Shum Financial Group Inc. Makes New $5.69 Million Investment in Microsoft Corporation $MSFT

Shum Financial Group Inc. purchased a new stake in Microsoft Corporation (NASDAQ:MSFT) in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm purchased 10,987 shares of the software giant’s stock, valued at approximately $5,691,000. Microsoft comprises approximately 4.2% of Shum Financial Group Inc.’s portfolio, making the stock its 4th biggest holding.

Other institutional investors also recently modified their holdings of the company. Longfellow Investment Management Co. LLC lifted its position in shares of Microsoft by 51.3% in the second quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant’s stock valued at $29,000 after buying an additional 20 shares during the last quarter. Bulwark Capital Corp acquired a new stake in Microsoft during the 2nd quarter valued at $32,000. Westend Capital Management LLC boosted its position in Microsoft by 386.7% during the second quarter. Westend Capital Management LLC now owns 73 shares of the software giant’s stock worth $36,000 after purchasing an additional 58 shares during the period. LSV Asset Management acquired a new position in shares of Microsoft in the fourth quarter valued at $44,000. Finally, University of Illinois Foundation bought a new position in shares of Microsoft in the second quarter valued at about $50,000. 71.13% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Goldman Sachs initiated coverage and analysts remain bullish, providing a sizeable price target that supports upside conviction for MSFT. Read More.
• Positive Sentiment: Azure adoption and partner wins continue: SymphonyAI announced multiple products powered by Microsoft Foundry/Azure, and Microsoft is pushing Copilot Checkout and Copilot training programs—these reinforce Azure consumption and commercial AI monetization pathways. Read More.
• Neutral Sentiment: The company’s public pledge drew political attention and praise (including from President Trump), which lowers regulatory blowback risk — a PR/regulatory win whose financial impact depends on how Microsoft implements the commitments. Read More.
• Negative Sentiment: Investors are reacting to the commitment to pay higher power and infrastructure costs for AI data centers—this raises near‑term cost and margin uncertainty and is cited as a direct reason for today’s sell pressure. Read More.
• Negative Sentiment: Macro headwinds: a rotation from growth into value and renewed Fed/rate uncertainty increases duration risk for large-cap tech, amplifying downside when expectations for long‑dated AI payoff are uncertain. Read More.

Insider Buying and Selling at Microsoft

In other news, CEO Judson Althoff sold 12,750 shares of the business’s stock in a transaction on Tuesday, December 2nd. The stock was sold at an average price of $491.52, for a total transaction of $6,266,880.00. Following the completion of the transaction, the chief executive officer owned 129,349 shares of the company’s stock, valued at approximately $63,577,620.48. The trade was a 8.97% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Bradford L. Smith sold 38,500 shares of the company’s stock in a transaction on Monday, November 3rd. The stock was sold at an average price of $518.64, for a total value of $19,967,640.00. Following the sale, the insider owned 461,597 shares of the company’s stock, valued at approximately $239,402,668.08. This represents a 7.70% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 54,100 shares of company stock worth $27,598,872 over the last three months. Corporate insiders own 0.03% of the company’s stock.

Microsoft Stock Down 1.4%

Shares of NASDAQ MSFT opened at $470.67 on Wednesday. Microsoft Corporation has a 52 week low of $344.79 and a 52 week high of $555.45. The stock’s fifty day moving average is $486.47 and its 200 day moving average is $503.47. The company has a debt-to-equity ratio of 0.10, a quick ratio of 1.39 and a current ratio of 1.40. The stock has a market capitalization of $3.50 trillion, a P/E ratio of 33.48, a PEG ratio of 1.79 and a beta of 1.07.

Microsoft (NASDAQ:MSFT) last released its earnings results on Wednesday, October 29th. The software giant reported $4.13 EPS for the quarter, beating the consensus estimate of $3.65 by $0.48. The firm had revenue of $77.67 billion for the quarter, compared to analyst estimates of $75.49 billion. Microsoft had a net margin of 35.71% and a return on equity of 32.45%. The business’s quarterly revenue was up 18.4% compared to the same quarter last year. During the same period last year, the firm earned $3.30 EPS. Sell-side analysts forecast that Microsoft Corporation will post 13.08 earnings per share for the current fiscal year.

Microsoft Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, March 12th. Investors of record on Thursday, February 19th will be paid a $0.91 dividend. This represents a $3.64 dividend on an annualized basis and a yield of 0.8%. The ex-dividend date of this dividend is Thursday, February 19th. Microsoft’s dividend payout ratio (DPR) is 25.89%.

Wall Street Analysts Forecast Growth

Several analysts recently commented on MSFT shares. Wolfe Research reduced their target price on shares of Microsoft from $675.00 to $625.00 and set an “outperform” rating for the company in a report on Monday, December 15th. Cantor Fitzgerald set a $639.00 price objective on Microsoft in a report on Thursday, October 30th. JPMorgan Chase & Co. reaffirmed a “buy” rating on shares of Microsoft in a research report on Wednesday, November 19th. Wall Street Zen raised Microsoft from a “hold” rating to a “buy” rating in a report on Saturday. Finally, Daiwa Capital Markets reduced their price target on Microsoft from $640.00 to $630.00 and set a “buy” rating for the company in a research note on Friday, November 7th. Three investment analysts have rated the stock with a Strong Buy rating, thirty-six have issued a Buy rating and four have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $630.37.

Microsoft Profile

Microsoft Corporation is a global technology company headquartered in Redmond, Washington. Founded in 1975 by Bill Gates and Paul Allen, Microsoft develops, licenses and supports a broad range of software products, services and devices for consumers, enterprises and governments worldwide. Its operations span personal computing, productivity software, cloud infrastructure, enterprise applications, developer tools and gaming.

Microsoft’s product portfolio includes the Windows operating system and the Microsoft 365 suite of productivity and collaboration tools (Office apps, Outlook, Teams).