M. Kulyk & Associates LLC Acquires 1,788 Shares of Microsoft Corporation $MSFT

Key Points

• M. Kulyk & Associates LLC increased its Microsoft stake by 4.1%, buying 1,788 shares to hold 45,023 shares worth $21.77 million, making MSFT 4.2% of its portfolio and its fifth-largest position.
• Microsoft beat quarterly estimates (EPS $4.14; revenue $81.27B, +16.7% YoY) but faces investor concerns over very large AI capital spending (reported ~ $30B per quarter), slowing Copilot adoption and targeted hiring freezes, fueling mixed sentiment and downward price pressure.
• The company announced a quarterly dividend of $0.91 (annualized $3.64; ex-dividend May 21) and holds a consensus analyst rating of Moderate Buy with an average price target near $589.

M. Kulyk & Associates LLC increased its stake in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 4.1% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 45,023 shares of the software giant's stock after purchasing an additional 1,788 shares during the quarter. Microsoft accounts for 4.2% of M. Kulyk & Associates LLC's investment portfolio, making the stock its 5th largest position. M. Kulyk & Associates LLC's holdings in Microsoft were worth $21,774,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors have also recently made changes to their positions in the stock. Longfellow Investment Management Co. LLC raised its holdings in Microsoft by 51.3% during the second quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant's stock worth $29,000 after purchasing an additional 20 shares during the last quarter. Bayforest Capital Ltd acquired a new stake in Microsoft in the third quarter valued at $38,000. Sellwood Investment Partners LLC acquired a new stake in Microsoft in the third quarter valued at $49,000. University of Illinois Foundation purchased a new position in shares of Microsoft in the second quarter valued at $50,000. Finally, Stance Capital LLC purchased a new position in shares of Microsoft in the third quarter valued at $54,000. Institutional investors and hedge funds own 71.13% of the company's stock.

Key Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Some Wall Street analysts still see large upside for MSFT, arguing the pullback may be overdone and presenting a buying opportunity for long‑term investors. Wall Street Says Microsoft Stock Has 89% Rebound Potential
• Positive Sentiment: Fundamental revenue drivers remain: LinkedIn ad growth and marketing solutions are cited as near‑term revenue positives that help offset AI spending concerns. Microsoft Benefits From LinkedIn Ad Growth: More Upside Ahead?
• Neutral Sentiment: Microsoft has implemented targeted hiring freezes in major cloud and North American sales groups while keeping AI and engineering hiring active — a cost‑management move that highlights prioritization of AI infrastructure but leaves uncertainty over near‑term sales execution. Microsoft freezes hiring in major cloud, sales groups, The Information reports
• Neutral Sentiment: Infrastructure expansion continues: third‑party partner Crusoe announced a 900 MW AI campus in Abilene, Texas to support large‑scale workloads for Microsoft — this reinforces demand for hyperscale capacity even as investors debate ROI timing. Crusoe Announces New 900 MW AI Factory Campus in Abilene, Texas to Support Microsoft AI Infrastructure
• Negative Sentiment: Market narrative has flipped: analysts and commentary say Microsoft is “losing the AI narrative,” and technical indicators show the stock at decade‑low oversold levels — fueling momentum selling. Microsoft’s stock hasn’t been this oversold in a decade, with the tech giant ‘really losing the AI narrative’
• Negative Sentiment: Heavy AI capex and execution concerns: multiple reports highlight Microsoft’s very large AI spending (reports cite ~$30B per quarter-level scale), slowing Copilot adoption vs. expectations, and the stock is on track for its worst quarter since 2008 — pressuring valuations and near‑term sentiment. Microsoft Is Down 24% This Year While Spending $30B a Quarter on AI
• Negative Sentiment: Competitive and strategic risks are rising: OpenAI and other AI firms (including reports of Anthropic eyeing an IPO) are evolving relationships and competition that could reduce Microsoft’s exclusive leverage in parts of the AI stack. Anthropic eyes IPO, Microsoft stock set for worst quarter since 2008

Microsoft Price Performance

MSFT opened at $356.77 on Friday. Microsoft Corporation has a 52-week low of $344.79 and a 52-week high of $555.45. The company has a 50 day moving average of $409.36 and a two-hundred day moving average of $467.65. The company has a market cap of $2.65 trillion, a P/E ratio of 22.31, a P/E/G ratio of 1.39 and a beta of 1.10. The company has a quick ratio of 1.38, a current ratio of 1.39 and a debt-to-equity ratio of 0.09.

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

Microsoft Announces Dividend

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

Analyst Ratings Changes

A number of research firms recently issued reports on MSFT. The Goldman Sachs Group reaffirmed a "buy" rating on shares of Microsoft in a research note on Thursday, February 12th. Barclays reissued an "overweight" rating on shares of Microsoft in a research report on Monday, March 9th. Bank of America assumed coverage on Microsoft in a research report on Tuesday. They issued a "buy" rating and a $500.00 price objective on the stock. Wall Street Zen lowered Microsoft from a "buy" rating to a "hold" rating in a research note on Sunday, January 18th. Finally, Deutsche Bank Aktiengesellschaft dropped their price objective on Microsoft from $630.00 to $575.00 and set a "buy" rating for the company in a research report on Thursday, January 29th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-eight have issued a Buy rating and five have assigned a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and an average price target of $588.97.

Insiders Place Their Bets

In related news, EVP Kathleen T. Hogan sold 12,321 shares of the stock in a transaction dated 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 sale, the executive vice president owned 137,933 shares in the company, valued at $56,486,322.16. This represents a 8.20% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director John W. Stanton bought 5,000 shares of the business's stock in a transaction on Wednesday, February 18th. The stock was acquired at an average cost of $397.35 per share, for a total transaction of $1,986,750.00. Following the acquisition, the director directly owned 83,905 shares of the company's stock, valued at $33,339,651.75. The trade was a 6.34% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. 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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