Allen Mooney & Barnes Investment Advisors LLC Reduces Position in The Walt Disney Company $DIS

Allen Mooney & Barnes Investment Advisors LLC trimmed its stake in The Walt Disney Company (NYSE:DIS) by 94.1% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,964 shares of the entertainment giant’s stock after selling 47,685 shares during the period. Allen Mooney & Barnes Investment Advisors LLC’s holdings in Walt Disney were worth $339,000 at the end of the most recent reporting period.

A number of other institutional investors also recently bought and sold shares of DIS. Kondo Wealth Advisors Inc. increased its position in Walt Disney by 1.2% in the second quarter. Kondo Wealth Advisors Inc. now owns 7,317 shares of the entertainment giant’s stock worth $904,000 after buying an additional 84 shares in the last quarter. Cornerstone Advisory LLC lifted its position in shares of Walt Disney by 1.5% during the 2nd 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 in the last quarter. Physician Wealth Advisors Inc. lifted its position in shares of Walt Disney by 3.5% during the 2nd quarter. Physician Wealth Advisors Inc. now owns 2,606 shares of the entertainment giant’s stock valued at $323,000 after buying an additional 87 shares in the last quarter. Childress Capital Advisors LLC grew its stake in shares of Walt Disney by 3.3% during the 2nd quarter. Childress Capital Advisors LLC now owns 2,749 shares of the entertainment giant’s stock valued at $341,000 after acquiring an additional 87 shares during the period. Finally, Apollon Financial LLC increased its holdings in Walt Disney by 1.5% in the 2nd quarter. Apollon Financial LLC now owns 6,086 shares of the entertainment giant’s stock worth $755,000 after acquiring an additional 87 shares in the last quarter. 65.71% of the stock is owned by institutional investors.

Walt Disney Trading Up 1.1%

Shares of DIS stock opened at $114.48 on Thursday. The company has a current ratio of 0.71, a quick ratio of 0.65 and a debt-to-equity ratio of 0.31. The stock has a market capitalization of $204.37 billion, a price-to-earnings ratio of 16.69, a price-to-earnings-growth ratio of 1.56 and a beta of 1.49. The Walt Disney Company has a 12-month low of $80.10 and a 12-month high of $124.69. The stock’s 50-day moving average price is $109.35 and its 200-day moving average price 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 company had revenue of $22.46 billion during the quarter, compared to analyst estimates of $22.78 billion. During the same period in the prior year, the company earned $1.14 earnings per share. The firm’s revenue was down .5% on a year-over-year basis. Equities research analysts predict that The Walt Disney Company will post 5.47 EPS for the current fiscal year.

Walt Disney Announces Dividend

The firm also recently announced a dividend, which will be paid on Wednesday, July 22nd. Investors of record on Tuesday, June 30th will be issued a $0.75 dividend. The ex-dividend date of this dividend is Tuesday, June 30th. This represents a dividend yield of 139.0%. Walt Disney’s dividend payout ratio (DPR) is 21.87%.

Walt Disney News Summary

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

• Positive Sentiment: Box-office strength: Disney Studios is the only studio to top $6B worldwide in 2025, with Avatar: Fire & Ash contributing roughly $450M — a material tailwind for studio profits and film-monetization. Walt Disney Studios Officially First & Only Studio To Cross $6B WW In 2025; ‘Avatar: Fire & Ash’ At $450M WW
• Positive Sentiment: Earnings/market reaction coverage: Market headlines note Disney beat expectations on key metrics and the stock has traded up, which underscores investor optimism on near-term profitability and valuation (P/E ~16.7). Walt Disney (DIS) Beats Stock Market Upswing: What Investors Need to Know
• Positive Sentiment: M&A fallout may favor Disney: Analysts argue Disney could indirectly benefit from the Warner takeover battle (less competition, better negotiating leverage, or consolidation advantages in content/licensing). That perception supports upside for Disney’s media/streaming franchise. Disney Could Be the Real Winner from the Warner Takeover Battle. Here’s Why.
• Positive Sentiment: Sector rotation thesis: Analysts note shifts into Communication Services (which includes Disney) as rates fall — that macro flow can lift Disney shares as investors seek media/advertising exposure. Sector Rotation: 2 Smart Money Moves for 2026
• Neutral Sentiment: Brand & marketing push: WSJ profiles Disney’s new chief brand officer (Asad Ayaz) as part of a broader effort to refresh the brand and depoliticize messaging — positive for long-term consumer sentiment but takes time to translate to results. The Marketing Master Trying to Make Us Fall in Love With Disney Again
• Neutral Sentiment: Parks & experiences updates: Disney announced ride and dining updates and seasonal programming (including an NBA animated alt-cast and holiday parade performers) — these boost guest engagement and ancillary revenue but are incremental. Disney Announces New Ride and Dining Updates
• Negative Sentiment: Short-term park disruption risk: Cinderella Castle repainting/makeover plans could cause temporary guest disruption or capex spend in 2026 — minor near-term headwind to park operations/guest satisfaction. Cinderella Castle repainting: What Walt Disney World guests need to know

Analyst Upgrades and Downgrades

Several equities analysts have weighed in on DIS shares. Jefferies Financial Group lowered their price target on shares of Walt Disney from $144.00 to $136.00 and set a “buy” rating on the stock in a report on Friday, November 14th. Evercore ISI raised their price objective on shares of Walt Disney from $140.00 to $142.00 and gave the company an “outperform” rating 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. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Walt Disney in a report on Monday. Finally, KeyCorp reiterated a “sector weight” rating on shares of Walt Disney in a research note on Friday, November 14th. Nineteen research analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, Walt Disney currently has a consensus rating of “Moderate Buy” and an average target price of $134.41.

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.