2,371 Shares in Microsoft Corporation $MSFT Bought by SVRN Asset Management LLC

SVRN Asset Management LLC bought a new position in Microsoft Corporation (NASDAQ:MSFT) during the fourth quarter, according to its most recent filing with the SEC. The firm bought 2,371 shares of the software giant’s stock, valued at approximately $1,147,000. Microsoft makes up 0.9% of SVRN Asset Management LLC’s investment portfolio, making the stock its 18th largest holding.

Other large investors also recently modified their holdings of the company. Longfellow Investment Management Co. LLC lifted its holdings in shares of Microsoft by 51.3% in 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 in the last quarter. Bernzott Capital Advisors bought a new position in Microsoft during the 4th quarter valued at $34,000. Timmons Wealth Management LLC bought a new position in Microsoft during the 4th quarter valued at $36,000. Fairway Wealth LLC lifted its stake in 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 in the last quarter. Finally, LSV Asset Management bought a new position in Microsoft during the 4th quarter valued at $44,000. 71.13% of the stock is currently owned by institutional investors.

Insider Activity

In other news, EVP Amy Coleman sold 1,262 shares of the firm’s stock in a transaction 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 completion of the sale, the executive vice president directly owned 46,003 shares of the company’s stock, valued at $18,922,874.02. This trade represents a 2.67% decrease in their position. The sale 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 firm’s stock in a transaction on Wednesday, June 10th. The shares were sold at an average price of $402.84, for a total value of $1,812,780.00. Following the sale, the executive vice president directly owned 47,468 shares of the company’s stock, valued at approximately $19,122,009.12. This represents a 8.66% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 23,762 shares of company stock valued at $10,508,361 in the last ninety days. 0.03% of the stock is currently owned by insiders.

Microsoft News Summary

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.

Analysts Set New Price Targets

Several brokerages have weighed in on MSFT. Arete Research raised their price objective on Microsoft from $730.00 to $870.00 and gave the company a “buy” rating in a research note on Tuesday, May 5th. Citizens Jmp began coverage on Microsoft in a research note on Monday, June 1st. They set an “outperform” rating and a $550.00 price objective on the stock. Wedbush restated an “outperform” rating and set a $575.00 price objective on shares of Microsoft in a research note on Wednesday, May 13th. Tigress Financial raised their price objective on Microsoft from $595.00 to $680.00 and gave the company a “buy” rating in a research note on Wednesday, May 6th. Finally, Royal Bank Of Canada restated a “buy” rating on shares of Microsoft in a research note on Friday, May 22nd. Forty-one investment analysts have rated the stock with a Buy rating and six have given a Hold rating to the stock. According to data from MarketBeat, Microsoft has a consensus rating of “Moderate Buy” and an average price target of $561.20.

Microsoft Trading Up 0.1%

Shares of Microsoft stock opened at $390.74 on Friday. Microsoft Corporation has a 1 year low of $356.28 and a 1 year high of $555.45. The firm has a market cap of $2.90 trillion, a PE ratio of 23.26, a P/E/G ratio of 1.41 and a beta of 1.11. The stock has a fifty day moving average price of $411.08 and a 200-day moving average price of $428.95. 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 announced its earnings results 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 firm had revenue of $82.89 billion during the quarter, compared to analyst estimates of $81.44 billion. During the same period last year, the firm posted $3.46 EPS. The business’s revenue was up 18.3% compared to the same quarter last year. Equities research analysts anticipate that Microsoft Corporation will post 16.76 EPS for the current year.

Microsoft Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders 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 dividend payout ratio (DPR) is currently 21.67%.

Microsoft Company 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).