Kera Capital Partners Inc. Has $4.82 Million Stock Holdings in Microsoft Corporation $MSFT

Key Points

• Kera Capital Partners increased its Microsoft stake by 25.9% in the first quarter, acquiring 2,680 additional shares for a total holding valued at approximately $4.82 million. Institutional investors and hedge funds collectively own 71.13% of Microsoft.
• Microsoft exceeded quarterly expectations with $4.74 adjusted EPS and $90.01 billion in revenue, while revenue rose 17.7% year over year. Azure growth and AI demand remained key drivers, with analysts maintaining a “Moderate Buy” consensus and an average price target of $558.64.
• Microsoft declared a quarterly dividend of $0.91 per share, representing a $3.64 annualized payout and a 0.8% yield. Investors should also weigh risks including AI investment costs, data-center constraints, regulatory scrutiny, cybersecurity concerns and recent insider selling.

Kera Capital Partners Inc. increased its position in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 25.9% during the first quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 13,009 shares of the software giant's stock after purchasing an additional 2,680 shares during the quarter. Kera Capital Partners Inc.'s holdings in Microsoft were worth $4,815,000 as of its most recent SEC filing.

Several other hedge funds have also bought and sold shares of MSFT. Bessemer Group Inc. increased its position in shares of Microsoft by 8.4% in the first quarter. Bessemer Group Inc. now owns 6,921,677 shares of the software giant's stock worth $2,562,197,000 after purchasing an additional 537,634 shares during the period. Taylor Securities Services Inc. acquired a new position in shares of Microsoft during the 4th quarter worth $2,616,000. Markel Group Inc. raised its holdings in shares of Microsoft by 0.4% during the 1st quarter. Markel Group Inc. now owns 537,630 shares of the software giant's stock worth $199,014,000 after buying an additional 1,950 shares in the last quarter. Werba Rubin Papier Wealth Management lifted its position in shares of Microsoft by 15.7% during the 4th quarter. Werba Rubin Papier Wealth Management now owns 12,492 shares of the software giant's stock worth $6,041,000 after buying an additional 1,698 shares during the last quarter. Finally, World Investment Advisors boosted its stake in Microsoft by 22.1% in the fourth quarter. World Investment Advisors now owns 272,424 shares of the software giant's stock valued at $131,750,000 after buying an additional 49,371 shares in the last quarter. 71.13% of the stock is currently owned by institutional investors and hedge funds.

Microsoft Price Performance

Shares of NASDAQ:MSFT opened at $464.72 on Monday. The firm has a market cap of $3.45 trillion, a P/E ratio of 25.88, a P/E/G ratio of 1.48 and a beta of 1.10. Microsoft Corporation has a 12-month low of $349.20 and a 12-month high of $555.45. The business has a fifty day simple moving average of $397.99 and a 200 day simple moving average of $405.45. The company has a quick ratio of 1.22, a current ratio of 1.23 and a debt-to-equity ratio of 0.07.

Microsoft (NASDAQ:MSFT - Get Free Report) last released its quarterly earnings results on Wednesday, July 29th. The software giant reported $4.74 EPS for the quarter, beating analysts' consensus estimates of $4.24 by $0.50. The firm had revenue of $90.01 billion for the quarter, compared to analyst estimates of $87.62 billion. Microsoft had a return on equity of 31.98% and a net margin of 40.31%.The business's revenue was up 17.7% on a year-over-year basis. During the same quarter in the previous year, the company posted $3.65 EPS. Analysts predict that Microsoft Corporation will post 19.53 earnings per share for the current year.

Microsoft Announces Dividend

The business also recently announced 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 annualized dividend and a yield of 0.8%. Microsoft's dividend payout ratio is presently 20.27%.

Wall Street Analysts Forecast Growth

A number of research analysts have issued reports on the company. Deutsche Bank Aktiengesellschaft reiterated a "buy" rating on shares of Microsoft in a research report on Monday, July 20th. Citigroup reaffirmed a "buy" rating and set a $600.00 price target (up from $570.00) on shares of Microsoft in a report on Tuesday, July 28th. Cantor Fitzgerald increased their price objective on shares of Microsoft from $502.00 to $522.00 and gave the company an "overweight" rating in a research note on Monday, July 27th. Argus dropped their price objective on shares of Microsoft from $620.00 to $510.00 and set a "buy" rating for the company in a research note on Friday, July 10th. Finally, Stifel Nicolaus boosted their target price on shares of Microsoft from $400.00 to $450.00 and gave the stock a "hold" rating in a research note on Thursday. Forty-two analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company. According to MarketBeat, the stock currently has an average rating of "Moderate Buy" and an average target price of $558.64.

Microsoft News Roundup

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Azure growth exceeded expectations. Azure revenue increased 43% year over year, and annual Azure sales surpassed $100 billion for the first time. Management also guided to approximately 45% Azure growth in the next quarter, reinforcing confidence in Microsoft’s cloud and enterprise AI demand. Microsoft Shares Jump After Strong Outlook and Solid AI-Driven Growth
• Positive Sentiment: The earnings beat was substantial. Microsoft reported quarterly revenue of $90.01 billion and adjusted EPS of $4.74, above analyst estimates of $87.62 billion and $4.24, respectively. Net income reportedly rose 31%, while revenue increased about 18% year over year. Microsoft Q4 Earnings Beat Estimates as Cloud and AI Drive Results
• Positive Sentiment: AI monetization and financial discipline eased investor concerns. Microsoft 365 Copilot surpassed 30 million paid seats, its commercial remaining performance obligation reached $678 billion—up 84% year over year—and management held its capital-expenditure outlook broadly steady while emphasizing continued cash generation. Investors viewed this as a better balance between infrastructure investment and returns than some peers have demonstrated. Microsoft Eases AI Spending Concerns
• Neutral Sentiment: Analysts largely reaffirmed bullish views, with several price-target increases, although estimates remain wide. Microsoft’s stock is now trading well above its 50-day and 200-day moving averages after a historic rally, raising the possibility of increased volatility or profit-taking.
• Negative Sentiment: Microsoft continues to face risks from data-center power constraints, chip costs, regulatory scrutiny and the enormous scale of AI investment. A reported cloud-security flaw that could have exposed customers adds another operational concern. Cyber Firm Wiz Reports Microsoft Cloud Flaw
• Negative Sentiment: Several law firms publicized a securities class-action lawsuit concerning investors who purchased Microsoft shares between May 1, 2025, and January 28, 2026, with an August 11 lead-plaintiff deadline. Such announcements may create reputational and legal overhang, although they have not offset the earnings-driven optimism. Microsoft Securities Class Action Deadline

Insider Buying and Selling at Microsoft

In other news, CEO Judson Althoff sold 15,500 shares of the business's stock in a transaction that occurred 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. The trade was a 12.30% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Amy Coleman sold 1,262 shares of the company's stock in a transaction on Thursday, May 14th. The shares were sold at an average price of $411.34, for a total transaction of $519,111.08. Following the completion of the sale, the executive vice president directly owned 46,003 shares in the company, valued at approximately $18,922,874.02. This represents a 2.67% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 23,762 shares of company stock valued at $10,508,361. 0.03% of the stock is currently owned by company insiders.

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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