Choreo LLC Has $165.15 Million Stake in Microsoft Corporation $MSFT

Key Points

• Choreo LLC raised its Microsoft stake to 318,862 shares valued at $165.15 million, representing about 2.1% of its portfolio and the firm's 7th-largest holding.
• Microsoft beat quarterly expectations (EPS $4.14 vs. $3.86; revenue $81.27B, +16.7% YoY) and is accelerating a multi‑model AI strategy—including deeper Anthropic integration and a new $99 "Frontier" M365 AI tier—to drive Azure and Copilot monetization.
• Potential near-term headwinds include insider activity (EVP Kathleen Hogan sold 12,321 shares while a director purchased 5,000), rising short interest, and increased regulatory/compliance exposure after Microsoft backed Anthropic in a legal dispute.

Choreo LLC lifted its stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 1.3% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 318,862 shares of the software giant's stock after acquiring an additional 4,074 shares during the quarter. Microsoft comprises about 2.1% of Choreo LLC's investment portfolio, making the stock its 7th biggest holding. Choreo LLC's holdings in Microsoft were worth $165,154,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in MSFT. Longfellow Investment Management Co. LLC raised its stake in shares of Microsoft by 51.3% in the 2nd quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant's stock worth $29,000 after buying an additional 20 shares in the last quarter. Bayforest Capital Ltd bought a new position in Microsoft during the third quarter valued at about $38,000. LSV Asset Management bought a new position in Microsoft during the fourth quarter valued at about $44,000. Sellwood Investment Partners LLC acquired a new position in Microsoft during the third quarter worth about $49,000. Finally, University of Illinois Foundation bought a new position in shares of Microsoft during the 2nd quarter valued at about $50,000. Institutional investors own 71.13% of the company's stock.

Insider Activity at Microsoft

In related news, EVP Kathleen T. Hogan sold 12,321 shares of the business's stock in a transaction that occurred on Friday, March 6th. The stock was 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 owned 137,933 shares of the company's stock, valued at approximately $56,486,322.16. The trade was a 8.20% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, Director John W. Stanton acquired 5,000 shares of the business's stock in a transaction that occurred on Wednesday, February 18th. The shares were acquired at an average cost of $397.35 per share, for a total transaction of $1,986,750.00. Following the transaction, the director owned 83,905 shares of the company's stock, valued at approximately $33,339,651.75. This represents a 6.34% increase in their position. The disclosure for this purchase is available in the SEC filing. Insiders own 0.03% of the company's stock.

Key Headlines Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft is doubling down on a multi‑model AI strategy and deeper Anthropic integration (Copilot Cowork / Claude) that should boost Azure consumption and enterprise Copilot seat revenue. Microsoft aims to be multi-model: Exec talks Anthropic AI team-up
• Positive Sentiment: Microsoft launched a higher‑priced M365 “Frontier” / E7 $99 AI subscription and other enterprise AI bundles—moves that can lift ARPU, accelerate Copilot adoption and create stickier recurring revenue. Microsoft unveils $99 'Frontier' AI subscription
• Positive Sentiment: Jefferies and other sell‑side firms remain constructive (Buy/Outperform and elevated price targets), supporting longer‑term upside narratives tied to Azure and Copilot monetization. Here’s What Jefferies Think About Microsoft (MSFT)
• Neutral Sentiment: Microsoft is in talks to lease a Texas AI data‑center site (after Oracle shelved plans) — an operational step toward capacity growth but with timing/costs still uncertain. Microsoft in talks to lease Texas AI data center site
• Neutral Sentiment: Microsoft said it will ship a prototype of the next Xbox to developers in 2027 (AMD silicon, improved ray tracing) — positive for long‑term gaming revenue but not an immediate earnings driver. Microsoft plans to ship prototype of next Xbox console to developers in 2027
• Negative Sentiment: Regulatory and legal risk: Microsoft filed an amicus brief backing Anthropic in its suit to block the Pentagon’s supply‑chain designation — this preserves product access and Azure revenue but raises political and compliance exposure that could create near‑term uncertainty. Microsoft files amicus brief in support of Anthropic's lawsuit
• Negative Sentiment: Growing bearish positioning and insider activity: short interest jumped materially in late Feb and an EVP disclosed a multi‑million‑dollar share sale — both can amplify downside momentum in volatile sessions. SEC Form 4 — Kathleen T. Hogan sale
• Negative Sentiment: Macro/headline risk: market strategists are warning of mid‑March seasonality, geopolitical tensions (Middle East) and heightened volatility — factors that tend to hit large tech names and can pressure multiples. Market Crash Warning? Wall Street Veteran Says Mid-March Could Mark a Turning Point

Microsoft Stock Down 0.2%

Microsoft stock opened at $404.88 on Thursday. Microsoft Corporation has a twelve month low of $344.79 and a twelve month 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. The firm has a market cap of $3.01 trillion, a PE ratio of 25.32, a P/E/G ratio of 1.59 and a beta of 1.10. The firm's 50 day moving average price is $430.65 and its two-hundred day moving average price is $477.49.

Microsoft (NASDAQ:MSFT - Get Free Report) last released its quarterly earnings data on Wednesday, January 28th. The software giant reported $4.14 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $3.86 by $0.28. Microsoft had a return on equity of 32.34% and a net margin of 39.04%.The firm had revenue of $81.27 billion during the quarter, compared to analysts' expectations of $80.28 billion. During the same quarter last year, the firm earned $3.23 earnings per share. The business's revenue for the quarter was up 16.7% on a year-over-year basis. On average, research analysts predict that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

Microsoft Announces Dividend

The company also recently declared 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 annualized dividend and a dividend yield of 0.9%. The ex-dividend date is Thursday, May 21st. Microsoft's payout ratio is currently 22.76%.

Analyst Upgrades and Downgrades

Several research firms have issued reports on MSFT. Wells Fargo & Company decreased their price target on shares of Microsoft from $630.00 to $615.00 and set an "overweight" rating on the stock in a research report on Thursday, January 29th. Wall Street Zen cut Microsoft from a "buy" rating to a "hold" rating in a report on Sunday, January 18th. Rothschild & Co Redburn set a $450.00 target price on Microsoft in a research report on Wednesday, January 21st. JPMorgan Chase & Co. reduced their target price on Microsoft from $575.00 to $550.00 and set an "overweight" rating for the company in a report on Thursday, January 29th. Finally, Piper Sandler reiterated an "overweight" rating and issued a $600.00 price target (down from $650.00) on shares of Microsoft in a research report on Thursday, January 29th. Two research analysts have rated the stock with a Strong Buy rating, forty have issued a Buy rating and four have assigned a Hold rating to the company. According to data from MarketBeat, the company currently has an average rating of "Moderate Buy" and a consensus target price of $591.95.

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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