Osprey Private Wealth LLC has significantly increased its holdings in shares of The Walt Disney Company (NYSE:DIS), raising its stake by 29.8% during the third quarter of 2023. According to HoldingsChannel.com, the firm now owns 46,155 shares of the entertainment giant’s stock after acquiring an additional 10,605 shares during this period. This investment accounts for approximately 1.9% of Osprey’s overall portfolio, making Disney its 20th largest holding.
The value of Osprey’s holdings in Walt Disney reached approximately $5,285,000 at the end of the most recent quarter. This move reflects a broader trend, as several other institutional investors have also adjusted their positions in Disney shares. For instance, Kondo Wealth Advisors Inc. increased its holdings by 1.2% in the second quarter, now owning 7,317 shares valued at $904,000.
Cornerstone Advisory LLC also expanded its stake by 1.5%, bringing its total to 5,890 shares worth $730,000. Similarly, Physician Wealth Advisors Inc. increased its holdings by 3.5% to 2,606 shares, valued at $323,000. Childress Capital Advisors LLC and Apollon Financial LLC also made small adjustments to their positions, further contributing to the overall growth in institutional ownership of Disney stock, which now sits at 65.71%.
Current Stock Performance and Market Metrics
As of Thursday, DIS shares opened at $110.56, reflecting a 0.9% decline. The company has a market capitalization of $197.39 billion and a price-to-earnings (P/E) ratio of 16.12. The stock has fluctuated between a twelve-month low of $80.10 and a high of $124.69, indicating a volatile trading environment. Disney’s quick ratio stands at 0.65, while its current ratio is 0.71, suggesting some liquidity challenges. Meanwhile, the debt-to-equity ratio is 0.31, which is relatively low.
The company also announced a dividend of $0.75, scheduled for payment on July 22, 2025. Shareholders on record as of June 30, 2025 will receive this dividend, which represents an impressive yield of 139.0%. The dividend payout ratio (DPR) currently stands at 21.87%, indicating a sustainable distribution of earnings to shareholders.
Analyst Ratings and Market Outlook
Recent assessments from various analysts provide a mixed outlook on Disney shares. Cowen reiterated a “hold” rating, while Rosenblatt Securities maintained a “buy” rating with a target price of $141.00. Meanwhile, Wells Fargo & Company adjusted its price objective from $159.00 to $152.00, also rating the stock as “overweight.” Jefferies Financial Group lowered its target from $144.00 to $136.00 but kept a “buy” rating in place. Citigroup similarly reaffirmed a “positive” outlook.
Overall, 19 investment analysts have rated Disney with a “buy” rating, while seven have issued a hold rating and one analyst has suggested a sell rating. According to MarketBeat.com, the consensus rating for Walt Disney currently stands at “Moderate Buy” with a projected price target of $134.41.
The Walt Disney Company continues to operate as a dominant force in the entertainment industry, engaging audiences through its various segments, including entertainment, sports, and experiences. Its diverse offerings include film production, television networks, and streaming services, maintaining its status as a leader in content creation and distribution worldwide.
