KLCM Advisors Inc. Purchases 5,804 Shares of Microsoft Corporation $MSFT

KLCM Advisors Inc. lifted its position in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 22.5% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 31,598 shares of the software giant's stock after buying an additional 5,804 shares during the period. Microsoft makes up about 1.0% of KLCM Advisors Inc.'s investment portfolio, making the stock its 26th biggest position. KLCM Advisors Inc.'s holdings in Microsoft were worth $11,697,000 at the end of the most recent reporting period.

Other institutional investors also recently bought and sold shares of the company. Longfellow Investment Management Co. LLC increased 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 buying an additional 20 shares in the last quarter. Bernzott Capital Advisors purchased a new position in shares of Microsoft during the 4th quarter valued at about $34,000. Timmons Wealth Management LLC purchased a new stake in Microsoft in the 4th quarter worth approximately $36,000. Fairway Wealth LLC raised its stake in 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 acquiring an additional 66 shares during the period. Finally, University of Illinois Foundation purchased a new position in Microsoft during the second quarter valued at approximately $50,000. Institutional investors own 71.13% of the company's stock.

Microsoft Trading Up 0.0%

Shares of NASDAQ MSFT opened at $381.70 on Friday. Microsoft Corporation has a 1-year low of $349.20 and a 1-year high of $555.45. The company has a debt-to-equity ratio of 0.08, a current ratio of 1.28 and a quick ratio of 1.27. The business's 50 day moving average is $398.21 and its two-hundred day moving average is $408.08. The stock has a market capitalization of $2.84 trillion, a P/E ratio of 22.72, a PEG ratio of 1.17 and a beta of 1.13.

Microsoft (NASDAQ:MSFT - Get Free Report) last issued its quarterly earnings results on Wednesday, April 29th. The software giant reported $4.27 earnings per share for the quarter, topping the consensus estimate of $4.06 by $0.21. The firm had revenue of $82.89 billion for 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%.The company's revenue for the quarter was up 18.3% on a year-over-year basis. During the same period in the prior year, the business posted $3.46 earnings per share. As a group, research analysts expect that Microsoft Corporation will post 16.7 EPS for the current year.

Microsoft Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Thursday, August 20th will be given a dividend of $0.91 per share. The ex-dividend date of this dividend is Thursday, August 20th. This represents a $3.64 dividend on an annualized basis and a yield of 1.0%. Microsoft's payout ratio is 21.67%.

Microsoft News Summary

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft joined 25 tech companies in urging U.S. policymakers not to impose broad restrictions on open-weight and open-source AI models, a stance that supports its broader AI ecosystem strategy and could help preserve flexibility for future product development. Reuters article
• Positive Sentiment: Microsoft also backed a coalition letter with Nvidia, Meta, and other firms arguing that open-weight AI is important for U.S. leadership, reinforcing investor confidence that the company remains a major AI platform player rather than being boxed into one model provider. Business Insider article
• Positive Sentiment: Microsoft’s expanded Databricks partnership extends a key cloud/data-AI relationship through the 2030s, which should help Azure adoption and strengthen long-term enterprise demand for Microsoft’s cloud services. TipRanks article
• Neutral Sentiment: Several previews ahead of Microsoft’s July 29 earnings report say the big investor focus will be FY2027 CapEx guidance and Azure growth, with analysts expecting strong results but worrying that AI infrastructure spending could weigh on free cash flow and margins. MarketBeat article
• Negative Sentiment: Multiple law firms issued class-action alerts and deadline reminders tied to Microsoft securities-fraud claims, including allegations related to Copilot disclosures, which adds headline risk and may keep some investors cautious into earnings. GlobeNewswire article
• Negative Sentiment: Broader tech weakness tied to AI spending fears also weighed on Microsoft, as investors sold mega-cap names after seeing massive capital outlays across the sector and questioning near-term returns on AI investment. Fox Business article

Insiders Place Their Bets

In other Microsoft news, EVP Takeshi Numoto sold 4,500 shares of the company's stock in a transaction on Wednesday, June 10th. The stock was sold at an average price of $402.84, for a total value of $1,812,780.00. Following the completion of the sale, the executive vice president directly owned 47,468 shares in the company, valued at approximately $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 can be accessed through this hyperlink. Also, EVP Amy Coleman sold 1,262 shares of the stock in a transaction on Thursday, May 14th. The stock was sold at an average price of $411.34, for a total value of $519,111.08. Following the transaction, the executive vice president directly owned 46,003 shares in the company, valued at $18,922,874.02. The trade was a 2.67% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 23,762 shares of company stock worth $10,508,361. 0.03% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

Several analysts have recently commented on the stock. Rothschild & Co Redburn decreased their price objective on shares of Microsoft from $450.00 to $400.00 and set a "neutral" rating on the stock in a research report on Thursday, April 23rd. Phillip Securities raised Microsoft to a "buy" rating and set a $485.00 price target on the stock in a report on Wednesday, May 13th. Stifel Nicolaus dropped their price objective on Microsoft from $415.00 to $400.00 and set a "hold" rating for the company in a research note on Thursday, June 25th. Guggenheim reiterated a "buy" rating and set a $586.00 target price on shares of Microsoft in a research report on Thursday, April 30th. Finally, CLSA initiated coverage on Microsoft in a research note on Monday. They set an "outperform" rating and a $535.00 target price on the stock. Forty-two analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company's stock. According to MarketBeat, the stock currently has an average rating of "Moderate Buy" and a consensus price target of $555.40.

Microsoft Company Profile

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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