Microsoft Corporation $MSFT Shares Acquired by Auto Owners Insurance Co

Key Points

• Auto Owners Insurance Co dramatically increased its Microsoft stake in the fourth quarter, now holding about 60.1 million shares worth roughly $29.1 billion. Microsoft is now its fourth-largest position and makes up 7.0% of its portfolio.
• Microsoft continues to draw strong institutional interest, with hedge funds and other investors making notable additions to their positions. Institutional ownership overall stands at 71.13% of the company’s stock.
• Recent company news is largely centered on AI and infrastructure, including a 20-year power deal with Chevron to support Microsoft’s AI and cloud data centers. The article also notes some legal headline risk tied to Copilot-related class-action claims, though Microsoft’s latest earnings and dividend remain solid.

Auto Owners Insurance Co grew its holdings in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 56,160.8% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 60,116,384 shares of the software giant's stock after acquiring an additional 60,009,531 shares during the period. Microsoft comprises 7.0% of Auto Owners Insurance Co's holdings, making the stock its 4th biggest position. Auto Owners Insurance Co owned about 0.81% of Microsoft worth $29,073,486,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently made changes to their positions in the company. PMG Family Office LLC purchased a new position in shares of Microsoft in the 3rd quarter valued at about $828,000. Trifecta Capital Advisors LLC boosted its position in Microsoft by 2.3% during the third quarter. Trifecta Capital Advisors LLC now owns 70,175 shares of the software giant's stock worth $36,347,000 after purchasing an additional 1,572 shares in the last quarter. TD Waterhouse Canada Inc. grew its holdings in Microsoft by 1.0% in the third quarter. TD Waterhouse Canada Inc. now owns 949,901 shares of the software giant's stock valued at $493,860,000 after purchasing an additional 9,700 shares during the period. Werba Rubin Papier Wealth Management increased its position in shares of Microsoft by 15.7% in the fourth 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 in the last quarter. Finally, SG Americas Securities LLC increased its holdings in 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 worth $3,262,509,000 after acquiring an additional 6,468,645 shares in the last quarter. Institutional investors and hedge funds own 71.13% of the company's stock.

Microsoft News Summary

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft and Chevron announced a 20-year agreement to build Project Kilby, a 2.67-gigawatt natural-gas-powered facility in West Texas to support Microsoft’s AI and cloud data centers, reinforcing long-term demand for Microsoft’s AI infrastructure. Reuters article on Chevron signs power supply deal with Microsoft for Texas data center
• Positive Sentiment: Microsoft’s CEO Satya Nadella called for broader AI access, lower-cost models, and more emphasis on trust and choice, which supports the case that Microsoft is positioning itself to compete beyond the expensive frontier-model race. Yahoo Finance article on Microsoft CEO Calls for Broader AI Access
• Neutral Sentiment: Microsoft was cited as part of a broader Big Tech pullback tied to AI sector rotation and regulatory overhang, suggesting the stock is being dragged by the group rather than by company-specific operating news. Yahoo Finance article on US Equity Indexes Mixed Amid Steep Decline in Communication Services
• Neutral Sentiment: Multiple investor-rights firms announced or promoted a securities class action against Microsoft related to alleged Copilot-related disclosures, adding headline risk but not yet changing the underlying business outlook. GlobeNewswire article on MSFT Alert
• Negative Sentiment: New class-action headlines around Microsoft’s Copilot issues and alleged investor harm may weigh on sentiment by increasing legal uncertainty and keeping attention on prior stock declines. PR Newswire article on MSFT Stockholder Alert

Insiders Place Their Bets

In other news, EVP Takeshi Numoto sold 4,500 shares of Microsoft stock in a transaction on Wednesday, June 10th. The stock was sold at an average price of $402.84, for a total transaction of $1,812,780.00. Following the transaction, the executive vice president owned 47,468 shares in the company, valued at $19,122,009.12. The trade was a 8.66% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Amy Coleman sold 1,262 shares of the business's stock in a transaction dated Thursday, May 14th. The shares were sold at an average price of $411.34, for a total transaction of $519,111.08. Following the transaction, the executive vice president directly owned 46,003 shares in the company, valued at approximately $18,922,874.02. The trade was a 2.67% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 23,762 shares of company stock valued at $10,508,361 in the last three months. 0.03% of the stock is currently owned by insiders.

Microsoft Price Performance

MSFT stock opened at $367.34 on Tuesday. Microsoft Corporation has a 1 year low of $356.28 and a 1 year high of $555.45. The company has a debt-to-equity ratio of 0.08, a current ratio of 1.28 and a quick ratio of 1.27. The firm has a market capitalization of $2.73 trillion, a PE ratio of 21.87, a price-to-earnings-growth ratio of 1.37 and a beta of 1.11. The business has a 50 day simple moving average of $412.26 and a 200-day simple moving average of $424.28.

Microsoft (NASDAQ:MSFT - Get Free Report) last announced its quarterly earnings data 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 firm had revenue of $82.89 billion for the quarter, compared to the consensus estimate of $81.44 billion. During the same quarter last year, the business posted $3.46 earnings per share. The firm's revenue was up 18.3% compared to the same quarter last year. Equities research analysts anticipate that Microsoft Corporation will post 16.76 earnings per share for the current fiscal year.

Microsoft Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Thursday, August 20th will be paid a $0.91 dividend. The ex-dividend date of this dividend is Thursday, August 20th. This represents a $3.64 dividend on an annualized basis and a dividend yield of 1.0%. Microsoft's dividend payout ratio (DPR) is 21.67%.

Analyst Upgrades and Downgrades

Several research firms have issued reports on MSFT. HSBC decreased their price objective on shares of Microsoft from $593.00 to $571.00 in a report on Thursday, April 30th. Arete Research upped their price target on shares of Microsoft from $730.00 to $870.00 and gave the stock a "buy" rating in a research report on Tuesday, May 5th. Raymond James Financial lowered shares of Microsoft from a "market perform" rating to a "market perform" rating in a research note on Tuesday, May 5th. Citigroup started coverage on Microsoft in a report on Monday, June 1st. They issued a "market outperform" rating on the stock. Finally, Wedbush reiterated an "outperform" rating and set a $575.00 price objective on shares of Microsoft in a research note on Wednesday, May 13th. Forty-one equities research analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of "Moderate Buy" and a consensus price target 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).

Want to see what other hedge funds are holding MSFT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Microsoft Corporation (NASDAQ:MSFT - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.