Torray Investment Partners LLC Sells 1,570 Shares of Microsoft Corporation $MSFT

Torray Investment Partners LLC decreased its holdings in Microsoft Corporation (NASDAQ:MSFT) by 4.4% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 33,960 shares of the software giant’s stock after selling 1,570 shares during the quarter. Microsoft makes up 2.4% of Torray Investment Partners LLC’s investment portfolio, making the stock its 20th biggest holding. Torray Investment Partners LLC’s holdings in Microsoft were worth $16,424,000 as of its most recent SEC filing.

Several other institutional investors also recently modified their holdings of the business. Vanguard Group Inc. grew its stake in shares of Microsoft by 1.1% in the first quarter. Vanguard Group Inc. now owns 691,386,214 shares of the software giant’s stock worth $259,539,471,000 after purchasing an additional 7,314,509 shares during the last quarter. State Street Corp grew its stake in shares of Microsoft by 1.1% in the second quarter. State Street Corp now owns 299,196,519 shares of the software giant’s stock worth $148,823,341,000 after purchasing an additional 3,166,275 shares during the last quarter. Geode Capital Management LLC grew its stake in shares of Microsoft by 2.0% in the second quarter. Geode Capital Management LLC now owns 179,001,751 shares of the software giant’s stock worth $88,714,256,000 after purchasing an additional 3,532,054 shares during the last quarter. Norges Bank bought a new stake in shares of Microsoft in the second quarter worth $50,493,678,000. Finally, Northern Trust Corp grew its stake in shares of Microsoft by 16.1% in the fourth quarter. Northern Trust Corp now owns 83,787,746 shares of the software giant’s stock worth $35,316,535,000 after purchasing an additional 11,600,470 shares during the last quarter. Institutional investors own 71.13% of the company’s stock.

Microsoft Price Performance

Shares of NASDAQ MSFT opened at $423.54 on Tuesday. The firm’s 50-day moving average price is $398.43 and its 200-day moving average price is $439.92. Microsoft Corporation has a 1-year low of $356.28 and a 1-year high of $555.45. The firm has a market capitalization of $3.15 trillion, a P/E ratio of 25.21, a P/E/G ratio of 1.52 and a beta of 1.10. The company has a current ratio of 1.28, a quick ratio of 1.27 and a debt-to-equity ratio of 0.08.

Microsoft (NASDAQ:MSFT) last announced its quarterly earnings data on Wednesday, April 29th. The software giant reported $4.27 earnings per share for the quarter, beating the consensus estimate of $4.06 by $0.21. Microsoft had a net margin of 39.34% and a return on equity of 31.94%. The firm had revenue of $82.89 billion for the quarter, compared to analyst estimates of $81.44 billion. During the same quarter in the prior year, the business earned $3.46 earnings per share. The business’s quarterly revenue was up 18.3% compared to the same quarter last year. Equities research analysts anticipate that Microsoft Corporation will post 16.76 earnings per share for the current fiscal year.

Microsoft Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, June 11th. Stockholders of record on Thursday, May 21st will be issued a dividend of $0.91 per share. The ex-dividend date is Thursday, May 21st. This represents a $3.64 annualized dividend and a dividend yield of 0.9%. Microsoft’s dividend payout ratio is currently 21.67%.

Analyst Upgrades and Downgrades

A number of analysts have commented on the stock. Oppenheimer reaffirmed an “outperform” rating and set a $515.00 price target (down from $630.00) on shares of Microsoft in a research report on Monday, April 27th. Scotiabank cut their price target on shares of Microsoft from $600.00 to $550.00 and set an “outperform” rating on the stock in a research report on Thursday, April 30th. JPMorgan Chase & Co. cut their price target on shares of Microsoft from $575.00 to $550.00 and set an “overweight” rating on the stock in a research report on Thursday, January 29th. BMO Capital Markets cut their price target on shares of Microsoft from $575.00 to $505.00 and set an “outperform” rating on the stock in a research report on Tuesday, April 28th. Finally, Wedbush reaffirmed an “outperform” rating and set a $575.00 price target on shares of Microsoft in a research report on Wednesday, May 13th. Thirty-nine equities research analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, Microsoft currently has a consensus rating of “Moderate Buy” and an average target price of $560.88.

Insider Buying and Selling

In related news, EVP Kathleen T. Hogan sold 12,321 shares of the company’s stock in a transaction dated Friday, March 6th. The shares were sold at an average price of $409.52, for a total value of $5,045,695.92. Following the sale, the executive vice president owned 137,933 shares in the company, valued at $56,486,322.16. This represents a 8.20% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, EVP Amy Coleman sold 1,262 shares of the company’s stock in a transaction dated Thursday, May 14th. The stock was 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 position. The disclosure for this sale is available in the SEC filing. 0.03% of the stock is currently owned by company insiders.

Key Stories Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: The OpenAI lawsuit defeat for Elon Musk clears a major legal overhang and is seen as helping Microsoft’s AI ecosystem and partner exposure. Musk loses blockbuster OpenAI suit as jury says too late
• Positive Sentiment: Bill Ackman’s Pershing Square disclosed a new, large Microsoft stake, reinforcing the view that some major investors see MSFT as undervalued relative to its AI growth prospects. MSFT Stock Alert: What to Know as Bill Ackman Adds Microsoft Position
• Positive Sentiment: Analysts and market commentators highlighted Microsoft as a beneficiary of enterprise AI adoption, with Azure and Copilot demand still driving the long-term growth story. Microsoft Rides on Enterprise AI Advancements: More Upside Ahead?
• Neutral Sentiment: Several fund updates showed mixed institutional activity, including notable purchases and trims, which points to continued debate over Microsoft’s near-term valuation rather than a clear change in fundamentals. Pershing Square boosts Microsoft stake with 5.65M shares
• Negative Sentiment: Some headlines flagged potential pressure points, including worries that GitHub AI competition is intensifying and that higher AI infrastructure spending could weigh on margins. Microsoft (MSFT) Faces GitHub AI Crisis as OpenAI’s Codex and Rivals Catch Up

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).