Microsoft Corporation $MSFT Shares Purchased by Core Alternative Capital

Core Alternative Capital boosted its stake in shares of Microsoft Corporation (NASDAQ:MSFT) by 6.1% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 44,812 shares of the software giant’s stock after purchasing an additional 2,580 shares during the quarter. Microsoft comprises 6.0% of Core Alternative Capital’s portfolio, making the stock its 2nd largest holding. Core Alternative Capital’s holdings in Microsoft were worth $21,672,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors also recently modified their holdings of MSFT. IRON Financial LLC boosted its stake in Microsoft by 23.2% in the third quarter. IRON Financial LLC now owns 6,510 shares of the software giant’s stock worth $3,372,000 after purchasing an additional 1,225 shares in the last quarter. PMG Family Office LLC bought a new position in shares of Microsoft in the third quarter valued at about $828,000. Trifecta Capital Advisors LLC lifted its position in Microsoft by 2.3% during the 3rd quarter. Trifecta Capital Advisors LLC now owns 70,175 shares of the software giant’s stock worth $36,347,000 after buying an additional 1,572 shares in the last quarter. TD Waterhouse Canada Inc. grew its holdings in Microsoft by 1.0% during the 3rd quarter. TD Waterhouse Canada Inc. now owns 949,901 shares of the software giant’s stock worth $493,860,000 after acquiring an additional 9,700 shares during the last quarter. Finally, Werba Rubin Papier Wealth Management grew its holdings in Microsoft by 15.7% during the 4th quarter. Werba Rubin Papier Wealth Management now owns 12,492 shares of the software giant’s stock worth $6,041,000 after acquiring an additional 1,698 shares during the last quarter. Institutional investors own 71.13% of the company’s stock.

Insider Activity

In other Microsoft news, EVP Kathleen T. Hogan sold 12,321 shares of the firm’s stock in a transaction dated Friday, March 6th. The stock was sold at an average price of $409.52, for a total transaction of $5,045,695.92. Following the transaction, the executive vice president 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 filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Amy Coleman sold 1,262 shares of the business’s stock in a transaction dated Thursday, May 14th. The stock was sold at an average price of $411.34, for a total value of $519,111.08. Following the transaction, the executive vice president owned 46,003 shares of the company’s stock, valued at $18,922,874.02. The trade was a 2.67% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Corporate insiders own 0.03% of the company’s stock.

Microsoft Price Performance

Shares of MSFT stock opened at $450.24 on Monday. The firm’s 50 day moving average price is $402.09 and its two-hundred day moving average price is $434.12. The company has a debt-to-equity ratio of 0.08, a quick ratio of 1.27 and a current ratio of 1.28. Microsoft Corporation has a 52-week low of $356.28 and a 52-week high of $555.45. The stock has a market cap of $3.34 trillion, a PE ratio of 26.80, a PEG ratio of 1.62 and a beta of 1.11.

Microsoft (NASDAQ:MSFT) last issued its earnings results on Wednesday, April 29th. The software giant reported $4.27 EPS for the quarter, beating the consensus estimate of $4.06 by $0.21. The company had revenue of $82.89 billion during the quarter, compared to analysts’ expectations 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% compared to the same quarter last year. During the same quarter in the previous year, the company posted $3.46 EPS. As a group, analysts forecast that Microsoft Corporation will post 16.76 EPS for the current year.

Microsoft Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, June 11th. Investors of record on Thursday, May 21st will be issued a $0.91 dividend. This represents a $3.64 dividend on an annualized basis and a yield of 0.8%. The ex-dividend date is Thursday, May 21st. Microsoft’s dividend payout ratio is currently 21.67%.

Analyst Upgrades and Downgrades

A number of brokerages have weighed in on MSFT. Barclays reaffirmed a “buy” rating on shares of Microsoft in a research note on Thursday, May 7th. Deutsche Bank Aktiengesellschaft lowered their price target on shares of Microsoft from $575.00 to $550.00 and set a “buy” rating for the company in a report on Thursday, April 30th. UBS Group reaffirmed a “buy” rating on shares of Microsoft in a report on Friday, April 24th. HSBC decreased their price objective on Microsoft from $593.00 to $571.00 in a research report on Thursday, April 30th. Finally, The Goldman Sachs Group reissued a “buy” rating on shares of Microsoft in a research note on Thursday, April 30th. Thirty-nine research analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $560.88.

Trending Headlines about Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft and Nvidia teased “a new era of PC,” with reports pointing to new Surface hardware and a possible AI-focused chip announcement at Computex, which could refresh the Windows/PC upgrade cycle. Article Title
• Positive Sentiment: Reports that Microsoft will unveil a new coding model and other in-house AI tools at next week’s Build conference reinforce the company’s AI monetization story and support sentiment around GitHub Copilot and Azure demand. Article Title
• Positive Sentiment: Microsoft’s latest earnings backdrop remains solid, with revenue growth of 18.3% and better-than-expected EPS, helping investors justify the stock’s premium valuation.
• Positive Sentiment: Several bullish writeups and analyst commentary say MSFT still has room to run because Azure, M365 cloud, and AI revenue are expanding faster than the broader software market. Article Title
• Neutral Sentiment: Microsoft is also drawing attention from investors, fund managers, and even congressional buyers, which supports the stock’s defensive-growth reputation but does not change fundamentals on its own.
• Negative Sentiment: A TechCrunch report says Microsoft is facing backlash for threatening a security researcher over unpatched bugs and code disclosure, adding some reputational noise ahead of Build. Article Title

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).