Gerber Kawasaki Wealth & Investment Management Has $64.78 Million Stock Holdings in Microsoft Corporation $MSFT

Gerber Kawasaki Wealth & Investment Management decreased its stake in Microsoft Corporation (NASDAQ:MSFT) by 1.1% in the 4th quarter, HoldingsChannel reports. The institutional investor owned 133,930 shares of the software giant’s stock after selling 1,472 shares during the period. Microsoft makes up 2.2% of Gerber Kawasaki Wealth & Investment Management’s investment portfolio, making the stock its 12th biggest position. Gerber Kawasaki Wealth & Investment Management’s holdings in Microsoft were worth $64,782,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently made changes to their positions in the stock. Summit Financial LLC increased its stake in shares of Microsoft by 1.7% in the fourth quarter. Summit Financial LLC now owns 221,500 shares of the software giant’s stock valued at $107,122,000 after buying an additional 3,804 shares during the period. SVRN Asset Management LLC acquired a new stake in shares of Microsoft in the fourth quarter valued at about $1,147,000. Westchester Capital Management Inc. increased its stake in shares of Microsoft by 1.8% in the fourth quarter. Westchester Capital Management Inc. now owns 72,591 shares of the software giant’s stock valued at $35,106,000 after buying an additional 1,268 shares during the period. M1 Capital Management LLC increased its stake in shares of Microsoft by 4.5% in the fourth quarter. M1 Capital Management LLC now owns 4,982 shares of the software giant’s stock valued at $2,409,000 after buying an additional 214 shares during the period. Finally, United Capital Management of KS Inc. increased its stake in shares of Microsoft by 2.3% in the fourth quarter. United Capital Management of KS Inc. now owns 25,611 shares of the software giant’s stock valued at $12,386,000 after buying an additional 584 shares during the period. Institutional investors and hedge funds own 71.13% of the company’s stock.

Key Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft’s broader AI and cloud story remains intact, with recent commentary highlighting strong Azure demand, continued Copilot momentum, and bullish analyst views that the stock is still attractive long term.
• Positive Sentiment: The company’s quarterly dividend of $0.91 per share reinforces Microsoft’s cash generation and shareholder-return profile.
• Neutral Sentiment: Satya Nadella’s comments about using AI more efficiently and Microsoft’s tighter controls on third-party AI tools like Anthropic’s Claude suggest a focus on governance and cost discipline rather than a direct business setback.
• Negative Sentiment: Reports that Microsoft is weighing a spinoff or restructuring of Xbox, along with expected layoffs and budget cuts, are the biggest near-term headwind and are likely weighing on sentiment around the stock.
• Negative Sentiment: Additional reports of job cuts in Microsoft’s Azure unit in China and broader worries about AI infrastructure spending are adding caution about near-term execution and profitability.

Wall Street Analysts Forecast Growth

MSFT has been the subject of several recent research reports. Barclays reissued an “overweight” rating on shares of Microsoft in a research note on Wednesday, June 3rd. Oppenheimer reissued 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. BMO Capital Markets cut their target price on Microsoft from $575.00 to $505.00 and set an “outperform” rating on the stock in a research report on Tuesday, April 28th. William Blair restated an “outperform” rating on shares of Microsoft in a research report on Monday, March 9th. Finally, Piper Sandler restated an “overweight” rating on shares of Microsoft in a research report on Tuesday, May 26th. Forty-one research analysts have rated the stock with a Buy rating and six have given a Hold rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $561.20.

Insider Activity at Microsoft

In related news, EVP Takeshi Numoto sold 4,500 shares of Microsoft stock in a transaction that occurred on Wednesday, June 10th. The stock was sold at an average price of $402.84, for a total transaction of $1,812,780.00. Following the transaction, the executive vice president owned 47,468 shares of the company’s stock, valued at $19,122,009.12. The trade was a 8.66% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, CEO Judson Althoff sold 15,500 shares of Microsoft stock in a transaction that occurred 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 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 position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 23,762 shares of company stock valued at $10,508,361 over the last 90 days. Insiders own 0.03% of the company’s stock.

Microsoft Stock Performance

Shares of MSFT stock opened at $390.74 on Friday. The firm has a market capitalization of $2.90 trillion, a PE ratio of 23.26, a price-to-earnings-growth ratio of 1.41 and a beta of 1.11. The firm has a fifty day simple moving average of $411.08 and a two-hundred day simple moving average of $428.95. 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 Corporation has a 12 month low of $356.28 and a 12 month high of $555.45.

Microsoft (NASDAQ:MSFT) last announced its quarterly earnings results on Wednesday, April 29th. The software giant reported $4.27 EPS for the quarter, beating analysts’ consensus estimates of $4.06 by $0.21. The business had revenue of $82.89 billion during the quarter, compared to analyst estimates of $81.44 billion. Microsoft had a net margin of 39.34% and a return on equity of 31.94%. Microsoft’s quarterly revenue was up 18.3% on a year-over-year basis. During the same quarter in the previous year, the business posted $3.46 EPS. Analysts forecast that Microsoft Corporation will post 16.76 EPS for the current fiscal year.

Microsoft Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Thursday, August 20th will be given a dividend of $0.91 per share. The ex-dividend date of this dividend is Thursday, August 20th. This represents a $3.64 annualized dividend and a dividend 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).