Microsoft Corporation $MSFT Shares Bought by Audent Global Asset Management LLC

Audent Global Asset Management LLC grew its holdings in shares of Microsoft Corporation (NASDAQ:MSFT) by 12.9% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 16,716 shares of the software giant’s stock after purchasing an additional 1,908 shares during the quarter. Microsoft makes up about 3.4% of Audent Global Asset Management LLC’s investment portfolio, making the stock its 6th biggest position. Audent Global Asset Management LLC’s holdings in Microsoft were worth $8,084,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also made changes to their positions in MSFT. PMG Family Office LLC bought a new stake in Microsoft during the 3rd quarter valued at approximately $828,000. Trifecta Capital Advisors LLC increased its position in Microsoft by 2.3% in 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 during the period. TD Waterhouse Canada Inc. lifted its holdings in shares of Microsoft by 1.0% during the third quarter. TD Waterhouse Canada Inc. now owns 949,901 shares of the software giant’s stock worth $493,860,000 after buying an additional 9,700 shares during the last quarter. Werba Rubin Papier Wealth Management lifted its holdings in shares of Microsoft by 15.7% during the fourth quarter. Werba Rubin Papier Wealth Management now owns 12,492 shares of the software giant’s stock worth $6,041,000 after buying an additional 1,698 shares during the last quarter. Finally, SG Americas Securities LLC boosted its position in shares of Microsoft by 2,332.1% in the fourth quarter. SG Americas Securities LLC now owns 6,746,017 shares of the software giant’s stock valued at $3,262,509,000 after acquiring an additional 6,468,645 shares during the period. Hedge funds and other institutional investors own 71.13% of the company’s stock.

Microsoft News Summary

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft and Chevron announced a 20-year agreement to build Project Kilby, a 2.67-gigawatt natural-gas-powered facility in West Texas to support Microsoft’s AI and cloud data centers, reinforcing long-term demand for Microsoft’s AI infrastructure. Reuters article on Chevron signs power supply deal with Microsoft for Texas data center
• Positive Sentiment: Microsoft’s CEO Satya Nadella called for broader AI access, lower-cost models, and more emphasis on trust and choice, which supports the case that Microsoft is positioning itself to compete beyond the expensive frontier-model race. Yahoo Finance article on Microsoft CEO Calls for Broader AI Access
• Neutral Sentiment: Microsoft was cited as part of a broader Big Tech pullback tied to AI sector rotation and regulatory overhang, suggesting the stock is being dragged by the group rather than by company-specific operating news. Yahoo Finance article on US Equity Indexes Mixed Amid Steep Decline in Communication Services
• Neutral Sentiment: Multiple investor-rights firms announced or promoted a securities class action against Microsoft related to alleged Copilot-related disclosures, adding headline risk but not yet changing the underlying business outlook. GlobeNewswire article on MSFT Alert
• Negative Sentiment: New class-action headlines around Microsoft’s Copilot issues and alleged investor harm may weigh on sentiment by increasing legal uncertainty and keeping attention on prior stock declines. PR Newswire article on MSFT Stockholder Alert

Insider Buying and Selling

In other Microsoft news, CEO Judson Althoff sold 15,500 shares of the firm’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 completion of the transaction, the chief executive officer owned 110,477 shares in the company, valued at $50,928,792.23. This trade represents a 12.30% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, EVP Takeshi Numoto sold 4,500 shares of Microsoft stock in a transaction that occurred on Wednesday, June 10th. The shares were sold at an average price of $402.84, for a total value of $1,812,780.00. Following the sale, the executive vice president directly owned 47,468 shares in the company, valued at $19,122,009.12. The trade was a 8.66% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 23,762 shares of company stock valued at $10,508,361 over the last quarter. Corporate insiders own 0.03% of the company’s stock.

Analyst Ratings Changes

MSFT has been the topic of several research analyst reports. BMO Capital Markets lowered their price objective on shares of Microsoft from $575.00 to $505.00 and set an “outperform” rating on the stock in a research note on Tuesday, April 28th. Royal Bank Of Canada reiterated a “buy” rating on shares of Microsoft in a research note on Friday, May 22nd. Deutsche Bank Aktiengesellschaft reduced 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. Dbs Bank decreased their price target on shares of Microsoft from $678.00 to $573.00 in a research report on Thursday, May 7th. Finally, New Street Research dropped their price objective on shares of Microsoft from $675.00 to $600.00 and set a “buy” rating on the stock in a report on Thursday, April 30th. Forty-one investment analysts have rated the stock with a Buy rating and six have given a Hold rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $561.20.

Microsoft Stock Down 3.2%

MSFT opened at $367.34 on Tuesday. The company has a market capitalization of $2.73 trillion, a P/E ratio of 21.87, a P/E/G ratio of 1.37 and a beta of 1.11. 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 firm’s fifty day moving average price is $412.26 and its two-hundred day moving average price is $424.28. Microsoft Corporation has a fifty-two week low of $356.28 and a fifty-two week high of $555.45.

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 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 was up 18.3% on a year-over-year basis. During the same quarter in the prior year, the company posted $3.46 EPS. On average, analysts anticipate that Microsoft Corporation will post 16.76 EPS for the current year.

Microsoft Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Thursday, August 20th will be paid a $0.91 dividend. The ex-dividend date of this dividend is Thursday, August 20th. This represents a $3.64 dividend on an annualized basis and a yield of 1.0%. Microsoft’s payout ratio is presently 21.67%.

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).