Stephens Inc. AR Has $141.74 Million Stock Holdings in Microsoft Corporation $MSFT

Key Points

• Stephens Inc. AR increased its Microsoft stake by 5.9% in the first quarter, adding 21,251 shares to bring its total holdings to 382,340 shares valued at about $141.7 million.
• Microsoft continues to draw bullish attention from analysts and investors, supported by strong Azure demand, Copilot adoption, and broader AI/cloud tailwinds, even as some concerns remain about heavy AI spending and margin pressure.
• Insiders have been selling shares, including EVP Takeshi Numoto and CEO Judson Althoff, while the stock traded down 1.8% and remained highly owned by institutions at 71.13% of shares outstanding.

Stephens Inc. AR boosted its holdings in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 5.9% during the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 382,340 shares of the software giant's stock after buying an additional 21,251 shares during the quarter. Microsoft makes up 1.8% of Stephens Inc. AR's holdings, making the stock its 6th biggest holding. Stephens Inc. AR's holdings in Microsoft were worth $141,743,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of MSFT. Longfellow Investment Management Co. LLC increased its holdings in shares of Microsoft by 51.3% during the second 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 bought a new position in shares of Microsoft in the 4th quarter valued at $34,000. Timmons Wealth Management LLC acquired a new stake in shares of Microsoft during the 4th quarter valued at $36,000. Fairway Wealth LLC boosted its holdings in shares of Microsoft by 287.0% during the 4th quarter. Fairway Wealth LLC now owns 89 shares of the software giant's stock valued at $43,000 after acquiring an additional 66 shares in the last quarter. Finally, University of Illinois Foundation bought a new stake in Microsoft during the 2nd quarter worth $50,000. Institutional investors own 71.13% of the company's stock.

Key Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft is still getting support from Wall Street, with some analysts and portfolio managers reiterating buy ratings and arguing that Azure demand, Copilot adoption, and Microsoft 365 tailwinds can support long-term earnings power. Article: Josh Baer Reiterates Buy on Microsoft, Citing AI Leadership, Azure/M365 Budget Tailwinds and Underappreciated Earnings Power
• Positive Sentiment: A CIO survey and other commentary pointed to strong Azure demand at multi-year highs, reinforcing the view that Microsoft’s cloud and AI platform remains a core beneficiary of enterprise spending. Article: Microsoft (MSFT) Stock Surges on Strong Azure Demand in Latest CIO Survey
• Positive Sentiment: Microsoft also announced a multi-year AI infrastructure partnership with 3M, which investors viewed as another sign that its Azure ecosystem is expanding into real-world enterprise use cases. Article: Microsoft Stock Rebounds on 3M Optical Infrastructure Alliance
• Neutral Sentiment: Microsoft CEO Satya Nadella criticized Anthropic’s Fable restrictions and pushed for Microsoft to promote its own AI models more aggressively, highlighting the company’s effort to reduce reliance on outside AI vendors. Article: Microsoft's Nadella rips Anthropic's Fable restrictions in staff meeting: 'Doesn't make sense'
• Neutral Sentiment: Reports that Microsoft is training its sales force to push in-house AI models over OpenAI, Google, and Anthropic suggest a strategic shift toward better control over costs and monetization, but the market is still waiting for proof that this approach boosts returns. Article: Microsoft is reportedly training salespeople to talk down OpenAI and Anthropic
• Negative Sentiment: Several reports said analysts trimmed price targets ahead of earnings, and commentary stressed that investors are increasingly worried Microsoft’s AI spending spree could pressure margins before the payoff becomes visible. Article: Why Microsoft Is Playing a Different AI Game Than Big Tech—and Cash Flow Is the Test
• Negative Sentiment: Microsoft is facing added overhang from securities class-action deadlines and allegations tied to Copilot and Azure disclosures, which can keep pressure on sentiment even though these developments are not operational. Article: MSFT UPCOMING DEADLINE : The Gross Law Firm Alerts Microsoft Corporation Stockholders of Securities Class Action

Insider Transactions at Microsoft

In other news, EVP Takeshi Numoto sold 4,500 shares of the 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 sale, the executive vice president directly owned 47,468 shares in the company, valued at $19,122,009.12. This represents a 8.66% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, CEO Judson Althoff sold 15,500 shares of the business's stock in a transaction 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 owned 110,477 shares in the company, valued at approximately $50,928,792.23. The trade was a 12.30% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 23,762 shares of company stock worth $10,508,361. Company insiders own 0.03% of the company's stock.

Microsoft Trading Down 1.8%

Shares of MSFT stock opened at $393.82 on Friday. The stock has a market cap of $2.93 trillion, a price-to-earnings ratio of 23.44, a PEG ratio of 1.20 and a beta of 1.13. The stock has a 50-day moving average of $400.28 and a 200-day moving average of $411.30. The company has a current ratio of 1.28, a quick ratio of 1.27 and a debt-to-equity ratio of 0.08. Microsoft Corporation has a 1-year low of $349.20 and a 1-year high of $555.45.

Microsoft (NASDAQ:MSFT - Get Free Report) last issued its quarterly earnings data on Wednesday, April 29th. The software giant reported $4.27 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $4.06 by $0.21. Microsoft had a return on equity of 31.94% and a net margin of 39.34%.The company had revenue of $82.89 billion during the quarter, compared to the consensus estimate of $81.44 billion. During the same period last year, the company earned $3.46 earnings per share. The firm's revenue was up 18.3% compared to the same quarter last year. On average, equities research analysts forecast that Microsoft Corporation will post 16.71 earnings per share for the current year.

Microsoft Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Thursday, August 20th will be issued a dividend of $0.91 per share. The ex-dividend date is Thursday, August 20th. This represents a $3.64 annualized dividend and a yield of 0.9%. Microsoft's dividend payout ratio (DPR) is presently 21.67%.

Wall Street Analyst Weigh In

Several research firms have commented on MSFT. Barclays reiterated an "overweight" rating on shares of Microsoft in a research report on Wednesday, June 3rd. Cantor Fitzgerald restated an "overweight" rating and set a $502.00 price target on shares of Microsoft in a report on Thursday, June 4th. Argus lowered their price objective on Microsoft from $620.00 to $510.00 and set a "buy" rating for the company in a research note on Friday, July 10th. Stifel Nicolaus dropped their price objective on shares of Microsoft from $415.00 to $400.00 and set a "hold" rating for the company in a report on Thursday, June 25th. Finally, HSBC cut their target price on shares of Microsoft from $593.00 to $571.00 in a research report on Thursday, April 30th. Forty-one equities research analysts have rated the stock with a Buy rating and seven have given a Hold rating to the company's stock. Based on data from MarketBeat.com, Microsoft has an average rating of "Moderate Buy" and an average price target of $557.96.

Microsoft 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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