional 1,220,207 shares in the last quarter. State Street Corp boosted its holdings in shares of Walt Disney by 2.3% in the 4th quarter. State Street Corp now owns 83,873,646 shares of the entertainment giant’s stock worth $9,604,567,000 after purchasing an additional 1,853,897 shares in the last quarter. Geode Capital Management LLC boosted its holdings in shares of Walt Disney by 3.5% in the 4th quarter. Geode Capital Management LLC now owns 40,588,604 shares of the entertainment giant’s stock worth $4,597,804,000 after purchasing an additional 1,361,888 shares in the last quarter. J. Stern & Co. LLP increased its position in shares of Walt Disney by 9,060.1% during the 4th quarter. J. Stern & Co. LLP now owns 38,135,363 shares of the entertainment giant’s stock valued at $4,338,660,000 after purchasing an additional 37,719,041 shares during the last quarter. Finally, Norges Bank bought a new position in shares of Walt Disney during the 4th quarter valued at about $2,388,278,000. Institutional investors own 65.71% of the company’s stock.

Key Walt Disney News

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

• Positive Sentiment: Disney is expanding its parks and experiences business, with multiple reports highlighting new and reimagined attractions at Hollywood Studios and an official opening date for the newest Disney World attraction, which could support long-term theme park revenue. Disney World’s newest attraction has an official opening date
• Positive Sentiment: Disney continues to lean into sports fandom through a new NFL partnership, reinforcing the value of its sports/ESPN strategy and helping offset concerns about streaming competition. Disney Continues To Bet On Sports Fandom With New NFL Partnership
• Positive Sentiment: Recent reporting says Disney’s cruise business generated $3 billion last fiscal year and the company plans a major fleet expansion, pointing to another growth engine beyond streaming. Disney’s cruise ship fleet generated $3 billion…
• Neutral Sentiment: News that Disney is considering a free streaming option may be seen as a way to attract viewers, but it also suggests management is still searching for the right monetization model for streaming. Disney considers launching free streaming option for consumers
• Negative Sentiment: Investor debate over whether Disney should exit the streaming business highlights ongoing concerns about profitability and growth in Disney’s direct-to-consumer segment. SA Asks: Should Disney get out of the streaming business?
• Negative Sentiment: Regulatory scrutiny is a headwind after reports that the FCC is moving closer to rulings against Disney over “The View” and broadcast licenses, adding legal and reputational uncertainty. FCC Nearing Rulings Against Disney Over ‘The View,’ TV Licenses

Walt Disney Trading Down 1.9%

NYSE DIS opened at $97.77 on Friday. The firm has a market cap of $169.78 billion, a PE ratio of 15.62, a price-to-earnings-growth ratio of 1.23 and a beta of 1.39. The Walt Disney Company has a 1-year low of $92.18 and a 1-year high of $123.40. The stock has a 50-day moving average of $100.66 and a 200-day moving average of $103.55. The company has a current ratio of 0.68, a quick ratio of 0.62 and a debt-to-equity ratio of 0.33.

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

Analyst Ratings Changes

DIS has been the subject of a number of recent research reports. Citigroup boosted their target price on Walt Disney from $135.00 to $145.00 and gave the stock a “buy” rating in a research report on Friday, May 8th. Guggenheim increased their price target on shares of Walt Disney from $115.00 to $120.00 and gave the company a “buy” rating in a research report on Thursday, May 7th. Barclays decreased their price target on shares of Walt Disney from $135.00 to $110.00 and set an “overweight” rating on the stock in a research note on Tuesday, July 14th. Wells Fargo & Company lowered their price objective on shares of Walt Disney from $146.00 to $125.00 and set an “overweight” rating for the company in a report on Monday, July 13th. Finally, Raymond James Financial cut their price objective on shares of Walt Disney from $119.00 to $111.00 and set an “outperform” rating for the company in a research note on Thursday, July 2nd. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $129.31.

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.