Diversify Advisory Services LLC Raises Holdings in The Walt Disney Company $DIS

Key Points

• Diversify Advisory Services LLC raised its stake in The Walt Disney Company by 19.1% during Q3 to 31,131 shares valued at $3.49M, and institutional investors now own about 65.71% of DIS.
• Q1 results beat expectations — $1.63 EPS vs. $1.57 expected and $25.98B revenue (up 5.2% YoY) — while DIS trades with a $180.09B market cap and a P/E of 14.95; analysts rate the stock a consensus "Moderate Buy" with a $135.80 target.
• Strategic and operational developments include Josh D’Amaro being named CEO and plans to combine Disney+ and Hulu into a single app, alongside a strong Pixar box‑office opening for "Hoppers"; however, geopolitical travel risks and isolated park disruptions have weighed on near‑term sentiment.

Diversify Advisory Services LLC lifted its position in shares of The Walt Disney Company (NYSE:DIS - Free Report) by 19.1% during the third quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 31,131 shares of the entertainment giant's stock after purchasing an additional 4,984 shares during the period. Diversify Advisory Services LLC's holdings in Walt Disney were worth $3,490,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also made changes to their positions in the company. Copeland Capital Management LLC purchased a new stake in Walt Disney in the third quarter valued at approximately $25,000. Strengthening Families & Communities LLC acquired a new stake in shares of Walt Disney in the third quarter valued at approximately $29,000. Pilgrim Partners Asia Pte Ltd purchased a new position in shares of Walt Disney during the third quarter worth approximately $33,000. Bare Financial Services Inc increased its holdings in shares of Walt Disney by 48.5% in the 3rd quarter. Bare Financial Services Inc now owns 291 shares of the entertainment giant's stock valued at $33,000 after acquiring an additional 95 shares during the period. Finally, Total Investment Management Inc. acquired a new position in shares of Walt Disney in the 2nd quarter valued at $37,000. 65.71% of the stock is owned by hedge funds and other institutional investors.

Walt Disney Stock Performance

Shares of DIS opened at $101.66 on Tuesday. The stock has a market capitalization of $180.09 billion, a P/E ratio of 14.95, a P/E/G ratio of 1.38 and a beta of 1.42. The company has a debt-to-equity ratio of 0.31, a quick ratio of 0.61 and a current ratio of 0.67. The Walt Disney Company has a 1 year low of $80.10 and a 1 year high of $124.69. The company's fifty day moving average is $108.82 and its two-hundred day moving average is $110.79.

Walt Disney (NYSE:DIS - Get Free Report) last released 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 company had revenue of $25.98 billion during the quarter, compared to analysts' expectations of $25.54 billion. Walt Disney had a net margin of 12.80% and a return on equity of 8.90%. During the same quarter last year, the business earned $1.40 EPS. The business's revenue was up 5.2% on a year-over-year basis. On average, sell-side analysts predict that The Walt Disney Company will post 5.47 earnings per share for the current year.

Walt Disney News Roundup

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

• Positive Sentiment: Pixar’s new original film "Hoppers" opened at No.1 with about $46M in the U.S. (≈$88M worldwide), beating Disney’s forecasts — a box-office win that supports studio recurring revenue, merchandising and park demand. Disney's Pixar Film Hoppers Opens No.1 With $46 Million Debut
• Positive Sentiment: Leadership change: Josh D’Amaro named CEO with a broader management reshuffle, plans to combine Disney+ and Hulu into a single app, new credit agreements, and an international parks growth push (including Abu Dhabi). Investors may view this as strategic clarity for streaming profitability and global expansion. Disney Leadership Shift Reshapes Streaming Strategy And Global Parks Growth
• Neutral Sentiment: Investor commentary: analysts and columnists are debating whether DIS has bottomed after recent weakness — useful framing for traders but not new company action. This keeps volatility possible while fundamentals are reassessed. Is It Too Early to Call the Bottom on Disney Stock?
• Neutral Sentiment: Consumer/PR items (promotions, plaques, ride construction milestones, local events) keep brand engagement and park demand visible but are routine and unlikely to move the stock materially on their own. You Could Win A Dream Trip To Walt Disney World® Resort — Seriously
• Negative Sentiment: Macro/geopolitical risk: shares slipped amid a sell-off in travel & leisure names after escalation in the U.S.–Israel–Iran conflict, which threatens near-term attendance and international travel flows to parks and resorts. Disney Stock Slides To Start The Week: What's Behind The Weakness?
• Negative Sentiment: Operational hiccups: isolated park closures/early shutdowns can dent daily attendance and F&B/merchandise sales in the short term; these are localized but add to near-term variability. Disney World Park Closes Early On This Date, Leading to Expected Lower Crowds

Analyst Upgrades and Downgrades

DIS has been the subject of a number of recent research reports. Sanford C. Bernstein reiterated an "outperform" rating on shares of Walt Disney in a research note on Wednesday, November 12th. Wells Fargo & Company dropped their price objective on shares of Walt Disney from $152.00 to $150.00 and set an "overweight" rating on the stock in a research note on Tuesday, February 3rd. Barclays reaffirmed an "overweight" rating on shares of Walt Disney in a report on Monday, February 2nd. The Goldman Sachs Group reissued a "buy" rating and set a $151.00 price target on shares of Walt Disney in a report on Monday, February 2nd. Finally, UBS Group restated a "mixed" rating on shares of Walt Disney in a research report on Monday, February 2nd. Seventeen investment analysts have rated the stock with a Buy rating, six have given a Hold rating and one has issued a Sell rating to the company's stock. According to MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and a consensus target price of $135.80.

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.

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