Concord Asset Management LLC VA Grows Position in The Walt Disney Company $DIS

Concord Asset Management LLC VA raised its stake in shares of The Walt Disney Company (NYSE:DIS) by 53.5% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 24,034 shares of the entertainment giant’s stock after purchasing an additional 8,379 shares during the quarter. Concord Asset Management LLC VA’s holdings in Walt Disney were worth $2,752,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also made changes to their positions in the stock. 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 purchasing an additional 1,639,123 shares during the last quarter. State Street Corp lifted 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 boosted its position in Walt Disney by 1.2% in 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 buying an additional 458,077 shares during the last quarter. Norges Bank purchased a new stake in shares of Walt Disney in the 2nd quarter valued at $2,618,295,000. Finally, Jennison Associates LLC increased its stake in shares of Walt Disney by 9.4% in the second quarter. Jennison Associates LLC now owns 20,676,921 shares of the entertainment giant’s stock worth $2,564,145,000 after acquiring an additional 1,774,772 shares during the period. Hedge funds and other institutional investors own 65.71% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities research analysts have commented on the stock. UBS Group reaffirmed a “mixed” rating on shares of Walt Disney in a report on Monday. Evercore boosted their price objective on Walt Disney from $140.00 to $142.00 and gave the company an “outperform” rating in a report on Friday, November 14th. TD Cowen reaffirmed a “hold” rating and set a $123.00 target price on shares of Walt Disney in a report on Tuesday. Needham & Company LLC reissued a “buy” rating and issued a $125.00 price target on shares of Walt Disney in a report on Monday, February 2nd. Finally, Citigroup lowered their price objective on Walt Disney from $145.00 to $140.00 and set a “buy” rating on the stock in a research report on Friday, January 16th. Seventeen equities 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. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $135.80.

Trending Headlines about Walt Disney

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

• Positive Sentiment: Disney named parks chief Josh D’Amaro as CEO, ending succession uncertainty — markets view the move as a stabilizing, continuity-oriented choice given his parks track record. Walt Disney names parks chief D’Amaro as new CEO
• Positive Sentiment: Parks are booming: theme-park revenue topped $10B for the quarter and operators see further runway for attendance and pricing power, supporting near-term cash flow and profit. The Walt Disney Company parks are booming, and there’s still runway left
• Positive Sentiment: Guggenheim reaffirmed a Buy on DIS, signaling institutional support that can bolster investor confidence after recent volatility. Guggenheim Reaffirms “Buy” Rating for Walt Disney (NYSE:DIS)
• Neutral Sentiment: Analysts and commentary are parsing streaming strategy post‑earnings — several pieces note improving streaming trends but emphasize that content cadence and margin progress remain key longer-term drivers. What Disney’s earnings and CEO change tell us about streaming now
• Neutral Sentiment: Market interest is elevated (Zacks notes DIS as a trending ticker), which can increase short-term volatility as investors reprice on news flow. The Walt Disney Company (DIS) Is a Trending Stock: Facts to Know
• Neutral Sentiment: Research/coverage moves: Morgan Stanley initiated coverage and TD Cowen reiterated a Hold — fresh analyst attention can create headline-driven swings but mixed signals keep consensus unchanged for now. Walt Disney (NYSE:DIS) Coverage Initiated at Morgan Stanley
• Negative Sentiment: Disney warned international park visits are slowing, which could pressure revenue growth and margins if the trend continues. The Walt Disney Company warns international visits are slowing
• Negative Sentiment: Some firms cut targets or issued cautious notes after leadership change and to reflect longer-term risks: Wells Fargo trimmed its price target and Jefferies published a pessimistic outlook — these headlines weighed on sentiment in prior sessions. Wells Fargo Lowers Walt Disney (NYSE:DIS) Price Target to $150.00 Jefferies Financial Group Issues Pessimistic Forecast for Walt Disney

Walt Disney Trading Up 3.6%

Shares of NYSE:DIS opened at $108.79 on Friday. The business’s 50 day moving average price is $110.95 and its 200-day moving average price is $112.70. The Walt Disney Company has a 1 year low of $80.10 and a 1 year high of $124.69. The firm has a market capitalization of $192.72 billion, a price-to-earnings ratio of 16.00, a price-to-earnings-growth ratio of 1.43 and a beta of 1.43. The company has a debt-to-equity ratio of 0.31, a current ratio of 0.67 and a quick ratio of 0.65.

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

Walt Disney Announces Dividend

The business also recently declared a dividend, which will be paid on Wednesday, July 22nd. Investors of record on Tuesday, June 30th will be paid a $0.75 dividend. The ex-dividend date of this dividend is Tuesday, June 30th. This represents a yield of 139.0%. Walt Disney’s dividend payout ratio (DPR) is currently 22.06%.

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.