Microsoft Corporation $MSFT Shares Bought by Baker Avenue Asset Management LP

Baker Avenue Asset Management LP grew its position in Microsoft Corporation (NASDAQ:MSFT) by 356.3% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 294,860 shares of the software giant’s stock after acquiring an additional 230,246 shares during the period. Microsoft accounts for approximately 3.3% of Baker Avenue Asset Management LP’s investment portfolio, making the stock its 4th biggest position. Baker Avenue Asset Management LP’s holdings in Microsoft were worth $142,600,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also bought and sold shares of the company. WFA Asset Management Corp lifted its stake in shares of Microsoft by 27.0% in the 1st quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant’s stock valued at $427,000 after purchasing an additional 216 shares during the period. Ironwood Wealth Management LLC. increased its stake in shares of Microsoft by 0.3% in the 2nd quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant’s stock valued at $5,658,000 after acquiring an additional 38 shares in the last quarter. Discipline Wealth Solutions LLC increased its stake in shares of Microsoft by 410.4% in the 3rd quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant’s stock valued at $1,144,000 after acquiring an additional 2,138 shares in the last quarter. Wealth Group Ltd. grew its stake in shares of Microsoft by 1.2% in the 4th quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant’s stock valued at $1,000,000 after buying an additional 28 shares during the period. Finally, Eagle Capital Management LLC increased its position in Microsoft by 0.4% in the 4th quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant’s stock valued at $9,735,000 after buying an additional 96 shares in the last quarter. Institutional investors own 71.13% of the company’s stock.

Trending Headlines about Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft won a major healthcare AI win, with NHS England planning a rollout of Microsoft 365 Copilot to 505,000 clinicians and staff. The deal could expand recurring Copilot adoption and reinforces Microsoft’s AI monetization story. Article Title
• Positive Sentiment: Analysts pointed to fresh support for Azure and Microsoft’s broader AI cloud business, including commentary that rising AI infrastructure demand could boost cloud upside and longer-term earnings growth. Article Title
• Positive Sentiment: Microsoft also received positive coverage around its AI strategy, with articles highlighting its agentic AI ambitions and Citi reaffirming a Buy rating with a $620 price target, signaling continued Wall Street confidence. Article Title
• Neutral Sentiment: Microsoft’s open-source GitHub projects were reportedly compromised by hackers trying to steal AI developer logins, which is a security concern but not yet a clear direct financial hit. Article Title
• Neutral Sentiment: Several pieces discussed Microsoft’s long-term AI position, OpenAI relationship, and stock valuation, but these were mostly commentary rather than new business updates. Article Title
• Negative Sentiment: Microsoft stock is also facing pressure from reports that it is “sinking” despite some positive news, reflecting investor caution after recent gains and a broader rotation away from mega-cap tech. Article Title
• Negative Sentiment: Short-interest data and hedge-fund activity added to the cautious tone, with articles noting Microsoft has been a recent target of heavy debate and that David Tepper sold most of Appaloosa’s Microsoft position. Article Title

Microsoft Stock Down 2.0%

Microsoft stock opened at $403.41 on Wednesday. Microsoft Corporation has a twelve month low of $356.28 and a twelve month high of $555.45. The company has a quick ratio of 1.27, a current ratio of 1.28 and a debt-to-equity ratio of 0.08. The firm has a 50 day moving average price of $409.48 and a 200-day moving average price of $430.37. The company has a market capitalization of $3.00 trillion, a P/E ratio of 24.01, a P/E/G ratio of 1.48 and a beta of 1.11.

Microsoft (NASDAQ:MSFT) last released its earnings results on Wednesday, April 29th. The software giant reported $4.27 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.06 by $0.21. Microsoft had a return on equity of 31.94% and a net margin of 39.34%.The business had revenue of $82.89 billion during the quarter, compared to the consensus estimate of $81.44 billion. During the same period last year, the business posted $3.46 earnings per share. The business’s revenue for the quarter was up 18.3% on a year-over-year basis. As a group, equities analysts predict that Microsoft Corporation will post 16.76 EPS for the current year.

Insider Activity

In related news, CEO Judson Althoff sold 15,500 shares of the firm’s stock in a transaction that occurred on Monday, June 1st. The shares were sold at an average price of $460.99, for a total value of $7,145,345.00. Following the completion of the transaction, the chief executive officer directly owned 110,477 shares of the company’s stock, valued at approximately $50,928,792.23. This trade represents a 12.30% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Amy Coleman sold 1,262 shares of Microsoft stock in a transaction that occurred on Thursday, May 14th. The shares were sold at an average price of $411.34, for a total transaction of $519,111.08. Following the completion of the transaction, the executive vice president owned 46,003 shares of the company’s stock, valued at $18,922,874.02. This represents a 2.67% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 0.03% of the stock is owned by company insiders.

Wall Street Analyst Weigh In

A number of equities analysts have recently weighed in on the company. DZ Bank reaffirmed a “buy” rating on shares of Microsoft in a research report on Thursday, April 30th. Weiss Ratings cut shares of Microsoft from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Tuesday, March 24th. Rothschild & Co Redburn decreased their price objective on Microsoft from $450.00 to $400.00 and set a “neutral” rating for the company in a report on Thursday, April 23rd. TD Cowen restated a “buy” rating and set a $540.00 price objective on shares of Microsoft in a research note on Thursday, June 4th. Finally, The Goldman Sachs Group reiterated a “buy” rating on shares of Microsoft in a report 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’s stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $561.20.

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).