Microsoft Corporation $MSFT Shares Acquired by Aigen Investment Management LP

Key Points

• Aigen Investment Management LP increased its Microsoft stake by 50.5% in the fourth quarter, making MSFT its largest holding at about 1.9% of the portfolio.
• Microsoft's latest quarterly results beat expectations, with EPS of $4.27 on revenue of $82.89 billion, while revenue rose 18.3% year over year.
• The company also declared a $0.91 quarterly dividend, payable Sept. 10, reinforcing its shareholder-return profile even as analysts maintain a generally bullish outlook.

Aigen Investment Management LP boosted its holdings in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 50.5% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 16,568 shares of the software giant's stock after purchasing an additional 5,561 shares during the period. Microsoft comprises about 1.9% of Aigen Investment Management LP's portfolio, making the stock its largest holding. Aigen Investment Management LP's holdings in Microsoft were worth $8,013,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in MSFT. PMG Family Office LLC acquired a new stake in shares of Microsoft in the 3rd quarter valued at approximately $828,000. Trifecta Capital Advisors LLC boosted its holdings in shares of Microsoft by 2.3% in the 3rd quarter. Trifecta Capital Advisors LLC now owns 70,175 shares of the software giant's stock valued at $36,347,000 after buying an additional 1,572 shares during the last quarter. TD Waterhouse Canada Inc. boosted its holdings in shares of Microsoft by 1.0% in the 3rd quarter. TD Waterhouse Canada Inc. now owns 949,901 shares of the software giant's stock valued at $493,860,000 after buying an additional 9,700 shares during the last quarter. Werba Rubin Papier Wealth Management boosted its holdings in shares of Microsoft by 15.7% in the 4th quarter. Werba Rubin Papier Wealth Management now owns 12,492 shares of the software giant's stock valued at $6,041,000 after buying an additional 1,698 shares during the last quarter. Finally, SG Americas Securities LLC boosted its holdings in shares of Microsoft by 2,332.1% in the 4th quarter. SG Americas Securities LLC now owns 6,746,017 shares of the software giant's stock valued at $3,262,509,000 after buying an additional 6,468,645 shares during the last quarter. 71.13% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

In related news, EVP Takeshi Numoto sold 4,500 shares of the firm's stock in a transaction on Wednesday, June 10th. The stock was sold at an average price of $402.84, for a total value of $1,812,780.00. Following the transaction, the executive vice president owned 47,468 shares in the company, valued at approximately $19,122,009.12. This trade represents a 8.66% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CEO Judson Althoff sold 15,500 shares of the firm's stock in a transaction on Monday, June 1st. The stock was sold at an average price of $460.99, for a total value of $7,145,345.00. Following the completion of the transaction, the chief executive officer owned 110,477 shares in the company, valued at $50,928,792.23. The trade was a 12.30% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 23,762 shares of company stock worth $10,508,361. Company insiders own 0.03% of the company's stock.

Microsoft Stock Up 0.1%

Shares of NASDAQ MSFT opened at $390.74 on Friday. 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 52 week low of $356.28 and a 52 week high of $555.45. The stock has a market capitalization of $2.90 trillion, a P/E ratio of 23.26, a PEG ratio of 1.41 and a beta of 1.11. The stock's fifty day moving average is $411.08 and its 200 day moving average is $428.95.

Microsoft (NASDAQ:MSFT - Get Free Report) last issued its quarterly earnings results on Wednesday, April 29th. The software giant reported $4.27 EPS for the quarter, topping analysts' consensus estimates of $4.06 by $0.21. Microsoft had a return on equity of 31.94% and a net margin of 39.34%.The company had revenue of $82.89 billion for the quarter, compared to analysts' expectations of $81.44 billion. During the same quarter last year, the business earned $3.46 earnings per share. Microsoft's revenue was up 18.3% on a year-over-year basis. Sell-side analysts forecast that Microsoft Corporation will post 16.76 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, September 10th. Investors of record on Thursday, August 20th will be given a $0.91 dividend. The ex-dividend date is Thursday, August 20th. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.9%. Microsoft's dividend payout ratio (DPR) is presently 21.67%.

Microsoft News Summary

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft’s broader AI and cloud story remains intact, with recent commentary highlighting strong Azure demand, continued Copilot momentum, and bullish analyst views that the stock is still attractive long term.
• Positive Sentiment: The company’s quarterly dividend of $0.91 per share reinforces Microsoft’s cash generation and shareholder-return profile.
• Neutral Sentiment: Satya Nadella’s comments about using AI more efficiently and Microsoft’s tighter controls on third-party AI tools like Anthropic’s Claude suggest a focus on governance and cost discipline rather than a direct business setback.
• Negative Sentiment: Reports that Microsoft is weighing a spinoff or restructuring of Xbox, along with expected layoffs and budget cuts, are the biggest near-term headwind and are likely weighing on sentiment around the stock.
• Negative Sentiment: Additional reports of job cuts in Microsoft’s Azure unit in China and broader worries about AI infrastructure spending are adding caution about near-term execution and profitability.

Analysts Set New Price Targets

Several equities research analysts have issued reports on MSFT shares. Evercore cut their price target on Microsoft from $580.00 to $510.00 and set an "outperform" rating for the company in a report on Thursday, April 30th. UBS Group reaffirmed a "buy" rating on shares of Microsoft in a report on Friday, April 24th. Truist Financial cut their price target on Microsoft from $675.00 to $575.00 and set a "buy" rating for the company in a report on Thursday, April 30th. Guggenheim reaffirmed a "buy" rating and set a $586.00 price target on shares of Microsoft in a report on Thursday, April 30th. Finally, DA Davidson cut their price target on Microsoft from $650.00 to $550.00 and set a "buy" rating for the company in a report on Thursday, April 30th. Forty-one equities research analysts have rated the stock with a Buy rating and six have given a Hold rating to the company. Based on data from MarketBeat, the company has an average rating of "Moderate Buy" and an average target price of $561.20.

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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