Microsoft Corporation $MSFT is Global Financial Private Client LLC’s 4th Largest Position

Global Financial Private Client LLC grew its stake in shares of Microsoft Corporation (NASDAQ:MSFT) by 10.7% during the 1st quarter, HoldingsChannel reports. The institutional investor owned 17,993 shares of the software giant’s stock after acquiring an additional 1,737 shares during the period. Microsoft comprises 2.2% of Global Financial Private Client LLC’s portfolio, making the stock its 4th biggest holding. Global Financial Private Client LLC’s holdings in Microsoft were worth $6,660,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently modified their holdings of MSFT. WFA Asset Management Corp lifted its stake in Microsoft by 27.0% in the 1st quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant’s stock worth $427,000 after purchasing an additional 216 shares in the last quarter. Ironwood Wealth Management LLC. grew its position in shares of Microsoft by 0.3% during the 2nd quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant’s stock valued at $5,658,000 after purchasing an additional 38 shares in the last quarter. Discipline Wealth Solutions LLC increased its holdings in shares of Microsoft by 410.4% in the third quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant’s stock worth $1,144,000 after purchasing an additional 2,138 shares during the period. Wealth Group Ltd. increased its holdings in shares of Microsoft by 1.2% in the fourth quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant’s stock worth $1,000,000 after purchasing an additional 28 shares during the period. Finally, Eagle Capital Management LLC raised its position in shares of Microsoft by 0.4% in the fourth quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant’s stock worth $9,735,000 after buying an additional 96 shares in the last quarter. 71.13% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling

In other news, EVP Takeshi Numoto sold 4,500 shares of Microsoft stock in a transaction dated Wednesday, June 10th. The shares were 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 of the company’s stock, valued at approximately $19,122,009.12. The trade was a 8.66% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CEO Judson Althoff sold 15,500 shares of the business’s stock in a transaction dated Monday, June 1st. The shares were 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 $50,928,792.23. This represents a 12.30% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 23,762 shares of company stock valued at $10,508,361 over the last ninety days. 0.03% of the stock is owned by insiders.

More Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Haleon signed a new five-year collaboration with Microsoft to expand use of its AI, cloud, and data technologies, underscoring continued enterprise adoption of Microsoft’s AI stack. Article Title
• Positive Sentiment: A Jefferies CIO survey showed Azure widening its lead over AWS among U.S. CIOs, supporting the case that Microsoft’s cloud momentum remains intact. Article Title
• Positive Sentiment: Analysts remain constructive on the stock, with JMP Securities reaffirming an Outperform view after Copilot Cowork’s launch and other coverage pointing to Microsoft’s AI growth potential. Article Title
• Neutral Sentiment: Microsoft is still drawing investor attention as a long-term AI winner, but several commentary pieces argue the stock is also under pressure from higher valuation scrutiny and broad Magnificent 7 weakness. Article Title
• Negative Sentiment: Reports that Microsoft may cut thousands of jobs, including in Xbox, sales, and consulting, are fueling concern that heavy AI spending is pressuring margins and forcing cost reductions. Article Title
• Negative Sentiment: Investor class-action notices tied to alleged Copilot/Azure misrepresentations are adding legal overhang and keeping sentiment cautious around MSFT. Article Title

Microsoft Stock Performance

Microsoft stock opened at $384.28 on Thursday. The firm has a fifty day simple moving average of $407.66 and a two-hundred day simple moving average of $418.67. The company has a quick ratio of 1.27, a current ratio of 1.28 and a debt-to-equity ratio of 0.08. Microsoft Corporation has a twelve month low of $349.20 and a twelve month high of $555.45. The company has a market capitalization of $2.85 trillion, a PE ratio of 22.87, a P/E/G ratio of 1.34 and a beta of 1.13.

Microsoft (NASDAQ:MSFT) last announced its quarterly earnings data on Wednesday, April 29th. The software giant reported $4.27 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.06 by $0.21. The firm had revenue of $82.89 billion for the quarter, compared to analysts’ expectations of $81.44 billion. Microsoft had a return on equity of 31.94% and a net margin of 39.34%.The company’s revenue for the quarter was up 18.3% compared to the same quarter last year. During the same period last year, the firm earned $3.46 earnings per share. Research analysts expect that Microsoft Corporation will post 16.76 EPS for the current year.

Microsoft Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Thursday, August 20th will be issued a $0.91 dividend. This represents a $3.64 dividend on an annualized basis and a yield of 0.9%. The ex-dividend date of this dividend is Thursday, August 20th. Microsoft’s dividend payout ratio (DPR) is 21.67%.

Analysts Set New Price Targets

Several research firms recently commented on MSFT. BMO Capital Markets reduced their target price on Microsoft from $575.00 to $505.00 and set an “outperform” rating for the company in a research report on Tuesday, April 28th. Scotiabank lowered their price target on Microsoft from $600.00 to $550.00 and set an “outperform” rating on the stock in a report on Thursday, April 30th. Rothschild & Co Redburn dropped their price target on Microsoft from $450.00 to $400.00 and set a “neutral” rating for the company in a research report on Thursday, April 23rd. DA Davidson cut their price objective on Microsoft from $650.00 to $550.00 and set a “buy” rating for the company in a report on Thursday, April 30th. Finally, Citizens Jmp began coverage on shares of Microsoft in a research report on Monday, June 1st. They issued an “outperform” rating and a $550.00 price objective on the stock. Forty-one analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company. According to data from MarketBeat, Microsoft has a consensus rating of “Moderate Buy” and a consensus price target of $560.86.

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).