WCG Wealth Advisors LLC boosted its stake in shares of The Walt Disney Company (NYSE:DIS – Free Report) by 89.0% in the 4th quarter, HoldingsChannel.com reports. The fund owned 63,401 shares of the entertainment giant’s stock after buying an additional 29,857 shares during the period. WCG Wealth Advisors LLC’s holdings in Walt Disney were worth $7,213,000 at the end of the most recent reporting period.
Several other institutional investors also recently bought and sold shares of DIS. Brighton Jones LLC grew its stake in Walt Disney by 7.7% during the fourth quarter. Brighton Jones LLC now owns 26,767 shares of the entertainment giant’s stock valued at $2,980,000 after acquiring an additional 1,904 shares in the last quarter. Sivia Capital Partners LLC grew its stake in Walt Disney by 31.9% during the second quarter. Sivia Capital Partners LLC now owns 5,470 shares of the entertainment giant’s stock valued at $678,000 after acquiring an additional 1,322 shares in the last quarter. Schnieders Capital Management LLC. lifted its position in Walt Disney by 16.2% during the second quarter. Schnieders Capital Management LLC. now owns 17,955 shares of the entertainment giant’s stock valued at $2,227,000 after purchasing an additional 2,503 shares during the last quarter. Main Street Financial Solutions LLC lifted its position in Walt Disney by 28.6% during the second quarter. Main Street Financial Solutions LLC now owns 8,330 shares of the entertainment giant’s stock valued at $1,033,000 after purchasing an additional 1,855 shares during the last quarter. Finally, Ieq Capital LLC lifted its position in Walt Disney by 10.8% during the second quarter. Ieq Capital LLC now owns 115,759 shares of the entertainment giant’s stock valued at $14,355,000 after purchasing an additional 11,304 shares during the last quarter. 65.71% of the stock is owned by hedge funds and other institutional investors.
Walt Disney Trading Down 1.8%
DIS stock opened at $99.59 on Thursday. The company has a market capitalization of $172.93 billion, a PE ratio of 15.91, a P/E/G ratio of 1.32 and a beta of 1.39. The Walt Disney Company has a 12 month low of $92.18 and a 12 month high of $124.69. The firm’s 50-day moving average is $101.68 and its 200 day moving average is $105.49. The company has a debt-to-equity ratio of 0.33, a current ratio of 0.68 and a quick ratio of 0.62.
Wall Street Analyst Weigh In
Several equities research analysts have recently issued reports on DIS shares. JPMorgan Chase & Co. raised their target price on shares of Walt Disney from $138.00 to $139.00 and gave the stock an “overweight” rating in a report on Thursday, May 7th. Phillip Securities upgraded shares of Walt Disney from a “moderate buy” rating to a “strong-buy” rating in a report on Monday, May 11th. Guggenheim raised their target price on shares of Walt Disney from $115.00 to $120.00 and gave the stock a “buy” rating in a report on Thursday, May 7th. Citigroup raised their target price on shares of Walt Disney from $135.00 to $145.00 and gave the stock a “buy” rating in a report on Friday, May 8th. Finally, Raymond James Financial upgraded shares of Walt Disney from a “market perform” rating to an “outperform” rating and set a $115.00 target price for the company in a report on Wednesday, April 1st. One investment analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $134.47.
Get Our Latest Stock Report on Walt Disney
Key Headlines Impacting Walt Disney
Here are the key news stories impacting Walt Disney this week:
- Positive Sentiment: Analysts and market-watch articles are highlighting Disney as a strong momentum/value name, suggesting investors see room for upside if sentiment improves around the company’s turnaround in streaming and overall growth profile. Here’s Why Walt Disney (DIS) is a Strong Momentum Stock
- Positive Sentiment: Disney’s advertising business is being cited as a potentially underappreciated growth driver, which could lift investor confidence in higher-margin revenue outside parks and movies. Disney’s next growth story isn’t parks or movies
- Positive Sentiment: AT&T’s Toy Story 5 promotional campaign with Disney and Pixar adds evidence that Disney’s film franchises still have strong marketing value and may drive consumer engagement ahead of the movie’s June 19 release. AT&T Teams Up With Disney and Pixar on Toy Story 5 Promotional Campaign
- Neutral Sentiment: Several articles simply note that Disney is drawing investor attention or discuss valuation after recent share weakness; these pieces reinforce that the stock is on traders’ radar, but they do not add new fundamental catalysts. The Walt Disney Company (DIS) is Attracting Investor Attention
- Neutral Sentiment: One valuation-focused article says Disney shares have struggled recently, but also points to growth hopes from streaming and the experiences business, making the long-term picture mixed rather than clearly negative. A Look At Disney (DIS) Valuation As Shares Struggle And Streaming And Experiences Drive New Growth Hopes
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.
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