Caliber Wealth Management LLC KS Has $7.64 Million Position in Microsoft Corporation $MSFT

Key Points

• Caliber Wealth Management LLC KS increased its Microsoft stake by 9.6% in the first quarter, buying 1,811 more shares and bringing its holdings to 20,641 shares worth about $7.64 million.
• Institutional ownership of Microsoft remains very high at 71.13%, and several other funds also added to their positions during recent quarters.
• Microsoft continues to get mostly positive analyst coverage, with a consensus rating of Moderate Buy and a consensus price target of $559.84; the company also beat quarterly earnings and revenue expectations in its latest report.

Caliber Wealth Management LLC KS raised its holdings in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 9.6% during the first quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 20,641 shares of the software giant's stock after acquiring an additional 1,811 shares during the quarter. Microsoft comprises 0.8% of Caliber Wealth Management LLC KS's portfolio, making the stock its 21st largest position. Caliber Wealth Management LLC KS's holdings in Microsoft were worth $7,641,000 as of its most recent SEC filing.

A number of other institutional investors have also recently bought and sold shares of the business. WFA Asset Management Corp grew its holdings in 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 purchasing an additional 216 shares during the period. Ironwood Wealth Management LLC. raised its holdings in Microsoft by 0.3% in the second quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant's stock worth $5,658,000 after purchasing an additional 38 shares during the period. Discipline Wealth Solutions LLC boosted its position 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 worth $1,144,000 after purchasing an additional 2,138 shares in the last quarter. Wealth Group Ltd. grew its holdings in shares of Microsoft by 1.2% in the 4th quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant's stock valued at $1,000,000 after buying an additional 28 shares during the period. Finally, Eagle Capital Management LLC grew its holdings in shares of Microsoft by 0.4% in the 4th quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant's stock valued at $9,735,000 after buying an additional 96 shares during the period. Institutional investors and hedge funds own 71.13% of the company's stock.

Analyst Ratings Changes

Several analysts recently commented on MSFT shares. UBS Group reaffirmed a "buy" rating on shares of Microsoft in a research note on Friday, April 24th. The Goldman Sachs Group restated a "buy" rating on shares of Microsoft in a report on Thursday, April 30th. Wells Fargo & Company raised their price target on Microsoft from $625.00 to $650.00 and gave the stock an "overweight" rating in a research report on Monday, June 1st. Rothschild & Co Redburn cut their price objective on Microsoft from $450.00 to $400.00 and set a "neutral" rating on the stock in a report on Thursday, April 23rd. Finally, Evercore decreased their price objective on Microsoft from $580.00 to $510.00 and set an "outperform" rating for the company in a research report on Thursday, April 30th. Forty-one research analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company's stock. According to MarketBeat.com, Microsoft has a consensus rating of "Moderate Buy" and a consensus price target of $559.84.

More Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Argus lowered its price target on Microsoft but kept a buy rating, still implying roughly 32% upside from current levels. Benzinga / The Fly report on Argus price target cut
• Positive Sentiment: Analysts and market commentary continue to point to Microsoft’s AI and Azure buildout as a long-term driver, with one piece arguing that AI data centers are effectively “pre-sold,” suggesting strong demand for Microsoft’s infrastructure spending. Article on AI spending returns
• Positive Sentiment: Microsoft’s recent earnings showed the company beat expectations on both revenue and EPS, reinforcing that the core business remains healthy despite the stock’s weak price action.
• Neutral Sentiment: Microsoft’s Xbox/gaming unit is facing restructuring under Asha Sharma, including layoffs and tough decisions about studio strategy, which adds uncertainty but could improve efficiency over time. FT article on Xbox changes
• Neutral Sentiment: The Federal Reserve named Xbox CEO Asha Sharma to a jobs-and-productivity task force, keeping Microsoft in the policy conversation around AI and labor, but with no immediate financial impact. Yahoo Finance report on Fed task force
• Negative Sentiment: Multiple law firms issued notices about a securities fraud class action tied to alleged AI/Copilot misrepresentations, increasing headline risk and investor caution. PR Newswire lawsuit notice
• Negative Sentiment: Reports that Starbucks is building internal AI to replace some Microsoft software underscore a broader threat: customers may use AI to reduce reliance on Microsoft’s enterprise products, which could pressure future software revenue. MarketBeat Starbucks AI cost-cutting article
• Negative Sentiment: Microsoft’s AI expansion is also drawing criticism over rising emissions and heavy capital spending, feeding worries that the company is paying more for growth while investors question the payback period. TechXplore emissions report

Microsoft Stock Performance

MSFT opened at $385.10 on Friday. The business's 50-day moving average price is $402.33 and its two-hundred day moving average price is $414.58. Microsoft Corporation has a 1 year low of $349.20 and a 1 year high of $555.45. The company has a market capitalization of $2.86 trillion, a price-to-earnings ratio of 22.92, a P/E/G ratio of 1.20 and a beta of 1.13. 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 posted its quarterly earnings data 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 business had revenue of $82.89 billion during the quarter, compared to the consensus estimate of $81.44 billion. During the same period last year, the company earned $3.46 earnings per share. Microsoft's quarterly revenue was up 18.3% on a year-over-year basis. Equities analysts expect that Microsoft Corporation will post 16.76 EPS for the current fiscal year.

Microsoft Dividend Announcement

The firm also recently declared 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. This represents a $3.64 annualized dividend 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%.

Insider Transactions at Microsoft

In related 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 transaction of $519,111.08. Following the completion of 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. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CEO Judson Althoff sold 15,500 shares of the firm's stock in a transaction on Monday, June 1st. The shares were sold at an average price of $460.99, for a total transaction of $7,145,345.00. Following the completion of the transaction, 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. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 23,762 shares of company stock valued at $10,508,361 in the last ninety days. 0.03% of the stock is currently owned by corporate insiders.

Microsoft 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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