Microsoft Corporation $MSFT is Aspiring Ventures LLC's 4th Largest Position

Key Points

• Aspiring Ventures LLC boosted its Microsoft stake by 158.6% in the fourth quarter, bringing its holdings to 14,576 shares worth about $7.05 million. Microsoft is now the fund’s 4th largest position.
• Microsoft reported strong quarterly results, with earnings of $4.27 per share versus $4.06 expected and revenue of $82.89 billion, topping estimates and rising 18.3% year over year.
• Wall Street remains broadly bullish: the stock has a Moderate Buy consensus rating and an average price target of $562.69, though some headlines note concerns that Microsoft may have less upside from OpenAI than previously expected due to a capped revenue-sharing deal.

Aspiring Ventures LLC lifted its holdings in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 158.6% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 14,576 shares of the software giant's stock after purchasing an additional 8,939 shares during the period. Microsoft comprises 2.4% of Aspiring Ventures LLC's holdings, making the stock its 4th biggest position. Aspiring Ventures LLC's holdings in Microsoft were worth $7,049,000 as of its most recent SEC filing.

Several other hedge funds have also recently modified their holdings of MSFT. BLVD Private Wealth LLC increased its stake in shares of Microsoft by 0.6% in the third quarter. BLVD Private Wealth LLC now owns 3,169 shares of the software giant's stock worth $1,641,000 after acquiring an additional 19 shares during the period. Magnolia Capital Management Ltd. increased its stake in shares of Microsoft by 0.3% in the third quarter. Magnolia Capital Management Ltd. now owns 6,509 shares of the software giant's stock worth $3,371,000 after acquiring an additional 20 shares during the period. ARK & TLK Investments LLC increased its stake in shares of Microsoft by 1.0% in the third quarter. ARK & TLK Investments LLC now owns 1,935 shares of the software giant's stock worth $1,002,000 after acquiring an additional 20 shares during the period. Rochester Wealth Strategies LLC increased its stake in shares of Microsoft by 2.9% in the third quarter. Rochester Wealth Strategies LLC now owns 700 shares of the software giant's stock worth $363,000 after acquiring an additional 20 shares during the period. Finally, Longfellow Investment Management Co. LLC increased its stake in shares of Microsoft by 51.3% in the second quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant's stock worth $29,000 after acquiring an additional 20 shares during the period. Hedge funds and other institutional investors own 71.13% of the company's stock.

Insider Activity at Microsoft

In other news, EVP Kathleen T. Hogan sold 12,321 shares of the firm's stock in a transaction that occurred on Friday, March 6th. The shares were sold at an average price of $409.52, for a total value of $5,045,695.92. Following the completion of the transaction, the executive vice president owned 137,933 shares of the company's stock, valued at approximately $56,486,322.16. This trade represents a 8.20% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, Director John W. Stanton acquired 5,000 shares of the stock in a transaction dated 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 purchase, the director owned 83,905 shares of the company's stock, valued at approximately $33,339,651.75. This trade represents a 6.34% increase in their position. The SEC filing for this purchase provides additional information. Company insiders own 0.03% of the company's stock.

More Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Analysts and market commentary continued to argue that Microsoft remains a long-term AI winner, with several notes saying the stock still looks undervalued and that its AI/Cloud thesis remains intact. Microsoft’s (MSFT) Q3 Revealed 3 Things that Matter for the AI Bull Case
• Positive Sentiment: Microsoft CEO Satya Nadella’s testimony in the Musk v. Altman trial reinforced Microsoft’s early backing of OpenAI and its expected payoff from that investment, which some investors view as supportive of the company’s AI strategy. OpenAI to cap Microsoft revenue-sharing at $38 billion, The Information reports
• Positive Sentiment: OpenAI reportedly capped revenue-sharing payments to Microsoft at $38 billion through 2030, which may be read as a structural clarification that still preserves a major economic relationship while supporting OpenAI’s IPO path. Microsoft secures structural wins in OpenAI revenue cap deal, Wedbush says
• Neutral Sentiment: Microsoft was mentioned in broader AI-market commentary about whether AI spending is generating enough ROI, which adds to sentiment volatility but does not directly change fundamentals. Chamath Warns Companies Must Prove ROI from AI Within ‘500 Days’
• Neutral Sentiment: Several reports focused on Microsoft’s role in OpenAI’s founding and governance in the Musk lawsuit; these headlines keep the stock in the news, but the market impact is mostly indirect unless they lead to regulatory or contractual changes. How Much Power Did Microsoft Have Over OpenAI?
• Negative Sentiment: The biggest near-term overhang is the perception that Microsoft may have less upside from OpenAI than previously assumed, after reports that revenue-sharing is capped far below earlier projections. OpenAI to cap Microsoft revenue-sharing at $38 billion, The Information reports
• Negative Sentiment: Nadella’s testimony in the Musk trial also highlighted how closely Microsoft is tied to OpenAI’s governance fight, keeping legal and reputational risks in focus for investors. Microsoft CEO Satya Nadella takes stand in Musk v. Altman trial

Microsoft Price Performance

Microsoft stock opened at $407.77 on Wednesday. Microsoft Corporation has a 12-month low of $356.28 and a 12-month high of $555.45. The stock has a market cap of $3.03 trillion, a P/E ratio of 24.27, a PEG ratio of 1.49 and a beta of 1.10. The company has a 50-day moving average price of $397.60 and a 200 day moving average price of $443.14. 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 (NASDAQ:MSFT - Get Free Report) last announced 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. Microsoft had a net margin of 39.34% and a return on equity of 31.94%. The business had revenue of $82.89 billion during the quarter, compared to analysts' expectations of $81.44 billion. During the same period last year, the business earned $3.46 earnings per share. The business's revenue for the quarter was up 18.3% on a year-over-year basis. Sell-side analysts anticipate that Microsoft Corporation will post 16.76 earnings per share for the current year.

Microsoft Dividend Announcement

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

Wall Street Analyst Weigh In

A number of brokerages recently issued reports on MSFT. Arete Research increased their price target on shares of Microsoft from $730.00 to $870.00 and gave the stock a "buy" rating in a report on Tuesday, May 5th. Daiwa Securities Group lowered their price target on shares of Microsoft from $630.00 to $600.00 and set a "buy" rating on the stock in a report on Wednesday, February 4th. Piper Sandler increased their price target on shares of Microsoft from $500.00 to $540.00 and gave the stock an "overweight" rating in a report on Thursday, April 30th. Mizuho lowered their price target on shares of Microsoft from $620.00 to $515.00 and set an "outperform" rating on the stock in a report on Tuesday, April 14th. Finally, DZ Bank reissued a "buy" rating on shares of Microsoft in a report on Thursday, April 30th. One research analyst has rated the stock with a Strong Buy rating, thirty-eight have given a Buy rating and seven have assigned a Hold rating to the stock. According to data from MarketBeat, Microsoft has an average rating of "Moderate Buy" and a consensus price target of $562.69.

Microsoft 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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