Microsoft Corporation $MSFT Shares Bought by Calamos Wealth Management LLC

Calamos Wealth Management LLC lifted its holdings in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 6.5% in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 292,289 shares of the software giant's stock after acquiring an additional 17,752 shares during the quarter. Microsoft makes up about 3.7% of Calamos Wealth Management LLC's portfolio, making the stock its 6th biggest holding. Calamos Wealth Management LLC's holdings in Microsoft were worth $108,197,000 at the end of the most recent quarter.

A number of other institutional investors have also made changes to their positions in MSFT. Longfellow Investment Management Co. LLC lifted its stake in shares of 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. Bernzott Capital Advisors acquired a new position in Microsoft in the 4th quarter valued at about $34,000. Timmons Wealth Management LLC acquired a new position in Microsoft in the 4th quarter valued at about $36,000. Fairway Wealth LLC raised its holdings in Microsoft by 287.0% in the 4th quarter. Fairway Wealth LLC now owns 89 shares of the software giant's stock valued at $43,000 after acquiring an additional 66 shares during the period. Finally, LSV Asset Management bought a new position in Microsoft in the 4th quarter valued at about $44,000. 71.13% of the stock is owned by institutional investors and hedge funds.

Microsoft Stock Performance

Shares of NASDAQ:MSFT opened at $390.54 on Thursday. Microsoft Corporation has a 12-month low of $349.20 and a 12-month high of $555.45. The company's 50 day moving average price is $396.43 and its two-hundred day moving average price is $405.74. The firm has a market cap of $2.90 trillion, a PE ratio of 23.25, a PEG ratio of 1.20 and a beta of 1.13. The company has a quick ratio of 1.27, a current ratio of 1.28 and a debt-to-equity ratio of 0.08.

Microsoft (NASDAQ:MSFT - Get Free Report) last released its quarterly earnings results on Wednesday, July 29th. The software giant reported $4.74 earnings per share for the quarter, beating analysts' consensus estimates of $4.24 by $0.50. The company had revenue of $90.01 billion during the quarter, compared to the consensus estimate of $87.62 billion. Microsoft had a net margin of 39.34% and a return on equity of 31.94%. The firm's quarterly revenue was up 17.7% on a year-over-year basis. During the same period in the previous year, the business earned $3.65 earnings per share. Equities research analysts predict that Microsoft Corporation will post 16.7 earnings per share for the current year.

Microsoft Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Thursday, August 20th will be issued a $0.91 dividend. The ex-dividend date of this dividend is Thursday, August 20th. This represents a $3.64 annualized dividend and a yield of 0.9%. Microsoft's payout ratio is currently 21.67%.

Insider Buying and Selling at Microsoft

In other news, EVP Amy Coleman sold 1,262 shares of the 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 of the company's stock, valued at approximately $18,922,874.02. This represents 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 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 completion of 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 disclosure for this sale is available in the SEC filing. Insiders sold 23,762 shares of company stock valued at $10,508,361 in the last three months. Corporate insiders own 0.03% of the company's stock.

Analyst Ratings Changes

MSFT has been the subject of a number of research analyst reports. CLSA restated an "outperform" rating on shares of Microsoft in a report on Thursday. Scotiabank upgraded Microsoft from an "outperform" rating to an "outperform" rating in a research note on Monday, July 6th. Wolfe Research dropped their price target on Microsoft from $570.00 to $525.00 and set an "outperform" rating for the company in a report on Monday, July 6th. Citigroup restated a "market outperform" rating on shares of Microsoft in a research note on Tuesday. Finally, Citizens Jmp reaffirmed a "market outperform" rating and issued a $550.00 price objective on shares of Microsoft in a report on Tuesday. Forty-two 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 currently has an average rating of "Moderate Buy" and an average target price of $554.73.

Key Stories Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft reported fiscal Q4 revenue of approximately $90.0 billion, up 18% year over year and above the $87.6 billion consensus estimate. Adjusted earnings of $4.74 per share also exceeded expectations of $4.21, marking the company’s 14th consecutive “double beat.” Microsoft Q4 Earnings and Revenues Top Estimates
• Positive Sentiment: Azure revenue grew 43%, exceeding analysts’ expectations of roughly 40%, and the cloud platform surpassed $100 billion in annual revenue. The results eased concerns that Microsoft’s AI infrastructure investments may be outpacing customer demand. Microsoft Tops Quarterly Cloud Growth Estimates
• Positive Sentiment: Microsoft said Microsoft 365 Copilot reached 30 million paid seats, providing evidence of growing monetization for its AI products. The company also recorded a $3.2 billion gain from its Anthropic investment, although returns from its OpenAI investment were more mixed. Azure Crosses $100 Billion in Annual Revenue
• Positive Sentiment: Microsoft maintained its AI capital-expenditure outlook rather than following Alphabet’s recent increase. Investors viewed the spending discipline as supportive of margins and free cash flow, while first-quarter fiscal 2027 revenue guidance of $89.9 billion to $91.0 billion was slightly above consensus. Microsoft Keeps Capex Forecast Unchanged
• Neutral Sentiment: Investors had positioned for an unusually large post-earnings move, with options implying roughly a 6% to 7% swing. This elevated volatility reflects the importance of Microsoft’s results to the broader AI investment theme.
• Negative Sentiment: Microsoft faces a U.K. regulatory investigation into whether customers were misled about Microsoft 365 Personal and Family subscription pricing. The probe creates potential reputational and compliance risks, though its near-term financial impact is unclear. UK Regulator Investigates Microsoft Over 365 Subscriptions
• Negative Sentiment: Disney’s decision to replace GitHub Copilot with OpenAI’s Codex highlights intensifying competition in AI coding tools. Multiple shareholder lawsuits concerning alleged Copilot and Azure disclosures also remain an overhang.

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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