Kopp Family Office LLC Buys 1,746 Shares of Microsoft Corporation $MSFT

Key Points

• Kopp Family Office LLC raised its stake in Microsoft by 26%, buying 1,746 shares to hold 8,470 shares worth $4,096,000, which is about 2.6% of its portfolio and the firm's 12th largest position.
• Large institutions like Vanguard, UBS and Norges Bank own the bulk of MSFT—institutional ownership is 71.13%—and analysts collectively rate the stock a Moderate Buy with an average price target of $588.97.
• Microsoft recently beat quarterly EPS and revenue estimates, launched three proprietary AI models and reported improving Copilot sales momentum, while announcing a $0.91 quarterly dividend (1.0% yield).

Kopp Family Office LLC lifted its stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 26.0% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 8,470 shares of the software giant's stock after purchasing an additional 1,746 shares during the quarter. Microsoft accounts for about 2.6% of Kopp Family Office LLC's portfolio, making the stock its 12th largest position. Kopp Family Office LLC's holdings in Microsoft were worth $4,096,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors have also added to or reduced their stakes in the company. Norges Bank acquired a new position in shares of Microsoft during the second quarter worth $50,493,678,000. Nuveen LLC bought a new position in shares of Microsoft in the 1st quarter valued at $18,733,827,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its holdings in shares of Microsoft by 500.0% during the 3rd quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 59,543,261 shares of the software giant's stock valued at $30,840,432,000 after acquiring an additional 49,618,571 shares in the last quarter. Laurel Wealth Advisors LLC boosted its holdings in shares of Microsoft by 49,640.3% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 29,967,038 shares of the software giant's stock valued at $14,905,904,000 after acquiring an additional 29,906,791 shares in the last quarter. Finally, Vanguard Group Inc. grew its position in Microsoft by 2.0% during the 2nd quarter. Vanguard Group Inc. now owns 705,077,786 shares of the software giant's stock worth $350,712,742,000 after acquiring an additional 13,691,572 shares during the last quarter. 71.13% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

MSFT has been the subject of several research reports. Robert W. Baird set a $540.00 target price on Microsoft and gave the company an "outperform" rating in a research report on Thursday, January 29th. Sanford C. Bernstein restated an "outperform" rating and set a $641.00 price target (down from $645.00) on shares of Microsoft in a report on Thursday, January 29th. Melius Research set a $430.00 price objective on Microsoft in a research note on Monday, February 9th. TD Cowen reiterated a "buy" rating on shares of Microsoft in a report on Thursday, January 29th. Finally, Deutsche Bank Aktiengesellschaft cut their target price on shares of Microsoft from $630.00 to $575.00 and set a "buy" rating on the stock in a research report on Thursday, January 29th. Two analysts have rated the stock with a Strong Buy rating, thirty-eight have given a Buy rating and five have issued a Hold rating to the company. Based on data from MarketBeat, the company presently has an average rating of "Moderate Buy" and an average target price of $588.97.

Microsoft Trading Up 1.1%

Shares of MSFT stock opened at $373.46 on Friday. Microsoft Corporation has a 1-year low of $344.79 and a 1-year high of $555.45. The company has a current ratio of 1.39, a quick ratio of 1.38 and a debt-to-equity ratio of 0.09. The stock has a market cap of $2.77 trillion, a price-to-earnings ratio of 23.36, a PEG ratio of 1.40 and a beta of 1.11. The stock has a 50-day moving average of $402.61 and a 200-day moving average of $463.92.

Microsoft (NASDAQ:MSFT - Get Free Report) last posted its quarterly earnings data on Wednesday, January 28th. The software giant reported $4.14 EPS for the quarter, topping analysts' consensus estimates of $3.86 by $0.28. Microsoft had a return on equity of 32.34% and a net margin of 39.04%.The company had revenue of $81.27 billion for the quarter, compared to analyst estimates of $80.28 billion. During the same period in the previous year, the firm earned $3.23 earnings per share. The firm's quarterly revenue was up 16.7% on a year-over-year basis. On average, equities research analysts forecast that Microsoft Corporation will post 13.08 earnings per share for the current year.

Microsoft Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Thursday, June 11th. Stockholders of record on Thursday, May 21st will be given a $0.91 dividend. The ex-dividend date is Thursday, May 21st. This represents a $3.64 dividend on an annualized basis and a dividend yield of 1.0%. Microsoft's payout ratio is 22.76%.

More Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Launched three proprietary AI models (MAI-Transcribe-1, MAI-Voice-1, MAI-Image-2) — signals faster, more self‑sufficient AI offerings that reduce dependence on external partners and can accelerate product monetization. Microsoft releases trio of AI models for transcription, voice generation and image creation
• Positive Sentiment: Bloomberg reports Microsoft has hit Copilot sales goals after a strategy shift — evidence that Copilot commercial traction is improving and could support near‑term revenue/booking growth. Microsoft hits Copilot sales goals after strategy shift - Bloomberg
• Positive Sentiment: Large regional infrastructure commitments — continued investment in Asia (e.g., multi‑billion plans for Singapore and Thailand) to expand cloud/AI capacity and address data‑sovereignty demand, supporting long‑term Azure and cloud revenue potential. What Microsoft (MSFT)'s Asia AI Infrastructure Bet Means For Shareholders
• Positive Sentiment: Analyst support and fresh buy coverage (Benchmark, New Street, others) with lofty price targets — reinforces buy‑the‑dip narratives and attracts dip buyers. Microsoft in focus as Benchmark starts with Buy rating
• Neutral Sentiment: Exclusive talks with Chevron/Engine No. 1 on a large Texas power project could secure dedicated energy for AI data centers — strategic but execution‑ and timing‑dependent. Microsoft and Chevron enter exclusivity deal on powering West Texas AI data center complex
• Neutral Sentiment: OpenAI’s huge funding/valuation debate and broader AI-market dynamics remain relevant to MSFT (partner/competitor ecosystem impacts), but effects are indirect and longer‑term. Is OpenAI's $1 trillion IPO valuation realistic?
• Negative Sentiment: Billionaire Dan Loeb reduced his Microsoft stake, citing cloud growth and Azure supply concerns — signals some institutional reservations that can weigh on sentiment. Billionaire Investor Reduces Microsoft Stake Amid Cloud Growth Concerns
• Negative Sentiment: Coverage highlighting Microsoft’s recent weak quarter(s) — “worst since 2008” narratives and concerns about elevated AI capex and mixed guidance keep downside risk for sentiment and near‑term multiples. Microsoft Just Had Its Worst Quarter Since 2008--Is This a Generational "Buy" Signal?
• Negative Sentiment: Technical/positioning pressure (breach below long‑term moving averages, some insider/institutional trimming) — raises possibility of further volatility even if fundamentals remain intact. Microsoft Stock (MSFT) Opinions on Breaching 200-Week Moving Average

Insiders Place Their Bets

In related news, EVP Kathleen T. Hogan sold 12,321 shares of Microsoft stock in a transaction on Friday, March 6th. The shares were sold at an average price of $409.52, for a total transaction of $5,045,695.92. Following the completion of the transaction, the executive vice president owned 137,933 shares of the company's stock, valued at $56,486,322.16. This trade represents a 8.20% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, Director John W. Stanton bought 5,000 shares of the company's stock in a transaction that occurred on Wednesday, February 18th. The stock was purchased at an average price of $397.35 per share, for a total transaction of $1,986,750.00. Following the acquisition, the director owned 83,905 shares of the company's stock, valued at $33,339,651.75. This trade represents a 6.34% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Corporate insiders own 0.03% of the company's stock.

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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