Rockefeller Capital Management L.P. Has $1.91 Billion Stock Holdings in Microsoft Corporation $MSFT

Rockefeller Capital Management L.P. boosted its holdings in Microsoft Corporation (NASDAQ:MSFT) by 3.9% in the fourth quarter, HoldingsChannel reports. The institutional investor owned 3,948,766 shares of the software giant’s stock after purchasing an additional 148,817 shares during the quarter. Microsoft makes up 3.4% of Rockefeller Capital Management L.P.’s portfolio, making the stock its 2nd largest position. Rockefeller Capital Management L.P.’s holdings in Microsoft were worth $1,909,703,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also bought and sold shares of the business. Osbon Capital Management LLC bought a new position in shares of Microsoft in the fourth quarter worth about $1,521,000. Lane Brothers & Co. Inc. purchased a new position in Microsoft in the 4th quarter worth approximately $1,903,000. Fund Advisors of America Inc FL bought a new position in Microsoft in the 4th quarter worth approximately $2,452,000. Demming Financial Services Corp ADV purchased a new stake in Microsoft during the 4th quarter valued at approximately $364,000. Finally, Farmers National Bank grew its holdings in Microsoft by 3.5% during the 4th quarter. Farmers National Bank now owns 52,455 shares of the software giant’s stock valued at $25,368,000 after buying an additional 1,777 shares in the last quarter. 71.13% of the stock is owned by institutional investors.

Analysts Set New Price Targets

Several equities analysts have recently commented on MSFT shares. Dbs Bank lowered their target price on shares of Microsoft from $678.00 to $573.00 in a report on Thursday, May 7th. Tigress Financial boosted their price target on shares of Microsoft from $595.00 to $680.00 and gave the stock a “buy” rating in a research note on Wednesday, May 6th. Weiss Ratings downgraded shares of Microsoft from a “buy (b-)” rating to a “hold (c+)” rating in a report on Tuesday, March 24th. TD Cowen reaffirmed a “buy” rating and issued a $540.00 target price on shares of Microsoft in a report on Thursday, June 4th. Finally, Rothschild & Co Redburn cut their price target on Microsoft from $450.00 to $400.00 and set a “neutral” rating for the company in a report on Thursday, April 23rd. Forty-one investment analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $561.20.

Insider Activity at Microsoft

In other Microsoft news, EVP Takeshi Numoto sold 4,500 shares of the business’s stock in a transaction dated 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 completion of the sale, 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 position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Amy Coleman sold 1,262 shares of the business’s stock in a transaction that occurred on Thursday, May 14th. The shares were sold at an average price of $411.34, for a total value of $519,111.08. Following the completion of the sale, the executive vice president owned 46,003 shares of the company’s stock, valued at $18,922,874.02. The trade was a 2.67% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 23,762 shares of company stock worth $10,508,361 in the last 90 days. 0.03% of the stock is owned by corporate insiders.

Microsoft Stock Up 1.8%

NASDAQ MSFT opened at $373.94 on Wednesday. The company has a quick ratio of 1.27, a current ratio of 1.28 and a debt-to-equity ratio of 0.08. 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 $2.78 trillion, a price-to-earnings ratio of 22.26, a PEG ratio of 1.32 and a beta of 1.11. The company has a fifty day moving average of $412.32 and a two-hundred day moving average of $423.55.

Microsoft (NASDAQ:MSFT) last announced its earnings results 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 business had revenue of $82.89 billion for the quarter, compared to the consensus estimate of $81.44 billion. Microsoft had a net margin of 39.34% and a return on equity of 31.94%. The business’s revenue for the quarter was up 18.3% on a year-over-year basis. During the same quarter in the prior year, the firm posted $3.46 earnings per share. On average, analysts predict that Microsoft Corporation will post 16.76 earnings per share for the current year.

Microsoft Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Thursday, August 20th will be given a dividend of $0.91 per share. This represents a $3.64 annualized dividend and a dividend yield of 1.0%. The ex-dividend date is Thursday, August 20th. Microsoft’s dividend payout ratio (DPR) is 21.67%.

Key Headlines Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft announced a 20-year power agreement with Chevron for Project Kilby, a 2.67-gigawatt natural-gas-powered data center in West Texas. The deal underscores Microsoft’s commitment to expanding AI/cloud capacity and helps secure long-term electricity for its growing data center needs. Article: Chevron signs power supply deal with Microsoft for Texas data center
• Positive Sentiment: Several articles argue Microsoft’s selloff has made the stock attractive, citing history that suggests a rebound and pointing to still-strong AI and cloud fundamentals. These pieces may be encouraging bargain hunters and long-term investors. Article: History Suggests a Rebound Ahead, Says Top Investor About Microsoft Stock
• Positive Sentiment: Microsoft is also being highlighted for new AI banking connections and deeper enterprise AI integrations, reinforcing the idea that its AI monetization story is still progressing. Article: Microsoft Stock (NASDAQ:MSFT) Notches Up With New AI Banking Connections
• Neutral Sentiment: Market commentary around Satya Nadella’s remarks suggests Microsoft wants broader, cheaper, and more trusted AI rather than a winner-take-all model race. That may help the company strategically, but it is more of a long-term positioning story than an immediate stock catalyst. Article: Why Microsoft Needs to Carve its Own AI Path
• Negative Sentiment: Microsoft is facing fresh securities class action/lawsuit headlines tied to alleged disclosures about Copilot and Azure. Even if the legal impact is uncertain, this adds an overhang for investors. Article: Class Action Lawsuit Has Been Filed Against Microsoft Corporation
• Negative Sentiment: Bearish notes continue to question whether Microsoft’s best growth days are behind it, and some analysts are keeping a cautious stance despite the lower valuation. That skepticism can limit upside in the near term. Article: Microsoft: The Best Days Are Behind It

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).