5,633 Shares in Microsoft Corporation $MSFT Bought by Coquina Private Wealth LLC

Key Points

• Coquina Private Wealth LLC initiated a new Microsoft position in Q4, buying 5,633 shares worth about $2.7 million. Microsoft now makes up roughly 2.2% of the firm’s portfolio.
• Institutional ownership remains very high, with hedge funds and other institutions holding about 71.13% of Microsoft’s shares. Major holders such as Vanguard, State Street, and Geode all added to their positions.
• Microsoft continues to get bullish analyst support and strong AI-related attention, with 39 analysts rating it Buy and a consensus target of $560.88. The company also reported better-than-expected quarterly earnings and raised its dividend to $0.91 per share, or $3.64 annualized.

Coquina Private Wealth LLC acquired a new stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 5,633 shares of the software giant's stock, valued at approximately $2,724,000. Microsoft accounts for about 2.2% of Coquina Private Wealth LLC's holdings, making the stock its 9th biggest position.

Several other institutional investors and hedge funds have also added to or reduced their stakes in the company. Vanguard Group Inc. lifted its position in Microsoft by 1.1% during the first quarter. Vanguard Group Inc. now owns 691,386,214 shares of the software giant's stock valued at $259,539,471,000 after buying an additional 7,314,509 shares during the period. State Street Corp lifted its position in Microsoft by 1.1% during the second quarter. State Street Corp now owns 299,196,519 shares of the software giant's stock valued at $148,823,341,000 after buying an additional 3,166,275 shares during the period. Geode Capital Management LLC lifted its position in Microsoft by 2.0% during the second quarter. Geode Capital Management LLC now owns 179,001,751 shares of the software giant's stock valued at $88,714,256,000 after buying an additional 3,532,054 shares during the period. Norges Bank purchased a new position in Microsoft during the second quarter valued at $50,493,678,000. Finally, Northern Trust Corp lifted its position in Microsoft by 16.1% during the fourth quarter. Northern Trust Corp now owns 83,787,746 shares of the software giant's stock valued at $35,316,535,000 after buying an additional 11,600,470 shares during the period. Hedge funds and other institutional investors own 71.13% of the company's stock.

Trending Headlines about Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft and EY announced a $1 billion partnership to help enterprises launch and scale AI projects, which could support future Azure usage and Copilot adoption. Microsoft and EY Team to Promote Corporate AI Adoption
• Positive Sentiment: Reports said Anthropic is in talks to rent servers powered by Microsoft’s Maia AI chips, a sign Microsoft’s in-house silicon strategy may be gaining traction with major AI customers. Anthropic in talks to use Microsoft’s AI chips, The Information reports
• Positive Sentiment: Analysts remain constructive on Microsoft’s AI opportunity, with commentary that AI compute demand is becoming a major growth engine for the company. Microsoft, Oracle Stand To Benefit As AI Compute Becomes The New Oil
• Neutral Sentiment: Microsoft’s largest data center in India is still on track to open by mid-2026, reinforcing the company’s ongoing global cloud expansion. Microsoft (MSFT)’s Largest Data Center In India Is On Track To Open By Mid-2026
• Negative Sentiment: Some market coverage focused on concerns that Microsoft’s aggressive AI capex could be weighing on sentiment, with investors questioning whether spending is outrunning near-term returns. Microsoft Falls 12% As AI Spending Concerns Pressure S&P 500
• Negative Sentiment: The UK CMA also opened a probe into Microsoft’s software practices, adding a regulatory overhang to the stock. UK CMA Opens Probe Into Microsoft (MSFT) Software Practices

Wall Street Analysts Forecast Growth

Several equities analysts have recently issued reports on MSFT shares. Sanford C. Bernstein lifted their price target on Microsoft from $641.00 to $646.00 and gave the stock an "outperform" rating in a research report on Thursday, April 30th. William Blair reaffirmed an "outperform" rating on shares of Microsoft in a research report on Monday, March 9th. BNP Paribas Exane lowered their price target on Microsoft from $556.00 to $555.00 and set an "outperform" rating for the company in a research report on Friday, May 1st. Phillip Securities raised Microsoft to a "buy" rating and set a $485.00 price target for the company in a research report on Wednesday, May 13th. Finally, Citigroup lifted their price target on Microsoft from $600.00 to $620.00 and gave the stock a "buy" rating in a research report on Thursday, April 30th. Thirty-nine equities research analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company. According to data from MarketBeat, Microsoft currently has a consensus rating of "Moderate Buy" and a consensus target price of $560.88.

Insider Transactions at Microsoft

In other Microsoft news, EVP Kathleen T. Hogan sold 12,321 shares of the business's stock in a transaction dated Friday, March 6th. The stock was sold at an average price of $409.52, for a total value of $5,045,695.92. Following the completion of the transaction, the executive vice president owned 137,933 shares of the company's stock, valued at approximately $56,486,322.16. The trade was a 8.20% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP Amy Coleman sold 1,262 shares of the business's stock in a transaction dated Thursday, May 14th. The shares were sold at an average price of $411.34, for a total value 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. This represents a 2.67% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 0.03% of the stock is currently owned by insiders.

Microsoft Price Performance

Shares of NASDAQ:MSFT opened at $419.09 on Friday. Microsoft Corporation has a fifty-two week low of $356.28 and a fifty-two week high of $555.45. The business has a 50-day simple moving average of $399.10 and a two-hundred day simple moving average of $437.61. The company has a debt-to-equity ratio of 0.08, a quick ratio of 1.27 and a current ratio of 1.28. The firm has a market cap of $3.11 trillion, a price-to-earnings ratio of 24.95, a price-to-earnings-growth ratio of 1.52 and a beta of 1.10.

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

Microsoft Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, June 11th. Shareholders of record on Thursday, May 21st will be given a $0.91 dividend. The ex-dividend date of this dividend is Thursday, May 21st. This represents a $3.64 dividend on an annualized basis and a yield of 0.9%. Microsoft's payout ratio is 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).

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