Cache Advisors LLC Purchases 15,114 Shares of Microsoft Corporation $MSFT

Key Points

• Cache Advisors LLC increased its Microsoft stake by 24.1% in the first quarter, buying 15,114 additional shares to bring its total holdings to 77,875 shares valued at about $28.8 million.
• Institutional ownership of Microsoft remains very high, with major firms like Vanguard, State Street, and Geode also adding shares; overall, 71.13% of the stock is held by institutional investors.
• Analysts remain broadly positive on MSFT, with 41 Buy ratings and six Hold ratings, giving the stock a consensus rating of Moderate Buy and an average price target of $560.86.

Cache Advisors LLC boosted its holdings in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 24.1% during the 1st quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 77,875 shares of the software giant's stock after acquiring an additional 15,114 shares during the quarter. Microsoft makes up approximately 3.3% of Cache Advisors LLC's portfolio, making the stock its 7th largest holding. Cache Advisors LLC's holdings in Microsoft were worth $28,827,000 at the end of the most recent quarter.

Several other large investors also recently added to or reduced their stakes in MSFT. Vanguard Group Inc. raised its holdings in Microsoft by 2.3% during the fourth quarter. Vanguard Group Inc. now owns 717,942,580 shares of the software giant's stock valued at $347,211,391,000 after buying an additional 15,955,898 shares in the last quarter. State Street Corp lifted its position in shares of Microsoft by 2.1% in the fourth quarter. State Street Corp now owns 306,150,608 shares of the software giant's stock worth $148,060,557,000 after buying an additional 6,388,930 shares during the last quarter. Geode Capital Management LLC boosted its stake in shares of Microsoft by 1.1% during the 4th quarter. Geode Capital Management LLC now owns 182,618,400 shares of the software giant's stock worth $88,056,019,000 after acquiring an additional 1,911,142 shares in the last quarter. Morgan Stanley increased its holdings in shares of Microsoft by 0.8% during the 4th quarter. Morgan Stanley now owns 121,220,561 shares of the software giant's stock valued at $58,624,690,000 after acquiring an additional 980,439 shares during the last quarter. Finally, Norges Bank acquired a new position in shares of Microsoft during the 4th quarter valued at about $50,664,631,000. 71.13% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

Several equities research analysts recently weighed in on MSFT shares. Citigroup started coverage on Microsoft in a report on Monday, June 1st. They issued a "market outperform" rating for the company. New Street Research lowered their price target on Microsoft from $675.00 to $600.00 and set a "buy" rating on the stock in a report on Thursday, April 30th. Sanford C. Bernstein lifted their price target on shares of Microsoft from $641.00 to $646.00 and gave the company an "outperform" rating in a research report on Thursday, April 30th. DA Davidson reduced their price objective on shares of Microsoft from $650.00 to $550.00 and set a "buy" rating for the company in a research note on Thursday, April 30th. Finally, Piper Sandler reaffirmed an "overweight" rating on shares of Microsoft in a report on Tuesday, May 26th. Forty-one research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company's stock. Based on data from MarketBeat, the company presently has a consensus rating of "Moderate Buy" and an average price target of $560.86.

Insider Buying and Selling

In other Microsoft news, EVP Amy Coleman sold 1,262 shares of the company'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 completion of the transaction, the executive vice president 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 transaction was disclosed in a legal filing with the SEC, which is available at this link. 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 completion of the sale, the executive vice president owned 47,468 shares of the company's stock, valued at $19,122,009.12. This represents a 8.66% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 23,762 shares of company stock valued at $10,508,361 over the last three months. 0.03% of the stock is owned by corporate insiders.

Microsoft News Summary

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Some bullish voices argue the selloff has made Microsoft look oversold, with analysts and strategists like Dan Ives calling the pullback a buying opportunity and pointing to Microsoft’s long-term AI and cloud strength. Dan Ives Says the $3 Trillion Tech Wipeout Is a Buying Opportunity. Here’s His Case
• Positive Sentiment: Michael Burry disclosed long-dated call options on Microsoft, a signal that at least one high-profile investor sees significant upside over the next several years. “Big Short” Legend Michael Burry Just Bet Big on Microsoft
• Positive Sentiment: Microsoft also announced new enterprise partnerships, including integrations that expand its cloud, AI, and cybersecurity ecosystem, which supports the long-term growth story. Microsoft (MSFT) Expands Operations With a New Strategic Partnership
• Neutral Sentiment: Several articles frame the stock’s recent weakness as a value-versus-trap debate, reflecting uncertainty rather than a clear new catalyst. Microsoft Stock: Value Trap or Buying Opportunity?
• Neutral Sentiment: Microsoft is also facing fresh regulatory and legal scrutiny, including an EU gatekeeper review, an Italy antitrust probe, and a copyright lawsuit tied to AI training data, which adds headline risk. Microsoft (MSFT) Faces EU Gatekeeper Move And Italy Antitrust Probe
• Negative Sentiment: Brokerage sentiment has also turned more cautious, with Stifel cutting its price target and keeping a Hold rating amid margin concerns. Stifel Lowers PT on Microsoft (MSFT), Maintains a Hold Rating
• Negative Sentiment: Investor lawsuits and class-action notices related to alleged securities fraud and Copilot deficiencies are adding to sentiment pressure around the stock. Deadline Alert: Microsoft Corporation (MSFT) Shareholders Who Lost Money Urged To Contact Glancy Prongay Wolke & Rotter LLP About Securities Fraud Lawsuit

Microsoft Stock Performance

Shares of NASDAQ MSFT opened at $368.57 on Tuesday. The company has a quick ratio of 1.27, a current ratio of 1.28 and a debt-to-equity ratio of 0.08. The business's 50 day moving average is $409.33 and its two-hundred day moving average is $420.11. The company has a market cap of $2.74 trillion, a P/E ratio of 21.94, a P/E/G ratio of 1.34 and a beta of 1.11. Microsoft Corporation has a 12 month low of $349.20 and a 12 month high of $555.45.

Microsoft (NASDAQ:MSFT - Get Free Report) last released its earnings results on Wednesday, April 29th. The software giant reported $4.27 EPS for the quarter, beating 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 firm had revenue of $82.89 billion during the quarter, compared to analysts' expectations of $81.44 billion. During the same period in the prior year, the company earned $3.46 EPS. The business's quarterly revenue was up 18.3% compared to the same quarter last year. On average, equities analysts expect that Microsoft Corporation will post 16.76 EPS for the current year.

Microsoft Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Thursday, August 20th will be paid a $0.91 dividend. This represents a $3.64 annualized dividend and a dividend yield of 1.0%. The ex-dividend date is Thursday, August 20th. Microsoft's dividend payout ratio (DPR) is presently 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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