Wealth Enhancement Advisory Services LLC Boosts Stake in The Walt Disney Company $DIS

Wealth Enhancement Advisory Services LLC increased its holdings in shares of The Walt Disney Company (NYSE:DIS) by 0.6% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 970,769 shares of the entertainment giant’s stock after purchasing an additional 6,107 shares during the period. Wealth Enhancement Advisory Services LLC’s holdings in Walt Disney were worth $109,241,000 as of its most recent SEC filing.

Other hedge funds also recently made changes to their positions in the company. Kondo Wealth Advisors Inc. boosted its stake in shares of Walt Disney by 1.2% in the second quarter. Kondo Wealth Advisors Inc. now owns 7,317 shares of the entertainment giant’s stock valued at $904,000 after buying an additional 84 shares in the last quarter. Cornerstone Advisory LLC grew its stake in Walt Disney by 1.5% in the 2nd quarter. Cornerstone Advisory LLC now owns 5,890 shares of the entertainment giant’s stock worth $730,000 after acquiring an additional 86 shares during the period. Physician Wealth Advisors Inc. increased its stake in shares of Walt Disney by 3.5% during the 2nd quarter. Physician Wealth Advisors Inc. now owns 2,606 shares of the entertainment giant’s stock valued at $323,000 after acquiring an additional 87 shares during the last quarter. Childress Capital Advisors LLC boosted its holdings in shares of Walt Disney by 3.3% in the 2nd quarter. Childress Capital Advisors LLC now owns 2,749 shares of the entertainment giant’s stock valued at $341,000 after purchasing an additional 87 shares during the last quarter. Finally, Apollon Financial LLC raised its holdings in shares of Walt Disney by 1.5% in the 2nd quarter. Apollon Financial LLC now owns 6,086 shares of the entertainment giant’s stock worth $755,000 after purchasing an additional 87 shares during the period. Institutional investors and hedge funds own 65.71% of the company’s stock.

Key Stories Impacting Walt Disney

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

• Positive Sentiment: Dave Filoni named Disney’s new Star Wars chief — a widely respected creative with success on The Clone Wars and The Mandalorian, which investors view as a catalyst for better-managed Star Wars IP and streaming/merchandising upside. Disney Picks a New Star Wars Chief
• Positive Sentiment: Disney creates a unified marketing unit and named Asad Ayaz as first-ever Chief Marketing & Brand Officer — a move aimed at improving cohesion, ad efficiency and cross‑divisional promotion that could help content monetization and park/studio marketing ROI. Disney streamlines marketing into one unit
• Positive Sentiment: Brokerage consensus still leans constructive — a recent roundup shows a “moderate buy” consensus and some analysts retain buy ratings, providing analyst support beneath the shares. Consensus Recommendation
• Neutral Sentiment: Park and consumer updates (new attractions, pricing and visitor guides) keep engagement positive for experiences but are routine and unlikely to move the stock materially on their own. 8 Big Things Changing at Disney World
• Neutral Sentiment: Kathleen Kennedy steps down from Lucasfilm — an important leadership change that is partially offset by Disney installing a high‑profile successor; watch for how this transition is managed operationally. Kathleen Kennedy steps down
• Negative Sentiment: Citigroup trimmed its price target from $145 to $140 (still a Buy) — the cut narrows analyst upside and likely weighed on sentiment even though the rating was maintained. Citigroup price target cut
• Negative Sentiment: Feature pieces highlight the stock’s sluggish performance and risks to CEO Bob Iger’s legacy — narratives about underperformance, streaming profitability and investor patience can amplify downside pressure. Disney’s sluggish stock threatens Iger’s legacy

Walt Disney Stock Down 1.8%

Shares of DIS opened at $111.35 on Monday. The Walt Disney Company has a one year low of $80.10 and a one year high of $124.69. The company has a market capitalization of $198.79 billion, a P/E ratio of 16.23, a PEG ratio of 1.55 and a beta of 1.44. The company has a debt-to-equity ratio of 0.31, a current ratio of 0.71 and a quick ratio of 0.65. The business’s 50 day simple moving average is $110.00 and its 200-day simple moving average is $113.82.

Walt Disney (NYSE:DIS) last posted its quarterly earnings results on Thursday, November 13th. The entertainment giant reported $1.11 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.03 by $0.08. The business had revenue of $22.46 billion for the quarter, compared to analysts’ expectations of $22.78 billion. Walt Disney had a return on equity of 9.37% and a net margin of 13.14%.The firm’s quarterly revenue was down .5% compared to the same quarter last year. During the same quarter last year, the business earned $1.14 earnings per share. As a group, sell-side analysts predict that The Walt Disney Company will post 5.47 EPS for the current fiscal year.

Walt Disney Dividend Announcement

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

Wall Street Analyst Weigh In

Several equities research analysts recently commented on DIS shares. Cowen reiterated a “hold” rating on shares of Walt Disney in a report on Friday, November 14th. 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 report on Friday. Evercore ISI raised their target price on shares of Walt Disney from $140.00 to $142.00 and gave the company an “outperform” rating in a research note on Friday, November 14th. Guggenheim reiterated a “buy” rating and issued a $140.00 target price on shares of Walt Disney in a report on Friday, November 14th. Finally, Arete Research upgraded shares of Walt Disney to a “strong sell” rating in a research report on Tuesday, October 28th. Nineteen equities research analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $135.20.

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.