RIA Advisory Group LLC Has $1.35 Million Position in The Walt Disney Company $DIS

RIA Advisory Group LLC lowered its stake in shares of The Walt Disney Company (NYSE:DIS) by 51.3% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 11,856 shares of the entertainment giant’s stock after selling 12,506 shares during the period. RIA Advisory Group LLC’s holdings in Walt Disney were worth $1,349,000 as of its most recent SEC filing.

Other institutional investors also recently modified their holdings of the company. Strengthening Families & Communities LLC acquired a new stake in shares of Walt Disney during the 3rd quarter valued at $29,000. JPL Wealth Management LLC acquired a new stake in shares of Walt Disney during the 3rd quarter valued at $30,000. Pilgrim Partners Asia Pte Ltd acquired a new stake in shares of Walt Disney during the 3rd quarter valued at $33,000. Bare Financial Services Inc boosted its stake in shares of Walt Disney by 48.5% during the 3rd quarter. Bare Financial Services Inc now owns 291 shares of the entertainment giant’s stock valued at $33,000 after buying an additional 95 shares during the period. Finally, Eagle Bay Advisors LLC acquired a new stake in shares of Walt Disney during the 4th quarter valued at $37,000. Institutional investors and hedge funds own 65.71% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities research analysts have issued reports on DIS shares. Weiss Ratings raised shares of Walt Disney from a “hold (c)” rating to a “hold (c+)” rating in a research note on Wednesday. Jefferies Financial Group reduced their price objective on shares of Walt Disney from $136.00 to $132.00 and set a “buy” rating for the company in a research note on Tuesday, February 3rd. Morgan Stanley began coverage on shares of Walt Disney in a research note on Tuesday, February 3rd. They issued an “overweight” rating and a $135.00 price objective for the company. Barclays reduced their price objective on shares of Walt Disney from $140.00 to $130.00 and set an “overweight” rating for the company in a research note on Wednesday, April 8th. Finally, UBS Group reaffirmed a “mixed” rating on shares of Walt Disney in a research note on Monday, February 2nd. Seventeen analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, Walt Disney presently has an average rating of “Moderate Buy” and a consensus price target of $133.53.

Walt Disney Stock Performance

Shares of DIS opened at $103.18 on Friday. The company has a market capitalization of $182.79 billion, a PE ratio of 15.17, a price-to-earnings-growth ratio of 1.44 and a beta of 1.42. The Walt Disney Company has a one year low of $89.61 and a one year high of $124.69. The company has a debt-to-equity ratio of 0.31, a current ratio of 0.67 and a quick ratio of 0.61. The company’s fifty day moving average price is $100.85 and its 200 day moving average price is $106.76.

Walt Disney (NYSE:DIS) last announced its earnings results 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 net margin of 12.80% and a return on equity of 8.90%. The business’s quarterly revenue was up 5.2% on a year-over-year basis. During the same quarter last year, the firm posted $1.40 EPS. As a group, analysts expect that The Walt Disney Company will post 6.61 earnings per share for the current year.

Walt Disney News Summary

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

• Positive Sentiment: Morgan Stanley says live entertainment should hold value as AI commoditizes content, highlighting Disney’s advantage with theme parks and live experiences as a durable revenue stream. Live Entertainment Poised to Capture Value in AI-Driven Content Surge, Morgan Stanley Says
• Positive Sentiment: Some sell-side analysts remain upbeat: a recent note sets a $133.53 price target for DIS, and coverage shows continued Wall Street optimism that can support the stock if near‑term results meet expectations. Analysts Set The Walt Disney Company (NYSE:DIS) PT at $133.53
• Neutral Sentiment: Forbes outlines Disney’s pricing strategy to spread crowds and lift per‑capita revenue at parks — this is a revenue‑management move that could boost margins but risks guest pushback if perceived as price gouging. Inside Disney’s Pricing Strategy To Level Out Crowds During Summer And Beyond
• Neutral Sentiment: Zacks previews Q2 metrics and Wall Street projections — investors will be watching subscriber trends, park attendance and ad/syndication revenues for signs the recovery continues into Q2. Seeking Clues to Disney (DIS) Q2 Earnings? A Peek Into Wall Street Projections for Key Metrics
• Neutral Sentiment: Disney is cutting stock‑based compensation for some tech roles (reduces payroll expense but may affect retention), and the company is rolling internal AI adoption programs — both speak to cost control and operational shifts rather than immediate revenue changes. Disney is slashing stock-based compensation for some tech employees
• Negative Sentiment: The FCC has launched an early review of Disney’s broadcast licenses, creating regulatory uncertainty that could affect valuation of Disney’s core broadcast assets and generate headline risk. FCC Review Puts Disney Broadcast Licenses And Valuation In Focus
• Negative Sentiment: Backlash over Marvel layoffs (public criticism from talent) adds to short‑term PR and morale concerns; while cost cuts may help margins, negative headlines can pressure sentiment around content strategy and talent pipelines. Evangeline Lilly Calls Disney’s Marvel Layoffs “Disgusting And Horrible”

Walt Disney Company 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.