Microsoft Corporation $MSFT Shares Acquired by Shaker Investments LLC OH

Key Points

• Shaker Investments LLC OH increased its Microsoft stake by 28.9% in the fourth quarter, buying 4,737 additional shares and bringing its total holdings to 21,121 shares worth about $10.2 million.
• Recent news flow around Microsoft has been mostly positive, led by a $9.7 billion Pentagon contract and bullish commentary on its AI monetization prospects, including Azure, Copilot, and a potential Anthropic partnership.
• Microsoft reported strong quarterly results, with earnings and revenue both beating estimates, while Wall Street remains largely constructive on the stock with an average Moderate Buy rating and a consensus price target of $560.88.

Shaker Investments LLC OH increased its holdings in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 28.9% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 21,121 shares of the software giant's stock after purchasing an additional 4,737 shares during the period. Microsoft makes up about 4.2% of Shaker Investments LLC OH's holdings, making the stock its 5th biggest position. Shaker Investments LLC OH's holdings in Microsoft were worth $10,215,000 as of its most recent SEC filing.

Several other large investors have also added to or reduced their stakes in MSFT. IRON Financial LLC boosted its position in Microsoft by 23.2% in the third quarter. IRON Financial LLC now owns 6,510 shares of the software giant's stock worth $3,372,000 after purchasing an additional 1,225 shares during the last quarter. PMG Family Office LLC purchased a new position in Microsoft in the third quarter worth $828,000. Trifecta Capital Advisors LLC boosted its position in Microsoft by 2.3% in 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 during the last quarter. TD Waterhouse Canada Inc. boosted its position in Microsoft by 1.0% in the third quarter. TD Waterhouse Canada Inc. now owns 949,901 shares of the software giant's stock worth $493,860,000 after purchasing an additional 9,700 shares during the last quarter. Finally, Werba Rubin Papier Wealth Management boosted its position in Microsoft by 15.7% in the fourth quarter. Werba Rubin Papier Wealth Management now owns 12,492 shares of the software giant's stock worth $6,041,000 after purchasing an additional 1,698 shares during the last quarter. Institutional investors and hedge funds own 71.13% of the company's stock.

Insiders Place Their Bets

In related news, EVP Amy Coleman sold 1,262 shares of the business's stock in a transaction on Thursday, May 14th. The stock was sold at an average price of $411.34, for a total transaction of $519,111.08. Following the sale, 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 transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, EVP Kathleen T. Hogan sold 12,321 shares of the business's stock in a transaction dated Friday, March 6th. The stock was sold at an average price of $409.52, for a total value of $5,045,695.92. Following the transaction, the executive vice president owned 137,933 shares of the company's stock, 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. Insiders own 0.03% of the company's stock.

More Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: The biggest catalyst was a $9.7 billion Pentagon contract to consolidate Microsoft and other software licenses into one vehicle, which should streamline federal procurement and reinforce Microsoft’s government software footprint. Pentagon awards Microsoft $9.7 billion deal in bid to cut costs, end license sprawl
• Positive Sentiment: Multiple reports said HSBC sees Microsoft’s Anthropic partnership as potentially worth up to $43 billion in annual revenue by 2030, lifting optimism around Azure and Microsoft’s AI monetization path. Is Microsoft ditching OpenAI for Anthropic?
• Positive Sentiment: KeyBanc reiterated an Overweight rating, citing continued strength in Azure and Copilot, while other analyst notes argued Wall Street may be underestimating Microsoft’s AI revenue potential. KeyBanc Reiterates Overweight Rating on Microsoft (MSFT) on Azure and Copilot Growth
• Positive Sentiment: HP’s earnings beat, driven in part by the Windows 11 refresh cycle and AI PC demand, indirectly supports Microsoft by signaling healthy PC upgrade activity around its ecosystem. HP beats revenue, profit estimates as AI PC and Windows 11 refresh boost demand
• Neutral Sentiment: Several items were broadly supportive of Microsoft’s AI strategy, including partner integrations around Microsoft Marketplace, Microsoft Foundry, and Microsoft Dynamics 365, but these are more incremental ecosystem updates than major stock-moving events.
• Negative Sentiment: Some commentary focused on near-term concerns around Microsoft’s heavy AI infrastructure spending and rising compute costs, with a few pieces arguing the stock remains under pressure despite the earnings beat. Cost of Compute is Far Beyond the Costs of the Employees: Microsoft Stock NASDAQ: MSFT Slips as the Achilles Heel is Found
• Negative Sentiment: There were also reports that Dan Loeb’s Third Point exited Microsoft, which may add to investor caution even as longer-term AI enthusiasm remains intact. Billionaire Dan Loeb Cashed Out of Microsoft Stock. Shares Are Down 14.2% YTD.

Microsoft Stock Performance

NASDAQ:MSFT opened at $412.67 on Thursday. 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 firm has a market cap of $3.07 trillion, a price-to-earnings ratio of 24.56, a PEG ratio of 1.50 and a beta of 1.10. The business's fifty day moving average is $400.37 and its 200 day moving average is $435.01.

Microsoft (NASDAQ:MSFT - Get Free Report) last released its quarterly earnings data on Wednesday, April 29th. The software giant reported $4.27 earnings per share (EPS) for the quarter, beating 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 analyst estimates of $81.44 billion. During the same period in the previous year, the company posted $3.46 EPS. The firm's revenue for the quarter was up 18.3% compared to the same quarter last year. Research analysts predict that Microsoft Corporation will post 16.76 EPS for the current year.

Microsoft Dividend Announcement

The business also recently disclosed 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 payout ratio is presently 21.67%.

Wall Street Analyst Weigh In

Several research firms have weighed in on MSFT. Sanford C. Bernstein boosted their price objective on Microsoft from $641.00 to $646.00 and gave the stock an "outperform" rating in a research report on Thursday, April 30th. TD Cowen raised Microsoft from a "buy" rating to a "hold" rating in a research report on Tuesday, May 5th. The Goldman Sachs Group reissued a "buy" rating on shares of Microsoft in a research report on Thursday, April 30th. UBS Group reissued a "buy" rating on shares of Microsoft in a research report on Friday, April 24th. Finally, Jefferies Financial Group reissued a "buy" rating on shares of Microsoft in a research report on Monday, May 4th. Thirty-nine investment analysts have rated the stock with a Buy rating and seven have given a Hold rating to the company's stock. According to data from MarketBeat.com, Microsoft has an average rating of "Moderate Buy" and a consensus price target of $560.88.

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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