LRI Investments LLC Has $26.10 Million Stock Holdings in Microsoft Corporation $MSFT

Key Points

• LRI Investments LLC trimmed its Microsoft stake by 2.6% in the fourth quarter, selling 1,450 shares and leaving it with 53,966 shares valued at about $26.1 million.
• Microsoft continues to draw broad institutional and analyst support, with 71.13% of shares owned by institutions and Wall Street maintaining a “Moderate Buy” consensus and an average price target of $561.20.
• Operationally, Microsoft beat quarterly expectations, reporting $4.27 EPS on $82.89 billion in revenue, while investors are watching its AI strategy, Build announcements, and recent insider sales for near-term sentiment.

LRI Investments LLC reduced its position in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 2.6% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 53,966 shares of the software giant's stock after selling 1,450 shares during the quarter. Microsoft makes up about 1.8% of LRI Investments LLC's investment portfolio, making the stock its 10th largest holding. LRI Investments LLC's holdings in Microsoft were worth $26,099,000 at the end of the most recent reporting period.

A number of other hedge funds have also modified their holdings of MSFT. PMG Family Office LLC purchased a new stake in shares of Microsoft in the third quarter valued at $828,000. Trifecta Capital Advisors LLC increased its stake in Microsoft by 2.3% in the 3rd quarter. Trifecta Capital Advisors LLC now owns 70,175 shares of the software giant's stock worth $36,347,000 after buying an additional 1,572 shares during the period. TD Waterhouse Canada Inc. increased its stake in Microsoft by 1.0% in the 3rd quarter. TD Waterhouse Canada Inc. now owns 949,901 shares of the software giant's stock worth $493,860,000 after buying an additional 9,700 shares during the period. Werba Rubin Papier Wealth Management increased its stake in Microsoft by 15.7% in the 4th quarter. Werba Rubin Papier Wealth Management now owns 12,492 shares of the software giant's stock worth $6,041,000 after buying an additional 1,698 shares during the period. Finally, SG Americas Securities LLC increased its stake in Microsoft by 2,332.1% in the 4th quarter. SG Americas Securities LLC now owns 6,746,017 shares of the software giant's stock worth $3,262,509,000 after buying an additional 6,468,645 shares during the period. 71.13% of the stock is currently owned by institutional investors.

Key Stories Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft’s Build announcements suggest it is broadening its AI platform with proprietary models and agentic tools, which could reduce reliance on OpenAI and improve margins over time.
• Positive Sentiment: New partnerships and integrations with Nvidia, healthcare groups like Mayo Clinic, and third-party enterprise tools expand Microsoft’s ecosystem and may support future cloud demand.
• Positive Sentiment: Analyst and investor commentary remains constructive, with several reports arguing that Microsoft’s AI opportunity and Azure growth still look underappreciated. Article Title
• Neutral Sentiment: The company’s quantum-computing update and AI infrastructure ambitions are long-term catalysts, but they are not expected to contribute meaningfully to near-term earnings. Article Title
• Negative Sentiment: Some investors appear to be taking profits after the Build rally and remain cautious about Microsoft’s heavy AI spending and execution risk.
• Negative Sentiment: Judson Althoff’s disclosed share sale may add to short-term sentiment pressure, even though the transaction was relatively small compared with his remaining holdings. Article Title

Analyst Upgrades and Downgrades

Several research analysts recently commented on MSFT shares. China Renaissance reduced their price target on shares of Microsoft from $630.00 to $550.00 and set a "buy" rating on the stock in a research note on Monday, May 4th. William Blair reaffirmed an "outperform" rating on shares of Microsoft in a research note on Monday, March 9th. Benchmark reaffirmed 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. HSBC reduced their price target on shares of Microsoft from $593.00 to $571.00 in a research note on Thursday, April 30th. Finally, Oppenheimer reaffirmed an "outperform" rating and issued a $515.00 price target (down from $630.00) on shares of Microsoft in a research note on Monday, April 27th. Forty investment analysts have rated the stock with a Buy rating and seven have given a Hold rating to the stock. According to MarketBeat.com, the company currently has an average rating of "Moderate Buy" and an average target price of $561.20.

Microsoft Stock Performance

Shares of Microsoft stock opened at $427.34 on Thursday. The company has a market capitalization of $3.17 trillion, a PE ratio of 25.44, a P/E/G ratio of 1.59 and a beta of 1.11. The company has a 50-day simple moving average of $405.61 and a two-hundred day simple moving average of $432.76. Microsoft Corporation has a one year low of $356.28 and a one year high of $555.45. The company has a debt-to-equity ratio of 0.08, a quick ratio of 1.27 and a current ratio of 1.28.

Microsoft (NASDAQ:MSFT - Get Free Report) last released its quarterly 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 for the quarter, compared to analysts' expectations of $81.44 billion. Microsoft had a net margin of 39.34% and a return on equity of 31.94%. The company's revenue was up 18.3% compared to the same quarter last year. During the same period last year, the business earned $3.46 EPS. Research analysts expect that Microsoft Corporation will post 16.76 EPS for the current fiscal year.

Microsoft Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, June 11th. Shareholders of record on Thursday, May 21st will be paid a $0.91 dividend. This represents a $3.64 annualized dividend and a yield of 0.9%. The ex-dividend date is Thursday, May 21st. Microsoft's dividend payout ratio (DPR) is 21.67%.

Insider Buying and Selling at Microsoft

In other Microsoft news, CEO Judson Althoff sold 15,500 shares of the firm's stock in a transaction that occurred on Monday, June 1st. The shares were sold at an average price of $460.99, for a total value of $7,145,345.00. Following the completion of the sale, the chief executive officer directly owned 110,477 shares in the company, valued at $50,928,792.23. This trade represents a 12.30% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Amy Coleman sold 1,262 shares of the firm's stock in a transaction that occurred on 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. This trade represents a 2.67% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 29,083 shares of company stock worth $12,710,152 over the last three months. 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).

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.