Thryve Wealth Management LLC purchased a new stake in shares of Microsoft Corporation (NASDAQ:MSFT – Free Report) during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor purchased 5,906 shares of the software giant’s stock, valued at approximately $2,856,000. Microsoft comprises about 1.4% of Thryve Wealth Management LLC’s holdings, making the stock its 18th largest holding.
Other institutional investors and hedge funds also recently made changes to their positions in the company. Mariner Investment Group LLC purchased a new stake in Microsoft in the 4th quarter worth about $166,365,000. KW Wealth Management LLC lifted its holdings in Microsoft by 1.3% during the fourth quarter. KW Wealth Management LLC now owns 7,545 shares of the software giant’s stock valued at $3,649,000 after purchasing an additional 97 shares during the last quarter. MidFirst Bank bought a new position in Microsoft during the fourth quarter worth about $52,761,000. Alternative Investment Advisors LLC. boosted its position in Microsoft by 1.1% during the fourth quarter. Alternative Investment Advisors LLC. now owns 2,548 shares of the software giant’s stock worth $1,234,000 after purchasing an additional 28 shares during the period. Finally, DGS Capital Management LLC increased its stake in shares of Microsoft by 2.4% in the fourth quarter. DGS Capital Management LLC now owns 30,867 shares of the software giant’s stock worth $14,928,000 after purchasing an additional 738 shares in the last quarter. Institutional investors own 71.13% of the company’s stock.
Insider Buying and Selling
In other Microsoft news, CEO Judson Althoff sold 15,500 shares of the company’s stock in a transaction dated Monday, June 1st. The stock was sold at an average price of $460.99, for a total value of $7,145,345.00. Following the transaction, the chief executive officer directly owned 110,477 shares in the company, valued at $50,928,792.23. This represents a 12.30% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Amy Coleman sold 1,262 shares of the firm’s stock in a transaction dated 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 directly owned 46,003 shares in the company, valued at approximately $18,922,874.02. The trade was a 2.67% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 23,762 shares of company stock worth $10,508,361 over the last ninety days. 0.03% of the stock is owned by corporate insiders.
Analysts Set New Price Targets
Read Our Latest Report on Microsoft
Microsoft Stock Performance
NASDAQ MSFT opened at $379.40 on Friday. Microsoft Corporation has a 1 year low of $356.28 and a 1 year high of $555.45. The company has a debt-to-equity ratio of 0.08, a current ratio of 1.28 and a quick ratio of 1.27. The stock has a market capitalization of $2.82 trillion, a PE ratio of 22.58, a P/E/G ratio of 1.37 and a beta of 1.11. The company’s 50 day simple moving average is $412.37 and its two-hundred day simple moving average is $425.58.
Microsoft (NASDAQ:MSFT – Get Free Report) last released its quarterly earnings results on Wednesday, April 29th. The software giant reported $4.27 EPS for the quarter, beating analysts’ consensus estimates of $4.06 by $0.21. The firm had revenue of $82.89 billion during the quarter, compared to analyst estimates of $81.44 billion. Microsoft had a net margin of 39.34% and a return on equity of 31.94%. The business’s revenue for the quarter was up 18.3% on a year-over-year basis. During the same period in the previous year, the business earned $3.46 EPS. Analysts predict that Microsoft Corporation will post 16.76 earnings per share for the current fiscal year.
Microsoft Announces Dividend
The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Thursday, August 20th will be paid a dividend of $0.91 per share. The ex-dividend date of this dividend is Thursday, August 20th. This represents a $3.64 annualized dividend and a yield of 1.0%. Microsoft’s dividend payout ratio (DPR) is currently 21.67%.
Key Headlines Impacting Microsoft
Here are the key news stories impacting Microsoft this week:
- Positive Sentiment: New reporting suggests Microsoft is still benefiting from strong AI demand, including ByteDance spending more than $1 billion annually on Azure AI services and broader commentary that Azure growth and AI run-rate remain major drivers of investor interest. Microsoft Builds $1 Billion-Plus AI Business With ByteDance
- Positive Sentiment: Several pieces argued Microsoft’s pullback may be creating a buying opportunity because the company still has strong cash flow, dividend growth, and discounted valuation relative to its AI prospects. Microsoft’s Boring Stock Story May Be Its Biggest Strength
- Neutral Sentiment: Microsoft also drew attention for product and ecosystem updates, including a possible PayPal integration for Xbox buy-now-pay-later checkout and new Teams features, but these are not likely near-term stock movers. Microsoft Sizes Up PayPal as Xbox Leak Exposes Buy Now Pay Later Plans
- Negative Sentiment: Multiple law firms announced or promoted securities class actions tied to Microsoft, alleging investors were harmed by misleading AI/Copilot-related statements during the May 2025 to January 2026 period. These legal headlines can weigh on sentiment. Portnoy Law Firm Announces Class Action on Behalf of Microsoft Corporation Investors
- Negative Sentiment: Another negative overhang is the claim that Copilot functionality issues contributed to a sharp stock drop, reinforcing investor concerns about execution risk and AI spending efficiency. Investor Rights Alert: Microsoft Faces Securities Fraud Class Action after Copilot Issues
- Negative Sentiment: There is also renewed concern that Microsoft’s gaming strategy is under pressure, with coverage pointing to the Steam Machine and broader cost-cutting in gaming as threats to growth in that segment. The Biggest Threat to Microsoft’s Gaming Ambitions is the Steam Machine
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).
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