Reflection Asset Management Makes New $7.01 Million Investment in Microsoft Corporation $MSFT

Key Points

• Reflection Asset Management opened a new position in Microsoft during the fourth quarter, buying 14,503 shares worth about $7.01 million. Microsoft is now the firm’s third-largest holding and makes up about 4.9% of its portfolio.
• Institutional ownership remains high, with 71.13% of Microsoft shares held by institutions, even as several insiders sold stock recently. Over the last 90 days, insiders sold 23,762 shares valued at about $10.5 million.
• Analysts remain broadly positive on Microsoft despite some target cuts, with 41 Buy ratings and a consensus rating of Moderate Buy. The average price target is $561.20, while the stock opened at $379.40 and the company recently beat quarterly EPS and revenue estimates.

Reflection Asset Management bought a new position in Microsoft Corporation (NASDAQ:MSFT - Free Report) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm bought 14,503 shares of the software giant's stock, valued at approximately $7,014,000. Microsoft makes up about 4.9% of Reflection Asset Management's portfolio, making the stock its 3rd biggest position.

A number of other institutional investors have also made changes to their positions in MSFT. Rochester Wealth Strategies LLC grew its position in shares of Microsoft by 2.9% during the 3rd quarter. Rochester Wealth Strategies LLC now owns 700 shares of the software giant's stock valued at $363,000 after buying an additional 20 shares during the last quarter. Longfellow Investment Management Co. LLC lifted its holdings in Microsoft by 51.3% in the second quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant's stock worth $29,000 after acquiring an additional 20 shares during the last quarter. Shepherd Kaplan Krochuk LLC boosted its stake in Microsoft by 4.9% in the third quarter. Shepherd Kaplan Krochuk LLC now owns 431 shares of the software giant's stock valued at $223,000 after acquiring an additional 20 shares during the period. Fischer Investment Strategies LLC boosted its stake in Microsoft by 3.1% in the fourth quarter. Fischer Investment Strategies LLC now owns 697 shares of the software giant's stock valued at $337,000 after acquiring an additional 21 shares during the period. Finally, Pollock Investment Advisors LLC grew its holdings in shares of Microsoft by 0.8% during the third quarter. Pollock Investment Advisors LLC now owns 2,805 shares of the software giant's stock valued at $1,453,000 after purchasing an additional 21 shares during the last quarter. 71.13% of the stock is currently owned by institutional investors.

Insider Buying and Selling

In related 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 value of $519,111.08. Following the completion of the sale, the executive vice president owned 46,003 shares of the company's stock, valued at $18,922,874.02. This represents a 2.67% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, EVP Takeshi Numoto sold 4,500 shares of the stock in a transaction dated Wednesday, June 10th. The shares were sold at an average price of $402.84, for a total transaction of $1,812,780.00. Following the completion of the transaction, the executive vice president owned 47,468 shares of the company's stock, valued at $19,122,009.12. This represents a 8.66% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 23,762 shares of company stock valued at $10,508,361 over the last 90 days. 0.03% of the stock is currently owned by company insiders.

Analysts Set New Price Targets

MSFT has been the topic of several recent research reports. Raymond James Financial downgraded Microsoft from a "market perform" rating to a "market perform" rating in a report on Tuesday, May 5th. China Renaissance lowered their price objective on Microsoft from $630.00 to $550.00 and set a "buy" rating for the company in a research note on Monday, May 4th. Jefferies Financial Group reaffirmed a "buy" rating on shares of Microsoft in a research report on Monday, May 4th. Evercore cut their target price on Microsoft from $580.00 to $510.00 and set an "outperform" rating on the stock in a research note on Thursday, April 30th. Finally, Citigroup initiated coverage on shares of Microsoft in a report on Monday, June 1st. They set a "market outperform" rating for the company. Forty-one investment analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company's stock. According to MarketBeat.com, Microsoft currently has an average rating of "Moderate Buy" and an average target price of $561.20.

Key Headlines Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: New reporting suggests Microsoft is still benefiting from strong AI demand, including ByteDance spending more than $1 billion annually on Azure AI services and broader commentary that Azure growth and AI run-rate remain major drivers of investor interest. Microsoft Builds $1 Billion-Plus AI Business With ByteDance
• Positive Sentiment: Several pieces argued Microsoft’s pullback may be creating a buying opportunity because the company still has strong cash flow, dividend growth, and discounted valuation relative to its AI prospects. Microsoft's Boring Stock Story May Be Its Biggest Strength
• Neutral Sentiment: Microsoft also drew attention for product and ecosystem updates, including a possible PayPal integration for Xbox buy-now-pay-later checkout and new Teams features, but these are not likely near-term stock movers. Microsoft Sizes Up PayPal as Xbox Leak Exposes Buy Now Pay Later Plans
• Negative Sentiment: Multiple law firms announced or promoted securities class actions tied to Microsoft, alleging investors were harmed by misleading AI/Copilot-related statements during the May 2025 to January 2026 period. These legal headlines can weigh on sentiment. Portnoy Law Firm Announces Class Action on Behalf of Microsoft Corporation Investors
• Negative Sentiment: Another negative overhang is the claim that Copilot functionality issues contributed to a sharp stock drop, reinforcing investor concerns about execution risk and AI spending efficiency. Investor Rights Alert: Microsoft Faces Securities Fraud Class Action after Copilot Issues
• Negative Sentiment: There is also renewed concern that Microsoft’s gaming strategy is under pressure, with coverage pointing to the Steam Machine and broader cost-cutting in gaming as threats to growth in that segment. The Biggest Threat to Microsoft’s Gaming Ambitions is the Steam Machine

Microsoft Stock Performance

Shares of MSFT stock opened at $379.40 on Monday. Microsoft Corporation has a 12-month low of $356.28 and a 12-month high of $555.45. 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 firm has a market capitalization of $2.82 trillion, a price-to-earnings ratio of 22.58, a price-to-earnings-growth ratio of 1.37 and a beta of 1.11. The business has a 50 day simple moving average of $412.37 and a 200 day simple moving average of $425.15.

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

Microsoft Announces Dividend

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

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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