Liberty One Investment Management LLC Has $23.54 Million Stock Holdings in Microsoft Corporation $MSFT

Key Points

• Liberty One Investment Management increased its Microsoft position by 36.6% in the first quarter, holding 63,594 shares valued at approximately $23.54 million. Microsoft represents 2.4% of the firm’s portfolio, while institutional investors own 71.13% of the stock.
• Analysts maintain a favorable outlook, with 42 Buy ratings and five Holds producing a consensus “Moderate Buy” rating and an average price target of $558.87. Microsoft also exceeded quarterly expectations, reporting $4.74 in EPS and $90.01 billion in revenue, up 17.7% year over year.
• Microsoft declared a quarterly dividend of $0.91 per share, equivalent to $3.64 annually and a 0.7% yield. Recent insider activity was negative, with insiders selling 38,572 shares worth approximately $17.78 million over the past 90 days.

Liberty One Investment Management LLC raised its position in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 36.6% during the 1st quarter, according to its most recent filing with the SEC. The institutional investor owned 63,594 shares of the software giant's stock after acquiring an additional 17,031 shares during the period. Microsoft comprises 2.4% of Liberty One Investment Management LLC's portfolio, making the stock its 16th biggest position. Liberty One Investment Management LLC's holdings in Microsoft were worth $23,541,000 at the end of the most recent reporting period.

Other hedge funds also recently made changes to their positions in the company. Longfellow Investment Management Co. LLC increased its stake in Microsoft by 51.3% in the 2nd quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant's stock valued at $29,000 after buying an additional 20 shares during the last quarter. Shepherd Kaplan Krochuk LLC lifted its position in Microsoft by 4.9% during the 3rd quarter. Shepherd Kaplan Krochuk LLC now owns 431 shares of the software giant's stock worth $223,000 after buying an additional 20 shares in the last quarter. Fischer Investment Strategies LLC boosted its stake in shares of Microsoft by 3.1% during the 4th quarter. Fischer Investment Strategies LLC now owns 697 shares of the software giant's stock worth $337,000 after buying an additional 21 shares during the last quarter. Pollock Investment Advisors LLC grew its holdings in shares of Microsoft by 0.8% in the 3rd quarter. Pollock Investment Advisors LLC now owns 2,805 shares of the software giant's stock valued at $1,453,000 after acquiring an additional 21 shares in the last quarter. Finally, Better Money Decisions LLC grew its holdings in shares of Microsoft by 0.6% in the 2nd quarter. Better Money Decisions LLC now owns 3,498 shares of the software giant's stock valued at $1,740,000 after acquiring an additional 21 shares in the last quarter. 71.13% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

MSFT has been the topic of several analyst reports. Raymond James Financial lowered Microsoft from a "market perform" rating to a "market perform" rating in a report on Tuesday, May 5th. Evercore set a $528.00 price target on Microsoft in a research report on Thursday, July 30th. Weiss Ratings reiterated a "hold (c)" rating on shares of Microsoft in a research note on Monday, July 6th. DZ Bank reissued a "buy" rating on shares of Microsoft in a report on Thursday, April 30th. Finally, Deutsche Bank Aktiengesellschaft reissued a "buy" rating on shares of Microsoft in a research note on Monday, July 20th. Forty-two equities research analysts have rated the stock with a Buy rating and five have given a Hold rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and an average target price of $558.87.

Microsoft Stock Performance

Shares of NASDAQ MSFT opened at $499.99 on Monday. The company has a current ratio of 1.23, a quick ratio of 1.22 and a debt-to-equity ratio of 0.07. The company has a market capitalization of $3.71 trillion, a P/E ratio of 27.84, a P/E/G ratio of 1.61 and a beta of 1.10. Microsoft Corporation has a 12 month low of $349.20 and a 12 month high of $553.72. The stock has a 50 day moving average of $404.86 and a 200-day moving average of $406.59.

Microsoft (NASDAQ:MSFT - Get Free Report) last posted its quarterly earnings results on Wednesday, July 29th. The software giant reported $4.74 earnings per share for the quarter, beating analysts' consensus estimates of $4.24 by $0.50. Microsoft had a return on equity of 31.98% and a net margin of 40.31%.The business had revenue of $90.01 billion for the quarter, compared to analysts' expectations of $87.62 billion. During the same quarter in the prior year, the business earned $3.65 EPS. The firm's revenue for the quarter was up 17.7% on a year-over-year basis. As a group, equities research analysts predict that Microsoft Corporation will post 19.58 EPS for the current year.

Microsoft Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Thursday, August 20th will be given a $0.91 dividend. The ex-dividend date of this dividend is Thursday, August 20th. This represents a $3.64 annualized dividend and a dividend yield of 0.7%. Microsoft's dividend payout ratio is presently 20.27%.

Insider Transactions at Microsoft

In related news, EVP Amy Coleman sold 1,262 shares of Microsoft stock in a transaction dated 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 owned 46,003 shares of the company's stock, valued at approximately $18,922,874.02. The trade was a 2.67% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, EVP Takeshi Numoto sold 4,810 shares of the company's stock in a transaction dated Tuesday, August 4th. The shares were sold at an average price of $496.48, for a total transaction of $2,388,068.80. Following the completion of the transaction, the executive vice president owned 42,677 shares in the company, valued at approximately $21,188,276.96. This trade represents a 10.13% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 38,572 shares of company stock worth $17,775,330. 0.03% of the stock is owned by insiders.

Microsoft News Roundup

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Citi raised its Microsoft price target to $600. The upgrade follows Microsoft’s quarterly Azure performance, with analysts highlighting the 43% cloud-revenue increase and stronger-than-expected earnings as evidence that AI demand is translating into accelerating cloud growth. Citi Raises Microsoft Stock Target to $600
• Positive Sentiment: Microsoft’s custom AI chips may improve cloud economics. CEO Satya Nadella said the company’s internally developed chips can deliver efficiency gains of up to 40%. Better cost and energy efficiency could help Microsoft support AI workloads while protecting Azure margins. Microsoft Custom AI Chips Improve Efficiency
• Positive Sentiment: Azure is expanding in India. Microsoft opened a major Hyderabad data-center region and is committing approximately $20.5 billion to its Indian cloud and AI operations. Early customers include Adani Group and HDFC Bank, supporting the case for long-term international Azure growth. Microsoft Opens Largest India Data Center Hub
• Positive Sentiment: Fundamentals and institutional support remain strong. Microsoft recently exceeded quarterly revenue and EPS expectations, while Bill Ackman’s Pershing Square holds a reported $2.4 billion MSFT position. Scotiabank also raised its fiscal 2027 EPS estimate and maintained an Outperform rating. Bill Ackman Microsoft Stake
• Neutral Sentiment: AI demand is powerful but concentrated. Reports suggest OpenAI may account for a substantial portion of Microsoft’s AI sales, creating both a major growth engine and customer-concentration risk. Microsoft’s large AI backlog also does not guarantee equivalent future profitability.
• Negative Sentiment: Spending, margins and valuation remain concerns. Rising data-center capital expenditures and lower cloud gross margins could pressure cash flow if AI infrastructure costs grow faster than revenue. After the sharp post-earnings rally, the stock is also more vulnerable to profit-taking or disappointing guidance.
• Negative Sentiment: Insider sales and securities litigation add headline risk. CEO Judson Althoff sold 10,000 shares for roughly $4.9 million, and multiple law firms are publicizing a securities class action with an August 11 lead-plaintiff deadline. These developments do not establish wrongdoing but may weigh on near-term sentiment.

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).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

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