Simplicity Wealth LLC Has $3.26 Million Position in The Walt Disney Company $DIS

Simplicity Wealth LLC grew its stake in The Walt Disney Company (NYSE:DIS) by 28.3% during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 33,778 shares of the entertainment giant’s stock after purchasing an additional 7,451 shares during the period. Simplicity Wealth LLC’s holdings in Walt Disney were worth $3,256,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors also recently made changes to their positions in DIS. Pinnacle Bancorp Inc. increased its holdings in shares of Walt Disney by 1.5% during the fourth quarter. Pinnacle Bancorp Inc. now owns 5,876 shares of the entertainment giant’s stock worth $669,000 after buying an additional 89 shares in the last quarter. Thoma Capital Management LLC grew its holdings in Walt Disney by 1.0% during the 4th quarter. Thoma Capital Management LLC now owns 9,367 shares of the entertainment giant’s stock worth $1,066,000 after acquiring an additional 95 shares during the last quarter. Alesco Advisors LLC raised its stake in shares of Walt Disney by 2.7% in the fourth quarter. Alesco Advisors LLC now owns 3,782 shares of the entertainment giant’s stock worth $430,000 after acquiring an additional 99 shares during the last quarter. China Universal Asset Management Co. Ltd. lifted its position in shares of Walt Disney by 2.2% during the fourth quarter. China Universal Asset Management Co. Ltd. now owns 4,688 shares of the entertainment giant’s stock worth $537,000 after purchasing an additional 102 shares in the last quarter. Finally, Convergence Financial LLC grew its stake in shares of Walt Disney by 3.3% during the fourth quarter. Convergence Financial LLC now owns 3,211 shares of the entertainment giant’s stock valued at $365,000 after purchasing an additional 102 shares during the last quarter. 65.71% of the stock is owned by institutional investors.

Walt Disney News Roundup

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

• Positive Sentiment: Zacks upgraded Disney to a Buy, citing improving earnings expectations and a more favorable near-term outlook for the stock. Disney (DIS) Upgraded to Buy: Here’s What You Should Know
• Positive Sentiment: Investors are reacting positively to reports that Disney+ may add a free, ad-supported tier, which could expand audience reach and improve Disney’s streaming monetization strategy over time. Disney is exploring adding a free tier for Disney+ as YouTube draws TV viewers
• Positive Sentiment: Bullish commentary highlighted strong free cash flow, improving direct-to-consumer profitability, and solid performance in sports and theme parks, while also pointing to possible upside from AI-driven efficiencies and rumored acquisition interest in Lionsgate. Disney: Lionsgate Rumors Add To An Already Compelling Bull Case
• Positive Sentiment: Another bullish valuation note argued Disney stock looks inexpensive on earnings and cash flow, with buybacks and earnings growth seen as supporting longer-term upside. Disney (DIS) Stock Looks Cheap On Earnings And Cash Flow
• Neutral Sentiment: Disney’s former Disney+ president Alisa Bowen is moving to CEO of Disney-controlled Fubo, a leadership change that may matter strategically but is not directly tied to Disney’s core operations. Alisa Bowen Exits as Disney+ President to Become CEO of Disney-Controlled Fubo TV Streamer
• Negative Sentiment: Several stories criticized Disney’s live-action remake strategy, especially around Moana, adding to concerns that the company’s film pipeline may be losing creative momentum. Moana’s Record Rotten Tomatoes Score Should Give Disney Pause

Walt Disney Stock Performance

Shares of Walt Disney stock traded down $0.53 during trading on Friday, reaching $95.64. The company’s stock had a trading volume of 10,669,358 shares, compared to its average volume of 10,984,889. The Walt Disney Company has a 52 week low of $92.18 and a 52 week high of $123.40. The firm has a market cap of $166.09 billion, a PE ratio of 15.28, a P/E/G ratio of 1.21 and a beta of 1.39. The business’s 50-day moving average price is $101.51 and its 200-day moving average price is $104.12. The company has a quick ratio of 0.62, a current ratio of 0.68 and a debt-to-equity ratio of 0.33.

Walt Disney (NYSE:DIS) last posted its quarterly earnings results on Wednesday, May 6th. The entertainment giant reported $1.57 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.49 by $0.08. Walt Disney had a net margin of 11.54% and a return on equity of 8.92%. The business had revenue of $25.17 billion for the quarter, compared to analyst estimates of $24.87 billion. During the same quarter last year, the business posted $1.45 EPS. The firm’s revenue for the quarter was up 6.5% on a year-over-year basis. Walt Disney has set its FY 2026 guidance at 6.640-6.640 EPS. Equities analysts forecast that The Walt Disney Company will post 6.86 earnings per share for the current year.

Analysts Set New Price Targets

Several research firms have weighed in on DIS. Rosenblatt Securities reissued a “buy” rating and issued a $126.00 target price on shares of Walt Disney in a research note on Tuesday. Wolfe Research set a $131.00 price target on Walt Disney in a research note on Tuesday, June 30th. Citigroup raised their target price on shares of Walt Disney from $135.00 to $145.00 and gave the company a “buy” rating in a research report on Friday, May 8th. Needham & Company LLC reaffirmed a “buy” rating and issued a $125.00 target price on shares of Walt Disney in a research report on Friday, June 12th. Finally, Wells Fargo & Company lowered their price objective on shares of Walt Disney from $148.00 to $146.00 and set an “overweight” rating on the stock in a research note on Thursday, May 7th. One analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat, Walt Disney currently has a consensus rating of “Moderate Buy” and an average price target of $133.33.

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.