Concord Wealth Partners Purchases 9,937 Shares of The Walt Disney Company $DIS

Concord Wealth Partners boosted its position in The Walt Disney Company (NYSE:DIS) by 63.5% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 25,592 shares of the entertainment giant’s stock after purchasing an additional 9,937 shares during the period. Concord Wealth Partners’ holdings in Walt Disney were worth $2,930,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently made changes to their positions in DIS. Wellington Shields & Co. LLC boosted its holdings in shares of Walt Disney by 0.5% in the third quarter. Wellington Shields & Co. LLC now owns 30,748 shares of the entertainment giant’s stock worth $3,521,000 after buying an additional 151 shares during the last quarter. IQ EQ FUND MANAGEMENT IRELAND Ltd raised its position in Walt Disney by 13.9% in the third quarter. IQ EQ FUND MANAGEMENT IRELAND Ltd now owns 79,450 shares of the entertainment giant’s stock worth $9,097,000 after acquiring an additional 9,700 shares during the period. MONECO Advisors LLC boosted its stake in shares of Walt Disney by 1.4% during the 3rd quarter. MONECO Advisors LLC now owns 10,201 shares of the entertainment giant’s stock worth $1,168,000 after acquiring an additional 140 shares during the last quarter. Bond & Devick Financial Network Inc. grew its position in shares of Walt Disney by 23.8% during the 3rd quarter. Bond & Devick Financial Network Inc. now owns 2,748 shares of the entertainment giant’s stock valued at $315,000 after acquiring an additional 528 shares during the period. Finally, Providence Wealth Advisors LLC increased its stake in shares of Walt Disney by 4.1% in the 3rd quarter. Providence Wealth Advisors LLC now owns 9,216 shares of the entertainment giant’s stock worth $1,029,000 after purchasing an additional 362 shares in the last quarter. Hedge funds and other 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 named parks chief Josh D’Amaro as CEO, ending succession uncertainty — markets view the move as a stabilizing, continuity-oriented choice given his parks track record. Walt Disney names parks chief D’Amaro as new CEO
• Positive Sentiment: Parks are booming: theme-park revenue topped $10B for the quarter and operators see further runway for attendance and pricing power, supporting near-term cash flow and profit. The Walt Disney Company parks are booming, and there’s still runway left
• Positive Sentiment: Guggenheim reaffirmed a Buy on DIS, signaling institutional support that can bolster investor confidence after recent volatility. Guggenheim Reaffirms “Buy” Rating for Walt Disney (NYSE:DIS)
• Neutral Sentiment: Analysts and commentary are parsing streaming strategy post‑earnings — several pieces note improving streaming trends but emphasize that content cadence and margin progress remain key longer-term drivers. What Disney’s earnings and CEO change tell us about streaming now
• Neutral Sentiment: Market interest is elevated (Zacks notes DIS as a trending ticker), which can increase short-term volatility as investors reprice on news flow. The Walt Disney Company (DIS) Is a Trending Stock: Facts to Know
• Neutral Sentiment: Research/coverage moves: Morgan Stanley initiated coverage and TD Cowen reiterated a Hold — fresh analyst attention can create headline-driven swings but mixed signals keep consensus unchanged for now. Walt Disney (NYSE:DIS) Coverage Initiated at Morgan Stanley
• Negative Sentiment: Disney warned international park visits are slowing, which could pressure revenue growth and margins if the trend continues. The Walt Disney Company warns international visits are slowing
• Negative Sentiment: Some firms cut targets or issued cautious notes after leadership change and to reflect longer-term risks: Wells Fargo trimmed its price target and Jefferies published a pessimistic outlook — these headlines weighed on sentiment in prior sessions. Wells Fargo Lowers Walt Disney (NYSE:DIS) Price Target to $150.00 Jefferies Financial Group Issues Pessimistic Forecast for Walt Disney

Walt Disney Price Performance

DIS stock opened at $108.79 on Friday. The company has a market capitalization of $192.72 billion, a PE ratio of 16.00, a price-to-earnings-growth ratio of 1.43 and a beta of 1.43. The company’s fifty day moving average price is $110.95 and its 200-day moving average price is $112.70. The Walt Disney Company has a one year low of $80.10 and a one year high of $124.69. The company has a debt-to-equity ratio of 0.31, a quick ratio of 0.65 and a current ratio of 0.67.

Walt Disney (NYSE:DIS) last announced its quarterly earnings results on Monday, February 2nd. The entertainment giant reported $1.63 EPS for the quarter, topping the consensus estimate of $1.57 by $0.06. Walt Disney had a net margin of 12.80% and a return on equity of 8.90%. The business had revenue of $25.98 billion for the quarter, compared to analysts’ expectations of $25.54 billion. During the same quarter in the previous year, the company earned $1.40 EPS. The business’s quarterly revenue was up 5.2% compared to the same quarter last year. On average, equities analysts anticipate that The Walt Disney Company will post 5.47 EPS for the current fiscal year.

Walt Disney Announces Dividend

The company also recently declared 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 is Tuesday, June 30th. Walt Disney’s dividend payout ratio (DPR) is currently 22.06%.

Wall Street Analysts Forecast Growth

Several equities analysts recently weighed in on the company. Citigroup lowered their target price on Walt Disney from $145.00 to $140.00 and set a “buy” rating on the stock in a research report on Friday, January 16th. The Goldman Sachs Group reaffirmed a “buy” rating and set a $151.00 price objective on shares of Walt Disney in a research report on Monday. Evercore boosted their price objective on Walt Disney from $140.00 to $142.00 and gave the company an “outperform” rating in a research note on Friday, November 14th. Sanford C. Bernstein restated an “outperform” rating on shares of Walt Disney in a research note on Wednesday, November 12th. Finally, UBS Group reiterated a “mixed” rating on shares of Walt Disney in a research report on Monday. Seventeen investment analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, Walt Disney has an average rating of “Moderate Buy” and an average price target of $135.80.

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.