Microsoft Corporation $MSFT Shares Purchased by Kathmere Capital Management LLC

Key Points

• Kathmere Capital Management LLC raised its Microsoft (MSFT) stake by 13.8% in Q4, buying 4,858 shares to hold 40,054 shares worth $19.37 million, about 1.3% of its portfolio and its 22nd largest holding.
• Institutional interest remains heavy—Vanguard owns 705,077,786 shares (~$350.7B), Norges Bank and Nuveen initiated multi‑billion‑dollar positions, UBS AM grew to ~59.5M shares, and overall institutional ownership is about 71.13%.
• Microsoft beat Q1 estimates (EPS $4.14 vs. $3.86; revenue $81.27B vs. $80.28B), has a $2.77 trillion market cap, and announced a $0.91 quarterly dividend (1.0% yield; ex‑dividend May 21, payable June 11).

Kathmere Capital Management LLC lifted its stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 13.8% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 40,054 shares of the software giant's stock after purchasing an additional 4,858 shares during the quarter. Microsoft comprises about 1.3% of Kathmere Capital Management LLC's investment portfolio, making the stock its 22nd largest holding. Kathmere Capital Management LLC's holdings in Microsoft were worth $19,371,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Norges Bank acquired a new stake in shares of Microsoft during the second quarter worth $50,493,678,000. Nuveen LLC purchased a new position in Microsoft during the first quarter valued at approximately $18,733,827,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its holdings in shares of Microsoft by 500.0% during the 3rd quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 59,543,261 shares of the software giant's stock valued at $30,840,432,000 after acquiring an additional 49,618,571 shares in the last quarter. Laurel Wealth Advisors LLC increased its position in Microsoft by 49,640.3% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 29,967,038 shares of the software giant's stock worth $14,905,904,000 after purchasing an additional 29,906,791 shares during the last quarter. Finally, Vanguard Group Inc. raised its position in Microsoft by 2.0% during the second quarter. Vanguard Group Inc. now owns 705,077,786 shares of the software giant's stock valued at $350,712,742,000 after acquiring an additional 13,691,572 shares in the last quarter. 71.13% of the stock is owned by institutional investors.

Microsoft Price Performance

Shares of MSFT stock opened at $373.46 on Friday. Microsoft Corporation has a 12-month low of $344.79 and a 12-month high of $555.45. The firm has a fifty day moving average of $400.76 and a 200-day moving average of $462.93. The firm has a market capitalization of $2.77 trillion, a price-to-earnings ratio of 23.36, a price-to-earnings-growth ratio of 1.42 and a beta of 1.11. The company has a quick ratio of 1.38, a current ratio of 1.39 and a debt-to-equity ratio of 0.09.

Microsoft (NASDAQ:MSFT - Get Free Report) last released its quarterly earnings results on Wednesday, January 28th. The software giant reported $4.14 EPS for the quarter, topping analysts' consensus estimates of $3.86 by $0.28. The company had revenue of $81.27 billion for the quarter, compared to analyst estimates of $80.28 billion. Microsoft had a return on equity of 32.34% and a net margin of 39.04%.Microsoft's revenue was up 16.7% compared to the same quarter last year. During the same quarter last year, the firm posted $3.23 earnings per share. On average, equities research analysts forecast that Microsoft Corporation will post 13.08 earnings per share for the current year.

Microsoft Announces Dividend

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 given a $0.91 dividend. This represents a $3.64 dividend on an annualized basis and a yield of 1.0%. The ex-dividend date of this dividend is Thursday, May 21st. Microsoft's dividend payout ratio (DPR) is currently 22.76%.

