Third View Private Wealth LLC Takes Position in The Walt Disney Company $DIS

Key Points

• Third View Private Wealth LLC bought 71,720 shares of The Walt Disney Company in Q4, a stake valued at about $8.16 million that represents roughly 1.1% of its portfolio and is its 18th largest holding.
• Analyst sentiment is broadly positive with a consensus rating of "Moderate Buy" and a consensus target price of $132.19 (18 Buys, 5 Holds, 1 Sell), though several shops have trimmed price targets while others issued upgrades.
• Disney recently beat Q results (EPS $1.63 vs. $1.57 expected; revenue $25.98B, +5.2% YoY), trades near $101 with a $179B market cap, and faces near‑term catalysts including cost cuts/streaming consolidation and an FY2Q webcast on May 6.

Third View Private Wealth LLC purchased a new stake in The Walt Disney Company (NYSE:DIS - Free Report) during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm purchased 71,720 shares of the entertainment giant's stock, valued at approximately $8,160,000. Walt Disney comprises approximately 1.1% of Third View Private Wealth LLC's investment portfolio, making the stock its 18th largest holding.

Several other hedge funds and other institutional investors also recently modified their holdings of DIS. Copeland Capital Management LLC bought a new position in shares of Walt Disney in the 3rd quarter valued at $25,000. Strengthening Families & Communities LLC acquired a new stake in shares of Walt Disney during the 3rd quarter valued at $29,000. JPL Wealth Management LLC acquired a new stake in shares of Walt Disney during the 3rd quarter valued at $30,000. Pilgrim Partners Asia Pte Ltd acquired a new stake in shares of Walt Disney during the 3rd quarter valued at $33,000. Finally, Bare Financial Services Inc boosted its holdings in shares of Walt Disney by 48.5% during the 3rd quarter. Bare Financial Services Inc now owns 291 shares of the entertainment giant's stock valued at $33,000 after acquiring an additional 95 shares in the last quarter. Institutional investors own 65.71% of the company's stock.

Analyst Upgrades and Downgrades

Several research firms recently weighed in on DIS. Phillip Securities raised Walt Disney to a "moderate buy" rating in a report on Monday, January 12th. Barclays cut their price objective on Walt Disney from $140.00 to $130.00 and set an "overweight" rating on the stock in a report on Wednesday, April 8th. Wells Fargo & Company cut their price objective on Walt Disney from $150.00 to $148.00 and set an "overweight" rating on the stock in a report on Friday, March 27th. Guggenheim cut their price objective on Walt Disney from $140.00 to $115.00 and set a "buy" rating on the stock in a report on Wednesday, March 18th. Finally, Raymond James Financial raised Walt Disney from a "market perform" rating to an "outperform" rating and set a $115.00 price objective on the stock in a report on Wednesday, April 1st. Eighteen research analysts have rated the stock with a Buy rating, five have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the company presently has an average rating of "Moderate Buy" and a consensus target price of $132.19.

Walt Disney Stock Up 2.0%

Shares of DIS opened at $101.12 on Tuesday. The company has a market capitalization of $179.14 billion, a PE ratio of 14.87, a PEG ratio of 1.39 and a beta of 1.44. The Walt Disney Company has a 12 month low of $82.01 and a 12 month high of $124.69. The stock's 50-day moving average price is $101.57 and its two-hundred day moving average price is $107.52. The company has a current ratio of 0.67, a quick ratio of 0.61 and a debt-to-equity ratio of 0.31.

Walt Disney (NYSE:DIS - Get Free Report) last announced its quarterly earnings data on Monday, February 2nd. The entertainment giant reported $1.63 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $1.57 by $0.06. The company had revenue of $25.98 billion for the quarter, compared to the consensus estimate of $25.54 billion. Walt Disney had a return on equity of 8.90% and a net margin of 12.80%.The firm's revenue was up 5.2% compared to the same quarter last year. During the same period in the previous year, the business earned $1.40 EPS. On average, analysts anticipate that The Walt Disney Company will post 5.47 EPS for the current year.

Trending Headlines about Walt Disney

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

• Positive Sentiment: BofA reiterated a Buy and $125 price target, highlighting Disney’s Experiences segment as a durable cash generator and a key upside driver for EPS — analyst support is propping investor sentiment. The Walt Disney Company (DIS): Balancing Near-Term Pressures with Long-Term Growth Drivers
• Positive Sentiment: Management is moving to cut costs — reports say Disney will cut nearly 1,000 roles and merge Disney+ and Hulu teams as part of streaming consolidation. Investors often view such moves favorably for near‑term margin improvement. Disney To Axe Nearly 1,000 Jobs Under New CEO Josh D'Amaro: Report
• Positive Sentiment: New gaming partnerships and IP deals can broaden non-box‑office revenue — Epic Games is reportedly working on a Disney extraction shooter slated for later this year, which signals additional monetization paths for Disney’s franchises. Epic Games is working on an Arc Raiders-like Disney extraction shooter slated to release by the end of the year
• Neutral Sentiment: Disney set a webcast to release FY2Q 2026 results on May 6 (pre‑market); the upcoming print and commentary will be the primary near-term catalyst and could swing the stock either direction. The Walt Disney Company Executives to Discuss Fiscal Second Quarter 2026 Financial Results via Webcast
• Neutral Sentiment: Broader market focus on streaming: Wall Street remains focused on subscriber economics, ad revenue growth and profitability across the sector — that macro focus helps explain investor interest in DIS but keeps results-driven volatility elevated. Wall Street still loves streaming, but are its affections well placed?
• Negative Sentiment: Technical/volume weakness: trading volume is below the stock’s average and the 50‑day moving average remains below the 200‑day, which is a technical headwind and could limit upward momentum absent strong fundamental news.

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.

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