Patriot Financial Group Insurance Agency LLC Trims Stock Position in The Walt Disney Company $DIS

Patriot Financial Group Insurance Agency LLC trimmed its stake in The Walt Disney Company (NYSE:DIS) by 56.8% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 11,165 shares of the entertainment giant’s stock after selling 14,660 shares during the period. Patriot Financial Group Insurance Agency LLC’s holdings in Walt Disney were worth $1,278,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently bought and sold shares of DIS. DiNuzzo Private Wealth Inc. increased its position in shares of Walt Disney by 82.5% during the second quarter. DiNuzzo Private Wealth Inc. now owns 208 shares of the entertainment giant’s stock worth $26,000 after purchasing an additional 94 shares in the last quarter. Harbor Asset Planning Inc. purchased a new position in Walt Disney during the 2nd quarter worth approximately $37,000. Total Investment Management Inc. purchased a new stake in Walt Disney in the second quarter valued at approximately $37,000. Howard Hughes Medical Institute acquired a new stake in shares of Walt Disney in the second quarter valued at approximately $48,000. Finally, RMG Wealth Management LLC acquired a new stake in shares of Walt Disney in the second quarter valued at approximately $49,000. 65.71% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Several research firms recently commented on DIS. Wall Street Zen downgraded shares of Walt Disney from a “buy” rating to a “hold” rating in a research report on Friday, October 3rd. Jefferies Financial Group decreased their target price on shares of Walt Disney from $144.00 to $136.00 and set a “buy” rating for the company in a research note on Friday, November 14th. Sanford C. Bernstein restated an “outperform” rating on shares of Walt Disney in a research report on Wednesday, November 12th. Guggenheim reaffirmed a “buy” rating and set a $140.00 price objective on shares of Walt Disney in a research report on Friday, November 14th. Finally, Evercore ISI lifted their target price on Walt Disney from $140.00 to $142.00 and gave the company an “outperform” rating in a research note on Friday, November 14th. Nineteen investment analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $134.41.

Walt Disney News Summary

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

• Positive Sentiment: Early box-office reception: “Avatar: Fire and Ash” pulled in ~$12M from Thursday previews — a solid start that supports near-term theatrical revenue and franchise monetization potential for Disney. Read More.
• Positive Sentiment: Streaming momentum: CEO commentary and analysis note ESPN’s new flagship streaming service is seeing early success and Disney+ / Hulu are producing robust profits — this supports margin recovery and valuation multiple expansion if subscription economics continue improving. Read More.
• Positive Sentiment: Analyst endorsement: Wells Fargo highlights Disney as a top media pick, signaling institutional buy-side support that can help buoy the shares. Read More.
• Positive Sentiment: Recent market performance note: Coverage reporting a recent uptick/market-beating close may reflect short-term momentum and investor interest. Read More.
• Neutral Sentiment: R&D / attraction innovation: Disney is piloting 3D-printed props (Jungle Cruise polymer canoe) and advancing animatronic tech (self-walking Olaf) — these reduce production costs and enable new park experiences but are gradual, not immediate earnings drivers. Read More. Read More.
• Neutral Sentiment: Valuation debate: Several write-ups argue Disney may be undervalued after recent gains — useful context for investors weighing longer-term upside vs near-term risks. Read More.
• Neutral Sentiment: Misinformation/fan coverage: Social posts and fact checks (e.g., fake Taylor Swift “Eras” ride video) and consumer pieces about parks/exhibits drive PR and foot traffic interest but have limited direct impact on fundamentals. Read More.
• Negative Sentiment: Distribution/ad risk: The Oscars moving from ABC to YouTube after decades could signal shifting rights deals and ad-revenue pressures for Disney’s linear-TV business (ABC), representing a potential long-term headwind for segment advertising and carriage economics. Read More.
• Negative Sentiment: Loss in creative leadership: The death of former Imagineering SVP Eddie Sotto is a reputational/human-capital loss; important culturally but with limited direct financial impact. Read More.

Walt Disney Price Performance

Shares of DIS opened at $111.21 on Friday. The company has a current ratio of 0.71, a quick ratio of 0.65 and a debt-to-equity ratio of 0.31. The stock’s 50 day moving average is $109.21 and its two-hundred day moving average is $114.55. The Walt Disney Company has a twelve month low of $80.10 and a twelve month high of $124.69. The firm has a market capitalization of $198.54 billion, a PE ratio of 16.21, a P/E/G ratio of 1.55 and a beta of 1.49.

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

Walt Disney Dividend Announcement

The company also recently announced a dividend, which will be paid on Wednesday, July 22nd. Shareholders of record on Tuesday, June 30th will be issued a $0.75 dividend. 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 21.87%.

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.