AK Global Asset Management LLC Takes Position in Microsoft Corporation $MSFT

Key Points

• AK Global Asset Management LLC bought a new position of 7,335 shares of Microsoft (NASDAQ:MSFT) in Q4 worth about $3.547 million, making MSFT roughly 3.1% of the firm's portfolio and its 7th largest holding.
• Microsoft beat quarterly expectations, reporting EPS of $4.14 (vs. $3.86 expected) and revenue of $81.27 billion (+16.7% YoY); the company has a market cap near $3.15 trillion and a 39.04% net margin.
• Microsoft announced a quarterly dividend of $0.91 per share (yield ~0.9%, ex-dividend May 21, payable June 11), and analysts maintain a generally positive stance with a "Moderate Buy" consensus and an average target price of about $575.34.

AK Global Asset Management LLC bought a new stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund bought 7,335 shares of the software giant's stock, valued at approximately $3,547,000. Microsoft comprises approximately 3.1% of AK Global Asset Management LLC's investment portfolio, making the stock its 7th biggest holding.

Several other large investors have also recently modified their holdings of the stock. WFA Asset Management Corp boosted its holdings in Microsoft by 27.0% during the 1st quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant's stock valued at $427,000 after acquiring an additional 216 shares during the period. Ironwood Wealth Management LLC. boosted its holdings in Microsoft by 0.3% during the 2nd quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant's stock valued at $5,658,000 after acquiring an additional 38 shares during the period. Discipline Wealth Solutions LLC boosted its holdings in Microsoft by 410.4% during the 3rd quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant's stock valued at $1,144,000 after acquiring an additional 2,138 shares during the period. Wealth Group Ltd. boosted its holdings in Microsoft by 1.2% during the 4th quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant's stock valued at $1,000,000 after acquiring an additional 28 shares during the period. Finally, Eagle Capital Management LLC boosted its holdings in Microsoft by 0.4% during the 4th quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant's stock valued at $9,735,000 after acquiring an additional 96 shares during the period. Institutional investors own 71.13% of the company's stock.

Microsoft Stock Up 2.1%

NASDAQ:MSFT opened at $424.54 on Friday. Microsoft Corporation has a fifty-two week low of $356.28 and a fifty-two week high of $555.45. The stock has a market capitalization of $3.15 trillion, a P/E ratio of 26.55, a P/E/G ratio of 1.57 and a beta of 1.11. The company has a debt-to-equity ratio of 0.09, a quick ratio of 1.38 and a current ratio of 1.39. The company's 50-day simple moving average is $393.48 and its 200-day simple moving average is $451.12.

Microsoft (NASDAQ:MSFT - Get Free Report) last released its quarterly earnings results on Wednesday, January 28th. The software giant reported $4.14 earnings per share for the quarter, beating analysts' consensus estimates 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 analysts' expectations of $80.28 billion. During the same period last year, the business earned $3.23 EPS. The company's revenue was up 16.7% compared to the same quarter last year. On average, equities analysts anticipate that Microsoft Corporation will post 16.54 earnings per share for the current fiscal year.

Microsoft Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Thursday, June 11th. Investors of record on Thursday, May 21st will be paid a dividend of $0.91 per share. This represents a $3.64 annualized dividend and a yield of 0.9%. The ex-dividend date is Thursday, May 21st. Microsoft's payout ratio is 22.76%.

Analyst Ratings Changes

A number of research firms recently issued reports on MSFT. UBS Group dropped their price objective on Microsoft from $600.00 to $510.00 and set a "buy" rating for the company in a report on Wednesday, March 25th. Royal Bank Of Canada restated an "outperform" rating on shares of Microsoft in a report on Monday, March 2nd. TD Cowen dropped their price objective on Microsoft from $610.00 to $540.00 and set a "buy" rating for the company in a report on Thursday, April 16th. Guggenheim restated a "buy" rating and set a $586.00 price objective on shares of Microsoft in a report on Thursday. Finally, Citigroup decreased their target price on Microsoft from $635.00 to $600.00 and set a "buy" rating for the company in a research report on Tuesday. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-eight have given a Buy rating and five have issued a Hold rating to the company's stock. Based on data from MarketBeat, the stock currently has an average rating of "Moderate Buy" and an average target price of $575.34.

Microsoft News Summary

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft announced a roughly $18B investment in Australia to expand Azure AI supercomputing, cloud capacity, cybersecurity and upskilling — a major long‑term revenue and capacity commitment that supports the AI growth narrative. Microsoft to invest $18B in Australia to expand AI, cloud and digital infrastructure
• Positive Sentiment: High‑profile investor Michael Burry disclosed a new long position in MSFT, signaling conviction from a value‑oriented, headline‑driving buyer — this can attract other investors looking for a contrarian entry. Big Short Investor Michael Burry Opens New Position in Microsoft Stock (MSFT)
• Positive Sentiment: Analysts remain upbeat: Jefferies reaffirmed a Buy and other firms (Guggenheim, TD Cowen) have high price targets or bullish notes citing Copilot/Azure monetization, supporting upside sentiment into earnings. Jefferies gives a buy rating on Microsoft
• Positive Sentiment: Gaming/product signals: Xbox branding returned and leaked details of a cheaper Xbox Game Pass Starter Edition have lifted expectations for consumer engagement and subscription growth. Microsoft Gaming reverts to Xbox branding as part of new mission statement
• Neutral Sentiment: Upcoming catalyst: Microsoft reports fiscal Q3 results on April 29 — earnings will likely drive larger intraday moves as investors look for Azure growth, Copilot adoption and AI capex conversion. Microsoft Will Report Q3 Earnings on April 29
• Neutral Sentiment: Market context: Tech sector strength and broader AI‑led optimism are supporting MSFT alongside peers; short‑interest data in the feed is not meaningful (reported 0 shares). Sector Update: Tech Stocks Gain Late Afternoon
• Negative Sentiment: Cost/structure concerns: Microsoft launched its first‑ever voluntary buyout program (~7% of U.S. workforce) as it reshapes for AI — while aimed at efficiency, the move and public discussion of heavy AI capex have pressured sentiment and raised near‑term uncertainty. Microsoft plans first voluntary employee buyout in company's 51-year history
• Negative Sentiment: Investor worry over AI capital intensity and OpenAI dependence persists in commentary and some sell‑side notes, which could keep volatility elevated into earnings despite long‑term upside. Microsoft Is A Value Trap, OpenAI Dependence Could Backfire

Insider Buying and Selling at Microsoft

In other Microsoft news, Director John W. Stanton purchased 5,000 shares of the stock in a transaction on Wednesday, February 18th. The stock was acquired at an average price of $397.35 per share, with a total value of $1,986,750.00. Following the completion of the acquisition, the director owned 83,905 shares in the company, valued at $33,339,651.75. The trade was a 6.34% increase in their ownership of the stock. The acquisition was disclosed in a filing with the SEC, which can be accessed through this link. Also, EVP Kathleen T. Hogan sold 12,321 shares of the firm'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 sale, the executive vice president directly owned 137,933 shares of the company's stock, valued at approximately $56,486,322.16. This represents a 8.20% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 0.03% of the stock is owned by insiders.

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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