Berman McAleer LLC Purchases Shares of 5,242 The Walt Disney Company $DIS

Berman McAleer LLC purchased a new stake in The Walt Disney Company (NYSE:DIS) during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 5,242 shares of the entertainment giant’s stock, valued at approximately $600,000.

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

Walt Disney Price Performance

DIS stock opened at $112.83 on Friday. The company has a market cap of $201.44 billion, a PE ratio of 16.45, a price-to-earnings-growth ratio of 1.56 and a beta of 1.44. 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 has a 50-day moving average price of $110.68 and a two-hundred day moving average price of $113.21. The Walt Disney Company has a 12-month low of $80.10 and a 12-month high of $124.69.

Walt Disney (NYSE:DIS) last released its quarterly earnings data on Thursday, November 13th. The entertainment giant reported $1.11 EPS for the quarter, topping analysts’ consensus estimates of $1.03 by $0.08. The company had revenue of $22.46 billion for the quarter, compared to the consensus estimate of $22.78 billion. Walt Disney had a return on equity of 9.37% and a net margin of 13.14%.The company’s quarterly revenue was down .5% compared to the same quarter last year. During the same period last year, the business posted $1.14 EPS. As a group, research analysts predict 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. This represents a yield of 139.0%. The ex-dividend date of this dividend is Tuesday, June 30th. Walt Disney’s payout ratio is 21.87%.

Wall Street Analyst Weigh In

Several brokerages recently issued reports on DIS. Phillip Securities raised shares of Walt Disney to a “moderate buy” rating in a research note on Monday, January 12th. UBS Group reiterated a “buy” rating and issued a $138.00 price target on shares of Walt Disney in a report on Friday, November 14th. Guggenheim reissued a “buy” rating and set a $140.00 price target on shares of Walt Disney in a research note on Friday, November 14th. KeyCorp reaffirmed a “sector weight” rating on shares of Walt Disney in a research report on Friday, November 14th. Finally, Wells Fargo & Company dropped their target price on Walt Disney from $159.00 to $152.00 and set an “overweight” rating for the company in a research note on Friday, November 14th. Nineteen equities research analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $135.20.

Walt Disney News Roundup

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

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.