Jim Cramer’s Fresh 14 Stocks & Thoughts About Market Performance

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4. The Walt Disney Company (NYSE:DIS)

Number of Hedge Fund Holders In Q1 2025: 104

The Walt Disney Company (NYSE:DIS) is a well-known American media and entertainment company whose shares have benefited from robust management in 2025. The stock has gained 9.7% year-to-date as the firm has seen catalysts through a growing subscriber base for its streaming service. Cramer has also noted The Walt Disney Company (NYSE:DIS)’s strong media performance and added that investors also need to focus on the firm’s cruise ship and theme park businesses. Here are his recent remarks about the firm:

“You know I’ve got my annual meeting for our club on Friday, and I’m getting bailed out here on a name that has just continued to be right for me after being wrong for some time. It’s Disney! Both Citi and Barclays saying really positive things. Barclays by the way, says that legacy media could surprise the upside. I can’t recall when legacy media could surprise the upside. So watch the stock take off as people realize the old, the Bob Iger Disney is back. And the Bob Iger Disney is a surprise to the earnings estimates. And by the way, Hugh Johnston there, the CFO, he’s the master of underpromise, overdeliver. He’s also the master of being an incredibly nice man.”

Previously, the CNBC host also mentioned The Walt Disney Company (NYSE:DIS)’s CFO:

“Why doesn’t Hugh Johnson get any credit [for improving performance], the CFO. Well look, the theme park’s now [inaudible]. What’s really interesting is they’re now starting to talk about the cruise ships in 26′. I would have waited until 27′. But I do think that Disney had a great quarter, I think that Hugh Johnson plays a big role and James Gorman is going to play a big role.

“He [Bob Iger] did bring back stability. Stability is working.”

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