Microsoft Corporation $MSFT is Duncker Streett & Co. Inc.’s 6th Largest Position

Duncker Streett & Co. Inc. trimmed its holdings in shares of Microsoft Corporation (NASDAQ:MSFT) by 8.7% during the 1st quarter, HoldingsChannel.com reports. The firm owned 42,659 shares of the software giant’s stock after selling 4,053 shares during the quarter. Microsoft accounts for approximately 3.0% of Duncker Streett & Co. Inc.’s investment portfolio, making the stock its 6th biggest position. Duncker Streett & Co. Inc.’s holdings in Microsoft were worth $15,791,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also modified their holdings of MSFT. Longfellow Investment Management Co. LLC lifted its stake in Microsoft by 51.3% during the 2nd quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant’s stock valued at $29,000 after acquiring an additional 20 shares during the period. Bernzott Capital Advisors purchased a new position in shares of Microsoft during the fourth quarter valued at approximately $34,000. Timmons Wealth Management LLC purchased a new position in shares of Microsoft during the fourth quarter valued at approximately $36,000. Fairway Wealth LLC lifted its position in Microsoft by 287.0% during the fourth 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 period. Finally, LSV Asset Management purchased a new stake in Microsoft in the fourth quarter worth approximately $44,000. 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 expanded its strategic partnership with Mistral AI to strengthen Europe-focused AI infrastructure and bring Mistral models deeper into Microsoft’s cloud and AI platforms, reinforcing its long-term AI growth story. Reuters article on Microsoft funding Mistral’s European AI expansion
• Positive Sentiment: Morgan Stanley turned constructive on Microsoft, saying sentiment on software stocks has become too negative and assigning MSFT an Overweight rating with a $600 price target. Investopedia article on Morgan Stanley software picks
• Positive Sentiment: Analysts and market commentators say Microsoft could be undervalued heading into earnings, with several pieces arguing the stock may be a bargain if Azure growth and AI execution improve. TipRanks article on Microsoft as a bargain ahead of earnings
• Neutral Sentiment: Microsoft is scheduled to report fiscal Q4 results on July 29, and investors are focusing on Azure growth, AI spending, and Copilot adoption as the key questions for the call. Proactive Investors article on Microsoft earnings and Azure growth
• Neutral Sentiment: Microsoft’s expanded AI deal with AMD also supports the bull case for Azure infrastructure, but it underscores that Microsoft is still spending heavily to secure future AI capacity rather than immediately harvesting profits. Proactive Investors article on Microsoft expanding AMD partnership
• Negative Sentiment: Multiple law firms issued fresh class-action reminders tied to Microsoft’s alleged AI misstatements, keeping legal risk in the spotlight and adding pressure on sentiment. Pomerantz class-action alert for Microsoft investors
• Negative Sentiment: Headlines about a securities fraud lawsuit and allegations that Microsoft overstated Copilot functionality may weigh on the stock by reinforcing concerns around AI execution and disclosure. PR Newswire lawsuit notice on Microsoft Copilot functionality

Wall Street Analyst Weigh In

A number of equities research analysts have commented on the stock. BNP Paribas Exane cut their target price on shares of Microsoft from $556.00 to $555.00 and set an “outperform” rating for the company in a research report on Friday, May 1st. Barclays restated an “overweight” rating on shares of Microsoft in a research note on Wednesday, June 3rd. CLSA initiated coverage on Microsoft in a report on Monday. They issued an “outperform” rating and a $535.00 price objective for the company. Sanford C. Bernstein cut Microsoft from an “outperform” rating to a “hold” rating in a research report on Monday, July 6th. Finally, Truist Financial lowered their target price on Microsoft from $675.00 to $575.00 and set a “buy” rating on the stock in a report on Thursday, April 30th. Forty-two equities research analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company. According to data from MarketBeat.com, Microsoft currently has an average rating of “Moderate Buy” and an average target price of $556.37.

Insider Activity

In related news, EVP Takeshi Numoto sold 4,500 shares of Microsoft stock in a transaction on Wednesday, June 10th. The shares were sold at an average price of $402.84, for a total transaction of $1,812,780.00. Following the transaction, the executive vice president owned 47,468 shares in the company, valued at approximately $19,122,009.12. The trade was a 8.66% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Amy Coleman sold 1,262 shares of the company’s stock in a transaction on 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 transaction, the executive vice president directly owned 46,003 shares of the company’s stock, valued at $18,922,874.02. This represents a 2.67% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 23,762 shares of company stock worth $10,508,361 in the last three months. Company insiders own 0.03% of the company’s stock.

Microsoft Trading Down 1.1%

Shares of NASDAQ:MSFT opened at $397.75 on Wednesday. The stock has a 50 day moving average of $399.87 and a 200 day moving average of $409.57. The company has a market cap of $2.95 trillion, a PE ratio of 23.68, a price-to-earnings-growth ratio of 1.20 and a beta of 1.13. The company has a current ratio of 1.28, a quick ratio of 1.27 and a debt-to-equity ratio of 0.08. Microsoft Corporation has a 12-month low of $349.20 and a 12-month high of $555.45.

Microsoft (NASDAQ:MSFT) last released its earnings results on Wednesday, April 29th. The software giant reported $4.27 EPS for the quarter, topping analysts’ consensus estimates of $4.06 by $0.21. Microsoft had a net margin of 39.34% and a return on equity of 31.94%. The company had revenue of $82.89 billion for the quarter, compared to analysts’ expectations of $81.44 billion. During the same quarter last year, the business earned $3.46 EPS. The firm’s revenue was up 18.3% compared to the same quarter last year. As a group, equities research analysts expect that Microsoft Corporation will post 16.71 EPS for the current year.

Microsoft Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Thursday, August 20th will be given a dividend of $0.91 per share. This represents a $3.64 annualized dividend and a dividend yield of 0.9%. The ex-dividend date is Thursday, August 20th. Microsoft’s dividend payout ratio (DPR) is presently 21.67%.

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).