Choreo LLC Has $152.10 Million Stock Position in Microsoft Corporation $MSFT

Choreo LLC reduced its holdings in shares of Microsoft Corporation (NASDAQ:MSFT) by 2.1% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 312,019 shares of the software giant’s stock after selling 6,843 shares during the quarter. Microsoft accounts for about 1.9% of Choreo LLC’s holdings, making the stock its 13th biggest position. Choreo LLC’s holdings in Microsoft were worth $152,103,000 as of its most recent SEC filing.

A number of other hedge funds have also recently made changes to their positions in MSFT. WFA Asset Management Corp grew its holdings in shares of 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 buying an additional 216 shares during the last quarter. Ironwood Wealth Management LLC. grew its holdings in shares of Microsoft by 0.3% during the second quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant’s stock valued at $5,658,000 after buying an additional 38 shares during the last quarter. Discipline Wealth Solutions LLC grew its holdings in shares of Microsoft by 410.4% during the third quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant’s stock valued at $1,144,000 after buying an additional 2,138 shares during the last quarter. Wealth Group Ltd. grew its holdings 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 buying an additional 28 shares during the last quarter. Finally, Eagle Capital Management LLC boosted its holdings in Microsoft by 0.4% during the fourth quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant’s stock worth $9,735,000 after purchasing an additional 96 shares during the last quarter. 71.13% of the stock is currently owned by institutional investors and hedge funds.

Key Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Q3 beat and AI/cloud momentum — MSFT beat EPS and revenue expectations, Azure/cloud growth accelerated ~40% and management cited an AI revenue run?rate near $37B, supporting the long?term growth story. Microsoft Q3 press release and transcript
• Positive Sentiment: Analysts largely remain bullish — multiple firms reaffirmed Buy/Outperform ratings and some raised targets (Wells Fargo, Piper Sandler and others), reflecting confidence in Azure and AI monetization. Microsoft Wins Buy Rating on Strong AI-Driven Cloud Momentum
• Positive Sentiment: Product traction: Copilot & LinkedIn monetization — management said paid Copilot users and LinkedIn AI hiring products are scaling, which supports higher recurring AI revenue potential. Microsoft says it has over 20m paid Copilot users
• Neutral Sentiment: Wall Street is split — some firms trimmed targets on valuation/spending concerns while others lifted targets on stronger AI monetization; expect continued divergent analyst commentary and price?target revisions. Wall Street Splits on Microsoft After Earnings
• Neutral Sentiment: Options activity shows speculative bullish interest — unusually large call volume suggests some traders are betting on a rebound even as the stock trades lower (this can amplify intraday moves).
• Negative Sentiment: Heavy capex & margin/cash?flow concerns — MSFT raised 2026 capex guidance toward ~\$190B and noted a meaningful jump in infrastructure spending; investors sold into the beat, fearing pressure on free cash flow and near?term returns. Microsoft Falls 5% Despite Q3 Beat: Why $190 Billion in AI Spending Has Investors Worried
• Negative Sentiment: Near?term target trims and one?time charges — several firms trimmed targets and Microsoft disclosed charges (e.g., voluntary retirement program) and other near?term costs, adding to headline risk. Cantor Fitzgerald Cuts Microsoft Price Target

Insider Activity

In related news, Director John W. Stanton acquired 5,000 shares of the stock in a transaction on Wednesday, February 18th. The shares were acquired at an average price of $397.35 per share, with a total value of $1,986,750.00. Following the completion of the transaction, the director owned 83,905 shares in the company, valued at approximately $33,339,651.75. The trade was a 6.34% increase in their position. The purchase was disclosed in a legal filing with the SEC, which is accessible through this link. Also, EVP Kathleen T. Hogan sold 12,321 shares of Microsoft stock in a transaction dated Friday, March 6th. The stock was sold at an average price of $409.52, for a total transaction of $5,045,695.92. Following the completion of the sale, the executive vice president directly owned 137,933 shares in the company, valued at approximately $56,486,322.16. This represents a 8.20% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders own 0.03% of the company’s stock.

Microsoft Stock Performance

Shares of MSFT stock opened at $407.78 on Friday. The firm has a market cap of $3.03 trillion, a price-to-earnings ratio of 24.27, a P/E/G ratio of 1.60 and a beta of 1.11. The company has a debt-to-equity ratio of 0.09, a quick ratio of 1.38 and a current ratio of 1.39. Microsoft Corporation has a 52 week low of $356.28 and a 52 week high of $555.45. The firm’s 50-day simple moving average is $395.28 and its two-hundred day simple moving average is $448.37.

Microsoft (NASDAQ:MSFT) last announced its quarterly earnings data on Wednesday, April 29th. The software giant reported $4.27 EPS for the quarter, topping the consensus estimate of $4.06 by $0.21. The business 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 33.00%. The company’s revenue for the quarter was up 18.3% on a year-over-year basis. During the same quarter in the previous year, the firm posted $3.46 earnings per share. As a group, equities analysts forecast that Microsoft Corporation will post 16.54 earnings per share for the current year.

Microsoft Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, June 11th. Shareholders of record on Thursday, May 21st will be given a $0.91 dividend. The ex-dividend date of this dividend is Thursday, May 21st. This represents a $3.64 annualized dividend and a yield of 0.9%. Microsoft’s payout ratio is currently 22.76%.

Analyst Upgrades and Downgrades

Several research analysts recently weighed in on MSFT shares. Rothschild & Co Redburn cut their price target on shares of Microsoft from $450.00 to $400.00 and set a “neutral” rating on the stock in a report on Thursday, April 23rd. President Capital boosted their price target on shares of Microsoft from $500.00 to $520.00 and gave the stock a “buy” rating in a report on Thursday. The Goldman Sachs Group restated a “buy” rating on shares of Microsoft in a report on Thursday. Robert W. Baird cut their price target on shares of Microsoft from $540.00 to $500.00 and set an “outperform” rating on the stock in a report on Wednesday, April 15th. Finally, Piper Sandler boosted their price target on shares of Microsoft from $500.00 to $540.00 and gave the stock an “overweight” rating in a report on Thursday. One investment analyst has rated the stock with a Strong Buy rating, thirty-eight have issued a Buy rating and five have given a Hold rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $558.67.

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).