3,112 Shares in Microsoft Corporation $MSFT Bought by Matrix Private Capital Group LLC

Matrix Private Capital Group LLC acquired a new stake in Microsoft Corporation (NASDAQ:MSFT) during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired 3,112 shares of the software giant’s stock, valued at approximately $1,152,000.

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

Microsoft Trading Down 0.4%

Shares of MSFT stock opened at $503.81 on Wednesday. The stock has a market cap of $3.74 trillion, a P/E ratio of 28.05, a P/E/G ratio of 1.63 and a beta of 1.11. The company has a quick ratio of 1.22, a current ratio of 1.23 and a debt-to-equity ratio of 0.07. Microsoft Corporation has a fifty-two week low of $349.20 and a fifty-two week high of $553.72. The business has a fifty 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 data on Wednesday, July 29th. The software giant reported $4.74 EPS for the quarter, topping the consensus estimate of $4.24 by $0.50. The business had revenue of $90.01 billion for the quarter, compared to analyst estimates of $87.62 billion. Microsoft had a net margin of 40.31% and a return on equity of 31.98%. The business’s revenue for the quarter was up 17.7% compared to the same quarter last year. During the same period in the previous year, the firm earned $3.65 EPS. On average, analysts forecast that Microsoft Corporation will post 19.58 earnings per share for the current fiscal year.

Microsoft Announces Dividend

The firm also recently declared 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 dividend yield of 0.7%. The ex-dividend date of this dividend is Thursday, August 20th. Microsoft’s dividend payout ratio is 20.27%.

Analyst Upgrades and Downgrades

A number of equities research analysts have weighed in on MSFT shares. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating on shares of Microsoft in a report on Monday, July 20th. Raymond James Financial cut Microsoft from a “market perform” rating to a “market perform” rating in a report on Tuesday, May 5th. Argus decreased their price target on Microsoft from $620.00 to $510.00 and set a “buy” rating on the stock in a research note on Friday, July 10th. BNP Paribas Exane decreased their target price on shares of Microsoft from $556.00 to $555.00 and set an “outperform” rating on the stock in a research report on Friday, May 1st. Finally, President Capital increased their price target on shares of Microsoft from $500.00 to $520.00 and gave the company a “buy” rating in a report on Thursday, April 30th. Forty-two equities research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company. Based on data from MarketBeat, Microsoft has an average rating of “Moderate Buy” and a consensus target price of $559.16.

Insider Buying and Selling at Microsoft

In other news, CEO Judson Althoff sold 10,000 shares of the stock in a transaction that occurred on Wednesday, August 5th. The shares were sold at an average price of $487.89, for a total value of $4,878,900.00. Following the sale, the chief executive officer directly owned 100,447 shares in the company, valued at $49,007,086.83. This represents a 9.05% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Takeshi Numoto sold 4,810 shares of the firm’s stock in a transaction that occurred on Tuesday, August 4th. The stock was sold at an average price of $496.48, for a total transaction of $2,388,068.80. Following the transaction, the executive vice president directly owned 42,677 shares of the company’s stock, valued at approximately $21,188,276.96. This trade represents a 10.13% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 38,572 shares of company stock valued at $17,775,330 over the last quarter. Corporate insiders own 0.03% of the company’s stock.

Key Headlines Impacting 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

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).