HF Advisory Group LLC Increases Stock Position in The Walt Disney Company $DIS

HF Advisory Group LLC increased its holdings in The Walt Disney Company (NYSE:DIS) by 746.2% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 99,159 shares of the entertainment giant’s stock after acquiring an additional 87,441 shares during the quarter. HF Advisory Group LLC’s holdings in Walt Disney were worth $11,281,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently bought and sold shares of DIS. Brighton Jones LLC grew its holdings in shares of Walt Disney by 7.7% during the fourth quarter. Brighton Jones LLC now owns 26,767 shares of the entertainment giant’s stock worth $2,980,000 after buying an additional 1,904 shares during the last quarter. Sivia Capital Partners LLC lifted its position in Walt Disney by 31.9% during the 2nd quarter. Sivia Capital Partners LLC now owns 5,470 shares of the entertainment giant’s stock worth $678,000 after acquiring an additional 1,322 shares during the period. Schnieders Capital Management LLC. grew its stake in shares of Walt Disney by 16.2% in the 2nd quarter. Schnieders Capital Management LLC. now owns 17,955 shares of the entertainment giant’s stock valued at $2,227,000 after purchasing an additional 2,503 shares during the last quarter. Fisher Asset Management LLC increased its holdings in shares of Walt Disney by 2.3% in the second quarter. Fisher Asset Management LLC now owns 46,179 shares of the entertainment giant’s stock valued at $5,727,000 after purchasing an additional 1,052 shares during the period. Finally, Isthmus Partners LLC purchased a new stake in shares of Walt Disney during the second quarter worth approximately $204,000. Hedge funds and other institutional investors own 65.71% of the company’s stock.

Key Stories Impacting Walt Disney

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

• Positive Sentiment: Analyst upgrades lift sentiment — Raymond James moved DIS to Outperform with a $115 target, citing a historically low valuation and stronger streaming profitability; Barron’s coverage highlights the upgrade as a near-term catalyst. Article Title
• Positive Sentiment: Needham reasserts a Buy rating and a $125 price target, reinforcing the view that a valuation rerating is possible as Disney reasserts its media identity. Article Title
• Positive Sentiment: Fundamentals: Q1 showed a revenue beat and a 72% jump in streaming operating income — evidence streaming is moving toward sustained profitability, which supports higher long-term cash flow expectations. Article Title
• Positive Sentiment: Experiences tailwinds: Disneyland Paris’ $2.2B World of Frozen expansion and new summer ticket/hotel promos (including Disney+ Perks rates) should help near-term park revenue and guest spending. Article Title Article Title
• Neutral Sentiment: Marketing & community items (D23 ticket plans, talent searches, pop-ups, new merchandising) keep engagement high but are not material to near-term earnings. Article Title
• Negative Sentiment: Analyst cautions & operational headwinds — Wells Fargo and other commentary point to weak near-term cash flow and fresh pressure at ESPN as cord-cutting and sports rights shift economics, which could cap multiple expansion. Article Title
• Negative Sentiment: Partnership uncertainty — Reports of a setback in Disney’s potential major partnership talks with OpenAI raise questions about timing/scale of future AI-driven initiatives and monetization. Article Title
• Negative Sentiment: Consumer PR issues: shutdown of a widely used free-parking workaround and a high-profile Olaf robot malfunction produced negative headlines that could modestly affect guest sentiment and social coverage. Article Title Article Title

Walt Disney Stock Performance

NYSE:DIS opened at $96.69 on Thursday. The firm’s fifty day simple moving average is $103.57 and its 200-day simple moving average is $108.46. The company has a quick ratio of 0.61, a current ratio of 0.67 and a debt-to-equity ratio of 0.31. The stock has a market cap of $171.28 billion, a PE ratio of 14.22, a price-to-earnings-growth ratio of 1.35 and a beta of 1.42. The Walt Disney Company has a fifty-two week low of $80.10 and a fifty-two week high of $124.69.

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

Analyst Upgrades and Downgrades

DIS has been the topic of a number of analyst reports. UBS Group reiterated a “mixed” rating on shares of Walt Disney in a research report on Monday, February 2nd. Raymond James Financial upgraded shares of Walt Disney from a “market perform” rating to an “outperform” rating and set a $115.00 target price for the company in a research note on Wednesday. Needham & Company LLC reaffirmed a “buy” rating and issued a $125.00 target price on shares of Walt Disney in a report on Tuesday. Jefferies Financial Group dropped their price target on shares of Walt Disney from $136.00 to $132.00 and set a “buy” rating on the stock in a research note on Tuesday, February 3rd. Finally, Morgan Stanley began coverage on shares of Walt Disney in a report on Tuesday, February 3rd. They set an “overweight” rating and a $135.00 price target for the company. Eighteen equities research analysts have rated the stock with a Buy rating, five have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $132.81.

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.