Coquina Private Wealth LLC Acquires New Position in Microsoft Corporation $MSFT

Coquina Private Wealth LLC acquired a new stake in shares of Microsoft Corporation (NASDAQ:MSFT) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The fund acquired 5,633 shares of the software giant’s stock, valued at approximately $2,724,000. Microsoft accounts for approximately 2.2% of Coquina Private Wealth LLC’s portfolio, making the stock its 9th biggest position.

Other hedge funds also recently made changes to their positions in the company. Longfellow Investment Management Co. LLC grew its stake in shares of 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. Bayforest Capital Ltd bought a new position in shares of Microsoft during the 3rd quarter valued at approximately $38,000. Fairway Wealth LLC grew its stake in shares of Microsoft by 287.0% during the 4th quarter. Fairway Wealth LLC now owns 89 shares of the software giant’s stock valued at $43,000 after acquiring an additional 66 shares during the period. LSV Asset Management bought a new position in shares of Microsoft during the 4th quarter valued at approximately $44,000. Finally, Sellwood Investment Partners LLC bought a new position in shares of Microsoft during the 3rd quarter valued at approximately $49,000. 71.13% of the stock is currently owned by institutional investors.

Key Headlines Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft and EY announced a $1 billion partnership to help enterprises launch and scale AI projects, which could support future Azure usage and Copilot adoption. Microsoft and EY Team to Promote Corporate AI Adoption
• Positive Sentiment: Reports said Anthropic is in talks to rent servers powered by Microsoft’s Maia AI chips, a sign Microsoft’s in-house silicon strategy may be gaining traction with major AI customers. Anthropic in talks to use Microsoft’s AI chips, The Information reports
• Positive Sentiment: Analysts remain constructive on Microsoft’s AI opportunity, with commentary that AI compute demand is becoming a major growth engine for the company. Microsoft, Oracle Stand To Benefit As AI Compute Becomes The New Oil
• Neutral Sentiment: Microsoft’s largest data center in India is still on track to open by mid-2026, reinforcing the company’s ongoing global cloud expansion. Microsoft (MSFT)’s Largest Data Center In India Is On Track To Open By Mid-2026
• Negative Sentiment: Some market coverage focused on concerns that Microsoft’s aggressive AI capex could be weighing on sentiment, with investors questioning whether spending is outrunning near-term returns. Microsoft Falls 12% As AI Spending Concerns Pressure S&P 500
• Negative Sentiment: The UK CMA also opened a probe into Microsoft’s software practices, adding a regulatory overhang to the stock. UK CMA Opens Probe Into Microsoft (MSFT) Software Practices

Insider Activity at Microsoft

In other news, EVP Amy Coleman sold 1,262 shares of the company’s stock in a transaction that occurred on Thursday, May 14th. The stock was sold at an average price of $411.34, for a total transaction of $519,111.08. Following the sale, the executive vice president directly owned 46,003 shares of the company’s stock, valued at $18,922,874.02. This represents a 2.67% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Kathleen T. Hogan sold 12,321 shares of the company’s stock in a transaction that occurred on Friday, March 6th. The stock was sold at an average price of $409.52, for a total value of $5,045,695.92. Following the sale, the executive vice president directly owned 137,933 shares in the company, valued at $56,486,322.16. This trade represents a 8.20% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 0.03% of the stock is owned by corporate insiders.

Analyst Upgrades and Downgrades

A number of research analysts recently issued reports on MSFT shares. Truist Financial cut their price objective on Microsoft from $675.00 to $575.00 and set a “buy” rating for the company in a research note on Thursday, April 30th. Oppenheimer restated an “outperform” rating and issued a $515.00 price target (down from $630.00) on shares of Microsoft in a research note on Monday, April 27th. The Goldman Sachs Group restated a “buy” rating on shares of Microsoft in a research note on Thursday, April 30th. Phillip Securities upgraded Microsoft to a “buy” rating and set a $485.00 price target for the company in a research note on Wednesday, May 13th. Finally, Scotiabank dropped their price target on Microsoft from $600.00 to $550.00 and set an “outperform” rating for the company in a research note on Thursday, April 30th. Thirty-nine analysts have rated the stock with a Buy rating and seven have given a Hold rating to the company’s stock. Based on data from MarketBeat, Microsoft currently has an average rating of “Moderate Buy” and an average target price of $560.88.

Microsoft Stock Down 0.5%

Shares of MSFT opened at $419.09 on Friday. The stock has a market capitalization of $3.11 trillion, a price-to-earnings ratio of 24.95, a price-to-earnings-growth ratio of 1.52 and a beta of 1.10. Microsoft Corporation has a 1 year low of $356.28 and a 1 year high of $555.45. The business’s 50 day simple moving average is $399.10 and its 200-day simple moving average is $437.61. The company has a debt-to-equity ratio of 0.08, a current ratio of 1.28 and a quick ratio of 1.27.

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, topping the consensus estimate of $4.06 by $0.21. The business had revenue of $82.89 billion for the quarter, compared to analysts’ expectations of $81.44 billion. Microsoft had a return on equity of 31.94% and a net margin of 39.34%.The company’s revenue for the quarter was up 18.3% on a year-over-year basis. During the same period in the prior year, the firm earned $3.46 EPS. As a group, equities analysts expect that Microsoft Corporation will post 16.76 earnings per share for the current fiscal year.

Microsoft Dividend Announcement

The company 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. This represents a $3.64 annualized dividend and a dividend yield of 0.9%. The ex-dividend date of this dividend is Thursday, May 21st. Microsoft’s dividend payout ratio is 21.67%.

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).