DUTCH ASSET Corp Acquires New Position in Microsoft Corporation $MSFT

Key Points

• DUTCH ASSET Corp opened a new position in Microsoft during the fourth quarter, buying 9,325 shares worth about $4.51 million. Microsoft now represents 3.5% of the firm’s portfolio and is its 8th-largest holding.
• Microsoft’s latest quarter beat expectations, with EPS of $4.27 versus $4.06 expected and revenue of $82.89 billion versus $81.44 billion expected. Revenue rose 18.3% year over year, and analysts still see strong forward potential with a consensus Moderate Buy rating and a $561.20 average target price.
• The company also declared a quarterly dividend of $0.91 per share, payable September 10, while recent news included a long-term power deal with Chevron to support AI and cloud data centers. However, Microsoft is also facing some headline risk from insider sales and new class-action lawsuit reports tied to Copilot disclosures.

DUTCH ASSET Corp acquired a new position in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm acquired 9,325 shares of the software giant's stock, valued at approximately $4,510,000. Microsoft comprises 3.5% of DUTCH ASSET Corp's investment portfolio, making the stock its 8th largest holding.

Other institutional investors and hedge funds also recently bought and sold shares of the company. Longfellow Investment Management Co. LLC grew its position in 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. Bernzott Capital Advisors purchased a new stake in Microsoft in the fourth quarter valued at $34,000. Timmons Wealth Management LLC purchased a new stake in Microsoft in the fourth quarter valued at $36,000. Fairway Wealth LLC lifted its stake in shares of Microsoft by 287.0% in the 4th quarter. Fairway Wealth LLC now owns 89 shares of the software giant's stock valued at $43,000 after purchasing an additional 66 shares during the last quarter. Finally, University of Illinois Foundation purchased a new position in shares of Microsoft during the 2nd quarter worth $50,000. 71.13% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

In related news, 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 transaction of $1,812,780.00. Following the sale, the executive vice president directly owned 47,468 shares of the company's stock, valued at $19,122,009.12. This represents a 8.66% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Amy Coleman sold 1,262 shares of the stock in a transaction that occurred on Thursday, May 14th. The stock was sold at an average price of $411.34, for a total transaction of $519,111.08. Following the sale, the executive vice president owned 46,003 shares in the company, valued at approximately $18,922,874.02. This trade represents a 2.67% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 23,762 shares of company stock valued at $10,508,361 in the last ninety days. Company insiders own 0.03% of the company's stock.

Analyst Ratings Changes

A number of analysts recently issued reports on MSFT shares. Guggenheim reissued a "buy" rating and set a $586.00 price objective on shares of Microsoft in a research report on Thursday, April 30th. Wedbush reaffirmed an "outperform" rating and set a $575.00 target price on shares of Microsoft in a research note on Wednesday, May 13th. UBS Group reiterated a "buy" rating on shares of Microsoft in a research report on Friday, April 24th. DZ Bank reissued a "buy" rating on shares of Microsoft in a research note on Thursday, April 30th. Finally, TD Cowen restated a "buy" rating and issued a $540.00 price objective on shares of Microsoft in a report on Thursday, June 4th. Forty-one analysts have rated the stock with a Buy rating and six have issued a Hold rating to the stock. According to MarketBeat, Microsoft has a consensus rating of "Moderate Buy" and an average target price of $561.20.

Microsoft Price Performance

MSFT opened at $367.34 on Tuesday. The stock's 50-day moving average price is $412.26 and its 200 day moving average price is $424.28. Microsoft Corporation has a 12-month low of $356.28 and a 12-month high of $555.45. The firm has a market cap of $2.73 trillion, a price-to-earnings ratio of 21.87, a PEG ratio of 1.37 and a beta of 1.11. The company has a current ratio of 1.28, a quick ratio of 1.27 and a debt-to-equity ratio of 0.08.

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

Microsoft Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Thursday, August 20th will be issued a $0.91 dividend. The ex-dividend date is Thursday, August 20th. This represents a $3.64 dividend on an annualized basis and a dividend yield of 1.0%. Microsoft's payout ratio is 21.67%.

Key Headlines Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft and Chevron announced a 20-year agreement to build Project Kilby, a 2.67-gigawatt natural-gas-powered facility in West Texas to support Microsoft’s AI and cloud data centers, reinforcing long-term demand for Microsoft’s AI infrastructure. Reuters article on Chevron signs power supply deal with Microsoft for Texas data center
• Positive Sentiment: Microsoft’s CEO Satya Nadella called for broader AI access, lower-cost models, and more emphasis on trust and choice, which supports the case that Microsoft is positioning itself to compete beyond the expensive frontier-model race. Yahoo Finance article on Microsoft CEO Calls for Broader AI Access
• Neutral Sentiment: Microsoft was cited as part of a broader Big Tech pullback tied to AI sector rotation and regulatory overhang, suggesting the stock is being dragged by the group rather than by company-specific operating news. Yahoo Finance article on US Equity Indexes Mixed Amid Steep Decline in Communication Services
• Neutral Sentiment: Multiple investor-rights firms announced or promoted a securities class action against Microsoft related to alleged Copilot-related disclosures, adding headline risk but not yet changing the underlying business outlook. GlobeNewswire article on MSFT Alert
• Negative Sentiment: New class-action headlines around Microsoft’s Copilot issues and alleged investor harm may weigh on sentiment by increasing legal uncertainty and keeping attention on prior stock declines. PR Newswire article on MSFT Stockholder Alert

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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