Summit Financial LLC Acquires 3,804 Shares of Microsoft Corporation $MSFT

Summit Financial LLC raised its holdings in shares of Microsoft Corporation (NASDAQ:MSFT) by 1.7% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 221,500 shares of the software giant’s stock after buying an additional 3,804 shares during the period. Microsoft comprises 1.6% of Summit Financial LLC’s investment portfolio, making the stock its 7th largest position. Summit Financial LLC’s holdings in Microsoft were worth $107,122,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of the business. PMG Family Office LLC bought a new stake in Microsoft during the third quarter valued at $828,000. Trifecta Capital Advisors LLC increased its stake in Microsoft by 2.3% during the third quarter. Trifecta Capital Advisors LLC now owns 70,175 shares of the software giant’s stock valued at $36,347,000 after purchasing an additional 1,572 shares during the last quarter. TD Waterhouse Canada Inc. increased its stake in Microsoft by 1.0% during the third quarter. TD Waterhouse Canada Inc. now owns 949,901 shares of the software giant’s stock valued at $493,860,000 after purchasing an additional 9,700 shares during the last quarter. Werba Rubin Papier Wealth Management increased its stake in Microsoft by 15.7% during the fourth quarter. Werba Rubin Papier Wealth Management now owns 12,492 shares of the software giant’s stock valued at $6,041,000 after purchasing an additional 1,698 shares during the last quarter. Finally, SG Americas Securities LLC increased its stake in Microsoft by 2,332.1% during the fourth quarter. SG Americas Securities LLC now owns 6,746,017 shares of the software giant’s stock valued at $3,262,509,000 after purchasing an additional 6,468,645 shares during the last quarter. 71.13% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

Several analysts have weighed in on the stock. Deutsche Bank Aktiengesellschaft lowered their target price on shares of Microsoft from $575.00 to $550.00 and set a “buy” rating for the company in a research note on Thursday, April 30th. Citigroup assumed coverage on shares of Microsoft in a research note on Monday, June 1st. They set a “market outperform” rating for the company. Wells Fargo & Company boosted their target price on shares of Microsoft from $625.00 to $650.00 and gave the company an “overweight” rating in a research note on Monday, June 1st. BMO Capital Markets lowered their target price on shares of Microsoft from $575.00 to $505.00 and set an “outperform” rating for the company in a research note on Tuesday, April 28th. Finally, New Street Research lowered their target price on shares of Microsoft from $675.00 to $600.00 and set a “buy” rating for the company in a research note on Thursday, April 30th. Forty-one investment analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company’s stock. According to data from MarketBeat, Microsoft presently has an average rating of “Moderate Buy” and a consensus price target of $561.20.

More 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.

Insider Buying and Selling

In related news, EVP Amy Coleman sold 1,262 shares of the company’s stock in a transaction dated 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 sale, the executive vice president owned 46,003 shares of the company’s stock, valued at $18,922,874.02. This represents a 2.67% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, EVP Takeshi Numoto sold 4,500 shares of the company’s stock in a transaction dated 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 completion of the sale, 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. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 23,762 shares of company stock valued at $10,508,361 over the last 90 days. 0.03% of the stock is currently owned by company insiders.

Microsoft Stock Up 0.1%

Microsoft stock opened at $390.74 on Friday. The firm has a market capitalization of $2.90 trillion, a P/E ratio of 23.26, a P/E/G ratio of 1.41 and a beta of 1.11. The company has a 50-day simple moving average of $411.08 and a 200-day simple moving average of $428.95. Microsoft Corporation has a one year low of $356.28 and a one year 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 posted its quarterly earnings data on Wednesday, April 29th. The software giant reported $4.27 earnings per share for the quarter, topping the consensus estimate of $4.06 by $0.21. The business had revenue of $82.89 billion during the quarter, compared to the consensus estimate of $81.44 billion. Microsoft had a net margin of 39.34% and a return on equity of 31.94%. The company’s quarterly revenue was up 18.3% compared to the same quarter last year. During the same quarter in the prior year, the company posted $3.46 earnings per share. As a group, equities analysts expect that Microsoft Corporation will post 16.76 earnings per share for the current year.

Microsoft Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Investors 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 annualized dividend and a yield of 0.9%. Microsoft’s dividend 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).