Catalina Capital Group LLC Raises Position in Microsoft Corporation $MSFT

Catalina Capital Group LLC raised its holdings in shares of Microsoft Corporation (NASDAQ:MSFT) by 23.6% in the first quarter, Holdings Channel.com reports. The firm owned 10,235 shares of the software giant’s stock after buying an additional 1,954 shares during the period. Microsoft comprises 2.3% of Catalina Capital Group LLC’s portfolio, making the stock its 11th largest holding. Catalina Capital Group LLC’s holdings in Microsoft were worth $3,789,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently modified their holdings of MSFT. WFA Asset Management Corp grew its stake in Microsoft by 27.0% during the 1st quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant’s stock worth $427,000 after buying an additional 216 shares during the last quarter. Ironwood Wealth Management LLC. lifted its holdings in shares of Microsoft by 0.3% in the second quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant’s stock valued at $5,658,000 after buying an additional 38 shares during the period. Discipline Wealth Solutions LLC boosted its position in shares of Microsoft by 410.4% during the 3rd quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant’s stock valued at $1,144,000 after purchasing an additional 2,138 shares in the last quarter. Wealth Group Ltd. grew its position in Microsoft by 1.2% in the fourth quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant’s stock worth $1,000,000 after buying an additional 28 shares during the last quarter. Finally, Eagle Capital Management LLC grew its holdings in shares of Microsoft by 0.4% in the 4th quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant’s stock worth $9,735,000 after acquiring an additional 96 shares during the last quarter. Institutional investors own 71.13% of the company’s stock.

Microsoft News Roundup

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft continues to expand its AI strategy, including a new “Microsoft Frontier Company” unit backed by a $2.5 billion investment and staffed with thousands of industry and engineering experts to help customers adopt AI faster.
• Positive Sentiment: Haleon signed a five-year agreement with Microsoft to deploy agentic AI across global operations, showing that enterprise demand for Microsoft’s cloud and AI tools remains strong.
• Positive Sentiment: Microsoft’s recent earnings beat and revenue growth continue to support the long-term bull case, with the company still viewed as a key beneficiary of enterprise AI adoption.
• Neutral Sentiment: Microsoft announced its fiscal Q4 2026 earnings date for July 29, which keeps investor focus on upcoming results and guidance.
• Neutral Sentiment: Analysts and commentators remain split on the stock, with some arguing Microsoft is trading at a rare discount after a steep pullback, while others say heavy AI capital spending is clouding the near-term outlook.
• Negative Sentiment: Reports that Microsoft is replacing some OpenAI and Anthropic models with its own in-house AI tools have stirred debate, with investors interpreting it as both a cost-saving move and a sign that Microsoft is trying to control AI expenses more tightly.
• Negative Sentiment: Multiple articles highlighted rising AI infrastructure spending, including concerns that capex is growing faster than margin benefits, which is pressuring sentiment toward MSFT and other hyperscalers.
• Negative Sentiment: Microsoft disclosed a 25%–27% jump in greenhouse gas emissions as data center buildout accelerated, adding ESG and execution concerns to the AI expansion story.
• Negative Sentiment: Class-action lawsuit headlines and deadline reminders tied to alleged AI/Copilot misrepresentations are adding legal overhang and investor uncertainty.
• Negative Sentiment: Starbucks’ plan to use its own AI tools to cut software costs from vendors like Microsoft is feeding a broader narrative that large enterprises may eventually reduce third-party software spending.

Insiders Place Their Bets

In other news, CEO Judson Althoff sold 15,500 shares of Microsoft stock in a transaction that occurred on Monday, June 1st. The shares were sold at an average price of $460.99, for a total value of $7,145,345.00. Following the sale, the chief executive officer directly 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. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Takeshi Numoto sold 4,500 shares of Microsoft stock in a transaction on Wednesday, June 10th. The shares were 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 owned 47,468 shares in the company, valued at $19,122,009.12. The trade was a 8.66% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 23,762 shares of company stock valued at $10,508,361 in the last quarter. 0.03% of the stock is currently owned by insiders.

Analyst Ratings Changes

Several brokerages have issued reports on MSFT. Sanford C. Bernstein downgraded shares of Microsoft from an “outperform” rating to a “hold” rating in a research note on Monday. Tigress Financial boosted their target price on shares of Microsoft from $595.00 to $680.00 and gave the stock a “buy” rating in a research report on Wednesday, May 6th. DA Davidson reissued a “buy” rating and issued a $550.00 price objective on shares of Microsoft in a research note on Monday. Evercore cut their target price on shares of Microsoft from $580.00 to $510.00 and set an “outperform” rating for the company in a research report on Thursday, April 30th. Finally, TD Cowen reissued a “buy” rating and issued a $540.00 price objective on shares of Microsoft in a research report on Thursday, June 4th. Forty analysts have rated the stock with a Buy rating and seven have given a Hold rating to the company. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $560.98.

Microsoft Stock Up 0.3%

Shares of NASDAQ MSFT opened at $384.36 on Friday. Microsoft Corporation has a 12-month low of $349.20 and a 12-month high of $555.45. The firm’s 50-day simple moving average is $403.12 and its 200 day simple moving average is $414.79. The company has a market cap of $2.86 trillion, a price-to-earnings ratio of 22.88, a price-to-earnings-growth ratio of 1.20 and a beta of 1.13. 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 (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 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 business had revenue of $82.89 billion for the quarter, compared to analysts’ expectations of $81.44 billion. During the same quarter last year, the business earned $3.46 earnings per share. The firm’s quarterly revenue was up 18.3% compared to the same quarter last year. On average, research analysts expect that Microsoft Corporation will post 16.76 earnings per share for the current fiscal year.

Microsoft Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Thursday, August 20th will be issued a $0.91 dividend. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.9%. The ex-dividend date is Thursday, August 20th. Microsoft’s payout ratio is 21.67%.

About Microsoft

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).