Personal CFO Solutions LLC Has $530,000 Holdings in The Walt Disney Company (NYSE:DIS)

Personal CFO Solutions LLC lifted its position in shares of The Walt Disney Company (NYSE:DIS) by 27.4% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 5,935 shares of the entertainment giant’s stock after purchasing an additional 1,275 shares during the period. Personal CFO Solutions LLC’s holdings in Walt Disney were worth $530,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors also recently made changes to their positions in the company. Dark Forest Capital Management LP bought a new position in Walt Disney during the first quarter worth about $28,000. Worth Asset Management LLC acquired a new stake in shares of Walt Disney in the first quarter valued at approximately $29,000. MBM Wealth Consultants LLC boosted its stake in shares of Walt Disney by 197.6% in the fourth quarter. MBM Wealth Consultants LLC now owns 366 shares of the entertainment giant’s stock valued at $33,000 after buying an additional 243 shares during the period. Fortis Capital Advisors LLC acquired a new stake in Walt Disney during the fourth quarter worth approximately $39,000. Finally, Steward Financial Group LLC bought a new position in Walt Disney during the 2nd quarter worth $42,000. Institutional investors own 61.17% of the company’s stock.

Walt Disney Stock Performance

NYSE DIS opened at $94.15 on Friday. The company has a market capitalization of $172.27 billion, a price-to-earnings ratio of 73.55, a PEG ratio of 1.65 and a beta of 1.30. The company has a quick ratio of 0.99, a current ratio of 1.05 and a debt-to-equity ratio of 0.40. The Walt Disney Company has a twelve month low of $78.73 and a twelve month high of $118.18. The stock has a fifty day simple moving average of $83.95 and a 200 day simple moving average of $87.21.

Walt Disney (NYSE:DIS) last issued its quarterly earnings results on Wednesday, November 8th. The entertainment giant reported $0.82 earnings per share for the quarter, beating the consensus estimate of $0.67 by $0.15. Walt Disney had a return on equity of 7.31% and a net margin of 2.65%. The company had revenue of $21.24 billion during the quarter, compared to analysts’ expectations of $21.37 billion. During the same quarter in the prior year, the firm posted $0.30 earnings per share. The business’s quarterly revenue was up 5.4% on a year-over-year basis. Sell-side analysts expect that The Walt Disney Company will post 4.53 EPS for the current year.

Analyst Upgrades and Downgrades

A number of research firms have recently weighed in on DIS. Wells Fargo & Company upped their target price on Walt Disney from $110.00 to $115.00 and gave the company an “overweight” rating in a research report on Thursday, November 9th. Truist Financial reissued a “buy” rating and issued a $105.00 target price on shares of Walt Disney in a report on Tuesday, September 19th. Bank of America dropped their target price on shares of Walt Disney from $135.00 to $110.00 and set a “buy” rating for the company in a research report on Wednesday, September 20th. Credit Suisse Group reduced their price target on shares of Walt Disney from $126.00 to $122.00 and set an “outperform” rating on the stock in a research report on Monday, August 21st. Finally, Evercore ISI lowered their price objective on shares of Walt Disney from $130.00 to $110.00 and set an “outperform” rating for the company in a research report on Monday, July 24th. One analyst has rated the stock with a sell rating, five have given a hold rating and twenty have given a buy rating to the company. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $113.30.

Walt Disney Company Profile

The Walt Disney Company, together with its subsidiaries, operates as an entertainment company worldwide. It operates through two segments, Disney Media and Entertainment Distribution; and Disney Parks, Experiences and Products. The company engages in the film and episodic television content production and distribution activities, as well as operates television networks under the ABC, Disney, ESPN, Freeform, FX, Fox, National Geographic, and Star brands; and studios that produces films under the Walt Disney Pictures, Twentieth Century Studios, Marvel, Lucasfilm, Pixar, and Searchlight Pictures banners.