Microsoft Corporation $MSFT is Cache Advisors LLC's 7th Largest Position

Key Points

• Cache Advisors LLC boosted its Microsoft stake by 12% in Q4 to 62,761 shares (worth $30.35 million), making MSFT its 7th largest holding and 3.7% of the fund's portfolio.
• Insider activity was mixed: Director John W. Stanton bought 5,000 shares at $397.35 while EVP Kathleen T. Hogan sold 12,321 shares at $409.52, signaling both insider conviction and partial trimming.
• Analysts remain broadly positive with a consensus rating of “Moderate Buy” (average target $575.34), while company news — including a roughly $18B Australia AI/cloud investment and a voluntary buyout program — creates a mix of long‑term upside and near‑term uncertainty ahead of upcoming earnings.

Cache Advisors LLC boosted its holdings in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 12.0% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 62,761 shares of the software giant's stock after purchasing an additional 6,714 shares during the quarter. Microsoft comprises 3.7% of Cache Advisors LLC's investment portfolio, making the stock its 7th largest holding. Cache Advisors LLC's holdings in Microsoft were worth $30,352,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently bought and sold shares of the business. Longfellow Investment Management Co. LLC raised its position in Microsoft by 51.3% during the 2nd quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant's stock worth $29,000 after buying an additional 20 shares during the last quarter. Bayforest Capital Ltd purchased a new position in Microsoft during the 3rd quarter worth $38,000. LSV Asset Management purchased a new position in Microsoft during the 4th quarter worth $44,000. Sellwood Investment Partners LLC purchased a new position in Microsoft during the 3rd quarter worth $49,000. Finally, Daytona Street Capital LLC purchased a new position in Microsoft during the 4th quarter worth $50,000. Hedge funds and other institutional investors own 71.13% of the company's stock.

Wall Street Analysts Forecast Growth

A number of brokerages have commented on MSFT. Robert W. Baird cut their price objective on shares of Microsoft from $540.00 to $500.00 and set an "outperform" rating for the company in a research report on Wednesday, April 15th. Royal Bank Of Canada restated an "outperform" rating on shares of Microsoft in a research report on Monday, March 2nd. Wall Street Zen downgraded shares of Microsoft from a "buy" rating to a "hold" rating in a research report on Sunday, January 18th. New Street Research upped their price objective on shares of Microsoft from $670.00 to $675.00 and gave the stock a "buy" rating in a research report on Tuesday, March 31st. Finally, Wedbush cut their price objective on shares of Microsoft from $625.00 to $575.00 and set an "outperform" rating for the company in a research report on Thursday, January 29th. Two analysts have rated the stock with a Strong Buy rating, thirty-eight have given a Buy rating and five have given a Hold rating to the company. According to data from MarketBeat, Microsoft currently has a consensus rating of "Moderate Buy" and an average price target of $575.34.

Insider Transactions at Microsoft

In related news, Director John W. Stanton purchased 5,000 shares of the business's stock in a transaction dated Wednesday, February 18th. The stock was acquired at an average price 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. This trade represents a 6.34% increase in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, 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 completion of the sale, the executive vice president directly owned 137,933 shares in the company, valued at approximately $56,486,322.16. The trade was a 8.20% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Company insiders own 0.03% of the company's stock.

Microsoft News Roundup

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft announced a roughly $18B investment in Australia to expand Azure AI supercomputing, cloud capacity, cybersecurity and upskilling — a major long‑term revenue and capacity commitment that supports the AI growth narrative. Microsoft to invest $18B in Australia to expand AI, cloud and digital infrastructure
• Positive Sentiment: High‑profile investor Michael Burry disclosed a new long position in MSFT, signaling conviction from a value‑oriented, headline‑driving buyer — this can attract other investors looking for a contrarian entry. Big Short Investor Michael Burry Opens New Position in Microsoft Stock (MSFT)
• Positive Sentiment: Analysts remain upbeat: Jefferies reaffirmed a Buy and other firms (Guggenheim, TD Cowen) have high price targets or bullish notes citing Copilot/Azure monetization, supporting upside sentiment into earnings. Jefferies gives a buy rating on Microsoft
• Positive Sentiment: Gaming/product signals: Xbox branding returned and leaked details of a cheaper Xbox Game Pass Starter Edition have lifted expectations for consumer engagement and subscription growth. Microsoft Gaming reverts to Xbox branding as part of new mission statement
• Neutral Sentiment: Upcoming catalyst: Microsoft reports fiscal Q3 results on April 29 — earnings will likely drive larger intraday moves as investors look for Azure growth, Copilot adoption and AI capex conversion. Microsoft Will Report Q3 Earnings on April 29
• Neutral Sentiment: Market context: Tech sector strength and broader AI‑led optimism are supporting MSFT alongside peers; short‑interest data in the feed is not meaningful (reported 0 shares). Sector Update: Tech Stocks Gain Late Afternoon
• Negative Sentiment: Cost/structure concerns: Microsoft launched its first‑ever voluntary buyout program (~7% of U.S. workforce) as it reshapes for AI — while aimed at efficiency, the move and public discussion of heavy AI capex have pressured sentiment and raised near‑term uncertainty. Microsoft plans first voluntary employee buyout in company's 51-year history
• Negative Sentiment: Investor worry over AI capital intensity and OpenAI dependence persists in commentary and some sell‑side notes, which could keep volatility elevated into earnings despite long‑term upside. Microsoft Is A Value Trap, OpenAI Dependence Could Backfire

Microsoft Stock Performance

Shares of MSFT opened at $424.54 on Friday. The company has a 50-day simple moving average of $393.48 and a 200-day simple moving average of $450.61. The company has a quick ratio of 1.38, a current ratio of 1.39 and a debt-to-equity ratio of 0.09. The company has a market capitalization of $3.15 trillion, a PE ratio of 26.55, a P/E/G ratio of 1.57 and a beta of 1.11. 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 announced its quarterly earnings results on Wednesday, January 28th. The software giant reported $4.14 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $3.86 by $0.28. The business had revenue of $81.27 billion during the quarter, compared to the consensus estimate of $80.28 billion. Microsoft had a net margin of 39.04% and a return on equity of 32.34%. The business's revenue was up 16.7% compared to the same quarter last year. During the same quarter last year, the firm posted $3.23 EPS. Equities research analysts predict that Microsoft Corporation will post 16.54 earnings per share for the current fiscal year.

Microsoft Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Thursday, June 11th. Stockholders 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 dividend yield of 0.9%. The ex-dividend date is Thursday, May 21st. Microsoft's dividend payout ratio (DPR) is currently 22.76%.

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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