Redwood Family Wealth LLC Makes New Investment in The Walt Disney Company $DIS

Redwood Family Wealth LLC acquired a new position in shares of The Walt Disney Company (NYSE:DIS) during the fourth quarter, HoldingsChannel reports. The firm acquired 18,567 shares of the entertainment giant’s stock, valued at approximately $2,112,000. Walt Disney accounts for approximately 2.1% of Redwood Family Wealth LLC’s portfolio, making the stock its 13th biggest position.

Several other large investors also recently made changes to their positions in DIS. Brighton Jones LLC raised its position in Walt Disney by 7.7% during the fourth quarter. Brighton Jones LLC now owns 26,767 shares of the entertainment giant’s stock worth $2,980,000 after acquiring an additional 1,904 shares in the last quarter. Sivia Capital Partners LLC grew its position in shares of Walt Disney by 31.9% in the 2nd quarter. Sivia Capital Partners LLC now owns 5,470 shares of the entertainment giant’s stock valued at $678,000 after acquiring an additional 1,322 shares during the period. Schnieders Capital Management LLC. grew its position in shares of Walt Disney by 16.2% in the 2nd quarter. Schnieders Capital Management LLC. now owns 17,955 shares of the entertainment giant’s stock valued at $2,227,000 after acquiring an additional 2,503 shares during the period. Main Street Financial Solutions LLC increased its stake in shares of Walt Disney by 28.6% during the 2nd quarter. Main Street Financial Solutions LLC now owns 8,330 shares of the entertainment giant’s stock worth $1,033,000 after purchasing an additional 1,855 shares during the last quarter. Finally, Ieq Capital LLC increased its stake in shares of Walt Disney by 10.8% during the 2nd quarter. Ieq Capital LLC now owns 115,759 shares of the entertainment giant’s stock worth $14,355,000 after purchasing an additional 11,304 shares during the last quarter. Institutional investors and hedge funds own 65.71% of the company’s stock.

Key Stories Impacting Walt Disney

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

• Positive Sentiment: Disney is getting a lift from a bullish market note saying the stock’s recent move higher on heavy volume could continue if earnings estimate revisions keep improving. Disney (DIS) Surges 3.0%: Is This an Indication of Further Gains?
• Positive Sentiment: Management commentary on Shanghai Disneyland highlighted the park’s resilience in China, including 100 million cumulative visitors in 2025, reinforcing the importance of Disney’s international parks business. Bob Iger reflects on 10 years of Shanghai Disneyland as it defies the Chinese pullback
• Positive Sentiment: Disney’s “Toy Story” franchise continues to look like a dependable earnings engine, with coverage noting that the brand remains one of the company’s surest bets ahead of the next film launch. Thirty years and $3 billion later, ‘Toy Story’ is still one of Disney’s surest bets
• Positive Sentiment: Belkin’s new Toy Story 5-themed product tie-in adds to signs of strong franchise merchandising potential ahead of the movie release. Belkin Brings to Mexico the iPad Case Inspired by Lilypad…
• Neutral Sentiment: Several park-related updates, including the new Lakeshore Lodge Resort and Disney Springs changes, may support long-term attendance and spending, but they are not immediate stock-moving catalysts. First look: Disney unveils new Lakeshore Lodge Resort at Walt Disney World
• Negative Sentiment: A new patent injunction in Europe adds legal pressure on Disney’s streaming technology, creating a headline risk for the company’s media business. How A Pan?EU Streaming Patent Injunction Could Impact Walt Disney (DIS) Investors

Analyst Upgrades and Downgrades

DIS has been the topic of a number of research analyst reports. Raymond James Financial raised shares of Walt Disney from a “market perform” rating to an “outperform” rating and set a $115.00 target price on the stock in a report on Wednesday, April 1st. Weiss Ratings cut Walt Disney from a “hold (c+)” rating to a “hold (c)” rating in a report on Thursday, June 11th. Guggenheim boosted their price target on Walt Disney from $115.00 to $120.00 and gave the stock a “buy” rating in a research report on Thursday, May 7th. Barclays upped their price objective on Walt Disney from $130.00 to $135.00 and gave the company an “overweight” rating in a research note on Thursday, May 7th. Finally, Wells Fargo & Company cut their price objective on Walt Disney from $148.00 to $146.00 and set an “overweight” rating for the company in a research report on Thursday, May 7th. One research analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, five have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, Walt Disney currently has an average rating of “Moderate Buy” and an average price target of $133.71.

Walt Disney Price Performance

Shares of DIS opened at $104.00 on Friday. The firm has a market capitalization of $180.59 billion, a PE ratio of 16.61, a PEG ratio of 1.36 and a beta of 1.39. The company’s 50-day moving average is $102.83 and its 200-day moving average is $105.19. The Walt Disney Company has a fifty-two week low of $92.18 and a fifty-two week high of $124.69. The company has a debt-to-equity ratio of 0.33, a current ratio of 0.68 and a quick ratio of 0.62.

Walt Disney (NYSE:DIS) last announced its earnings results on Wednesday, May 6th. The entertainment giant reported $1.57 EPS for the quarter, topping the consensus estimate of $1.49 by $0.08. The business had revenue of $25.17 billion during the quarter, compared to the consensus estimate 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% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $1.45 EPS. Walt Disney has set its FY 2026 guidance at 6.640-6.640 EPS. Equities analysts forecast that The Walt Disney Company will post 6.85 EPS for the current year.

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.