Baron Silver Stevens Financial Advisors LLC Has $1.19 Million Holdings in The Walt Disney Company $DIS

Baron Silver Stevens Financial Advisors LLC increased its position in The Walt Disney Company (NYSE:DIS) by 244.6% in the third quarter, HoldingsChannel reports. The firm owned 10,365 shares of the entertainment giant’s stock after acquiring an additional 7,357 shares during the period. Baron Silver Stevens Financial Advisors LLC’s holdings in Walt Disney were worth $1,187,000 at the end of the most recent quarter.

Other large investors also recently added to or reduced their stakes in the company. Brighton Jones LLC lifted its position in shares of Walt Disney by 7.7% in the fourth quarter. Brighton Jones LLC now owns 26,767 shares of the entertainment giant’s stock worth $2,980,000 after purchasing an additional 1,904 shares in the last quarter. Balefire LLC acquired a new position in Walt Disney in the 2nd quarter valued at approximately $343,000. Financiere des Professionnels Fonds d investissement inc. lifted its position in Walt Disney by 40.4% in the 2nd quarter. Financiere des Professionnels Fonds d investissement inc. now owns 94,062 shares of the entertainment giant’s stock worth $11,665,000 after buying an additional 27,058 shares in the last quarter. Sivia Capital Partners LLC boosted its stake in shares of Walt Disney by 31.9% during the 2nd quarter. Sivia Capital Partners LLC now owns 5,470 shares of the entertainment giant’s stock valued at $678,000 after buying an additional 1,322 shares during the period. Finally, Focus Financial Network Inc. grew its holdings in shares of Walt Disney by 1.7% during the 2nd quarter. Focus Financial Network Inc. now owns 10,734 shares of the entertainment giant’s stock valued at $1,331,000 after acquiring an additional 182 shares in the last quarter. 65.71% of the stock is owned by institutional investors and hedge funds.

Key Stories Impacting Walt Disney

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

• Positive Sentiment: Dave Filoni named Disney’s new Star Wars chief — a widely respected creative with success on The Clone Wars and The Mandalorian, which investors view as a catalyst for better-managed Star Wars IP and streaming/merchandising upside. Disney Picks a New Star Wars Chief
• Positive Sentiment: Disney creates a unified marketing unit and named Asad Ayaz as first-ever Chief Marketing & Brand Officer — a move aimed at improving cohesion, ad efficiency and cross‑divisional promotion that could help content monetization and park/studio marketing ROI. Disney streamlines marketing into one unit
• Positive Sentiment: Brokerage consensus still leans constructive — a recent roundup shows a “moderate buy” consensus and some analysts retain buy ratings, providing analyst support beneath the shares. Consensus Recommendation
• Neutral Sentiment: Park and consumer updates (new attractions, pricing and visitor guides) keep engagement positive for experiences but are routine and unlikely to move the stock materially on their own. 8 Big Things Changing at Disney World
• Neutral Sentiment: Kathleen Kennedy steps down from Lucasfilm — an important leadership change that is partially offset by Disney installing a high‑profile successor; watch for how this transition is managed operationally. Kathleen Kennedy steps down
• Negative Sentiment: Citigroup trimmed its price target from $145 to $140 (still a Buy) — the cut narrows analyst upside and likely weighed on sentiment even though the rating was maintained. Citigroup price target cut
• Negative Sentiment: Feature pieces highlight the stock’s sluggish performance and risks to CEO Bob Iger’s legacy — narratives about underperformance, streaming profitability and investor patience can amplify downside pressure. Disney’s sluggish stock threatens Iger’s legacy

Analysts Set New Price Targets

A number of analysts recently issued reports on DIS shares. Raymond James Financial reissued a “market perform” rating on shares of Walt Disney in a research report on Friday, November 14th. Wall Street Zen lowered Walt Disney from a “buy” rating to a “hold” rating in a report on Friday, October 3rd. UBS Group reissued a “buy” rating and issued a $138.00 price target on shares of Walt Disney in a research note on Friday, November 14th. Wells Fargo & Company cut their price objective on shares of Walt Disney from $159.00 to $152.00 and set an “overweight” rating on the stock in a research report on Friday, November 14th. Finally, Arete Research raised shares of Walt Disney to a “strong sell” rating in a research report on Tuesday, October 28th. Nineteen research analysts have rated the stock with a Buy rating, six have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $135.20.

Walt Disney Stock Down 1.8%

DIS stock opened at $111.35 on Friday. The stock has a market capitalization of $198.79 billion, a price-to-earnings ratio of 16.23, a price-to-earnings-growth ratio of 1.58 and a beta of 1.44. The company has a 50-day moving average of $110.00 and a two-hundred day moving average of $113.95. The Walt Disney Company has a 52-week low of $80.10 and a 52-week high of $124.69. The company has a debt-to-equity ratio of 0.31, a current ratio of 0.71 and a quick ratio of 0.65.

Walt Disney (NYSE:DIS) last posted its quarterly earnings data 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 business 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 firm earned $1.14 EPS. As a group, equities research analysts anticipate that The Walt Disney Company will post 5.47 EPS for the current year.

Walt Disney Dividend Announcement

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

Walt Disney Company 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.