Crewe Advisors LLC Has $348,000 Stock Position in The Walt Disney Company (NYSE:DIS)

Crewe Advisors LLC reduced its position in shares of The Walt Disney Company (NYSE:DIS) by 3.6% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 3,618 shares of the entertainment giant’s stock after selling 136 shares during the period. Crewe Advisors LLC’s holdings in Walt Disney were worth $348,000 at the end of the most recent quarter.

Several other large investors have also recently added to or reduced their stakes in the company. William B. Walkup & Associates Inc. bought a new stake in Walt Disney during the 2nd quarter worth approximately $32,000. Mascoma Wealth Management LLC grew its holdings in shares of Walt Disney by 38.0% during the second quarter. Mascoma Wealth Management LLC now owns 443 shares of the entertainment giant’s stock worth $44,000 after purchasing an additional 122 shares during the last quarter. First PREMIER Bank increased its stake in shares of Walt Disney by 98.1% in the third quarter. First PREMIER Bank now owns 517 shares of the entertainment giant’s stock valued at $50,000 after buying an additional 256 shares in the last quarter. Iron Horse Wealth Management LLC increased its stake in shares of Walt Disney by 148.7% in the second quarter. Iron Horse Wealth Management LLC now owns 557 shares of the entertainment giant’s stock valued at $55,000 after buying an additional 333 shares in the last quarter. Finally, Livelsberger Financial Advisory bought a new position in shares of Walt Disney in the third quarter valued at about $57,000. 65.71% of the stock is owned by institutional investors.

Insider Buying and Selling at Walt Disney

In other news, CEO Robert A. Iger sold 372,412 shares of the company’s stock in a transaction that occurred on Friday, November 22nd. The shares were sold at an average price of $114.57, for a total value of $42,667,242.84. Following the completion of the transaction, the chief executive officer now owns 226,767 shares in the company, valued at $25,980,695.19. This represents a 62.15 % decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Brent Woodford sold 5,000 shares of the firm’s stock in a transaction on Wednesday, November 20th. The stock was sold at an average price of $113.62, for a total transaction of $568,100.00. Following the sale, the executive vice president now owns 44,055 shares in the company, valued at approximately $5,005,529.10. The trade was a 10.19 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders own 0.10% of the company’s stock.

Analyst Ratings Changes

Several equities research analysts have weighed in on the stock. Evercore ISI raised their price objective on shares of Walt Disney from $128.00 to $134.00 and gave the company an “outperform” rating in a research report on Monday, November 18th. Seaport Res Ptn raised shares of Walt Disney from a “hold” rating to a “strong-buy” rating in a report on Monday, September 30th. Needham & Company LLC upped their price objective on Walt Disney from $110.00 to $130.00 and gave the stock a “buy” rating in a report on Friday, November 15th. Barclays decreased their price objective on Walt Disney from $130.00 to $105.00 and set an “overweight” rating on the stock in a research report on Thursday, August 8th. Finally, TD Cowen boosted their target price on Walt Disney from $108.00 to $123.00 and gave the stock a “hold” rating in a research report on Friday, November 15th. Five equities research analysts have rated the stock with a hold rating, eighteen have issued a buy rating and one has assigned a strong buy rating to the company’s stock. According to data from MarketBeat.com, Walt Disney has an average rating of “Moderate Buy” and an average target price of $123.83.

Walt Disney Price Performance

DIS opened at $115.65 on Friday. The stock has a market cap of $209.44 billion, a P/E ratio of 42.68, a P/E/G ratio of 2.13 and a beta of 1.40. The Walt Disney Company has a 12 month low of $83.91 and a 12 month high of $123.74. The company has a quick ratio of 0.67, a current ratio of 0.73 and a debt-to-equity ratio of 0.37. The company has a fifty day simple moving average of $98.09 and a 200 day simple moving average of $96.78.

About Walt Disney

The Walt Disney Company operates as an entertainment company worldwide. It operates through three segments: Entertainment, Sports, and Experiences. The company produces and distributes film and television video streaming content under the ABC Television Network, Disney, Freeform, FX, Fox, National Geographic, and Star brand television channels, as well as ABC television stations and A+E television networks; and produces original content under the ABC Signature, Disney Branded Television, FX Productions, Lucasfilm, Marvel, National Geographic Studios, Pixar, Searchlight Pictures, Twentieth Century Studios, 20th Television, and Walt Disney Pictures banners.