Purpose Unlimited Inc. Acquires New Position in Microsoft Corporation $MSFT

Purpose Unlimited Inc. acquired a new stake in Microsoft Corporation (NASDAQ:MSFT) during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund acquired 67,852 shares of the software giant’s stock, valued at approximately $32,815,000. Microsoft makes up approximately 1.5% of Purpose Unlimited Inc.’s investment portfolio, making the stock its 16th biggest holding.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Carter Financial LLC acquired a new stake in shares of Microsoft in the 4th quarter valued at approximately $307,000. Cornerstone Planning LLC purchased a new stake in shares of Microsoft in the fourth quarter valued at approximately $6,474,000. AMG Asset Management Group Inc. acquired a new position in Microsoft during the fourth quarter worth $1,701,000. Forty three Eighteen Advisors LLC acquired a new position in Microsoft during the fourth quarter worth $4,282,000. Finally, Rockefeller Capital Management L.P. raised its position in Microsoft by 3.9% in the fourth quarter. Rockefeller Capital Management L.P. now owns 3,948,766 shares of the software giant’s stock worth $1,909,703,000 after acquiring an additional 148,817 shares in the last quarter. Institutional investors and hedge funds own 71.13% of the company’s stock.

More Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft announced a 20-year power agreement with Chevron for Project Kilby, a 2.67-gigawatt natural-gas-powered data center in West Texas. The deal underscores Microsoft’s commitment to expanding AI/cloud capacity and helps secure long-term electricity for its growing data center needs. Article: Chevron signs power supply deal with Microsoft for Texas data center
• Positive Sentiment: Several articles argue Microsoft’s selloff has made the stock attractive, citing history that suggests a rebound and pointing to still-strong AI and cloud fundamentals. These pieces may be encouraging bargain hunters and long-term investors. Article: History Suggests a Rebound Ahead, Says Top Investor About Microsoft Stock
• Positive Sentiment: Microsoft is also being highlighted for new AI banking connections and deeper enterprise AI integrations, reinforcing the idea that its AI monetization story is still progressing. Article: Microsoft Stock (NASDAQ:MSFT) Notches Up With New AI Banking Connections
• Neutral Sentiment: Market commentary around Satya Nadella’s remarks suggests Microsoft wants broader, cheaper, and more trusted AI rather than a winner-take-all model race. That may help the company strategically, but it is more of a long-term positioning story than an immediate stock catalyst. Article: Why Microsoft Needs to Carve its Own AI Path
• Negative Sentiment: Microsoft is facing fresh securities class action/lawsuit headlines tied to alleged disclosures about Copilot and Azure. Even if the legal impact is uncertain, this adds an overhang for investors. Article: Class Action Lawsuit Has Been Filed Against Microsoft Corporation
• Negative Sentiment: Bearish notes continue to question whether Microsoft’s best growth days are behind it, and some analysts are keeping a cautious stance despite the lower valuation. That skepticism can limit upside in the near term. Article: Microsoft: The Best Days Are Behind It

Wall Street Analysts Forecast Growth

A number of research firms have commented on MSFT. William Blair reissued an “outperform” rating on shares of Microsoft in a report on Monday, March 9th. Guggenheim reaffirmed a “buy” rating and set a $586.00 price target on shares of Microsoft in a research note on Thursday, April 30th. Tigress Financial increased their price target on shares of Microsoft from $595.00 to $680.00 and gave the company a “buy” rating in a report on Wednesday, May 6th. President Capital raised their price objective on shares of Microsoft from $500.00 to $520.00 and gave the company a “buy” rating in a research note on Thursday, April 30th. Finally, Phillip Securities raised shares of Microsoft to a “buy” rating and set a $485.00 price objective on the stock in a report on Wednesday, May 13th. Forty-one investment analysts have rated the stock with a Buy rating and six have given 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 $561.20.

Microsoft Stock Up 1.8%

Microsoft stock opened at $373.94 on Wednesday. Microsoft Corporation has a fifty-two week low of $356.28 and a fifty-two week high of $555.45. The firm has a market capitalization of $2.78 trillion, a price-to-earnings ratio of 22.26, a price-to-earnings-growth ratio of 1.32 and a beta of 1.11. The stock’s fifty day moving average is $412.32 and its two-hundred day moving average is $423.55. 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 (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 during the quarter, compared to the consensus estimate of $81.44 billion. During the same quarter in the previous year, the company posted $3.46 EPS. The business’s revenue was up 18.3% on a year-over-year basis. Analysts predict that Microsoft Corporation will post 16.76 EPS for the current fiscal year.

Microsoft Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Thursday, August 20th will be issued a dividend of $0.91 per share. This represents a $3.64 annualized dividend and a yield of 1.0%. The ex-dividend date is Thursday, August 20th. Microsoft’s dividend payout ratio (DPR) is 21.67%.

Insiders Place Their Bets

In other Microsoft news, EVP Takeshi Numoto sold 4,500 shares of the company’s stock in a transaction dated Wednesday, June 10th. The shares were sold at an average price of $402.84, for a total value of $1,812,780.00. Following the sale, the executive vice president owned 47,468 shares of the company’s stock, valued at $19,122,009.12. This represents a 8.66% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Amy Coleman sold 1,262 shares of the stock in a transaction that occurred on Thursday, May 14th. The shares were 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 owned 46,003 shares in the company, valued at $18,922,874.02. This represents a 2.67% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 23,762 shares of company stock worth $10,508,361. Insiders own 0.03% of the company’s stock.

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).