E6 Portfolios LLC Takes Position in Microsoft Corporation $MSFT

Key Points

• E6 Portfolios LLC initiated a new position in Microsoft, buying 1,525 shares valued at about $738,000. The stake makes Microsoft its 19th-largest holding and about 0.8% of its portfolio.
• Several other hedge funds also added to or established Microsoft positions, and institutional investors now own 71.13% of the company’s shares. Meanwhile, insider selling continued, with executives Amy Coleman and Takeshi Numoto both reducing their holdings.
• Microsoft’s fundamentals remain strong, with its latest quarterly results beating expectations on both EPS and revenue, while analysts still largely rate the stock a Moderate Buy. However, near-term sentiment is being pressured by reports of possible Xbox restructuring, layoffs, and AI spending concerns.

E6 Portfolios LLC purchased a new stake in Microsoft Corporation (NASDAQ:MSFT - Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor purchased 1,525 shares of the software giant's stock, valued at approximately $738,000. Microsoft accounts for approximately 0.8% of E6 Portfolios LLC's holdings, making the stock its 19th largest position.

Other hedge funds have also made changes to their positions in the company. Longfellow Investment Management Co. LLC grew 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 valued at $29,000 after buying an additional 20 shares during the period. Bernzott Capital Advisors purchased a new position in shares of Microsoft during the 4th quarter worth approximately $34,000. Timmons Wealth Management LLC purchased a new position in shares of Microsoft during the 4th quarter worth approximately $36,000. Fairway Wealth LLC boosted its position in shares of Microsoft by 287.0% during 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 during the period. Finally, LSV Asset Management purchased a new position in shares of Microsoft during the 4th quarter worth approximately $44,000. Hedge funds and other institutional investors own 71.13% of the company's stock.

Insider Activity

In other news, EVP Amy Coleman sold 1,262 shares of the firm's stock in a transaction 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 sale, the executive vice president directly owned 46,003 shares in the company, valued at approximately $18,922,874.02. This trade represents a 2.67% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Takeshi Numoto sold 4,500 shares of the firm's stock in a transaction 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 completion of the sale, the executive vice president owned 47,468 shares in the company, valued at $19,122,009.12. The trade was 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 three months, insiders have sold 23,762 shares of company stock worth $10,508,361. 0.03% of the stock is currently owned by corporate insiders.

Key Headlines Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft’s broader AI and cloud story remains intact, with recent commentary highlighting strong Azure demand, continued Copilot momentum, and bullish analyst views that the stock is still attractive long term.
• Positive Sentiment: The company’s quarterly dividend of $0.91 per share reinforces Microsoft’s cash generation and shareholder-return profile.
• Neutral Sentiment: Satya Nadella’s comments about using AI more efficiently and Microsoft’s tighter controls on third-party AI tools like Anthropic’s Claude suggest a focus on governance and cost discipline rather than a direct business setback.
• Negative Sentiment: Reports that Microsoft is weighing a spinoff or restructuring of Xbox, along with expected layoffs and budget cuts, are the biggest near-term headwind and are likely weighing on sentiment around the stock.
• Negative Sentiment: Additional reports of job cuts in Microsoft’s Azure unit in China and broader worries about AI infrastructure spending are adding caution about near-term execution and profitability.

Wall Street Analyst Weigh In

A number of research firms recently weighed in on MSFT. New Street Research lowered their price objective on shares of Microsoft from $675.00 to $600.00 and set a "buy" rating for the company in a research report on Thursday, April 30th. Barclays reaffirmed an "overweight" rating on shares of Microsoft in a research report on Wednesday, June 3rd. Tigress Financial increased their price objective on shares of Microsoft from $595.00 to $680.00 and gave the stock a "buy" rating in a research report on Wednesday, May 6th. Deutsche Bank Aktiengesellschaft lowered their price objective on shares of Microsoft from $575.00 to $550.00 and set a "buy" rating for the company in a research report on Thursday, April 30th. Finally, Jefferies Financial Group reaffirmed a "buy" rating on shares of Microsoft in a research report on Monday, May 4th. Forty-one investment analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company. According to MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and an average price target of $561.20.

Microsoft Price Performance

Microsoft stock opened at $390.74 on Monday. The firm has a market cap of $2.90 trillion, a PE ratio of 23.26, a price-to-earnings-growth ratio of 1.41 and a beta of 1.11. Microsoft Corporation has a 52-week low of $356.28 and a 52-week high of $555.45. The company has a quick ratio of 1.27, a current ratio of 1.28 and a debt-to-equity ratio of 0.08. The company's 50 day moving average is $411.08 and its two-hundred day moving average is $428.64.

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

Microsoft Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Thursday, August 20th will be issued a dividend of $0.91 per share. The ex-dividend date is Thursday, August 20th. This represents a $3.64 dividend on an annualized basis and a yield of 0.9%. Microsoft's dividend payout ratio is 21.67%.

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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