Tred Avon Family Wealth LLC Takes Position in The Walt Disney Company $DIS

Tred Avon Family Wealth LLC purchased a new position in The Walt Disney Company (NYSE:DIS) during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund purchased 8,489 shares of the entertainment giant’s stock, valued at approximately $972,000.

Several other institutional investors and hedge funds have also recently made changes to their positions in DIS. Brighton Jones LLC grew its stake in shares of Walt Disney by 7.7% in the fourth quarter. Brighton Jones LLC now owns 26,767 shares of the entertainment giant’s stock worth $2,980,000 after purchasing an additional 1,904 shares during the last quarter. Financiere des Professionnels Fonds d investissement inc. increased its stake in shares of Walt Disney by 40.4% during the second quarter. Financiere des Professionnels Fonds d investissement inc. now owns 94,062 shares of the entertainment giant’s stock valued at $11,665,000 after buying an additional 27,058 shares during the period. Sivia Capital Partners LLC raised its holdings in shares of Walt Disney by 31.9% during the second 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 in the last quarter. Focus Financial Network Inc. lifted its stake in Walt Disney by 1.7% in the second quarter. Focus Financial Network Inc. now owns 10,734 shares of the entertainment giant’s stock worth $1,331,000 after acquiring an additional 182 shares during the period. Finally, Oliver Lagore Vanvalin Investment Group bought a new stake in Walt Disney in the second quarter valued at $119,000. Institutional investors own 65.71% of the company’s stock.

Wall Street Analyst Weigh In

Several brokerages have commented on DIS. Guggenheim restated a “buy” rating and issued a $140.00 price objective on shares of Walt Disney in a report on Friday, November 14th. Cowen reissued a “hold” rating on shares of Walt Disney in a research note on Friday, November 14th. KeyCorp reaffirmed a “sector weight” rating on shares of Walt Disney in a research report on Friday, November 14th. Evercore ISI increased their target price on Walt Disney from $140.00 to $142.00 and gave the stock an “outperform” rating in a research report on Friday, November 14th. Finally, Weiss Ratings restated a “buy (b-)” rating on shares of Walt Disney in a research report on Monday, December 29th. Nineteen equities research analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $135.20.

Walt Disney News Roundup

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 Stock Down 1.8%

Shares of NYSE:DIS opened at $111.35 on Friday. The company has a current ratio of 0.71, a quick ratio of 0.65 and a debt-to-equity ratio of 0.31. The stock has a fifty day simple moving average of $110.00 and a two-hundred day simple moving average of $113.88. The Walt Disney Company has a 12-month low of $80.10 and a 12-month high of $124.69. The stock 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.

Walt Disney (NYSE:DIS) last released its earnings results on Thursday, November 13th. The entertainment giant reported $1.11 EPS for the quarter, topping analysts’ consensus estimates of $1.03 by $0.08. The firm had revenue of $22.46 billion for the quarter, compared to analysts’ expectations of $22.78 billion. Walt Disney had a return on equity of 9.37% and a net margin of 13.14%.The company’s quarterly revenue was down .5% on a year-over-year basis. During the same period in the prior year, the firm posted $1.14 earnings per share. On average, research analysts anticipate that The Walt Disney Company will post 5.47 earnings per share for the current fiscal year.

Walt Disney Dividend Announcement

The company also recently declared a dividend, which will be paid on Wednesday, July 22nd. Stockholders of record on Tuesday, June 30th will be issued a dividend of $0.75 per share. The ex-dividend date is Tuesday, June 30th. This represents a dividend yield of 139.0%. Walt Disney’s dividend payout ratio is presently 21.87%.

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.