The Walt Disney Company (NYSE:DIS) Stock Holdings Boosted by Fidelis Capital Partners LLC

Fidelis Capital Partners LLC raised its position in shares of The Walt Disney Company (NYSE:DIS) by 68.2% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 11,392 shares of the entertainment giant’s stock after purchasing an additional 4,621 shares during the quarter. Fidelis Capital Partners LLC’s holdings in Walt Disney were worth $1,299,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Concurrent Investment Advisors LLC boosted its stake in Walt Disney by 8.4% during the 3rd quarter. Concurrent Investment Advisors LLC now owns 66,744 shares of the entertainment giant’s stock valued at $6,420,000 after purchasing an additional 5,184 shares in the last quarter. Charles Schwab Investment Management Inc. boosted its stake in shares of Walt Disney by 1.1% during the 3rd quarter. Charles Schwab Investment Management Inc. now owns 10,411,205 shares of the entertainment giant’s stock worth $1,001,454,000 after acquiring an additional 114,701 shares in the last quarter. Brookstone Capital Management boosted its stake in shares of Walt Disney by 10.5% during the 4th quarter. Brookstone Capital Management now owns 140,883 shares of the entertainment giant’s stock worth $15,687,000 after acquiring an additional 13,339 shares in the last quarter. Summit Global Investments boosted its stake in shares of Walt Disney by 476.0% during the 3rd quarter. Summit Global Investments now owns 12,379 shares of the entertainment giant’s stock worth $1,191,000 after acquiring an additional 10,230 shares in the last quarter. Finally, Greystone Financial Group LLC boosted its stake in shares of Walt Disney by 13.3% during the 4th quarter. Greystone Financial Group LLC now owns 85,187 shares of the entertainment giant’s stock worth $9,486,000 after acquiring an additional 9,967 shares in the last quarter. 65.71% of the stock is owned by institutional investors.

Walt Disney Trading Down 1.0 %

NYSE DIS opened at $112.69 on Tuesday. The stock has a 50-day simple moving average of $110.70 and a 200 day simple moving average of $103.66. The company has a market capitalization of $203.72 billion, a PE ratio of 36.71, a P/E/G ratio of 1.80 and a beta of 1.42. The company has a current ratio of 0.68, a quick ratio of 0.62 and a debt-to-equity ratio of 0.36. The Walt Disney Company has a 12 month low of $83.91 and a 12 month high of $123.74.

Walt Disney (NYSE:DIS) last released its quarterly earnings data on Wednesday, February 5th. The entertainment giant reported $1.76 EPS for the quarter, beating analysts’ consensus estimates of $1.44 by $0.32. Walt Disney had a return on equity of 9.95% and a net margin of 6.07%. Research analysts forecast that The Walt Disney Company will post 5.47 EPS for the current year.

Walt Disney Increases Dividend

The firm also recently declared a semi-annual dividend, which was paid on Thursday, January 16th. Shareholders of record on Monday, December 16th were issued a $0.50 dividend. This is an increase from Walt Disney’s previous semi-annual dividend of $0.45. This represents a dividend yield of 0.6%. The ex-dividend date was Monday, December 16th. Walt Disney’s dividend payout ratio is 32.57%.

Wall Street Analysts Forecast Growth

Several equities research analysts have recently weighed in on DIS shares. Deutsche Bank Aktiengesellschaft raised their price objective on Walt Disney from $115.00 to $131.00 and gave the stock a “buy” rating in a research note on Friday, November 15th. Bank of America raised their price objective on Walt Disney from $120.00 to $140.00 and gave the stock a “buy” rating in a research note on Friday, November 15th. Guggenheim raised their price objective on Walt Disney from $110.00 to $130.00 and gave the stock a “buy” rating in a research note on Friday, November 15th. Macquarie reissued a “neutral” rating and set a $110.00 price target on shares of Walt Disney in a research report on Monday, January 6th. Finally, Rosenblatt Securities restated a “buy” rating and set a $135.00 price objective on shares of Walt Disney in a research report on Monday, February 10th. Six analysts have rated the stock with a hold rating, eighteen have given a buy rating and two have assigned a strong buy rating to the company’s stock. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $125.44.

Insiders Place Their Bets

In other Walt Disney news, EVP Brent Woodford sold 8,000 shares of the stock in a transaction dated Wednesday, December 11th. The stock was sold at an average price of $114.74, for a total value of $917,920.00. Following the completion of the sale, the executive vice president now directly owns 44,055 shares in the company, valued at $5,054,870.70. This represents a 15.37 % decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Corporate insiders own 0.16% of the company’s stock.

Walt Disney Company Profile

The Walt Disney Company operates as an entertainment company worldwide. It operates through three segments: Entertainment, Sports, and Experiences. The company produces and distributes film and television video streaming content under the ABC Television Network, Disney, Freeform, FX, Fox, National Geographic, and Star brand television channels, as well as ABC television stations and A+E television networks; and produces original content under the ABC Signature, Disney Branded Television, FX Productions, Lucasfilm, Marvel, National Geographic Studios, Pixar, Searchlight Pictures, Twentieth Century Studios, 20th Television, and Walt Disney Pictures banners.