Saxon Interests Inc. Has $6.65 Million Stock Holdings in Microsoft Corporation $MSFT

Saxon Interests Inc. boosted its holdings in Microsoft Corporation (NASDAQ:MSFT) by 11.7% during the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 17,967 shares of the software giant’s stock after buying an additional 1,882 shares during the quarter. Microsoft makes up 2.3% of Saxon Interests Inc.’s holdings, making the stock its 8th biggest holding. Saxon Interests Inc.’s holdings in Microsoft were worth $6,651,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Longfellow Investment Management Co. LLC increased its position in Microsoft by 51.3% during the 2nd quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant’s stock worth $29,000 after purchasing an additional 20 shares in the last quarter. Shepherd Kaplan Krochuk LLC boosted its position in Microsoft by 4.9% in the third quarter. Shepherd Kaplan Krochuk LLC now owns 431 shares of the software giant’s stock valued at $223,000 after buying an additional 20 shares in the last quarter. Fischer Investment Strategies LLC boosted its position in Microsoft by 3.1% in the fourth quarter. Fischer Investment Strategies LLC now owns 697 shares of the software giant’s stock valued at $337,000 after buying an additional 21 shares in the last quarter. Pollock Investment Advisors LLC grew its stake in shares of Microsoft by 0.8% during the third quarter. Pollock Investment Advisors LLC now owns 2,805 shares of the software giant’s stock worth $1,453,000 after buying an additional 21 shares during the last quarter. Finally, Better Money Decisions LLC grew its stake in shares of Microsoft by 0.6% during the second quarter. Better Money Decisions LLC now owns 3,498 shares of the software giant’s stock worth $1,740,000 after buying an additional 21 shares during the last quarter. Institutional investors own 71.13% of the company’s stock.

Insider Transactions at Microsoft

In other Microsoft news, EVP Takeshi Numoto sold 4,500 shares of the stock in a transaction that occurred on Wednesday, June 10th. The shares were sold at an average price of $402.84, for a total transaction of $1,812,780.00. Following the completion of the sale, the executive vice president owned 47,468 shares of the company’s stock, valued at approximately $19,122,009.12. This represents a 8.66% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CEO Judson Althoff sold 15,500 shares of the stock in a transaction that occurred on Monday, June 1st. The shares were sold at an average price of $460.99, for a total transaction of $7,145,345.00. Following the sale, the chief executive officer directly owned 110,477 shares of the company’s stock, valued at $50,928,792.23. This represents a 12.30% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 23,762 shares of company stock worth $10,508,361 over the last ninety days. 0.03% of the stock is owned by insiders.

Microsoft Stock Performance

NASDAQ MSFT opened at $397.75 on Wednesday. The company has a market capitalization of $2.95 trillion, a price-to-earnings ratio of 23.68, a PEG ratio of 1.20 and a beta of 1.13. Microsoft Corporation has a twelve month low of $349.20 and a twelve month high of $555.45. The stock has a fifty day simple moving average of $399.87 and a 200 day simple moving average of $409.57. 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 (NASDAQ:MSFT) last announced its earnings results on Wednesday, April 29th. The software giant reported $4.27 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 for the quarter, compared to the consensus estimate of $81.44 billion. During the same period in the previous year, the business earned $3.46 EPS. The business’s quarterly revenue was up 18.3% compared to the same quarter last year. Sell-side analysts expect that Microsoft Corporation will post 16.71 EPS for the current year.

Microsoft Announces Dividend

The business also recently disclosed 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 dividend on an annualized basis and a dividend yield of 0.9%. The ex-dividend date is Thursday, August 20th. Microsoft’s dividend payout ratio (DPR) is 21.67%.

Microsoft News Summary

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft expanded its strategic partnership with Mistral AI to strengthen Europe-focused AI infrastructure and bring Mistral models deeper into Microsoft’s cloud and AI platforms, reinforcing its long-term AI growth story. Reuters article on Microsoft funding Mistral’s European AI expansion
• Positive Sentiment: Morgan Stanley turned constructive on Microsoft, saying sentiment on software stocks has become too negative and assigning MSFT an Overweight rating with a $600 price target. Investopedia article on Morgan Stanley software picks
• Positive Sentiment: Analysts and market commentators say Microsoft could be undervalued heading into earnings, with several pieces arguing the stock may be a bargain if Azure growth and AI execution improve. TipRanks article on Microsoft as a bargain ahead of earnings
• Neutral Sentiment: Microsoft is scheduled to report fiscal Q4 results on July 29, and investors are focusing on Azure growth, AI spending, and Copilot adoption as the key questions for the call. Proactive Investors article on Microsoft earnings and Azure growth
• Neutral Sentiment: Microsoft’s expanded AI deal with AMD also supports the bull case for Azure infrastructure, but it underscores that Microsoft is still spending heavily to secure future AI capacity rather than immediately harvesting profits. Proactive Investors article on Microsoft expanding AMD partnership
• Negative Sentiment: Multiple law firms issued fresh class-action reminders tied to Microsoft’s alleged AI misstatements, keeping legal risk in the spotlight and adding pressure on sentiment. Pomerantz class-action alert for Microsoft investors
• Negative Sentiment: Headlines about a securities fraud lawsuit and allegations that Microsoft overstated Copilot functionality may weigh on the stock by reinforcing concerns around AI execution and disclosure. PR Newswire lawsuit notice on Microsoft Copilot functionality

Analyst Ratings Changes

MSFT has been the subject of a number of research reports. Sanford C. Bernstein cut Microsoft from an “outperform” rating to a “hold” rating in a research note on Monday, July 6th. CLSA assumed coverage on Microsoft in a research report on Monday. They set an “outperform” rating and a $535.00 price objective on the stock. Truist Financial lowered 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. The Goldman Sachs Group reiterated a “buy” rating on shares of Microsoft in a research report on Thursday, April 30th. Finally, Tigress Financial lifted their price target on Microsoft from $595.00 to $680.00 and gave the company a “buy” rating in a research note on Wednesday, May 6th. Forty-two investment analysts have rated the stock with a Buy rating and seven have given a Hold rating to the stock. According to MarketBeat.com, Microsoft currently has a consensus rating of “Moderate Buy” and an average target price of $556.37.

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).