Microsoft Corporation $MSFT Shares Purchased by TRU Independence Asset Management 2 LLC

TRU Independence Asset Management 2 LLC boosted its stake in Microsoft Corporation (NASDAQ:MSFT) by 87.3% in the first quarter, Holdings Channel reports. The fund owned 7,017 shares of the software giant’s stock after buying an additional 3,270 shares during the quarter. Microsoft makes up about 1.6% of TRU Independence Asset Management 2 LLC’s holdings, making the stock its 20th biggest holding. TRU Independence Asset Management 2 LLC’s holdings in Microsoft were worth $2,597,000 as of its most recent SEC filing.

Other large investors also recently bought and sold shares of the company. Longfellow Investment Management Co. LLC increased its stake in Microsoft by 51.3% during the 2nd quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant’s stock worth $29,000 after buying an additional 20 shares during the period. Bernzott Capital Advisors purchased a new position in Microsoft in the 4th quarter valued at about $34,000. Timmons Wealth Management LLC acquired a new stake in shares of Microsoft during the fourth quarter valued at about $36,000. Fairway Wealth LLC grew its stake in shares of Microsoft by 287.0% during the fourth 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 purchased a new stake in shares of Microsoft during the fourth quarter worth about $44,000. Institutional investors and hedge funds own 71.13% of the company’s stock.

Microsoft Trading Down 1.4%

NASDAQ:MSFT opened at $383.34 on Thursday. The company has a market cap of $2.85 trillion, a PE ratio of 22.82, a P/E/G ratio of 1.22 and a beta of 1.13. The business’s 50 day moving average is $404.01 and its two-hundred day moving average is $415.50. The company has a quick ratio of 1.27, a current ratio of 1.28 and a debt-to-equity ratio of 0.08. Microsoft Corporation has a 52 week low of $349.20 and a 52 week high of $555.45.

Microsoft (NASDAQ:MSFT) last issued its quarterly earnings results on Wednesday, April 29th. The software giant reported $4.27 earnings per share 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 the consensus estimate of $81.44 billion. Microsoft had a return on equity of 31.94% and a net margin of 39.34%.The business’s quarterly revenue was up 18.3% on a year-over-year basis. During the same period in the previous year, the business earned $3.46 EPS. On average, analysts predict 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. Shareholders of record on Thursday, August 20th will be paid a dividend of $0.91 per share. The ex-dividend date is Thursday, August 20th. This represents a $3.64 annualized dividend and a yield of 0.9%. Microsoft’s payout ratio is presently 21.67%.

Analysts Set New Price Targets

A number of research analysts recently commented on the company. DA Davidson reissued a “buy” rating and issued a $550.00 price target on shares of Microsoft in a report on Monday. Sanford C. Bernstein lowered Microsoft from an “outperform” rating to a “hold” rating in a research report on Monday. Weiss Ratings reiterated a “hold (c)” rating on shares of Microsoft in a research note on Monday. Evercore dropped their price target on shares of Microsoft from $580.00 to $510.00 and set an “outperform” rating for the company in a research note on Thursday, April 30th. Finally, Stifel Nicolaus cut their price target on shares of Microsoft from $415.00 to $400.00 and set a “hold” rating on the stock in a report on Thursday, June 25th. Forty equities research analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $560.98.

Insiders Place Their Bets

In related news, EVP Amy Coleman sold 1,262 shares of the business’s stock in a transaction dated Thursday, May 14th. The shares were 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 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 filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Takeshi Numoto sold 4,500 shares of the firm’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 transaction, the executive vice president directly owned 47,468 shares in the company, valued at $19,122,009.12. This represents a 8.66% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 23,762 shares of company stock valued at $10,508,361. Company insiders own 0.03% of the company’s stock.

Trending Headlines about Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft is shifting more Excel and Outlook AI prompts to its own MAI models instead of relying on OpenAI and Anthropic, a move that could reduce AI costs and improve long-term profitability. Microsoft joins AI cost-cutting trend by relying more on its own models
• Positive Sentiment: Several analysts and market commentators argue Microsoft is trading at a rare discount after its recent pullback, suggesting some investors see the sell-off as a buying opportunity ahead of earnings later this month. Microsoft (MSFT) Is Trading at a Rare Discount. I See a Buying Opportunity
• Neutral Sentiment: Microsoft announced it will report fiscal fourth-quarter 2026 results on July 29, keeping attention on cloud growth, AI spending, and whether margin pressure is easing. Microsoft announces quarterly earnings release date
• Neutral Sentiment: Microsoft continues to get positive attention from some market voices, including CNBC’s “Final Trades,” but this is more sentiment support than a direct fundamental catalyst. Nvidia, Microsoft, ServiceNow And More On CNBC’s ‘Final Trades’
• Negative Sentiment: Microsoft’s Xbox unit is facing a deep reset, including roughly 3,200 job cuts and studio divestitures, reinforcing concerns that parts of the business are struggling and that layoffs may not be done yet. Microsoft’s Xbox to Cut 3200 Jobs, Divest Five Studios in Major Overhaul
• Negative Sentiment: Microsoft is also dealing with multiple shareholder lawsuits and deadline reminders tied to alleged securities fraud and Copilot-related disclosures, which adds an overhang on sentiment. MSFT Investment Loss: Microsoft Investors that Lost Money after Copilot Functionality Issues Disclosed are Notified to Contact BFA Law about the Filed Securities Fraud Class Action

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).