Berman McAleer LLC Purchases New Stake in The Walt Disney Company $DIS

Berman McAleer LLC acquired a new position in shares of The Walt Disney Company (NYSE:DIS) during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 5,242 shares of the entertainment giant’s stock, valued at approximately $600,000.

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

Walt Disney Trading Up 1.1%

Shares of Walt Disney stock opened at $112.83 on Friday. The firm has a market cap of $201.44 billion, a price-to-earnings ratio of 16.45, a price-to-earnings-growth ratio of 1.56 and a beta of 1.44. The Walt Disney Company has a 52-week low of $80.10 and a 52-week high of $124.69. The company’s 50-day simple moving average is $110.68 and its 200-day simple moving average is $113.21. The company has a quick ratio of 0.65, a current ratio of 0.71 and a debt-to-equity ratio of 0.31.

Walt Disney (NYSE:DIS) last announced its quarterly earnings data on Thursday, November 13th. The entertainment giant reported $1.11 earnings per share for the quarter, beating analysts’ consensus estimates of $1.03 by $0.08. The company had revenue of $22.46 billion for the quarter, compared to analyst estimates of $22.78 billion. Walt Disney had a return on equity of 9.37% and a net margin of 13.14%.The firm’s revenue for the quarter was down .5% compared to the same quarter last year. During the same quarter in the previous year, the company earned $1.14 EPS. As a group, equities research analysts anticipate that The Walt Disney Company will post 5.47 earnings per share for the current year.

Walt Disney Announces Dividend

The firm also recently disclosed a dividend, which will be paid on Wednesday, July 22nd. Shareholders of record on Tuesday, June 30th will be given a $0.75 dividend. The ex-dividend date is Tuesday, June 30th. This represents a yield of 139.0%. Walt Disney’s dividend payout ratio is presently 21.87%.

Key Walt Disney News

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

• Positive Sentiment: Disney hired veteran Morgan Stanley media analyst Benjamin Swinburne as EVP of Investor Relations and Corporate Strategy — a move that should improve investor communications and credibility with Wall Street ahead of earnings. Disney Hires Morgan Stanley Analyst Benjamin Swinburne As Head Of Investor Relations
• Neutral Sentiment: Options and technical traders are positioning ahead of Monday’s earnings — retail commentary and strategy pieces (including an Options Corner video) are raising volume and implied volatility in DIS options, which can amplify intraday moves but don’t change fundamentals. Options Corner: DIS Earnings
• Neutral Sentiment: Income/option‑writing ideas have surfaced ahead of the report (e.g., Benzinga’s how-to income piece), which can attract yield‑seeking traders and boost share and option volume but also compress upside if many sell calls. How To Earn $500 A Month From Disney Stock Ahead Of Q1 Earnings
• Neutral Sentiment: Recent market commentary and analyst roundups note DIS strength versus the market; useful for context but not a primary driver ahead of company‑specific catalysts. Walt Disney (DIS) Increases Despite Market Slip
• Negative Sentiment: The Disney board will meet next week amid an ongoing CEO succession drama; unresolved leadership transition risk can increase governance concerns and share‑price volatility if investors fear disruption or lack clarity on strategy. Disney Board To Meet Next Week As CEO Succession Drama Nears Final Act
• Negative Sentiment: Broader Hollywood franchise weakness (several recent tentpole films underperforming) raises box‑office risk for Disney’s theatrical revenue this year, a possible headwind if upcoming releases disappoint. Hollywood has an IP problem: Box office sales are banking on franchise hits that keep falling flat

Analysts Set New Price Targets

DIS has been the topic of several research analyst reports. Wall Street Zen lowered Walt Disney from a “buy” rating to a “hold” rating in a research report on Friday, October 3rd. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Walt Disney in a report on Monday, December 29th. 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 research note on Friday, November 14th. Citigroup lowered their price objective on shares of Walt Disney from $145.00 to $140.00 and set a “buy” rating on the stock in a research report on Friday, January 16th. Finally, Phillip Securities raised shares of Walt Disney to a “moderate buy” rating in a report on Monday, January 12th. Nineteen 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 MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $135.20.

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.