Wells Trecaso Financial Group LLC Sells 19,643 Shares of The Walt Disney Company $DIS

Wells Trecaso Financial Group LLC lowered its holdings in The Walt Disney Company (NYSE:DIS) by 44.1% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 24,927 shares of the entertainment giant’s stock after selling 19,643 shares during the quarter. Walt Disney makes up 1.4% of Wells Trecaso Financial Group LLC’s portfolio, making the stock its 24th biggest position. Wells Trecaso Financial Group LLC’s holdings in Walt Disney were worth $2,854,000 as of its most recent SEC filing.

Several other institutional investors also recently bought and sold shares of the business. Vanguard Group Inc. boosted its holdings in shares of Walt Disney by 1.1% in the 2nd quarter. Vanguard Group Inc. now owns 157,501,484 shares of the entertainment giant’s stock valued at $19,531,759,000 after buying an additional 1,639,123 shares in the last quarter. State Street Corp boosted its position in shares of Walt Disney by 0.8% in the 2nd quarter. State Street Corp now owns 79,643,043 shares of the entertainment giant’s stock worth $9,915,465,000 after purchasing an additional 625,893 shares in the last quarter. Geode Capital Management LLC increased its position in Walt Disney by 1.2% during the 2nd quarter. Geode Capital Management LLC now owns 39,992,231 shares of the entertainment giant’s stock valued at $4,935,928,000 after buying an additional 458,077 shares in the last quarter. Norges Bank acquired a new stake in Walt Disney in the second quarter worth about $2,618,295,000. Finally, Jennison Associates LLC increased its holdings in shares of Walt Disney by 9.4% during the second quarter. Jennison Associates LLC now owns 20,676,921 shares of the entertainment giant’s stock valued at $2,564,145,000 after acquiring an additional 1,774,772 shares in the last quarter. 65.71% of the stock is owned by hedge funds and other institutional investors.

Walt Disney Stock Performance

NYSE DIS opened at $106.84 on Friday. The stock has a market capitalization of $189.27 billion, a price-to-earnings ratio of 15.73, a PEG ratio of 1.46 and a beta of 1.43. The stock has a 50-day moving average of $110.86 and a 200 day moving average of $112.78. The company has a current ratio of 0.67, a quick ratio of 0.65 and a debt-to-equity ratio of 0.31. The Walt Disney Company has a twelve month low of $80.10 and a twelve month high of $124.69.

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

Walt Disney Dividend Announcement

The business also recently disclosed a dividend, which will be paid on Wednesday, July 22nd. Shareholders of record on Tuesday, June 30th will be issued 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 dividend payout ratio (DPR) is presently 22.06%.

Analysts Set New Price Targets

A number of research analysts have issued reports on the stock. Weiss Ratings cut shares of Walt Disney from a “buy (b-)” rating to a “hold (c+)” rating in a report on Tuesday. The Goldman Sachs Group reissued a “buy” rating and issued a $151.00 price objective on shares of Walt Disney in a report on Monday. Rosenblatt Securities reiterated a “buy” rating and issued a $141.00 target price on shares of Walt Disney in a research report on Friday, October 17th. Guggenheim reissued a “buy” rating and set a $140.00 price target on shares of Walt Disney in a research report on Tuesday. Finally, KeyCorp reiterated a “sector weight” rating on shares of Walt Disney in a research note on Friday, November 14th. Seventeen research analysts have rated the stock with a Buy rating, six have given a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $135.80.

More Walt Disney News

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

• Positive Sentiment: Solid quarterly results: Disney reported revenue growth and streaming/theme‑park momentum that beat expectations, underpinning the company’s near‑term fundamentals. Disney Shares Sink Despite Solid Revenue Growth
• Positive Sentiment: Clarity on succession: the board named parks chief Josh D’Amaro CEO and promoted Dana Walden to president & chief creative officer — a leadership pairing investors view as restoring certainty and operational focus. Disney parks chief Josh D’Amaro will take over for Bob Iger as CEO
• Positive Sentiment: Analyst support: some firms remain constructive (Guggenheim reaffirmed a Buy), signaling there’s still conviction among parts of the sell‑side about Disney’s long‑term value. Guggenheim Reaffirms “Buy” Rating for Walt Disney
• Neutral Sentiment: Valuation/DCF work: independent DCF and coverage initiations provide fresh valuation viewpoints for investors but don’t change near‑term operational drivers. Use these to reassess target prices vs. market levels. Our Calculation Of Intrinsic Value: The Walt Disney Company
• Neutral Sentiment: Park development upside: new projects (e.g., Disneyland Paris expansions and product/operational changes) support long‑term park revenue growth but are multi‑year value drivers. Disneyland Paris in 2026
• Negative Sentiment: Succession risk: investors worry D’Amaro’s deep parks background leaves gaps in streaming/media experience — analysts flag execution risk for content/streaming strategy, which pressured the stock. What Disney’s earnings and CEO change tell us about streaming now
• Negative Sentiment: Operational headwinds: management warned international park visits are slowing — a negative for near‑term park revenue and margins in key markets. The Walt Disney Company warns international visits are slowing
• Negative Sentiment: Mixed analyst moves and market reaction: some banks cut targets or issued cautious notes (Wells Fargo cut its PT; Jefferies flagged weakness), and the stock experienced a notable pullback as traders weighed leadership change against results. Wells Fargo Lowers Walt Disney Price Target Disney Stock Crashes 5%

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.