Lummis Asset Management LP Acquires 16,938 Shares of Microsoft Corporation $MSFT

Lummis Asset Management LP increased its holdings in shares of Microsoft Corporation (NASDAQ:MSFT) by 106.7% during the 4th quarter, Holdings Channel.com reports. The fund owned 32,814 shares of the software giant’s stock after acquiring an additional 16,938 shares during the period. Microsoft accounts for about 9.6% of Lummis Asset Management LP’s portfolio, making the stock its largest position. Lummis Asset Management LP’s holdings in Microsoft were worth $15,870,000 as of its most recent filing with the SEC.

Other institutional investors have also made changes to their positions in the company. Weaver Consulting Group raised its holdings in shares of Microsoft by 0.9% in the 4th quarter. Weaver Consulting Group now owns 15,544 shares of the software giant’s stock worth $7,517,000 after buying an additional 138 shares in the last quarter. SBI Okasan Asset Management Co.Ltd. acquired a new position in shares of Microsoft in the 4th quarter worth approximately $13,022,000. United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund raised its holdings in shares of Microsoft by 188.6% in the 4th quarter. United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund now owns 1,691,966 shares of the software giant’s stock worth $818,269,000 after buying an additional 1,105,773 shares in the last quarter. Northwestern Mutual Wealth Management Co. raised its holdings in shares of Microsoft by 3.8% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 2,015,858 shares of the software giant’s stock worth $974,909,000 after buying an additional 73,413 shares in the last quarter. Finally, Jupiter Asset Management Ltd. raised its holdings in shares of Microsoft by 4.2% in the 4th quarter. Jupiter Asset Management Ltd. now owns 769,651 shares of the software giant’s stock worth $372,219,000 after buying an additional 31,134 shares in the last quarter. 71.13% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft won a major healthcare AI win, with NHS England planning a rollout of Microsoft 365 Copilot to 505,000 clinicians and staff. The deal could expand recurring Copilot adoption and reinforces Microsoft’s AI monetization story. Article Title
• Positive Sentiment: Analysts pointed to fresh support for Azure and Microsoft’s broader AI cloud business, including commentary that rising AI infrastructure demand could boost cloud upside and longer-term earnings growth. Article Title
• Positive Sentiment: Microsoft also received positive coverage around its AI strategy, with articles highlighting its agentic AI ambitions and Citi reaffirming a Buy rating with a $620 price target, signaling continued Wall Street confidence. Article Title
• Neutral Sentiment: Microsoft’s open-source GitHub projects were reportedly compromised by hackers trying to steal AI developer logins, which is a security concern but not yet a clear direct financial hit. Article Title
• Neutral Sentiment: Several pieces discussed Microsoft’s long-term AI position, OpenAI relationship, and stock valuation, but these were mostly commentary rather than new business updates. Article Title
• Negative Sentiment: Microsoft stock is also facing pressure from reports that it is “sinking” despite some positive news, reflecting investor caution after recent gains and a broader rotation away from mega-cap tech. Article Title
• Negative Sentiment: Short-interest data and hedge-fund activity added to the cautious tone, with articles noting Microsoft has been a recent target of heavy debate and that David Tepper sold most of Appaloosa’s Microsoft position. Article Title

Insider Buying and Selling at Microsoft

In other Microsoft news, EVP Amy Coleman sold 1,262 shares of the company’s stock in a transaction on Thursday, May 14th. The stock was sold at an average price of $411.34, for a total transaction of $519,111.08. Following the transaction, the executive vice president owned 46,003 shares of the company’s stock, valued at approximately $18,922,874.02. This represents a 2.67% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Judson Althoff sold 15,500 shares of Microsoft stock in a transaction dated Monday, June 1st. The stock was sold at an average price of $460.99, for a total value of $7,145,345.00. Following the completion of the sale, the chief executive officer owned 110,477 shares of the company’s stock, valued at approximately $50,928,792.23. The trade was a 12.30% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 0.03% of the stock is currently owned by corporate insiders.

Analyst Ratings Changes

MSFT has been the topic of several recent analyst reports. Raymond James Financial downgraded shares of Microsoft from a “market perform” rating to a “market perform” rating in a research note on Tuesday, May 5th. Scotiabank reduced their target price on shares of Microsoft from $600.00 to $550.00 and set an “outperform” rating on the stock in a research note on Thursday, April 30th. UBS Group restated a “buy” rating on shares of Microsoft in a research note on Friday, April 24th. Mizuho dropped their price objective on shares of Microsoft from $620.00 to $515.00 and set an “outperform” rating for the company in a report on Tuesday, April 14th. Finally, Oppenheimer reaffirmed an “outperform” rating and set a $515.00 price objective (down from $630.00) on shares of Microsoft in a report on Monday, April 27th. Forty-one research analysts have rated the stock with a Buy rating and six have issued a Hold rating to the stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $561.20.

Microsoft Trading Down 2.0%

MSFT opened at $403.41 on Wednesday. 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 stock has a market capitalization of $3.00 trillion, a PE ratio of 24.01, a PEG ratio of 1.48 and a beta of 1.11. Microsoft Corporation has a 1-year low of $356.28 and a 1-year high of $555.45. The firm has a 50-day moving average price of $409.48 and a two-hundred day moving average price of $430.37.

Microsoft (NASDAQ:MSFT) last posted its quarterly earnings data on Wednesday, April 29th. The software giant reported $4.27 earnings per share for the quarter, beating the consensus estimate of $4.06 by $0.21. The firm had revenue of $82.89 billion during the quarter, compared to analysts’ expectations of $81.44 billion. Microsoft had a net margin of 39.34% and a return on equity of 31.94%. The company’s quarterly revenue was up 18.3% compared to the same quarter last year. During the same quarter last year, the company posted $3.46 EPS. As a group, equities analysts anticipate that Microsoft Corporation will post 16.76 earnings per share for the current fiscal year.

Microsoft Company 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).