Osbon Capital Management LLC Makes New Investment in Microsoft Corporation $MSFT

Osbon Capital Management LLC purchased a new position in shares of Microsoft Corporation (NASDAQ:MSFT) during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm purchased 3,146 shares of the software giant’s stock, valued at approximately $1,521,000. Microsoft comprises approximately 1.4% of Osbon Capital Management LLC’s portfolio, making the stock its 13th biggest holding.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Longfellow Investment Management Co. LLC raised its stake in shares of Microsoft by 51.3% in the second quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant’s stock worth $29,000 after buying an additional 20 shares during the period. Bernzott Capital Advisors bought a new position in shares of Microsoft during the 4th quarter valued at approximately $34,000. Timmons Wealth Management LLC purchased a new stake in Microsoft in the 4th quarter worth approximately $36,000. Fairway Wealth LLC raised its stake in 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 acquiring an additional 66 shares during the period. Finally, LSV Asset Management purchased a new position in Microsoft during the fourth quarter valued at approximately $44,000. 71.13% of the stock is currently owned by hedge funds and other institutional investors.

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

Insider Activity at Microsoft

In related news, EVP Amy Coleman sold 1,262 shares of the stock in a transaction that occurred on Thursday, May 14th. The stock was sold at an average price of $411.34, for a total transaction of $519,111.08. Following the completion of the transaction, the executive vice president directly owned 46,003 shares of the company’s stock, valued at approximately $18,922,874.02. This represents a 2.67% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, CEO Judson Althoff sold 15,500 shares of the firm’s stock in a transaction that occurred on Monday, June 1st. The shares were sold at an average price of $460.99, for a total value of $7,145,345.00. Following the transaction, the chief executive officer 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. Over the last three months, insiders sold 23,762 shares of company stock valued at $10,508,361. Insiders own 0.03% of the company’s stock.

Wall Street Analyst Weigh In

MSFT has been the subject of a number of recent analyst reports. Piper Sandler reiterated an “overweight” rating on shares of Microsoft in a research report on Tuesday, May 26th. UBS Group restated a “buy” rating on shares of Microsoft in a research note on Friday, April 24th. Citizens Jmp assumed coverage on shares of Microsoft in a report on Monday, June 1st. They issued an “outperform” rating and a $550.00 target price for the company. DZ Bank reiterated a “buy” rating on shares of Microsoft in a research note on Thursday, April 30th. Finally, Tigress Financial raised their price target on Microsoft from $595.00 to $680.00 and gave the company a “buy” rating in a report on Wednesday, May 6th. Forty-one 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, Microsoft has a consensus rating of “Moderate Buy” and an average target price of $561.20.

Microsoft Stock Performance

MSFT opened at $373.94 on Wednesday. The company has a debt-to-equity ratio of 0.08, a quick ratio of 1.27 and a current ratio of 1.28. The stock 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 200 day moving average of $423.55. Microsoft Corporation has a fifty-two week low of $356.28 and a fifty-two week high of $555.45.

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, sell-side analysts forecast that Microsoft Corporation will post 16.76 earnings per share for the current fiscal year.

Microsoft Dividend Announcement

The company 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 dividend yield of 1.0%. The ex-dividend date is Thursday, August 20th. Microsoft’s payout ratio is currently 21.67%.

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).