Bfsg LLC Boosts Stock Position in The Walt Disney Company $DIS

Bfsg LLC grew its stake in shares of The Walt Disney Company (NYSE:DIS) by 49.5% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 71,927 shares of the entertainment giant’s stock after buying an additional 23,816 shares during the period. Bfsg LLC’s holdings in Walt Disney were worth $8,236,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Evergreen Capital Management LLC raised its stake in Walt Disney by 3.4% in the third quarter. Evergreen Capital Management LLC now owns 117,577 shares of the entertainment giant’s stock valued at $13,463,000 after purchasing an additional 3,913 shares in the last quarter. Forefront Wealth Management Inc. purchased a new stake in Walt Disney during the 3rd quarter valued at about $210,000. Confluence Wealth Services Inc. raised its holdings in Walt Disney by 0.9% during the 3rd quarter. Confluence Wealth Services Inc. now owns 11,840 shares of the entertainment giant’s stock valued at $1,356,000 after buying an additional 107 shares during the last quarter. Arlington Trust Co LLC grew its stake in shares of Walt Disney by 122.1% in the third quarter. Arlington Trust Co LLC now owns 1,295 shares of the entertainment giant’s stock worth $148,000 after purchasing an additional 712 shares during the last quarter. Finally, Vectors Research Management LLC lifted its stake in Walt Disney by 10.8% in the third quarter. Vectors Research Management LLC now owns 1,844 shares of the entertainment giant’s stock worth $211,000 after acquiring an additional 180 shares during the period. 65.71% of the stock is currently owned by hedge funds and other institutional investors.

Key Headlines 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

Wall Street Analyst Weigh In

Several brokerages have recently issued reports on DIS. Wall Street Zen lowered Walt Disney from a “buy” rating to a “hold” rating in a research report on Friday, October 3rd. Guggenheim restated a “buy” rating and issued a $140.00 price target on shares of Walt Disney in a research note on Friday, November 14th. Jefferies Financial Group cut their target price on shares of Walt Disney from $144.00 to $136.00 and set a “buy” rating for the company in a research report on Friday, November 14th. Weiss Ratings restated a “buy (b-)” rating on shares of Walt Disney in a research report on Monday, December 29th. Finally, Wells Fargo & Company lowered their price objective on Walt Disney from $159.00 to $152.00 and set an “overweight” rating on the stock in a research report on Friday, November 14th. Nineteen equities research analysts have rated the stock with a Buy rating, six have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $135.20.

Walt Disney Stock Performance

Shares of NYSE:DIS opened at $111.35 on Friday. 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 0.65, a current ratio of 0.71 and a debt-to-equity ratio of 0.31. The firm has a fifty day simple moving average of $110.00 and a two-hundred day simple moving average of $113.88. The stock 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.

Walt Disney (NYSE:DIS) last announced 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. The firm had revenue of $22.46 billion during 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 company’s quarterly revenue was down .5% on a year-over-year basis. During the same quarter in the previous year, the business earned $1.14 EPS. On average, analysts expect that The Walt Disney Company will post 5.47 earnings per share for the current fiscal 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 issued a $0.75 dividend. This represents a dividend yield of 139.0%. The ex-dividend date is Tuesday, June 30th. Walt Disney’s dividend payout ratio is presently 21.87%.

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.