Koshinski Asset Management Inc. Increases Holdings in Microsoft Corporation $MSFT

Key Points

• Koshinski Asset Management increased its Microsoft stake by 2.6% in the first quarter, ending with 51,960 shares valued at about $19.2 million. Microsoft now represents 1.2% of the firm’s portfolio and its 14th-largest holding.
• Microsoft’s latest earnings showed continued strength, with EPS of $4.27 and revenue of $82.89 billion, both beating analyst expectations. Revenue rose 18.3% year over year, reinforcing the company’s strong operating performance.
• Wall Street remains broadly positive on Microsoft, with 41 Buy ratings and an average price target of $557.96. Analysts are also focused on the company’s AI strategy, upcoming July 29 earnings, and recent partnership activity, including a deal with 3M.

Koshinski Asset Management Inc. grew its stake in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 2.6% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 51,960 shares of the software giant's stock after acquiring an additional 1,301 shares during the quarter. Microsoft accounts for 1.2% of Koshinski Asset Management Inc.'s portfolio, making the stock its 14th biggest holding. Koshinski Asset Management Inc.'s holdings in Microsoft were worth $19,234,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors have also recently modified their holdings of MSFT. Longfellow Investment Management Co. LLC increased its stake in Microsoft by 51.3% during the 2nd quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant's stock valued at $29,000 after purchasing an additional 20 shares in the last quarter. Bernzott Capital Advisors bought a new position in shares of Microsoft in the fourth quarter worth approximately $34,000. Timmons Wealth Management LLC purchased a new stake in shares of Microsoft during the fourth quarter valued at approximately $36,000. Fairway Wealth LLC grew its holdings in shares of Microsoft by 287.0% during the fourth quarter. Fairway Wealth LLC now owns 89 shares of the software giant's stock valued at $43,000 after buying an additional 66 shares during the last quarter. Finally, LSV Asset Management bought a new stake in shares of Microsoft during the fourth quarter valued at approximately $44,000. 71.13% of the stock is owned by hedge funds and other institutional investors.

Microsoft News Roundup

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Analysts remain broadly bullish ahead of Microsoft’s July 29 earnings report, with several firms still rating the stock Buy/Outperform even after trimming price targets. Microsoft Earnings Preview: Copilot, AI Spending and Margins Are in Focus
• Positive Sentiment: Microsoft is being viewed as a top AI vendor, and Citi highlighted it as one of the leading players in the space, reinforcing the company’s AI leadership narrative. Citi Finds Microsoft (MSFT) as One of the Top AI Vendors
• Positive Sentiment: Microsoft announced a strategic partnership with 3M to advance AI data center infrastructure and enterprise transformation, a sign of continued demand for its cloud and AI ecosystem. 3M and Microsoft announce strategic partnership to advance AI data center infrastructure and enterprise transformation
• Positive Sentiment: CEO Satya Nadella’s push to emphasize Microsoft’s in-house AI models and lower-cost enterprise offerings suggests a more aggressive competitive strategy versus OpenAI, Google, and Anthropic. Microsoft is reportedly training salespeople to talk down OpenAI and Anthropic

Microsoft Trading Up 1.4%

Shares of MSFT stock opened at $401.10 on Friday. The company has a current ratio of 1.28, a quick ratio of 1.27 and a debt-to-equity ratio of 0.08. Microsoft Corporation has a 12-month low of $349.20 and a 12-month high of $555.45. The stock has a market capitalization of $2.98 trillion, a P/E ratio of 23.88, a P/E/G ratio of 1.20 and a beta of 1.13. The firm's 50 day moving average is $400.70 and its 200 day moving average is $411.43.

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 analysts' consensus estimates of $4.06 by $0.21. The business had revenue of $82.89 billion during the quarter, compared to analyst estimates of $81.44 billion. Microsoft had a net margin of 39.34% and a return on equity of 31.94%. The company's quarterly revenue was up 18.3% compared to the same quarter last year. During the same period in the previous year, the business earned $3.46 EPS. Research analysts expect that Microsoft Corporation will post 16.71 earnings per share for the current year.

Microsoft Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Thursday, August 20th will be given a dividend of $0.91 per share. This represents a $3.64 dividend on an annualized basis and a yield of 0.9%. The ex-dividend date is Thursday, August 20th. Microsoft's dividend payout ratio is 21.67%.

Wall Street Analyst Weigh In

A number of equities analysts recently weighed in on the stock. Deutsche Bank Aktiengesellschaft decreased their price objective on shares of Microsoft from $575.00 to $550.00 and set a "buy" rating for the company in a report on Thursday, April 30th. DA Davidson reissued a "buy" rating and issued a $550.00 target price on shares of Microsoft in a report on Monday, July 6th. Benchmark restated a "buy" rating and issued a $525.00 price target (up from $450.00) on shares of Microsoft in a research note on Tuesday, April 28th. China Renaissance lowered their price target on Microsoft from $630.00 to $550.00 and set a "buy" rating on the stock in a report on Monday, May 4th. Finally, Argus dropped their price objective on Microsoft from $620.00 to $510.00 and set a "buy" rating on the stock in a research report on Friday, July 10th. Forty-one research analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company. According to MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and an average price target of $557.96.

Insider Activity at Microsoft

In other Microsoft news, CEO Judson Althoff sold 15,500 shares of the stock in a transaction dated Monday, June 1st. The stock was 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 of the company's stock, valued at approximately $50,928,792.23. This represents a 12.30% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Takeshi Numoto sold 4,500 shares of the firm's stock in a transaction dated 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 transaction, the executive vice president directly owned 47,468 shares in the company, valued at $19,122,009.12. The trade was a 8.66% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 23,762 shares of company stock worth $10,508,361. 0.03% of the stock is owned by 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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