Blue Jean Financial LLC Purchases Shares of 2,740 Microsoft Corporation $MSFT

Key Points

• Blue Jean Financial LLC bought a new stake in Microsoft during the fourth quarter, acquiring 2,740 shares worth about $1.325 million.
• Institutional ownership remains heavy, with hedge funds and other investors holding 71.13% of Microsoft’s stock, while several firms added to their positions in the quarter.
• Microsoft reported strong quarterly results, beating earnings and revenue estimates, and also declared a quarterly dividend of $0.91 per share to be paid in September.

Blue Jean Financial LLC purchased a new stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm purchased 2,740 shares of the software giant's stock, valued at approximately $1,325,000.

Several other institutional investors have also added to or reduced their stakes in the company. AFT Forsyth & Company Inc. grew its holdings in Microsoft by 0.3% during the 4th quarter. AFT Forsyth & Company Inc. now owns 19,261 shares of the software giant's stock valued at $9,315,000 after buying an additional 63 shares in the last quarter. Aigen Investment Management LP grew its holdings in Microsoft by 50.5% during the 4th quarter. Aigen Investment Management LP now owns 16,568 shares of the software giant's stock valued at $8,013,000 after buying an additional 5,561 shares in the last quarter. Arrowstreet Capital Limited Partnership grew its holdings in Microsoft by 17.2% during the 4th quarter. Arrowstreet Capital Limited Partnership now owns 14,771,001 shares of the software giant's stock valued at $7,143,564,000 after buying an additional 2,171,643 shares in the last quarter. Atlas Capital Advisors Inc. purchased a new position in Microsoft during the 4th quarter valued at approximately $14,822,000. Finally, Ackerman Asset Management LLC purchased a new position in Microsoft during the 4th quarter valued at approximately $276,000. Hedge funds and other institutional investors own 71.13% of the company's stock.

Insider Buying and Selling

In related news, CEO Judson Althoff sold 15,500 shares of the firm'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 completion of the sale, the chief executive officer directly owned 110,477 shares of the company's stock, valued at approximately $50,928,792.23. This trade represents a 12.30% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Takeshi Numoto sold 4,500 shares of the firm's stock in a transaction that occurred on Wednesday, June 10th. The stock was sold at an average price of $402.84, for a total value of $1,812,780.00. Following the sale, the executive vice president directly owned 47,468 shares of the company's stock, valued at $19,122,009.12. This represents a 8.66% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 23,762 shares of company stock valued at $10,508,361. Insiders own 0.03% of the company's stock.

Microsoft Price Performance

NASDAQ:MSFT opened at $390.74 on Friday. The firm has a market capitalization of $2.90 trillion, a price-to-earnings ratio of 23.26, a PEG ratio of 1.41 and a beta of 1.11. Microsoft Corporation has a 1 year low of $356.28 and a 1 year high of $555.45. The business has a 50 day simple moving average of $411.08 and a 200-day simple moving average of $428.95. 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 quarterly earnings results on Wednesday, April 29th. The software giant reported $4.27 earnings per share (EPS) for the quarter, topping 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 firm had revenue of $82.89 billion during the quarter, compared to analyst estimates of $81.44 billion. During the same period last year, the company earned $3.46 EPS. Microsoft's quarterly revenue was up 18.3% compared to the same quarter last year. Equities analysts forecast that Microsoft Corporation will post 16.76 EPS for the current year.

Microsoft Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Thursday, August 20th will be paid a dividend of $0.91 per share. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.9%. The ex-dividend date of this dividend is Thursday, August 20th. Microsoft's dividend payout ratio (DPR) is currently 21.67%.

Wall Street Analysts Forecast Growth

Several equities analysts have weighed in on MSFT shares. Truist Financial cut their price target on Microsoft from $675.00 to $575.00 and set a "buy" rating for the company in a report on Thursday, April 30th. Wedbush reaffirmed an "outperform" rating and issued a $575.00 price objective on shares of Microsoft in a research note on Wednesday, May 13th. Tigress Financial raised their price objective on Microsoft from $595.00 to $680.00 and gave the company a "buy" rating in a research note on Wednesday, May 6th. Jefferies Financial Group reaffirmed a "buy" rating on shares of Microsoft in a research note on Monday, May 4th. Finally, Sanford C. Bernstein raised their price objective on Microsoft from $641.00 to $646.00 and gave the company an "outperform" rating in a research note on Thursday, April 30th. Forty-one investment analysts have rated the stock with a Buy rating and six have given a Hold rating to the company. Based on data from MarketBeat, the stock has a consensus rating of "Moderate Buy" and an average price target of $561.20.

Microsoft News Summary

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.

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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