Crestwood Advisors Group LLC Has $5.10 Million Stock Holdings in The Walt Disney Company $DIS

Key Points

• Crestwood Advisors Group LLC cut its Disney stake by 28.7% in the fourth quarter, selling 18,026 shares and leaving it with 44,820 shares worth about $5.1 million.
• Disney beat earnings and revenue expectations in its latest quarter, reporting EPS of $1.57 on revenue of $25.17 billion, and raised its FY2026 EPS guidance to 6.64.
• Wall Street sentiment remains bullish, with Citigroup lifting its price target to $145 and analysts maintaining a consensus rating of “Moderate Buy.”

Crestwood Advisors Group LLC lessened its stake in shares of The Walt Disney Company (NYSE:DIS - Free Report) by 28.7% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 44,820 shares of the entertainment giant's stock after selling 18,026 shares during the period. Crestwood Advisors Group LLC's holdings in Walt Disney were worth $5,099,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in DIS. Viking Global Investors LP acquired a new position in Walt Disney during the second quarter valued at approximately $725,219,000. State Street Corp grew its stake in shares of Walt Disney by 3.0% in the third quarter. State Street Corp now owns 82,019,749 shares of the entertainment giant's stock worth $9,391,261,000 after acquiring an additional 2,376,706 shares during the last quarter. PFA Pension Forsikringsaktieselskab acquired a new stake in shares of Walt Disney in the fourth quarter worth $156,904,000. Danske Bank A S acquired a new stake in shares of Walt Disney in the third quarter worth $142,142,000. Finally, Vanguard Group Inc. grew its stake in shares of Walt Disney by 0.8% in the fourth quarter. Vanguard Group Inc. now owns 159,342,154 shares of the entertainment giant's stock worth $18,128,357,000 after acquiring an additional 1,220,207 shares during the last quarter. Institutional investors and hedge funds own 65.71% of the company's stock.

Walt Disney Stock Down 0.7%

DIS opened at $107.89 on Friday. 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 0.61. The firm's fifty day moving average price is $100.87 and its two-hundred day moving average price is $106.63. The company has a market capitalization of $187.36 billion, a P/E ratio of 17.24, a P/E/G ratio of 1.47 and a beta of 1.41.

Walt Disney (NYSE:DIS - Get Free Report) last posted its quarterly earnings results on Wednesday, May 6th. The entertainment giant reported $1.57 earnings per share for the quarter, topping analysts' consensus estimates of $1.49 by $0.08. Walt Disney had a net margin of 11.54% and a return on equity of 8.92%. The firm had revenue of $25.17 billion for the quarter, compared to the consensus estimate of $24.87 billion. During the same quarter in the previous year, the company earned $1.45 earnings per share. The business's revenue was up 6.5% compared to the same quarter last year. Walt Disney has set its FY 2026 guidance at 6.640-6.640 EPS. On average, analysts anticipate that The Walt Disney Company will post 6.83 EPS for the current year.

Walt Disney News Roundup

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

• Positive Sentiment: Citigroup raised its price target on Disney to $145 from $135 and reiterated a buy rating, pointing to meaningful upside after the company’s strong quarterly results. Benzinga
• Positive Sentiment: Disney’s fiscal Q2 beat, with higher-than-expected EPS and revenue, is still driving bullish analyst revisions; JPMorgan, Barclays, Guggenheim, and others recently raised targets, reinforcing confidence in Disney’s earnings momentum and outlook. 247WallSt
• Positive Sentiment: Recent coverage highlighted improving streaming and theme-park performance under new CEO Josh D’Amaro, including continued parks strength and a longer-term push to grow Disney+ overseas and streamline the customer experience with a possible “super app.” TechCrunch
• Neutral Sentiment: Disney said CFO Hugh Johnston will participate in the MoffettNathanson conference next week, which keeps management visible to investors but is not an immediate operating catalyst. Business Wire
• Negative Sentiment: ABC is escalating its fight with the FCC after the Trump administration tried to apply equal-time rules to The View; the dispute raises regulatory and political uncertainty for Disney’s media operations. Reuters
• Negative Sentiment: Disney’s broader Trump-related messaging remains a legal and public-relations overhang, with reports saying the company is trying to avoid a direct confrontation while pushing back on pressure “politely.” Business Insider

Analysts Set New Price Targets

Several brokerages have recently issued reports on DIS. Phillip Securities upgraded shares of Walt Disney to a "moderate buy" rating in a research note on Monday, January 12th. Needham & Company LLC restated a "buy" rating and issued a $125.00 price objective on shares of Walt Disney in a research note on Tuesday, March 31st. Weiss Ratings upgraded shares of Walt Disney from a "hold (c)" rating to a "hold (c+)" rating in a research note on Wednesday, April 29th. Citigroup raised their price objective on shares of Walt Disney from $135.00 to $145.00 and gave the stock a "buy" rating in a research note on Friday. Finally, Raymond James Financial upgraded shares of Walt Disney from a "market perform" rating to an "outperform" rating and set a $115.00 price objective on the stock in a research note on Wednesday, April 1st. Seventeen equities research analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the company has an average rating of "Moderate Buy" and a consensus price target of $134.47.

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.

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