Osprey Private Wealth LLC Has $14.88 Million Stock Holdings in Microsoft Corporation $MSFT

Key Points

• Osprey Private Wealth LLC boosted its Microsoft stake by 43.4% in the fourth quarter, buying 9,305 additional shares and bringing its total to 30,760 shares worth about $14.88 million.
• Microsoft delivered a strong quarterly earnings report, posting $4.27 EPS on revenue of $82.89 billion, both above analyst expectations, with revenue up 18.3% year over year.
• Wall Street remains broadly optimistic on Microsoft, with 40 Buy ratings and an average target price of $561.20, though some recent insider sales and heavy AI spending may weigh on sentiment in the short term.

Osprey Private Wealth LLC increased its holdings in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 43.4% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 30,760 shares of the software giant's stock after buying an additional 9,305 shares during the period. Microsoft comprises approximately 4.3% of Osprey Private Wealth LLC's holdings, making the stock its 4th biggest position. Osprey Private Wealth LLC's holdings in Microsoft were worth $14,876,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also modified their holdings of MSFT. Longfellow Investment Management Co. LLC boosted its holdings in shares of Microsoft by 51.3% in the 2nd quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant's stock valued at $29,000 after buying an additional 20 shares during the period. Bernzott Capital Advisors bought a new stake in Microsoft in the 4th quarter valued at about $34,000. Fairway Wealth LLC lifted its position 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 purchasing an additional 66 shares during the last quarter. LSV Asset Management bought a new stake in Microsoft in the 4th quarter valued at about $44,000. Finally, Sellwood Investment Partners LLC bought a new stake in Microsoft in the 3rd quarter valued at about $49,000. 71.13% of the stock is owned by institutional investors and hedge funds.

Microsoft Price Performance

MSFT stock opened at $427.34 on Thursday. 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 one year low of $356.28 and a one year high of $555.45. The firm has a market capitalization of $3.17 trillion, a PE ratio of 25.44, a P/E/G ratio of 1.59 and a beta of 1.11. The firm has a 50-day moving average of $405.61 and a two-hundred day moving average of $432.76.

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

Microsoft Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, June 11th. Shareholders of record on Thursday, May 21st will be paid a dividend of $0.91 per share. The ex-dividend date of this dividend is Thursday, May 21st. This represents a $3.64 dividend on an annualized basis and a yield of 0.9%. Microsoft's dividend payout ratio is currently 21.67%.

Wall Street Analysts Forecast Growth

Several analysts recently weighed in on the stock. Sanford C. Bernstein lifted their price objective on shares of Microsoft from $641.00 to $646.00 and gave the company an "outperform" rating in a research report on Thursday, April 30th. Arete Research lifted their price objective on shares of Microsoft from $730.00 to $870.00 and gave the company a "buy" rating in a research report on Tuesday, May 5th. BNP Paribas Exane cut their price objective on shares of Microsoft from $556.00 to $555.00 and set an "outperform" rating on the stock in a research report on Friday, May 1st. DZ Bank reiterated a "buy" rating on shares of Microsoft in a research report on Thursday, April 30th. Finally, New Street Research cut their price objective on shares of Microsoft from $675.00 to $600.00 and set a "buy" rating on the stock in a research report on Thursday, April 30th. Forty investment analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company. Based on data from MarketBeat, Microsoft presently has an average rating of "Moderate Buy" and an average target price of $561.20.

Key Stories Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft’s Build announcements suggest it is broadening its AI platform with proprietary models and agentic tools, which could reduce reliance on OpenAI and improve margins over time.
• Positive Sentiment: New partnerships and integrations with Nvidia, healthcare groups like Mayo Clinic, and third-party enterprise tools expand Microsoft’s ecosystem and may support future cloud demand.
• Positive Sentiment: Analyst and investor commentary remains constructive, with several reports arguing that Microsoft’s AI opportunity and Azure growth still look underappreciated. Article Title
• Neutral Sentiment: The company’s quantum-computing update and AI infrastructure ambitions are long-term catalysts, but they are not expected to contribute meaningfully to near-term earnings. Article Title
• Negative Sentiment: Some investors appear to be taking profits after the Build rally and remain cautious about Microsoft’s heavy AI spending and execution risk.
• Negative Sentiment: Judson Althoff’s disclosed share sale may add to short-term sentiment pressure, even though the transaction was relatively small compared with his remaining holdings. Article Title

Insider Buying and Selling at Microsoft

In other Microsoft news, EVP Amy Coleman sold 1,262 shares of the company's stock in a transaction dated Thursday, May 14th. The shares were sold at an average price of $411.34, for a total transaction of $519,111.08. Following the completion of 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 ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Judson Althoff sold 15,500 shares of the company's stock in a transaction dated Monday, June 1st. The shares were sold at an average price of $460.99, for a total transaction of $7,145,345.00. Following the sale, the chief executive officer directly owned 110,477 shares of the company's stock, valued at $50,928,792.23. This represents a 12.30% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 29,083 shares of company stock valued at $12,710,152. 0.03% of the stock is currently owned by corporate insiders.

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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