Kozak & Associates Inc. trimmed its stake in Microsoft Corporation (NASDAQ:MSFT – Free Report) by 5.5% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 50,725 shares of the software giant’s stock after selling 2,945 shares during the period. Microsoft accounts for approximately 4.9% of Kozak & Associates Inc.’s holdings, making the stock its 9th largest position. Kozak & Associates Inc.’s holdings in Microsoft were worth $25,743,000 as of its most recent SEC filing.
Several other institutional investors and hedge funds also recently bought and sold shares of the stock. AlphaQuest LLC increased its holdings in Microsoft by 5.9% in the 2nd quarter. AlphaQuest LLC now owns 342 shares of the software giant’s stock worth $170,000 after acquiring an additional 19 shares in the last quarter. BLVD Private Wealth LLC lifted its holdings in Microsoft by 0.6% during the third quarter. BLVD Private Wealth LLC now owns 3,169 shares of the software giant’s stock valued at $1,641,000 after purchasing an additional 19 shares in the last quarter. Foundation Wealth Management LLC PA boosted its position in shares of Microsoft by 1.6% in the second quarter. Foundation Wealth Management LLC PA now owns 1,276 shares of the software giant’s stock worth $635,000 after purchasing an additional 20 shares during the period. Magnolia Capital Management Ltd. increased its stake in shares of Microsoft by 0.3% in the third quarter. Magnolia Capital Management Ltd. now owns 6,509 shares of the software giant’s stock worth $3,371,000 after purchasing an additional 20 shares in the last quarter. Finally, ARK & TLK Investments LLC raised its position in shares of Microsoft by 1.0% during the 3rd quarter. ARK & TLK Investments LLC now owns 1,935 shares of the software giant’s stock valued at $1,002,000 after purchasing an additional 20 shares during the period. 71.13% of the stock is currently owned by hedge funds and other institutional investors.
More Microsoft News
Here are the key news stories impacting Microsoft this week:
- Positive Sentiment: Management unifies commercial and consumer Copilot teams to create a single Copilot product roadmap and experience; Jacob Andreou will lead Copilot work while Mustafa Suleyman shifts toward model research — a move investors view as improving focus and speeding product coherence/adoption. Microsoft unifies Copilot commercial and consumer product teams in unit rejig
- Positive Sentiment: Microsoft Research collaborates on a MicroLED-powered Active Optical Cable design with MediaTek to improve data‑center power efficiency — a technology that could lower operating costs for large-scale AI infrastructure over time. MediaTek Develops Active Optical Cable Technology with Microsoft Research
- Positive Sentiment: Microsoft is named as a collaborator in large AI compute deployments (Nscale’s West Virginia AI campus), reinforcing demand for Azure and cloud services tied to AI GPU capacity. That supports long‑run cloud revenue upside. Nscale and Microsoft Announce Collaboration with NVIDIA and Caterpillar
- Neutral Sentiment: Microsoft reports progress on healthcare AI (MAI-DxO) with strong diagnostic results in testing; promising for long-term TAM but commercial and regulatory paths remain uncertain. Microsoft Pushes Toward ‘Medical Superintelligence’ in Healthcare
- Neutral Sentiment: Broader tech competition in quantum computing intensifies (IBM ramping hybrid quantum-classical work); Microsoft is active in quantum but the landscape remains long‑term and uncertain. The New Threat IBM’s Quantum Computing Research Poses to D-Wave
- Negative Sentiment: Security concern: reporting suggests Microsoft Intune tooling may have been used in an attack on Stryker — raises questions about enterprise security controls and could spur customer scrutiny or contract risk if such incidents scale. Microsoft Stock (NASDAQ:MSFT) Slips, Intune Tool May Have Been Used Against Stryker
Microsoft Trading Down 0.1%
Microsoft (NASDAQ:MSFT – Get Free Report) last announced its quarterly earnings results on Wednesday, January 28th. The software giant reported $4.14 EPS for the quarter, beating analysts’ consensus estimates of $3.86 by $0.28. Microsoft had a return on equity of 32.34% and a net margin of 39.04%.The company had revenue of $81.27 billion during the quarter, compared to analyst estimates of $80.28 billion. During the same period in the prior year, the company earned $3.23 earnings per share. The firm’s revenue was up 16.7% on a year-over-year basis. Equities research analysts predict that Microsoft Corporation will post 13.08 EPS for the current fiscal year.
Microsoft Dividend Announcement
The firm also recently announced a quarterly dividend, which will be paid on Thursday, June 11th. Investors of record on Thursday, May 21st will be issued a $0.91 dividend. The ex-dividend date of this dividend is Thursday, May 21st. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.9%. Microsoft’s dividend payout ratio (DPR) is 22.76%.
Insider Buying and Selling at Microsoft
In other Microsoft news, Director John W. Stanton acquired 5,000 shares of the company’s stock in a transaction on Wednesday, February 18th. The stock was acquired at an average cost of $397.35 per share, with a total value of $1,986,750.00. Following the purchase, the director directly owned 83,905 shares of the company’s stock, valued at approximately $33,339,651.75. This represents a 6.34% increase in their position. The purchase was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, EVP Kathleen T. Hogan sold 12,321 shares of the business’s stock in a transaction dated Friday, March 6th. The stock was sold at an average price of $409.52, for a total transaction of $5,045,695.92. Following the completion of the sale, the executive vice president owned 137,933 shares in the company, valued at approximately $56,486,322.16. This trade represents a 8.20% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders own 0.03% of the company’s stock.
Wall Street Analyst Weigh In
A number of equities research analysts have issued reports on MSFT shares. Jefferies Financial Group reiterated a “buy” rating on shares of Microsoft in a research note on Thursday, March 5th. Oppenheimer reaffirmed an “outperform” rating on shares of Microsoft in a research note on Thursday, January 29th. BMO Capital Markets decreased their target price on Microsoft from $625.00 to $575.00 and set an “outperform” rating on the stock in a research note on Thursday, January 29th. Bank of America lowered their price target on Microsoft from $640.00 to $520.00 and set a “buy” rating on the stock in a report on Monday, January 26th. Finally, Guggenheim restated a “buy” rating and issued a $586.00 price target on shares of Microsoft in a research note on Thursday, January 22nd. Two equities research analysts have rated the stock with a Strong Buy rating, forty have assigned a Buy rating and four have assigned a Hold rating to the company. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $591.95.
Get Our Latest Stock Report on MSFT
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).
See Also
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