Microsoft Corporation $MSFT Shares Sold by MASTERINVEST Kapitalanlage GmbH

Key Points

• MASTERINVEST Kapitalanlage GmbH trimmed its Microsoft stake by 3.2% in the fourth quarter, selling 3,914 shares and ending with 119,221 shares worth about $58.1 million. Microsoft remains its second-largest holding, making up roughly 5.5% of the portfolio.
• Microsoft posted strong quarterly results, beating earnings and revenue estimates with EPS of $4.27 on revenue of $82.89 billion. Revenue rose 18.3% year over year, and analysts still expect solid full-year earnings.
• Sentiment remains broadly positive: most analysts rate MSFT a Buy, with a consensus target price of $562.69, and the company also declared a quarterly dividend of $0.91 per share payable on June 11.

MASTERINVEST Kapitalanlage GmbH reduced its position in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 3.2% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 119,221 shares of the software giant's stock after selling 3,914 shares during the period. Microsoft makes up approximately 5.5% of MASTERINVEST Kapitalanlage GmbH's investment portfolio, making the stock its 2nd biggest position. MASTERINVEST Kapitalanlage GmbH's holdings in Microsoft were worth $58,118,000 at the end of the most recent quarter.

Several other institutional investors have also added to or reduced their stakes in the company. IRON Financial LLC boosted its position in Microsoft by 23.2% during the 3rd quarter. IRON Financial LLC now owns 6,510 shares of the software giant's stock worth $3,372,000 after buying an additional 1,225 shares during the period. PMG Family Office LLC acquired a new position in shares of Microsoft in the 3rd quarter worth approximately $828,000. Trifecta Capital Advisors LLC lifted its position 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 worth $36,347,000 after purchasing an additional 1,572 shares during the period. TD Waterhouse Canada Inc. lifted its position 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 worth $493,860,000 after purchasing an additional 9,700 shares during the period. Finally, Weaver Capital Management LLC lifted its position in shares of Microsoft by 14.0% in the 3rd quarter. Weaver Capital Management LLC now owns 18,340 shares of the software giant's stock worth $9,499,000 after purchasing an additional 2,247 shares during the period. 71.13% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity

In other Microsoft news, Director John W. Stanton acquired 5,000 shares of the company's stock in a transaction on Wednesday, February 18th. The shares were acquired at an average cost of $397.35 per share, with a total value of $1,986,750.00. Following the completion of the acquisition, the director directly owned 83,905 shares in the company, valued at $33,339,651.75. This trade represents a 6.34% increase in their ownership of the stock. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Kathleen T. Hogan sold 12,321 shares of the company's stock in a transaction dated Friday, March 6th. The shares were sold at an average price of $409.52, for a total value of $5,045,695.92. Following the sale, the executive vice president owned 137,933 shares in the company, valued at approximately $56,486,322.16. This represents a 8.20% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 0.03% of the stock is owned by corporate insiders.

Analyst Upgrades and Downgrades

A number of brokerages have recently issued reports on MSFT. The Goldman Sachs Group restated a "buy" rating on shares of Microsoft in a research report on Thursday, April 30th. Guggenheim restated a "buy" rating and issued a $586.00 price target on shares of Microsoft in a research report on Thursday, April 30th. 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. Piper Sandler lifted their price objective on shares of Microsoft from $500.00 to $540.00 and gave the company an "overweight" rating in a research note on Thursday, April 30th. Finally, Weiss Ratings lowered shares of Microsoft from a "buy (b-)" rating to a "hold (c+)" rating in a research note on Tuesday, March 24th. One investment analyst has rated the stock with a Strong Buy rating, thirty-eight have issued a Buy rating and seven have given a Hold rating to the stock. According to MarketBeat.com, Microsoft has an average rating of "Moderate Buy" and a consensus target price of $562.69.

Microsoft Price Performance

MSFT opened at $415.00 on Monday. 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 company has a market capitalization of $3.08 trillion, a price-to-earnings ratio of 24.70, a P/E/G ratio of 1.50 and a beta of 1.10. The firm's fifty day moving average price is $396.79 and its two-hundred day moving average price is $445.39. Microsoft Corporation has a 1 year low of $356.28 and a 1 year high of $555.45.

Microsoft (NASDAQ:MSFT - Get Free Report) last posted its quarterly earnings data on Wednesday, April 29th. The software giant reported $4.27 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $4.06 by $0.21. The firm had revenue of $82.89 billion for the quarter, compared to the consensus estimate of $81.44 billion. Microsoft had a net margin of 39.34% and a return on equity of 31.94%. The business's revenue for the quarter was up 18.3% compared to the same quarter last year. During the same period in the previous year, the firm earned $3.46 EPS. As a group, analysts anticipate 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, June 11th. Investors of record on Thursday, May 21st will be issued a $0.91 dividend. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.9%. The ex-dividend date of this dividend is Thursday, May 21st. Microsoft's payout ratio is 21.67%.

Key Headlines Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft continues to draw bullish analyst commentary, with multiple firms raising or reaffirming price targets after the company’s strong earnings beat and Azure growth, reinforcing the view that core business momentum remains solid.
• Positive Sentiment: New reports suggest Microsoft’s AI ecosystem is still gaining traction, including partner milestones tied to Copilot and AI cloud services, which supports the case for continued enterprise adoption.
• Positive Sentiment: Several hedge funds and asset managers have recently added to Microsoft positions, indicating that some large investors still view MSFT as a long-term AI and cloud leader.
• Neutral Sentiment: Microsoft partnered with CAISI and AISI to advance AI model testing standards, a policy-and-safety focused update that may help its enterprise credibility but is unlikely to move the stock on its own.
• Neutral Sentiment: Reports that Microsoft is considering adjustments to its renewable-energy targets and offering voluntary retirement packages reflect ongoing cost and infrastructure pressures, but these items are more strategic than immediately material to revenue.
• Negative Sentiment: Market attention is centered on TCI’s reduced stake and the broader “AI anxiety” trade, with investors worried Microsoft may be spending heavily on AI infrastructure before the payoff becomes clearer.
• Negative Sentiment: Some commentary also points to temporary margin pressure from elevated AI and data-center spending, which could weigh on near-term profitability even as growth remains strong.

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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