AE Wealth Management LLC Purchases 22,176 Shares of The Walt Disney Company $DIS

AE Wealth Management LLC grew its position in shares of The Walt Disney Company (NYSE:DIS) by 12.5% in the third quarter, HoldingsChannel reports. The fund owned 199,558 shares of the entertainment giant’s stock after acquiring an additional 22,176 shares during the period. AE Wealth Management LLC’s holdings in Walt Disney were worth $22,849,000 as of its most recent SEC filing.

Several other hedge funds also recently made changes to their positions in the business. Financial Security Advisor Inc. boosted its holdings in Walt Disney by 26.0% during the third quarter. Financial Security Advisor Inc. now owns 5,137 shares of the entertainment giant’s stock worth $588,000 after purchasing an additional 1,061 shares during the last quarter. Great Lakes Advisors LLC boosted its stake in shares of Walt Disney by 14.4% during the 3rd quarter. Great Lakes Advisors LLC now owns 1,563,501 shares of the entertainment giant’s stock worth $179,021,000 after buying an additional 196,441 shares during the last quarter. Fidelis Capital Partners LLC grew its stake in Walt Disney by 1.6% in the third quarter. Fidelis Capital Partners LLC now owns 12,329 shares of the entertainment giant’s stock valued at $1,412,000 after purchasing an additional 198 shares in the last quarter. Folger Nolan Fleming Douglas Capital Management Inc. grew its stake in shares of Walt Disney by 1.9% in the third quarter. Folger Nolan Fleming Douglas Capital Management Inc. now owns 81,542 shares of the entertainment giant’s stock valued at $9,337,000 after buying an additional 1,546 shares in the last quarter. Finally, Annis Gardner Whiting Capital Advisors LLC increased its stake in shares of Walt Disney by 24.3% during the 3rd quarter. Annis Gardner Whiting Capital Advisors LLC now owns 7,353 shares of the entertainment giant’s stock worth $842,000 after purchasing an additional 1,436 shares during the last quarter. 65.71% of the stock is owned by institutional investors.

Walt Disney Trading Up 1.9%

NYSE DIS opened at $111.62 on Friday. The firm has a market capitalization of $199.28 billion, a PE ratio of 16.27, a price-to-earnings-growth ratio of 1.53 and a beta of 1.44. The business’s 50-day moving average price is $110.51 and its two-hundred day moving average price is $113.26. 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 Walt Disney Company has a 12 month low of $80.10 and a 12 month high of $124.69.

Walt Disney (NYSE:DIS) last issued its quarterly earnings data on Thursday, November 13th. The entertainment giant reported $1.11 earnings per share (EPS) for the quarter, topping 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 the consensus estimate of $22.78 billion. During the same period last year, the company earned $1.14 earnings per share. The firm’s revenue was down .5% compared to the same quarter last year. On average, analysts expect that The Walt Disney Company will post 5.47 EPS for the current year.

Walt Disney Announces Dividend

The company also recently declared a dividend, which will be paid on Wednesday, July 22nd. Stockholders of record on Tuesday, June 30th will be given a $0.75 dividend. The ex-dividend date is Tuesday, June 30th. This represents a dividend yield of 139.0%. Walt Disney’s payout ratio is 21.87%.

Analyst Upgrades and Downgrades

A number of brokerages have weighed in on DIS. UBS Group reissued a “buy” rating and set a $138.00 price target on shares of Walt Disney in a research report on Friday, November 14th. Weiss Ratings reiterated a “buy (b-)” rating on shares of Walt Disney in a research note on Monday, December 29th. Sanford C. Bernstein reissued an “outperform” rating on shares of Walt Disney in a report on Wednesday, November 12th. Raymond James Financial reaffirmed a “market perform” rating on shares of Walt Disney in a report on Friday, November 14th. Finally, Guggenheim reiterated a “buy” rating and issued a $140.00 price objective on shares of Walt Disney in a report on Friday, November 14th. Nineteen research analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, Walt Disney presently has an average rating of “Moderate Buy” and an average target price of $135.20.

Walt Disney News Roundup

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

• Positive Sentiment: Zacks notes DIS outperformed the market session, reflecting short‑term investor optimism around the name. Walt Disney (DIS) Increases Despite Market Slip: Here’s What You Need to Know
• Positive Sentiment: Zacks highlights Disney’s “franchise flywheel” — films, streaming, products and Experiences — as a driver of more durable revenue growth, a constructive narrative for longer‑term revenue and margin recovery. Disney’s Franchise Success Continues: Is Revenue Growth More Durable?
• Positive Sentiment: TipRanks summarizes analyst forecasts that see upside potential for DIS, adding to bullish sentiment among some buy‑side and sell‑side participants. Walt Disney Stock Forecast: Analysts See Upside Brewing
• Neutral Sentiment: Zacks’ earnings previews urge caution: streaming subscriber gains may be offset by theatrical softness and cruise/cost pressures — underscoring why many investors are awaiting Q1 results for clarity. Countdown to Disney (DIS) Q1 Earnings: A Look at Estimates Beyond Revenue and EPS
• Neutral Sentiment: Zacks also poses the tactical question of buying before Q1 or waiting for results — a signal that sentiment is mixed and volatility around the print could continue. Disney Stock Before Q1 Earnings: Buy Now or Wait for Results?
• Neutral Sentiment: Yahoo Finance runs a balanced check on Wall Street sentiment — showing both bull and bear takes, which supports a continued two‑sided trade into earnings. Walt Disney Stock: Is Wall Street Bullish or Bearish?
• Negative Sentiment: Unusually cold weather forced temporary water‑park closures at Disney World, a near‑term revenue disruption for parks and experiences that could weigh on short‑term comps. Disney World, Universal Orlando close water parks as unusually cold weather hits Florida
• Negative Sentiment: Ranking pieces noting other destinations outrank Walt Disney World on “happiest vacation” lists speak to competitive/brand perception headwinds, though impact on revenue is likely modest. 3 US hot spots beat out Walt Disney World as ‘happiest vacation’ destination

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.