Bluedoor Private Wealth LLC Buys New Stake in Microsoft Corporation $MSFT

Key Points

• Bluedoor Private Wealth LLC initiated a new position in Microsoft during the fourth quarter, buying 11,397 shares valued at about $5.5 million. Microsoft now accounts for roughly 2.5% of the firm’s holdings.
• Institutional ownership in Microsoft remains very high, with hedge funds and other investors holding 71.13% of the stock. The article also notes several large recent purchases by major institutions, including Norges Bank and Nuveen.
• Microsoft continues to draw mixed sentiment: analysts currently rate the stock Moderate Buy overall, while recent developments highlight both upside from AI initiatives and concerns over heavy AI spending, softer Azure growth, and legal scrutiny tied to the business.

Bluedoor Private Wealth LLC bought a new stake in Microsoft Corporation (NASDAQ:MSFT - Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor bought 11,397 shares of the software giant's stock, valued at approximately $5,512,000. Microsoft comprises approximately 2.5% of Bluedoor Private Wealth LLC's holdings, making the stock its 12th biggest holding.

Several other large investors have also recently bought and sold shares of MSFT. Norges Bank purchased a new position in Microsoft in the fourth quarter valued at $50,664,631,000. Nuveen LLC purchased a new position in Microsoft in the first quarter valued at $18,733,827,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased 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 buying an additional 49,618,571 shares during the last quarter. Laurel Wealth Advisors LLC increased 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 buying an additional 29,906,791 shares during the last quarter. Finally, Cardano Risk Management B.V. increased its holdings in Microsoft by 908.5% in the fourth quarter. Cardano Risk Management B.V. now owns 23,568,250 shares of the software giant's stock valued at $11,398,077,000 after buying an additional 21,231,333 shares during the last quarter. Hedge funds and other institutional investors own 71.13% of the company's stock.

Insider Transactions at Microsoft

In other news, EVP Amy Coleman sold 1,262 shares of the stock in a transaction dated Thursday, May 14th. The shares were sold at an average price of $411.34, for a total transaction of $519,111.08. Following the completion of the sale, 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. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Takeshi Numoto sold 4,500 shares of the stock in a transaction dated Wednesday, June 10th. The stock was sold at an average price of $402.84, for a total transaction of $1,812,780.00. Following the sale, the executive vice president owned 47,468 shares of the company's stock, valued at $19,122,009.12. This trade represents a 8.66% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 23,762 shares of company stock worth $10,508,361. Company insiders own 0.03% of the company's stock.

Wall Street Analyst Weigh In

Several equities analysts recently commented on MSFT shares. Weiss Ratings lowered Microsoft from a "buy (b-)" rating to a "hold (c+)" rating in a report on Tuesday, March 24th. Stifel Nicolaus increased their target price on Microsoft from $392.00 to $415.00 and gave the company a "hold" rating in a report on Thursday, April 30th. Arete Research upped their price objective on shares of Microsoft from $730.00 to $870.00 and gave the company a "buy" rating in a research note on Tuesday, May 5th. William Blair restated an "outperform" rating on shares of Microsoft in a research note on Monday, March 9th. Finally, UBS Group restated a "buy" rating on shares of Microsoft in a research note on Friday, April 24th. Forty-one investment analysts have rated the stock with a Buy rating and six have given a Hold rating to the company's stock. Based on data from MarketBeat, Microsoft currently has an average rating of "Moderate Buy" and a consensus target price of $561.20.

Trending Headlines about Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft launched a new AI agent with pay-as-you-go pricing, a shift that could improve monetization and help the company capture more revenue as customers adopt usage-based AI tools.
• Positive Sentiment: Reports say Microsoft is exploring lower-cost AI model options for Copilot, which could reduce infrastructure costs and improve profitability if implemented successfully.
• Positive Sentiment: Microsoft’s product and AI roadmap continues to attract long-term bulls, with analysts and investors still pointing to the company’s strong enterprise position and AI-driven growth potential.
• Neutral Sentiment: Microsoft was reported to have held talks for a $3 billion Oracle cloud infrastructure lease, but the deal reportedly collapsed over security and compliance issues, limiting any near-term impact on operations.
• Neutral Sentiment: Coverage around a possible Xbox restructuring or spin-off highlights strategic uncertainty in gaming, though it could eventually improve Microsoft’s overall margin profile if the division is separated or reshaped.
• Negative Sentiment: Shareholders filed a class action and securities-fraud investigations were announced over alleged misstatements tied to Azure growth and AI spending, creating legal and reputational overhang for Microsoft Corporation NASDAQ: MSFT.
• Negative Sentiment: Reports that Microsoft may shut down or restructure Xbox studios add to concerns that the gaming segment is a drag on profitability and could require more restructuring costs.
• Negative Sentiment: Recent commentary also points to heavy AI capital expenditures and softer Azure growth, reinforcing investor worries that Microsoft’s spending is rising faster than its cloud revenue growth.

Microsoft Price Performance

Shares of MSFT opened at $393.83 on Wednesday. Microsoft Corporation has a fifty-two week low of $356.28 and a fifty-two week high of $555.45. The company has a market capitalization of $2.93 trillion, a price-to-earnings ratio of 23.44, a price-to-earnings-growth ratio of 1.44 and a beta of 1.11. The firm has a 50-day simple moving average of $412.01 and a 200-day simple moving average of $427.45. 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 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 business had revenue of $82.89 billion during the quarter, compared to the consensus estimate of $81.44 billion. During the same quarter in the prior year, the firm earned $3.46 earnings per share. The business's quarterly revenue was up 18.3% compared to the same quarter last year. On average, equities research analysts anticipate that Microsoft Corporation will post 16.76 earnings per share for the current year.

Microsoft Announces Dividend

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