Aureum Wealth Management LLC Takes $964,000 Position in Microsoft Corporation $MSFT

Key Points

• Aureum Wealth Management initiated a new position in Microsoft during the fourth quarter, buying 1,994 shares worth about $964,000.
• Microsoft continues to attract major institutional interest, with hedge funds and asset managers holding 71.13% of the stock and several large investors recently adding to their stakes.
• The company reported strong quarterly results, topping estimates with $4.27 EPS and $82.89 billion in revenue, while also announcing a $0.91 quarterly dividend payable on June 11.

Aureum Wealth Management LLC bought a new stake in Microsoft Corporation (NASDAQ:MSFT - Free Report) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm bought 1,994 shares of the software giant's stock, valued at approximately $964,000.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the business. Norges Bank bought a new position in Microsoft in the second quarter valued at about $50,493,678,000. Nuveen LLC bought a new position in Microsoft in the first quarter valued at about $18,733,827,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its holdings in Microsoft by 500.0% in the third quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 59,543,261 shares of the software giant's stock valued at $30,840,432,000 after acquiring an additional 49,618,571 shares during the last quarter. Laurel Wealth Advisors LLC boosted its holdings in Microsoft by 49,640.3% in the second quarter. Laurel Wealth Advisors LLC now owns 29,967,038 shares of the software giant's stock valued at $14,905,904,000 after acquiring an additional 29,906,791 shares during the last quarter. Finally, Northern Trust Corp boosted its holdings in Microsoft by 16.1% in the fourth quarter. Northern Trust Corp now owns 83,787,746 shares of the software giant's stock valued at $35,316,535,000 after acquiring an additional 11,600,470 shares during the last quarter. 71.13% of the stock is currently owned by institutional investors and hedge funds.

Microsoft Stock Up 0.4%

Shares of Microsoft stock opened at $423.54 on Tuesday. The business's 50 day simple moving average is $398.43 and its 200 day simple moving average is $439.92. Microsoft Corporation has a 52-week low of $356.28 and a 52-week high of $555.45. The firm has a market cap of $3.15 trillion, a PE ratio of 25.21, a P/E/G ratio of 1.52 and a beta of 1.10. The company has a debt-to-equity ratio of 0.08, a quick ratio of 1.27 and a current ratio of 1.28.

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. Microsoft had a return on equity of 31.94% and a net margin of 39.34%.The business had revenue of $82.89 billion for the quarter, compared to analyst estimates of $81.44 billion. During the same quarter last year, the firm earned $3.46 EPS. Microsoft's revenue for the quarter was up 18.3% compared to the same quarter last year. On average, analysts predict that Microsoft Corporation will post 16.76 earnings per share for the current fiscal year.

Microsoft Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Thursday, June 11th. Shareholders of record on Thursday, May 21st will be given 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 dividend yield of 0.9%. Microsoft's payout ratio is 21.67%.

More Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: The OpenAI lawsuit defeat for Elon Musk clears a major legal overhang and is seen as helping Microsoft’s AI ecosystem and partner exposure. Musk loses blockbuster OpenAI suit as jury says too late
• Positive Sentiment: Bill Ackman’s Pershing Square disclosed a new, large Microsoft stake, reinforcing the view that some major investors see MSFT as undervalued relative to its AI growth prospects. MSFT Stock Alert: What to Know as Bill Ackman Adds Microsoft Position
• Positive Sentiment: Analysts and market commentators highlighted Microsoft as a beneficiary of enterprise AI adoption, with Azure and Copilot demand still driving the long-term growth story. Microsoft Rides on Enterprise AI Advancements: More Upside Ahead?
• Neutral Sentiment: Several fund updates showed mixed institutional activity, including notable purchases and trims, which points to continued debate over Microsoft’s near-term valuation rather than a clear change in fundamentals. Pershing Square boosts Microsoft stake with 5.65M shares
• Negative Sentiment: Some headlines flagged potential pressure points, including worries that GitHub AI competition is intensifying and that higher AI infrastructure spending could weigh on margins. Microsoft (MSFT) Faces GitHub AI Crisis as OpenAI’s Codex and Rivals Catch Up

Insiders Place Their Bets

In related news, EVP Amy Coleman sold 1,262 shares of the business's stock in a transaction that occurred on Thursday, May 14th. The stock was sold at an average price of $411.34, for a total transaction of $519,111.08. Following the transaction, the executive vice president directly owned 46,003 shares of the company's stock, valued at approximately $18,922,874.02. The trade was a 2.67% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Kathleen T. Hogan sold 12,321 shares of the business's stock in a transaction that occurred 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 transaction, the executive vice president directly owned 137,933 shares in the company, valued at $56,486,322.16. The trade was a 8.20% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 0.03% of the company's stock.

Analyst Upgrades and Downgrades

Several equities analysts recently issued reports on MSFT shares. Weiss Ratings cut Microsoft from a "buy (b-)" rating to a "hold (c+)" rating in a report on Tuesday, March 24th. Melius Research set a $430.00 target price on Microsoft in a research report on Monday, February 9th. BNP Paribas Exane decreased their target price on Microsoft from $556.00 to $555.00 and set an "outperform" rating for the company in a research report on Friday, May 1st. KeyCorp decreased their target price on Microsoft from $630.00 to $600.00 and set an "overweight" rating for the company in a research report on Thursday, January 29th. Finally, China Renaissance decreased their target price on Microsoft from $630.00 to $550.00 and set a "buy" rating for the company in a research report on Monday, May 4th. Thirty-nine investment analysts have rated the stock with a Buy rating and seven have given a Hold rating to the company. According to data from MarketBeat, Microsoft presently has a consensus rating of "Moderate Buy" and an average target price of $560.88.

Microsoft Company 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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