Matrix Private Capital Group LLC Makes New $1.15 Million Investment in Microsoft Corporation $MSFT

Matrix Private Capital Group LLC acquired a new position in shares of Microsoft Corporation (NASDAQ:MSFT) during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor acquired 3,112 shares of the software giant’s stock, valued at approximately $1,152,000.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of the stock. Unio Capital LLC grew its stake in Microsoft by 32.4% during the 1st quarter. Unio Capital LLC now owns 121,057 shares of the software giant’s stock worth $44,812,000 after purchasing an additional 29,615 shares in the last quarter. Aristotle Atlantic Partners LLC raised its position in Microsoft by 3.2% in the 1st quarter. Aristotle Atlantic Partners LLC now owns 346,829 shares of the software giant’s stock valued at $128,386,000 after purchasing an additional 10,771 shares in the last quarter. Waverly Advisors LLC raised its position in Microsoft by 18.0% in the 1st quarter. Waverly Advisors LLC now owns 560,491 shares of the software giant’s stock valued at $207,477,000 after purchasing an additional 85,581 shares in the last quarter. Asset Management Group Inc. boosted its stake in shares of Microsoft by 1.8% in the 1st quarter. Asset Management Group Inc. now owns 12,610 shares of the software giant’s stock valued at $4,668,000 after buying an additional 223 shares during the period. Finally, Punch & Associates Investment Management Inc. boosted its stake in shares of Microsoft by 16.5% in the 1st quarter. Punch & Associates Investment Management Inc. now owns 43,004 shares of the software giant’s stock valued at $15,919,000 after buying an additional 6,083 shares during the period. 71.13% of the stock is currently owned by hedge funds and other institutional investors.

Microsoft Stock Down 0.4%

Microsoft stock opened at $503.81 on Wednesday. Microsoft Corporation has a fifty-two week low of $349.20 and a fifty-two week high of $553.72. The company has a debt-to-equity ratio of 0.07, a quick ratio of 1.22 and a current ratio of 1.23. The company has a market capitalization of $3.74 trillion, a P/E ratio of 28.05, a PEG ratio of 1.63 and a beta of 1.11. The stock has a 50-day simple moving average of $407.02 and a 200-day simple moving average of $407.37.

Microsoft (NASDAQ:MSFT) last released its quarterly earnings results on Wednesday, July 29th. The software giant reported $4.74 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.24 by $0.50. The firm had revenue of $90.01 billion for the quarter, compared to the consensus estimate of $87.62 billion. Microsoft had a return on equity of 31.98% and a net margin of 40.31%.The firm’s quarterly revenue was up 17.7% compared to the same quarter last year. During the same quarter last year, the business posted $3.65 EPS. Equities research analysts expect that Microsoft Corporation will post 19.58 earnings per share 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 is Thursday, August 20th. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.7%. Microsoft’s dividend payout ratio (DPR) is 20.27%.

Insider Activity

In related news, CEO Judson Althoff sold 15,500 shares of the stock in a transaction on Monday, June 1st. The shares were sold at an average price of $460.99, for a total transaction of $7,145,345.00. Following the completion of the sale, the chief executive officer owned 110,477 shares in the company, valued at $50,928,792.23. This represents a 12.30% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, 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 transaction, the executive vice president directly owned 46,003 shares in the company, valued at $18,922,874.02. The trade was a 2.67% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 38,572 shares of company stock valued at $17,775,330 in the last ninety days. 0.03% of the stock is currently owned by company insiders.

Trending Headlines about Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft’s latest earnings showed stronger-than-expected profitability and revenue, with Azure growth and Copilot adoption reinforcing the view that substantial AI investment is beginning to generate returns. Hedge funds and institutional investors continue to favor Microsoft over some other mega-cap technology names. Hedge Funds Favor Microsoft Over Meta
• Positive Sentiment: Bernstein raised its Microsoft price target to $660 and maintained an Outperform rating, arguing that Microsoft’s data-center expansion is measured, flexible, and supported by durable cloud demand. Other analysts also identified Azure growth, backlog, and institutional buying as potential catalysts for a year-end rally. Bernstein Raises Microsoft Target
• Positive Sentiment: Reports that Microsoft may unveil its Maia 300 AI chip as early as September and secure production capacity for more than 300,000 units could reduce reliance on Nvidia processors, lower long-term AI costs, and support Microsoft’s cloud strategy. Microsoft Maia 300 Chip Report

Analyst Ratings Changes

A number of analysts recently weighed in on the stock. Evercore set a $528.00 target price on shares of Microsoft in a research note on Thursday, July 30th. Robert W. Baird decreased their price target on shares of Microsoft from $540.00 to $500.00 and set an “outperform” rating for the company in a research note on Wednesday, April 15th. New Street Research lowered their price target on shares of Microsoft from $675.00 to $600.00 and set a “buy” rating for the company in a report on Thursday, April 30th. HSBC dropped their price objective on shares of Microsoft from $593.00 to $571.00 in a research report on Thursday, April 30th. Finally, Truist Financial reaffirmed a “buy” rating and set a $575.00 price objective on shares of Microsoft in a research report on Wednesday, July 22nd. Forty-two investment analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $559.16.

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).