B&D White Capital Company LLC Increases Position in Microsoft Corporation $MSFT

Key Points

• B&D White Capital Company LLC sharply increased its Microsoft stake by 824.3% in the fourth quarter, ending with 5,999 shares valued at about $2.9 million.
• Wall Street remains broadly upbeat on Microsoft, with 41 analysts rating it a Buy and a consensus target price of $561.20, even as some firms have recently adjusted price targets.
• Microsoft continues to show strong fundamentals, reporting quarterly earnings of $4.27 per share on $82.89 billion in revenue, while also announcing a $0.91 quarterly dividend.

B&D White Capital Company LLC lifted its holdings in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 824.3% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 5,999 shares of the software giant's stock after purchasing an additional 5,350 shares during the period. B&D White Capital Company LLC's holdings in Microsoft were worth $2,901,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds have also recently modified their holdings of MSFT. Longfellow Investment Management Co. LLC increased its stake in shares of Microsoft by 51.3% in the 2nd quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant's stock valued at $29,000 after purchasing an additional 20 shares in the last quarter. Bernzott Capital Advisors purchased a new position in shares of Microsoft in the 4th quarter valued at about $34,000. Timmons Wealth Management LLC purchased a new position in shares of Microsoft in the 4th quarter valued at about $36,000. Fairway Wealth LLC increased its stake in shares of Microsoft by 287.0% in the 4th quarter. Fairway Wealth LLC now owns 89 shares of the software giant's stock valued at $43,000 after purchasing an additional 66 shares in the last quarter. Finally, LSV Asset Management purchased a new position in shares of Microsoft in the 4th quarter valued at about $44,000. Hedge funds and other institutional investors own 71.13% of the company's stock.

Analysts Set New Price Targets

Several brokerages recently weighed in on MSFT. Jefferies Financial Group restated a "buy" rating on shares of Microsoft in a research note on Monday, May 4th. Guggenheim reiterated a "buy" rating and set a $586.00 price objective on shares of Microsoft in a research note on Thursday, April 30th. Wells Fargo & Company boosted their price objective on Microsoft from $625.00 to $650.00 and gave the stock an "overweight" rating in a research note on Monday, June 1st. Tigress Financial boosted their price objective on Microsoft from $595.00 to $680.00 and gave the stock a "buy" rating in a research note on Wednesday, May 6th. Finally, Mizuho cut their price objective on Microsoft from $620.00 to $515.00 and set an "outperform" rating for the company in a research note on Tuesday, April 14th. Forty-one research analysts have rated the stock with a Buy rating and six have issued a Hold rating to the stock. Based on data from MarketBeat.com, Microsoft presently has an average rating of "Moderate Buy" and a consensus target price of $561.20.

Microsoft News Roundup

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 Transactions at Microsoft

In other news, CEO Judson Althoff sold 15,500 shares of the business's stock in a transaction that occurred on Monday, June 1st. The stock was sold at an average price of $460.99, for a total transaction of $7,145,345.00. Following the transaction, the chief executive officer directly owned 110,477 shares in the company, valued at $50,928,792.23. The trade was a 12.30% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, 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 value of $519,111.08. Following the transaction, the executive vice president owned 46,003 shares in the company, valued at approximately $18,922,874.02. This represents a 2.67% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 23,762 shares of company stock worth $10,508,361 in the last ninety days. Insiders own 0.03% of the company's stock.

Microsoft Trading Up 0.1%

Shares of Microsoft stock opened at $390.74 on Friday. The stock has a market cap of $2.90 trillion, a P/E ratio of 23.26, a P/E/G ratio of 1.41 and a beta of 1.11. The stock's 50 day simple moving average is $411.08 and its 200-day simple moving average is $428.95. Microsoft Corporation has a 1-year low of $356.28 and a 1-year high of $555.45. The company has a debt-to-equity ratio of 0.08, a current ratio of 1.28 and a quick ratio of 1.27.

Microsoft (NASDAQ:MSFT - Get Free Report) last issued its earnings results on Wednesday, April 29th. The software giant reported $4.27 earnings per share for the quarter, topping the consensus estimate of $4.06 by $0.21. The business had revenue of $82.89 billion for the quarter, compared to analysts' expectations of $81.44 billion. Microsoft had a return on equity of 31.94% and a net margin of 39.34%.The business's revenue for the quarter was up 18.3% compared to the same quarter last year. During the same period in the previous year, the firm posted $3.46 EPS. Analysts predict that Microsoft Corporation will post 16.76 EPS for the current fiscal year.

Microsoft Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Thursday, August 20th will be issued a dividend of $0.91 per share. This represents a $3.64 annualized dividend and a dividend yield of 0.9%. The ex-dividend date is Thursday, August 20th. Microsoft's payout ratio is currently 21.67%.

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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