Privium Fund Management UK Ltd Purchases New Holdings in Microsoft Corporation $MSFT

Key Points

• Privium Fund Management UK Ltd has acquired 18,300 shares of Microsoft Corporation, valued at approximately $6.99 million, making it the fund's fifth largest position.
• Several institutional investors increased their stakes in Microsoft, with notable increases of 22.7% and 784.0% from Klein Pavlis & Peasley Financial Inc. and Endeavor Private Wealth Inc., respectively.
• Microsoft's CEO, Satya Nadella, recently sold over 149,000 shares, reflecting a 15.87% decrease in his ownership, while the company's stock continues to receive positive ratings from analysts.

Privium Fund Management UK Ltd acquired a new stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 18,300 shares of the software giant's stock, valued at approximately $6,993,000. Microsoft makes up 5.4% of Privium Fund Management UK Ltd's investment portfolio, making the stock its 5th largest position.

Several other institutional investors have also added to or reduced their stakes in MSFT. Klein Pavlis & Peasley Financial Inc. increased its holdings in Microsoft by 22.7% in the first quarter. Klein Pavlis & Peasley Financial Inc. now owns 725 shares of the software giant's stock valued at $277,000 after purchasing an additional 134 shares during the period. Barings LLC increased its holdings in Microsoft by 5.4% in the first quarter. Barings LLC now owns 13,540 shares of the software giant's stock valued at $5,083,000 after purchasing an additional 694 shares during the period. Mirabaud & Cie SA increased its holdings in Microsoft by 2.8% in the first quarter. Mirabaud & Cie SA now owns 88,884 shares of the software giant's stock valued at $33,366,000 after purchasing an additional 2,453 shares during the period. Endeavor Private Wealth Inc. increased its holdings in Microsoft by 784.0% in the first quarter. Endeavor Private Wealth Inc. now owns 3,527 shares of the software giant's stock valued at $1,324,000 after purchasing an additional 3,128 shares during the period. Finally, Fiduciary Wealth Partners LLC acquired a new stake in Microsoft in the first quarter valued at $2,407,000. 71.13% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity

In other news, CEO Satya Nadella sold 149,205 shares of the company's stock in a transaction on Wednesday, September 3rd. The shares were sold at an average price of $504.78, for a total value of $75,315,699.90. Following the transaction, the chief executive officer owned 790,852 shares of the company's stock, valued at approximately $399,206,272.56. This represents a 15.87% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, EVP Takeshi Numoto sold 4,850 shares of the company's stock in a transaction on Tuesday, August 12th. The stock was sold at an average price of $527.32, for a total transaction of $2,557,502.00. Following the completion of the transaction, the executive vice president directly owned 39,111 shares in the company, valued at approximately $20,624,012.52. The trade was a 11.03% decrease in their position. The disclosure for this sale can be found here. Corporate insiders own 0.03% of the company's stock.

Wall Street Analysts Forecast Growth

MSFT has been the subject of a number of recent research reports. Wall Street Zen upgraded Microsoft from a "hold" rating to a "buy" rating in a report on Saturday, August 2nd. Wedbush boosted their price target on shares of Microsoft from $600.00 to $625.00 and gave the stock an "outperform" rating in a research report on Thursday, July 31st. Royal Bank Of Canada increased their price target on Microsoft from $525.00 to $640.00 and gave the stock an "outperform" rating in a report on Thursday, July 31st. TD Cowen increased their price target on Microsoft from $580.00 to $640.00 and gave the stock a "buy" rating in a report on Thursday, July 31st. Finally, Citigroup increased their price target on Microsoft from $605.00 to $613.00 and gave the stock a "buy" rating in a report on Tuesday, July 22nd. One analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and two have assigned a Hold rating to the stock. According to MarketBeat, the company has an average rating of "Moderate Buy" and an average target price of $612.54.

Microsoft Price Performance

MSFT stock opened at $495.00 on Friday. The company has a market capitalization of $3.68 trillion, a P/E ratio of 36.29, a price-to-earnings-growth ratio of 2.22 and a beta of 1.04. The company has a debt-to-equity ratio of 0.12, a quick ratio of 1.35 and a current ratio of 1.35. Microsoft Corporation has a 52-week low of $344.79 and a 52-week high of $555.45. The business has a 50-day simple moving average of $509.93 and a two-hundred day simple moving average of $450.60.

Microsoft (NASDAQ:MSFT - Get Free Report) last released its quarterly earnings results on Wednesday, July 30th. The software giant reported $3.65 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $3.35 by $0.30. Microsoft had a return on equity of 32.44% and a net margin of 36.15%.The business had revenue of $76.44 billion during the quarter, compared to the consensus estimate of $73.79 billion. During the same quarter in the previous year, the business earned $2.95 EPS. The company's quarterly revenue was up 18.1% on a year-over-year basis. Microsoft has set its Q1 2026 guidance at EPS. Research analysts expect that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

Microsoft Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Thursday, September 11th. Stockholders of record on Thursday, August 21st will be given a dividend of $0.83 per share. The ex-dividend date is Thursday, August 21st. This represents a $3.32 annualized dividend and a dividend yield of 0.7%. Microsoft's dividend payout ratio is currently 24.34%.

Microsoft Company Profile

Microsoft Corporation develops and supports software, services, devices and solutions worldwide. The Productivity and Business Processes segment offers office, exchange, SharePoint, Microsoft Teams, office 365 Security and Compliance, Microsoft viva, and Microsoft 365 copilot; and office consumer services, such as Microsoft 365 consumer subscriptions, Office licensed on-premises, and other office services.

Want to see what other hedge funds are holding MSFT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Microsoft Corporation (NASDAQ:MSFT - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest and most accurate reporting. This story was reviewed by MarketBeat's editorial team prior to publication. Please send any questions or comments about this story to contact@marketbeat.com.