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Invictus Private Wealth LLC Has $7.17 Million Stake in The Walt Disney Company (NYSE:DIS)

Walt Disney logo with Consumer Discretionary background

Key Points

  • Invictus Private Wealth LLC significantly increased its stake in The Walt Disney Company by 2,899% in Q1, owning 72,606 shares valued at approximately $7.17 million.
  • The company recently reported Q1 earnings per share (EPS) of $1.45, exceeding analysts' expectations of $1.21, with a quarterly revenue of $23.62 billion.
  • Walt Disney's current market capitalization stands at $209.56 billion, and its stock has shown fluctuations, reaching a high of $124.69 and a low of $80.10 within the past year.
  • Five stocks to consider instead of Walt Disney.

Invictus Private Wealth LLC boosted its stake in shares of The Walt Disney Company (NYSE:DIS - Free Report) by 2,899.0% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 72,606 shares of the entertainment giant's stock after buying an additional 70,185 shares during the quarter. Walt Disney makes up 0.6% of Invictus Private Wealth LLC's portfolio, making the stock its 24th largest position. Invictus Private Wealth LLC's holdings in Walt Disney were worth $7,166,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Waterloo Capital L.P. raised its stake in shares of Walt Disney by 3.2% in the 4th quarter. Waterloo Capital L.P. now owns 3,138 shares of the entertainment giant's stock valued at $349,000 after acquiring an additional 97 shares in the last quarter. Quadrant Capital Group LLC raised its stake in shares of Walt Disney by 0.4% in the 4th quarter. Quadrant Capital Group LLC now owns 22,658 shares of the entertainment giant's stock valued at $2,523,000 after acquiring an additional 98 shares in the last quarter. Acorns Advisers LLC raised its stake in shares of Walt Disney by 2.6% in the 4th quarter. Acorns Advisers LLC now owns 3,826 shares of the entertainment giant's stock valued at $426,000 after acquiring an additional 98 shares in the last quarter. Allegheny Financial Group raised its stake in shares of Walt Disney by 2.3% in the 4th quarter. Allegheny Financial Group now owns 4,624 shares of the entertainment giant's stock valued at $515,000 after acquiring an additional 106 shares in the last quarter. Finally, Resonant Capital Advisors LLC raised its stake in shares of Walt Disney by 0.4% in the 1st quarter. Resonant Capital Advisors LLC now owns 26,119 shares of the entertainment giant's stock valued at $2,578,000 after acquiring an additional 113 shares in the last quarter. Institutional investors own 65.71% of the company's stock.

Walt Disney Stock Performance

Shares of DIS traded down $2.54 on Friday, reaching $116.57. 8,509,376 shares of the stock traded hands, compared to its average volume of 6,590,457. The firm has a market cap of $209.56 billion, a price-to-earnings ratio of 23.84, a P/E/G ratio of 1.74 and a beta of 1.56. The company has a debt-to-equity ratio of 0.34, a current ratio of 0.67 and a quick ratio of 0.61. The Walt Disney Company has a 12 month low of $80.10 and a 12 month high of $124.69. The stock's 50-day moving average price is $118.76 and its 200-day moving average price is $107.72.

Walt Disney (NYSE:DIS - Get Free Report) last released its quarterly earnings data on Wednesday, May 7th. The entertainment giant reported $1.45 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $1.21 by $0.24. The business had revenue of $23.62 billion for the quarter, compared to analysts' expectations of $23.15 billion. Walt Disney had a return on equity of 9.99% and a net margin of 9.47%. Walt Disney's quarterly revenue was up 7.0% on a year-over-year basis. During the same period in the previous year, the business posted $1.21 earnings per share. Equities analysts forecast that The Walt Disney Company will post 5.47 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

A number of research analysts recently weighed in on the company. Wall Street Zen downgraded Walt Disney from a "strong-buy" rating to a "buy" rating in a research note on Sunday, July 20th. Loop Capital raised their price objective on Walt Disney from $125.00 to $130.00 and gave the company a "buy" rating in a research note on Tuesday, June 10th. Rosenblatt Securities raised their price objective on Walt Disney from $135.00 to $140.00 and gave the company a "buy" rating in a research note on Tuesday, June 3rd. Citigroup raised their price objective on Walt Disney from $125.00 to $140.00 and gave the company a "buy" rating in a research note on Wednesday, July 9th. Finally, Wolfe Research raised Walt Disney from a "peer perform" rating to an "outperform" rating and set a $112.00 target price on the stock in a report on Monday, April 21st. Five investment analysts have rated the stock with a hold rating, nineteen have assigned a buy rating and one has issued a strong buy rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of "Moderate Buy" and a consensus price target of $128.70.

Read Our Latest Report on DIS

Insider Activity

In related news, EVP Brent Woodford sold 1,000 shares of the business's stock in a transaction on Tuesday, May 13th. The stock was sold at an average price of $110.84, for a total value of $110,840.00. Following the sale, the executive vice president owned 46,831 shares of the company's stock, valued at $5,190,748.04. The trade was a 2.09% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Corporate insiders own 0.16% of the company's stock.

About Walt Disney

(Free Report)

The Walt Disney Company operates as an entertainment company worldwide. It operates through three segments: Entertainment, Sports, and Experiences. The company produces and distributes film and television video streaming content under the ABC Television Network, Disney, Freeform, FX, Fox, National Geographic, and Star brand television channels, as well as ABC television stations and A+E television networks; and produces original content under the ABC Signature, Disney Branded Television, FX Productions, Lucasfilm, Marvel, National Geographic Studios, Pixar, Searchlight Pictures, Twentieth Century Studios, 20th Television, and Walt Disney Pictures banners.

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Institutional Ownership by Quarter for Walt Disney (NYSE:DIS)

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