Hanson & Doremus Investment Management raised its position in Microsoft Corporation (NASDAQ:MSFT – Free Report) by 5.9% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 47,695 shares of the software giant’s stock after purchasing an additional 2,645 shares during the period. Microsoft accounts for 2.0% of Hanson & Doremus Investment Management’s investment portfolio, making the stock its 9th biggest position. Hanson & Doremus Investment Management’s holdings in Microsoft were worth $17,655,000 at the end of the most recent quarter.
Other institutional investors have also recently made changes to their positions in the company. Taylor Securities Services Inc. purchased a new position in shares of Microsoft during the fourth quarter valued at approximately $2,616,000. PMG Family Office LLC bought a new stake in shares of Microsoft during the 3rd quarter valued at about $828,000. Werba Rubin Papier Wealth Management boosted its stake in shares of 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 in the last quarter. SG Americas Securities LLC increased its position in shares of Microsoft by 2,332.1% during the fourth quarter. SG Americas Securities LLC now owns 6,746,017 shares of the software giant’s stock valued at $3,262,509,000 after buying an additional 6,468,645 shares during the period. 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 period. 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 shares bounced as the broader memory and semiconductor market stabilized, helping relieve some of the pressure tied to AI infrastructure and component-cost fears.
- Positive Sentiment: Wedbush and other bullish commentators said the recent tech selloff may be a buying opportunity, arguing Microsoft remains a core AI leader despite near-term volatility. Dan Ives Says Microsoft And Meta Are Being Treated Like ‘Bear Market’ Stocks
- Positive Sentiment: Microsoft was mentioned in new partnerships and product integrations, including Commvault, PitchBook, FPT, and ICON plc, reinforcing demand for Microsoft’s cloud and AI ecosystem. Microsoft Just Made Commvault a Native Azure Service. Here Is How to Play CVLT Stock.
- Neutral Sentiment: Microsoft also drew attention from investors after Michael Burry disclosed a long position, which some traders viewed as a contrarian buy signal.
- Neutral Sentiment: Multiple articles noted analysts still like the stock long term, but Wall Street remains focused on whether AI spending is destroying near-term margins and free cash flow. Wall Street Analysts Think Microsoft (MSFT) Is a Good Investment: Is It?
- Negative Sentiment: Stifel cut its Microsoft price target and warned that FY27 gross margin estimates may be too high because Azure growth is coming with heavier capex and margin pressure. Microsoft’s Stock Is Crippled
- Negative Sentiment: Microsoft announced another worldwide Xbox price increase, citing soaring memory and storage costs, which adds to concerns that hardware inflation is squeezing the gaming business.
- Negative Sentiment: New legal and regulatory pressure also weighed on the stock, including an Italy antitrust probe into Microsoft 365 pricing and new shareholder class-action notices over alleged investor misinformation.
Insiders Place Their Bets
Wall Street Analyst Weigh In
MSFT has been the subject of several research reports. Citizens Jmp began coverage on shares of Microsoft in a research note on Monday, June 1st. They issued an “outperform” rating and a $550.00 price target for the company. William Blair reaffirmed an “outperform” rating on shares of Microsoft in a research note on Monday, March 9th. Barclays reiterated an “overweight” rating on shares of Microsoft in a research note on Wednesday, June 3rd. Piper Sandler reissued an “overweight” rating on shares of Microsoft in a research report on Tuesday, May 26th. Finally, Cantor Fitzgerald reiterated an “overweight” rating and issued a $502.00 target price on shares of Microsoft in a research note on Thursday, June 4th. Forty-one 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 price target of $560.86.
Read Our Latest Research Report on Microsoft
Microsoft Stock Performance
Shares of MSFT opened at $372.97 on Friday. The business has a 50-day simple moving average of $410.37 and a two-hundred day simple moving average of $421.47. The stock has a market cap of $2.77 trillion, a price-to-earnings ratio of 22.20, a PEG ratio of 1.27 and a beta of 1.11. Microsoft Corporation has a 52 week low of $349.20 and a 52 week high of $555.45. The company has a quick ratio of 1.27, a current ratio of 1.28 and a debt-to-equity ratio of 0.08.
Microsoft (NASDAQ:MSFT – Get Free Report) last announced 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 firm had revenue of $82.89 billion during 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 company’s revenue for the quarter was up 18.3% compared to the same quarter last year. During the same period in the prior year, the company posted $3.46 earnings per share. On average, analysts expect that Microsoft Corporation will post 16.76 EPS for the current year.
Microsoft Announces Dividend
The business also recently disclosed 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 dividend yield of 1.0%. The ex-dividend date of this dividend is Thursday, August 20th. Microsoft’s dividend payout ratio is 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).
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