Microsoft Corporation $MSFT Shares Bought by MML Investors Services LLC

MML Investors Services LLC boosted its position in shares of Microsoft Corporation (NASDAQ:MSFT) by 9.1% in the fourth quarter, according to the company in its most recent filing with the SEC. The firm owned 1,435,963 shares of the software giant’s stock after acquiring an additional 119,498 shares during the quarter. Microsoft comprises about 1.7% of MML Investors Services LLC’s portfolio, making the stock its 4th largest position. MML Investors Services LLC’s holdings in Microsoft were worth $694,461,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in MSFT. Longfellow Investment Management Co. LLC lifted its position 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 acquiring an additional 20 shares during the period. Bernzott Capital Advisors acquired a new stake in Microsoft during the 4th quarter worth about $34,000. Timmons Wealth Management LLC acquired a new stake in Microsoft during the 4th quarter worth about $36,000. Fairway Wealth LLC raised its stake in shares of 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 buying an additional 66 shares during the last quarter. Finally, LSV Asset Management purchased a new position in shares of Microsoft during the 4th quarter valued at about $44,000. Institutional investors and hedge funds own 71.13% of the company’s stock.

Microsoft Price Performance

MSFT stock opened at $399.76 on Tuesday. The company has a debt-to-equity ratio of 0.08, a current ratio of 1.28 and a quick ratio of 1.27. The business has a 50 day simple moving average of $411.60 and a 200-day simple moving average of $428.09. The firm has a market capitalization of $2.97 trillion, a PE ratio of 23.80, a price-to-earnings-growth ratio of 1.41 and a beta of 1.11. Microsoft Corporation has a 1 year low of $356.28 and a 1 year high of $555.45.

Microsoft (NASDAQ:MSFT) last posted its quarterly earnings results on Wednesday, April 29th. The software giant reported $4.27 earnings per share (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 return on equity of 31.94% and a net margin of 39.34%.The business’s revenue was up 18.3% compared to the same quarter last year. During the same period in the prior year, the business earned $3.46 earnings per share. Equities research analysts anticipate that Microsoft Corporation will post 16.76 earnings per share for the current fiscal year.

Microsoft Announces Dividend

The firm 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 is Thursday, August 20th. This represents a $3.64 dividend on an annualized basis and a yield of 0.9%. Microsoft’s dividend payout ratio is currently 21.67%.

More Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft is getting credit for continued AI momentum, including a new coding model, a quantum-computing milestone with Quantinuum, and new availability of NuPlay in the Microsoft Marketplace, all of which reinforce the company’s long-term platform strength. Article: Microsoft (MSFT) and Quantinuum (QNT) Hit Quantum Milestone, Moving Closer to Commercial Reality
• Positive Sentiment: Satya Nadella’s comments that Xbox must become “sustainable” were interpreted as a sign Microsoft is willing to push for better margins and discipline in its gaming business. Article: Microsoft Stock (MSFT) Jumps as CEO Satya Nadella Says Xbox Needs to Become ‘Sustainable’
• Positive Sentiment: Some analysts and commentators continue to argue that Microsoft’s valuation reset could make the stock more attractive, especially if AI, cloud, and quantum investments eventually accelerate growth. Article: Microsoft’s Giant’s Valuation Reset Creates a Real Dilemma
• Neutral Sentiment: Bill Ackman’s portfolio shifts and broader market chatter around AI leaders reflect ongoing institutional debate about Microsoft’s role in the AI trade, but do not directly change the business outlook. Article: Microsoft or Alphabet: Billionaire Bill Ackman Goes All In on One AI Stock, Dumps the Other
• Negative Sentiment: Microsoft is facing a shareholder lawsuit alleging it failed to disclose slowing Azure growth and the need for heavy AI infrastructure spending, which raises concerns about margins, transparency, and near-term cloud execution. Article: Microsoft sued by shareholders over expenses, cloud business, AI
• Negative Sentiment: Multiple law firms have launched securities-fraud investigations and class-action efforts against Microsoft, adding legal overhang and headline risk for investors. Article: Securities Fraud Investigation Into Microsoft Corporation (MSFT) Announced
• Negative Sentiment: Reports that Microsoft is weighing shutdowns or spin-out options for parts of Xbox, plus insider-selling headlines, reinforce investor worries that some businesses may need restructuring and tighter cost control. Article: Report: Microsoft weighing up spinning off Xbox

Insider Activity at Microsoft

In related news, EVP Amy Coleman sold 1,262 shares of the company’s stock in a transaction that occurred on Thursday, May 14th. The stock was sold at an average price of $411.34, for a total value of $519,111.08. Following the transaction, the executive vice president directly owned 46,003 shares in the company, valued at approximately $18,922,874.02. This represents a 2.67% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CEO Judson Althoff sold 15,500 shares of the company’s stock in a transaction on Monday, June 1st. The stock was sold at an average price of $460.99, for a total value of $7,145,345.00. Following the transaction, the chief executive officer owned 110,477 shares in the company, valued at $50,928,792.23. This trade represents a 12.30% decrease in their ownership of the stock. 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 worth $10,508,361. Insiders own 0.03% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities analysts have weighed in on the company. Mizuho reduced their price objective on Microsoft from $620.00 to $515.00 and set an “outperform” rating for the company in a research note on Tuesday, April 14th. Robert W. Baird reduced their price objective on Microsoft from $540.00 to $500.00 and set an “outperform” rating for the company in a research note on Wednesday, April 15th. Evercore reduced their price objective on Microsoft from $580.00 to $510.00 and set an “outperform” rating for the company in a research note on Thursday, April 30th. Bank of America started coverage on Microsoft in a research note on Tuesday, March 24th. They set a “buy” rating and a $500.00 price objective for the company. Finally, Weiss Ratings lowered Microsoft from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Tuesday, March 24th. Forty-one equities research analysts have rated the stock with a Buy rating and six have given a Hold rating to the company. According to MarketBeat.com, Microsoft presently has an average rating of “Moderate Buy” and an average target price of $561.20.

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).