SG Trading Solutions LLC Acquires New Stake in Microsoft Corporation $MSFT

Key Points

• SG Trading Solutions LLC disclosed a new fourth-quarter stake in Microsoft, buying 50,332 shares valued at about $24.3 million. The position represents roughly 5.7% of its portfolio and is now its third-largest holding.
• Wall Street remains broadly optimistic on Microsoft, with 41 Buy ratings and six Hold ratings. The stock’s consensus view is Moderate Buy, with an average price target of $561.20.
• Microsoft’s latest earnings topped expectations, reporting $4.27 EPS on $82.89 billion in revenue, up 18.3% year over year. The company also announced a quarterly dividend of $0.91 per share, payable on September 10.

SG Trading Solutions LLC bought a new position in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor bought 50,332 shares of the software giant's stock, valued at approximately $24,342,000. Microsoft makes up approximately 5.7% of SG Trading Solutions LLC's portfolio, making the stock its 3rd largest position.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. Longfellow Investment Management Co. LLC lifted its holdings in Microsoft by 51.3% during the 2nd quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant's stock worth $29,000 after buying an additional 20 shares in the last quarter. Bernzott Capital Advisors acquired a new position in shares of Microsoft in the fourth quarter worth $34,000. Timmons Wealth Management LLC purchased a new stake in shares of Microsoft during the fourth quarter worth $36,000. Fairway Wealth LLC increased its position in shares of Microsoft by 287.0% during the fourth quarter. Fairway Wealth LLC now owns 89 shares of the software giant's stock worth $43,000 after acquiring an additional 66 shares during the period. Finally, LSV Asset Management acquired a new stake in shares of Microsoft in the fourth quarter valued at $44,000. 71.13% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

MSFT has been the subject of a number of recent research reports. Citizens Jmp initiated coverage on Microsoft in a report on Monday, June 1st. They issued an "outperform" rating and a $550.00 target price for the company. Mizuho cut their price target on Microsoft from $620.00 to $515.00 and set an "outperform" rating on the stock in a report on Tuesday, April 14th. President Capital increased their price target on Microsoft from $500.00 to $520.00 and gave the company a "buy" rating in a research report on Thursday, April 30th. Bank of America began coverage on Microsoft in a research note on Tuesday, March 24th. They issued a "buy" rating and a $500.00 price objective for the company. Finally, Raymond James Financial downgraded Microsoft from a "market perform" rating to a "market perform" rating in a research report on Tuesday, May 5th. Forty-one equities research analysts have rated the stock with a Buy rating and six have given a Hold rating to the company's stock. According to MarketBeat, Microsoft presently has a consensus rating of "Moderate Buy" and an average target price of $561.20.

Insider Buying and Selling

In related news, EVP Amy Coleman sold 1,262 shares of the business's stock in a transaction 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 sale, the executive vice president directly owned 46,003 shares of the company's stock, valued at $18,922,874.02. The trade was a 2.67% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Takeshi Numoto sold 4,500 shares of the company's stock in a transaction on 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 have sold 23,762 shares of company stock worth $10,508,361 in the last ninety days. 0.03% of the stock is owned by corporate insiders.

Trending Headlines about 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

NASDAQ:MSFT opened at $379.40 on Friday. The firm has a market capitalization of $2.82 trillion, a PE ratio of 22.58, a price-to-earnings-growth ratio of 1.37 and a beta of 1.11. The business's fifty day moving average price is $412.37 and its 200 day moving average price is $425.58. 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 12 month low of $356.28 and a 12 month high of $555.45.

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

Microsoft Announces Dividend

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

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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