HighPoint Advisor Group LLC Raises Stock Holdings in The Walt Disney Company $DIS

HighPoint Advisor Group LLC boosted its position in shares of The Walt Disney Company (NYSE:DIS) by 6.8% in the third quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 81,670 shares of the entertainment giant’s stock after buying an additional 5,192 shares during the quarter. HighPoint Advisor Group LLC’s holdings in Walt Disney were worth $9,351,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also added to or reduced their stakes in DIS. Copeland Capital Management LLC purchased a new position in shares of Walt Disney during the third quarter valued at about $25,000. Strengthening Families & Communities LLC purchased a new position in shares of Walt Disney during the 3rd quarter worth approximately $29,000. Pilgrim Partners Asia Pte Ltd bought a new position in shares of Walt Disney in the 3rd quarter worth approximately $33,000. Harbor Asset Planning Inc. purchased a new position in shares of Walt Disney in the 2nd quarter valued at approximately $37,000. Finally, Total Investment Management Inc. bought a new stake in shares of Walt Disney during the second quarter valued at approximately $37,000. Institutional investors own 65.71% of the company’s stock.

Walt Disney Trading Up 2.8%

Shares of NYSE DIS opened at $107.13 on Thursday. The firm’s 50 day moving average price is $110.83 and its 200-day moving average price is $112.84. The Walt Disney Company has a 52-week low of $80.10 and a 52-week high of $124.69. The company has a debt-to-equity ratio of 0.31, a quick ratio of 0.65 and a current ratio of 0.67. The company has a market cap of $189.78 billion, a PE ratio of 15.75, a P/E/G ratio of 1.46 and a beta of 1.43.

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

Walt Disney Announces Dividend

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 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 dividend payout ratio is presently 21.87%.

Analyst Upgrades and Downgrades

A number of research firms have issued reports on DIS. KeyCorp reiterated a “sector weight” rating on shares of Walt Disney in a report on Friday, November 14th. Wells Fargo & Company decreased their price target on shares of Walt Disney from $152.00 to $150.00 and set an “overweight” rating for the company in a research note on Tuesday. TD Cowen reissued a “hold” rating and set a $123.00 price objective on shares of Walt Disney in a research note on Tuesday. Citigroup decreased their target price on shares of Walt Disney from $145.00 to $140.00 and set a “buy” rating for the company in a research note on Friday, January 16th. Finally, Sanford C. Bernstein reissued an “outperform” rating on shares of Walt Disney in a research report on Wednesday, November 12th. Seventeen research analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $135.80.

Key Walt Disney News

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

• Positive Sentiment: Board names Josh D’Amaro as CEO (effective March 18) with Dana Walden as President & Chief Creative Officer — removes long‑running succession uncertainty, a near‑term governance positive that helped calm investors. Josh D’Amaro named as next CEO
• Positive Sentiment: Sell‑side support continues — some firms (Needham, Guggenheim, Morgan Stanley coverage noted) have reiterated buy/overweight views and price targets well above current levels, giving investors conviction that upside exists if execution improves. Needham reiterates Buy
• Neutral Sentiment: Company leadership held staff town halls and messaging emphasizes continuity, creativity and planned use of AI — useful for culture/retention but not an immediate revenue catalyst. Bob Iger, Josh D’Amaro and Dana Walden Talk Succession
• Neutral Sentiment: New theme‑park policies and ride changes were announced — operationally relevant for guest experience and costs, but impact on near‑term revenues is unclear. Disney Just Made Big News With New Theme Park Policies
• Neutral Sentiment: ETFs and passive holders with heavy Disney exposure are in focus around Q1 earnings + leadership change — could amplify moves but is not a directional fundamental change. Disney‑Heavy ETFs to Watch
• Negative Sentiment: Parks face measurable headwinds from fewer international visitors to U.S. parks (tourism softness), which pressures attendance and margins in the Experiences segment. Disney’s U.S. Theme Parks See Fewer Foreign Visitors
• Negative Sentiment: Investors reacted to tepid forward guidance and margin pressure in the recent quarter — weak near‑term outlook drove a post‑earnings slide and keeps sentiment cautious despite the beat. Theme parks hit as international tourists skip the U.S.
• Negative Sentiment: Some investors and activists (e.g., Nelson Peltz) question the succession process and raise governance concerns; plus market skepticism about D’Amaro’s limited streaming/media background — both factors heighten execution risk for Disney’s content/streaming transition. Peltz accuses Iger of rigging succession What D’Amaro pick tells us about media future

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.