Core Alternative Capital Has $21.67 Million Position in Microsoft Corporation $MSFT

Key Points

• Core Alternative Capital increased its Microsoft stake by 6.1% in the fourth quarter, holding 44,812 shares worth about $21.67 million. Microsoft is now the fund’s second-largest position and makes up roughly 6% of its portfolio.
• Microsoft reported strong quarterly results, with EPS of $4.27 beating estimates and revenue rising 18.3% year over year to $82.89 billion. The company also continued to benefit from optimism around Azure, Microsoft 365, and AI-related growth.
• Wall Street remains broadly bullish on the stock, with 39 Buy ratings and an average price target of $560.88. Analysts have also been raising targets, reflecting expectations for continued upside despite some recent insider selling and headline noise.

Core Alternative Capital boosted its holdings in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 6.1% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned 44,812 shares of the software giant's stock after buying an additional 2,580 shares during the quarter. Microsoft accounts for about 6.0% of Core Alternative Capital's investment portfolio, making the stock its 2nd largest position. Core Alternative Capital's holdings in Microsoft were worth $21,672,000 as of its most recent filing with the SEC.

Other institutional investors also recently modified their holdings of the company. Longfellow Investment Management Co. LLC raised its position in shares of Microsoft by 51.3% during the second quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant's stock worth $29,000 after purchasing an additional 20 shares during the period. Bayforest Capital Ltd acquired a new position in shares of Microsoft in the 3rd quarter valued at $38,000. Fairway Wealth LLC increased its stake in Microsoft by 287.0% in the 4th quarter. Fairway Wealth LLC now owns 89 shares of the software giant's stock worth $43,000 after purchasing an additional 66 shares in the last quarter. LSV Asset Management purchased a new position in Microsoft in the 4th quarter worth about $44,000. Finally, Sellwood Investment Partners LLC acquired a new stake in Microsoft during the 3rd quarter worth about $49,000. Institutional investors own 71.13% of the company's stock.

Insider Buying and Selling

In other Microsoft news, EVP Amy Coleman sold 1,262 shares of Microsoft stock in a transaction that occurred on Thursday, May 14th. The shares were sold at an average price of $411.34, for a total value of $519,111.08. Following the completion of the sale, the executive vice president directly owned 46,003 shares in the company, valued at $18,922,874.02. The trade was a 2.67% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, 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 transaction of $5,045,695.92. Following the completion of the sale, the executive vice president directly owned 137,933 shares of the company's stock, valued at $56,486,322.16. This represents a 8.20% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Corporate 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 and Nvidia teased “a new era of PC,” with reports pointing to new Surface hardware and a possible AI-focused chip announcement at Computex, which could refresh the Windows/PC upgrade cycle. Article Title
• Positive Sentiment: Reports that Microsoft will unveil a new coding model and other in-house AI tools at next week’s Build conference reinforce the company’s AI monetization story and support sentiment around GitHub Copilot and Azure demand. Article Title
• Positive Sentiment: Microsoft’s latest earnings backdrop remains solid, with revenue growth of 18.3% and better-than-expected EPS, helping investors justify the stock’s premium valuation.
• Positive Sentiment: Several bullish writeups and analyst commentary say MSFT still has room to run because Azure, M365 cloud, and AI revenue are expanding faster than the broader software market. Article Title
• Neutral Sentiment: Microsoft is also drawing attention from investors, fund managers, and even congressional buyers, which supports the stock’s defensive-growth reputation but does not change fundamentals on its own.
• Negative Sentiment: A TechCrunch report says Microsoft is facing backlash for threatening a security researcher over unpatched bugs and code disclosure, adding some reputational noise ahead of Build. Article Title

Microsoft Price Performance

Shares of NASDAQ:MSFT opened at $450.24 on Monday. The firm has a market cap of $3.34 trillion, a price-to-earnings ratio of 26.80, a P/E/G ratio of 1.62 and a beta of 1.11. Microsoft Corporation has a 1 year low of $356.28 and a 1 year high of $555.45. 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 business has a fifty day simple moving average of $402.09 and a 200 day simple moving average of $434.12.

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

Microsoft Dividend Announcement

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

Wall Street Analysts Forecast Growth

A number of analysts have commented on the stock. Tigress Financial upped their price objective on shares of Microsoft from $595.00 to $680.00 and gave the company a "buy" rating in a research note on Wednesday, May 6th. Benchmark restated a "buy" rating and set a $525.00 price target (up from $450.00) on shares of Microsoft in a report on Tuesday, April 28th. Guggenheim restated a "buy" rating and issued a $586.00 price target on shares of Microsoft in a research report on Thursday, April 30th. Raymond James Financial lowered shares of Microsoft from a "market perform" rating to a "market perform" rating in a research note on Tuesday, May 5th. Finally, Sanford C. Bernstein lifted their price objective on shares of Microsoft from $641.00 to $646.00 and gave the stock an "outperform" rating in a research report on Thursday, April 30th. Thirty-nine research analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company's stock. According to data from MarketBeat, Microsoft presently has an average rating of "Moderate Buy" and an average price target of $560.88.

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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