DSG Capital Advisors LLC Has $30.20 Million Position in Microsoft Corporation $MSFT

DSG Capital Advisors LLC boosted its stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 2.0% in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 81,571 shares of the software giant's stock after buying an additional 1,591 shares during the period. Microsoft accounts for about 4.8% of DSG Capital Advisors LLC's investment portfolio, making the stock its 5th biggest holding. DSG Capital Advisors LLC's holdings in Microsoft were worth $30,195,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors have also recently made changes to their positions in the stock. Taylor Securities Services Inc. purchased a new position in Microsoft during the fourth quarter worth about $2,616,000. PMG Family Office LLC acquired a new stake in Microsoft during the third quarter worth $828,000. Werba Rubin Papier Wealth Management raised its position in Microsoft by 15.7% in 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 purchasing an additional 1,698 shares during the period. SG Americas Securities LLC raised its position in Microsoft by 2,332.1% in the fourth quarter. SG Americas Securities LLC now owns 6,746,017 shares of the software giant's stock valued at $3,262,509,000 after purchasing an additional 6,468,645 shares during the period. Finally, World Investment Advisors lifted its stake in shares of Microsoft by 22.1% in the 4th quarter. World Investment Advisors now owns 272,424 shares of the software giant's stock valued at $131,750,000 after purchasing an additional 49,371 shares during the last quarter. 71.13% of the stock is owned by institutional investors.

Key Headlines Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Analysts and market commentators continue to view Microsoft as a high-quality AI and cloud name, with some arguing the stock looks cheaper after the recent decline.
• Positive Sentiment: Upcoming earnings later this month could provide a catalyst if Azure growth and AI-related demand remain strong.
• Neutral Sentiment: Microsoft remains a major beneficiary of AI infrastructure spending, but investors are waiting for clearer proof that those investments will translate into faster profit growth.
• Negative Sentiment: Microsoft’s 4,800-job reduction and Xbox restructuring suggest ongoing cost pressure and restructuring challenges.
• Negative Sentiment: Multiple securities class-action alerts tied to alleged AI/Copilot disclosure issues are adding legal and reputational risk.
• Negative Sentiment: Concerns about Microsoft’s OpenAI partnership and AI product execution are creating uncertainty around the company’s AI narrative.

Analysts Set New Price Targets

MSFT has been the subject of a number of recent analyst reports. Piper Sandler reissued an "overweight" rating on shares of Microsoft in a research report on Tuesday, May 26th. Bank of America assumed coverage on shares of Microsoft in a research note on Tuesday, March 24th. They set a "buy" rating and a $500.00 target price for the company. Rothschild & Co Redburn dropped their price target on shares of Microsoft from $450.00 to $400.00 and set a "neutral" rating for the company in a research report on Thursday, April 23rd. New Street Research reduced their price target on shares of Microsoft from $675.00 to $600.00 and set a "buy" rating on the stock in a research note on Thursday, April 30th. Finally, China Renaissance lowered their price objective on shares of Microsoft from $630.00 to $550.00 and set a "buy" rating for the company in a research report on Monday, May 4th. Forty-one investment analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company's stock. According to MarketBeat.com, Microsoft currently has an average rating of "Moderate Buy" and an average target price of $559.84.

Microsoft Price Performance

Microsoft stock opened at $384.93 on Wednesday. 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 $349.20 and a 52-week high of $555.45. The firm has a market cap of $2.86 trillion, a PE ratio of 22.91, a price-to-earnings-growth ratio of 1.19 and a beta of 1.13. The company's 50 day moving average is $401.47 and its two-hundred day moving average is $412.68.

Microsoft (NASDAQ:MSFT - Get Free Report) last posted its quarterly earnings results on Wednesday, April 29th. The software giant reported $4.27 EPS for the quarter, topping the consensus estimate 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 the consensus estimate of $81.44 billion. During the same quarter in the previous year, the firm posted $3.46 earnings per share. The company's quarterly revenue was up 18.3% compared to the same quarter last year. On average, research analysts expect that Microsoft Corporation will post 16.71 EPS for the current fiscal year.

Microsoft Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Thursday, August 20th will be given 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 of this dividend is Thursday, August 20th. Microsoft's dividend payout ratio (DPR) is 21.67%.

Insider Transactions at Microsoft

In related news, CEO Judson Althoff sold 15,500 shares of the business's stock in a transaction that occurred on Monday, June 1st. The stock was sold at an average price of $460.99, for a total transaction of $7,145,345.00. Following the completion of the sale, the chief executive officer owned 110,477 shares in the company, valued at $50,928,792.23. The trade was a 12.30% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Takeshi Numoto sold 4,500 shares of the company's stock in a transaction that occurred on Wednesday, June 10th. The shares were sold at an average price of $402.84, for a total value of $1,812,780.00. Following the completion of the transaction, the executive vice president directly owned 47,468 shares of the company's stock, valued at $19,122,009.12. This trade represents a 8.66% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 23,762 shares of company stock valued at $10,508,361. Corporate insiders own 0.03% of the company's stock.

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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