Tanager Wealth Management LLP Grows Position in Microsoft Corporation $MSFT

Tanager Wealth Management LLP grew its holdings in shares of Microsoft Corporation (NASDAQ:MSFT) by 73.2% in the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 43,969 shares of the software giant’s stock after purchasing an additional 18,589 shares during the quarter. Microsoft comprises approximately 1.6% of Tanager Wealth Management LLP’s portfolio, making the stock its 18th biggest holding. Tanager Wealth Management LLP’s holdings in Microsoft were worth $16,274,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently modified their holdings of MSFT. Longfellow Investment Management Co. LLC raised its holdings 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 bought a new position in shares of Microsoft in the fourth quarter worth $34,000. Timmons Wealth Management LLC purchased a new position in shares of Microsoft in the fourth quarter valued at $36,000. Fairway Wealth LLC grew its position in shares of Microsoft by 287.0% in 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 in the last quarter. Finally, LSV Asset Management bought a new stake in shares of Microsoft during the 4th quarter valued at $44,000. Institutional investors own 71.13% of the company’s stock.

Key Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Haleon signed a new five-year collaboration with Microsoft to expand use of its AI, cloud, and data technologies, underscoring continued enterprise adoption of Microsoft’s AI stack. Article Title
• Positive Sentiment: A Jefferies CIO survey showed Azure widening its lead over AWS among U.S. CIOs, supporting the case that Microsoft’s cloud momentum remains intact. Article Title
• Positive Sentiment: Analysts remain constructive on the stock, with JMP Securities reaffirming an Outperform view after Copilot Cowork’s launch and other coverage pointing to Microsoft’s AI growth potential. Article Title
• Neutral Sentiment: Microsoft is still drawing investor attention as a long-term AI winner, but several commentary pieces argue the stock is also under pressure from higher valuation scrutiny and broad Magnificent 7 weakness. Article Title
• Negative Sentiment: Reports that Microsoft may cut thousands of jobs, including in Xbox, sales, and consulting, are fueling concern that heavy AI spending is pressuring margins and forcing cost reductions. Article Title
• Negative Sentiment: Investor class-action notices tied to alleged Copilot/Azure misrepresentations are adding legal overhang and keeping sentiment cautious around MSFT. Article Title

Insider Transactions at Microsoft

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 value of $7,145,345.00. Following the completion of the transaction, the chief executive officer directly owned 110,477 shares in the company, valued at approximately $50,928,792.23. The trade was a 12.30% decrease in their ownership of the stock. The sale was disclosed in a legal filing 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 on Thursday, May 14th. The shares were sold at an average price of $411.34, for a total value of $519,111.08. Following the completion of the transaction, the executive vice president directly owned 46,003 shares in the company, valued at approximately $18,922,874.02. This represents a 2.67% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 23,762 shares of company stock valued at $10,508,361 in the last quarter. Insiders own 0.03% of the company’s stock.

Microsoft Stock Performance

NASDAQ:MSFT opened at $384.28 on Thursday. The stock has a market cap of $2.85 trillion, a P/E ratio of 22.87, a PEG ratio of 1.34 and a beta of 1.13. The company has a quick ratio of 1.27, a current ratio of 1.28 and a debt-to-equity ratio of 0.08. The business’s 50-day moving average price is $407.66 and its two-hundred day moving average price is $418.67. Microsoft Corporation has a twelve month low of $349.20 and a twelve month high of $555.45.

Microsoft (NASDAQ:MSFT) last issued its quarterly earnings data on Wednesday, April 29th. The software giant reported $4.27 EPS for the quarter, topping the consensus estimate of $4.06 by $0.21. The company had revenue of $82.89 billion during the quarter, compared to analyst estimates of $81.44 billion. Microsoft had a return on equity of 31.94% and a net margin of 39.34%.Microsoft’s revenue was up 18.3% on a year-over-year basis. During the same quarter in the previous year, the firm earned $3.46 earnings per share. As a group, equities analysts predict that Microsoft Corporation will post 16.76 EPS for the current fiscal year.

Microsoft Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Thursday, August 20th will be issued a $0.91 dividend. The ex-dividend date of this dividend 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 is presently 21.67%.

Wall Street Analysts Forecast Growth

A number of brokerages recently issued reports on MSFT. Evercore dropped their price objective on Microsoft from $580.00 to $510.00 and set an “outperform” rating on the stock in a report on Thursday, April 30th. UBS Group reiterated a “buy” rating on shares of Microsoft in a research report on Friday, April 24th. Barclays reissued an “overweight” rating on shares of Microsoft in a report on Wednesday, June 3rd. Stifel Nicolaus cut their price objective on shares of Microsoft from $415.00 to $400.00 and set a “hold” rating for the company in a research report on Thursday, June 25th. Finally, Arete Research boosted their price objective on shares of Microsoft from $730.00 to $870.00 and gave the company a “buy” rating in a research note on Tuesday, May 5th. Forty-one analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, Microsoft currently has a consensus rating of “Moderate Buy” and an average target price of $560.86.

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).