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

Avior Wealth Management LLC grew its stake in The Walt Disney Company (NYSE:DIS) by 13.8% during the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 55,652 shares of the entertainment giant’s stock after acquiring an additional 6,734 shares during the period. Avior Wealth Management LLC’s holdings in Walt Disney were worth $6,320,000 as of its most recent filing with the SEC.

Several other large investors have also recently made changes to their positions in DIS. Norges Bank acquired a new stake in Walt Disney in the 2nd quarter valued at about $2,618,295,000. Viking Global Investors LP purchased a new stake in shares of Walt Disney during the second quarter worth approximately $725,219,000. Assenagon Asset Management S.A. raised its holdings in Walt Disney by 231.4% in the third quarter. Assenagon Asset Management S.A. now owns 4,711,353 shares of the entertainment giant’s stock valued at $539,450,000 after acquiring an additional 3,289,707 shares in the last quarter. Boston Partners lifted its stake in Walt Disney by 84.2% in the second quarter. Boston Partners now owns 6,921,229 shares of the entertainment giant’s stock worth $856,582,000 after acquiring an additional 3,162,938 shares during the last quarter. Finally, Laurel Wealth Advisors LLC grew its holdings in Walt Disney by 11,943.6% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 2,827,112 shares of the entertainment giant’s stock worth $350,590,000 after acquiring an additional 2,803,638 shares in the last quarter. 65.71% of the stock is currently owned by institutional investors and hedge funds.

Walt Disney Trading Down 0.1%

NYSE:DIS opened at $99.34 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 debt-to-equity ratio of 0.31, a quick ratio of 0.61 and a current ratio of 0.67. The stock has a fifty day moving average price of $106.59 and a two-hundred day moving average price of $109.88. The stock has a market capitalization of $175.98 billion, a price-to-earnings ratio of 14.61, a PEG ratio of 1.35 and a beta of 1.42.

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

Walt Disney News Summary

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

Wall Street Analyst Weigh In

A number of equities analysts have recently issued reports on DIS shares. TD Cowen restated a “hold” rating and set a $123.00 target price on shares of Walt Disney in a research report on Tuesday, February 3rd. Morgan Stanley began coverage on shares of Walt Disney in a research note on Tuesday, February 3rd. They issued an “overweight” rating and a $135.00 price objective on the stock. Needham & Company LLC reiterated a “buy” rating and set a $125.00 target price on shares of Walt Disney in a research note on Monday, February 2nd. UBS Group reissued a “mixed” rating on shares of Walt Disney in a report on Monday, February 2nd. Finally, Weiss Ratings cut Walt Disney from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Tuesday, February 3rd. Seventeen investment analysts have rated the stock with a Buy rating, six have given a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $134.13.

Walt Disney 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.