Shaker Investments LLC OH Has $4.71 Million Stock Position in Microsoft Corporation $MSFT

Shaker Investments LLC OH reduced its stake in shares of Microsoft Corporation (NASDAQ:MSFT) by 29.7% in the second quarter, according to its most recent filing with the SEC. The institutional investor owned 12,627 shares of the software giant’s stock after selling 5,332 shares during the period. Microsoft comprises approximately 1.7% of Shaker Investments LLC OH’s portfolio, making the stock its 16th biggest position. Shaker Investments LLC OH’s holdings in Microsoft were worth $4,710,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently modified their holdings of MSFT. Longfellow Investment Management Co. LLC grew its stake in shares of Microsoft by 51.3% in 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 in the last quarter. Bernzott Capital Advisors bought a new position in shares of Microsoft during the fourth quarter valued at about $34,000. Frankly Finances LLC purchased a new position in Microsoft during the second quarter worth about $35,000. Timmons Wealth Management LLC purchased a new position in Microsoft during the fourth quarter worth about $36,000. Finally, Fairway Wealth LLC grew its position in Microsoft by 287.0% in the 4th quarter. Fairway Wealth LLC now owns 89 shares of the software giant’s stock worth $43,000 after purchasing an additional 66 shares in the last quarter. 71.13% of the stock is owned by hedge funds and other institutional investors.

Microsoft News Roundup

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft will begin reporting quarterly Azure revenue in fiscal 2027 and reorganize its financial reporting from three segments into two AI-focused categories. Azure generated approximately $29.4 billion in quarterly revenue and $101.9 billion for fiscal 2026, providing investors with more visibility into cloud growth and AI demand. Microsoft to reveal Azure cloud sales in financial reporting shift
• Positive Sentiment: Citi reaffirmed a Buy rating and $600 price target, while other analysts cited Microsoft’s large AI backlog, Azure’s more than $100 billion annual revenue and the potential for improved AI economics. The company’s latest earnings also showed strong momentum, with revenue up 17.7% year over year and a substantial earnings beat. Analyst reaffirms Buy on Microsoft
• Positive Sentiment: Microsoft-backed OpenAI launched GPT-6 Astra, potentially strengthening Microsoft’s AI ecosystem and demand for Azure infrastructure. Microsoft is also securing long-term power capacity for data centers and expanding Microsoft 365 Copilot integrations. OpenAI launches GPT-6 Astra
• Neutral Sentiment: CEO Satya Nadella sold 86,525 shares worth about $43.4 million under a pre-arranged Rule 10b5-1 plan. The scheduled nature of the sale limits its significance, although it reduced his holdings by 15.09% and adds to recent insider selling.
• Negative Sentiment: Microsoft will impose monthly limits on Xbox cloud-gaming hours for Game Pass subscribers beginning in November as service costs rise. The change may improve economics but could hurt consumer sentiment and gaming engagement. Microsoft to impose time limits on Xbox cloud gaming
• Negative Sentiment: Investors continue to weigh Microsoft’s roughly $116 billion AI infrastructure spending plan, rising data-center costs and pressure on cloud margins. The key risk is whether the large backlog converts into profitable cash flow rather than simply future revenue.

Analysts Set New Price Targets

Several equities research analysts have commented on the stock. The Goldman Sachs Group reiterated a “buy” rating and issued a $640.00 price objective on shares of Microsoft in a research note on Thursday, July 30th. Citigroup reaffirmed a “market outperform” rating on shares of Microsoft in a report on Monday. Barclays dropped their price target on Microsoft from $545.00 to $512.00 and set an “overweight” rating on the stock in a report on Thursday, July 30th. Argus cut their price objective on Microsoft from $620.00 to $510.00 and set a “buy” rating on the stock in a research report on Friday, July 10th. Finally, Royal Bank Of Canada restated an “outperform” rating and issued a $640.00 price objective on shares of Microsoft in a research note on Thursday, July 30th. Forty-two research analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company. According to MarketBeat.com, Microsoft presently has a consensus rating of “Moderate Buy” and a consensus price target of $562.49.

Microsoft Price Performance

Shares of NASDAQ MSFT opened at $510.12 on Friday. The stock has a fifty day simple moving average of $441.99 and a two-hundred day simple moving average of $415.21. Microsoft Corporation has a 1-year low of $349.20 and a 1-year high of $553.72. The firm has a market cap of $3.79 trillion, a price-to-earnings ratio of 28.40, a price-to-earnings-growth ratio of 1.60 and a beta of 1.11. The company has a current ratio of 1.23, a quick ratio of 1.22 and a debt-to-equity ratio of 0.07.

Microsoft (NASDAQ:MSFT) last issued its earnings results on Wednesday, July 29th. The software giant reported $4.74 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.24 by $0.50. Microsoft had a return on equity of 31.98% and a net margin of 40.31%.The firm had revenue of $90.01 billion for the quarter, compared to analyst estimates of $87.62 billion. During the same period in the previous year, the company posted $3.65 earnings per share. The business’s revenue was up 17.7% on a year-over-year basis. Analysts anticipate that Microsoft Corporation will post 19.59 earnings per share for the current year.

Microsoft Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Thursday, August 20th will be paid a $0.91 dividend. This represents a $3.64 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date is Thursday, August 20th. Microsoft’s payout ratio is currently 20.27%.

Insider Buying and Selling at Microsoft

In related news, CEO Judson Althoff sold 10,000 shares of the company’s stock in a transaction that occurred on Wednesday, August 5th. The shares were sold at an average price of $487.89, for a total transaction of $4,878,900.00. Following the sale, the chief executive officer directly owned 100,447 shares in the company, valued at approximately $49,007,086.83. This represents a 9.05% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, CEO Satya Nadella sold 86,525 shares of Microsoft stock in a transaction that occurred on Tuesday, September 1st. The shares were sold at an average price of $501.46, for a total transaction of $43,388,826.50. Following the completion of the transaction, the chief executive officer owned 486,763 shares of the company’s stock, valued at $244,092,173.98. This represents a 15.09% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 108,335 shares of company stock valued at $53,499,700 over the last three months. 0.03% of the stock is currently owned by insiders.

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).