The Walt Disney Company $DIS Shares Acquired by Loring Wolcott & Coolidge Fiduciary Advisors LLP MA

Loring Wolcott & Coolidge Fiduciary Advisors LLP MA grew its stake in The Walt Disney Company (NYSE:DIS) by 16.0% during the third quarter, according to its most recent 13F filing with the SEC. The firm owned 48,224 shares of the entertainment giant’s stock after acquiring an additional 6,640 shares during the period. Loring Wolcott & Coolidge Fiduciary Advisors LLP MA’s holdings in Walt Disney were worth $5,451,000 as of its most recent filing with the SEC.

A number of other hedge funds have also recently made changes to their positions in the stock. Copeland Capital Management LLC acquired a new position in Walt Disney during the third quarter worth $25,000. DiNuzzo Private Wealth Inc. raised its holdings in shares of Walt Disney by 82.5% in the 2nd quarter. DiNuzzo Private Wealth Inc. now owns 208 shares of the entertainment giant’s stock valued at $26,000 after buying an additional 94 shares during the period. Harbor Asset Planning Inc. purchased a new stake in shares of Walt Disney in the 2nd quarter valued at $37,000. Total Investment Management Inc. acquired a new position in Walt Disney during the 2nd quarter worth about $37,000. Finally, Navigoe LLC boosted its holdings in Walt Disney by 89.2% during the 3rd 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.

Analyst Upgrades and Downgrades

DIS has been the topic of a number of recent research reports. Needham & Company LLC reiterated a “buy” rating and set a $125.00 price target on shares of Walt Disney in a research note on Thursday, November 13th. KeyCorp restated a “sector weight” rating on shares of Walt Disney in a report on Friday, November 14th. Guggenheim reiterated a “buy” rating and set a $140.00 target price 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 report on Friday, November 14th. Finally, Wall Street Zen downgraded shares of Walt Disney from a “buy” rating to a “hold” rating in a research note on Friday, October 3rd. Eighteen 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 stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $135.20.

Walt Disney Price Performance

Shares of DIS opened at $115.91 on Monday. The firm has a market capitalization of $206.93 billion, a price-to-earnings ratio of 16.90, a PEG ratio of 1.61 and a beta of 1.44. The firm’s fifty day simple moving average is $109.85 and its 200-day simple moving average is $114.17. The Walt Disney Company has a twelve month low of $80.10 and a twelve month high of $124.69. The company has a current ratio of 0.71, a quick ratio of 0.65 and a debt-to-equity ratio of 0.31.

Walt Disney (NYSE:DIS) last posted its earnings results on Thursday, November 13th. The entertainment giant reported $1.11 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 firm had revenue of $22.46 billion for the quarter, compared to analyst estimates of $22.78 billion. During the same quarter in the prior year, the company posted $1.14 earnings per share. Walt Disney’s revenue for the quarter was down .5% compared to the same quarter last year. Equities analysts forecast that The Walt Disney Company will post 5.47 EPS for the current fiscal year.

Walt Disney Announces Dividend

The firm also recently disclosed a dividend, which will be paid on Wednesday, July 22nd. Stockholders of record on Tuesday, June 30th will be issued a $0.75 dividend. 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%.

Trending Headlines about Walt Disney

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

• Positive Sentiment: Florida‑resident ticket deals relaunch — Disney brought back the popular “Discover Disney” and other discounted ticket options for Florida residents, which should help fill off‑peak capacity and drive near‑term parks revenue. Disney offers theme-park ticket deals for Florida residents
• Positive Sentiment: China engagement: CEO Iger met a top Chinese official — The Beijing meeting signals Disney is pushing to protect and expand its content, distribution and park interests in China despite geopolitical tensions, which could support long‑term revenue growth in the world’s second‑largest media market. Disney CEO meets top Chinese official as ‘House of Mouse’ navigates US‑China tensions
• Positive Sentiment: Disney+ to add short‑form video — Management announced short‑form content for Disney+ (U.S.) to boost daily engagement and ad monetization potential, a strategic move to compete with TikTok/reels‑style consumption and improve streaming KPIs. Disney is launching short-form videos this year
• Neutral Sentiment: Operational events and seasonal programming — Marathon weekend, new ride openings and water‑park schedules are generating local interest and foot traffic but are routine operational items with limited single‑day stock impact. 4-day Walt Disney World Marathon Weekend kicks off with 5K race
• Negative Sentiment: Earnings risk: analysts expect a low double‑digit profit decline next quarter — Wall Street is forecasting weaker Q1 results, a near‑term headwind that can pressure the stock until results/guide arrive. What to Expect From Walt Disney’s Q1 2025 Earnings Report
• Negative Sentiment: Licensing/franchise friction signaled by third‑party moves — A LEGO change around Star Wars products was reported in the context of “Disney turmoil,” which could reflect merchandising or licensing frictions that hurt merchandise revenue or sentiment. LEGO makes surprise Star Wars brick change amid Disney turmoil
• Negative Sentiment: Reputational/legal risk: reported in‑park incident and lawsuit — A high‑profile safety/ liability story is a reminder of operational risks that can carry legal and reputational costs. Dad chokes to death at Disney restaurant in front of daughter while staff watched and ‘contacted security’: Lawsuit

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.