Microsoft Corporation $MSFT Shares Acquired by Surience Private Wealth LLC

Surience Private Wealth LLC increased its stake in Microsoft Corporation (NASDAQ:MSFT) by 677.5% in the first quarter, Holdings Channel reports. The institutional investor owned 7,402 shares of the software giant’s stock after acquiring an additional 6,450 shares during the quarter. Microsoft accounts for about 2.9% of Surience Private Wealth LLC’s portfolio, making the stock its 11th largest position. Surience Private Wealth LLC’s holdings in Microsoft were worth $2,740,000 as of its most recent SEC filing.

Other institutional investors have also recently added to or reduced their stakes in the company. Rochester Wealth Strategies LLC raised its stake in Microsoft by 2.9% during the third quarter. Rochester Wealth Strategies LLC now owns 700 shares of the software giant’s stock valued at $363,000 after buying an additional 20 shares in the last quarter. Longfellow Investment Management Co. LLC grew its position 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 worth $29,000 after acquiring an additional 20 shares in the last quarter. Shepherd Kaplan Krochuk LLC increased its holdings in shares of Microsoft by 4.9% in the 3rd quarter. Shepherd Kaplan Krochuk LLC now owns 431 shares of the software giant’s stock valued at $223,000 after acquiring an additional 20 shares during the last quarter. Fischer Investment Strategies LLC increased its holdings in shares of Microsoft by 3.1% in the 4th quarter. Fischer Investment Strategies LLC now owns 697 shares of the software giant’s stock valued at $337,000 after acquiring an additional 21 shares during the last quarter. Finally, Pollock Investment Advisors LLC raised its position in shares of Microsoft by 0.8% during the 3rd quarter. Pollock Investment Advisors LLC now owns 2,805 shares of the software giant’s stock valued at $1,453,000 after acquiring an additional 21 shares in the last quarter. 71.13% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

A number of research firms have commented on MSFT. DZ Bank reaffirmed a “buy” rating on shares of Microsoft in a report on Thursday, April 30th. The Goldman Sachs Group reissued a “buy” rating on shares of Microsoft in a report on Thursday, April 30th. Piper Sandler restated an “overweight” rating on shares of Microsoft in a research report on Tuesday, May 26th. TD Cowen restated a “buy” rating and issued a $540.00 price target on shares of Microsoft in a research report on Thursday, June 4th. Finally, Bank of America assumed coverage on shares of Microsoft in a report on Tuesday, March 24th. They issued a “buy” rating and a $500.00 price target for the company. Forty-one research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, Microsoft currently has a consensus rating of “Moderate Buy” and a consensus price target of $560.86.

Microsoft Stock Up 1.2%

MSFT opened at $373.02 on Wednesday. The stock’s 50 day moving average price is $408.34 and its 200 day moving average price is $419.37. The company has a debt-to-equity ratio of 0.08, a current ratio of 1.28 and a quick ratio of 1.27. The stock has a market cap of $2.77 trillion, a P/E ratio of 22.20, a P/E/G ratio of 1.33 and a beta of 1.11. Microsoft Corporation has a 12 month low of $349.20 and a 12 month high of $555.45.

Microsoft (NASDAQ:MSFT) last announced its quarterly earnings results on Wednesday, April 29th. The software giant reported $4.27 earnings per share (EPS) for the quarter, topping 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 firm posted $3.46 EPS. The firm’s quarterly revenue was up 18.3% on a year-over-year basis. As a group, research analysts predict that Microsoft Corporation will post 16.76 earnings per share for the current year.

Microsoft Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Thursday, August 20th will be given a $0.91 dividend. This represents a $3.64 dividend on an annualized basis and a yield of 1.0%. The ex-dividend date is Thursday, August 20th. Microsoft’s dividend payout ratio is currently 21.67%.

Insider Activity at Microsoft

In other Microsoft news, EVP Amy Coleman sold 1,262 shares of the firm’s stock in a transaction dated Thursday, May 14th. The shares were sold at an average price of $411.34, for a total transaction of $519,111.08. Following the transaction, the executive vice president owned 46,003 shares of the company’s stock, valued at approximately $18,922,874.02. This trade represents a 2.67% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Takeshi Numoto sold 4,500 shares of the business’s stock in a transaction dated Wednesday, June 10th. The stock was sold at an average price of $402.84, for a total transaction of $1,812,780.00. Following the sale, the executive vice president owned 47,468 shares in the company, valued at $19,122,009.12. This trade represents a 8.66% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 23,762 shares of company stock worth $10,508,361 in the last 90 days. Corporate insiders own 0.03% of the company’s stock.

Trending Headlines about Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Several reports highlighted continued strength in Microsoft’s Azure cloud and AI businesses, with bullish commentary saying demand remains robust and that the recent selloff may be creating a more attractive entry point. Article Title
• Positive Sentiment: Analysts and investors cited Microsoft’s security business as a potential growth driver, while recent partnership news and product integrations suggest the company is still expanding its enterprise ecosystem. Article Title
• Positive Sentiment: Some Wall Street coverage remained constructive, with firms such as Deutsche Bank and Erste Group lifting their outlooks, reinforcing the view that Microsoft’s long-term earnings power remains intact. Article Title
• Neutral Sentiment: Microsoft also announced product and ecosystem updates, including a new Marketplace listing and broader AI/security-related integrations, which are supportive but not likely to move the stock on their own. Article Title
• Neutral Sentiment: Several opinion pieces argued the stock may be oversold and could rebound, but these were largely valuation-driven commentary rather than new fundamental catalysts. Article Title
• Negative Sentiment: Microsoft is facing renewed scrutiny over AI spending, with multiple stories noting the stock’s sharp June decline as investors worry that massive AI capex is not translating into profits quickly enough. Article Title
• Negative Sentiment: Multiple law firms and reports flagged securities-fraud class actions tied to alleged misstatements about Copilot and Azure, adding legal uncertainty and potential headline risk. Article Title
• Negative Sentiment: Additional pressure came from reports of another round of job cuts and from antitrust attention in Europe, both of which can weigh on sentiment even if they help costs over time. Article Title

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).