Bartlett & CO. Wealth Management LLC Sells 18,156 Shares of The Walt Disney Company $DIS

Bartlett & CO. Wealth Management LLC decreased its position in shares of The Walt Disney Company (NYSE:DIS) by 10.4% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 156,588 shares of the entertainment giant’s stock after selling 18,156 shares during the period. Bartlett & CO. Wealth Management LLC’s holdings in Walt Disney were worth $17,929,000 at the end of the most recent quarter.

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

Walt Disney Stock Performance

NYSE:DIS opened at $111.21 on Friday. The Walt Disney Company has a twelve month low of $80.10 and a twelve month high of $124.69. The company has a quick ratio of 0.65, a current ratio of 0.71 and a debt-to-equity ratio of 0.31. The stock’s 50-day simple moving average is $109.21 and its 200 day simple moving average is $114.55. The firm has a market capitalization of $198.54 billion, a PE ratio of 16.21, a price-to-earnings-growth ratio of 1.55 and a beta of 1.49.

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

Walt Disney Dividend Announcement

The business also recently announced a dividend, which will be paid on Wednesday, July 22nd. Shareholders of record on Tuesday, June 30th will be paid a dividend of $0.75 per share. This represents a dividend 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

DIS has been the topic of a number of analyst reports. KeyCorp reissued a “sector weight” rating on shares of Walt Disney in a research report on Friday, November 14th. Jefferies Financial Group reduced their target price on Walt Disney from $144.00 to $136.00 and set a “buy” rating on the stock in a report on Friday, November 14th. Raymond James Financial restated a “market perform” rating on shares of Walt Disney in a research report on Friday, November 14th. Citigroup reaffirmed a “positive” rating on shares of Walt Disney in a research report on Friday, November 14th. Finally, Sanford C. Bernstein reiterated an “outperform” rating on shares of Walt Disney in a research note on Wednesday, November 12th. Nineteen equities research analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, Walt Disney has a consensus rating of “Moderate Buy” and an average target price of $134.41.

Walt Disney News Roundup

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

• Positive Sentiment: Early box-office reception: “Avatar: Fire and Ash” pulled in ~$12M from Thursday previews — a solid start that supports near-term theatrical revenue and franchise monetization potential for Disney. Read More.
• Positive Sentiment: Streaming momentum: CEO commentary and analysis note ESPN’s new flagship streaming service is seeing early success and Disney+ / Hulu are producing robust profits — this supports margin recovery and valuation multiple expansion if subscription economics continue improving. Read More.
• Positive Sentiment: Analyst endorsement: Wells Fargo highlights Disney as a top media pick, signaling institutional buy-side support that can help buoy the shares. Read More.
• Positive Sentiment: Recent market performance note: Coverage reporting a recent uptick/market-beating close may reflect short-term momentum and investor interest. Read More.
• Neutral Sentiment: R&D / attraction innovation: Disney is piloting 3D-printed props (Jungle Cruise polymer canoe) and advancing animatronic tech (self-walking Olaf) — these reduce production costs and enable new park experiences but are gradual, not immediate earnings drivers. Read More. Read More.
• Neutral Sentiment: Valuation debate: Several write-ups argue Disney may be undervalued after recent gains — useful context for investors weighing longer-term upside vs near-term risks. Read More.
• Neutral Sentiment: Misinformation/fan coverage: Social posts and fact checks (e.g., fake Taylor Swift “Eras” ride video) and consumer pieces about parks/exhibits drive PR and foot traffic interest but have limited direct impact on fundamentals. Read More.
• Negative Sentiment: Distribution/ad risk: The Oscars moving from ABC to YouTube after decades could signal shifting rights deals and ad-revenue pressures for Disney’s linear-TV business (ABC), representing a potential long-term headwind for segment advertising and carriage economics. Read More.
• Negative Sentiment: Loss in creative leadership: The death of former Imagineering SVP Eddie Sotto is a reputational/human-capital loss; important culturally but with limited direct financial impact. Read More.

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.