ARQ Wealth Advisors LLC Raises Stock Position in The Walt Disney Company $DIS

ARQ Wealth Advisors LLC lifted its holdings in The Walt Disney Company (NYSE:DIS) by 577.9% during the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 22,257 shares of the entertainment giant’s stock after buying an additional 18,974 shares during the period. ARQ Wealth Advisors LLC’s holdings in Walt Disney were worth $2,145,000 at the end of the most recent reporting period.

Other hedge funds have also recently made changes to their positions in the company. Swiss RE Ltd. bought a new stake in Walt Disney during the fourth quarter worth approximately $25,000. Curio Wealth LLC lifted its stake in shares of Walt Disney by 110.4% in the 4th quarter. Curio Wealth LLC now owns 223 shares of the entertainment giant’s stock valued at $26,000 after purchasing an additional 117 shares during the last quarter. Osbon Capital Management LLC purchased a new position in shares of Walt Disney in the 4th quarter worth approximately $26,000. Sfam LLC purchased a new position in shares of Walt Disney in the 4th quarter worth approximately $26,000. Finally, Greenline Wealth Management LLC bought a new position in shares of Walt Disney during the 4th quarter valued at approximately $26,000. 65.71% of the stock is currently owned by hedge funds and other institutional investors.

Walt Disney News Summary

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

• Positive Sentiment: Zacks upgraded Disney to a Buy, citing improving earnings expectations and a more favorable near-term outlook for the stock. Disney (DIS) Upgraded to Buy: Here’s What You Should Know
• Positive Sentiment: Investors are reacting positively to reports that Disney+ may add a free, ad-supported tier, which could expand audience reach and improve Disney’s streaming monetization strategy over time. Disney is exploring adding a free tier for Disney+ as YouTube draws TV viewers
• Positive Sentiment: Bullish commentary highlighted strong free cash flow, improving direct-to-consumer profitability, and solid performance in sports and theme parks, while also pointing to possible upside from AI-driven efficiencies and rumored acquisition interest in Lionsgate. Disney: Lionsgate Rumors Add To An Already Compelling Bull Case
• Positive Sentiment: Another bullish valuation note argued Disney stock looks inexpensive on earnings and cash flow, with buybacks and earnings growth seen as supporting longer-term upside. Disney (DIS) Stock Looks Cheap On Earnings And Cash Flow
• Neutral Sentiment: Disney’s former Disney+ president Alisa Bowen is moving to CEO of Disney-controlled Fubo, a leadership change that may matter strategically but is not directly tied to Disney’s core operations. Alisa Bowen Exits as Disney+ President to Become CEO of Disney-Controlled Fubo TV Streamer
• Negative Sentiment: Several stories criticized Disney’s live-action remake strategy, especially around Moana, adding to concerns that the company’s film pipeline may be losing creative momentum. Moana’s Record Rotten Tomatoes Score Should Give Disney Pause

Wall Street Analysts Forecast Growth

Several research firms recently weighed in on DIS. Wolfe Research set a $131.00 price target on Walt Disney in a report on Tuesday, June 30th. Wells Fargo & Company reduced their target price on shares of Walt Disney from $148.00 to $146.00 and set an “overweight” rating on the stock in a research note on Thursday, May 7th. Rosenblatt Securities reissued a “buy” rating and issued a $126.00 price objective on shares of Walt Disney in a research report on Tuesday, July 7th. Weiss Ratings lowered Walt Disney from a “hold (c+)” rating to a “hold (c)” rating in a research report on Thursday, June 11th. Finally, Citigroup upped their target price on Walt Disney from $135.00 to $145.00 and gave the company a “buy” rating in a research note on Friday, May 8th. One investment analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating, five have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $133.33.

Walt Disney Trading Down 0.5%

DIS stock traded down $0.53 during trading on Friday, hitting $95.64. The company had a trading volume of 10,669,358 shares, compared to its average volume of 10,984,889. The Walt Disney Company has a 52-week low of $92.18 and a 52-week high of $123.40. The company has a 50 day simple moving average of $101.51 and a 200-day simple moving average of $104.12. The firm has a market capitalization of $166.09 billion, a P/E ratio of 15.28, a PEG ratio of 1.20 and a beta of 1.39. The company has a quick ratio of 0.62, a current ratio of 0.68 and a debt-to-equity ratio of 0.33.

Walt Disney (NYSE:DIS) last issued its earnings results on Wednesday, May 6th. The entertainment giant reported $1.57 EPS for the quarter, topping analysts’ consensus estimates of $1.49 by $0.08. The business had revenue of $25.17 billion for the quarter, compared to the consensus estimate of $24.87 billion. Walt Disney had a net margin of 11.54% and a return on equity of 8.92%. The company’s revenue for the quarter was up 6.5% compared to the same quarter last year. During the same period in the prior year, the firm earned $1.45 EPS. Walt Disney has set its FY 2026 guidance at 6.640-6.640 EPS. As a group, research analysts forecast that The Walt Disney Company will post 6.86 earnings per share for the current fiscal year.

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.