Mattern Capital Management LLC Buys 5,719 Shares of Microsoft Corporation $MSFT

Mattern Capital Management LLC increased its stake in Microsoft Corporation (NASDAQ:MSFT) by 16.1% in the 1st quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 41,344 shares of the software giant’s stock after acquiring an additional 5,719 shares during the quarter. Microsoft makes up about 1.8% of Mattern Capital Management LLC’s portfolio, making the stock its 3rd biggest holding. Mattern Capital Management LLC’s holdings in Microsoft were worth $15,304,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in the stock. WFA Asset Management Corp raised its position in shares of 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 purchasing an additional 216 shares during the last quarter. Ironwood Wealth Management LLC. boosted its holdings in Microsoft by 0.3% in the 2nd quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant’s stock worth $5,658,000 after buying an additional 38 shares during the last quarter. Discipline Wealth Solutions LLC increased its stake in Microsoft by 410.4% during the 3rd quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant’s stock worth $1,144,000 after buying an additional 2,138 shares in the last quarter. Wealth Group Ltd. increased its stake in Microsoft by 1.2% during the 4th 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 in the last quarter. Finally, Eagle Capital Management LLC raised its holdings in shares of Microsoft by 0.4% during the fourth quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant’s stock valued at $9,735,000 after acquiring an additional 96 shares during the last quarter. 71.13% of the stock is owned by hedge funds and other institutional investors.

Insider Activity

In other news, EVP Amy Coleman sold 1,262 shares of the firm’s stock in a transaction that occurred on 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 in the company, valued at $18,922,874.02. This trade represents a 2.67% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Takeshi Numoto sold 4,500 shares of Microsoft stock in a transaction that occurred 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 sale, the executive vice president directly owned 47,468 shares in the company, valued at approximately $19,122,009.12. The trade was a 8.66% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 23,762 shares of company stock valued at $10,508,361 in the last 90 days. 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 unveiled its first in-house cybersecurity AI model, MAI-Cyber-1-Flash, along with Project Perception, an agentic platform designed to detect and respond to AI-powered attacks. The products could strengthen Microsoft’s enterprise security position and create additional demand for Azure and security services. Microsoft launches AI cybersecurity model and defense platform
• Positive Sentiment: Analysts remained bullish ahead of earnings. Citizens JMP reaffirmed a Market Outperform rating with a $550 target, while Piper Sandler maintained an Overweight rating and a $540 target—well above Microsoft’s recent trading range. Microsoft stock moves higher
• Positive Sentiment: Microsoft’s expanding partnerships and integrations across Azure, Dynamics 365 and Microsoft 365 Copilot support the argument that its broad enterprise ecosystem can monetize AI spending over time. Morgan Stanley estimates major technology companies could achieve 25%–50% returns on AI investments. AI capital expenditure plans

Analysts Set New Price Targets

Several equities analysts have recently weighed in on the company. Wolfe Research decreased their target price on Microsoft from $570.00 to $525.00 and set an “outperform” rating on the stock in a research report on Monday, July 6th. Phillip Securities raised Microsoft to a “buy” rating and set a $485.00 price objective for the company in a research note on Wednesday, May 13th. Citigroup restated a “market outperform” rating on shares of Microsoft in a report on Tuesday. Tigress Financial lifted their target price on shares of Microsoft from $595.00 to $680.00 and gave the stock a “buy” rating in a research note on Wednesday, May 6th. Finally, DZ Bank reaffirmed a “buy” rating on shares of Microsoft in a report on Thursday, April 30th. Forty-two 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, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $554.73.

Microsoft Stock Up 1.1%

NASDAQ MSFT opened at $393.35 on Wednesday. The business’s fifty day simple moving average is $397.04 and its 200-day simple moving average is $406.36. The company has a quick ratio of 1.27, a current ratio of 1.28 and a debt-to-equity ratio of 0.08. The firm has a market cap of $2.92 trillion, a PE ratio of 23.41, a P/E/G ratio of 1.19 and a beta of 1.13. Microsoft Corporation has a 52 week low of $349.20 and a 52 week high of $555.45.

Microsoft (NASDAQ:MSFT) last announced its quarterly earnings data 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. Microsoft had a net margin of 39.34% and a return on equity of 31.94%. The firm had revenue of $82.89 billion during the quarter, compared to analyst estimates of $81.44 billion. During the same quarter in the prior year, the firm posted $3.46 earnings per share. Microsoft’s quarterly revenue was up 18.3% on a year-over-year basis. As a group, equities analysts anticipate that Microsoft Corporation will post 16.7 earnings per share for the current year.

Microsoft Announces Dividend

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