Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust Makes New $34.28 Million Investment in Microsoft Corporation $MSFT

Key Points

• Retail Employees Superannuation Trust opened a new position in Microsoft during the fourth quarter, buying 70,877 shares valued at about $34.28 million. Microsoft is now the fund’s largest holding, making up 9.2% of its portfolio.
• Other institutional investors also added to Microsoft, and hedge funds and other institutions now own 71.13% of the stock. This suggests continued strong interest from large investors despite recent market volatility.
• Analysts remain broadly positive on Microsoft, with 41 Buy ratings and a consensus target price of $561.20. The company also reported better-than-expected quarterly earnings and revenue, even as the stock traded down about 2% in the session.

Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust purchased a new position in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 70,877 shares of the software giant's stock, valued at approximately $34,278,000. Microsoft makes up 9.2% of Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust's holdings, making the stock its largest holding.

Several other hedge funds also recently bought and sold shares of the stock. WFA Asset Management Corp grew its position in shares of Microsoft by 27.0% in the first quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant's stock valued at $427,000 after purchasing an additional 216 shares during the period. Ironwood Wealth Management LLC. grew its position in shares of Microsoft by 0.3% in the second quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant's stock valued at $5,658,000 after purchasing an additional 38 shares during the period. Discipline Wealth Solutions LLC grew its position in shares of Microsoft by 410.4% in the third quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant's stock valued at $1,144,000 after purchasing an additional 2,138 shares during the period. Wealth Group Ltd. grew its position in shares of Microsoft by 1.2% in the fourth quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant's stock valued at $1,000,000 after purchasing an additional 28 shares during the period. Finally, Eagle Capital Management LLC grew its position in shares of Microsoft by 0.4% in the fourth quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant's stock valued at $9,735,000 after purchasing an additional 96 shares during the period. Hedge funds and other institutional investors own 71.13% of the company's stock.

Analysts Set New Price Targets

MSFT has been the subject of a number of recent analyst reports. Rothschild & Co Redburn lowered their price objective on Microsoft from $450.00 to $400.00 and set a "neutral" rating for the company in a research report on Thursday, April 23rd. Arete Research lifted their price objective on Microsoft from $730.00 to $870.00 and gave the company a "buy" rating in a research report on Tuesday, May 5th. Mizuho lowered their price objective on Microsoft from $620.00 to $515.00 and set an "outperform" rating for the company in a research report on Tuesday, April 14th. Evercore lowered their price objective on Microsoft from $580.00 to $510.00 and set an "outperform" rating for the company in a research report on Thursday, April 30th. Finally, Cantor Fitzgerald reaffirmed an "overweight" rating and issued a $502.00 price objective on shares of Microsoft in a research report on Thursday, June 4th. Forty-one equities research analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company. Based on data from MarketBeat, the company has an average rating of "Moderate Buy" and a consensus target price of $561.20.

Insider Transactions at Microsoft

In related news, CEO Judson Althoff sold 15,500 shares of the stock in a transaction dated Monday, June 1st. The stock was sold at an average price of $460.99, for a total value of $7,145,345.00. Following the completion of the transaction, the chief executive officer owned 110,477 shares of the company's stock, valued at approximately $50,928,792.23. This represents a 12.30% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this link. Also, EVP Amy Coleman sold 1,262 shares of the 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 transaction, the executive vice president directly owned 46,003 shares of the company's stock, valued at $18,922,874.02. This represents a 2.67% decrease in their position. The disclosure for this sale is available in the SEC filing. Corporate insiders own 0.03% of the company's stock.

Microsoft Trading Down 2.0%

NASDAQ:MSFT opened at $403.41 on Wednesday. The stock has a market cap of $3.00 trillion, a price-to-earnings ratio of 24.01, a price-to-earnings-growth ratio of 1.48 and a beta of 1.11. Microsoft Corporation has a one year low of $356.28 and a one year high of $555.45. The company has a debt-to-equity ratio of 0.08, a quick ratio of 1.27 and a current ratio of 1.28. The business's 50-day simple moving average is $409.48 and its 200 day simple moving average is $430.37.

Microsoft (NASDAQ:MSFT - Get Free Report) last issued its quarterly earnings results on Wednesday, April 29th. The software giant reported $4.27 EPS for the quarter, beating analysts' consensus estimates of $4.06 by $0.21. The firm had revenue of $82.89 billion during 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%.Microsoft's revenue for the quarter was up 18.3% on a year-over-year basis. During the same quarter in the prior year, the business posted $3.46 earnings per share. As a group, sell-side analysts predict that Microsoft Corporation will post 16.76 earnings per share for the current fiscal year.

Microsoft News Summary

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft won a major healthcare AI win, with NHS England planning a rollout of Microsoft 365 Copilot to 505,000 clinicians and staff. The deal could expand recurring Copilot adoption and reinforces Microsoft’s AI monetization story. Article Title
• Positive Sentiment: Analysts pointed to fresh support for Azure and Microsoft’s broader AI cloud business, including commentary that rising AI infrastructure demand could boost cloud upside and longer-term earnings growth. Article Title
• Positive Sentiment: Microsoft also received positive coverage around its AI strategy, with articles highlighting its agentic AI ambitions and Citi reaffirming a Buy rating with a $620 price target, signaling continued Wall Street confidence. Article Title
• Neutral Sentiment: Microsoft’s open-source GitHub projects were reportedly compromised by hackers trying to steal AI developer logins, which is a security concern but not yet a clear direct financial hit. Article Title
• Neutral Sentiment: Several pieces discussed Microsoft’s long-term AI position, OpenAI relationship, and stock valuation, but these were mostly commentary rather than new business updates. Article Title
• Negative Sentiment: Microsoft stock is also facing pressure from reports that it is “sinking” despite some positive news, reflecting investor caution after recent gains and a broader rotation away from mega-cap tech. Article Title
• Negative Sentiment: Short-interest data and hedge-fund activity added to the cautious tone, with articles noting Microsoft has been a recent target of heavy debate and that David Tepper sold most of Appaloosa’s Microsoft position. Article Title

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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