Tred Avon Family Wealth LLC Acquires New Shares in The Walt Disney Company $DIS

Tred Avon Family Wealth LLC bought a new position in The Walt Disney Company (NYSE:DIS) in the third quarter, HoldingsChannel reports. The fund bought 8,489 shares of the entertainment giant’s stock, valued at approximately $972,000.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Copeland Capital Management LLC purchased a new stake in Walt Disney during the 3rd quarter valued at $25,000. DiNuzzo Private Wealth Inc. grew its holdings in shares of Walt Disney by 82.5% in the second quarter. DiNuzzo Private Wealth Inc. now owns 208 shares of the entertainment giant’s stock worth $26,000 after acquiring an additional 94 shares during the period. Harbor Asset Planning Inc. purchased a new stake in Walt Disney during the second quarter valued at $37,000. Total Investment Management Inc. bought a new position in Walt Disney in the second quarter valued at about $37,000. Finally, Navigoe LLC lifted its holdings in Walt Disney by 89.2% in the third quarter. Navigoe LLC now owns 403 shares of the entertainment giant’s stock valued at $46,000 after acquiring an additional 190 shares during the period. Hedge funds and other institutional investors own 65.71% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research firms have recently commented on DIS. UBS Group reaffirmed a “buy” rating and set a $138.00 price target on shares of Walt Disney in a research report on Friday, November 14th. Raymond James Financial reiterated a “market perform” rating on shares of Walt Disney in a research note on Friday, November 14th. Wall Street Zen downgraded shares of Walt Disney from a “buy” rating to a “hold” rating in a research report on Friday, October 3rd. Needham & Company LLC reaffirmed a “buy” rating and issued a $125.00 target price on shares of Walt Disney in a report on Thursday, November 13th. Finally, Rosenblatt Securities reissued a “buy” rating and set a $141.00 price target on shares of Walt Disney in a report on Friday, October 17th. Nineteen investment 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, the company presently has a consensus rating of “Moderate Buy” and an average target price of $135.20.

Walt Disney News Summary

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

Walt Disney Price Performance

Shares of Walt Disney stock opened at $111.35 on Friday. The company has a market capitalization of $198.79 billion, a price-to-earnings ratio of 16.23, a PEG ratio of 1.55 and a beta of 1.44. The company has a quick ratio of 0.65, a current ratio of 0.71 and a debt-to-equity ratio of 0.31. The stock’s 50-day simple moving average is $110.00 and its 200-day simple moving average is $113.88. The Walt Disney Company has a 52 week low of $80.10 and a 52 week high of $124.69.

Walt Disney (NYSE:DIS) last issued its earnings results on Thursday, November 13th. The entertainment giant reported $1.11 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.03 by $0.08. Walt Disney had a return on equity of 9.37% and a net margin of 13.14%.The company had revenue of $22.46 billion for the quarter, compared to the consensus estimate of $22.78 billion. During the same quarter last year, the company earned $1.14 EPS. The firm’s quarterly revenue was down .5% on a year-over-year basis. As a group, analysts expect 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. Investors of record on Tuesday, June 30th will be paid a dividend of $0.75 per share. This represents a yield of 139.0%. The ex-dividend date of this dividend is Tuesday, June 30th. Walt Disney’s dividend payout ratio (DPR) 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.