Kopp Family Office LLC Has $4.10 Million Holdings in Microsoft Corporation $MSFT

Kopp Family Office LLC grew its holdings in shares of Microsoft Corporation (NASDAQ:MSFT) by 26.0% during the fourth quarter, Holdings Channel.com reports. The institutional investor owned 8,470 shares of the software giant’s stock after purchasing an additional 1,746 shares during the quarter. Microsoft accounts for approximately 2.6% of Kopp Family Office LLC’s investment portfolio, making the stock its 12th biggest holding. Kopp Family Office LLC’s holdings in Microsoft were worth $4,096,000 as of its most recent SEC filing.

Several other large investors also recently modified their holdings of MSFT. IRON Financial LLC raised its position in shares of Microsoft by 23.2% during the third 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 during the period. Wellington Capital Management Inc. acquired a new stake in Microsoft in the 2nd quarter valued at $9,941,000. PMG Family Office LLC bought a new stake in Microsoft during the 3rd quarter valued at $828,000. Sound View Wealth Advisors Group LLC increased its stake in Microsoft by 2.6% during the 2nd quarter. Sound View Wealth Advisors Group LLC now owns 94,120 shares of the software giant’s stock valued at $46,816,000 after purchasing an additional 2,373 shares in the last quarter. Finally, Trifecta Capital Advisors LLC raised its holdings in Microsoft by 2.3% during the third quarter. Trifecta Capital Advisors LLC now owns 70,175 shares of the software giant’s stock worth $36,347,000 after buying an additional 1,572 shares during the last quarter. Institutional investors and hedge funds own 71.13% of the company’s stock.

Insiders Place Their Bets

In other Microsoft news, Director John W. Stanton acquired 5,000 shares of Microsoft stock in a transaction on Wednesday, February 18th. The stock was purchased at an average price of $397.35 per share, for a total transaction of $1,986,750.00. Following the purchase, the director directly owned 83,905 shares of the company’s stock, valued at $33,339,651.75. This trade represents a 6.34% increase in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, EVP Kathleen T. Hogan sold 12,321 shares of the firm’s stock in a transaction on Friday, March 6th. The shares were sold at an average price of $409.52, for a total value of $5,045,695.92. Following the sale, the executive vice president directly owned 137,933 shares of the company’s stock, valued at approximately $56,486,322.16. This represents a 8.20% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 0.03% of the company’s stock.

Key Stories Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Launched three proprietary AI models (MAI-Transcribe-1, MAI-Voice-1, MAI-Image-2) — signals faster, more self‑sufficient AI offerings that reduce dependence on external partners and can accelerate product monetization. Microsoft releases trio of AI models for transcription, voice generation and image creation
• Positive Sentiment: Bloomberg reports Microsoft has hit Copilot sales goals after a strategy shift — evidence that Copilot commercial traction is improving and could support near‑term revenue/booking growth. Microsoft hits Copilot sales goals after strategy shift – Bloomberg
• Positive Sentiment: Large regional infrastructure commitments — continued investment in Asia (e.g., multi‑billion plans for Singapore and Thailand) to expand cloud/AI capacity and address data‑sovereignty demand, supporting long‑term Azure and cloud revenue potential. What Microsoft (MSFT)’s Asia AI Infrastructure Bet Means For Shareholders
• Positive Sentiment: Analyst support and fresh buy coverage (Benchmark, New Street, others) with lofty price targets — reinforces buy‑the‑dip narratives and attracts dip buyers. Microsoft in focus as Benchmark starts with Buy rating
• Neutral Sentiment: Exclusive talks with Chevron/Engine No. 1 on a large Texas power project could secure dedicated energy for AI data centers — strategic but execution‑ and timing‑dependent. Microsoft and Chevron enter exclusivity deal on powering West Texas AI data center complex
• Neutral Sentiment: OpenAI’s huge funding/valuation debate and broader AI-market dynamics remain relevant to MSFT (partner/competitor ecosystem impacts), but effects are indirect and longer‑term. Is OpenAI’s $1 trillion IPO valuation realistic?
• Negative Sentiment: Billionaire Dan Loeb reduced his Microsoft stake, citing cloud growth and Azure supply concerns — signals some institutional reservations that can weigh on sentiment. Billionaire Investor Reduces Microsoft Stake Amid Cloud Growth Concerns
• Negative Sentiment: Coverage highlighting Microsoft’s recent weak quarter(s) — “worst since 2008” narratives and concerns about elevated AI capex and mixed guidance keep downside risk for sentiment and near‑term multiples. Microsoft Just Had Its Worst Quarter Since 2008–Is This a Generational “Buy” Signal?
• Negative Sentiment: Technical/positioning pressure (breach below long‑term moving averages, some insider/institutional trimming) — raises possibility of further volatility even if fundamentals remain intact. Microsoft Stock (MSFT) Opinions on Breaching 200-Week Moving Average

Microsoft Stock Up 1.1%

Microsoft stock opened at $373.46 on Friday. Microsoft Corporation has a fifty-two week low of $344.79 and a fifty-two week high of $555.45. The stock has a market cap of $2.77 trillion, a PE ratio of 23.36, a price-to-earnings-growth ratio of 1.40 and a beta of 1.11. The firm’s 50-day simple moving average is $402.61 and its 200 day simple moving average is $463.92. The company has a debt-to-equity ratio of 0.09, a quick ratio of 1.38 and a current ratio of 1.39.

Microsoft (NASDAQ:MSFT) last posted its quarterly earnings data on Wednesday, January 28th. The software giant reported $4.14 EPS for the quarter, beating the consensus estimate of $3.86 by $0.28. Microsoft had a net margin of 39.04% and a return on equity of 32.34%. The firm had revenue of $81.27 billion during the quarter, compared to analyst estimates of $80.28 billion. During the same quarter last year, the business posted $3.23 EPS. The company’s revenue for the quarter was up 16.7% on a year-over-year basis. Research analysts predict that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

Microsoft Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, June 11th. Investors of record on Thursday, May 21st 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 1.0%. The ex-dividend date of this dividend is Thursday, May 21st. Microsoft’s dividend payout ratio (DPR) is presently 22.76%.

Analysts Set New Price Targets

A number of brokerages have recently issued reports on MSFT. BMO Capital Markets reduced their price objective on shares of Microsoft from $625.00 to $575.00 and set an “outperform” rating for the company in a report on Thursday, January 29th. Royal Bank Of Canada restated an “outperform” rating on shares of Microsoft in a report on Monday, March 2nd. Wolfe Research dropped their price target on shares of Microsoft from $625.00 to $530.00 and set an “outperform” rating on the stock in a research report on Thursday, January 29th. Oppenheimer reiterated an “outperform” rating on shares of Microsoft in a research note on Thursday, January 29th. Finally, Evercore decreased their price objective on Microsoft from $640.00 to $580.00 and set an “outperform” rating for the company in a report on Thursday, January 29th. Two research analysts have rated the stock with a Strong Buy rating, thirty-eight have assigned a Buy rating and five have assigned a Hold rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $588.97.

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).