Microsoft Corporation $MSFT is Cwm LLC's 9th Largest Position

Key Points

• Cwm LLC increased its Microsoft stake by 5.9% to 1,070,954 shares (worth $517.9M), making MSFT its ninth-largest holding and reflecting continued institutional buying amid ~71.1% institutional ownership.
• Microsoft reported strong Q3 results—revenue up 18.3% to $82.89B and EPS of $4.27 beating estimates—and analysts have lifted price targets (consensus "Moderate Buy", avg target $562.44), but a large AI-driven capex plan (~$190B) and potential shelving of the 2030 clean‑energy target pose near‑term margin and ESG risks.

Cwm LLC boosted its holdings in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 5.9% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 1,070,954 shares of the software giant's stock after buying an additional 60,024 shares during the quarter. Microsoft accounts for about 1.4% of Cwm LLC's portfolio, making the stock its 9th largest holding. Cwm LLC's holdings in Microsoft were worth $517,935,000 at the end of the most recent quarter.

A number of other institutional investors also recently bought and sold shares of MSFT. IRON Financial LLC boosted its position in Microsoft by 23.2% during the third quarter. IRON Financial LLC now owns 6,510 shares of the software giant's stock worth $3,372,000 after acquiring an additional 1,225 shares during the last quarter. PMG Family Office LLC acquired a new position in shares of Microsoft during the 3rd quarter valued at about $828,000. Trifecta Capital Advisors LLC boosted its position in shares of Microsoft by 2.3% during the 3rd quarter. Trifecta Capital Advisors LLC now owns 70,175 shares of the software giant's stock valued at $36,347,000 after acquiring an additional 1,572 shares during the last quarter. TD Waterhouse Canada Inc. boosted its position in shares of Microsoft by 1.0% during the 3rd quarter. TD Waterhouse Canada Inc. now owns 949,901 shares of the software giant's stock valued at $493,860,000 after acquiring an additional 9,700 shares during the last quarter. Finally, Weaver Capital Management LLC boosted its position in shares of Microsoft by 14.0% during the 3rd quarter. Weaver Capital Management LLC now owns 18,340 shares of the software giant's stock valued at $9,499,000 after acquiring an additional 2,247 shares during the last quarter. 71.13% of the stock is owned by hedge funds and other institutional investors.

Key Stories Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Top analyst price‑target upgrades lift sentiment; one note cited ~60% upside to a new street‑high target, supporting buy interest. Microsoft Stock Lands a New Street‑High Price Target
• Positive Sentiment: An influential research shop lifted its price target materially (Arete to $870), signaling strong conviction that AI/cloud execution will drive long‑term upside. Arete Research Boosts Microsoft Price Target
• Positive Sentiment: Q3 results continue to show robust AI/cloud revenue growth and EPS beats, underpinning the bull case for durable top‑line momentum. Microsoft Q3 Revenues Jump 18% on AI & Cloud
• Positive Sentiment: Institutional buying: Fisher Asset Management and other funds have increased stakes, which can provide support to the stock. Fisher Asset Management Boosts Microsoft Stake
• Neutral Sentiment: Xbox product pruning (Copilot discontinuation) trimmed consumer AI spend and was interpreted positively by some investors as discipline on unprofitable initiatives. Xbox Discontinues Copilot
• Neutral Sentiment: Street reaction is mixed: some firms trimmed targets but kept Buy ratings, reflecting split views on near‑term capex vs. long‑term AI growth. Here’s What the Street Thinks About Microsoft Post‑Earnings
• Negative Sentiment: Big AI data‑center buildout is driving a large ($190B) capex guide and discussions about shelving Microsoft’s 2030 hourly clean‑energy match target — a potential ESG/regulatory and reputational headwind. Microsoft May Shelve 2030 Clean Energy Target
• Negative Sentiment: Investors remain uneasy about the size and timing of AI spending; some analysts warn margin pressure and elevated capex could weigh on near‑term returns. Is Microsoft Stock an Undervalued Stock to Buy?
• Negative Sentiment: Security concern: reports of a new hacker group exploiting Microsoft Teams add short‑term risk around remediation costs and customer confidence in collaboration tools. New Hacker Group Exploits Teams

Microsoft Stock Up 1.7%

MSFT stock opened at $420.93 on Friday. The company's 50 day moving average price is $396.79 and its 200 day moving average price is $445.39. 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 Corporation has a fifty-two week low of $356.28 and a fifty-two week high of $555.45. The firm has a market capitalization of $3.13 trillion, a price-to-earnings ratio of 25.06, a PEG ratio of 1.49 and a beta of 1.10.

Microsoft (NASDAQ:MSFT - Get Free Report) last released its earnings results on Wednesday, April 29th. The software giant reported $4.27 earnings per share for the quarter, topping 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 firm had revenue of $82.89 billion for the quarter, compared to analyst estimates of $81.44 billion. During the same period in the prior year, the firm earned $3.46 earnings per share. The business's quarterly revenue was up 18.3% compared to the same quarter last year. On average, equities research analysts anticipate 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. Investors of record on Thursday, May 21st will be paid a dividend of $0.91 per share. 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 is presently 21.67%.

Insider Buying and Selling

In other news, Director John W. Stanton bought 5,000 shares of the business's stock in a transaction that occurred on Wednesday, February 18th. The shares were purchased at an average cost of $397.35 per share, for a total transaction of $1,986,750.00. Following the completion of the purchase, the director owned 83,905 shares of the company's stock, valued at approximately $33,339,651.75. This represents a 6.34% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP Kathleen T. Hogan sold 12,321 shares of the company's stock in a transaction that occurred on Friday, March 6th. The stock was 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. 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 corporate insiders.

Analyst Ratings Changes

Several research analysts have recently weighed in on MSFT shares. Wall Street Zen cut shares of Microsoft from a "buy" rating to a "hold" rating in a research report on Sunday, January 18th. Sanford C. Bernstein boosted their price target on shares of Microsoft from $641.00 to $646.00 and gave the company an "outperform" rating in a research report on Thursday, April 30th. HSBC lowered their price target on shares of Microsoft from $593.00 to $571.00 in a research report on Thursday, April 30th. Robert W. Baird lowered their price target on shares of Microsoft from $540.00 to $500.00 and set an "outperform" rating on the stock in a research report on Wednesday, April 15th. Finally, President Capital boosted their price target on shares of Microsoft from $500.00 to $520.00 and gave the company a "buy" rating in a research report on Thursday, April 30th. One analyst has rated the stock with a Strong Buy rating, thirty-eight have assigned a Buy rating and seven have assigned a Hold rating to the stock. According to data from MarketBeat, the stock presently has an average rating of "Moderate Buy" and a consensus price target of $562.44.

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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