Key Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft pledged a major strategic buildout in Japan — a $10 billion, multi‑year plan to fund AI data centers, cybersecurity and workforce training with partners including SoftBank and Sakura Internet, underpinning long‑term cloud/A.I. revenue opportunities and local partnerships. Microsoft to invest $10 billion in Japan for AI and cyber defence expansion
• Positive Sentiment: Microsoft rolled out multiple proprietary AI models and signaled it will build frontier models in‑house — a strategic shift to reduce dependence on partners and capture more of the AI stack (product control, margins and IP). This supports the long‑term AI revenue thesis. Microsoft building its own high-powered AI models as it looks to slash dependence on OpenAI
• Positive Sentiment: Management says Copilot sales targets were met after changing the go‑to‑market approach (moving to paid/subscription rather than broad bundling), a sign of product monetization gaining traction. That helps offset concerns about adoption. Microsoft hits Copilot sales goals after strategy shift - Bloomberg
• Positive Sentiment: Benchmark initiated coverage / and some street notes raised targets (coverage and a $675 price target were reported), providing analyst support that could lift sentiment if follow‑through occurs. Microsoft Charts $10 Billion of Outlays in AI-Eager Japan
• Neutral Sentiment: Microsoft announced local partnerships and community programs (e.g., Victoria University datacenter academy) that support talent pipeline and social license for datacenter expansion — constructive but longer‑dated impact. Microsoft Corp (MSFT) Partners with Victoria University on Datacenter Community Pledge
• Neutral Sentiment: Smaller ecosystem developments (Sakura Internet confirming talks, local partners’ stock moves) amplify the Japan story but are execution‑dependent; useful context for investors tracking regional rollout. SAKURA Internet Confirms Exploratory AI Cloud Collaboration Talks With Microsoft Japan
• Negative Sentiment: Recent quarterly performance and commentary have disappointed some investors — headlines describe a Q1 "slide" and the worst quarterly drop since 2008 for MSFT, feeding the narrative of short‑term weakness and valuation re‑rating. That continues to pressure the stock. After Microsoft’s Q1 Slide, Are the Bulls Still On Board?
• Negative Sentiment: Several large funds / billionaires have trimmed MSFT positions in recent 13F disclosures (D.E. Shaw, Steve Cohen, Dan Loeb), signaling some institutional profit‑taking amid concerns over cloud supply constraints and guidance — a headwind for near‑term flows. Microsoft Corporation (MSFT): Billionaire Steve Cohen Trims Position
• Negative Sentiment: Security/product risks surfaced (reports on "AI recommendation poisoning") and ongoing execution demands for in‑house frontier models add operational risk and could temper upside if issues emerge. AI Recommendation Poisoning: Why Microsoft NASDAQ: MSFT Is Fighting So Hard

Analyst Upgrades and Downgrades

Several research firms have weighed in on MSFT. Evercore cut their target price on Microsoft from $640.00 to $580.00 and set an "outperform" rating on the stock in a report on Thursday, January 29th. Deutsche Bank Aktiengesellschaft decreased their price target on shares of Microsoft from $630.00 to $575.00 and set a "buy" rating on the stock in a research note on Thursday, January 29th. Robert W. Baird set a $540.00 price objective on Microsoft and gave the company an "outperform" rating in a report on Thursday, January 29th. Morgan Stanley restated an "overweight" rating on shares of Microsoft in a research report on Thursday, January 29th. Finally, DZ Bank reissued a "buy" rating on shares of Microsoft in a report on Thursday, January 29th. Two analysts have rated the stock with a Strong Buy rating, thirty-eight have issued a Buy rating and five have issued a Hold rating to the company. According to data from MarketBeat.com, the stock has an average rating of "Moderate Buy" and a consensus price target of $588.97.

Insider Buying and Selling at Microsoft

In other Microsoft news, Director John W. Stanton purchased 5,000 shares of the business's stock in a transaction on Wednesday, February 18th. The shares were purchased at an average cost of $397.35 per share, with a total value of $1,986,750.00. Following the transaction, the director directly owned 83,905 shares of the company's stock, valued at $33,339,651.75. This represents a 6.34% increase in their position. The purchase 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 stock in a transaction dated 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 transaction, the executive vice president owned 137,933 shares of the company's stock, valued at approximately $56,486,322.16. This represents a 8.20% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 0.03% of the company's stock.

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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