Campbell Newman Asset Management Inc. Has $55.44 Million Stock Position in Microsoft Corporation $MSFT

Key Points

• Campbell Newman Asset Management trimmed its Microsoft stake by 17.9% in the first quarter, but still held 149,775 shares valued at about $55.44 million. Microsoft remains its fourth-largest position and makes up roughly 4.5% of the portfolio.
• Microsoft continues to draw strong institutional support, with 71.13% of shares owned by institutions, even as some investors added and others reduced positions. Several major funds expanded their holdings significantly during recent quarters.
• Analysts remain broadly bullish on Microsoft despite recent target-price cuts from some firms; the stock has a consensus rating of “Moderate Buy” with an average price target of $560.86. Microsoft also beat quarterly earnings and revenue expectations, reporting strong year-over-year revenue growth of 18.3%.

Campbell Newman Asset Management Inc. reduced its stake in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 17.9% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 149,775 shares of the software giant's stock after selling 32,708 shares during the period. Microsoft makes up approximately 4.5% of Campbell Newman Asset Management Inc.'s investment portfolio, making the stock its 4th biggest position. Campbell Newman Asset Management Inc.'s holdings in Microsoft were worth $55,442,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in MSFT. Taylor Securities Services Inc. bought a new position in shares of Microsoft during the fourth quarter valued at approximately $2,616,000. PMG Family Office LLC bought a new stake in shares of Microsoft during the 3rd quarter valued at about $828,000. Werba Rubin Papier Wealth Management increased its stake in shares of Microsoft by 15.7% in the fourth quarter. Werba Rubin Papier Wealth Management now owns 12,492 shares of the software giant's stock worth $6,041,000 after purchasing an additional 1,698 shares in the last quarter. SG Americas Securities LLC grew its position in shares of Microsoft by 2,332.1% during the fourth quarter. SG Americas Securities LLC now owns 6,746,017 shares of the software giant's stock valued at $3,262,509,000 after purchasing an additional 6,468,645 shares in the last quarter. Finally, World Investment Advisors grew its position in Microsoft by 22.1% in the fourth quarter. World Investment Advisors now owns 272,424 shares of the software giant's stock worth $131,750,000 after acquiring an additional 49,371 shares in the last quarter. 71.13% of the stock is currently owned by institutional investors.

Insider Buying and Selling

In related news, CEO Judson Althoff sold 15,500 shares of the stock in a transaction that occurred 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 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 transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. 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 value of $1,812,780.00. Following the transaction, the executive vice president directly owned 47,468 shares in the company, valued at approximately $19,122,009.12. The trade was a 8.66% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 23,762 shares of company stock worth $10,508,361. Company insiders own 0.03% of the company's stock.

Analyst Upgrades and Downgrades

Several equities research analysts have recently issued reports on the company. New Street Research lowered their price objective on Microsoft from $675.00 to $600.00 and set a "buy" rating for the company in a research note on Thursday, April 30th. Deutsche Bank Aktiengesellschaft cut their target price on Microsoft from $575.00 to $550.00 and set a "buy" rating on the stock in a research report on Thursday, April 30th. Tigress Financial raised their price target on Microsoft from $595.00 to $680.00 and gave the stock a "buy" rating in a research report on Wednesday, May 6th. President Capital lifted their price objective on shares of Microsoft from $500.00 to $520.00 and gave the stock a "buy" rating in a research note on Thursday, April 30th. Finally, TD Cowen reissued a "buy" rating and issued a $540.00 target price on shares of Microsoft in a research note on Thursday, June 4th. Forty-one investment analysts have rated the stock with a Buy rating and six have given a Hold rating to the company. According to MarketBeat.com, Microsoft currently has a consensus rating of "Moderate Buy" and a consensus price target of $560.86.

More Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft shares bounced as the broader memory and semiconductor market stabilized, helping relieve some of the pressure tied to AI infrastructure and component-cost fears.
• Positive Sentiment: Wedbush and other bullish commentators said the recent tech selloff may be a buying opportunity, arguing Microsoft remains a core AI leader despite near-term volatility. Dan Ives Says Microsoft And Meta Are Being Treated Like 'Bear Market' Stocks
• Positive Sentiment: Microsoft was mentioned in new partnerships and product integrations, including Commvault, PitchBook, FPT, and ICON plc, reinforcing demand for Microsoft’s cloud and AI ecosystem. Microsoft Just Made Commvault a Native Azure Service. Here Is How to Play CVLT Stock.
• Neutral Sentiment: Microsoft also drew attention from investors after Michael Burry disclosed a long position, which some traders viewed as a contrarian buy signal.
• Neutral Sentiment: Multiple articles noted analysts still like the stock long term, but Wall Street remains focused on whether AI spending is destroying near-term margins and free cash flow. Wall Street Analysts Think Microsoft (MSFT) Is a Good Investment: Is It?
• Negative Sentiment: Stifel cut its Microsoft price target and warned that FY27 gross margin estimates may be too high because Azure growth is coming with heavier capex and margin pressure. Microsoft’s Stock Is Crippled
• Negative Sentiment: Microsoft announced another worldwide Xbox price increase, citing soaring memory and storage costs, which adds to concerns that hardware inflation is squeezing the gaming business.
• Negative Sentiment: New legal and regulatory pressure also weighed on the stock, including an Italy antitrust probe into Microsoft 365 pricing and new shareholder class-action notices over alleged investor misinformation.

Microsoft Stock Performance

Shares of MSFT opened at $372.97 on Friday. Microsoft Corporation has a 12 month low of $349.20 and a 12 month high of $555.45. The stock has a fifty day moving average price of $410.37 and a 200-day moving average price of $421.47. The company has a current ratio of 1.28, a quick ratio of 1.27 and a debt-to-equity ratio of 0.08. The firm has a market cap of $2.77 trillion, a PE ratio of 22.20, a P/E/G ratio of 1.27 and a beta of 1.11.

Microsoft (NASDAQ:MSFT - Get Free Report) last posted 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. The business had revenue of $82.89 billion during the quarter, compared to analysts' expectations of $81.44 billion. Microsoft had a net margin of 39.34% and a return on equity of 31.94%. The business's quarterly revenue was up 18.3% on a year-over-year basis. During the same quarter last year, the company posted $3.46 earnings per share. Equities research analysts predict that Microsoft Corporation will post 16.76 earnings per share for the current fiscal year.

Microsoft Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Thursday, August 20th will be given a dividend of $0.91 per share. This represents a $3.64 annualized dividend and a 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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