Tema Etfs LLC Has $19.40 Million Stake in Microsoft Corporation $MSFT

Key Points

• Tema Etfs LLC reduced its Microsoft stake by 16.8% in Q4 to 40,110 shares worth about $19.40 million, making MSFT roughly 1.5% of its portfolio and its 7th-largest holding.
• Institutional ownership stands at 71.13%, analysts rate MSFT a "Moderate Buy" with a consensus target of $586.26, and unusually heavy call buying signals short-term bullish sentiment ahead of the April 29 earnings report.
• Key risks include reported friction with OpenAI, rising competition (e.g., Anthropic), and heavy AI capex that could compress margins despite recent strong results (Q EPS $4.14, revenue $81.27B).

Tema Etfs LLC lessened its position in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 16.8% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 40,110 shares of the software giant's stock after selling 8,098 shares during the period. Microsoft comprises about 1.5% of Tema Etfs LLC's portfolio, making the stock its 7th largest holding. Tema Etfs LLC's holdings in Microsoft were worth $19,398,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently modified their holdings of MSFT. Longfellow Investment Management Co. LLC lifted its stake in shares of 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 during the last quarter. Bayforest Capital Ltd acquired a new stake in shares of Microsoft during the 3rd quarter worth about $38,000. LSV Asset Management acquired a new stake in shares of Microsoft during the 4th quarter worth about $44,000. Sellwood Investment Partners LLC acquired a new stake in shares of Microsoft during the 3rd quarter worth about $49,000. Finally, University of Illinois Foundation acquired a new stake in shares of Microsoft during the 2nd quarter worth about $50,000. Institutional investors own 71.13% of the company's stock.

More Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Unusually heavy bullish options flow: traders bought roughly 811,669 MSFT call options Monday (about +31% vs. average), signaling short‑term investor conviction and speculative buying that can lift the stock.
• Positive Sentiment: Investor/market commentary is bullish — some investors now say it’s time to pounce after the pullback, framing MSFT as a value play with long-term AI and Azure upside. Microsoft Stock (MSFT) Rebound Gains Steam
• Positive Sentiment: Analyst backing and buy‑the‑dip narratives: Bernstein and other bull cases argue AI capex fears are over‑priced and the pullback creates a margin of safety; several firms maintain bullish ratings and lofty price targets (median target still well above current levels). ‘This Looks Worse Than It Is,’ Says Bernstein
• Positive Sentiment: Positive fundamentals on AI monetization: coverage highlights Copilot, Azure growth and a sizable AI backlog as drivers of revenue and margins — supporting the bull narrative that near‑term noise may not derail long‑term cash flow. This Is How Microsoft Is Making Money from AI Right Now
• Neutral Sentiment: Upcoming catalyst: Microsoft reports earnings later this month (April 29) — results and Azure growth commentary could amplify moves in either direction, so many traders are positioning ahead of the print. Should You Buy Microsoft Stock Before April 29?
• Neutral Sentiment: Sector tailwind: tech stocks were broadly firmer late Monday, which often lifts large-cap names like MSFT alongside the group. Sector Update: Tech Stocks Gain Late Afternoon
• Negative Sentiment: OpenAI partnership friction: a leaked internal memo and reporting that OpenAI sees Microsoft as limiting its enterprise reach — plus OpenAI’s pivot toward Amazon/AWS — raise strategic risk to MSFT’s exclusive‑access narrative and could pressure future AI revenue assumptions. OpenAI touts Amazon alliance in memo, says Microsoft has 'limited our ability'
• Negative Sentiment: Competition and product overlap: Anthropic and others are expanding into Office/enterprise integrations (e.g., Claude for Word), which could cap some of Microsoft’s Copilot upside and add competitive pressure. Anthropic Launches Claude for Word
• Negative Sentiment: AI capex and margin concerns: social and analyst discussion flag heavy AI infrastructure spending and a technical downtrend; if capex keeps compressing margins or Azure growth disappoints, downside could deepen before recovery. Microsoft Stock Opinions on AI Capex-Driven Drawdown

Wall Street Analyst Weigh In

A number of analysts have recently issued reports on the stock. Wells Fargo & Company cut their target price on shares of Microsoft from $630.00 to $615.00 and set an "overweight" rating for the company in a research note on Thursday, January 29th. Guggenheim restated a "buy" rating and set a $586.00 target price on shares of Microsoft in a research note on Thursday, January 22nd. Wolfe Research cut their target price on shares of Microsoft from $625.00 to $530.00 and set an "outperform" rating for the company in a research note on Thursday, January 29th. Deutsche Bank Aktiengesellschaft cut their target price on shares of Microsoft from $630.00 to $575.00 and set a "buy" rating for the company in a research note on Thursday, January 29th. Finally, BNP Paribas Exane cut their target price on shares of Microsoft from $659.00 to $556.00 and set an "outperform" rating for the company in a research note on Friday. Two research analysts have rated the stock with a Strong Buy rating, thirty-eight have given a Buy rating and five have issued a Hold rating to the company's stock. According to MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and a consensus target price of $586.26.

Microsoft Price Performance

Shares of Microsoft stock opened at $384.37 on Tuesday. Microsoft Corporation has a twelve month low of $355.67 and a twelve month high of $555.45. The company has a quick ratio of 1.38, a current ratio of 1.39 and a debt-to-equity ratio of 0.09. The company has a 50-day simple moving average of $391.33 and a two-hundred day simple moving average of $456.51. The stock has a market capitalization of $2.85 trillion, a price-to-earnings ratio of 24.04, a price-to-earnings-growth ratio of 1.41 and a beta of 1.11.

Microsoft (NASDAQ:MSFT - Get Free Report) last issued its quarterly earnings data on Wednesday, January 28th. The software giant reported $4.14 earnings per share for the quarter, topping the consensus estimate of $3.86 by $0.28. Microsoft had a net margin of 39.04% and a return on equity of 32.34%. The business had revenue of $81.27 billion during the quarter, compared to analysts' expectations of $80.28 billion. During the same quarter in the previous year, the company earned $3.23 EPS. The business's revenue was up 16.7% on a year-over-year basis. Analysts forecast that Microsoft Corporation will post 13.08 EPS for the current year.

Microsoft Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, June 11th. Stockholders of record on Thursday, May 21st will be given a $0.91 dividend. The ex-dividend date is Thursday, May 21st. This represents a $3.64 annualized dividend and a dividend yield of 0.9%. Microsoft's payout ratio is presently 22.76%.

Insider Activity at Microsoft

In other news, Director John W. Stanton bought 5,000 shares of the company's stock in a transaction dated Wednesday, February 18th. The stock was bought at an average cost of $397.35 per share, for a total transaction of $1,986,750.00. Following the transaction, the director owned 83,905 shares of the company's stock, valued at $33,339,651.75. This represents a 6.34% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Kathleen T. Hogan sold 12,321 shares of the business's stock in a transaction that occurred on Friday, March 6th. The shares were sold at an average price of $409.52, for a total transaction of $5,045,695.92. Following the completion of the transaction, the executive vice president owned 137,933 shares of the company's stock, valued at $56,486,322.16. The trade was a 8.20% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 0.03% of the stock is currently owned by insiders.

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).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.