Choreo LLC Has $152.10 Million Stock Holdings in Microsoft Corporation $MSFT

Key Points

• Choreo LLC trimmed its Microsoft position by 2.1% to 312,019 shares valued at approximately $152.10 million, with MSFT representing 1.9% of its holdings and the stock its 13th largest position.
• Microsoft beat Q3 estimates (EPS $4.27 vs. $4.06; revenue $82.89B) and showed strong Azure/AI momentum, but its raised ~$190B 2026 capex guidance and near‑term charges have spurred mixed analyst reactions; consensus is a "Moderate Buy" with a ~$558.67 price target.
• Insider activity: Director John W. Stanton purchased 5,000 shares at $397.35, while EVP Kathleen T. Hogan sold 12,321 shares at $409.52, and company insiders now own about 0.03% of MSFT stock.

Choreo LLC decreased its position in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 2.1% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 312,019 shares of the software giant's stock after selling 6,843 shares during the period. Microsoft comprises 1.9% of Choreo LLC's holdings, making the stock its 13th largest holding. Choreo LLC's holdings in Microsoft were worth $152,103,000 at the end of the most recent reporting period.

Other large investors have also made changes to their positions in the company. Longfellow Investment Management Co. LLC boosted its position in shares of Microsoft by 51.3% during the 2nd quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant's stock worth $29,000 after acquiring an additional 20 shares in the last quarter. Bayforest Capital Ltd acquired a new stake in Microsoft in the third quarter valued at approximately $38,000. Sellwood Investment Partners LLC acquired a new stake in Microsoft in the third quarter valued at approximately $49,000. University of Illinois Foundation acquired a new stake in Microsoft in the second quarter valued at approximately $50,000. Finally, Daytona Street Capital LLC acquired a new stake in Microsoft in the fourth quarter valued at approximately $50,000. Institutional investors and hedge funds own 71.13% of the company's stock.

Insider Buying and Selling at Microsoft

In other news, Director John W. Stanton purchased 5,000 shares of the business's stock in a transaction on Wednesday, February 18th. The shares were acquired at an average price of $397.35 per share, with a total value of $1,986,750.00. Following the completion of the transaction, the director owned 83,905 shares of the company's stock, valued at $33,339,651.75. The trade was a 6.34% increase in their position. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Kathleen T. Hogan sold 12,321 shares of the company's stock in a transaction on Friday, March 6th. The shares were sold at an average price of $409.52, for a total transaction of $5,045,695.92. Following 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 position. The SEC filing for this sale provides additional information. 0.03% of the stock is currently owned by company insiders.

Microsoft Price Performance

MSFT stock opened at $407.78 on Friday. The company has a fifty day moving average price of $395.28 and a 200-day moving average price of $448.37. The company has a market capitalization of $3.03 trillion, a P/E ratio of 24.27, a PEG ratio of 1.60 and a beta of 1.11. Microsoft Corporation has a 52-week low of $356.28 and a 52-week high of $555.45. The company has a debt-to-equity ratio of 0.09, a quick ratio of 1.38 and a current ratio of 1.39.

Microsoft (NASDAQ:MSFT - Get Free Report) last released its quarterly earnings results on Wednesday, April 29th. The software giant reported $4.27 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.06 by $0.21. The firm had revenue of $82.89 billion during the quarter, compared to the consensus estimate of $81.44 billion. Microsoft had a net margin of 39.34% and a return on equity of 33.00%. The company's revenue for the quarter was up 18.3% on a year-over-year basis. During the same quarter last year, the firm earned $3.46 earnings per share. As a group, equities analysts expect that Microsoft Corporation will post 16.54 EPS for the current year.

Microsoft Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, June 11th. Stockholders of record on Thursday, May 21st will be paid a dividend of $0.91 per share. The ex-dividend date of this dividend is Thursday, May 21st. This represents a $3.64 annualized dividend and a dividend yield of 0.9%. Microsoft's dividend payout ratio (DPR) is presently 22.76%.

Wall Street Analysts Forecast Growth

A number of analysts have weighed in on MSFT shares. Rothschild & Co Redburn cut their target price on shares of Microsoft from $450.00 to $400.00 and set a "neutral" rating on the stock in a research report on Thursday, April 23rd. Wall Street Zen lowered shares of Microsoft from a "buy" rating to a "hold" rating in a research report on Sunday, January 18th. Wolfe Research cut their target price on shares of Microsoft from $625.00 to $530.00 and set an "outperform" rating on the stock in a research report on Thursday, January 29th. The Goldman Sachs Group restated a "buy" rating on shares of Microsoft in a research report on Thursday. Finally, William Blair restated an "outperform" rating on shares of Microsoft in a research report on Monday, March 9th. One equities research analyst has rated the stock with a Strong Buy rating, thirty-eight have assigned a Buy rating and five have assigned a Hold rating to the company. According to data from MarketBeat, the company currently has a consensus rating of "Moderate Buy" and a consensus price target of $558.67.

Trending Headlines about Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Q3 beat and AI/cloud momentum — MSFT beat EPS and revenue expectations, Azure/cloud growth accelerated ~40% and management cited an AI revenue run‑rate near $37B, supporting the long‑term growth story. Microsoft Q3 press release and transcript
• Positive Sentiment: Analysts largely remain bullish — multiple firms reaffirmed Buy/Outperform ratings and some raised targets (Wells Fargo, Piper Sandler and others), reflecting confidence in Azure and AI monetization. Microsoft Wins Buy Rating on Strong AI-Driven Cloud Momentum
• Positive Sentiment: Product traction: Copilot & LinkedIn monetization — management said paid Copilot users and LinkedIn AI hiring products are scaling, which supports higher recurring AI revenue potential. Microsoft says it has over 20m paid Copilot users
• Neutral Sentiment: Wall Street is split — some firms trimmed targets on valuation/spending concerns while others lifted targets on stronger AI monetization; expect continued divergent analyst commentary and price‑target revisions. Wall Street Splits on Microsoft After Earnings
• Neutral Sentiment: Options activity shows speculative bullish interest — unusually large call volume suggests some traders are betting on a rebound even as the stock trades lower (this can amplify intraday moves).
• Negative Sentiment: Heavy capex & margin/cash‑flow concerns — MSFT raised 2026 capex guidance toward ~\$190B and noted a meaningful jump in infrastructure spending; investors sold into the beat, fearing pressure on free cash flow and near‑term returns. Microsoft Falls 5% Despite Q3 Beat: Why $190 Billion in AI Spending Has Investors Worried
• Negative Sentiment: Near‑term target trims and one‑time charges — several firms trimmed targets and Microsoft disclosed charges (e.g., voluntary retirement program) and other near‑term costs, adding to headline risk. Cantor Fitzgerald Cuts Microsoft Price Target

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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