Fulcrum Capital LLC Has $30.06 Million Stock Position in Microsoft Corporation $MSFT

Fulcrum Capital LLC lessened its stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 3.3% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 80,597 shares of the software giant's stock after selling 2,779 shares during the period. Microsoft comprises 6.1% of Fulcrum Capital LLC's investment portfolio, making the stock its 3rd largest holding. Fulcrum Capital LLC's holdings in Microsoft were worth $30,064,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds also recently bought and sold shares of the company. Auto Owners Insurance Co boosted its position in shares of Microsoft by 56,160.8% in the fourth quarter. Auto Owners Insurance Co now owns 60,116,384 shares of the software giant's stock worth $29,073,486,000 after buying an additional 60,009,531 shares during the period. Vanguard Group Inc. raised its position in Microsoft by 2.3% during the fourth quarter. Vanguard Group Inc. now owns 717,942,580 shares of the software giant's stock valued at $347,211,391,000 after buying an additional 15,955,898 shares during the period. Corient Private Wealth LLC raised its position in Microsoft by 234.5% during the fourth quarter. Corient Private Wealth LLC now owns 17,822,280 shares of the software giant's stock valued at $8,619,211,000 after buying an additional 12,493,786 shares during the period. Amundi lifted its stake in Microsoft by 30.8% in the 1st quarter. Amundi now owns 41,675,076 shares of the software giant's stock worth $15,426,862,000 after acquiring an additional 9,814,598 shares in the last quarter. Finally, Arrowstreet Capital Limited Partnership lifted its stake in Microsoft by 64.3% in the 1st quarter. Arrowstreet Capital Limited Partnership now owns 24,264,779 shares of the software giant's stock worth $8,982,083,000 after acquiring an additional 9,493,778 shares in the last quarter. 71.13% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

Several research firms have weighed in on MSFT. Royal Bank Of Canada reaffirmed an "outperform" rating on shares of Microsoft in a research note on Thursday, September 10th. Morgan Stanley reaffirmed an "overweight" rating on shares of Microsoft in a research report on Thursday, July 30th. Mizuho dropped their price objective on shares of Microsoft from $515.00 to $490.00 and set an "outperform" rating on the stock in a research note on Wednesday, July 15th. Argus cut their target price on shares of Microsoft from $620.00 to $510.00 and set a "buy" rating for the company in a research report on Friday, July 10th. Finally, Wells Fargo & Company lifted their target price on shares of Microsoft from $650.00 to $700.00 and gave the company an "overweight" rating in a research note on Wednesday, August 12th. Forty-two analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company. According to MarketBeat, the stock currently has an average rating of "Moderate Buy" and an average price target of $564.27.

Microsoft News Roundup

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Dividend increased 8%: Microsoft’s board raised the quarterly dividend by $0.07 to $0.98 per share, signaling confidence in cash generation and improving shareholder returns. Microsoft announces quarterly dividend increase
• Positive Sentiment: Analyst support remains strong: Citizens JMP reaffirmed a “Market Outperform” rating and a $550 price target, implying additional upside from the reported $497.12 reference price. Other recent commentary highlights Azure growth, Copilot adoption and Microsoft’s enterprise software strength.
• Positive Sentiment: Greater Azure transparency could help the stock: Microsoft plans to report Azure revenue, rather than only its growth rate, in quarterly results. The move could make the cloud business easier to value and allow investors to better assess whether AI infrastructure spending is translating into revenue. Microsoft Azure revenue reporting
• Positive Sentiment: Upcoming product catalyst: Microsoft scheduled a Windows and Surface event for October 7, where investors expect updates on next-generation hardware and on-device AI capabilities. Microsoft Windows and Surface event
• Neutral Sentiment: AI safety positioning: Microsoft’s draft “Humanist AI” code of conduct emphasizes human control, outside testing and limits on model behavior. The framework may improve trust and reduce regulatory risk, although a slower development approach could raise questions about competitiveness and commercialization.
• Negative Sentiment: Executive selling adds a modest overhang: EVP Amy Hood sold 41,674 shares worth approximately $20.8 million under a pre-arranged Rule 10b5-1 plan. Because the sale was scheduled in advance, it is not necessarily a signal about Microsoft’s outlook, but it adds to recent insider-selling activity.
• Negative Sentiment: AI execution and security concerns remain: Investors continue to weigh Microsoft’s heavy data-center investment against the time required to generate returns, while coverage of a recent large security patch highlights ongoing cybersecurity risks.

Insider Buying and Selling

In other Microsoft news, EVP Takeshi Numoto sold 4,810 shares of the stock in a transaction that occurred on Tuesday, August 4th. The stock was sold at an average price of $496.48, for a total transaction of $2,388,068.80. Following the transaction, the executive vice president owned 42,677 shares in the company, valued at $21,188,276.96. This trade represents a 10.13% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, CEO Satya Nadella sold 86,525 shares of Microsoft stock in a transaction that occurred on Tuesday, September 1st. The shares were sold at an average price of $501.46, for a total transaction of $43,388,826.50. Following the completion of the transaction, the chief executive officer directly owned 486,763 shares in the company, valued at approximately $244,092,173.98. This represents a 15.09% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 143,009 shares of company stock worth $71,420,699 over the last ninety days. Company insiders own 0.03% of the company's stock.

Microsoft Trading Down 1.6%

Microsoft stock opened at $497.12 on Wednesday. Microsoft Corporation has a one year low of $349.20 and a one year high of $553.72. The company's fifty day moving average price is $460.39 and its two-hundred day moving average price is $420.90. The company has a debt-to-equity ratio of 0.07, a current ratio of 1.23 and a quick ratio of 1.22. The company has a market capitalization of $3.69 trillion, a price-to-earnings ratio of 27.68, a PEG ratio of 1.62 and a beta of 1.11.

Microsoft (NASDAQ:MSFT - Get Free Report) last released its quarterly earnings results on Wednesday, July 29th. The software giant reported $4.74 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.24 by $0.50. The company had revenue of $90.01 billion during the quarter, compared to the consensus estimate of $87.62 billion. Microsoft had a return on equity of 31.98% and a net margin of 40.31%.The firm's revenue was up 17.7% on a year-over-year basis. During the same quarter in the prior year, the company posted $3.65 EPS. On average, analysts forecast that Microsoft Corporation will post 19.61 earnings per share for the current fiscal year.

Microsoft Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, December 10th. Investors of record on Thursday, November 19th will be issued a $0.98 dividend. This is an increase from Microsoft's previous quarterly dividend of $0.91. The ex-dividend date is Thursday, November 19th. This represents a $3.92 annualized dividend and a yield of 0.8%. Microsoft's dividend payout ratio is presently 20.27%.

Microsoft Profile

Microsoft Corporation is a global technology company that develops software, cloud services, devices and digital solutions for consumers, businesses and public-sector organizations. Its products and services include the Windows operating system, Microsoft 365 productivity applications, Teams collaboration software, Dynamics business applications and Azure cloud computing services.

The company also operates LinkedIn, GitHub and Xbox, which includes gaming consoles, video games and related online services.

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