Buck Wealth Strategies LLC Invests $939,000 in The Walt Disney Company $DIS

Buck Wealth Strategies LLC bought a new stake in shares of The Walt Disney Company (NYSE:DIS) during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor bought 8,205 shares of the entertainment giant’s stock, valued at approximately $939,000.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Copeland Capital Management LLC acquired a new stake in shares of Walt Disney during the third quarter worth $25,000. Pilgrim Partners Asia Pte Ltd purchased a new stake in Walt Disney in the third quarter valued at approximately $33,000. Harbor Asset Planning Inc. purchased a new stake in Walt Disney in the second quarter valued at approximately $37,000. Total Investment Management Inc. acquired a new position in Walt Disney in the 2nd quarter worth approximately $37,000. Finally, Howard Hughes Medical Institute purchased a new position in Walt Disney during the 2nd quarter worth approximately $48,000. 65.71% of the stock is currently owned by hedge funds and other institutional investors.

Walt Disney Stock Down 7.2%

DIS opened at $104.68 on Tuesday. The company has a debt-to-equity ratio of 0.31, a quick ratio of 0.65 and a current ratio of 0.71. The Walt Disney Company has a 1 year low of $80.10 and a 1 year high of $124.69. The firm has a 50 day moving average price of $110.74 and a 200 day moving average price of $113.00. The company has a market cap of $186.88 billion, a PE ratio of 15.26, a price-to-earnings-growth ratio of 1.58 and a beta of 1.43.

Walt Disney (NYSE:DIS) last posted its earnings results on Monday, February 2nd. The entertainment giant reported $1.63 EPS for the quarter, topping analysts’ consensus estimates of $1.57 by $0.06. The business had revenue of $25.98 billion for the quarter, compared to analysts’ expectations of $25.54 billion. Walt Disney had a net margin of 13.14% and a return on equity of 9.37%. The business’s revenue for the quarter was up 5.2% compared to the same quarter last year. During the same period in the previous year, the company posted $1.40 earnings per share. Sell-side analysts expect that The Walt Disney Company will post 5.47 earnings per share for the current year.

Walt Disney Announces Dividend

The firm 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. The ex-dividend date of this dividend is Tuesday, June 30th. This represents a yield of 139.0%. Walt Disney’s payout ratio is presently 21.87%.

Analyst Upgrades and Downgrades

Several brokerages have weighed in on DIS. TD Cowen reaffirmed a “hold” rating on shares of Walt Disney in a research report on Friday, November 14th. UBS Group reiterated a “mixed” rating on shares of Walt Disney in a report on Monday. Barclays reissued an “overweight” rating on shares of Walt Disney in a research report on Monday. Arete Research raised shares of Walt Disney to a “strong sell” rating in a research report on Tuesday, October 28th. Finally, Evercore ISI increased their price target on shares of Walt Disney from $140.00 to $142.00 and gave the stock an “outperform” rating in a report on Friday, November 14th. Eighteen equities research analysts have rated the stock with a Buy rating, six have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $136.00.

Key Walt Disney News

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

• Positive Sentiment: Q1 results beat consensus — DIS reported $1.63 adj. EPS vs. $1.57 expected and revenue ~ $26B, showing sequential and year‑over‑year growth across segments. Disney Earnings Call: Streaming Turnaround, Parks Hit Record
• Positive Sentiment: Streaming profitability improved significantly (record streaming profit driven partly by price increases), supporting long‑term margin recovery. Disney reeled in record streaming profits, boosted by price hikes
• Positive Sentiment: Parks & Experiences posted record revenue and generated the lion’s share of operating income, providing strong cash flow and supporting buybacks/dividend capacity. Disney supercharged its parks. The booming division still has room to run
• Positive Sentiment: Management reiterated capital returns: accelerating buybacks (target ~ $7B for 2026) and a modest dividend — supportive of shareholder value over time. Disney’s Q1 2026 Missed Hype, But the Turnaround Builds
• Neutral Sentiment: CEO succession headlines: multiple outlets report Josh D’Amaro is the likely successor to Bob Iger — a governance event that creates transition risk but could preserve operational continuity given D’Amaro’s parks track record. Disney board close to picking parks chief D’Amaro next CEO
• Negative Sentiment: Near‑term outlook disappointed: management guided to only modest operating income growth in Experiences for Q2 and flagged international tourism headwinds and higher sports rights costs — investors penalized the cautious guidance. Disney shares slide on weak outlook despite Q1 earnings beat
• Negative Sentiment: One‑time hit from a carriage dispute: Disney disclosed a ~$110M operating‑income hit from the YouTube TV blackout, which dented sports profitability for the quarter. Disney said it took a $110 million hit from YouTube TV
• Negative Sentiment: Margin pressure and investments: higher operating costs, pre‑opening and cruise launch expenses, and increased CapEx reduced short‑term earnings quality even as they aim to drive future growth. Disney’s Q1 2026 Missed Hype, But the Turnaround Builds

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.