GRIMES & Co WEALTH MANAGEMENT LLC Has $9.64 Million Stock Holdings in The Walt Disney Company $DIS

GRIMES & Co WEALTH MANAGEMENT LLC increased its holdings in shares of The Walt Disney Company (NYSE:DIS) by 10.1% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 84,221 shares of the entertainment giant’s stock after buying an additional 7,737 shares during the quarter. GRIMES & Co WEALTH MANAGEMENT LLC’s holdings in Walt Disney were worth $9,643,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds have also recently bought and sold shares of the business. Vanguard Group Inc. grew its stake in Walt Disney by 1.1% during the 2nd quarter. Vanguard Group Inc. now owns 157,501,484 shares of the entertainment giant’s stock valued at $19,531,759,000 after acquiring an additional 1,639,123 shares in the last quarter. State Street Corp boosted its holdings in shares of Walt Disney by 0.8% during the second quarter. State Street Corp now owns 79,643,043 shares of the entertainment giant’s stock worth $9,915,465,000 after purchasing an additional 625,893 shares during the period. Geode Capital Management LLC grew its position in Walt Disney by 1.2% during the second quarter. Geode Capital Management LLC now owns 39,992,231 shares of the entertainment giant’s stock valued at $4,935,928,000 after purchasing an additional 458,077 shares in the last quarter. Kingstone Capital Partners Texas LLC acquired a new position in Walt Disney in the 2nd quarter valued at approximately $4,220,599,000. Finally, Norges Bank purchased a new stake in Walt Disney in the 2nd quarter worth approximately $2,618,295,000. 65.71% of the stock is owned by hedge funds and other institutional investors.

Key Walt Disney News

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

• Positive Sentiment: Large commercial AI tie-up could unlock new revenue and content/ads upside — coverage highlights a multibillion-dollar partnership between Disney and OpenAI that could accelerate content creation, personalization and ad monetization opportunities. OpenAI: Disney’s Billion-Dollar Partner
• Positive Sentiment: Box-office strength supports studio revenue — “Avatar: Fire and Ash” continues to lead the box office, reinforcing Disney’s ability to generate high-margin theatrical revenue and franchise value. Strong theatrical performance can offset some streaming margin pressure. ‘Avatar: Fire and Ash’ tops box office
• Positive Sentiment: Analyst commentary frames DIS as a value opportunity — Zacks highlights Disney as a strong value-stock candidate, which can attract longer-term investors given the company’s diversified cash flows and improving margins. Here’s Why Walt Disney (DIS) is a Strong Value Stock
• Neutral Sentiment: Imagineering expansion ramps up — WSJ coverage gives rare detail on Imagineering as a reported $60 billion parks expansion accelerates; long-term growth potential is clear but so is the near-term capex burden and execution risk. WSJ Offers Rare Look Inside Disney Imagineering
• Neutral Sentiment: Parks/guests updates — tease of a refresh to the Buzz Lightyear ride and changes to Disney World’s meal plans are operational items that can modestly affect per-guest spend and satisfaction but are not immediately material to earnings. Disney engineers tease fresh update for Buzz Lightyear’s beloved ride Disney World Makes Big Changes to Meal Plan
• Negative Sentiment: Streaming competition remains a headwind — Zacks comparative coverage notes Netflix’s current revenue growth, ad-tier momentum and subscriber gains, underscoring continued margin and competitive pressure for Disney’s streaming business. Investors worried about subscriber economics may be selling on that risk. Netflix vs. Disney: Which Streaming Giant Has an Edge Right Now?

Analyst Upgrades and Downgrades

DIS has been the topic of several research analyst reports. Weiss Ratings restated a “buy (b-)” rating on shares of Walt Disney in a report on Monday, December 29th. Wall Street Zen downgraded Walt Disney from a “buy” rating to a “hold” rating in a research note on Friday, October 3rd. Citigroup reaffirmed a “positive” rating on shares of Walt Disney in a research report on Friday, November 14th. Evercore ISI lifted their price target on Walt Disney from $140.00 to $142.00 and gave the company an “outperform” rating in a report on Friday, November 14th. Finally, Raymond James Financial restated a “market perform” rating on shares of Walt Disney in a report on Friday, November 14th. Eighteen research analysts have rated the stock with a Buy rating, six have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $135.20.

Walt Disney Trading Down 2.7%

Shares of DIS stock opened at $112.79 on Tuesday. The Walt Disney Company has a 12 month low of $80.10 and a 12 month high of $124.69. The company has a market cap of $201.36 billion, a PE ratio of 16.44, a price-to-earnings-growth ratio of 1.61 and a beta of 1.44. 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 business’s 50 day moving average is $109.86 and its two-hundred day moving average is $114.11.

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

Walt Disney Dividend Announcement

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

Walt Disney 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.