Alpha Cubed Investments LLC Boosts Position in Microsoft Corporation $MSFT

Key Points

• Alpha Cubed Investments LLC increased its Microsoft stake by 4.3% in the fourth quarter, bringing its holdings to 304,424 shares valued at about $147.2 million. Microsoft is now the fund’s third-largest holding.
• Insider selling continued during the period, with EVP Kathleen T. Hogan and CEO Judson Althoff both selling shares. In total, insiders sold 29,083 shares worth about $12.7 million over the last quarter.
• Microsoft remains financially strong, reporting earnings and revenue above estimates in its latest quarter and maintaining a quarterly dividend of $0.91 per share. Analysts are still broadly positive, with a consensus rating of Moderate Buy and an average price target of $561.20.

Alpha Cubed Investments LLC raised its stake in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 4.3% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 304,424 shares of the software giant's stock after purchasing an additional 12,464 shares during the period. Microsoft accounts for approximately 5.0% of Alpha Cubed Investments LLC's holdings, making the stock its 3rd biggest holding. Alpha Cubed Investments LLC's holdings in Microsoft were worth $147,226,000 at the end of the most recent reporting period.

A number of other hedge funds have also bought and sold shares of the company. BLVD Private Wealth LLC raised its position in shares of Microsoft by 0.6% during the 3rd quarter. BLVD Private Wealth LLC now owns 3,169 shares of the software giant's stock valued at $1,641,000 after acquiring an additional 19 shares in the last quarter. Magnolia Capital Management Ltd. increased its stake in Microsoft by 0.3% during the third quarter. Magnolia Capital Management Ltd. now owns 6,509 shares of the software giant's stock valued at $3,371,000 after purchasing an additional 20 shares during the last quarter. ARK & TLK Investments LLC raised its holdings in shares of Microsoft by 1.0% during the third quarter. ARK & TLK Investments LLC now owns 1,935 shares of the software giant's stock worth $1,002,000 after purchasing an additional 20 shares during the period. Rochester Wealth Strategies LLC raised its holdings in shares of Microsoft by 2.9% during the third quarter. Rochester Wealth Strategies LLC now owns 700 shares of the software giant's stock worth $363,000 after purchasing an additional 20 shares during the period. Finally, Longfellow Investment Management Co. LLC lifted its position 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 buying an additional 20 shares during the last quarter. 71.13% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

In other news, EVP Kathleen T. Hogan sold 12,321 shares of the business's stock in a transaction on 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 sale, 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 transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, CEO Judson Althoff sold 15,500 shares of the company's stock in a transaction on Monday, June 1st. The shares were sold at an average price of $460.99, for a total value of $7,145,345.00. Following the completion of the sale, the chief executive officer owned 110,477 shares of the company's stock, valued at approximately $50,928,792.23. This trade represents a 12.30% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 29,083 shares of company stock valued at $12,710,152 over the last quarter. Corporate insiders own 0.03% of the company's stock.

Microsoft Price Performance

Shares of MSFT opened at $441.31 on Wednesday. Microsoft Corporation has a one year low of $356.28 and a one year high of $555.45. The stock's fifty day moving average is $403.52 and its 200-day moving average is $433.78. 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 capitalization of $3.28 trillion, a price-to-earnings ratio of 26.27, a price-to-earnings-growth ratio of 1.66 and a beta of 1.11.

Microsoft (NASDAQ:MSFT - Get Free Report) last announced its earnings results on Wednesday, April 29th. The software giant reported $4.27 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $4.06 by $0.21. The firm had revenue of $82.89 billion during 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%. Microsoft's revenue was up 18.3% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $3.46 EPS. Equities analysts anticipate that Microsoft Corporation will post 16.76 EPS for the current year.

Microsoft Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, June 11th. Investors of record on Thursday, May 21st will be issued a dividend of $0.91 per share. The ex-dividend date of this dividend is Thursday, May 21st. This represents a $3.64 annualized dividend and a yield of 0.8%. Microsoft's payout ratio is presently 21.67%.

Analyst Ratings Changes

A number of equities research analysts recently weighed in on the stock. China Renaissance lowered their price objective on shares of Microsoft from $630.00 to $550.00 and set a "buy" rating for the company in a research report on Monday, May 4th. Jefferies Financial Group reiterated a "buy" rating on shares of Microsoft in a research report on Monday, May 4th. Wells Fargo & Company increased their target price on Microsoft from $625.00 to $650.00 and gave the stock an "overweight" rating in a research report on Monday. Dbs Bank cut their target price on Microsoft from $678.00 to $573.00 in a research note on Thursday, May 7th. Finally, New Street Research cut their price objective on shares of Microsoft from $675.00 to $600.00 and set a "buy" rating on the stock in a research report on Thursday, April 30th. Forty investment analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company's stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and an average price target of $561.20.

Key Stories Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft unveiled new in-house AI models at Build, including MAI-Code-1 and MAI-Thinking-1, signaling it is reducing reliance on OpenAI and Anthropic while lowering costs for developers.
• Positive Sentiment: The company introduced Microsoft Scout, an always-on personal agent for Microsoft 365, and other agentic AI tools, reinforcing the view that Microsoft is expanding its AI monetization opportunities.
• Positive Sentiment: Microsoft and Nvidia deepened their partnership on AI PCs and agentic computing across Windows and Azure, which investors viewed as a major catalyst for the Windows ecosystem and future hardware/software demand.
• Positive Sentiment: Microsoft also highlighted its quantum computing progress with the Majorana 2 chip, adding to the company’s long-term innovation narrative.
• Positive Sentiment: Multiple analysts and media reports remained constructive, with commentary pointing to strong Azure upside, AI demand, and a favorable long-term valuation case for MSFT.
• Neutral Sentiment: Build 2026 generated broad attention across the market, but some reports noted Microsoft teased a Copilot “Super App” without fully unveiling it, which may have tempered expectations.
• Negative Sentiment: Judson Althoff sold 15,500 Microsoft shares in an SEC-disclosed transaction, which can create short-term investor concern even though the sale was relatively modest versus his remaining holdings.
• Negative Sentiment: Some coverage cited profit-taking and concerns about capital intensity, margin pressure, and a possible AI policy overhang, helping explain the pullback despite the positive product news.

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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