Dana Investment Advisors Inc. Buys 48,587 Shares of The Walt Disney Company $DIS

Dana Investment Advisors Inc. boosted its stake in The Walt Disney Company (NYSE:DIS) by 37.2% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 179,194 shares of the entertainment giant’s stock after buying an additional 48,587 shares during the quarter. Dana Investment Advisors Inc.’s holdings in Walt Disney were worth $20,518,000 at the end of the most recent quarter.

Several other hedge funds have also recently bought and sold shares of the stock. Copeland Capital Management LLC bought a new position in Walt Disney during the 3rd quarter valued at about $25,000. Strengthening Families & Communities LLC bought a new stake in Walt Disney during the third quarter worth about $29,000. Pilgrim Partners Asia Pte Ltd acquired a new stake in shares of Walt Disney during the third quarter worth approximately $33,000. Total Investment Management Inc. bought a new position in shares of Walt Disney in the second quarter valued at approximately $37,000. Finally, Navigoe LLC grew its position in Walt Disney by 89.2% during the 3rd quarter. Navigoe LLC now owns 403 shares of the entertainment giant’s stock worth $46,000 after acquiring an additional 190 shares during the last quarter. 65.71% of the stock is currently owned by institutional investors and hedge funds.

Key Walt Disney News

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

• Positive Sentiment: New animation-themed land for Disney’s Hollywood Studios should support parks attendance, guest spending and long-term monetization of IP — a tangible near- and mid-term growth catalyst for Disney’s Parks segment. Read More.
• Positive Sentiment: Disney is investing in attraction quality — new audio-animatronic experiences (e.g., Olaf teaching drawing) and involvement from legendary animators can drive higher per-guest spend and positive PR for parks. Read More.
• Positive Sentiment: Insider buying: a reported share purchase by Rep. Gilbert Ray Cisneros Jr. is a modest positive signal for investor confidence. Read More.
• Neutral Sentiment: Adeia announced a long-term license agreement that names Disney among its customers — likely a small operational/technology arrangement; impact on Disney’s financials appears limited or unclear. Read More.
• Neutral Sentiment: Operational tweaks at parks: Disney made 73 menu changes across parks and hotels — could reflect cost/offer optimization but is not a major revenue driver by itself. Read More.
• Neutral Sentiment: Cultural/brand items (Pinocchio anniversary, a Disney-inspired wedding dress show) boost PR and IP visibility but have limited direct near-term earnings impact. Read More.
• Negative Sentiment: Park execution concern: reporting that a new animation experience will open “without live artists” raises questions about guest experience and shows Disney is using lower-cost formats for interactive offerings—possible negative for guest satisfaction/brand. Read More.
• Negative Sentiment: Streaming competition: analysis that Roku is growing as a media platform underscores ongoing competitive pressure on Disney’s streaming ecosystem and advertising/platform monetization. Investors worry this could weigh on long-term margin expansion in Direct-to-Consumer. Read More.
• Negative Sentiment: Valuation/momentum note: a recent valuation piece highlights mixed returns and fading short-term momentum for DIS, which can amplify selling when investor focus shifts to near-term growth/streaming concerns. Read More.

Walt Disney Stock Performance

Shares of Walt Disney stock opened at $104.37 on Tuesday. The stock’s fifty day simple moving average is $110.60 and its 200 day simple moving average is $111.59. The company has a current ratio of 0.67, a quick ratio of 0.61 and a debt-to-equity ratio of 0.31. The company has a market capitalization of $184.90 billion, a PE ratio of 15.35, a PEG ratio of 1.44 and a beta of 1.43. The Walt Disney Company has a 12 month low of $80.10 and a 12 month high of $124.69.

Walt Disney (NYSE:DIS) last issued its quarterly earnings results on Monday, February 2nd. The entertainment giant reported $1.63 earnings per share 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 analysts’ expectations of $25.54 billion. Walt Disney had a net margin of 12.80% and a return on equity of 8.90%. The business’s quarterly revenue was up 5.2% on a year-over-year basis. During the same period last year, the business earned $1.40 EPS. On average, research analysts predict that The Walt Disney Company will post 5.47 EPS for the current year.

Analysts Set New Price Targets

A number of equities analysts have commented on the company. Weiss Ratings lowered Walt Disney from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Tuesday, February 3rd. Wells Fargo & Company lowered their price objective on shares of Walt Disney from $152.00 to $150.00 and set an “overweight” rating for the company in a research report on Tuesday, February 3rd. Evercore upped their target price on shares of Walt Disney from $140.00 to $142.00 and gave the stock an “outperform” rating in a research report on Friday, November 14th. UBS Group reissued a “mixed” rating on shares of Walt Disney in a report on Monday, February 2nd. Finally, The Goldman Sachs Group reaffirmed a “buy” rating and set a $151.00 price objective on shares of Walt Disney in a report on Monday, February 2nd. Seventeen investment analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $135.80.

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.