Christine Messmer PC Invests $8.08 Million in Microsoft Corporation $MSFT

Key Points

• Christine Messmer PC opened a new position in Microsoft during the fourth quarter, buying 16,698 shares valued at about $8.08 million. Microsoft now represents roughly 5.3% of the firm’s portfolio and is its fourth-largest holding.
• Several other institutional investors also increased their Microsoft stakes, and overall institutions and hedge funds own 71.13% of the company. Meanwhile, insider selling continued, including sales by EVP Amy Coleman and CEO Judson Althoff.
• Microsoft remains broadly favored on Wall Street, with 40 Buy ratings and a consensus Moderate Buy rating. The company also beat quarterly earnings and revenue estimates, and it announced a quarterly dividend of $0.91 per share.

Christine Messmer PC purchased a new position in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 16,698 shares of the software giant's stock, valued at approximately $8,075,000. Microsoft makes up approximately 5.3% of Christine Messmer PC's holdings, making the stock its 4th biggest holding.

A number of other hedge funds have also made changes to their positions in MSFT. BLVD Private Wealth LLC raised its position in shares of Microsoft by 0.6% in the third quarter. BLVD Private Wealth LLC now owns 3,169 shares of the software giant's stock worth $1,641,000 after acquiring an additional 19 shares during the period. Longfellow Investment Management Co. LLC raised its position in shares of Microsoft by 51.3% in the second 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 during the period. Magnolia Capital Management Ltd. raised its position in shares of Microsoft by 0.3% in the third quarter. Magnolia Capital Management Ltd. now owns 6,509 shares of the software giant's stock worth $3,371,000 after acquiring an additional 20 shares during the period. ARK & TLK Investments LLC raised its position in shares of Microsoft by 1.0% in the third quarter. ARK & TLK Investments LLC now owns 1,935 shares of the software giant's stock worth $1,002,000 after acquiring an additional 20 shares during the period. Finally, Rochester Wealth Strategies LLC raised its position in shares of Microsoft by 2.9% in the third quarter. Rochester Wealth Strategies LLC now owns 700 shares of the software giant's stock worth $363,000 after acquiring an additional 20 shares during the period. Institutional investors and hedge funds own 71.13% of the company's stock.

Insider Activity at Microsoft

In related news, EVP Amy Coleman sold 1,262 shares of the company's stock in a transaction dated 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 sale, the executive vice president owned 46,003 shares of the company's stock, valued at approximately $18,922,874.02. This represents a 2.67% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO Judson Althoff sold 15,500 shares of the company's stock in a transaction dated 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 sale, the chief executive officer directly owned 110,477 shares of the company's stock, valued at approximately $50,928,792.23. This represents a 12.30% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 29,083 shares of company stock valued at $12,710,152. Corporate insiders own 0.03% of the company's stock.

Wall Street Analyst Weigh In

A number of brokerages have weighed in on MSFT. UBS Group reiterated a "buy" rating on shares of Microsoft in a research report on Friday, April 24th. Daiwa Securities Group decreased their price objective on shares of Microsoft from $630.00 to $600.00 and set a "buy" rating for the company in a research report on Wednesday, February 4th. Stifel Nicolaus upped their price objective on shares of Microsoft from $392.00 to $415.00 and gave the stock a "hold" rating in a research report on Thursday, April 30th. William Blair reiterated an "outperform" rating on shares of Microsoft in a research report on Monday, March 9th. Finally, Oppenheimer reissued an "outperform" rating and set a $515.00 target price (down from $630.00) on shares of Microsoft in a research note on Monday, April 27th. Forty research analysts have rated the stock with a Buy rating and seven have given a Hold rating to the company's stock. Based on data from MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and an average target price of $561.20.

Microsoft Stock Down 4.2%

MSFT stock opened at $441.31 on Wednesday. The stock has a market capitalization of $3.28 trillion, a P/E ratio of 26.27, a P/E/G ratio of 1.66 and a beta of 1.11. The firm has a 50-day simple moving average of $403.52 and a 200-day simple moving average of $433.78. The company has a quick ratio of 1.27, a current ratio of 1.28 and a debt-to-equity ratio of 0.08. Microsoft Corporation has a 52 week low of $356.28 and a 52 week high of $555.45.

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

Microsoft Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, June 11th. Investors of record on Thursday, May 21st will be paid a dividend of $0.91 per share. This represents a $3.64 annualized dividend and a yield of 0.8%. The ex-dividend date of this dividend is Thursday, May 21st. Microsoft's dividend payout ratio is currently 21.67%.

Trending Headlines about Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft unveiled new in-house AI models at Build, including MAI-Code-1 and MAI-Thinking-1, signaling it is reducing reliance on OpenAI and Anthropic while lowering costs for developers.
• Positive Sentiment: The company introduced Microsoft Scout, an always-on personal agent for Microsoft 365, and other agentic AI tools, reinforcing the view that Microsoft is expanding its AI monetization opportunities.
• Positive Sentiment: Microsoft and Nvidia deepened their partnership on AI PCs and agentic computing across Windows and Azure, which investors viewed as a major catalyst for the Windows ecosystem and future hardware/software demand.
• Positive Sentiment: Microsoft also highlighted its quantum computing progress with the Majorana 2 chip, adding to the company’s long-term innovation narrative.
• Positive Sentiment: Multiple analysts and media reports remained constructive, with commentary pointing to strong Azure upside, AI demand, and a favorable long-term valuation case for MSFT.
• Neutral Sentiment: Build 2026 generated broad attention across the market, but some reports noted Microsoft teased a Copilot “Super App” without fully unveiling it, which may have tempered expectations.
• Negative Sentiment: Judson Althoff sold 15,500 Microsoft shares in an SEC-disclosed transaction, which can create short-term investor concern even though the sale was relatively modest versus his remaining holdings.
• Negative Sentiment: Some coverage cited profit-taking and concerns about capital intensity, margin pressure, and a possible AI policy overhang, helping explain the pullback despite the positive product news.

About Microsoft

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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