Spinnaker Investment Group LLC Has $13.97 Million Stock Position in Microsoft Corporation $MSFT

Key Points

• Spinnaker Investment Group reduced its Microsoft stake by 5.3% in the second quarter, leaving it with 37,457 shares valued at approximately $13.97 million. Microsoft represents 2.2% of the firm’s portfolio, while institutional investors and hedge funds own 71.13% of the stock.
• Microsoft reported strong quarterly results, with earnings per share of $4.74 beating estimates by $0.50 and revenue rising 17.7% year over year to $90.01 billion. Analysts maintain a “Moderate Buy” consensus rating with an average price target of $560.27.
• Microsoft continues expanding its artificial-intelligence operations through a Saudi HUMAIN partnership, a planned 50-megawatt NVIDIA-powered data-center deployment, and efforts to develop proprietary frontier models.

Spinnaker Investment Group LLC lowered its stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 5.3% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 37,457 shares of the software giant's stock after selling 2,088 shares during the quarter. Microsoft comprises approximately 2.2% of Spinnaker Investment Group LLC's holdings, making the stock its 12th largest holding. Spinnaker Investment Group LLC's holdings in Microsoft were worth $13,972,000 as of its most recent SEC filing.

Several other large investors have also recently bought and sold shares of the stock. WFA Asset Management Corp increased its stake in Microsoft by 27.0% during the first quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant's stock valued at $427,000 after acquiring an additional 216 shares during the period. Ironwood Wealth Management LLC. lifted its position in shares of Microsoft by 0.3% in the 2nd quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant's stock worth $5,658,000 after acquiring an additional 38 shares during the period. Discipline Wealth Solutions LLC grew its holdings in shares of Microsoft by 410.4% during the 3rd quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant's stock worth $1,144,000 after purchasing an additional 2,138 shares in the last quarter. Wealth Group Ltd. increased its position in shares of Microsoft by 1.2% during 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 raised its stake 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 in the last quarter. 71.13% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft announced a long-term partnership with Saudi Arabia’s HUMAIN to bring Arabic-language ALLAM AI models to Microsoft Foundry and Microsoft 365 Copilot. The agreement strengthens Microsoft’s enterprise-AI reach in the Middle East and could support additional Azure and Copilot adoption. Microsoft Expands Middle East AI Footprint Through Long-Term HUMAIN Deal
• Positive Sentiment: Microsoft and ChronoScale reportedly plan a 50-megawatt AI-compute deployment using NVIDIA GB300 systems. The project signals continued demand for Microsoft’s cloud and AI infrastructure, although it also implies substantial near-term capital spending. ChronoScale and Microsoft Plan 50 MW AI Compute Deployment
• Positive Sentiment: Microsoft’s Superintelligence team is pursuing internally developed frontier models and greater AI self-sufficiency. Building proprietary models could reduce dependence on outside providers and improve long-term economics if execution is successful. Microsoft AI Self-Sufficiency Strategy
• Positive Sentiment: Investor Bill Ackman’s Pershing Square reportedly made Microsoft its largest AI-related holding after reducing Alphabet exposure, adding an influential vote of confidence in Microsoft’s cloud, AI and backlog outlook. Bill Ackman’s Pershing Square Microsoft Investment

Microsoft Price Performance

Shares of MSFT stock opened at $505.06 on Friday. The stock's fifty day moving average is $428.19 and its 200-day moving average is $411.73. The stock has a market capitalization of $3.75 trillion, a PE ratio of 28.12, a PEG ratio of 1.60 and a beta of 1.11. The company has a debt-to-equity ratio of 0.07, a quick ratio of 1.22 and a current ratio of 1.23. Microsoft Corporation has a 52 week low of $349.20 and a 52 week high of $553.72.

Microsoft (NASDAQ:MSFT - Get Free Report) last posted its quarterly earnings data on Wednesday, July 29th. The software giant reported $4.74 earnings per share for the quarter, beating the consensus estimate of $4.24 by $0.50. Microsoft had a net margin of 40.31% and a return on equity of 31.98%. The firm had revenue of $90.01 billion during the quarter, compared to analysts' expectations of $87.62 billion. During the same quarter last year, the company posted $3.65 EPS. The company's quarterly revenue was up 17.7% compared to the same quarter last year. Equities research analysts expect that Microsoft Corporation will post 19.59 EPS for the current fiscal year.

Microsoft Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders 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 yield of 0.7%. The ex-dividend date is Thursday, August 20th. Microsoft's dividend payout ratio (DPR) is presently 20.27%.

Insider Buying and Selling at Microsoft

In related news, EVP Takeshi Numoto sold 4,810 shares of Microsoft stock in a transaction dated Tuesday, August 4th. The stock was sold at an average price of $496.48, for a total value of $2,388,068.80. Following the completion of the sale, the executive vice president directly owned 42,677 shares in the company, valued at $21,188,276.96. This trade represents a 10.13% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Judson Althoff sold 10,000 shares of the business's stock in a transaction dated Wednesday, August 5th. The stock was sold at an average price of $487.89, for a total value of $4,878,900.00. Following the sale, the chief executive officer directly owned 100,447 shares of the company's stock, valued at $49,007,086.83. This represents a 9.05% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 37,310 shares of company stock valued at $17,256,219 over the last three months. Insiders own 0.03% of the company's stock.

Analyst Upgrades and Downgrades

Several research analysts recently commented on the company. Tigress Financial raised their target price on Microsoft from $680.00 to $690.00 and gave the stock a "buy" rating in a research report on Wednesday, August 5th. Morgan Stanley restated an "overweight" rating on shares of Microsoft in a research note on Thursday, July 30th. Weiss Ratings reaffirmed a "hold (c)" rating on shares of Microsoft in a report on Monday, July 6th. HSBC lowered their target price on shares of Microsoft from $593.00 to $571.00 in a research note on Thursday, April 30th. Finally, Argus cut their price target on shares of Microsoft from $620.00 to $510.00 and set a "buy" rating for the company in a research note on Friday, July 10th. Forty-two investment analysts have rated the stock with a Buy rating and five have given a Hold rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and a consensus price target of $560.27.

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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