Kovitz Investment Group Partners LLC Raises Position in The Walt Disney Company $DIS

Kovitz Investment Group Partners LLC raised its holdings in shares of The Walt Disney Company (NYSE:DIS) by 3.9% in the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 347,334 shares of the entertainment giant’s stock after acquiring an additional 13,109 shares during the period. Kovitz Investment Group Partners LLC’s holdings in Walt Disney were worth $39,770,000 at the end of the most recent reporting period.

Other institutional investors have also added to or reduced their stakes in the company. Alteri Wealth LLC raised its holdings in shares of Walt Disney by 6.9% in the 3rd quarter. Alteri Wealth LLC now owns 17,006 shares of the entertainment giant’s stock valued at $1,947,000 after acquiring an additional 1,095 shares in the last quarter. Koshinski Asset Management Inc. grew its holdings in shares of Walt Disney by 2.2% during the third quarter. Koshinski Asset Management Inc. now owns 39,998 shares of the entertainment giant’s stock worth $4,580,000 after purchasing an additional 853 shares in the last quarter. Bleakley Financial Group LLC increased its position in shares of Walt Disney by 7.2% in the third quarter. Bleakley Financial Group LLC now owns 75,615 shares of the entertainment giant’s stock worth $8,658,000 after purchasing an additional 5,087 shares during the last quarter. Sigma Planning Corp raised its stake in Walt Disney by 1.4% in the third quarter. Sigma Planning Corp now owns 37,079 shares of the entertainment giant’s stock valued at $4,246,000 after purchasing an additional 504 shares in the last quarter. Finally, OneDigital Investment Advisors LLC lifted its position in Walt Disney by 1.4% during the third quarter. OneDigital Investment Advisors LLC now owns 36,164 shares of the entertainment giant’s stock valued at $4,141,000 after purchasing an additional 498 shares during the last quarter. 65.71% of the stock is currently owned by institutional investors.

Walt Disney Stock Performance

Walt Disney stock opened at $105.51 on Monday. The firm has a fifty day simple moving average of $110.72 and a two-hundred day simple moving average of $111.65. 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 Walt Disney Company has a twelve month low of $80.10 and a twelve month high of $124.69. The company has a market capitalization of $186.92 billion, a PE ratio of 15.52, a P/E/G ratio of 1.44 and a beta of 1.43.

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 the consensus estimate of $1.57 by $0.06. The firm had revenue of $25.98 billion for the quarter, compared to the consensus estimate of $25.54 billion. Walt Disney had a return on equity of 8.90% and a net margin of 12.80%.The company’s quarterly revenue was up 5.2% on a year-over-year basis. During the same quarter in the previous year, the business earned $1.40 earnings per share. Research analysts expect that The Walt Disney Company will post 5.47 EPS for the current year.

Key Stories Impacting Walt Disney

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

• Positive Sentiment: Rep. Gilbert Ray Cisneros Jr. reported acquiring Walt Disney shares — an insider purchase that investors often view as a bullish signal on management/insider confidence. Walt Disney (NYSE:DIS) Shares Acquired Rep. Gilbert Ray Cisneros, Jr.
• Positive Sentiment: Proposed federal legislation (H.R.7620, the CHEERS Act) would shorten depreciation for certain hospitality equipment; Disney’s parks and on-site F&B operations could see modest tax/timing benefits if enacted. This is a potential tailwind for operating cash flow at resorts and parks. New Bill: Representative Darin LaHood introduces H.R. 7620
• Positive Sentiment: Disney outlined programming and festivities tied to America’s 250th anniversary — new seasonal content and park events can help drive attendance, F&B and merchandise sales across parks and boost subscriber engagement for themed content. Disney Announces Festivities for America’s 250th Anniversary
• Neutral Sentiment: A feature arguing the streaming landscape is about to change suggests Disney could be a major actor in a shifting M&A/competitive dynamic — the piece is strategic and speculative, so implications for near-term earnings are uncertain. Disney is about to fundamentally change
• Neutral Sentiment: Travel pieces (e.g., “A Snob’s Guide to Walt Disney World”) and consumer guides keep brand visibility high; helpful for long-term demand but unlikely to move the stock materially in the short term. A Snob’s Guide to Walt Disney World
• Neutral Sentiment: Roundups of recent insider trades list Disney among notable names; aggregate insider activity can be mixed and requires detail on buys vs. sells to be actionable. Insider trades: Microsoft, Walt Disney among notable names this week
• Negative Sentiment: Coverage that Disney paused “Gay Days” events highlights ongoing political and cultural headwinds that can produce negative PR, local pushback, or regulatory scrutiny — a risk for parks attendance and brand perception in certain markets. Disney ‘Gay Days’ paused: The mouse blinks — and the Church must take notice
• Negative Sentiment: Stories about former CEO Michael Eisner refusing to enter a Disney building bearing his name are minor reputation-focused items; they add noise but are unlikely to affect fundamentals materially. Former CEO Michael Eisner refuses to set foot in the Disney building that bears his name

Analysts Set New Price Targets

DIS has been the topic of a number of research analyst reports. Citigroup decreased their price target on shares of Walt Disney from $145.00 to $140.00 and set a “buy” rating on the stock in a report on Friday, January 16th. Wells Fargo & Company cut their target price on shares of Walt Disney from $152.00 to $150.00 and set an “overweight” rating for the company in a research report on Tuesday, February 3rd. Guggenheim reissued a “buy” rating and issued a $140.00 target price on shares of Walt Disney in a research note on Tuesday, February 3rd. KeyCorp reaffirmed a “sector weight” rating on shares of Walt Disney in a research note on Friday, November 14th. Finally, UBS Group reiterated a “mixed” rating on shares of Walt Disney in a report on Monday, February 2nd. Seventeen research analysts have rated the stock with a Buy rating, six have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $135.80.

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.