Microsoft Corporation $MSFT is Fulcrum Capital LLC’s 2nd Largest Position

Fulcrum Capital LLC boosted its holdings in Microsoft Corporation (NASDAQ:MSFT) by 8.3% during the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 83,376 shares of the software giant’s stock after acquiring an additional 6,364 shares during the quarter. Microsoft accounts for about 6.7% of Fulcrum Capital LLC’s investment portfolio, making the stock its 2nd largest position. Fulcrum Capital LLC’s holdings in Microsoft were worth $30,863,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Taylor Securities Services Inc. bought a new stake in shares of Microsoft in the fourth quarter worth about $2,616,000. Werba Rubin Papier Wealth Management raised its position in Microsoft by 15.7% during 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 purchasing an additional 1,698 shares during the last quarter. SG Americas Securities LLC lifted its holdings in Microsoft by 2,332.1% in 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 buying an additional 6,468,645 shares during the period. World Investment Advisors lifted its holdings in Microsoft by 22.1% in the 4th quarter. World Investment Advisors now owns 272,424 shares of the software giant’s stock worth $131,750,000 after buying an additional 49,371 shares during the period. Finally, Overbrook Management Corp grew its position in shares of Microsoft by 2.8% in the 4th quarter. Overbrook Management Corp now owns 87,535 shares of the software giant’s stock worth $42,334,000 after buying an additional 2,384 shares during the last quarter. Hedge funds and other institutional investors own 71.13% of the company’s stock.

Insiders Place Their Bets

In related news, CEO Judson Althoff sold 15,500 shares of the company’s stock in a transaction 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 owned 110,477 shares in the company, valued at approximately $50,928,792.23. This represents a 12.30% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP Takeshi Numoto sold 4,500 shares of the firm’s 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 directly owned 47,468 shares of the company’s stock, valued at $19,122,009.12. The trade was a 8.66% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 23,762 shares of company stock worth $10,508,361. Corporate insiders own 0.03% of the company’s stock.

Microsoft Stock Up 0.0%

MSFT stock opened at $381.70 on Friday. The company has a market cap of $2.84 trillion, a price-to-earnings ratio of 22.72, a P/E/G ratio of 1.17 and a beta of 1.13. The company has a debt-to-equity ratio of 0.08, a quick ratio of 1.27 and a current ratio of 1.28. The business’s 50-day moving average is $398.21 and its two-hundred day moving average is $408.08. 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 analysts’ consensus estimates of $4.06 by $0.21. The company had revenue of $82.89 billion for the quarter, compared to the consensus estimate of $81.44 billion. Microsoft had a net margin of 39.34% and a return on equity of 31.94%. The firm’s revenue was up 18.3% compared to the same quarter last year. During the same quarter last year, the firm posted $3.46 earnings per share. As a group, analysts forecast that Microsoft Corporation will post 16.7 earnings per share for the current year.

Microsoft Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders 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 dividend yield of 1.0%. The ex-dividend date is Thursday, August 20th. Microsoft’s dividend payout ratio is presently 21.67%.

Key Stories Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft joined 25 tech companies in urging U.S. policymakers not to impose broad restrictions on open-weight and open-source AI models, a stance that supports its broader AI ecosystem strategy and could help preserve flexibility for future product development. Reuters article
• Positive Sentiment: Microsoft also backed a coalition letter with Nvidia, Meta, and other firms arguing that open-weight AI is important for U.S. leadership, reinforcing investor confidence that the company remains a major AI platform player rather than being boxed into one model provider. Business Insider article
• Positive Sentiment: Microsoft’s expanded Databricks partnership extends a key cloud/data-AI relationship through the 2030s, which should help Azure adoption and strengthen long-term enterprise demand for Microsoft’s cloud services. TipRanks article
• Neutral Sentiment: Several previews ahead of Microsoft’s July 29 earnings report say the big investor focus will be FY2027 CapEx guidance and Azure growth, with analysts expecting strong results but worrying that AI infrastructure spending could weigh on free cash flow and margins. MarketBeat article
• Negative Sentiment: Multiple law firms issued class-action alerts and deadline reminders tied to Microsoft securities-fraud claims, including allegations related to Copilot disclosures, which adds headline risk and may keep some investors cautious into earnings. GlobeNewswire article
• Negative Sentiment: Broader tech weakness tied to AI spending fears also weighed on Microsoft, as investors sold mega-cap names after seeing massive capital outlays across the sector and questioning near-term returns on AI investment. Fox Business article

Wall Street Analysts Forecast Growth

MSFT has been the subject of several research reports. CLSA began coverage on shares of Microsoft in a report on Monday. They issued an “outperform” rating and a $535.00 price objective for the company. Weiss Ratings reiterated a “hold (c)” rating on shares of Microsoft in a research report on Monday, July 6th. Evercore reissued an “outperform” rating and issued a $525.00 price target on shares of Microsoft in a research note on Wednesday, July 15th. Dbs Bank lowered their price objective on shares of Microsoft from $678.00 to $573.00 in a report on Thursday, May 7th. Finally, Citizens Jmp started coverage on Microsoft in a report on Monday, June 1st. They set an “outperform” rating and a $550.00 target price on the stock. Forty-two investment analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $555.40.

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).