Cache Advisors LLC Boosts Stake in Microsoft Corporation $MSFT

Cache Advisors LLC boosted its holdings in shares of Microsoft Corporation (NASDAQ:MSFT) by 24.1% in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 77,875 shares of the software giant’s stock after purchasing an additional 15,114 shares during the period. Microsoft comprises 3.3% of Cache Advisors LLC’s portfolio, making the stock its 7th biggest holding. Cache Advisors LLC’s holdings in Microsoft were worth $28,827,000 as of its most recent SEC filing.

A number of other institutional investors also recently added to or reduced their stakes in MSFT. Longfellow Investment Management Co. LLC boosted its stake in shares of Microsoft by 51.3% in the 2nd quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant’s stock valued at $29,000 after purchasing an additional 20 shares in the last quarter. Bernzott Capital Advisors acquired a new stake in shares of Microsoft during the 4th quarter worth about $34,000. Timmons Wealth Management LLC acquired a new stake in shares of Microsoft during the 4th quarter worth about $36,000. Fairway Wealth LLC lifted its holdings in Microsoft by 287.0% during the 4th quarter. Fairway Wealth LLC now owns 89 shares of the software giant’s stock valued at $43,000 after purchasing an additional 66 shares during the last quarter. Finally, LSV Asset Management bought a new position in Microsoft during the 4th quarter valued at about $44,000. 71.13% of the stock is owned by institutional investors and hedge funds.

More Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Some bullish voices argue the selloff has made Microsoft look oversold, with analysts and strategists like Dan Ives calling the pullback a buying opportunity and pointing to Microsoft’s long-term AI and cloud strength. Dan Ives Says the $3 Trillion Tech Wipeout Is a Buying Opportunity. Here’s His Case
• Positive Sentiment: Michael Burry disclosed long-dated call options on Microsoft, a signal that at least one high-profile investor sees significant upside over the next several years. “Big Short” Legend Michael Burry Just Bet Big on Microsoft
• Positive Sentiment: Microsoft also announced new enterprise partnerships, including integrations that expand its cloud, AI, and cybersecurity ecosystem, which supports the long-term growth story. Microsoft (MSFT) Expands Operations With a New Strategic Partnership
• Neutral Sentiment: Several articles frame the stock’s recent weakness as a value-versus-trap debate, reflecting uncertainty rather than a clear new catalyst. Microsoft Stock: Value Trap or Buying Opportunity?
• Neutral Sentiment: Microsoft is also facing fresh regulatory and legal scrutiny, including an EU gatekeeper review, an Italy antitrust probe, and a copyright lawsuit tied to AI training data, which adds headline risk. Microsoft (MSFT) Faces EU Gatekeeper Move And Italy Antitrust Probe
• Negative Sentiment: Brokerage sentiment has also turned more cautious, with Stifel cutting its price target and keeping a Hold rating amid margin concerns. Stifel Lowers PT on Microsoft (MSFT), Maintains a Hold Rating
• Negative Sentiment: Investor lawsuits and class-action notices related to alleged securities fraud and Copilot deficiencies are adding to sentiment pressure around the stock. Deadline Alert: Microsoft Corporation (MSFT) Shareholders Who Lost Money Urged To Contact Glancy Prongay Wolke & Rotter LLP About Securities Fraud Lawsuit

Wall Street Analyst Weigh In

Several brokerages have weighed in on MSFT. Deutsche Bank Aktiengesellschaft decreased their price objective on shares of Microsoft from $575.00 to $550.00 and set a “buy” rating on the stock in a research note on Thursday, April 30th. Citizens Jmp initiated coverage on Microsoft in a report on Monday, June 1st. They issued an “outperform” rating and a $550.00 target price on the stock. Truist Financial decreased their price target on Microsoft from $675.00 to $575.00 and set a “buy” rating on the stock in a research report on Thursday, April 30th. Cantor Fitzgerald reaffirmed an “overweight” rating and set a $502.00 price target on shares of Microsoft in a report on Thursday, June 4th. Finally, New Street Research cut their price objective on Microsoft from $675.00 to $600.00 and set a “buy” rating for the company in a research report on Thursday, April 30th. Forty-one equities research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $560.86.

Insider Buying and Selling

In other Microsoft news, 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 transaction of $519,111.08. Following the completion of the sale, the executive vice president directly owned 46,003 shares of the company’s stock, valued at approximately $18,922,874.02. The trade was a 2.67% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, CEO Judson Althoff sold 15,500 shares of the company’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 approximately $50,928,792.23. The trade was a 12.30% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 23,762 shares of company stock worth $10,508,361 over the last three months. 0.03% of the stock is currently owned by company insiders.

Microsoft Stock Performance

Shares of Microsoft stock opened at $368.57 on Tuesday. 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 has a market cap of $2.74 trillion, a P/E ratio of 21.94, a P/E/G ratio of 1.34 and a beta of 1.11. The firm has a 50 day simple moving average of $409.33 and a 200 day simple moving average of $420.11. Microsoft Corporation has a fifty-two week low of $349.20 and a fifty-two week high of $555.45.

Microsoft (NASDAQ:MSFT) last posted its quarterly earnings data on Wednesday, April 29th. The software giant reported $4.27 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.06 by $0.21. The firm had revenue of $82.89 billion for the quarter, compared to the consensus estimate of $81.44 billion. Microsoft had a return on equity of 31.94% and a net margin of 39.34%.The business’s revenue for the quarter was up 18.3% compared to the same quarter last year. During the same quarter in the prior year, the business earned $3.46 EPS. Sell-side analysts predict that Microsoft Corporation will post 16.76 earnings per share for the current fiscal year.

Microsoft Announces Dividend

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

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).