Jupiter Asset Management Ltd. Purchases 31,134 Shares of Microsoft Corporation $MSFT

Jupiter Asset Management Ltd. lifted its position in Microsoft Corporation (NASDAQ:MSFT) by 4.2% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 769,651 shares of the software giant’s stock after acquiring an additional 31,134 shares during the quarter. Microsoft makes up approximately 3.0% of Jupiter Asset Management Ltd.’s portfolio, making the stock its 3rd largest position. Jupiter Asset Management Ltd.’s holdings in Microsoft were worth $372,219,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Longfellow Investment Management Co. LLC increased its position in shares of Microsoft by 51.3% during the second quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant’s stock valued at $29,000 after acquiring an additional 20 shares during the last quarter. Bernzott Capital Advisors purchased a new stake in shares of Microsoft during the 4th quarter valued at $34,000. Fairway Wealth LLC raised its stake in shares of Microsoft by 287.0% during the 4th quarter. Fairway Wealth LLC now owns 89 shares of the software giant’s stock worth $43,000 after purchasing an additional 66 shares during the period. LSV Asset Management purchased a new position in shares of Microsoft in the 4th quarter worth about $44,000. Finally, Sellwood Investment Partners LLC bought a new position in Microsoft during the third quarter valued at about $49,000. 71.13% of the stock is currently owned by hedge funds and other institutional investors.

Microsoft Stock Performance

Microsoft stock opened at $403.41 on Wednesday. The stock’s 50 day simple moving average is $409.48 and its two-hundred day simple moving average is $430.37. Microsoft Corporation has a fifty-two week low of $356.28 and a fifty-two week high of $555.45. The stock has a market cap of $3.00 trillion, a price-to-earnings ratio of 24.01, a PEG ratio of 1.48 and a beta of 1.11. 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 quarterly 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 net margin of 39.34% and a return on equity of 31.94%. The business had revenue of $82.89 billion for the quarter, compared to analysts’ expectations of $81.44 billion. During the same quarter in the previous year, the company earned $3.46 EPS. The business’s quarterly revenue was up 18.3% compared to the same quarter last year. As a group, analysts expect that Microsoft Corporation will post 16.76 earnings per share for the current fiscal year.

Analysts Set New Price Targets

A number of research analysts have recently weighed in on MSFT shares. New Street Research reduced their target price on shares of Microsoft from $675.00 to $600.00 and set a “buy” rating for the company in a research report on Thursday, April 30th. President Capital raised their target price on Microsoft from $500.00 to $520.00 and gave the stock a “buy” rating in a research report on Thursday, April 30th. Truist Financial dropped their price target on Microsoft from $675.00 to $575.00 and set a “buy” rating on the stock in a research report on Thursday, April 30th. Phillip Securities raised shares of Microsoft to a “buy” rating and set a $485.00 price objective for the company in a report on Wednesday, May 13th. Finally, Robert W. Baird lowered their price target on shares of Microsoft from $540.00 to $500.00 and set an “outperform” rating on the stock in a report on Wednesday, April 15th. Forty-one research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $561.20.

Insider Activity

In other news, EVP Amy Coleman sold 1,262 shares of the business’s stock in a transaction on Thursday, May 14th. The shares were sold at an average price of $411.34, for a total transaction of $519,111.08. Following the completion of the sale, the executive vice president directly owned 46,003 shares of the company’s stock, valued at approximately $18,922,874.02. The trade was a 2.67% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CEO Judson Althoff sold 15,500 shares of the stock in a transaction dated Monday, June 1st. The stock was sold at an average price of $460.99, for a total transaction of $7,145,345.00. Following the transaction, the chief executive officer owned 110,477 shares in the company, valued at approximately $50,928,792.23. The trade was a 12.30% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 0.03% of the stock is owned by company insiders.

Microsoft News Summary

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft won a major healthcare AI win, with NHS England planning a rollout of Microsoft 365 Copilot to 505,000 clinicians and staff. The deal could expand recurring Copilot adoption and reinforces Microsoft’s AI monetization story. Article Title
• Positive Sentiment: Analysts pointed to fresh support for Azure and Microsoft’s broader AI cloud business, including commentary that rising AI infrastructure demand could boost cloud upside and longer-term earnings growth. Article Title
• Positive Sentiment: Microsoft also received positive coverage around its AI strategy, with articles highlighting its agentic AI ambitions and Citi reaffirming a Buy rating with a $620 price target, signaling continued Wall Street confidence. Article Title
• Neutral Sentiment: Microsoft’s open-source GitHub projects were reportedly compromised by hackers trying to steal AI developer logins, which is a security concern but not yet a clear direct financial hit. Article Title
• Neutral Sentiment: Several pieces discussed Microsoft’s long-term AI position, OpenAI relationship, and stock valuation, but these were mostly commentary rather than new business updates. Article Title
• Negative Sentiment: Microsoft stock is also facing pressure from reports that it is “sinking” despite some positive news, reflecting investor caution after recent gains and a broader rotation away from mega-cap tech. Article Title
• Negative Sentiment: Short-interest data and hedge-fund activity added to the cautious tone, with articles noting Microsoft has been a recent target of heavy debate and that David Tepper sold most of Appaloosa’s Microsoft position. Article Title

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).