Altrafin AG Invests $29.43 Million in Microsoft Corporation $MSFT

Altrafin AG acquired a new position 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 institutional investor acquired 60,845 shares of the software giant's stock, valued at approximately $29,426,000. Microsoft makes up about 9.3% of Altrafin AG's portfolio, making the stock its 2nd largest holding.

Several other large investors also recently made changes to their positions in the stock. Arete Wealth Advisors LLC increased its position in shares of Microsoft by 5.1% during the fourth quarter. Arete Wealth Advisors LLC now owns 52,178 shares of the software giant's stock worth $25,247,000 after acquiring an additional 2,518 shares in the last quarter. Jacobi Capital Management LLC increased its position in shares of Microsoft by 3.7% during the fourth quarter. Jacobi Capital Management LLC now owns 52,475 shares of the software giant's stock worth $25,378,000 after acquiring an additional 1,889 shares in the last quarter. FORA Capital LLC increased its position in shares of Microsoft by 19.6% during the fourth quarter. FORA Capital LLC now owns 28,674 shares of the software giant's stock worth $13,867,000 after acquiring an additional 4,709 shares in the last quarter. CreativeOne Wealth LLC increased its position in shares of Microsoft by 2.3% during the fourth quarter. CreativeOne Wealth LLC now owns 137,960 shares of the software giant's stock worth $66,720,000 after acquiring an additional 3,107 shares in the last quarter. Finally, Cordoba Advisory Partners LLC bought a new stake in shares of Microsoft during the fourth quarter worth $1,451,000. Institutional investors own 71.13% of the company's stock.

Microsoft Trading Up 0.1%

Shares of NASDAQ:MSFT opened at $390.74 on Friday. The company's 50-day moving average price is $411.08 and its two-hundred day moving average price is $428.95. The company has a debt-to-equity ratio of 0.08, a current ratio of 1.28 and a quick ratio of 1.27. 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 $2.90 trillion, a PE ratio of 23.26, a price-to-earnings-growth ratio of 1.41 and a beta of 1.11.

Microsoft (NASDAQ:MSFT - Get Free Report) last issued its quarterly 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. Microsoft had a net margin of 39.34% and a return on equity of 31.94%. The firm had revenue of $82.89 billion for the quarter, compared to analysts' expectations of $81.44 billion. During the same period in the previous year, the firm posted $3.46 EPS. The company's revenue for the quarter was up 18.3% on a year-over-year basis. On average, equities analysts forecast that Microsoft Corporation will post 16.76 EPS for the current fiscal year.

Microsoft Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Thursday, August 20th will be issued a $0.91 dividend. The ex-dividend date of this dividend is Thursday, August 20th. This represents a $3.64 dividend on an annualized basis and a yield of 0.9%. Microsoft's payout ratio is currently 21.67%.

Analyst Ratings Changes

Several brokerages have recently issued reports on MSFT. Piper Sandler reissued an "overweight" rating on shares of Microsoft in a research report on Tuesday, May 26th. DZ Bank reissued a "buy" rating on shares of Microsoft in a research report on Thursday, April 30th. Mizuho lowered their price objective on shares of Microsoft from $620.00 to $515.00 and set an "outperform" rating for the company in a research report on Tuesday, April 14th. New Street Research decreased their target price on shares of Microsoft from $675.00 to $600.00 and set a "buy" rating for the company in a research report on Thursday, April 30th. Finally, Stifel Nicolaus lifted their price target on shares of Microsoft from $392.00 to $415.00 and gave the company a "hold" rating in a research note on Thursday, April 30th. Forty-one equities research analysts have rated the stock with a Buy rating and six have given a Hold rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and a consensus target price of $561.20.

Insider Buying and Selling at Microsoft

In other Microsoft news, CEO Judson Althoff sold 15,500 shares of the business's stock in a transaction dated 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 $50,928,792.23. The trade was a 12.30% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, EVP Takeshi Numoto sold 4,500 shares of the business's stock in a transaction dated Wednesday, June 10th. The shares were sold at an average price of $402.84, for a total transaction of $1,812,780.00. Following the completion of the sale, the executive vice president directly owned 47,468 shares of the company's stock, valued at $19,122,009.12. This represents a 8.66% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 23,762 shares of company stock valued at $10,508,361 in the last quarter. Company insiders own 0.03% of the company's stock.

Microsoft News Roundup

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft’s broader AI and cloud story remains intact, with recent commentary highlighting strong Azure demand, continued Copilot momentum, and bullish analyst views that the stock is still attractive long term.
• Positive Sentiment: The company’s quarterly dividend of $0.91 per share reinforces Microsoft’s cash generation and shareholder-return profile.
• Neutral Sentiment: Satya Nadella’s comments about using AI more efficiently and Microsoft’s tighter controls on third-party AI tools like Anthropic’s Claude suggest a focus on governance and cost discipline rather than a direct business setback.
• Negative Sentiment: Reports that Microsoft is weighing a spinoff or restructuring of Xbox, along with expected layoffs and budget cuts, are the biggest near-term headwind and are likely weighing on sentiment around the stock.
• Negative Sentiment: Additional reports of job cuts in Microsoft’s Azure unit in China and broader worries about AI infrastructure spending are adding caution about near-term execution and profitability.

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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