Microsoft Corporation $MSFT is Shaker Investments LLC OH’s 5th Largest Position

Shaker Investments LLC OH raised its holdings in shares of Microsoft Corporation (NASDAQ:MSFT) by 28.9% in the 4th quarter, Holdings Channel.com reports. The institutional investor owned 21,121 shares of the software giant’s stock after acquiring an additional 4,737 shares during the period. Microsoft makes up about 4.2% of Shaker Investments LLC OH’s investment portfolio, making the stock its 5th largest position. Shaker Investments LLC OH’s holdings in Microsoft were worth $10,215,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in the business. IRON Financial LLC boosted its holdings in shares of Microsoft by 23.2% in the 3rd quarter. IRON Financial LLC now owns 6,510 shares of the software giant’s stock worth $3,372,000 after purchasing an additional 1,225 shares in the last quarter. PMG Family Office LLC purchased a new position in shares of Microsoft in the 3rd quarter worth about $828,000. Trifecta Capital Advisors LLC boosted its holdings in shares of Microsoft by 2.3% in the 3rd quarter. Trifecta Capital Advisors LLC now owns 70,175 shares of the software giant’s stock worth $36,347,000 after purchasing an additional 1,572 shares in the last quarter. TD Waterhouse Canada Inc. boosted its holdings in shares of Microsoft by 1.0% in the 3rd quarter. TD Waterhouse Canada Inc. now owns 949,901 shares of the software giant’s stock worth $493,860,000 after purchasing an additional 9,700 shares in the last quarter. Finally, Werba Rubin Papier Wealth Management boosted its holdings in Microsoft by 15.7% during the 4th quarter. Werba Rubin Papier Wealth Management now owns 12,492 shares of the software giant’s stock valued at $6,041,000 after acquiring an additional 1,698 shares during the period. 71.13% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity at Microsoft

In other news, EVP Amy Coleman sold 1,262 shares of the stock in a transaction that occurred on Thursday, May 14th. The stock was sold at an average price of $411.34, for a total value of $519,111.08. Following the completion of 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 sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Kathleen T. Hogan sold 12,321 shares of the stock in a transaction that occurred on Friday, March 6th. The stock was sold at an average price of $409.52, for a total value of $5,045,695.92. Following the completion of the transaction, the executive vice president directly owned 137,933 shares of the company’s stock, valued at $56,486,322.16. This represents a 8.20% decrease in their position. The disclosure for this sale is available in the SEC filing. 0.03% of the stock is currently owned by corporate insiders.

Microsoft Stock Down 0.8%

Shares of NASDAQ:MSFT opened at $412.67 on Thursday. Microsoft Corporation has a 52-week low of $356.28 and a 52-week high of $555.45. The firm has a market capitalization of $3.07 trillion, a P/E ratio of 24.56, a P/E/G ratio of 1.50 and a beta of 1.10. The stock has a 50 day moving average price of $400.37 and a 200-day moving average price of $435.01. The company has a debt-to-equity ratio of 0.08, a quick ratio of 1.27 and a current ratio of 1.28.

Microsoft (NASDAQ:MSFT) last announced its earnings results on Wednesday, April 29th. The software giant reported $4.27 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.06 by $0.21. Microsoft had a return on equity of 31.94% and a net margin of 39.34%.The firm had revenue of $82.89 billion during the quarter, compared to analyst estimates of $81.44 billion. During the same quarter in the prior year, the company earned $3.46 EPS. The business’s revenue was up 18.3% compared to the same quarter last year. As a group, equities research 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, June 11th. Stockholders of record on Thursday, May 21st will be given a $0.91 dividend. The ex-dividend date of this dividend is Thursday, May 21st. This represents a $3.64 annualized dividend and a dividend yield of 0.9%. Microsoft’s dividend payout ratio is currently 21.67%.

Analyst Upgrades and Downgrades

Several brokerages recently weighed in on MSFT. Wedbush restated an “outperform” rating and set a $575.00 target price on shares of Microsoft in a report on Wednesday, May 13th. Wells Fargo & Company increased their target price on Microsoft from $615.00 to $625.00 and gave the company an “overweight” rating in a report on Thursday, April 30th. Evercore dropped their target price on Microsoft from $580.00 to $510.00 and set an “outperform” rating for the company in a report on Thursday, April 30th. Dbs Bank dropped their target price on Microsoft from $678.00 to $573.00 in a report on Thursday, May 7th. Finally, Truist Financial dropped their target price on Microsoft from $675.00 to $575.00 and set a “buy” rating for the company in a report on Thursday, April 30th. Thirty-nine analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the stock. According to data from MarketBeat.com, Microsoft presently has a consensus rating of “Moderate Buy” and an average target price of $560.88.

Trending Headlines about Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: The biggest catalyst was a $9.7 billion Pentagon contract to consolidate Microsoft and other software licenses into one vehicle, which should streamline federal procurement and reinforce Microsoft’s government software footprint. Pentagon awards Microsoft $9.7 billion deal in bid to cut costs, end license sprawl
• Positive Sentiment: Multiple reports said HSBC sees Microsoft’s Anthropic partnership as potentially worth up to $43 billion in annual revenue by 2030, lifting optimism around Azure and Microsoft’s AI monetization path. Is Microsoft ditching OpenAI for Anthropic?
• Positive Sentiment: KeyBanc reiterated an Overweight rating, citing continued strength in Azure and Copilot, while other analyst notes argued Wall Street may be underestimating Microsoft’s AI revenue potential. KeyBanc Reiterates Overweight Rating on Microsoft (MSFT) on Azure and Copilot Growth
• Positive Sentiment: HP’s earnings beat, driven in part by the Windows 11 refresh cycle and AI PC demand, indirectly supports Microsoft by signaling healthy PC upgrade activity around its ecosystem. HP beats revenue, profit estimates as AI PC and Windows 11 refresh boost demand
• Neutral Sentiment: Several items were broadly supportive of Microsoft’s AI strategy, including partner integrations around Microsoft Marketplace, Microsoft Foundry, and Microsoft Dynamics 365, but these are more incremental ecosystem updates than major stock-moving events.
• Negative Sentiment: Some commentary focused on near-term concerns around Microsoft’s heavy AI infrastructure spending and rising compute costs, with a few pieces arguing the stock remains under pressure despite the earnings beat. Cost of Compute is Far Beyond the Costs of the Employees: Microsoft Stock (NASDAQ:MSFT) Slips as the Achilles Heel is Found
• Negative Sentiment: There were also reports that Dan Loeb’s Third Point exited Microsoft, which may add to investor caution even as longer-term AI enthusiasm remains intact. Billionaire Dan Loeb Cashed Out of Microsoft Stock. Shares Are Down 14.2% YTD.

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).