Luma Capital S.A. SPF Buys New Shares in Microsoft Corporation $MSFT

Key Points

• Luma Capital S.A. SPF bought 20,500 new shares of Microsoft worth roughly $9.914 million, making MSFT about 9.3% of its holdings and its fifth-largest position.
• Microsoft posted a Q3 beat — $4.27 EPS vs. $4.06 expected and $82.89B revenue (up 18.3% YoY) — but raised 2026 capex guidance toward ~$190B and disclosed near-term charges, prompting investor concern and mixed analyst responses.
• The company declared a $0.91 quarterly dividend (annualized $3.64, ~0.9% yield); analysts are mostly positive (average rating "Moderate Buy" and average price target ~$558.67) and institutional investors own about 71% of the stock.

Luma Capital S.A. SPF bought a new position in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm bought 20,500 shares of the software giant's stock, valued at approximately $9,914,000. Microsoft makes up about 9.3% of Luma Capital S.A. SPF's holdings, making the stock its 5th largest holding.

Several other hedge funds have also recently added to or reduced their stakes in MSFT. WFA Asset Management Corp raised its position in shares of Microsoft by 27.0% during the first quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant's stock worth $427,000 after purchasing an additional 216 shares during the period. Ironwood Wealth Management LLC. boosted its position in shares of Microsoft by 0.3% in the 2nd quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant's stock valued at $5,658,000 after purchasing an additional 38 shares during the period. Discipline Wealth Solutions LLC increased its stake in Microsoft by 410.4% in the 3rd quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant's stock worth $1,144,000 after purchasing an additional 2,138 shares in the last quarter. Wealth Group Ltd. increased its stake in Microsoft by 1.2% in the 4th quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant's stock worth $1,000,000 after purchasing an additional 28 shares in the last quarter. Finally, Eagle Capital Management LLC raised its holdings in Microsoft by 0.4% during the 4th quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant's stock worth $9,735,000 after buying an additional 96 shares during the period. Institutional investors and hedge funds own 71.13% of the company's stock.

Microsoft Stock Performance

MSFT opened at $407.78 on Friday. The company has a debt-to-equity ratio of 0.09, a quick ratio of 1.38 and a current ratio of 1.39. The company has a market cap of $3.03 trillion, a PE ratio of 24.27, a price-to-earnings-growth ratio of 1.60 and a beta of 1.11. The stock has a 50-day moving average of $395.28 and a 200-day moving average of $448.37. Microsoft Corporation has a 52-week low of $356.28 and a 52-week high of $555.45.

Microsoft (NASDAQ:MSFT - Get Free Report) last issued its quarterly earnings data 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. Microsoft had a return on equity of 33.00% and a net margin of 39.34%.The business had revenue of $82.89 billion for the quarter, compared to the consensus estimate of $81.44 billion. During the same period last year, the business earned $3.46 EPS. The firm's revenue was up 18.3% compared to the same quarter last year. As a group, equities research analysts forecast that Microsoft Corporation will post 16.54 earnings per share for the current fiscal 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 of this dividend is Thursday, May 21st. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.9%. Microsoft's dividend payout ratio (DPR) is currently 22.76%.

More Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Q3 beat and AI/cloud momentum — MSFT beat EPS and revenue expectations, Azure/cloud growth accelerated ~40% and management cited an AI revenue run‑rate near $37B, supporting the long‑term growth story. Microsoft Q3 press release and transcript
• Positive Sentiment: Analysts largely remain bullish — multiple firms reaffirmed Buy/Outperform ratings and some raised targets (Wells Fargo, Piper Sandler and others), reflecting confidence in Azure and AI monetization. Microsoft Wins Buy Rating on Strong AI-Driven Cloud Momentum
• Positive Sentiment: Product traction: Copilot & LinkedIn monetization — management said paid Copilot users and LinkedIn AI hiring products are scaling, which supports higher recurring AI revenue potential. Microsoft says it has over 20m paid Copilot users
• Neutral Sentiment: Wall Street is split — some firms trimmed targets on valuation/spending concerns while others lifted targets on stronger AI monetization; expect continued divergent analyst commentary and price‑target revisions. Wall Street Splits on Microsoft After Earnings
• Neutral Sentiment: Options activity shows speculative bullish interest — unusually large call volume suggests some traders are betting on a rebound even as the stock trades lower (this can amplify intraday moves).
• Negative Sentiment: Heavy capex & margin/cash‑flow concerns — MSFT raised 2026 capex guidance toward ~\$190B and noted a meaningful jump in infrastructure spending; investors sold into the beat, fearing pressure on free cash flow and near‑term returns. Microsoft Falls 5% Despite Q3 Beat: Why $190 Billion in AI Spending Has Investors Worried
• Negative Sentiment: Near‑term target trims and one‑time charges — several firms trimmed targets and Microsoft disclosed charges (e.g., voluntary retirement program) and other near‑term costs, adding to headline risk. Cantor Fitzgerald Cuts Microsoft Price Target

Analyst Upgrades and Downgrades

A number of analysts have commented on MSFT shares. Melius Research set a $430.00 target price on shares of Microsoft in a report on Monday, February 9th. William Blair restated an "outperform" rating on shares of Microsoft in a report on Monday, March 9th. Mizuho reduced their price target on shares of Microsoft from $620.00 to $515.00 and set an "outperform" rating for the company in a research report on Tuesday, April 14th. Evercore decreased their price objective on shares of Microsoft from $580.00 to $510.00 and set an "outperform" rating for the company in a research note on Thursday. Finally, Barclays cut their target price on shares of Microsoft from $600.00 to $545.00 and set an "overweight" rating on the stock in a research note on Thursday. One analyst has rated the stock with a Strong Buy rating, thirty-eight have assigned a Buy rating and five have issued a Hold rating to the company. According to data from MarketBeat, the company presently has an average rating of "Moderate Buy" and an average price target of $558.67.

Insiders Place Their Bets

In other news, Director John W. Stanton acquired 5,000 shares of the firm's stock in a transaction that occurred on Wednesday, February 18th. The stock was acquired at an average cost of $397.35 per share, with a total value of $1,986,750.00. Following the acquisition, the director owned 83,905 shares in the company, valued at approximately $33,339,651.75. This represents a 6.34% increase in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Kathleen T. Hogan sold 12,321 shares of the firm's 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 in the company, valued at $56,486,322.16. The trade was a 8.20% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 0.03% of the stock is currently 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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