Curated Wealth Partners LLC Makes New Investment in The Walt Disney Company $DIS

Curated Wealth Partners LLC acquired a new stake in The Walt Disney Company (NYSE:DIS) in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 8,081 shares of the entertainment giant’s stock, valued at approximately $925,000.

A number of other institutional investors also recently bought and sold shares of the company. Brighton Jones LLC grew its position in Walt Disney by 7.7% in the 4th quarter. Brighton Jones LLC now owns 26,767 shares of the entertainment giant’s stock valued at $2,980,000 after acquiring an additional 1,904 shares in the last quarter. Tradition Wealth Management LLC purchased a new position in shares of Walt Disney in the first quarter valued at approximately $251,000. T. Rowe Price Investment Management Inc. grew its holdings in shares of Walt Disney by 35.3% in the first quarter. T. Rowe Price Investment Management Inc. now owns 71,025 shares of the entertainment giant’s stock valued at $7,011,000 after purchasing an additional 18,525 shares in the last quarter. Martingale Asset Management L P purchased a new stake in Walt Disney during the 1st quarter worth approximately $6,989,000. Finally, Summit Financial LLC increased its stake in Walt Disney by 5.1% during the 1st quarter. Summit Financial LLC now owns 35,835 shares of the entertainment giant’s stock worth $3,537,000 after buying an additional 1,736 shares during the period. 65.71% of the stock is owned by hedge funds and other institutional investors.

Key Stores Impacting Walt Disney

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

• Positive Sentiment: Early box-office reception: “Avatar: Fire and Ash” pulled in ~$12M from Thursday previews — a solid start that supports near-term theatrical revenue and franchise monetization potential for Disney. Read More.
• Positive Sentiment: Streaming momentum: CEO commentary and analysis note ESPN’s new flagship streaming service is seeing early success and Disney+ / Hulu are producing robust profits — this supports margin recovery and valuation multiple expansion if subscription economics continue improving. Read More.
• Positive Sentiment: Analyst endorsement: Wells Fargo highlights Disney as a top media pick, signaling institutional buy-side support that can help buoy the shares. Read More.
• Positive Sentiment: Recent market performance note: Coverage reporting a recent uptick/market-beating close may reflect short-term momentum and investor interest. Read More.
• Neutral Sentiment: R&D / attraction innovation: Disney is piloting 3D-printed props (Jungle Cruise polymer canoe) and advancing animatronic tech (self-walking Olaf) — these reduce production costs and enable new park experiences but are gradual, not immediate earnings drivers. Read More. Read More.
• Neutral Sentiment: Valuation debate: Several write-ups argue Disney may be undervalued after recent gains — useful context for investors weighing longer-term upside vs near-term risks. Read More.
• Neutral Sentiment: Misinformation/fan coverage: Social posts and fact checks (e.g., fake Taylor Swift “Eras” ride video) and consumer pieces about parks/exhibits drive PR and foot traffic interest but have limited direct impact on fundamentals. Read More.
• Negative Sentiment: Distribution/ad risk: The Oscars moving from ABC to YouTube after decades could signal shifting rights deals and ad-revenue pressures for Disney’s linear-TV business (ABC), representing a potential long-term headwind for segment advertising and carriage economics. Read More.
• Negative Sentiment: Loss in creative leadership: The death of former Imagineering SVP Eddie Sotto is a reputational/human-capital loss; important culturally but with limited direct financial impact. Read More.

Analysts Set New Price Targets

DIS has been the subject of several research reports. Citigroup restated a “positive” rating on shares of Walt Disney in a research note on Friday, November 14th. Arete Research upgraded Walt Disney to a “strong sell” rating in a report on Tuesday, October 28th. Weiss Ratings upgraded Walt Disney from a “hold (c+)” rating to a “buy (b-)” rating in a report on Monday. Raymond James Financial reaffirmed a “market perform” rating on shares of Walt Disney in a research report on Friday, November 14th. Finally, KeyCorp reissued a “sector weight” rating on shares of Walt Disney in a research report on Friday, November 14th. Nineteen research analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, Walt Disney presently has a consensus rating of “Moderate Buy” and a consensus price target of $134.41.

Walt Disney Stock Down 0.6%

Shares of NYSE DIS opened at $111.21 on Friday. The Walt Disney Company has a 1 year low of $80.10 and a 1 year high of $124.69. The company has a market capitalization of $198.54 billion, a price-to-earnings ratio of 16.21, a price-to-earnings-growth ratio of 1.55 and a beta of 1.49. The company has a debt-to-equity ratio of 0.31, a current ratio of 0.71 and a quick ratio of 0.65. The business has a 50-day moving average of $109.21 and a two-hundred day moving average of $114.55.

Walt Disney (NYSE:DIS) last posted its earnings results on Thursday, November 13th. The entertainment giant reported $1.11 earnings per share for the quarter, topping the consensus estimate of $1.03 by $0.08. The firm had revenue of $22.46 billion during the quarter, compared to analysts’ expectations of $22.78 billion. Walt Disney had a return on equity of 9.37% and a net margin of 13.14%.The firm’s revenue was down .5% compared to the same quarter last year. During the same quarter in the previous year, the business earned $1.14 earnings per share. On average, analysts forecast that The Walt Disney Company will post 5.47 earnings per share for the current fiscal year.

Walt Disney Announces Dividend

The business also recently announced a dividend, which will be paid on Wednesday, July 22nd. Stockholders of record on Tuesday, June 30th will be issued a $0.75 dividend. The ex-dividend date is Tuesday, June 30th. This represents a dividend yield of 139.0%. Walt Disney’s dividend payout ratio is presently 21.87%.

About Walt Disney

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.