Cliftonlarsonallen Wealth Advisors LLC Has $1.27 Million Stock Position in The Walt Disney Company $DIS

Cliftonlarsonallen Wealth Advisors LLC reduced its holdings in shares of The Walt Disney Company (NYSE:DIS) by 38.5% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 11,057 shares of the entertainment giant’s stock after selling 6,914 shares during the quarter. Cliftonlarsonallen Wealth Advisors LLC’s holdings in Walt Disney were worth $1,266,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Kingstone Capital Partners Texas LLC acquired a new stake in Walt Disney during the second quarter worth about $4,220,599,000. Wedge Capital Management L L P NC lifted its holdings in shares of Walt Disney by 8,744.0% during the 2nd quarter. Wedge Capital Management L L P NC now owns 320,329 shares of the entertainment giant’s stock worth $39,724,000 after acquiring an additional 316,707 shares during the period. Lodge Hill Capital LLC bought a new stake in shares of Walt Disney during the 1st quarter worth approximately $24,373,000. Border to Coast Pensions Partnership Ltd boosted its position in shares of Walt Disney by 13.6% during the 2nd quarter. Border to Coast Pensions Partnership Ltd now owns 502,961 shares of the entertainment giant’s stock worth $62,372,000 after acquiring an additional 60,353 shares in the last quarter. Finally, Chapin Davis Inc. increased its stake in Walt Disney by 10.4% in the second quarter. Chapin Davis Inc. now owns 30,117 shares of the entertainment giant’s stock valued at $3,735,000 after acquiring an additional 2,828 shares during the last quarter. 65.71% of the stock is currently owned by institutional investors and hedge funds.

Walt Disney Trading Up 1.0%

Shares of DIS stock opened at $112.35 on Tuesday. The company has a quick ratio of 0.65, a current ratio of 0.71 and a debt-to-equity ratio of 0.31. The firm has a market capitalization of $200.57 billion, a P/E ratio of 16.38, a P/E/G ratio of 1.54 and a beta of 1.49. The Walt Disney Company has a twelve month low of $80.10 and a twelve month high of $124.69. The stock’s fifty day simple moving average is $109.25 and its 200 day simple moving average is $114.56.

Walt Disney (NYSE:DIS) last announced its quarterly earnings results on Thursday, November 13th. The entertainment giant reported $1.11 EPS for the quarter, beating 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 firm had revenue of $22.46 billion for the quarter, compared to analyst estimates of $22.78 billion. During the same period last year, the firm posted $1.14 earnings per share. The business’s revenue for the quarter was down .5% on a year-over-year basis. As a group, sell-side analysts predict that The Walt Disney Company will post 5.47 EPS for the current fiscal year.

Walt Disney Dividend Announcement

The firm also recently announced 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. This represents a yield of 139.0%. The ex-dividend date of this dividend is Tuesday, June 30th. Walt Disney’s payout ratio is presently 21.87%.

Analyst Ratings Changes

Several equities research analysts have weighed in on the company. Wells Fargo & Company cut their target price on Walt Disney from $159.00 to $152.00 and set an “overweight” rating for the company in a research note on Friday, November 14th. KeyCorp restated a “sector weight” rating on shares of Walt Disney in a research report on Friday, November 14th. Jefferies Financial Group reduced their price objective on Walt Disney from $144.00 to $136.00 and set a “buy” rating on the stock in a research note on Friday, November 14th. Wall Street Zen downgraded Walt Disney from a “buy” rating to a “hold” rating in a research note on Friday, October 3rd. Finally, Guggenheim reissued a “buy” rating and issued a $140.00 target price on shares of Walt Disney in a report on Friday, November 14th. Nineteen equities research analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $134.41.

Walt Disney News Summary

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

• Positive Sentiment: Disney agreed to invest $1 billion in OpenAI, positioning the company to accelerate AI-driven content creation, personalization, ad targeting and operational efficiency — a strategic move investors view as a long‑term growth and margin enhancement catalyst. Walt Disney (DIS) Invests $1 Billion in OpenAI Deal
• Positive Sentiment: Disney Parks updates for 2026, new activations (including a Taylor Swift experience) and the return of a budget season pass indicate continued demand and more ways to monetize attendance and F&B/merchandise — supportive for Parks & Experiences revenue. What’s New For 2026 – Disney Parks & Disney Cruise Line Taylor Swift Comes to Disney World With New Activation
• Positive Sentiment: Licensing expansion: PuraVida Foods launched Disney/Pixar‑themed KidsLife frozen meals at Sprouts — a small but incremental consumer products/licensing revenue stream and brand extension. PuraVida Foods Expands KidsLife™ Line
• Neutral Sentiment: Adeia reported upgraded targets after signing a new agreement with Disney, reflecting third‑party vendor wins that can signal increased tech/spend but with indirect impact on DIS fundamentals. Adeia Shares Rise in Premarket
• Neutral Sentiment: Market commentary and research pieces highlight Disney as a value/attention stock; useful context for investor interest but not new company guidance. Why Walt Disney (DIS) is a Top Value Stock
• Negative Sentiment: Disney’s Avatar: Fire and Ash opened to a weaker‑than‑expected $88M domestically (below analyst range), a miss that could weigh on near‑term studio revenue, sequel expectations and related marketing/merchandising performance. Disney’s ‘Avatar: Fire and Ash’ disappoints

About Walt Disney

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.