Atlas Capital Advisors Inc. bought a new position in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor bought 30,647 shares of the software giant's stock, valued at approximately $14,822,000. Microsoft accounts for 1.7% of Atlas Capital Advisors Inc.'s portfolio, making the stock its 7th largest position.
Other hedge funds and other institutional investors have also recently made changes to their positions in the company. Longfellow Investment Management Co. LLC grew its holdings in shares of Microsoft by 51.3% during the 2nd quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant's stock worth $29,000 after acquiring an additional 20 shares during the period. Bernzott Capital Advisors bought a new stake in shares of Microsoft in the 4th quarter worth approximately $34,000. Timmons Wealth Management LLC bought a new stake in shares of Microsoft in the 4th quarter worth approximately $36,000. Fairway Wealth LLC boosted its position in shares of Microsoft by 287.0% in the 4th quarter. Fairway Wealth LLC now owns 89 shares of the software giant's stock worth $43,000 after purchasing an additional 66 shares in the last quarter. Finally, Sellwood Investment Partners LLC bought a new stake in shares of Microsoft in the 3rd quarter worth approximately $49,000. Hedge funds and other institutional investors own 71.13% of the company's stock.
Analyst Upgrades and Downgrades
MSFT has been the topic of a number of analyst reports. Royal Bank Of Canada reissued a "buy" rating on shares of Microsoft in a research report on Friday, May 22nd. Benchmark reissued a "buy" rating and issued a $525.00 price target (up from $450.00) on shares of Microsoft in a research report on Tuesday, April 28th. Citigroup initiated coverage on Microsoft in a research report on Monday, June 1st. They issued a "market outperform" rating on the stock. DZ Bank reissued a "buy" rating on shares of Microsoft in a research report on Thursday, April 30th. Finally, Barclays reissued an "overweight" rating on shares of Microsoft in a research report on Wednesday, June 3rd. Forty-one investment analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company's stock. Based on data from MarketBeat.com, the company has a consensus rating of "Moderate Buy" and a consensus price target of $561.20.
View Our Latest Stock Analysis on Microsoft
Microsoft Price Performance
Shares of MSFT opened at $390.74 on Friday. The firm has a market cap of $2.90 trillion, a PE ratio of 23.26, a P/E/G ratio of 1.41 and a beta of 1.11. The company has a current ratio of 1.28, a quick ratio of 1.27 and a debt-to-equity ratio of 0.08. The firm has a fifty day simple moving average of $411.08 and a two-hundred day simple moving average of $428.95. Microsoft Corporation has a 1-year low of $356.28 and a 1-year 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 for the quarter, beating analysts' consensus estimates of $4.06 by $0.21. The business 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%. The company's quarterly revenue was up 18.3% compared to the same quarter last year. During the same period in the previous year, the business earned $3.46 EPS. On average, equities analysts anticipate that Microsoft Corporation will post 16.76 EPS for the current year.
Microsoft Dividend Announcement
The business also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Thursday, August 20th will be paid a dividend of $0.91 per share. The ex-dividend date 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%.
More Microsoft News
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.
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 on Monday, June 1st. The shares were sold at an average price of $460.99, for a total transaction of $7,145,345.00. Following the completion of the sale, the chief executive officer directly owned 110,477 shares in the company, valued at approximately $50,928,792.23. The trade was a 12.30% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Amy Coleman sold 1,262 shares of the business's stock in a transaction on Thursday, May 14th. The shares were sold at an average price of $411.34, for a total transaction of $519,111.08. Following the sale, the executive vice president owned 46,003 shares of the company's stock, valued at approximately $18,922,874.02. This represents a 2.67% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 23,762 shares of company stock worth $10,508,361. Insiders own 0.03% of the company's stock.
About Microsoft
(
Free Report)
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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