4,795 Shares in Microsoft Corporation $MSFT Bought by Vericrest Private Wealth

Vericrest Private Wealth bought a new stake in shares of Microsoft Corporation (NASDAQ:MSFT) in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm bought 4,795 shares of the software giant’s stock, valued at approximately $2,319,000. Microsoft makes up approximately 2.1% of Vericrest Private Wealth’s portfolio, making the stock its 17th largest position.

Several other hedge funds have also bought and sold shares of MSFT. Norges Bank bought a new position in Microsoft during the fourth quarter valued at approximately $50,664,631,000. Auto Owners Insurance Co increased its stake in Microsoft by 56,160.8% in the 4th quarter. Auto Owners Insurance Co now owns 60,116,384 shares of the software giant’s stock worth $29,073,486,000 after acquiring an additional 60,009,531 shares during the last quarter. Nuveen LLC bought a new stake in Microsoft in the 1st quarter worth approximately $18,733,827,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its holdings in shares of Microsoft by 500.0% during the 3rd quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 59,543,261 shares of the software giant’s stock worth $30,840,432,000 after acquiring an additional 49,618,571 shares in the last quarter. Finally, Laurel Wealth Advisors LLC raised its holdings in shares of Microsoft by 49,640.3% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 29,967,038 shares of the software giant’s stock worth $14,905,904,000 after acquiring an additional 29,906,791 shares in the last quarter. Hedge funds and other institutional investors own 71.13% of the company’s stock.

Insider Buying and Selling

In other news, CEO Judson Althoff sold 15,500 shares of Microsoft stock in a transaction on Monday, June 1st. The stock was sold at an average price of $460.99, for a total transaction of $7,145,345.00. Following the completion of the sale, the chief executive officer directly owned 110,477 shares in the company, valued at approximately $50,928,792.23. This trade represents a 12.30% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Takeshi Numoto sold 4,500 shares of the company’s stock in a transaction dated Wednesday, June 10th. The stock was sold at an average price of $402.84, for a total transaction of $1,812,780.00. Following the completion of the transaction, the executive vice president owned 47,468 shares in the company, valued at approximately $19,122,009.12. The trade was a 8.66% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 23,762 shares of company stock valued at $10,508,361. Insiders own 0.03% of the company’s stock.

Wall Street Analyst Weigh In

MSFT has been the subject of a number of recent research reports. Bank of America began coverage on shares of Microsoft in a report on Tuesday, March 24th. They issued a “buy” rating and a $500.00 target price for the company. HSBC decreased their price target on shares of Microsoft from $593.00 to $571.00 in a research note on Thursday, April 30th. DZ Bank reissued a “buy” rating on shares of Microsoft in a research note on Thursday, April 30th. Oppenheimer restated an “outperform” rating and issued a $515.00 target price (down from $630.00) on shares of Microsoft in a report on Monday, April 27th. Finally, Deutsche Bank Aktiengesellschaft decreased their target price on shares of Microsoft from $575.00 to $550.00 and set a “buy” rating on the stock in a research report on Thursday, April 30th. Forty-one equities research analysts have rated the stock with a Buy rating and six have given a Hold rating to the company’s stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $561.20.

Microsoft News Roundup

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft and Chevron announced a 20-year agreement to build Project Kilby, a 2.67-gigawatt natural-gas-powered facility in West Texas to support Microsoft’s AI and cloud data centers, reinforcing long-term demand for Microsoft’s AI infrastructure. Reuters article on Chevron signs power supply deal with Microsoft for Texas data center
• Positive Sentiment: Microsoft’s CEO Satya Nadella called for broader AI access, lower-cost models, and more emphasis on trust and choice, which supports the case that Microsoft is positioning itself to compete beyond the expensive frontier-model race. Yahoo Finance article on Microsoft CEO Calls for Broader AI Access
• Neutral Sentiment: Microsoft was cited as part of a broader Big Tech pullback tied to AI sector rotation and regulatory overhang, suggesting the stock is being dragged by the group rather than by company-specific operating news. Yahoo Finance article on US Equity Indexes Mixed Amid Steep Decline in Communication Services
• Neutral Sentiment: Multiple investor-rights firms announced or promoted a securities class action against Microsoft related to alleged Copilot-related disclosures, adding headline risk but not yet changing the underlying business outlook. GlobeNewswire article on MSFT Alert
• Negative Sentiment: New class-action headlines around Microsoft’s Copilot issues and alleged investor harm may weigh on sentiment by increasing legal uncertainty and keeping attention on prior stock declines. PR Newswire article on MSFT Stockholder Alert

Microsoft Trading Down 3.2%

Shares of MSFT opened at $367.34 on Tuesday. Microsoft Corporation has a twelve month low of $356.28 and a twelve month high of $555.45. The company has a market cap of $2.73 trillion, a P/E ratio of 21.87, a P/E/G ratio of 1.37 and a beta of 1.11. The company has a current ratio of 1.28, a quick ratio of 1.27 and a debt-to-equity ratio of 0.08. The company’s fifty day simple moving average is $412.26 and its 200-day simple moving average is $424.28.

Microsoft (NASDAQ:MSFT) last released its quarterly earnings results on Wednesday, April 29th. The software giant reported $4.27 EPS for the quarter, topping analysts’ consensus estimates of $4.06 by $0.21. Microsoft had a net margin of 39.34% and a return on equity of 31.94%. The firm had revenue of $82.89 billion during the quarter, compared to analysts’ expectations of $81.44 billion. During the same period in the previous year, the company earned $3.46 EPS. The firm’s revenue for the quarter was up 18.3% compared to the same quarter last year. As a group, analysts expect that Microsoft Corporation will post 16.76 EPS for the current year.

Microsoft Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Thursday, August 20th will be issued a $0.91 dividend. This represents a $3.64 annualized dividend and a dividend yield of 1.0%. The ex-dividend date is Thursday, August 20th. Microsoft’s dividend payout ratio is presently 21.67%.

About Microsoft

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).