Caliber Wealth Management LLC KS Has $7.64 Million Stock Position in Microsoft Corporation $MSFT

Caliber Wealth Management LLC KS increased its stake in Microsoft Corporation (NASDAQ:MSFT) by 9.6% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 20,641 shares of the software giant’s stock after buying an additional 1,811 shares during the quarter. Microsoft makes up 0.8% of Caliber Wealth Management LLC KS’s holdings, making the stock its 21st biggest position. Caliber Wealth Management LLC KS’s holdings in Microsoft were worth $7,641,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors have also made changes to their positions in the company. GraniteShares Advisors LLC increased its holdings in Microsoft by 2.2% during the first quarter. GraniteShares Advisors LLC now owns 11,811 shares of the software giant’s stock worth $4,372,000 after buying an additional 250 shares during the last quarter. Asset Planning Inc lifted its stake in Microsoft by 7.9% in the first quarter. Asset Planning Inc now owns 5,116 shares of the software giant’s stock valued at $1,894,000 after acquiring an additional 376 shares during the last quarter. Mayflower Financial Advisors LLC lifted its stake in Microsoft by 0.3% in the first quarter. Mayflower Financial Advisors LLC now owns 44,152 shares of the software giant’s stock valued at $16,344,000 after acquiring an additional 148 shares during the last quarter. Powell Investment Advisors LLC grew its position in shares of Microsoft by 48.7% in the 1st quarter. Powell Investment Advisors LLC now owns 6,034 shares of the software giant’s stock valued at $2,234,000 after acquiring an additional 1,977 shares during the period. Finally, Conscious Wealth Investments LLC grew its position in shares of Microsoft by 5.9% in the 1st quarter. Conscious Wealth Investments LLC now owns 10,828 shares of the software giant’s stock valued at $4,451,000 after acquiring an additional 601 shares during the period. 71.13% of the stock is owned by institutional investors.

Insider Transactions at Microsoft

In related news, EVP Takeshi Numoto sold 4,500 shares of Microsoft stock in a transaction that occurred 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 of the company’s stock, valued at approximately $19,122,009.12. This trade represents a 8.66% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, CEO Judson Althoff sold 15,500 shares of the business’s stock in a transaction 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 sale, the chief executive officer owned 110,477 shares of the company’s stock, valued at $50,928,792.23. This trade represents a 12.30% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 23,762 shares of company stock worth $10,508,361. Company insiders own 0.03% of the company’s stock.

Wall Street Analyst Weigh In

MSFT has been the topic of a number of research analyst reports. Evercore dropped their target price on shares of Microsoft from $580.00 to $510.00 and set an “outperform” rating on the stock in a report on Thursday, April 30th. Sanford C. Bernstein cut Microsoft from an “outperform” rating to a “hold” rating in a report on Monday. DZ Bank reissued a “buy” rating on shares of Microsoft in a research report on Thursday, April 30th. Rothschild & Co Redburn dropped their price objective on Microsoft from $450.00 to $400.00 and set a “neutral” rating on the stock in a research note on Thursday, April 23rd. Finally, Raymond James Financial cut Microsoft from a “market perform” rating to a “market perform” rating in a research report on Tuesday, May 5th. Forty-one analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company’s stock. According to MarketBeat.com, Microsoft presently has a consensus rating of “Moderate Buy” and an average target price of $559.84.

Trending Headlines about Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Argus lowered its price target on Microsoft but kept a buy rating, still implying roughly 32% upside from current levels. Benzinga / The Fly report on Argus price target cut
• Positive Sentiment: Analysts and market commentary continue to point to Microsoft’s AI and Azure buildout as a long-term driver, with one piece arguing that AI data centers are effectively “pre-sold,” suggesting strong demand for Microsoft’s infrastructure spending. Article on AI spending returns
• Positive Sentiment: Microsoft’s recent earnings showed the company beat expectations on both revenue and EPS, reinforcing that the core business remains healthy despite the stock’s weak price action.
• Neutral Sentiment: Microsoft’s Xbox/gaming unit is facing restructuring under Asha Sharma, including layoffs and tough decisions about studio strategy, which adds uncertainty but could improve efficiency over time. FT article on Xbox changes
• Neutral Sentiment: The Federal Reserve named Xbox CEO Asha Sharma to a jobs-and-productivity task force, keeping Microsoft in the policy conversation around AI and labor, but with no immediate financial impact. Yahoo Finance report on Fed task force
• Negative Sentiment: Multiple law firms issued notices about a securities fraud class action tied to alleged AI/Copilot misrepresentations, increasing headline risk and investor caution. PR Newswire lawsuit notice
• Negative Sentiment: Reports that Starbucks is building internal AI to replace some Microsoft software underscore a broader threat: customers may use AI to reduce reliance on Microsoft’s enterprise products, which could pressure future software revenue. MarketBeat Starbucks AI cost-cutting article
• Negative Sentiment: Microsoft’s AI expansion is also drawing criticism over rising emissions and heavy capital spending, feeding worries that the company is paying more for growth while investors question the payback period. TechXplore emissions report

Microsoft Stock Performance

Shares of MSFT stock opened at $385.10 on Friday. Microsoft Corporation has a 52 week low of $349.20 and a 52 week high of $555.45. The company has a market capitalization of $2.86 trillion, a price-to-earnings ratio of 22.92, a PEG ratio of 1.20 and a beta of 1.13. The company has a 50-day simple moving average of $402.33 and a 200 day simple moving average of $414.58. 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 (NASDAQ:MSFT) last released its quarterly earnings results on Wednesday, April 29th. The software giant reported $4.27 earnings per share for the quarter, beating the consensus estimate of $4.06 by $0.21. The firm had revenue of $82.89 billion for 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 period in the prior year, the firm earned $3.46 EPS. On average, sell-side analysts predict that Microsoft Corporation will post 16.76 earnings per share for the current year.

Microsoft Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Thursday, August 20th will be paid a dividend of $0.91 per share. The ex-dividend date is Thursday, August 20th. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.9%. Microsoft’s dividend payout ratio (DPR) is 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).