Rayburn West Financial Services LLC Purchases Shares of 22,736 Microsoft Corporation $MSFT

Key Points

• Rayburn West Financial Services opened a new Microsoft position in the fourth quarter, buying 22,736 shares worth about $11.0 million. The stake makes Microsoft its second-largest holding and about 6.8% of its portfolio.
• Microsoft continues to draw strong institutional interest, with several hedge funds and other investors increasing holdings. The article says 71.13% of the stock is owned by hedge funds and other institutional investors.
• Microsoft’s latest results were solid, with EPS and revenue both topping estimates and revenue up 18.3% year over year. The company also announced a $0.91 quarterly dividend, while analysts remain broadly bullish with a consensus rating of Moderate Buy.

Rayburn West Financial Services LLC bought a new position in Microsoft Corporation (NASDAQ:MSFT - Free Report) in the 4th quarter, according to its most recent disclosure with the SEC. The firm bought 22,736 shares of the software giant's stock, valued at approximately $10,995,000. Microsoft accounts for approximately 6.8% of Rayburn West Financial Services LLC's investment portfolio, making the stock its 2nd largest holding.

Several other institutional investors and hedge funds have also recently modified their holdings of MSFT. PMG Family Office LLC bought a new stake in shares of Microsoft in the 3rd quarter valued at approximately $828,000. Trifecta Capital Advisors LLC lifted its stake 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 valued at $36,347,000 after purchasing an additional 1,572 shares during the last quarter. TD Waterhouse Canada Inc. lifted its stake 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 valued at $493,860,000 after purchasing an additional 9,700 shares during the last quarter. Werba Rubin Papier Wealth Management lifted its stake in shares of Microsoft by 15.7% in the 4th quarter. Werba Rubin Papier Wealth Management now owns 12,492 shares of the software giant's stock valued at $6,041,000 after purchasing an additional 1,698 shares during the last quarter. Finally, SG Americas Securities LLC lifted its stake in shares of Microsoft by 2,332.1% in the 4th quarter. SG Americas Securities LLC now owns 6,746,017 shares of the software giant's stock valued at $3,262,509,000 after purchasing an additional 6,468,645 shares during the last quarter. 71.13% of the stock is owned by hedge funds and other institutional investors.

Insider Activity at Microsoft

In related news, EVP Amy Coleman sold 1,262 shares of the stock in a transaction that occurred 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 completion of the transaction, the executive vice president directly owned 46,003 shares of the company's stock, valued at $18,922,874.02. This trade represents a 2.67% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CEO Judson Althoff sold 15,500 shares of the stock in a transaction that occurred on 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 completion of the transaction, the chief executive officer directly owned 110,477 shares of the company's stock, valued at $50,928,792.23. The trade was a 12.30% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 0.03% of the company's stock.

Microsoft Stock Up 0.2%

Shares of Microsoft stock opened at $428.05 on Friday. The company has a debt-to-equity ratio of 0.08, a current ratio of 1.28 and a quick ratio of 1.27. Microsoft Corporation has a 1 year low of $356.28 and a 1 year high of $555.45. The firm's 50-day moving average is $406.72 and its two-hundred day moving average is $432.18. The stock has a market cap of $3.18 trillion, a price-to-earnings ratio of 25.48, a PEG ratio of 1.54 and a beta of 1.11.

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

Microsoft Announces Dividend

The business also recently disclosed 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 annualized dividend and a dividend yield of 0.9%. The ex-dividend date of this dividend is Thursday, May 21st. Microsoft's dividend payout ratio (DPR) is presently 21.67%.

Wall Street Analyst Weigh In

MSFT has been the topic of a number of analyst reports. DA Davidson cut their price objective on shares of Microsoft from $650.00 to $550.00 and set a "buy" rating on the stock in a research report on Thursday, April 30th. 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. Citigroup initiated coverage on shares of Microsoft in a research report on Monday. They set a "market outperform" rating on the stock. Tigress Financial boosted their price objective on shares of Microsoft from $595.00 to $680.00 and gave the company a "buy" rating in a research report on Wednesday, May 6th. Finally, Jefferies Financial Group reiterated a "buy" rating on shares of Microsoft in a research report on Monday, May 4th. Forty-one analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company's stock. According to data from MarketBeat.com, the company presently has an average rating of "Moderate Buy" and a consensus target price of $561.20.

Key Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft used Build 2026 to unveil new in-house AI models, agent tools, Windows upgrades, and quantum computing progress, reinforcing its long-term AI growth story and reducing reliance on OpenAI. Analysts Say Buy Microsoft Stock (MSFT) after Build 2026 Reinforces AI Growth Story
• Positive Sentiment: Jefferies and other Wall Street commentators praised Microsoft’s model-agnostic enterprise AI strategy, saying its platform, governance tools, and Azure ecosystem position it well in the enterprise AI race. Microsoft's model-agnostic AI strategy earns praise from Jefferies
• Positive Sentiment: Analysts reiterated bullish views and price targets, including TD Cowen’s reaffirmed Buy rating, which supports the view that MSFT still has meaningful upside if AI revenue keeps scaling. Microsoft reiterated buy rating and price target
• Positive Sentiment: Microsoft’s AI revenue run rate reportedly crossed $37 billion, and multiple reports highlighted strong Azure and Copilot demand, suggesting monetization is accelerating. Microsoft's AI Revenue Run Rate Just Crossed $37 Billion. Is It the Best AI Stock to Buy Now?
• Neutral Sentiment: Microsoft’s Q3 results beat estimates on both revenue and EPS, but some coverage said the stock still fell after the report because investors remain cautious about how much AI spending will pressure margins. Microsoft (MSFT) Slid Despite Top and Bottom-Line Beats
• Neutral Sentiment: Microsoft’s new healthcare AI partnership with Mayo Clinic and other collaborations broaden the AI story, but they are still early-stage and not yet major financial drivers. Microsoft Bets Big On Healthcare AI, Teams Up With Mayo Clinic
• Negative Sentiment: Judson Althoff sold 15,500 shares, which can create short-term concern even though the sale was modest relative to his remaining stake. Microsoft NASDAQ: MSFT CEO Sells $7,145,345.00 in Stock
• Negative Sentiment: Several articles noted lingering worries about heavy AI capex, OpenAI relationship strain, and pricing pressure in GitHub Copilot, which could weigh on sentiment if investors question the payoff from Microsoft’s spending spree. GitHub Copilot users get a rude awakening as new AI pricing goes into effect

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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