Microsoft Corporation $MSFT Shares Sold by Kopp Family Office LLC

Kopp Family Office LLC trimmed its holdings in shares of Microsoft Corporation (NASDAQ:MSFT) by 41.2% during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 4,981 shares of the software giant’s stock after selling 3,489 shares during the quarter. Microsoft accounts for about 1.3% of Kopp Family Office LLC’s portfolio, making the stock its 14th largest position. Kopp Family Office LLC’s holdings in Microsoft were worth $1,844,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Longfellow Investment Management Co. LLC grew its position in Microsoft by 51.3% during the 2nd quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant’s stock worth $29,000 after purchasing an additional 20 shares during the last quarter. Bernzott Capital Advisors purchased a new position in shares of Microsoft in the fourth quarter worth $34,000. Timmons Wealth Management LLC acquired a new stake in shares of Microsoft during the fourth quarter worth $36,000. Fairway Wealth LLC lifted its stake in shares of Microsoft by 287.0% during the fourth quarter. Fairway Wealth LLC now owns 89 shares of the software giant’s stock worth $43,000 after buying an additional 66 shares during the period. Finally, LSV Asset Management purchased a new stake in shares of Microsoft during the fourth quarter valued at $44,000. 71.13% of the stock is currently owned by hedge funds and other institutional investors.

Microsoft News Summary

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

Analyst Upgrades and Downgrades

Several equities analysts recently issued reports on the company. DA Davidson cut their target price on Microsoft from $650.00 to $550.00 and set a “buy” rating on the stock in a research report on Thursday, April 30th. BNP Paribas Exane dropped their price target on Microsoft from $556.00 to $555.00 and set an “outperform” rating on the stock in a research note on Friday, May 1st. Arete Research increased their price objective on Microsoft from $730.00 to $870.00 and gave the company a “buy” rating in a report on Tuesday, May 5th. The Goldman Sachs Group restated a “buy” rating on shares of Microsoft in a research note on Thursday, April 30th. Finally, China Renaissance dropped their target price on Microsoft from $630.00 to $550.00 and set a “buy” rating on the stock in a research report on Monday, May 4th. Forty-one investment analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $560.86.

Insiders Place Their Bets

In other news, EVP Takeshi Numoto sold 4,500 shares of Microsoft stock in a transaction that occurred 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 completion of 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 position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Judson Althoff sold 15,500 shares of the business’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 of the company’s stock, valued at approximately $50,928,792.23. This represents a 12.30% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 23,762 shares of company stock worth $10,508,361. Corporate insiders own 0.03% of the company’s stock.

Microsoft Price Performance

Shares of MSFT opened at $384.28 on Thursday. The business’s 50-day moving average is $407.66 and its two-hundred day moving average is $418.67. The company has a market capitalization of $2.85 trillion, a P/E ratio of 22.87, a P/E/G ratio of 1.34 and a beta of 1.13. Microsoft Corporation has a fifty-two week low of $349.20 and a fifty-two week high of $555.45. 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 issued its quarterly earnings data on Wednesday, April 29th. The software giant reported $4.27 earnings per share (EPS) for the quarter, beating 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 analysts’ expectations of $81.44 billion. During the same quarter in the previous year, the firm posted $3.46 EPS. The company’s revenue for the quarter was up 18.3% on a year-over-year basis. Research analysts predict that Microsoft Corporation will post 16.76 earnings per share for the current year.

Microsoft Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders 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 yield of 0.9%. Microsoft’s payout ratio is presently 21.67%.

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).