6,625 Shares in Microsoft Corporation $MSFT Bought by Jefferson Bridge Capital LLC

Key Points

• Jefferson Bridge Capital LLC purchased 6,625 shares of Microsoft in Q4, valued at about $3.20 million, making MSFT roughly 3.2% of its portfolio and its ninth-largest holding.
• Shares traded down about 4% as investors reacted to reports of massive AI spending and voluntary buyout offers for up to ~7% of U.S. staff, even as Microsoft committed A$25 billion (~$18 billion) to expand Azure and AI capacity in Australia.
• Insider moves were mixed—EVP Kathleen Hogan sold 12,321 shares while Director John W. Stanton bought 5,000—and analysts maintain a consensus rating of "Moderate Buy" with a $575.34 price target amid varied analyst revisions.

Jefferson Bridge Capital LLC purchased a new stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor purchased 6,625 shares of the software giant's stock, valued at approximately $3,204,000. Microsoft makes up about 3.2% of Jefferson Bridge Capital LLC's investment portfolio, making the stock its 9th biggest position.

A number of other hedge funds also recently bought and sold shares of MSFT. Longfellow Investment Management Co. LLC raised its stake in Microsoft by 51.3% during the second 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. Bayforest Capital Ltd purchased a new stake in Microsoft during the third quarter valued at $38,000. LSV Asset Management purchased a new stake in Microsoft during the fourth quarter valued at $44,000. Sellwood Investment Partners LLC purchased a new stake in Microsoft during the third quarter valued at $49,000. Finally, Daytona Street Capital LLC purchased a new stake in Microsoft during the fourth quarter valued at $50,000. Hedge funds and other institutional investors own 71.13% of the company's stock.

Wall Street Analyst Weigh In

A number of equities research analysts recently issued reports on the stock. The Goldman Sachs Group reaffirmed a "buy" rating on shares of Microsoft in a research note on Thursday, February 12th. Weiss Ratings downgraded shares of Microsoft from a "buy (b-)" rating to a "hold (c+)" rating in a research note on Tuesday, March 24th. Royal Bank Of Canada reaffirmed an "outperform" rating on shares of Microsoft in a research note on Monday, March 2nd. Deutsche Bank Aktiengesellschaft reduced their target price on shares of Microsoft from $630.00 to $575.00 and set a "buy" rating on the stock in a research note on Thursday, January 29th. Finally, New Street Research increased their target price on shares of Microsoft from $670.00 to $675.00 and gave the company a "buy" rating in a research note on Tuesday, March 31st. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-eight have assigned a Buy rating and five have assigned a Hold rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of "Moderate Buy" and a consensus price target of $575.34.

Insider Activity

In related news, EVP Kathleen T. Hogan sold 12,321 shares of the firm's stock in a transaction dated Friday, March 6th. The shares were sold at an average price of $409.52, for a total value of $5,045,695.92. Following the transaction, the executive vice president owned 137,933 shares of the company's stock, valued at $56,486,322.16. This trade represents a 8.20% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, Director John W. Stanton purchased 5,000 shares of Microsoft stock in a transaction that occurred on Wednesday, February 18th. The stock was bought at an average cost of $397.35 per share, for a total transaction of $1,986,750.00. Following the purchase, the director directly owned 83,905 shares in the company, valued at $33,339,651.75. This trade represents a 6.34% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Company insiders own 0.03% of the company's stock.

Trending Headlines about Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Major long‑term investment: Microsoft committed A$25B (~$18B) to expand Azure and AI capacity in Australia through 2029, supporting future cloud/Azure revenue and global infrastructure scale. Microsoft to invest $18 billion in Australia
• Positive Sentiment: Product and security strengthening: Microsoft is integrating advanced models (including Anthropic’s Mythos) into its security development lifecycle — a move that can reduce risk and improve enterprise trust in its AI offerings. Microsoft to integrate Anthropic's Mythos
• Neutral Sentiment: Upcoming catalyst: Microsoft reports fiscal Q3 earnings on April 29 — analysts and investors see the print as pivotal for clarity on AI monetization, Azure growth and near‑term margins. Prediction: Microsoft's April 29 Earnings...
• Neutral Sentiment: LinkedIn leadership change: LinkedIn’s CEO transition (Daniel Shapero named) is operationally relevant but not a core driver of Microsoft’s AI/cloud thesis. LinkedIn names new CEO
• Negative Sentiment: Historic voluntary buyouts announced: Microsoft is offering voluntary retirement/buyout packages to up to ~7% of U.S. staff — the first program of this scale in its history. Investors view this as a signal of large reorganization and near‑term restructuring costs tied to a major AI pivot. Microsoft Targets About 7% of Its U.S. Workers With Buyout Offer
• Negative Sentiment: Market reaction and cost concerns: Reports linking the buyout to massive AI spending (estimates in coverage range into the tens of billions to $100B+ scale) have spooked investors, prompting a sell‑off amid uncertainty over timing of returns on that spending. Microsoft Falls 4% as $110 Billion AI Bet Forces Historic Employee Buyout
• Negative Sentiment: Analyst/price‑target pressure: Some shops trimmed targets or adopted cautious ratings as they weigh heavy near‑term AI investment against growth — adding to downside risk into earnings. Rothschild & Co Redburn lowers PT

Microsoft Trading Down 4.0%

Shares of MSFT opened at $415.75 on Friday. Microsoft Corporation has a twelve month low of $356.28 and a twelve month high of $555.45. The company has a market cap of $3.09 trillion, a P/E ratio of 26.00, a P/E/G ratio of 1.63 and a beta of 1.11. The company has a current ratio of 1.39, a quick ratio of 1.38 and a debt-to-equity ratio of 0.09. The company's fifty day simple moving average is $393.01 and its 200-day simple moving average is $451.84.

Microsoft (NASDAQ:MSFT - Get Free Report) last announced its earnings results on Wednesday, January 28th. The software giant reported $4.14 earnings per share for the quarter, beating the consensus estimate of $3.86 by $0.28. Microsoft had a net margin of 39.04% and a return on equity of 32.34%. The business had revenue of $81.27 billion for the quarter, compared to the consensus estimate of $80.28 billion. During the same quarter in the prior year, the firm posted $3.23 earnings per share. The business's revenue for the quarter was up 16.7% on a year-over-year basis. As a group, analysts expect that Microsoft Corporation will post 16.54 EPS for the current year.

Microsoft Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Thursday, June 11th. Investors of record on Thursday, May 21st will be paid a $0.91 dividend. This represents a $3.64 annualized dividend and a yield of 0.9%. The ex-dividend date of this dividend is Thursday, May 21st. Microsoft's dividend payout ratio (DPR) is currently 22.76%.

Microsoft 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).

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