Summitry LLC Grows Stock Holdings in Microsoft Corporation $MSFT

Summitry LLC grew its position in Microsoft Corporation (NASDAQ:MSFT) by 38.9% in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 214,462 shares of the software giant’s stock after buying an additional 60,042 shares during the quarter. Microsoft accounts for about 2.8% of Summitry LLC’s portfolio, making the stock its 7th largest holding. Summitry LLC’s holdings in Microsoft were worth $79,388,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Longfellow Investment Management Co. LLC boosted its holdings in shares of Microsoft by 51.3% in the 2nd quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant’s stock valued at $29,000 after purchasing an additional 20 shares in the last quarter. Bernzott Capital Advisors bought a new position in shares of Microsoft in the 4th quarter valued at $34,000. Timmons Wealth Management LLC acquired a new position in shares of Microsoft during the 4th quarter worth $36,000. Fairway Wealth LLC lifted its position in shares of Microsoft by 287.0% during the 4th quarter. Fairway Wealth LLC now owns 89 shares of the software giant’s stock worth $43,000 after buying an additional 66 shares during the last quarter. Finally, University of Illinois Foundation bought a new stake in shares of Microsoft during the 2nd quarter worth $50,000. Institutional investors own 71.13% of the company’s stock.

Wall Street Analyst Weigh In

MSFT has been the topic of a number of recent analyst reports. Wells Fargo & Company lifted their target price on Microsoft from $650.00 to $700.00 and gave the company an “overweight” rating in a research report on Wednesday, August 12th. Truist Financial reissued a “buy” rating and issued a $575.00 target price on shares of Microsoft in a report on Wednesday, July 22nd. BNP Paribas Exane reduced their price target on shares of Microsoft from $556.00 to $555.00 and set an “outperform” rating on the stock in a research note on Friday, May 1st. DZ Bank reaffirmed a “buy” rating on shares of Microsoft in a report on Thursday, April 30th. Finally, Sanford C. Bernstein set a $660.00 price objective on shares of Microsoft in a research report on Monday, August 10th. Forty-two analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $560.27.

More Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Analysts continue to highlight Microsoft’s Azure expansion, accelerating Microsoft 365 Copilot adoption, and the company’s ability to sustain double-digit earnings growth. Microsoft’s latest quarter also exceeded expectations, with revenue of approximately $90 billion and earnings growth supported by Azure. Microsoft’s Cloud Gains Can Sustain Double-Digit Earnings Growth
• Positive Sentiment: JPMorgan raised its Microsoft price target to $625, citing stronger Copilot demand and accelerating infrastructure investment. Other analysts remain bullish, with a six-month median target near $540, reinforcing investor confidence in Microsoft’s long-term AI positioning. JPMorgan Raises Microsoft Price Target
• Positive Sentiment: Microsoft is combining its consumer and enterprise Copilot applications into a unified platform, potentially improving distribution, user engagement, and monetization as it competes with ChatGPT, Gemini, and Claude. Microsoft Unifies Copilot Applications
• Neutral Sentiment: Microsoft approved the first AI data-center deployment under its $9.7 billion agreement with IREN, supporting Azure capacity expansion. The deal improves supply visibility but also underscores Microsoft’s substantial capital requirements. IREN Delivers First AI Cloud Deployment
• Negative Sentiment: Investors remain concerned that Microsoft’s roughly $175 billion AI infrastructure spending plan could pressure free cash flow and cloud margins. A reported decline in cloud gross margin and higher data-center, chip, electricity, and labor costs raise questions about how much of the company’s large AI backlog will translate into profit. Microsoft’s AI Backlog and Profitability Concerns
• Negative Sentiment: Reports that Microsoft has closed at least 15 China offices and joint ventures add geopolitical and operational uncertainty, although Azure reportedly provides a profitable reason to retain a limited China presence. Microsoft Retreats in China

Microsoft Price Performance

Microsoft stock opened at $495.40 on Monday. The stock has a 50-day moving average price of $411.27 and a two-hundred day moving average price of $408.06. Microsoft Corporation has a 12 month low of $349.20 and a 12 month high of $553.72. The company has a market capitalization of $3.68 trillion, a PE ratio of 27.58, a P/E/G ratio of 1.59 and a beta of 1.10. The company has a current ratio of 1.23, a quick ratio of 1.22 and a debt-to-equity ratio of 0.07.

Microsoft (NASDAQ:MSFT) last released its quarterly earnings data on Wednesday, July 29th. The software giant reported $4.74 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.24 by $0.50. Microsoft had a return on equity of 31.98% and a net margin of 40.31%.The company had revenue of $90.01 billion during the quarter, compared to the consensus estimate of $87.62 billion. During the same quarter in the prior year, the firm posted $3.65 earnings per share. The firm’s revenue was up 17.7% compared to the same quarter last year. Analysts expect that Microsoft Corporation will post 19.59 EPS for the current year.

Microsoft Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Thursday, August 20th will be given a $0.91 dividend. This represents a $3.64 annualized dividend and a yield of 0.7%. The ex-dividend date is Thursday, August 20th. Microsoft’s dividend payout ratio is 20.27%.

Insiders Place Their Bets

In related news, CEO Judson Althoff sold 15,500 shares of the stock in a transaction on 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 directly owned 110,477 shares in the company, valued at $50,928,792.23. This represents a 12.30% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, EVP Takeshi Numoto sold 4,810 shares of the firm’s stock in a transaction on Tuesday, August 4th. The stock was sold at an average price of $496.48, for a total value of $2,388,068.80. Following the transaction, the executive vice president directly owned 42,677 shares of the company’s stock, valued at approximately $21,188,276.96. This represents a 10.13% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 37,310 shares of company stock worth $17,256,219. 0.03% of the stock is owned by company insiders.

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).