Koenig Investment Advisory LLC Buys New Shares in Microsoft Corporation $MSFT

Key Points

• Koenig Investment Advisory LLC opened a new position in Microsoft during the fourth quarter, buying 20,448 shares worth about $9.89 million. Microsoft now makes up roughly 8% of the firm’s portfolio and is its sixth-largest holding.
• Microsoft continues to attract strong analyst support, with 41 Buy ratings and only six Holds. The stock’s consensus price target is $561.20, and several firms recently reiterated or trimmed but still maintained outperform-style ratings.
• The company’s latest earnings beat expectations, with $4.27 EPS on $82.89 billion in revenue, while investors are also watching both the upside from AI demand and the downside from class-action lawsuits tied to Copilot-related claims.

Koenig Investment Advisory LLC purchased a new position in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm purchased 20,448 shares of the software giant's stock, valued at approximately $9,889,000. Microsoft accounts for about 8.0% of Koenig Investment Advisory LLC's investment portfolio, making the stock its 6th largest position.

Other hedge funds also recently made changes to their positions in the company. NWF Advisory Services Inc. grew its stake in shares of Microsoft by 6.1% during the 4th quarter. NWF Advisory Services Inc. now owns 20,394 shares of the software giant's stock valued at $9,863,000 after buying an additional 1,179 shares during the period. Bank of Hawaii raised its position in shares of Microsoft by 5.3% in the 4th quarter. Bank of Hawaii now owns 124,299 shares of the software giant's stock worth $60,113,000 after buying an additional 6,224 shares during the period. Caitong International Asset Management Co. Ltd boosted its holdings in Microsoft by 194.7% in the fourth quarter. Caitong International Asset Management Co. Ltd now owns 8,672 shares of the software giant's stock valued at $4,194,000 after acquiring an additional 5,729 shares during the last quarter. Cogent Strategic Wealth LLC purchased a new stake in Microsoft during the fourth quarter valued at about $562,000. Finally, Reflection Asset Management purchased a new stake in Microsoft during the fourth quarter valued at about $7,014,000. Institutional investors and hedge funds own 71.13% of the company's stock.

Key Headlines Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: New reporting suggests Microsoft is still benefiting from strong AI demand, including ByteDance spending more than $1 billion annually on Azure AI services and broader commentary that Azure growth and AI run-rate remain major drivers of investor interest. Microsoft Builds $1 Billion-Plus AI Business With ByteDance
• Positive Sentiment: Several pieces argued Microsoft’s pullback may be creating a buying opportunity because the company still has strong cash flow, dividend growth, and discounted valuation relative to its AI prospects. Microsoft's Boring Stock Story May Be Its Biggest Strength
• Neutral Sentiment: Microsoft also drew attention for product and ecosystem updates, including a possible PayPal integration for Xbox buy-now-pay-later checkout and new Teams features, but these are not likely near-term stock movers. Microsoft Sizes Up PayPal as Xbox Leak Exposes Buy Now Pay Later Plans
• Negative Sentiment: Multiple law firms announced or promoted securities class actions tied to Microsoft, alleging investors were harmed by misleading AI/Copilot-related statements during the May 2025 to January 2026 period. These legal headlines can weigh on sentiment. Portnoy Law Firm Announces Class Action on Behalf of Microsoft Corporation Investors
• Negative Sentiment: Another negative overhang is the claim that Copilot functionality issues contributed to a sharp stock drop, reinforcing investor concerns about execution risk and AI spending efficiency. Investor Rights Alert: Microsoft Faces Securities Fraud Class Action after Copilot Issues
• Negative Sentiment: There is also renewed concern that Microsoft’s gaming strategy is under pressure, with coverage pointing to the Steam Machine and broader cost-cutting in gaming as threats to growth in that segment. The Biggest Threat to Microsoft’s Gaming Ambitions is the Steam Machine

Wall Street Analysts Forecast Growth

A number of research firms have recently commented on MSFT. Citigroup assumed coverage on Microsoft in a report on Monday, June 1st. They issued a "market outperform" rating on the stock. Scotiabank cut their price target on shares of Microsoft from $600.00 to $550.00 and set an "outperform" rating on the stock in a report on Thursday, April 30th. Wedbush reaffirmed an "outperform" rating and set a $575.00 price target on shares of Microsoft in a research report on Wednesday, May 13th. Robert W. Baird decreased their price objective on shares of Microsoft from $540.00 to $500.00 and set an "outperform" rating for the company in a research note on Wednesday, April 15th. Finally, Citizens Jmp assumed coverage on shares of Microsoft in a research report on Monday, June 1st. They issued an "outperform" rating and a $550.00 price objective for the company. Forty-one analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company. Based on data from MarketBeat, the company presently has an average rating of "Moderate Buy" and a consensus price target of $561.20.

Insider Buying and Selling at Microsoft

In other news, EVP Amy Coleman sold 1,262 shares of the stock in a transaction that occurred on Thursday, May 14th. The stock was sold at an average price of $411.34, for a total transaction of $519,111.08. Following the completion of the transaction, 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 position. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, EVP Takeshi Numoto sold 4,500 shares of Microsoft stock in a transaction on Wednesday, June 10th. The stock was 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 of the company's stock, valued at approximately $19,122,009.12. This trade represents a 8.66% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 23,762 shares of company stock worth $10,508,361 in the last 90 days. 0.03% of the stock is owned by corporate insiders.

Microsoft Stock Performance

Shares of MSFT stock opened at $379.40 on Monday. 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 company's fifty day moving average price is $412.37 and its two-hundred day moving average price is $425.15. The firm has a market capitalization of $2.82 trillion, a P/E ratio of 22.58, a P/E/G ratio of 1.37 and a beta of 1.11. Microsoft Corporation has a 12 month low of $356.28 and a 12 month high of $555.45.

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

Microsoft Dividend Announcement

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