5,119 Shares in Microsoft Corporation $MSFT Bought by Clearwave Capital LLC

Key Points

• Clearwave Capital LLC bought 5,119 shares of Microsoft in the fourth quarter, a stake worth about $2.48 million. Microsoft now makes up 1.8% of the firm’s holdings and is its 12th-largest position.
• Microsoft continues to attract strong institutional interest, with 71.13% of shares held by institutions and hedge funds. Several analysts have also remained positive, with the stock carrying a consensus Moderate Buy rating and an average price target of $561.20.
• The company recently reported better-than-expected quarterly results, including EPS of $4.27 on revenue of $82.89 billion, and it also announced a quarterly dividend of $0.91 per share. Insider selling has occurred recently, including sales by executives Takeshi Numoto and Amy Coleman.

Clearwave Capital LLC acquired a new stake in Microsoft Corporation (NASDAQ:MSFT - Free Report) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm acquired 5,119 shares of the software giant's stock, valued at approximately $2,476,000. Microsoft accounts for 1.8% of Clearwave Capital LLC's holdings, making the stock its 12th biggest holding.

A number of other institutional investors and hedge funds have also made changes to their positions in the stock. Longfellow Investment Management Co. LLC raised its holdings 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 valued at $29,000 after purchasing an additional 20 shares in the last quarter. Bernzott Capital Advisors acquired a new position in shares of Microsoft during the fourth quarter worth $34,000. Timmons Wealth Management LLC purchased a new position in Microsoft in the fourth quarter valued at $36,000. Fairway Wealth LLC raised its stake in Microsoft by 287.0% in the fourth quarter. Fairway Wealth LLC now owns 89 shares of the software giant's stock valued at $43,000 after buying an additional 66 shares in the last quarter. Finally, University of Illinois Foundation acquired a new position in shares of Microsoft during the 2nd quarter worth about $50,000. 71.13% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

Several brokerages have recently weighed in on MSFT. Dbs Bank cut their target price on Microsoft from $678.00 to $573.00 in a research report on Thursday, May 7th. Bank of America started coverage on shares of Microsoft in a research note on Tuesday, March 24th. They issued a "buy" rating and a $500.00 price target on the stock. Tigress Financial boosted their price objective 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. Arete Research upped their target price on shares of Microsoft from $730.00 to $870.00 and gave the company a "buy" rating in a report on Tuesday, May 5th. Finally, Cantor Fitzgerald reiterated an "overweight" rating and set a $502.00 price target on shares of Microsoft in a research note on Thursday, June 4th. Forty-one research analysts have rated the stock with a Buy rating and six have given a Hold rating to the stock. According to MarketBeat.com, Microsoft presently has a consensus rating of "Moderate Buy" and an average price target of $561.20.

Microsoft Price Performance

Shares of NASDAQ:MSFT opened at $379.40 on Monday. Microsoft Corporation has a one year low of $356.28 and a one year high of $555.45. The stock has a market capitalization of $2.82 trillion, a price-to-earnings ratio of 22.58, a PEG ratio of 1.37 and a beta of 1.11. The company has a 50-day simple moving average of $412.37 and a 200-day simple moving average of $425.15. The company has a debt-to-equity ratio of 0.08, a quick ratio of 1.27 and a current ratio of 1.28.

Microsoft (NASDAQ:MSFT - Get Free Report) last issued its earnings results on Wednesday, April 29th. The software giant reported $4.27 EPS for the quarter, topping the consensus estimate of $4.06 by $0.21. The company had revenue of $82.89 billion for 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 revenue was up 18.3% on a year-over-year basis. During the same period in the previous year, the firm earned $3.46 EPS. On average, analysts predict that Microsoft Corporation will post 16.76 EPS for the current year.

Microsoft Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Thursday, August 20th will be given a dividend of $0.91 per share. This represents a $3.64 annualized dividend and a yield of 1.0%. The ex-dividend date is Thursday, August 20th. Microsoft's dividend payout ratio is presently 21.67%.

Insiders Place Their Bets

In other Microsoft news, EVP Takeshi Numoto sold 4,500 shares of the 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 directly owned 47,468 shares of the company's stock, valued at approximately $19,122,009.12. This trade represents a 8.66% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, EVP Amy Coleman sold 1,262 shares of Microsoft 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 sale, the executive vice president owned 46,003 shares of the company's stock, valued at approximately $18,922,874.02. The trade was a 2.67% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 23,762 shares of company stock worth $10,508,361. 0.03% of the stock is owned by company insiders.

Trending Headlines about Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: New reporting suggests Microsoft is still benefiting from strong AI demand, including ByteDance spending more than $1 billion annually on Azure AI services and broader commentary that Azure growth and AI run-rate remain major drivers of investor interest. Microsoft Builds $1 Billion-Plus AI Business With ByteDance
• Positive Sentiment: Several pieces argued Microsoft’s pullback may be creating a buying opportunity because the company still has strong cash flow, dividend growth, and discounted valuation relative to its AI prospects. Microsoft's Boring Stock Story May Be Its Biggest Strength
• Neutral Sentiment: Microsoft also drew attention for product and ecosystem updates, including a possible PayPal integration for Xbox buy-now-pay-later checkout and new Teams features, but these are not likely near-term stock movers. Microsoft Sizes Up PayPal as Xbox Leak Exposes Buy Now Pay Later Plans
• Negative Sentiment: Multiple law firms announced or promoted securities class actions tied to Microsoft, alleging investors were harmed by misleading AI/Copilot-related statements during the May 2025 to January 2026 period. These legal headlines can weigh on sentiment. Portnoy Law Firm Announces Class Action on Behalf of Microsoft Corporation Investors
• Negative Sentiment: Another negative overhang is the claim that Copilot functionality issues contributed to a sharp stock drop, reinforcing investor concerns about execution risk and AI spending efficiency. Investor Rights Alert: Microsoft Faces Securities Fraud Class Action after Copilot Issues
• Negative Sentiment: There is also renewed concern that Microsoft’s gaming strategy is under pressure, with coverage pointing to the Steam Machine and broader cost-cutting in gaming as threats to growth in that segment. The Biggest Threat to Microsoft’s Gaming Ambitions is the Steam Machine

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).

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