Envestnet Asset Management Inc. Trims Stake in The Walt Disney Company $DIS

Envestnet Asset Management Inc. lowered its holdings in The Walt Disney Company (NYSE:DIS) by 0.5% during the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 3,443,781 shares of the entertainment giant’s stock after selling 16,667 shares during the period. Envestnet Asset Management Inc. owned approximately 0.19% of Walt Disney worth $394,313,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently modified their holdings of the company. Kondo Wealth Advisors Inc. lifted its holdings in shares of Walt Disney by 1.2% during the 2nd quarter. Kondo Wealth Advisors Inc. now owns 7,317 shares of the entertainment giant’s stock worth $904,000 after acquiring an additional 84 shares during the last quarter. Cornerstone Advisory LLC raised its position in Walt Disney by 1.5% during the second quarter. Cornerstone Advisory LLC now owns 5,890 shares of the entertainment giant’s stock valued at $730,000 after purchasing an additional 86 shares in the last quarter. Apollon Financial LLC raised its position in Walt Disney by 1.5% during the second quarter. Apollon Financial LLC now owns 6,086 shares of the entertainment giant’s stock valued at $755,000 after purchasing an additional 87 shares in the last quarter. Strategic Family Wealth Counselors L.L.C. lifted its stake in Walt Disney by 1.0% during the second quarter. Strategic Family Wealth Counselors L.L.C. now owns 8,586 shares of the entertainment giant’s stock worth $1,065,000 after purchasing an additional 87 shares during the last quarter. Finally, Baltimore Washington Financial Advisors Inc. boosted its holdings in shares of Walt Disney by 1.3% in the 2nd quarter. Baltimore Washington Financial Advisors Inc. now owns 6,957 shares of the entertainment giant’s stock worth $863,000 after purchasing an additional 88 shares in the last quarter. Hedge funds and other institutional investors own 65.71% of the company’s stock.

Walt Disney Trading Up 2.8%

Shares of DIS opened at $107.13 on Thursday. The stock has a market capitalization of $189.78 billion, a P/E ratio of 15.75, a PEG ratio of 1.46 and a beta of 1.43. The Walt Disney Company has a twelve month low of $80.10 and a twelve month high of $124.69. The company has a quick ratio of 0.65, a current ratio of 0.67 and a debt-to-equity ratio of 0.31. The firm has a fifty day simple moving average of $110.83 and a two-hundred day simple moving average of $112.84.

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

Walt Disney Announces Dividend

The firm also recently declared a dividend, which will be paid on Wednesday, July 22nd. Shareholders of record on Tuesday, June 30th will be given 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 dividend payout ratio is presently 21.87%.

Analyst Ratings Changes

DIS has been the topic of a number of research reports. Jefferies Financial Group decreased their price objective on Walt Disney from $136.00 to $132.00 and set a “buy” rating on the stock in a report on Tuesday. Wells Fargo & Company reduced their price target on shares of Walt Disney from $152.00 to $150.00 and set an “overweight” rating on the stock in a research report on Tuesday. Rosenblatt Securities reissued a “buy” rating and set a $141.00 price target on shares of Walt Disney in a research note on Friday, October 17th. The Goldman Sachs Group restated a “buy” rating and issued a $151.00 price objective on shares of Walt Disney in a report on Monday. Finally, Evercore ISI increased their target price on shares of Walt Disney from $140.00 to $142.00 and gave the company an “outperform” rating in a report on Friday, November 14th. 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’s stock. According to data from MarketBeat.com, Walt Disney has an average rating of “Moderate Buy” and a consensus price target 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.