Microsoft Corporation $MSFT Shares Bought by Summit Financial LLC

Summit Financial LLC raised its holdings in Microsoft Corporation (NASDAQ:MSFT) by 1.7% in the fourth quarter, Holdings Channel.com reports. The fund owned 221,500 shares of the software giant’s stock after acquiring an additional 3,804 shares during the period. Microsoft comprises 1.6% of Summit Financial LLC’s portfolio, making the stock its 7th biggest holding. Summit Financial LLC’s holdings in Microsoft were worth $107,122,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently bought and sold shares of the business. Vanguard Group Inc. lifted its holdings in Microsoft by 2.3% in the 4th quarter. Vanguard Group Inc. now owns 717,942,580 shares of the software giant’s stock valued at $347,211,391,000 after acquiring an additional 15,955,898 shares during the last quarter. State Street Corp lifted its holdings in Microsoft by 1.1% in the 2nd quarter. State Street Corp now owns 299,196,519 shares of the software giant’s stock valued at $148,823,341,000 after acquiring an additional 3,166,275 shares during the last quarter. Geode Capital Management LLC lifted its holdings in Microsoft by 1.1% in the 4th quarter. Geode Capital Management LLC now owns 182,618,400 shares of the software giant’s stock valued at $88,056,019,000 after acquiring an additional 1,911,142 shares during the last quarter. Norges Bank acquired a new stake in Microsoft in the 4th quarter valued at about $50,664,631,000. Finally, Northern Trust Corp lifted its holdings in Microsoft by 16.1% in the 4th quarter. Northern Trust Corp now owns 83,787,746 shares of the software giant’s stock valued at $35,316,535,000 after acquiring an additional 11,600,470 shares during the last quarter. 71.13% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

A number of equities research analysts have weighed in on MSFT shares. Citizens Jmp started coverage on shares of Microsoft in a report on Monday, June 1st. They issued an “outperform” rating and a $550.00 price target for the company. Wells Fargo & Company upped their price objective on shares of Microsoft from $625.00 to $650.00 and gave the company an “overweight” rating in a research note on Monday, June 1st. BMO Capital Markets reduced their price objective on shares of Microsoft from $575.00 to $505.00 and set an “outperform” rating for the company in a research note on Tuesday, April 28th. Benchmark reaffirmed a “buy” rating and set a $525.00 price objective (up from $450.00) on shares of Microsoft in a research note on Tuesday, April 28th. Finally, Piper Sandler reaffirmed an “overweight” rating on shares of Microsoft in a research note on Tuesday, May 26th. Forty-one equities research analysts have rated the stock with a Buy rating and six have given a Hold rating to the stock. According to MarketBeat, Microsoft presently has a consensus rating of “Moderate Buy” and a consensus price target of $561.20.

Insider Activity

In other news, CEO Judson Althoff sold 15,500 shares of the company’s stock in a transaction dated 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 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 this link. Also, EVP Takeshi Numoto sold 4,500 shares of the company’s stock in a transaction dated Wednesday, June 10th. The shares were sold at an average price of $402.84, for a total value of $1,812,780.00. Following the completion of the transaction, the executive vice president 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. Insiders have sold 23,762 shares of company stock worth $10,508,361 in the last 90 days. Company insiders own 0.03% of the company’s stock.

Microsoft Price Performance

MSFT stock opened at $390.74 on Friday. The company has a current ratio of 1.28, a quick ratio of 1.27 and a debt-to-equity ratio of 0.08. Microsoft Corporation has a one year low of $356.28 and a one year high of $555.45. The firm has a market capitalization of $2.90 trillion, a PE ratio of 23.26, a P/E/G ratio of 1.41 and a beta of 1.11. The firm has a 50-day moving average of $411.08 and a two-hundred day moving average of $428.95.

Microsoft (NASDAQ:MSFT) last posted its quarterly earnings data on Wednesday, April 29th. The software giant reported $4.27 EPS for the quarter, beating analysts’ consensus estimates of $4.06 by $0.21. The company had revenue of $82.89 billion during the quarter, compared to analyst estimates of $81.44 billion. Microsoft had a net margin of 39.34% and a return on equity of 31.94%. The business’s quarterly revenue was up 18.3% on a year-over-year basis. During the same period in the prior year, the firm earned $3.46 earnings per share. On average, analysts forecast that Microsoft Corporation will post 16.76 earnings per share for the current year.

Microsoft Dividend Announcement

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 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 dividend yield of 0.9%. Microsoft’s dividend payout ratio is currently 21.67%.

Microsoft News Roundup

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft’s broader AI and cloud story remains intact, with recent commentary highlighting strong Azure demand, continued Copilot momentum, and bullish analyst views that the stock is still attractive long term.
• Positive Sentiment: The company’s quarterly dividend of $0.91 per share reinforces Microsoft’s cash generation and shareholder-return profile.
• Neutral Sentiment: Satya Nadella’s comments about using AI more efficiently and Microsoft’s tighter controls on third-party AI tools like Anthropic’s Claude suggest a focus on governance and cost discipline rather than a direct business setback.
• Negative Sentiment: Reports that Microsoft is weighing a spinoff or restructuring of Xbox, along with expected layoffs and budget cuts, are the biggest near-term headwind and are likely weighing on sentiment around the stock.
• Negative Sentiment: Additional reports of job cuts in Microsoft’s Azure unit in China and broader worries about AI infrastructure spending are adding caution about near-term execution and profitability.

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).