Whelan Financial Boosts Position in The Walt Disney Company (NYSE:DIS)

Whelan Financial boosted its holdings in The Walt Disney Company (NYSE:DIS - Free Report) by 160.2% during the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 5,753 shares of the entertainment giant's stock after acquiring an additional 3,542 shares during the period. Walt Disney comprises about 0.2% of Whelan Financial's investment portfolio, making the stock its 29th biggest holding. Whelan Financial's holdings in Walt Disney were worth $568,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also recently bought and sold shares of DIS. Waterloo Capital L.P. boosted 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 purchasing an additional 97 shares in the last quarter. Quadrant Capital Group LLC boosted 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 purchasing an additional 98 shares in the last quarter. Acorns Advisers LLC boosted 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 purchasing an additional 98 shares in the last quarter. Allegheny Financial Group boosted 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 purchasing an additional 106 shares in the last quarter. Finally, 1620 Investment Advisors Inc. boosted its stake in shares of Walt Disney by 1.8% in the 4th quarter. 1620 Investment Advisors Inc. now owns 6,236 shares of the entertainment giant's stock valued at $694,000 after purchasing an additional 108 shares in the last quarter. Institutional investors own 65.71% of the company's stock.

Insider Buying and Selling

In other news, EVP Brent Woodford sold 1,000 shares of the stock in a transaction dated Tuesday, May 13th. The shares were sold at an average price of $110.84, for a total value of $110,840.00. Following the completion of the transaction, the executive vice president owned 46,831 shares in the company, valued at $5,190,748.04. This trade represents a 2.09% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Insiders own 0.16% of the company's stock.

Wall Street Analyst Weigh In

A number of equities research analysts recently commented on DIS shares. Wolfe Research upgraded shares of Walt Disney from a "peer perform" rating to an "outperform" rating and set a $112.00 price target for the company in a report on Monday, April 21st. Morgan Stanley upped their price target on shares of Walt Disney from $110.00 to $120.00 and gave the company an "overweight" rating in a report on Thursday, May 8th. Needham & Company LLC reiterated a "buy" rating and set a $125.00 price target on shares of Walt Disney in a report on Thursday, May 8th. Jefferies Financial Group upgraded shares of Walt Disney from a "hold" rating to a "buy" rating and upped their price target for the company from $100.00 to $144.00 in a report on Monday, June 30th. Finally, Guggenheim upped their price target on shares of Walt Disney from $120.00 to $140.00 and gave the company a "buy" rating in a report on Friday, June 27th. Five equities research analysts have rated the stock with a hold rating, seventeen have given a buy rating and two have given a strong buy rating to the stock. According to MarketBeat, the company presently has a consensus rating of "Moderate Buy" and a consensus target price of $125.83.

Walt Disney Trading Down 0.8%

DIS stock traded down $0.96 during trading on Tuesday, reaching $122.20. 2,839,544 shares of the stock were exchanged, compared to its average volume of 10,003,566. The company has a current ratio of 0.67, a quick ratio of 0.61 and a debt-to-equity ratio of 0.34. The business has a 50 day moving average price of $112.53 and a 200-day moving average price of $106.38. The Walt Disney Company has a 1 year low of $80.10 and a 1 year high of $124.69. The firm has a market capitalization of $219.69 billion, a price-to-earnings ratio of 24.99, a P/E/G ratio of 1.81 and a beta of 1.56.

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

Walt Disney Company Profile

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.