The Walt Disney Company $DIS Shares Purchased by Avior Wealth Management LLC

Avior Wealth Management LLC raised its stake in The Walt Disney Company (NYSE:DIS) by 13.8% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 55,652 shares of the entertainment giant’s stock after acquiring an additional 6,734 shares during the quarter. Avior Wealth Management LLC’s holdings in Walt Disney were worth $6,320,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Varma Mutual Pension Insurance Co raised its position in shares of Walt Disney by 8.8% in the 3rd quarter. Varma Mutual Pension Insurance Co now owns 284,894 shares of the entertainment giant’s stock worth $32,620,000 after buying an additional 23,100 shares during the period. Sterling Investment Counsel LLC raised its holdings in shares of Walt Disney by 130.5% in the 3rd quarter. Sterling Investment Counsel LLC now owns 13,590 shares of the entertainment giant’s stock worth $1,556,000 after purchasing an additional 7,695 shares during the period. SVB Wealth LLC acquired a new position in shares of Walt Disney in the 2nd quarter valued at about $1,352,000. Baron Silver Stevens Financial Advisors LLC grew its holdings in shares of Walt Disney by 244.6% during the 3rd quarter. Baron Silver Stevens Financial Advisors LLC now owns 10,365 shares of the entertainment giant’s stock worth $1,187,000 after purchasing an additional 7,357 shares during the period. Finally, Rakuten Investment Management Inc. acquired a new stake in Walt Disney during the 3rd quarter worth approximately $21,177,000. Hedge funds and other institutional investors own 65.71% of the company’s stock.

Walt Disney Trading Down 0.1%

Shares of DIS opened at $99.34 on Friday. The company has a debt-to-equity ratio of 0.31, a quick ratio of 0.61 and a current ratio of 0.67. The Walt Disney Company has a one year low of $80.10 and a one year high of $124.69. The stock has a 50-day moving average price of $106.59 and a 200 day moving average price of $109.88. The company has a market capitalization of $175.98 billion, a P/E ratio of 14.61, a P/E/G ratio of 1.35 and a beta of 1.42.

Walt Disney (NYSE:DIS) last announced its earnings results on Monday, February 2nd. The entertainment giant reported $1.63 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.57 by $0.06. Walt Disney had a return on equity of 8.90% and a net margin of 12.80%.The company had revenue of $25.98 billion for the quarter, compared to analyst estimates of $25.54 billion. During the same period in the prior year, the company posted $1.40 EPS. Walt Disney’s quarterly revenue was up 5.2% on a year-over-year basis. Sell-side analysts forecast that The Walt Disney Company will post 5.47 EPS for the current fiscal year.

Wall Street Analyst Weigh In

Several research firms have issued reports on DIS. Jefferies Financial Group decreased their price objective on shares of Walt Disney from $136.00 to $132.00 and set a “buy” rating for the company in a research note on Tuesday, February 3rd. UBS Group restated a “mixed” rating on shares of Walt Disney in a research note on Monday, February 2nd. Morgan Stanley assumed coverage on Walt Disney in a research report on Tuesday, February 3rd. They issued an “overweight” rating and a $135.00 target price for the company. Weiss Ratings lowered Walt Disney from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Tuesday, February 3rd. Finally, Citigroup decreased their price target on Walt Disney from $145.00 to $140.00 and set a “buy” rating for the company in a report on Friday, January 16th. Seventeen analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, Walt Disney presently has a consensus rating of “Moderate Buy” and an average target price of $134.13.

Walt Disney News Roundup

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

• Positive Sentiment: Josh D’Amaro officially became CEO, bringing parks-focused operational experience and a promise to accelerate storytelling and technology — investors view this as a potential catalyst if he can revive growth across parks and streaming. Disney embarks on new chapter as Josh D’Amaro takes over as CEO
• Positive Sentiment: Management is pushing Disney+ as the company’s digital centerpiece and plans tighter integration of streaming, parks, games and films — a clearer “one‑Disney” commercial model that could improve content monetization and cross‑sell. Disney Unveils Plan to Make Disney+ Its Digital Centerpiece
• Positive Sentiment: Leadership continuity was partly preserved — reports indicate finance leadership will remain in place, which reduces some transition risk for investors. Before Disney named a new CEO, it made sure the CFO was staying
• Neutral Sentiment: Disney is experimenting with on‑property digital pricing signs at Disney Springs — a small operational change that signals testing of dynamic pricing but with limited near‑term revenue impact. BREAKING: Digital Pricing Signs Introduced at Disney Springs at Walt Disney World
• Neutral Sentiment: Disney reorganized entertainment under Dana Walden to unify content creation and distribution — strategically sensible, but execution risk remains. How Disney’s Leadership Shakeup and Unified Entertainment Empire Will Impact Walt Disney (DIS) Investors
• Neutral Sentiment: Analysts’ price targets have mostly clustered around ~$130 but with small trims — a sign of cautious optimism that still leaves room for upside if execution improves. How The Walt Disney (DIS) Investment Story Is Shifting With New Targets And CEO Transition
• Negative Sentiment: Disney agreed to settle a livestream subscriber class action for $50 million over alleged subscription price issues — a direct, near‑term cash cost and a reminder of regulatory/legal risks around streaming pricing. Disney settles livestream subscriber class action for $50 million
• Negative Sentiment: Guggenheim lowered its price target from $140 to $115 (still a buy) and some analysts are publicly urging bolder moves — these cuts and demands add pressure on the new CEO to deliver visible results quickly. Guggenheim price target cut report
• Negative Sentiment: Several analysts and commentators say Disney must rebuild investor confidence after a period of sluggish stock performance, highlighting the risk that strategy announcements may take time to translate into share‑price recovery. Disney Needs to ‘Rebuild Investor Confidence’ According to Wall Street Analyst Michael Morris

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.