Kopp Family Office LLC Lowers Stock Holdings in Microsoft Corporation $MSFT

Kopp Family Office LLC reduced its holdings in Microsoft Corporation (NASDAQ:MSFT) by 41.2% during the 1st quarter, Holdings Channel reports. The firm owned 4,981 shares of the software giant’s stock after selling 3,489 shares during the quarter. Microsoft makes up about 1.3% of Kopp Family Office LLC’s holdings, making the stock its 14th largest holding. Kopp Family Office LLC’s holdings in Microsoft were worth $1,844,000 at the end of the most recent reporting period.

Several other large investors have also made changes to their positions in MSFT. Taylor Securities Services Inc. purchased a new position in shares of Microsoft in the fourth quarter worth about $2,616,000. PMG Family Office LLC purchased a new stake in Microsoft during the 3rd quarter valued at about $828,000. Werba Rubin Papier Wealth Management raised its holdings in Microsoft by 15.7% in the 4th quarter. Werba Rubin Papier Wealth Management now owns 12,492 shares of the software giant’s stock valued at $6,041,000 after acquiring an additional 1,698 shares during the last quarter. SG Americas Securities LLC raised its holdings in Microsoft by 2,332.1% in the 4th quarter. SG Americas Securities LLC now owns 6,746,017 shares of the software giant’s stock valued at $3,262,509,000 after acquiring an additional 6,468,645 shares during the last quarter. Finally, World Investment Advisors lifted its stake in Microsoft by 22.1% in the 4th quarter. World Investment Advisors now owns 272,424 shares of the software giant’s stock worth $131,750,000 after purchasing an additional 49,371 shares in the last quarter. 71.13% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Several research analysts have recently weighed in on MSFT shares. Deutsche Bank Aktiengesellschaft lowered their target price on Microsoft from $575.00 to $550.00 and set a “buy” rating on the stock in a report on Thursday, April 30th. Jefferies Financial Group reiterated a “buy” rating on shares of Microsoft in a research report on Monday, May 4th. Mizuho lowered their price objective on Microsoft from $620.00 to $515.00 and set an “outperform” rating on the stock in a research note on Tuesday, April 14th. President Capital upped their target price on Microsoft from $500.00 to $520.00 and gave the company a “buy” rating in a report on Thursday, April 30th. Finally, Oppenheimer reaffirmed an “outperform” rating and issued a $515.00 target price (down from $630.00) on shares of Microsoft in a research note on Monday, April 27th. Forty-one investment analysts have rated the stock with a Buy rating and six have given a Hold rating to the stock. According to MarketBeat, Microsoft currently has an average rating of “Moderate Buy” and an average price target of $560.86.

Microsoft Stock Performance

Shares of Microsoft stock opened at $384.28 on Thursday. Microsoft Corporation has a 52 week low of $349.20 and a 52 week high of $555.45. The business’s fifty day simple moving average is $407.66 and its 200-day simple moving average is $418.67. The firm has a market cap of $2.85 trillion, a PE ratio of 22.87, a price-to-earnings-growth ratio of 1.34 and a beta of 1.13. 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 (NASDAQ:MSFT) last released 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. The business had revenue of $82.89 billion during the quarter, compared to analysts’ expectations of $81.44 billion. Microsoft had a return on equity of 31.94% and a net margin of 39.34%.The company’s revenue was up 18.3% compared to the same quarter last year. During the same period in the prior year, the business posted $3.46 EPS. Equities analysts forecast that Microsoft Corporation will post 16.76 earnings per share for the current year.

Microsoft Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Thursday, August 20th will be given 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 0.9%. Microsoft’s dividend payout ratio (DPR) is currently 21.67%.

Microsoft News Summary

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Haleon signed a new five-year collaboration with Microsoft to expand use of its AI, cloud, and data technologies, underscoring continued enterprise adoption of Microsoft’s AI stack. Article Title
• Positive Sentiment: A Jefferies CIO survey showed Azure widening its lead over AWS among U.S. CIOs, supporting the case that Microsoft’s cloud momentum remains intact. Article Title
• Positive Sentiment: Analysts remain constructive on the stock, with JMP Securities reaffirming an Outperform view after Copilot Cowork’s launch and other coverage pointing to Microsoft’s AI growth potential. Article Title
• Neutral Sentiment: Microsoft is still drawing investor attention as a long-term AI winner, but several commentary pieces argue the stock is also under pressure from higher valuation scrutiny and broad Magnificent 7 weakness. Article Title
• Negative Sentiment: Reports that Microsoft may cut thousands of jobs, including in Xbox, sales, and consulting, are fueling concern that heavy AI spending is pressuring margins and forcing cost reductions. Article Title
• Negative Sentiment: Investor class-action notices tied to alleged Copilot/Azure misrepresentations are adding legal overhang and keeping sentiment cautious around MSFT. Article Title

Insider Activity

In other news, EVP Amy Coleman sold 1,262 shares of the company’s stock in a transaction that occurred on Thursday, May 14th. The shares were sold at an average price of $411.34, for a total value of $519,111.08. Following the transaction, the executive vice president directly owned 46,003 shares in the company, valued at approximately $18,922,874.02. This represents a 2.67% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, EVP Takeshi Numoto sold 4,500 shares of the stock in a transaction that occurred on Wednesday, June 10th. The stock was sold at an average price of $402.84, for a total transaction of $1,812,780.00. Following the transaction, the executive vice president directly owned 47,468 shares of the company’s stock, valued at $19,122,009.12. The trade was a 8.66% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 23,762 shares of company stock valued at $10,508,361. Company insiders own 0.03% of the company’s stock.

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).