Microsoft Corporation $MSFT Position Raised by My Personal CFO LLC

My Personal CFO LLC boosted its holdings in shares of Microsoft Corporation (NASDAQ:MSFT) by 4.1% in the 1st quarter, according to its most recent Form 13F filing with the SEC. The firm owned 48,223 shares of the software giant’s stock after buying an additional 1,903 shares during the period. Microsoft makes up about 7.8% of My Personal CFO LLC’s holdings, making the stock its 2nd largest holding. My Personal CFO LLC’s holdings in Microsoft were worth $17,851,000 at the end of the most recent quarter.

A number of other institutional investors have also added to or reduced their stakes in the business. Norges Bank purchased a new stake in Microsoft in the fourth quarter valued at approximately $50,664,631,000. Auto Owners Insurance Co grew 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 buying an additional 60,009,531 shares in the last quarter. Nuveen LLC bought a new position in shares of Microsoft in the 1st quarter worth $18,733,827,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its holdings in shares of Microsoft by 500.0% in 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 buying an additional 49,618,571 shares during the last quarter. Finally, Laurel Wealth Advisors LLC raised its position 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 valued at $14,905,904,000 after buying an additional 29,906,791 shares in the last quarter. 71.13% of the stock is currently owned by institutional investors.

Microsoft Trading Up 1.4%

Shares of NASDAQ:MSFT traded up $5.43 on Tuesday, reaching $392.17. 4,549,209 shares of the company traded hands, compared to its average volume of 37,726,043. The business’s 50-day simple moving average is $406.14 and its 200 day simple moving average is $417.46. Microsoft Corporation has a 52 week low of $349.20 and a 52 week high of $555.45. The stock has a market capitalization of $2.91 trillion, a P/E ratio of 23.35, a price-to-earnings-growth ratio of 1.22 and a beta of 1.13. The company has a current ratio of 1.28, a quick ratio of 1.27 and a debt-to-equity ratio of 0.08.

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

Microsoft Announces Dividend

The company also recently announced 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. The ex-dividend date is Thursday, August 20th. This represents a $3.64 annualized dividend and a dividend yield of 0.9%. Microsoft’s dividend payout ratio (DPR) is currently 21.67%.

Analyst Upgrades and Downgrades

MSFT has been the subject of a number of research analyst reports. HSBC dropped their price objective on shares of Microsoft from $593.00 to $571.00 in a report on Thursday, April 30th. Rothschild & Co Redburn dropped their price target on Microsoft from $450.00 to $400.00 and set a “neutral” rating for the company in a research note on Thursday, April 23rd. China Renaissance reduced their price objective on Microsoft from $630.00 to $550.00 and set a “buy” rating on the stock in a research report on Monday, May 4th. Weiss Ratings cut Microsoft from a “buy (b-)” rating to a “hold (c+)” rating in a report on Tuesday, March 24th. Finally, DZ Bank restated a “buy” rating on shares of Microsoft in a research report on Thursday, April 30th. Forty research analysts have rated the stock with a Buy rating and seven have given a Hold rating to the company. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $560.75.

Insider Transactions at Microsoft

In related news, EVP Takeshi Numoto sold 4,500 shares of Microsoft stock in a transaction on Wednesday, June 10th. The shares were sold at an average price of $402.84, for a total value of $1,812,780.00. Following the transaction, the executive vice president directly owned 47,468 shares of the company’s stock, valued at $19,122,009.12. The trade was a 8.66% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, CEO Judson Althoff sold 15,500 shares of the company’s stock in a transaction on Monday, June 1st. The shares were sold at an average price of $460.99, for a total transaction of $7,145,345.00. Following the sale, the chief executive officer owned 110,477 shares of the company’s stock, valued at $50,928,792.23. This represents a 12.30% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 23,762 shares of company stock worth $10,508,361. Insiders own 0.03% of the company’s stock.

Microsoft News Summary

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: DA Davidson reiterated a Buy rating and a $550 price target on Microsoft, suggesting meaningful upside from current levels. Benzinga article
• Positive Sentiment: Multiple reports said Azure cloud growth remains strong and Microsoft’s AI business is still expanding, with analysts highlighting cloud share gains and AI monetization as key drivers for a future rebound. Blockonomi article
• Positive Sentiment: Several bullish pieces argued Microsoft may be one of the most mispriced AI stocks, pointing to its large OpenAI stake, strong enterprise demand, and the potential for Copilot and “orchestration” tools to become more lucrative over time. Barron’s article
• Neutral Sentiment: Microsoft also drew attention for a new AI-focused business unit and for merging its consumer and enterprise Copilot apps, which could improve product clarity but is still in the execution phase. Motley Fool article
• Negative Sentiment: Microsoft said it is cutting about 4,800 jobs globally, with roughly 3,200 roles hit in Xbox, signaling a broad restructuring and raising concerns about weaker gaming economics. Reuters article
• Negative Sentiment: Investors are also reacting to a securities fraud class action tied to alleged Copilot and Azure disclosure issues, adding legal overhang after prior stock weakness. PR Newswire article

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).