Microsoft Corporation $MSFT is Campbell Capital Management Inc.’s 3rd Largest Position

Campbell Capital Management Inc. cut its stake in shares of Microsoft Corporation (NASDAQ:MSFT) by 3.4% in the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 50,269 shares of the software giant’s stock after selling 1,765 shares during the quarter. Microsoft makes up approximately 10.0% of Campbell Capital Management Inc.’s portfolio, making the stock its 3rd biggest position. Campbell Capital Management Inc.’s holdings in Microsoft were worth $26,037,000 at the end of the most recent reporting period.

Other large investors have also recently made changes to their positions in the company. Norges Bank acquired a new stake in shares of Microsoft in the 2nd quarter valued at $50,493,678,000. Nuveen LLC purchased a new stake in shares of Microsoft during the 1st quarter worth $18,733,827,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its stake in shares of 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 in the last quarter. Laurel Wealth Advisors LLC grew its stake in shares of 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 in the last quarter. Finally, Vanguard Group Inc. increased its holdings in Microsoft by 2.0% in the second quarter. Vanguard Group Inc. now owns 705,077,786 shares of the software giant’s stock valued at $350,712,742,000 after buying an additional 13,691,572 shares during the last quarter. 71.13% of the stock is currently owned by hedge funds and other institutional investors.

Microsoft Stock Performance

Shares of MSFT stock opened at $391.79 on Thursday. The stock’s 50-day moving average is $422.59 and its two-hundred day moving average is $473.71. 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 Corporation has a 1 year low of $344.79 and a 1 year high of $555.45. The firm has a market cap of $2.91 trillion, a price-to-earnings ratio of 24.50, a PEG ratio of 1.56 and a beta of 1.10.

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

Microsoft Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, June 11th. Shareholders of record on Thursday, May 21st will be paid a $0.91 dividend. The ex-dividend date is Thursday, May 21st. This represents a $3.64 dividend on an annualized basis and a yield of 0.9%. Microsoft’s payout ratio is currently 22.76%.

Wall Street Analysts Forecast Growth

A number of research firms have weighed in on MSFT. Phillip Securities upgraded Microsoft from a “moderate buy” rating to a “strong-buy” rating in a research note on Sunday, February 1st. KeyCorp lowered their price objective on Microsoft from $630.00 to $600.00 and set an “overweight” rating for the company in a research report on Thursday, January 29th. Cantor Fitzgerald reiterated an “overweight” rating and issued a $590.00 price objective on shares of Microsoft in a report on Thursday, January 29th. Robert W. Baird set a $540.00 target price on Microsoft and gave the stock an “outperform” rating in a research report on Thursday, January 29th. Finally, Daiwa Securities Group decreased their target price on Microsoft from $630.00 to $600.00 and set a “buy” rating for the company in a research note on Wednesday, February 4th. Two equities research analysts have rated the stock with a Strong Buy rating, forty have given a Buy rating and four have given a Hold rating to the stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $591.95.

Insider Activity at Microsoft

In other news, EVP Kathleen T. Hogan sold 12,321 shares of the firm’s stock in a transaction that occurred on Friday, March 6th. The shares were sold at an average price of $409.52, for a total transaction of $5,045,695.92. Following the transaction, the executive vice president directly owned 137,933 shares in the company, valued at approximately $56,486,322.16. This trade represents a 8.20% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Director John W. Stanton bought 5,000 shares of the business’s stock in a transaction dated Wednesday, February 18th. The stock was acquired at an average cost of $397.35 per share, for a total transaction of $1,986,750.00. Following the completion of the acquisition, the director directly owned 83,905 shares in the company, valued at approximately $33,339,651.75. This trade represents a 6.34% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. 0.03% of the stock is currently owned by corporate insiders.

Key Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Company unifies Copilot commercial and consumer teams to simplify product roadmaps and boost adoption — a move management says will improve coherence across enterprise and consumer experiences. Microsoft unifies Copilot commercial and consumer product teams in unit rejig (Reuters)
• Positive Sentiment: Product updates expand Microsoft’s AI footprint (Copilot, Agent 365, Foundry ecosystem) — these releases and partnerships aim to drive enterprise spending and stickier Microsoft 365 monetization. Microsoft Expands AI Strategy with Copilot and Agent 365 Updates (Yahoo Finance)
• Positive Sentiment: Talent and product hires: Microsoft acquired the Cove team (AI collaboration board) and other engineering talent to accelerate collaboration features — a low-cost way to shore up product capabilities. Microsoft hires the team of Sequoia-backed AI collaboration platform, Cove (TechCrunch)
• Positive Sentiment: Partnership R&D: Microsoft Research collaborated with MediaTek on microLED-powered optical cables to improve data-center power efficiency — supports Azure infrastructure competitiveness. MediaTek Develops Active Optical Cable Technology with Microsoft Research (PR Newswire)
• Neutral Sentiment: Enterprise AI UX battle: Microsoft, Google and Anthropic are embedding AI into spreadsheets (Excel vs. Sheets), a trend that could expand enterprise AI use but raises competition and margin questions. Microsoft, Google and Anthropic Channel Enterprise AI Use With Spreadsheets (PYMNTS)
• Negative Sentiment: Legal overhang: Microsoft is reportedly weighing legal action against Amazon and OpenAI over a reported $50B cloud deal — potential litigation and a deteriorating OpenAI relationship add strategic and execution risk for MSFT’s exclusive-cloud positioning. Microsoft weighs legal action over $50 billion Amazon-OpenAI cloud deal (Reuters)
• Negative Sentiment: AI execution concerns and leadership shuffle: Coverage noting product gaps (competition from OpenAI, Google, Anthropic) and the reassignment of Mustafa Suleyman have sparked debate about near-term AI competitiveness despite the broader reorg. That uncertainty is likely contributing to selling pressure. Microsoft reshuffles AI team to catch up on Copilot and model building (FT)

About Microsoft

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).