Arrowpoint Investment Partners Singapore Pte. Ltd. Buys Shares of 145,000 Microsoft Corporation $MSFT

Key Points

• Arrowpoint Investment Partners Singapore Pte. Ltd. disclosed a new fourth-quarter stake in Microsoft, buying 145,000 shares valued at about $70.1 million. Microsoft now makes up roughly 10.3% of the firm’s portfolio and is its second-largest holding.
• Microsoft’s latest quarterly results topped expectations, with EPS of $4.27 versus estimates of $4.06 and revenue of $82.89 billion versus forecasts of $81.44 billion. Revenue rose 18.3% year over year, underscoring continued business momentum.
• Wall Street remains broadly positive on MSFT, with 41 Buy ratings and a consensus Moderate Buy rating. However, the stock has pulled back from its highs, recently trading at $397.36 versus a 52-week high of $555.45.

Arrowpoint Investment Partners Singapore Pte. Ltd. bought a new stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund bought 145,000 shares of the software giant's stock, valued at approximately $70,125,000. Microsoft comprises about 10.3% of Arrowpoint Investment Partners Singapore Pte. Ltd.'s investment portfolio, making the stock its 2nd largest holding.

Several other institutional investors have also recently added to or reduced their stakes in MSFT. WFA Asset Management Corp increased its stake in Microsoft by 27.0% during the first quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant's stock valued at $427,000 after purchasing an additional 216 shares during the last quarter. Ironwood Wealth Management LLC. grew its position in shares of Microsoft by 0.3% during the second quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant's stock worth $5,658,000 after acquiring an additional 38 shares during the last quarter. Discipline Wealth Solutions LLC grew its position in shares of Microsoft by 410.4% during the third quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant's stock worth $1,144,000 after acquiring an additional 2,138 shares during the last quarter. Wealth Group Ltd. grew its position in shares of Microsoft by 1.2% during the fourth quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant's stock worth $1,000,000 after acquiring an additional 28 shares during the last quarter. Finally, Eagle Capital Management LLC grew its position in shares of Microsoft by 0.4% during the fourth quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant's stock worth $9,735,000 after acquiring an additional 96 shares during the last quarter. Institutional investors own 71.13% of the company's stock.

Insider Activity at Microsoft

In other Microsoft news, EVP Takeshi Numoto sold 2,500 shares of the company's stock in a transaction dated Monday, June 8th. The shares were sold at an average price of $412.45, for a total value of $1,031,125.00. Following the completion of the sale, the executive vice president directly owned 51,968 shares of the company's stock, valued at approximately $21,434,201.60. This represents a 4.59% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP Amy Coleman sold 1,262 shares of the company's stock in a transaction dated Thursday, May 14th. The shares were sold at an average price of $411.34, for a total transaction of $519,111.08. Following the completion of the sale, the executive vice president directly owned 46,003 shares of the company's stock, valued at $18,922,874.02. The trade was a 2.67% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 19,262 shares of company stock worth $8,695,581 in the last 90 days. Corporate insiders own 0.03% of the company's stock.

Microsoft Stock Performance

Shares of MSFT opened at $397.36 on Thursday. The firm has a 50-day moving average price of $410.24 and a 200 day moving average price of $429.80. The firm has a market capitalization of $2.95 trillion, a PE ratio of 23.65, a P/E/G ratio of 1.45 and a beta of 1.11. The company has a quick ratio of 1.27, a current ratio of 1.28 and a debt-to-equity ratio of 0.08. Microsoft Corporation has a 52-week low of $356.28 and a 52-week high of $555.45.

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. On average, sell-side analysts anticipate that Microsoft Corporation will post 16.76 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

MSFT has been the subject of several recent research reports. Robert W. Baird lowered their price target on shares of Microsoft from $540.00 to $500.00 and set an "outperform" rating for the company in a research report on Wednesday, April 15th. Piper Sandler restated an "overweight" rating on shares of Microsoft in a research report on Tuesday, May 26th. Arete Research upped their price target on shares of Microsoft from $730.00 to $870.00 and gave the stock a "buy" rating in a research report on Tuesday, May 5th. President Capital upped their price target on shares of Microsoft from $500.00 to $520.00 and gave the stock a "buy" rating in a research report on Thursday, April 30th. Finally, William Blair restated an "outperform" rating on shares of Microsoft in a research report on Monday, March 9th. Forty-one equities research analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company. According to data from MarketBeat, the stock has a consensus rating of "Moderate Buy" and an average price target of $561.20.

Key Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Investors are showing bullish sentiment toward Microsoft, with unusually heavy buying in long-dated call options suggesting some traders expect upside from here. Article Title
• Positive Sentiment: Microsoft announced a quarterly dividend of $0.91 per share, reinforcing its cash-generation and shareholder-return profile. Article Title
• Positive Sentiment: MN8 Energy said two solar projects totaling 260 MW are now online under long-term power purchase agreements with Microsoft, supporting its AI/data-center infrastructure needs. Article Title
• Neutral Sentiment: Microsoft is expanding AI and cloud partnerships, including new agentic AI collaborations and Copilot-related deployments, which supports the long-term growth narrative but also underscores ongoing AI spending pressure. Article Title
• Negative Sentiment: Microsoft is reportedly cutting hundreds of jobs in its Azure unit in China, highlighting regulatory friction and weaker operating conditions in a key market. Article Title
• Negative Sentiment: Reports that Xbox is planning major layoffs and budget cuts next month are adding to concerns about slower growth and restructuring costs in Microsoft’s gaming division. Article Title
• Negative Sentiment: Microsoft is also limiting employee use of Anthropic’s Claude Fable 5 over data-retention concerns, a reminder of the risks and competitive tensions around AI tools and partners. Article Title

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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