Dana Investment Advisors Inc. Has $20.52 Million Holdings in The Walt Disney Company $DIS

Dana Investment Advisors Inc. boosted its position in shares of The Walt Disney Company (NYSE:DIS) by 37.2% during the 3rd quarter, HoldingsChannel.com reports. The fund owned 179,194 shares of the entertainment giant’s stock after buying an additional 48,587 shares during the quarter. Dana Investment Advisors Inc.’s holdings in Walt Disney were worth $20,518,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors also recently modified their holdings of the company. Copeland Capital Management LLC bought a new position in Walt Disney during the third quarter worth about $25,000. Strengthening Families & Communities LLC acquired a new stake in shares of Walt Disney in the third quarter valued at approximately $29,000. Pilgrim Partners Asia Pte Ltd bought a new position in shares of Walt Disney during the 3rd quarter worth approximately $33,000. Total Investment Management Inc. acquired a new position in shares of Walt Disney during the 2nd quarter worth approximately $37,000. Finally, Howard Hughes Medical Institute acquired a new stake in Walt Disney during the 2nd quarter valued at $48,000. Institutional investors own 65.71% of the company’s stock.

Walt Disney Trading Down 1.1%

Shares of NYSE DIS opened at $104.37 on Tuesday. The stock has a market cap of $184.90 billion, a P/E ratio of 15.35, a price-to-earnings-growth ratio of 1.44 and a beta of 1.43. The company has a debt-to-equity ratio of 0.31, a quick ratio of 0.61 and a current ratio of 0.67. The Walt Disney Company has a 52-week low of $80.10 and a 52-week high of $124.69. The firm has a 50 day moving average price of $110.60 and a two-hundred day moving average price of $111.59.

Walt Disney (NYSE:DIS) last announced its earnings results on Monday, February 2nd. The entertainment giant reported $1.63 earnings per share for the quarter, topping analysts’ consensus estimates 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 during the quarter, compared to the consensus estimate of $25.54 billion. During the same quarter last year, the firm earned $1.40 earnings per share. Walt Disney’s quarterly revenue was up 5.2% on a year-over-year basis. As a group, equities analysts forecast that The Walt Disney Company will post 5.47 EPS for the current year.

Analyst Upgrades and Downgrades

DIS has been the topic of several research analyst reports. Citigroup dropped their price objective on shares of Walt Disney from $145.00 to $140.00 and set a “buy” rating on the stock in a research report on Friday, January 16th. Sanford C. Bernstein reissued an “outperform” rating on shares of Walt Disney in a report on Wednesday, November 12th. Jefferies Financial Group reduced their price objective on Walt Disney from $136.00 to $132.00 and set a “buy” rating for the company in a report on Tuesday, February 3rd. Barclays reiterated an “overweight” rating on shares of Walt Disney in a research note on Monday, February 2nd. Finally, The Goldman Sachs Group reissued a “buy” rating and set a $151.00 price target on shares of Walt Disney in a report on Monday, February 2nd. Seventeen investment analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, Walt Disney presently has an average rating of “Moderate Buy” and a consensus target price of $135.80.

Walt Disney News Summary

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

• Positive Sentiment: New animation-themed land for Disney’s Hollywood Studios should support parks attendance, guest spending and long-term monetization of IP — a tangible near- and mid-term growth catalyst for Disney’s Parks segment. Read More.
• Positive Sentiment: Disney is investing in attraction quality — new audio-animatronic experiences (e.g., Olaf teaching drawing) and involvement from legendary animators can drive higher per-guest spend and positive PR for parks. Read More.
• Positive Sentiment: Insider buying: a reported share purchase by Rep. Gilbert Ray Cisneros Jr. is a modest positive signal for investor confidence. Read More.
• Neutral Sentiment: Adeia announced a long-term license agreement that names Disney among its customers — likely a small operational/technology arrangement; impact on Disney’s financials appears limited or unclear. Read More.
• Neutral Sentiment: Operational tweaks at parks: Disney made 73 menu changes across parks and hotels — could reflect cost/offer optimization but is not a major revenue driver by itself. Read More.
• Neutral Sentiment: Cultural/brand items (Pinocchio anniversary, a Disney-inspired wedding dress show) boost PR and IP visibility but have limited direct near-term earnings impact. Read More.
• Negative Sentiment: Park execution concern: reporting that a new animation experience will open “without live artists” raises questions about guest experience and shows Disney is using lower-cost formats for interactive offerings—possible negative for guest satisfaction/brand. Read More.
• Negative Sentiment: Streaming competition: analysis that Roku is growing as a media platform underscores ongoing competitive pressure on Disney’s streaming ecosystem and advertising/platform monetization. Investors worry this could weigh on long-term margin expansion in Direct-to-Consumer. Read More.
• Negative Sentiment: Valuation/momentum note: a recent valuation piece highlights mixed returns and fading short-term momentum for DIS, which can amplify selling when investor focus shifts to near-term growth/streaming concerns. Read More.

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.