Avise Financial Cooperative Inc. Makes New Investment in Microsoft Corporation $MSFT

Key Points

• Avise Financial Cooperative opened a new position in Microsoft during the fourth quarter, buying 2,911 shares valued at about $1.41 million. The stake now represents roughly 1.3% of the firm’s portfolio and its 18th-largest holding.
• Microsoft continues to draw strong institutional interest, with several other funds increasing their holdings and institutions now owning 71.13% of the company’s shares.
• The article also highlights a mixed picture around Microsoft: analysts remain broadly bullish with a Moderate Buy rating and a $561.20 average target, while recent insider sales and reports of layoffs in parts of the business add some caution.

Avise Financial Cooperative Inc. acquired a new position in Microsoft Corporation (NASDAQ:MSFT - Free Report) during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund acquired 2,911 shares of the software giant's stock, valued at approximately $1,408,000. Microsoft accounts for about 1.3% of Avise Financial Cooperative Inc.'s portfolio, making the stock its 18th largest position.

Several other hedge funds have also added to or reduced their stakes in MSFT. PMG Family Office LLC bought a new stake in Microsoft during the 3rd quarter worth about $828,000. Trifecta Capital Advisors LLC grew its holdings in Microsoft by 2.3% during the 3rd quarter. Trifecta Capital Advisors LLC now owns 70,175 shares of the software giant's stock worth $36,347,000 after acquiring an additional 1,572 shares during the last quarter. TD Waterhouse Canada Inc. grew its holdings in Microsoft by 1.0% during the 3rd quarter. TD Waterhouse Canada Inc. now owns 949,901 shares of the software giant's stock worth $493,860,000 after acquiring an additional 9,700 shares during the last quarter. Werba Rubin Papier Wealth Management grew its holdings in Microsoft by 15.7% during the 4th quarter. Werba Rubin Papier Wealth Management now owns 12,492 shares of the software giant's stock worth $6,041,000 after acquiring an additional 1,698 shares during the last quarter. Finally, SG Americas Securities LLC grew its holdings in Microsoft by 2,332.1% during the 4th quarter. SG Americas Securities LLC now owns 6,746,017 shares of the software giant's stock worth $3,262,509,000 after acquiring an additional 6,468,645 shares during the last quarter. Institutional investors own 71.13% of the company's stock.

More 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

Insider Buying and Selling

In related news, CEO Judson Althoff sold 15,500 shares of Microsoft stock in a transaction that occurred 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 transaction, the chief executive officer owned 110,477 shares of the company's stock, valued at $50,928,792.23. This trade represents a 12.30% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Amy Coleman sold 1,262 shares of Microsoft 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 in the company, valued at $18,922,874.02. The trade was a 2.67% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 19,262 shares of company stock valued at $8,695,581 in the last 90 days. 0.03% of the stock is owned by insiders.

Analysts Set New Price Targets

A number of equities research analysts have commented on the stock. Robert W. Baird decreased their price objective on shares of Microsoft from $540.00 to $500.00 and set an "outperform" rating on the stock in a report on Wednesday, April 15th. Guggenheim reissued a "buy" rating and set a $586.00 price objective on shares of Microsoft in a report on Thursday, April 30th. Deutsche Bank Aktiengesellschaft decreased their price objective on shares of Microsoft from $575.00 to $550.00 and set a "buy" rating on the stock in a report on Thursday, April 30th. China Renaissance decreased their price objective on shares of Microsoft from $630.00 to $550.00 and set a "buy" rating on the stock in a report on Monday, May 4th. Finally, President Capital increased their price objective on shares of Microsoft from $500.00 to $520.00 and gave the stock a "buy" rating in a report on Thursday, April 30th. Forty-one research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the stock. According to MarketBeat, Microsoft has an average rating of "Moderate Buy" and an average target price of $561.20.

Microsoft Stock Down 1.5%

Shares of NASDAQ:MSFT opened at $397.36 on Thursday. Microsoft Corporation has a one year low of $356.28 and a one year high of $555.45. The company has a 50 day moving average of $410.24 and a 200-day moving average of $429.80. The company has a debt-to-equity ratio of 0.08, a current ratio of 1.28 and a quick ratio of 1.27. The stock has a market cap of $2.95 trillion, a price-to-earnings ratio of 23.65, a P/E/G ratio of 1.45 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 company had revenue of $82.89 billion during the quarter, compared to analysts' expectations of $81.44 billion. During the same quarter in the previous year, the company earned $3.46 EPS. Microsoft's revenue was up 18.3% on a year-over-year basis. On average, sell-side analysts forecast that Microsoft Corporation will post 16.76 earnings per share for the current year.

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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