Windsor Advisory Group LLC Has $972,000 Holdings in The Walt Disney Company $DIS

Windsor Advisory Group LLC grew its stake in The Walt Disney Company (NYSE:DIS) by 297.9% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 10,082 shares of the entertainment giant’s stock after acquiring an additional 7,548 shares during the period. Walt Disney accounts for about 0.8% of Windsor Advisory Group LLC’s investment portfolio, making the stock its 24th biggest position. Windsor Advisory Group LLC’s holdings in Walt Disney were worth $972,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors also recently modified their holdings of DIS. Pinnacle Bancorp Inc. grew its stake in shares of Walt Disney by 1.5% during the fourth quarter. Pinnacle Bancorp Inc. now owns 5,876 shares of the entertainment giant’s stock valued at $669,000 after purchasing an additional 89 shares during the last quarter. Alesco Advisors LLC raised its position in Walt Disney by 2.7% in the 4th quarter. Alesco Advisors LLC now owns 3,782 shares of the entertainment giant’s stock worth $430,000 after purchasing an additional 99 shares during the last quarter. Advisors Management Group Inc. ADV raised its position in Walt Disney by 4.6% in the 1st quarter. Advisors Management Group Inc. ADV now owns 2,266 shares of the entertainment giant’s stock worth $218,000 after purchasing an additional 100 shares during the last quarter. Providence Wealth Advisors LLC lifted its holdings in Walt Disney by 1.1% during the 1st quarter. Providence Wealth Advisors LLC now owns 9,192 shares of the entertainment giant’s stock worth $888,000 after buying an additional 100 shares in the last quarter. Finally, China Universal Asset Management Co. Ltd. lifted its holdings in Walt Disney by 2.2% during the 4th quarter. China Universal Asset Management Co. Ltd. now owns 4,688 shares of the entertainment giant’s stock worth $537,000 after buying an additional 102 shares in the last quarter. 65.71% of the stock is currently owned by institutional investors and hedge funds.

Walt Disney Stock Performance

Shares of NYSE:DIS opened at $94.78 on Friday. The firm’s 50 day simple moving average is $99.71 and its 200 day simple moving average is $102.90. The company has a market capitalization of $164.58 billion, a price-to-earnings ratio of 15.14, a P/E/G ratio of 1.19 and a beta of 1.39. The Walt Disney Company has a fifty-two week low of $92.18 and a fifty-two week high of $122.45. The company has a debt-to-equity ratio of 0.33, a current ratio of 0.68 and a quick ratio of 0.62.

Walt Disney (NYSE:DIS) last announced its quarterly earnings results on Wednesday, May 6th. The entertainment giant reported $1.57 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.49 by $0.08. The company had revenue of $25.17 billion during the quarter, compared to analyst estimates of $24.87 billion. Walt Disney had a net margin of 11.54% and a return on equity of 8.92%. The firm’s revenue was up 6.5% on a year-over-year basis. During the same quarter in the previous year, the business earned $1.45 EPS. Walt Disney has set its FY 2026 guidance at 6.640-6.640 EPS. As a group, sell-side analysts forecast that The Walt Disney Company will post 6.83 earnings per share for the current year.

Wall Street Analyst Weigh In

Several research firms have recently commented on DIS. Needham & Company LLC reissued a “buy” rating and issued a $125.00 target price on shares of Walt Disney in a research note on Friday, June 12th. Weiss Ratings lowered Walt Disney from a “hold (c+)” rating to a “hold (c)” rating in a research note on Thursday, June 11th. Barclays decreased their price target on Walt Disney from $135.00 to $110.00 and set an “overweight” rating on the stock in a report on Tuesday, July 14th. Wells Fargo & Company lowered their price objective on Walt Disney from $146.00 to $125.00 and set an “overweight” rating for the company in a research report on Monday, July 13th. Finally, Wolfe Research set a $131.00 price objective on Walt Disney in a report on Tuesday, June 30th. One analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, five have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $129.00.

More Walt Disney News

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

• Positive Sentiment: Disney shares are rising on expectations that another round of layoffs could support margins by lowering expenses across Pixar, ESPN, and National Geographic, reinforcing management’s cost-cutting narrative ahead of earnings. Disney Shares Rise as Investors Weigh Fresh Cost Cuts and Upcoming Earnings
• Positive Sentiment: Investor sentiment is also being supported by confidence in Disney’s streaming turnaround, strong parks and experiences performance, and optimism around the long-term ESPN direct-to-consumer opportunity. Disney Shares Rise as Investors Weigh Fresh Cost Cuts and Upcoming Earnings
• Positive Sentiment: Unusual call-option buying suggests traders are positioning for additional upside, with bullish flow potentially reflecting expectations for a favorable earnings update on August 5. Disney Shares Rise as Investors Weigh Fresh Cost Cuts and Upcoming Earnings
• Neutral Sentiment: Wall Street coverage remains generally constructive, with recent analyst commentary and price targets implying the stock could have room to recover if execution improves. Is Disney (DIS) a Buy as Wall Street Analysts Look Optimistic?
• Negative Sentiment: Recent layoffs at Pixar, ESPN, and National Geographic also highlight ongoing restructuring pressure and underscore that Disney is still working through a broader efficiency reset. Pixar and National Geographic hit in latest round of Disney layoffs
• Negative Sentiment: The stock has also faced recent weakness after a sharp selloff, leaving DIS close to its 52-week low and reminding investors that sentiment can remain fragile despite the positive catalyst. Walt Disney (DIS) Registers a Bigger Fall Than the Market: Important Facts to Note

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.