Shum Financial Group Inc. Takes Position in The Walt Disney Company $DIS

Shum Financial Group Inc. bought a new position in The Walt Disney Company (NYSE:DIS) during the third quarter, according to its most recent 13F filing with the SEC. The institutional investor bought 6,167 shares of the entertainment giant’s stock, valued at approximately $706,000.

Other institutional investors have also added to or reduced their stakes in the company. Brighton Jones LLC boosted its stake in Walt Disney by 7.7% in the fourth quarter. Brighton Jones LLC now owns 26,767 shares of the entertainment giant’s stock valued at $2,980,000 after acquiring an additional 1,904 shares in the last quarter. Trexquant Investment LP purchased a new stake in Walt Disney in the first quarter valued at about $2,745,000. Vident Advisory LLC boosted its holdings in Walt Disney by 106.3% in the first quarter. Vident Advisory LLC now owns 19,111 shares of the entertainment giant’s stock worth $1,886,000 after acquiring an additional 9,848 shares in the last quarter. Quarry LP grew its stake in shares of Walt Disney by 23.6% during the first quarter. Quarry LP now owns 1,968 shares of the entertainment giant’s stock worth $194,000 after acquiring an additional 376 shares during the last quarter. Finally, Focus Partners Advisor Solutions LLC increased its holdings in shares of Walt Disney by 12.6% during the first quarter. Focus Partners Advisor Solutions LLC now owns 48,218 shares of the entertainment giant’s stock valued at $4,759,000 after acquiring an additional 5,403 shares in the last quarter. Hedge funds and other institutional investors own 65.71% of the company’s stock.

Key Walt Disney News

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

• Positive Sentiment: Disney will integrate Hulu into Disney+ in 2026, a move investors see as simplifying the product lineup, reducing operating costs, and improving ad and subscription monetization potential. Disney to integrate Hulu and Disney+ in 2026
• Positive Sentiment: Analyst commentary highlights streaming profitability (turnaround to positive operating profit) and record Experiences (parks/cruises) income, supporting the view that Disney’s diversified revenue streams can sustain growth. Can DIS Stock Maintain Momentum With Streaming Wins and Parks Growth?
• Positive Sentiment: New offerings and seasonal demand for Disney Parks & Cruises are expected to keep Experiences revenue strong in 2026, supporting cash flow and margins. What’s Coming To Disney Parks & Cruises In 2026?
• Neutral Sentiment: Disney is moving forward with shutting down the standalone Hulu app as part of the integration; this can streamline the user experience but may cause short-term disruption for some subscribers. Disney moving forward with shutdown of Hulu app
• Neutral Sentiment: Streaming viewership has been relatively stagnant in the U.S.; Disney says it has plans (including product changes and AI-driven initiatives) to boost engagement, but execution risk remains. Disney streaming viewership has been stagnant — but the company has plans to jump-start growth
• Negative Sentiment: Disney agreed to a $10 million civil penalty and injunction to settle alleged violations of children’s privacy laws; the cash hit is modest, but the settlement carries reputational and compliance costs that investors will watch. Disney agrees to $10 mln penalty and injunction for alleged violations of children’s privacy laws Disney to Pay $10 Million to Settle Children’s Privacy Case

Wall Street Analyst Weigh In

A number of analysts recently commented on the stock. Cowen reiterated a “hold” rating on shares of Walt Disney in a research note on Friday, November 14th. Raymond James Financial reaffirmed a “market perform” rating on shares of Walt Disney in a report on Friday, November 14th. Arete Research upgraded shares of Walt Disney to a “strong sell” rating in a research note on Tuesday, October 28th. Weiss Ratings reissued a “buy (b-)” rating on shares of Walt Disney in a research report on Monday. Finally, UBS Group restated a “buy” rating and issued a $138.00 target price on shares of Walt Disney in a research note on Friday, November 14th. Nineteen research analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, Walt Disney has a consensus rating of “Moderate Buy” and an average price target of $134.41.

Walt Disney Stock Performance

DIS opened at $114.82 on Wednesday. The Walt Disney Company has a twelve month low of $80.10 and a twelve month high of $124.69. The firm has a market capitalization of $204.99 billion, a PE ratio of 16.74, a PEG ratio of 1.58 and a beta of 1.49. The company has a current ratio of 0.71, a quick ratio of 0.65 and a debt-to-equity ratio of 0.31. The firm’s 50-day moving average price is $109.55 and its 200 day moving average price is $114.42.

Walt Disney (NYSE:DIS) last released its quarterly earnings data on Thursday, November 13th. The entertainment giant reported $1.11 EPS for the quarter, beating analysts’ consensus estimates of $1.03 by $0.08. The company had revenue of $22.46 billion during the quarter, compared to the consensus estimate of $22.78 billion. Walt Disney had a net margin of 13.14% and a return on equity of 9.37%. Walt Disney’s quarterly revenue was down .5% on a year-over-year basis. During the same quarter in the prior year, the firm earned $1.14 EPS. As a group, sell-side analysts expect that The Walt Disney Company will post 5.47 EPS for the current fiscal year.

Walt Disney Dividend Announcement

The business also recently disclosed a dividend, which will be paid on Wednesday, July 22nd. Shareholders of record on Tuesday, June 30th will be paid a dividend of $0.75 per share. The ex-dividend date of this dividend is Tuesday, June 30th. This represents a yield of 139.0%. Walt Disney’s payout ratio is 21.87%.

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.