Worthington Financial Partners LLC Buys Shares of 6,286 Microsoft Corporation $MSFT

Key Points

• Worthington Financial Partners LLC opened a new position in Microsoft, buying 6,286 shares valued at about $3.04 million. The stake makes Microsoft roughly 2.7% of the fund’s portfolio and its sixth-largest holding.
• Microsoft shares were down 3.2% in recent trading, with the stock opening at $367.34. Even so, the company remains huge at a $2.73 trillion market cap, and analysts still have a Moderate Buy consensus target of $561.20.
• The company beat quarterly expectations with $4.27 EPS and $82.89 billion in revenue, while also announcing a quarterly dividend of $0.91 per share. Recent insider selling included trades by EVP Takeshi Numoto and CEO Judson Althoff.

Worthington Financial Partners LLC purchased a new position in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund purchased 6,286 shares of the software giant's stock, valued at approximately $3,040,000. Microsoft accounts for about 2.7% of Worthington Financial Partners LLC's portfolio, making the stock its 6th biggest position.

Other institutional investors and hedge funds also recently modified their holdings of the company. Rochester Wealth Strategies LLC increased its stake in shares of Microsoft by 2.9% during the third quarter. Rochester Wealth Strategies LLC now owns 700 shares of the software giant's stock valued at $363,000 after acquiring an additional 20 shares during the period. Longfellow Investment Management Co. LLC boosted its stake in Microsoft by 51.3% during the 2nd quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant's stock valued at $29,000 after purchasing an additional 20 shares in the last quarter. Shepherd Kaplan Krochuk LLC increased its position in shares of Microsoft by 4.9% during the 3rd quarter. Shepherd Kaplan Krochuk LLC now owns 431 shares of the software giant's stock valued at $223,000 after purchasing an additional 20 shares during the period. Fischer Investment Strategies LLC increased its position in shares of Microsoft by 3.1% during the 4th quarter. Fischer Investment Strategies LLC now owns 697 shares of the software giant's stock valued at $337,000 after purchasing an additional 21 shares during the period. Finally, Pollock Investment Advisors LLC raised its stake in shares of Microsoft by 0.8% in the 3rd quarter. Pollock Investment Advisors LLC now owns 2,805 shares of the software giant's stock worth $1,453,000 after buying an additional 21 shares in the last quarter. Institutional investors own 71.13% of the company's stock.

Microsoft Trading Down 3.2%

Shares of NASDAQ MSFT opened at $367.34 on Tuesday. The company has a quick ratio of 1.27, a current ratio of 1.28 and a debt-to-equity ratio of 0.08. Microsoft Corporation has a 12 month low of $356.28 and a 12 month high of $555.45. The company has a market cap of $2.73 trillion, a price-to-earnings ratio of 21.87, a P/E/G ratio of 1.37 and a beta of 1.11. The business has a fifty day simple moving average of $412.26 and a 200-day simple moving average of $424.28.

Microsoft (NASDAQ:MSFT - Get Free Report) last issued its quarterly earnings results on Wednesday, April 29th. The software giant reported $4.27 earnings per share 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 firm had revenue of $82.89 billion for the quarter, compared to analysts' expectations of $81.44 billion. During the same quarter last year, the business posted $3.46 EPS. Microsoft's revenue was up 18.3% on a year-over-year basis. Sell-side analysts predict that Microsoft Corporation will post 16.76 EPS for the current year.

Microsoft Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders 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 dividend on an annualized basis and a dividend yield of 1.0%. Microsoft's payout ratio is currently 21.67%.

Insider Activity at Microsoft

In other news, EVP Takeshi Numoto sold 4,500 shares of the stock in a transaction on Wednesday, June 10th. The stock was sold at an average price of $402.84, for a total value of $1,812,780.00. Following the completion of the sale, the executive vice president 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 document filed with the Securities & Exchange Commission, which is available at this link. Also, CEO Judson Althoff sold 15,500 shares of the firm's stock in a transaction on 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 sale, the chief executive officer directly owned 110,477 shares of the company's stock, valued at approximately $50,928,792.23. This trade represents a 12.30% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 23,762 shares of company stock worth $10,508,361. 0.03% of the stock is owned by corporate insiders.

Microsoft News Summary

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft and Chevron announced a 20-year agreement to build Project Kilby, a 2.67-gigawatt natural-gas-powered facility in West Texas to support Microsoft’s AI and cloud data centers, reinforcing long-term demand for Microsoft’s AI infrastructure. Reuters article on Chevron signs power supply deal with Microsoft for Texas data center
• Positive Sentiment: Microsoft’s CEO Satya Nadella called for broader AI access, lower-cost models, and more emphasis on trust and choice, which supports the case that Microsoft is positioning itself to compete beyond the expensive frontier-model race. Yahoo Finance article on Microsoft CEO Calls for Broader AI Access
• Neutral Sentiment: Microsoft was cited as part of a broader Big Tech pullback tied to AI sector rotation and regulatory overhang, suggesting the stock is being dragged by the group rather than by company-specific operating news. Yahoo Finance article on US Equity Indexes Mixed Amid Steep Decline in Communication Services
• Neutral Sentiment: Multiple investor-rights firms announced or promoted a securities class action against Microsoft related to alleged Copilot-related disclosures, adding headline risk but not yet changing the underlying business outlook. GlobeNewswire article on MSFT Alert
• Negative Sentiment: New class-action headlines around Microsoft’s Copilot issues and alleged investor harm may weigh on sentiment by increasing legal uncertainty and keeping attention on prior stock declines. PR Newswire article on MSFT Stockholder Alert

Analysts Set New Price Targets

MSFT has been the subject of several research analyst reports. Phillip Securities upgraded Microsoft to a "buy" rating and set a $485.00 price objective for the company in a report on Wednesday, May 13th. Citigroup started coverage on shares of Microsoft in a research report on Monday, June 1st. They issued a "market outperform" rating on the stock. Stifel Nicolaus upped their price target on shares of Microsoft from $392.00 to $415.00 and gave the company a "hold" rating in a report on Thursday, April 30th. Deutsche Bank Aktiengesellschaft reduced their price objective on shares of Microsoft from $575.00 to $550.00 and set a "buy" rating for the company in a research report on Thursday, April 30th. Finally, Barclays reiterated an "overweight" rating on shares of Microsoft in a report on Wednesday, June 3rd. Forty-one equities research analysts have rated the stock with a Buy rating and six have given a Hold rating to the company. According to data from MarketBeat, Microsoft presently has an average rating of "Moderate Buy" and a consensus target price of $561.20.

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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