Checchi Capital Advisers LLC Has $37.54 Million Position in Microsoft Corporation $MSFT

Key Points

• Checchi Capital Advisers trimmed its Microsoft stake by 3.7% in the fourth quarter, but still held 77,614 shares worth about $37.5 million, making Microsoft its third-largest position.
• Microsoft beat earnings and revenue estimates in its latest quarter, reporting $4.27 EPS on $82.89 billion in revenue, with revenue up 18.3% year over year.
• The company also announced a quarterly dividend of $0.91 per share, while Wall Street remains broadly positive with a Moderate Buy consensus and an average price target of $560.88.

Checchi Capital Advisers LLC trimmed its position in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 3.7% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 77,614 shares of the software giant's stock after selling 2,950 shares during the period. Microsoft makes up approximately 1.9% of Checchi Capital Advisers LLC's portfolio, making the stock its 3rd biggest position. Checchi Capital Advisers LLC's holdings in Microsoft were worth $37,536,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in MSFT. IRON Financial LLC increased its stake in Microsoft by 23.2% in the third quarter. IRON Financial LLC now owns 6,510 shares of the software giant's stock valued at $3,372,000 after acquiring an additional 1,225 shares during the last quarter. PMG Family Office LLC bought a new position in Microsoft in the third quarter valued at $828,000. Trifecta Capital Advisors LLC increased its stake in Microsoft by 2.3% in the third quarter. Trifecta Capital Advisors LLC now owns 70,175 shares of the software giant's stock valued at $36,347,000 after acquiring an additional 1,572 shares during the last quarter. TD Waterhouse Canada Inc. grew its stake in shares of Microsoft by 1.0% during the third quarter. TD Waterhouse Canada Inc. now owns 949,901 shares of the software giant's stock valued at $493,860,000 after buying an additional 9,700 shares during the last quarter. Finally, Werba Rubin Papier Wealth Management grew its stake in shares of Microsoft by 15.7% during the fourth quarter. Werba Rubin Papier Wealth Management now owns 12,492 shares of the software giant's stock valued at $6,041,000 after buying an additional 1,698 shares during the last quarter. 71.13% of the stock is owned by institutional investors.

Microsoft Stock Performance

Microsoft stock opened at $409.43 on Friday. 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 50-day moving average of $397.84 and a 200-day moving average of $441.52. The firm has a market cap of $3.04 trillion, a P/E ratio of 24.37, a P/E/G ratio of 1.46 and a beta of 1.10. Microsoft Corporation has a 1-year low of $356.28 and a 1-year high of $555.45.

Microsoft (NASDAQ:MSFT - Get Free Report) last posted its earnings results on Wednesday, April 29th. The software giant reported $4.27 earnings per share for the quarter, topping analysts' consensus estimates of $4.06 by $0.21. The company had revenue of $82.89 billion during the quarter, compared to analyst estimates of $81.44 billion. Microsoft had a net margin of 39.34% and a return on equity of 31.94%. Microsoft's revenue for the quarter was up 18.3% on a year-over-year basis. During the same period in the prior year, the business posted $3.46 earnings per share. Sell-side analysts expect that Microsoft Corporation will post 16.76 EPS for the current year.

Microsoft Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, June 11th. Stockholders of record on Thursday, May 21st will be issued 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 is Thursday, May 21st. Microsoft's dividend payout ratio is currently 21.67%.

Insider Transactions at Microsoft

In other Microsoft news, EVP Kathleen T. Hogan sold 12,321 shares of the firm's stock in a transaction dated Friday, March 6th. The shares were sold at an average price of $409.52, for a total value of $5,045,695.92. Following the completion of the sale, the executive vice president directly owned 137,933 shares in the company, valued at $56,486,322.16. This trade represents a 8.20% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this link. Also, Director John W. Stanton acquired 5,000 shares of the stock in a transaction on Wednesday, February 18th. The stock was bought at an average price of $397.35 per share, with a total value of $1,986,750.00. Following the completion of the acquisition, the director directly owned 83,905 shares of the company's stock, valued at $33,339,651.75. This trade represents a 6.34% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Corporate insiders own 0.03% of the company's stock.

Microsoft News Roundup

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft is drawing bullish attention after news that its MDASH cybersecurity system outperformed Anthropic and OpenAI in a key test, reinforcing the company’s AI leadership and enterprise security story.
• Positive Sentiment: Wedbush and Phillip Securities both reiterated or upgraded Microsoft with bullish ratings, with fresh price targets suggesting meaningful upside from current levels.
• Positive Sentiment: Microsoft announced Carmine Di Sibio, former EY chairman and CEO, has joined its board of directors, which may be viewed as a governance and strategic-strengthening move.
• Positive Sentiment: Reports that Microsoft is pursuing AI startup acquisitions beyond OpenAI suggest management is preparing new growth drivers and reducing reliance on a single AI partner.
• Positive Sentiment: Multiple articles highlighted Microsoft’s expanding AI revenue run rate and ongoing enterprise adoption, which continue to support the long-term growth narrative.
• Neutral Sentiment: Several pieces focused on Microsoft’s OpenAI relationship, including a possible revenue-sharing cap and testimony from Satya Nadella, but the market impact is still uncertain until more deal details become public.
• Neutral Sentiment: LinkedIn’s planned 5% workforce reduction may help margins, but it also signals ongoing restructuring across Microsoft’s ecosystem rather than a clear near-term catalyst.
• Negative Sentiment: The U.K. competition regulator launched an antitrust investigation into Microsoft’s business software dominance, raising the risk of future restrictions in Office, cloud, and AI-related distribution.
• Negative Sentiment: Coverage of browser-tab data collection in Microsoft Edge could add privacy concerns around Copilot and AI memory features, potentially increasing scrutiny of Microsoft’s consumer AI products.
• Negative Sentiment: Ongoing headlines about elevated AI spending, OpenAI-related trial testimony, and investor caution around capex may keep pressure on sentiment until Microsoft proves the returns on its AI investments.

Wall Street Analysts Forecast Growth

MSFT has been the topic of a number of recent research reports. Raymond James Financial cut Microsoft from a "market perform" rating to a "market perform" rating in a research note on Tuesday, May 5th. 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. Oppenheimer reaffirmed an "outperform" rating and set a $515.00 price objective (down from $630.00) on shares of Microsoft in a research note on Monday, April 27th. Deutsche Bank Aktiengesellschaft reduced their price objective on Microsoft from $575.00 to $550.00 and set a "buy" rating on the stock in a research note on Thursday, April 30th. Finally, BNP Paribas Exane reduced their price objective on Microsoft from $556.00 to $555.00 and set an "outperform" rating on the stock in a research note on Friday, May 1st. Thirty-nine equities research analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company. Based on data from MarketBeat, the stock has a consensus rating of "Moderate Buy" and an average target price of $560.88.

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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