Rooted Wealth Advisors Inc. Purchases 1,601 Shares of Microsoft Corporation $MSFT

Rooted Wealth Advisors Inc. lifted its position in Microsoft Corporation (NASDAQ:MSFT) by 16.9% in the first quarter, HoldingsChannel.com reports. The firm owned 11,096 shares of the software giant’s stock after acquiring an additional 1,601 shares during the period. Microsoft comprises 1.0% of Rooted Wealth Advisors Inc.’s investment portfolio, making the stock its 25th largest holding. Rooted Wealth Advisors Inc.’s holdings in Microsoft were worth $4,107,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Norges Bank acquired a new stake in shares of Microsoft during the 4th quarter valued at about $50,664,631,000. Auto Owners Insurance Co increased its stake in Microsoft by 56,160.8% in the fourth quarter. Auto Owners Insurance Co now owns 60,116,384 shares of the software giant’s stock valued at $29,073,486,000 after acquiring an additional 60,009,531 shares during the period. Nuveen LLC acquired a new position in Microsoft in the first quarter worth about $18,733,827,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its stake in Microsoft by 500.0% during the third quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 59,543,261 shares of the software giant’s stock worth $30,840,432,000 after purchasing an additional 49,618,571 shares during the period. Finally, Laurel Wealth Advisors LLC lifted its stake in Microsoft by 49,640.3% during the second quarter. Laurel Wealth Advisors LLC now owns 29,967,038 shares of the software giant’s stock worth $14,905,904,000 after purchasing an additional 29,906,791 shares during the period. 71.13% of the stock is owned by institutional investors.

Insiders Place Their Bets

In other news, EVP Takeshi Numoto sold 4,500 shares of the stock in a transaction on 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 approximately $19,122,009.12. This represents a 8.66% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Amy Coleman sold 1,262 shares of the firm’s stock in a transaction on Thursday, May 14th. The shares were sold at an average price of $411.34, for a total value of $519,111.08. Following the completion of the sale, 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 ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 23,762 shares of company stock valued at $10,508,361. 0.03% of the stock is currently owned by corporate insiders.

Microsoft News Summary

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft launched a new AI deployment business, Microsoft Frontier Company, backed by $2.5 billion and staffed with about 6,000 engineers and industry experts to help enterprises select, implement, and improve AI tools. Investors are viewing this as a way to accelerate Azure and Copilot adoption while monetizing the enterprise AI buildout. Microsoft launches its own AI deployment company with $2.5 billion commitment
• Positive Sentiment: Several articles highlighted Microsoft as a top AI and growth stock, while others said the market is rotating from semiconductors back toward software. That is helping sentiment around MSFT as investors look for higher-quality AI beneficiaries with recurring enterprise revenue. Microsoft launches firm to help companies adopt AI with $2.5 billion
• Neutral Sentiment: Microsoft is also reported to be overhauling Copilot to make its AI assistant more useful and easier to justify for customers. That could improve adoption, but it also underscores that AI products must now prove their value. Microsoft’s Copilot Reset Shows AI Tools Must Now Prove Their Worth
• Neutral Sentiment: There was also a new undersea cable partnership with Lightstorm to expand India-Southeast Asia connectivity, plus a report that enterprise customers continue to adopt Microsoft’s AI and cloud services. These are strategically helpful, but not immediate catalysts. Microsoft partners with Singapore’s Lightstorm to build India-Southeast Asia undersea cable
• Negative Sentiment: Sentiment is still being held back by Microsoft’s weak recent stock performance, with articles noting its worst month in more than 25 years and renewed debate about whether the selloff is creating a buying opportunity. Microsoft Had Its Worst Month in More Than 25 Years. Should Investors Buy the Crash?
• Negative Sentiment: Microsoft is also facing class-action securities litigation over alleged misrepresentations during the class period, which adds a legal overhang and may keep some investors cautious. Bronstein, Gewirtz & Grossman LLC Urges Microsoft Corporation Investors to Act: Class Action Filed Alleging Investor Harm
• Negative Sentiment: Other reports said Microsoft may cut thousands of jobs and that investors are questioning whether its massive AI capital spending can generate enough returns. That uncertainty is weighing on the stock despite the company’s strong long-term fundamentals. Microsoft eyes another wave of layoffs that could hit 5,000 workers next week

Analyst Ratings Changes

MSFT has been the topic of a number of recent research reports. BNP Paribas Exane lowered their price objective on Microsoft from $556.00 to $555.00 and set an “outperform” rating on the stock in a research note on Friday, May 1st. Citizens Jmp started coverage on Microsoft in a research report on Monday, June 1st. They set an “outperform” rating and a $550.00 target price for the company. Oppenheimer reaffirmed an “outperform” rating and issued a $515.00 price target (down from $630.00) on shares of Microsoft in a research note on Monday, April 27th. DZ Bank reiterated a “buy” rating on shares of Microsoft in a research report on Thursday, April 30th. Finally, President Capital increased their price objective on Microsoft from $500.00 to $520.00 and gave the stock a “buy” rating in a research note on Thursday, April 30th. Forty-one equities research analysts have rated the stock with a Buy rating and six have given a Hold rating to the company. According to data from MarketBeat.com, Microsoft presently has a consensus rating of “Moderate Buy” and a consensus price target of $560.86.

Microsoft Stock Performance

NASDAQ MSFT opened at $390.49 on Monday. Microsoft Corporation has a 1-year low of $349.20 and a 1-year high of $555.45. The company has a 50 day moving average of $406.14 and a 200-day moving average of $417.46. The company has a current ratio of 1.28, a quick ratio of 1.27 and a debt-to-equity ratio of 0.08. The firm has a market cap of $2.90 trillion, a price-to-earnings ratio of 23.24, a PEG ratio of 1.22 and a beta of 1.13.

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. The business had revenue of $82.89 billion for the quarter, compared to the consensus estimate of $81.44 billion. Microsoft had a return on equity of 31.94% and a net margin of 39.34%.Microsoft’s revenue was up 18.3% compared to the same quarter last year. During the same period in the previous year, the business earned $3.46 EPS. On average, equities analysts forecast that Microsoft Corporation will post 16.76 earnings per share for the current fiscal year.

Microsoft Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Thursday, August 20th will be paid a $0.91 dividend. The ex-dividend date of this dividend is Thursday, August 20th. This represents a $3.64 dividend on an annualized basis and a yield of 0.9%. 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).