Ocean Park Asset Management LLC Invests $561,000 in Microsoft Corporation $MSFT

Key Points

• Ocean Park Asset Management opened a new position in Microsoft during the first quarter, buying 1,516 shares valued at about $561,000.
• Microsoft continues to attract heavy institutional interest, with hedge funds and asset managers owning 71.13% of the company’s stock.
• The article notes a mixed backdrop for Microsoft: analysts remain generally bullish on its AI and cloud position, but there are concerns about margin pressure, higher capex, and regulatory scrutiny.

Ocean Park Asset Management LLC acquired a new position in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) during the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor acquired 1,516 shares of the software giant's stock, valued at approximately $561,000.

Several other hedge funds and other institutional investors also recently modified their holdings of the company. Norges Bank bought a new position in shares of Microsoft in the fourth quarter worth $50,664,631,000. Auto Owners Insurance Co grew its holdings in Microsoft by 56,160.8% during the fourth quarter. Auto Owners Insurance Co now owns 60,116,384 shares of the software giant's stock worth $29,073,486,000 after acquiring an additional 60,009,531 shares during the period. Nuveen LLC bought a new stake in Microsoft in the first quarter worth about $18,733,827,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its position in Microsoft by 500.0% in the third 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 worth $30,840,432,000 after acquiring an additional 49,618,571 shares in the last quarter. Finally, Laurel Wealth Advisors LLC lifted its holdings 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 valued at $14,905,904,000 after acquiring an additional 29,906,791 shares during 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 shares bounced as the broader memory and semiconductor market stabilized, helping relieve some of the pressure tied to AI infrastructure and component-cost fears.
• Positive Sentiment: Wedbush and other bullish commentators said the recent tech selloff may be a buying opportunity, arguing Microsoft remains a core AI leader despite near-term volatility. Dan Ives Says Microsoft And Meta Are Being Treated Like 'Bear Market' Stocks
• Positive Sentiment: Microsoft was mentioned in new partnerships and product integrations, including Commvault, PitchBook, FPT, and ICON plc, reinforcing demand for Microsoft’s cloud and AI ecosystem. Microsoft Just Made Commvault a Native Azure Service. Here Is How to Play CVLT Stock.
• Neutral Sentiment: Microsoft also drew attention from investors after Michael Burry disclosed a long position, which some traders viewed as a contrarian buy signal.
• Neutral Sentiment: Multiple articles noted analysts still like the stock long term, but Wall Street remains focused on whether AI spending is destroying near-term margins and free cash flow. Wall Street Analysts Think Microsoft (MSFT) Is a Good Investment: Is It?
• Negative Sentiment: Stifel cut its Microsoft price target and warned that FY27 gross margin estimates may be too high because Azure growth is coming with heavier capex and margin pressure. Microsoft’s Stock Is Crippled
• Negative Sentiment: Microsoft announced another worldwide Xbox price increase, citing soaring memory and storage costs, which adds to concerns that hardware inflation is squeezing the gaming business.
• Negative Sentiment: New legal and regulatory pressure also weighed on the stock, including an Italy antitrust probe into Microsoft 365 pricing and new shareholder class-action notices over alleged investor misinformation.

Microsoft Stock Up 5.7%

NASDAQ:MSFT opened at $372.97 on Friday. The business's fifty day moving average price is $410.37 and its 200 day moving average price is $421.47. The firm has a market capitalization of $2.77 trillion, a price-to-earnings ratio of 22.20, a PEG ratio of 1.27 and a beta of 1.11. The company has a current ratio of 1.28, a quick ratio of 1.27 and a debt-to-equity ratio of 0.08. Microsoft Corporation has a 1-year low of $349.20 and a 1-year high of $555.45.

Microsoft (NASDAQ:MSFT - Get Free Report) last issued its earnings results on Wednesday, April 29th. The software giant reported $4.27 earnings per share for the quarter, beating analysts' consensus estimates of $4.06 by $0.21. The company had revenue of $82.89 billion for the quarter, compared to the consensus estimate of $81.44 billion. Microsoft had a return on equity of 31.94% and a net margin of 39.34%.The firm's quarterly revenue was up 18.3% on a year-over-year basis. During the same quarter in the prior year, the company earned $3.46 EPS. On average, sell-side analysts forecast that Microsoft Corporation will post 16.76 earnings per share for the current fiscal year.

Microsoft Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Thursday, August 20th will be issued a dividend of $0.91 per share. This represents a $3.64 annualized dividend and a dividend yield of 1.0%. The ex-dividend date is Thursday, August 20th. Microsoft's payout ratio is currently 21.67%.

Insider Activity

In other news, EVP Amy Coleman sold 1,262 shares of the company's stock in a transaction on Thursday, May 14th. The shares were sold at an average price of $411.34, for a total value of $519,111.08. Following the transaction, 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 ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, EVP Takeshi Numoto sold 4,500 shares of the company's stock in a transaction dated 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 directly owned 47,468 shares in the company, valued at approximately $19,122,009.12. The trade was a 8.66% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 23,762 shares of company stock worth $10,508,361 in the last ninety days. Corporate insiders own 0.03% of the company's stock.

Wall Street Analyst Weigh In

Several brokerages have recently issued reports on MSFT. Barclays reaffirmed an "overweight" rating on shares of Microsoft in a research note on Wednesday, June 3rd. Royal Bank Of Canada reissued a "buy" rating on shares of Microsoft in a research note on Friday, May 22nd. Deutsche Bank Aktiengesellschaft cut their target price on Microsoft from $575.00 to $550.00 and set a "buy" rating on the stock in a research report on Thursday, April 30th. Wells Fargo & Company upped their target price on Microsoft from $625.00 to $650.00 and gave the company an "overweight" rating in a report on Monday, June 1st. Finally, Citigroup initiated coverage on Microsoft in a research note on Monday, June 1st. They issued a "market outperform" rating on the stock. Forty-one research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of "Moderate Buy" and an average price target of $560.86.

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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