Microsoft Corporation $MSFT Shares Bought by Coerente Capital Management

Coerente Capital Management increased its position in shares of Microsoft Corporation (NASDAQ:MSFT) by 1.8% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 114,582 shares of the software giant’s stock after purchasing an additional 1,984 shares during the quarter. Microsoft accounts for about 7.9% of Coerente Capital Management’s investment portfolio, making the stock its 2nd largest holding. Coerente Capital Management’s holdings in Microsoft were worth $42,415,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also modified their holdings of the company. Taylor Securities Services Inc. acquired a new position in Microsoft in the 4th quarter valued at approximately $2,616,000. PMG Family Office LLC purchased a new stake in shares of Microsoft during the third quarter worth $828,000. Werba Rubin Papier Wealth Management grew its stake in shares of Microsoft by 15.7% in the 4th quarter. Werba Rubin Papier Wealth Management now owns 12,492 shares of the software giant’s stock valued at $6,041,000 after buying an additional 1,698 shares in the last quarter. SG Americas Securities LLC increased its stake in shares of Microsoft by 2,332.1% during the 4th quarter. SG Americas Securities LLC now owns 6,746,017 shares of the software giant’s stock worth $3,262,509,000 after purchasing an additional 6,468,645 shares during the last quarter. Finally, World Investment Advisors lifted its stake in shares of Microsoft by 22.1% in the 4th quarter. World Investment Advisors now owns 272,424 shares of the software giant’s stock valued at $131,750,000 after purchasing an additional 49,371 shares during the last quarter. 71.13% of the stock is owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other 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 transaction 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 $50,928,792.23. This trade represents a 12.30% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Takeshi Numoto sold 4,500 shares of the business’s stock in a transaction on Wednesday, June 10th. The stock was sold at an average price of $402.84, for a total transaction of $1,812,780.00. Following the completion of the sale, the executive vice president directly owned 47,468 shares in the company, valued at approximately $19,122,009.12. This represents a 8.66% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 23,762 shares of company stock valued at $10,508,361 in the last quarter. 0.03% of the stock is currently owned by insiders.

Analyst Upgrades and Downgrades

Several research firms have weighed in on MSFT. Piper Sandler restated an “overweight” rating on shares of Microsoft in a research report on Tuesday, May 26th. HSBC reduced their price objective on Microsoft from $593.00 to $571.00 in a report on Thursday, April 30th. Bank of America began coverage on Microsoft in a research note on Tuesday, March 24th. They issued a “buy” rating and a $500.00 target price for the company. Wedbush reiterated an “outperform” rating and issued a $575.00 price target on shares of Microsoft in a report on Wednesday, May 13th. Finally, Phillip Securities upgraded Microsoft to a “buy” rating and set a $485.00 price objective for the company in a research report on Wednesday, May 13th. Forty-one equities research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $560.86.

Microsoft News Summary

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

Microsoft Trading Down 1.2%

Shares of NASDAQ MSFT opened at $368.57 on Tuesday. Microsoft Corporation has a twelve month low of $349.20 and a twelve month high of $555.45. The stock has a market cap of $2.74 trillion, a price-to-earnings ratio of 21.94, a P/E/G ratio of 1.34 and a beta of 1.11. 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 company’s fifty day moving average is $409.33 and its 200-day moving average is $420.11.

Microsoft (NASDAQ:MSFT) last issued its quarterly earnings data on Wednesday, April 29th. The software giant reported $4.27 EPS for the quarter, topping the consensus estimate 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 for the quarter, compared to the consensus estimate of $81.44 billion. During the same quarter last year, the business posted $3.46 EPS. The firm’s revenue was up 18.3% compared to the same quarter last year. Equities research analysts predict that Microsoft Corporation will post 16.76 EPS for the current year.

Microsoft Dividend Announcement

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