B. Metzler seel. Sohn & Co. AG Has $811.75 Million Holdings in Microsoft Corporation $MSFT

Key Points

• B. Metzler seel. Sohn & Co. AG increased its Microsoft stake by 8.5% in the fourth quarter, adding 131,228 shares and bringing its total holding to 1,675,512 shares worth about $811.75 million.
• Microsoft continues to attract institutional interest and positive analyst sentiment, with major investors like Bill Ackman also adding positions and the stock carrying a Moderate Buy consensus rating.
• The company reported strong quarterly results, beating EPS and revenue estimates, while also declaring a $0.91 quarterly dividend; however, some headlines noted risks from rising AI competition and infrastructure spending.

B. Metzler seel. Sohn & Co. AG grew its position in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 8.5% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 1,675,512 shares of the software giant's stock after purchasing an additional 131,228 shares during the period. Microsoft makes up approximately 7.1% of B. Metzler seel. Sohn & Co. AG's holdings, making the stock its biggest position. B. Metzler seel. Sohn & Co. AG's holdings in Microsoft were worth $811,750,000 at the end of the most recent quarter.

A number of other institutional investors also recently made changes to their positions in the stock. WFA Asset Management Corp raised its holdings in shares of 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 acquiring an additional 216 shares during the period. Ironwood Wealth Management LLC. raised its holdings 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 valued at $5,658,000 after acquiring an additional 38 shares during the period. Discipline Wealth Solutions LLC raised its holdings 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 valued at $1,144,000 after acquiring an additional 2,138 shares during the period. Wealth Group Ltd. raised its holdings 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 valued at $1,000,000 after acquiring an additional 28 shares during the period. Finally, Eagle Capital Management LLC raised its holdings 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 valued at $9,735,000 after acquiring an additional 96 shares during the period. 71.13% of the stock is owned by institutional investors and hedge funds.

Key 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

Wall Street Analysts Forecast Growth

A number of research firms have recently issued reports on MSFT. William Blair restated an "outperform" rating on shares of Microsoft in a report on Monday, March 9th. Jefferies Financial Group reiterated a "buy" rating on shares of Microsoft in a research note on Monday, May 4th. TD Cowen upgraded shares of Microsoft from a "buy" rating to a "hold" rating in a research note on Tuesday, May 5th. Barclays reiterated a "buy" rating on shares of Microsoft in a research note on Thursday, May 7th. Finally, Melius Research set a $430.00 price objective on shares of Microsoft in a research note on Monday, February 9th. Thirty-nine research analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company. Based on data from MarketBeat, the stock has a consensus rating of "Moderate Buy" and an average target price of $560.88.

Insider Buying and Selling at Microsoft

In other Microsoft news, EVP Amy Coleman sold 1,262 shares of the stock in a transaction on Thursday, May 14th. The shares were sold at an average price of $411.34, for a total value 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. This represents a 2.67% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, EVP Kathleen T. Hogan sold 12,321 shares of the firm's stock in a transaction dated Friday, March 6th. The stock was sold at an average price of $409.52, for a total transaction of $5,045,695.92. Following the transaction, the executive vice president directly owned 137,933 shares of the company's stock, 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.

Microsoft Price Performance

NASDAQ MSFT opened at $423.54 on Tuesday. 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 company has a fifty day simple moving average of $398.43 and a 200 day simple moving average of $439.92. The company has a market cap of $3.15 trillion, a P/E ratio of 25.21, a P/E/G ratio of 1.52 and a beta of 1.10. 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 issued its quarterly 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. Microsoft had a net margin of 39.34% and a return on equity of 31.94%. The firm had revenue of $82.89 billion during the quarter, compared to the consensus estimate of $81.44 billion. During the same period in the prior year, the firm earned $3.46 EPS. The business's revenue was up 18.3% on a year-over-year basis. On average, sell-side analysts predict that Microsoft Corporation will post 16.76 EPS for the current 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 issued a $0.91 dividend. The ex-dividend date of this dividend is Thursday, May 21st. This represents a $3.64 dividend on an annualized basis and a yield of 0.9%. Microsoft's dividend payout ratio is 21.67%.

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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