Keel Point LLC Has $14.80 Million Stake in Microsoft Corporation $MSFT

Key Points

• Keel Point LLC cut its Microsoft position by 30.4% in the first quarter, selling 17,430 shares and retaining 39,970 shares valued at approximately $14.8 million. Microsoft represented about 1% of the firm’s portfolio, while institutional investors and hedge funds collectively owned 71.13% of the stock.
• Microsoft reported stronger-than-expected quarterly results, with revenue of $90.01 billion, earnings per share of $4.74, and 17.7% year-over-year revenue growth, supported by Azure and artificial-intelligence demand.
• Analysts remain broadly bullish, with a “Moderate Buy” consensus and an average price target of $560.27, though investors are monitoring the impact of heavy AI infrastructure spending on free cash flow and cloud margins.

Keel Point LLC lessened its position in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 30.4% in the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 39,970 shares of the software giant's stock after selling 17,430 shares during the period. Microsoft accounts for about 1.0% of Keel Point LLC's portfolio, making the stock its 18th biggest holding. Keel Point LLC's holdings in Microsoft were worth $14,796,000 at the end of the most recent reporting period.

Other hedge funds have also recently made changes to their positions in the company. Longfellow Investment Management Co. LLC lifted its holdings 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. Shepherd Kaplan Krochuk LLC raised its position in shares of Microsoft by 4.9% in the 3rd quarter. Shepherd Kaplan Krochuk LLC now owns 431 shares of the software giant's stock worth $223,000 after acquiring an additional 20 shares in the last quarter. Fischer Investment Strategies LLC raised its position in shares of Microsoft by 3.1% in the 4th quarter. Fischer Investment Strategies LLC now owns 697 shares of the software giant's stock worth $337,000 after acquiring an additional 21 shares in the last quarter. Pollock Investment Advisors LLC lifted its stake in shares of Microsoft by 0.8% in the 3rd quarter. Pollock Investment Advisors LLC now owns 2,805 shares of the software giant's stock valued at $1,453,000 after purchasing an additional 21 shares during the period. Finally, Better Money Decisions LLC lifted its stake in shares of Microsoft by 0.6% in the 2nd quarter. Better Money Decisions LLC now owns 3,498 shares of the software giant's stock valued at $1,740,000 after purchasing an additional 21 shares during the period. 71.13% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Analysts continue to highlight Microsoft’s Azure expansion, accelerating Microsoft 365 Copilot adoption, and the company’s ability to sustain double-digit earnings growth. Microsoft’s latest quarter also exceeded expectations, with revenue of approximately $90 billion and earnings growth supported by Azure. Microsoft’s Cloud Gains Can Sustain Double-Digit Earnings Growth
• Positive Sentiment: JPMorgan raised its Microsoft price target to $625, citing stronger Copilot demand and accelerating infrastructure investment. Other analysts remain bullish, with a six-month median target near $540, reinforcing investor confidence in Microsoft’s long-term AI positioning. JPMorgan Raises Microsoft Price Target
• Positive Sentiment: Microsoft is combining its consumer and enterprise Copilot applications into a unified platform, potentially improving distribution, user engagement, and monetization as it competes with ChatGPT, Gemini, and Claude. Microsoft Unifies Copilot Applications
• Neutral Sentiment: Microsoft approved the first AI data-center deployment under its $9.7 billion agreement with IREN, supporting Azure capacity expansion. The deal improves supply visibility but also underscores Microsoft’s substantial capital requirements. IREN Delivers First AI Cloud Deployment
• Negative Sentiment: Investors remain concerned that Microsoft’s roughly $175 billion AI infrastructure spending plan could pressure free cash flow and cloud margins. A reported decline in cloud gross margin and higher data-center, chip, electricity, and labor costs raise questions about how much of the company’s large AI backlog will translate into profit. Microsoft’s AI Backlog and Profitability Concerns
• Negative Sentiment: Reports that Microsoft has closed at least 15 China offices and joint ventures add geopolitical and operational uncertainty, although Azure reportedly provides a profitable reason to retain a limited China presence. Microsoft Retreats in China

Analysts Set New Price Targets

Several equities research analysts recently commented on the company. Wolfe Research reaffirmed an "outperform" rating and set a $550.00 target price on shares of Microsoft in a research note on Thursday, July 30th. Citigroup reissued a "buy" rating and issued a $600.00 price target (up from $570.00) on shares of Microsoft in a research note on Tuesday, July 28th. Mizuho cut their price target on Microsoft from $515.00 to $490.00 and set an "outperform" rating on the stock in a report on Wednesday, July 15th. Wells Fargo & Company raised their price objective on shares of Microsoft from $650.00 to $700.00 and gave the stock an "overweight" rating in a research report on Wednesday, August 12th. Finally, Royal Bank Of Canada reiterated an "outperform" rating and issued a $640.00 price objective on shares of Microsoft in a research note on Thursday, July 30th. Forty-two equities research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company's stock. According to data from MarketBeat.com, Microsoft presently has an average rating of "Moderate Buy" and a consensus price target of $560.27.

Microsoft Price Performance

Shares of NASDAQ MSFT opened at $495.40 on Monday. 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 50-day moving average price of $411.27 and a 200-day moving average price of $408.06. The stock has a market capitalization of $3.68 trillion, a P/E ratio of 27.58, a P/E/G ratio of 1.59 and a beta of 1.10. Microsoft Corporation has a 1 year low of $349.20 and a 1 year high of $553.72.

Microsoft (NASDAQ:MSFT - Get Free Report) last posted its earnings results on Wednesday, July 29th. The software giant reported $4.74 earnings per share for the quarter, topping analysts' consensus estimates of $4.24 by $0.50. Microsoft had a net margin of 40.31% and a return on equity of 31.98%. The company had revenue of $90.01 billion for the quarter, compared to analyst estimates of $87.62 billion. During the same quarter in the prior year, the business posted $3.65 EPS. The firm's revenue was up 17.7% compared to the same quarter last year. On average, equities research analysts forecast that Microsoft Corporation will post 19.59 EPS for the current fiscal year.

Microsoft Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Thursday, August 20th will be paid a $0.91 dividend. The ex-dividend date of this dividend is Thursday, August 20th. This represents a $3.64 annualized dividend and a dividend yield of 0.7%. Microsoft's dividend payout ratio is 20.27%.

Insider Buying and Selling

In related news, EVP Takeshi Numoto sold 4,810 shares of the stock in a transaction on Tuesday, August 4th. The stock was sold at an average price of $496.48, for a total value of $2,388,068.80. Following the completion of the sale, the executive vice president directly owned 42,677 shares of the company's stock, valued at approximately $21,188,276.96. This represents a 10.13% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, CEO Judson Althoff sold 15,500 shares of the firm's stock in a transaction on Monday, June 1st. The shares were sold at an average price of $460.99, for a total value of $7,145,345.00. Following the transaction, the chief executive officer owned 110,477 shares in the company, valued at approximately $50,928,792.23. This trade represents a 12.30% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 37,310 shares of company stock worth $17,256,219 in the last 90 days. Corporate insiders own 0.03% of the company's stock.

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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