Osprey Private Wealth LLC Boosts Stock Position in The Walt Disney Company $DIS

Osprey Private Wealth LLC lifted its position in shares of The Walt Disney Company (NYSE:DIS) by 10.9% during the 1st quarter, according to its most recent disclosure with the SEC. The firm owned 61,855 shares of the entertainment giant’s stock after buying an additional 6,065 shares during the period. Walt Disney accounts for approximately 1.7% of Osprey Private Wealth LLC’s portfolio, making the stock its 25th largest holding. Osprey Private Wealth LLC’s holdings in Walt Disney were worth $5,962,000 at the end of the most recent quarter.

Other hedge funds have also made changes to their positions in the company. Swiss RE Ltd. acquired a new position in shares of Walt Disney in the 4th quarter valued at $25,000. Curio Wealth LLC raised its holdings in shares of Walt Disney by 110.4% in the 4th quarter. Curio Wealth LLC now owns 223 shares of the entertainment giant’s stock worth $26,000 after purchasing an additional 117 shares during the period. Osbon Capital Management LLC acquired a new position in shares of Walt Disney in the 4th quarter valued at about $26,000. Sfam LLC purchased a new position in Walt Disney in the fourth quarter valued at about $26,000. Finally, Greenline Wealth Management LLC acquired a new stake in shares of Walt Disney in the fourth quarter valued at about $26,000. Institutional investors and hedge funds own 65.71% of the company’s stock.

Walt Disney Stock Performance

Shares of Walt Disney stock traded down $0.53 during trading hours on Friday, reaching $95.64. The company’s stock had a trading volume of 10,669,358 shares, compared to its average volume of 10,984,889. The Walt Disney Company has a one year low of $92.18 and a one year high of $123.40. The company’s 50 day simple moving average is $101.51 and its 200 day simple moving average is $104.12. The company has a debt-to-equity ratio of 0.33, a quick ratio of 0.62 and a current ratio of 0.68. The stock has a market cap of $166.09 billion, a P/E ratio of 15.28, a price-to-earnings-growth ratio of 1.21 and a beta of 1.39.

Walt Disney (NYSE:DIS) last issued its earnings results on Wednesday, May 6th. The entertainment giant reported $1.57 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.49 by $0.08. The firm had revenue of $25.17 billion for the quarter, compared to analysts’ expectations of $24.87 billion. Walt Disney had a net margin of 11.54% and a return on equity of 8.92%. Walt Disney’s revenue was up 6.5% on a year-over-year basis. During the same quarter last year, the company posted $1.45 earnings per share. Walt Disney has set its FY 2026 guidance at 6.640-6.640 EPS. As a group, analysts expect that The Walt Disney Company will post 6.86 EPS for the current fiscal year.

Walt Disney News Summary

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

• Positive Sentiment: Zacks upgraded Disney to a Buy, citing improving earnings expectations and a more favorable near-term outlook for the stock. Disney (DIS) Upgraded to Buy: Here’s What You Should Know
• Positive Sentiment: Investors are reacting positively to reports that Disney+ may add a free, ad-supported tier, which could expand audience reach and improve Disney’s streaming monetization strategy over time. Disney is exploring adding a free tier for Disney+ as YouTube draws TV viewers
• Positive Sentiment: Bullish commentary highlighted strong free cash flow, improving direct-to-consumer profitability, and solid performance in sports and theme parks, while also pointing to possible upside from AI-driven efficiencies and rumored acquisition interest in Lionsgate. Disney: Lionsgate Rumors Add To An Already Compelling Bull Case
• Positive Sentiment: Another bullish valuation note argued Disney stock looks inexpensive on earnings and cash flow, with buybacks and earnings growth seen as supporting longer-term upside. Disney (DIS) Stock Looks Cheap On Earnings And Cash Flow
• Neutral Sentiment: Disney’s former Disney+ president Alisa Bowen is moving to CEO of Disney-controlled Fubo, a leadership change that may matter strategically but is not directly tied to Disney’s core operations. Alisa Bowen Exits as Disney+ President to Become CEO of Disney-Controlled Fubo TV Streamer
• Negative Sentiment: Several stories criticized Disney’s live-action remake strategy, especially around Moana, adding to concerns that the company’s film pipeline may be losing creative momentum. Moana’s Record Rotten Tomatoes Score Should Give Disney Pause

Analyst Ratings Changes

Several analysts have recently weighed in on the company. Raymond James Financial lowered their target price on Walt Disney from $119.00 to $111.00 and set an “outperform” rating for the company in a research note on Thursday, July 2nd. JPMorgan Chase & Co. upped their target price on Walt Disney from $139.00 to $140.00 and gave the company an “overweight” rating in a research report on Tuesday, June 30th. Phillip Securities upgraded Walt Disney from a “moderate buy” rating to a “strong-buy” rating in a research note on Monday, May 11th. Citigroup raised their price target on shares of Walt Disney from $135.00 to $145.00 and gave the stock a “buy” rating in a research report on Friday, May 8th. Finally, Wolfe Research set a $131.00 price objective on shares of Walt Disney in a research note on Tuesday, June 30th. One analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating, five have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, Walt Disney currently has an average rating of “Moderate Buy” and a consensus price target of $133.33.

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.