The Walt Disney Company $DIS Shares Purchased by HF Advisory Group LLC

HF Advisory Group LLC raised its stake in shares of The Walt Disney Company (NYSE:DIS) by 746.2% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 99,159 shares of the entertainment giant’s stock after acquiring an additional 87,441 shares during the period. HF Advisory Group LLC’s holdings in Walt Disney were worth $11,281,000 as of its most recent SEC filing.

Several other large investors have also recently made changes to their positions in the stock. Varma Mutual Pension Insurance Co increased its stake in Walt Disney by 8.8% during the 3rd quarter. Varma Mutual Pension Insurance Co now owns 284,894 shares of the entertainment giant’s stock worth $32,620,000 after buying an additional 23,100 shares during the period. Sterling Investment Counsel LLC boosted its position in Walt Disney by 130.5% in the 3rd quarter. Sterling Investment Counsel LLC now owns 13,590 shares of the entertainment giant’s stock valued at $1,556,000 after buying an additional 7,695 shares during the period. SVB Wealth LLC acquired a new position in shares of Walt Disney in the second quarter worth $1,352,000. Baron Silver Stevens Financial Advisors LLC increased its position in shares of Walt Disney by 244.6% during the third quarter. Baron Silver Stevens Financial Advisors LLC now owns 10,365 shares of the entertainment giant’s stock worth $1,187,000 after acquiring an additional 7,357 shares during the period. Finally, Rakuten Investment Management Inc. purchased a new stake in shares of Walt Disney during the third quarter worth $21,177,000. 65.71% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Several research firms recently commented on DIS. Raymond James Financial raised Walt Disney from a “market perform” rating to an “outperform” rating and set a $115.00 target price for the company in a research note on Wednesday. The Goldman Sachs Group reiterated a “buy” rating and issued a $151.00 price target on shares of Walt Disney in a research note on Monday, February 2nd. TD Cowen reissued a “hold” rating and issued a $123.00 price objective on shares of Walt Disney in a research report on Tuesday, February 3rd. Wells Fargo & Company reduced their price objective on shares of Walt Disney from $150.00 to $148.00 and set an “overweight” rating on the stock in a report on Friday, March 27th. Finally, Jefferies Financial Group lowered their target price on shares of Walt Disney from $136.00 to $132.00 and set a “buy” rating for the company in a research note on Tuesday, February 3rd. Eighteen research analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $132.81.

Walt Disney Stock Performance

Shares of DIS opened at $96.69 on Thursday. The company has a market capitalization of $171.28 billion, a price-to-earnings ratio of 14.22, a price-to-earnings-growth ratio of 1.35 and a beta of 1.42. The Walt Disney Company has a 52-week low of $80.10 and a 52-week high of $124.69. The company has a quick ratio of 0.61, a current ratio of 0.67 and a debt-to-equity ratio of 0.31. The stock has a 50 day moving average price of $103.57 and a 200 day moving average price of $108.46.

Walt Disney (NYSE:DIS) last issued its quarterly earnings data on Monday, February 2nd. The entertainment giant reported $1.63 earnings per share for the quarter, topping the consensus estimate of $1.57 by $0.06. The business had revenue of $25.98 billion during the quarter, compared to the consensus estimate of $25.54 billion. Walt Disney had a net margin of 12.80% and a return on equity of 8.90%. The company’s revenue was up 5.2% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $1.40 EPS. Research analysts predict that The Walt Disney Company will post 5.47 EPS for the current fiscal year.

Key Walt Disney News

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

• Positive Sentiment: Analyst upgrades lift sentiment — Raymond James moved DIS to Outperform with a $115 target, citing a historically low valuation and stronger streaming profitability; Barron’s coverage highlights the upgrade as a near-term catalyst. Article Title
• Positive Sentiment: Needham reasserts a Buy rating and a $125 price target, reinforcing the view that a valuation rerating is possible as Disney reasserts its media identity. Article Title
• Positive Sentiment: Fundamentals: Q1 showed a revenue beat and a 72% jump in streaming operating income — evidence streaming is moving toward sustained profitability, which supports higher long-term cash flow expectations. Article Title
• Positive Sentiment: Experiences tailwinds: Disneyland Paris’ $2.2B World of Frozen expansion and new summer ticket/hotel promos (including Disney+ Perks rates) should help near-term park revenue and guest spending. Article Title Article Title
• Neutral Sentiment: Marketing & community items (D23 ticket plans, talent searches, pop-ups, new merchandising) keep engagement high but are not material to near-term earnings. Article Title
• Negative Sentiment: Analyst cautions & operational headwinds — Wells Fargo and other commentary point to weak near-term cash flow and fresh pressure at ESPN as cord-cutting and sports rights shift economics, which could cap multiple expansion. Article Title
• Negative Sentiment: Partnership uncertainty — Reports of a setback in Disney’s potential major partnership talks with OpenAI raise questions about timing/scale of future AI-driven initiatives and monetization. Article Title
• Negative Sentiment: Consumer PR issues: shutdown of a widely used free-parking workaround and a high-profile Olaf robot malfunction produced negative headlines that could modestly affect guest sentiment and social coverage. Article Title Article Title

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.