Microsoft Corporation $MSFT Stock Holdings Boosted by Cwm LLC

Cwm LLC raised its stake in Microsoft Corporation (NASDAQ:MSFT) by 5.9% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 1,070,954 shares of the software giant’s stock after purchasing an additional 60,024 shares during the period. Microsoft accounts for about 1.4% of Cwm LLC’s holdings, making the stock its 9th biggest position. Cwm LLC’s holdings in Microsoft were worth $517,935,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds also recently added to or reduced their stakes in MSFT. Longfellow Investment Management Co. LLC increased its stake in Microsoft by 51.3% in the second 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 during the last quarter. Bayforest Capital Ltd purchased a new position in Microsoft in the third quarter valued at approximately $38,000. LSV Asset Management purchased a new position in Microsoft in the fourth quarter valued at approximately $44,000. Sellwood Investment Partners LLC purchased a new position in Microsoft in the third quarter valued at approximately $49,000. Finally, Daytona Street Capital LLC purchased a new position in Microsoft in the fourth quarter valued at approximately $50,000. 71.13% of the stock is currently owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other Microsoft news, Director John W. Stanton bought 5,000 shares of Microsoft stock in a transaction on Wednesday, February 18th. The stock was bought at an average price of $397.35 per share, with a total value of $1,986,750.00. Following the completion of the acquisition, the director owned 83,905 shares in the company, valued at $33,339,651.75. The trade was 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 link. Also, EVP Kathleen T. Hogan sold 12,321 shares of the firm’s stock in a transaction on Friday, March 6th. The shares were sold at an average price of $409.52, for a total value of $5,045,695.92. Following the completion of the sale, the executive vice president directly owned 137,933 shares of the company’s stock, valued at approximately $56,486,322.16. This trade represents a 8.20% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 0.03% of the stock is currently owned by company insiders.

Microsoft Price Performance

Microsoft stock opened at $420.93 on Friday. Microsoft Corporation has a one year low of $356.28 and a one year high of $555.45. The company has a debt-to-equity ratio of 0.08, a quick ratio of 1.27 and a current ratio of 1.28. The business has a fifty day moving average of $396.79 and a two-hundred day moving average of $445.39. The company has a market cap of $3.13 trillion, a P/E ratio of 25.06, a price-to-earnings-growth ratio of 1.49 and a beta of 1.10.

Microsoft (NASDAQ:MSFT) last released its earnings results on Wednesday, April 29th. The software giant reported $4.27 EPS for the quarter, beating 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 quarter last year, the company earned $3.46 earnings per share. Microsoft’s quarterly revenue was up 18.3% compared to the same quarter last year. As a group, analysts predict that Microsoft Corporation will post 16.76 earnings per share for the current fiscal year.

Microsoft Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, June 11th. Shareholders of record on Thursday, May 21st will be issued a $0.91 dividend. The ex-dividend date of this dividend is Thursday, May 21st. This represents a $3.64 dividend on an annualized basis and a yield of 0.9%. Microsoft’s dividend payout ratio (DPR) is 21.67%.

More Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Top analyst price?target upgrades lift sentiment; one note cited ~60% upside to a new street?high target, supporting buy interest. Microsoft Stock Lands a New Street?High Price Target
• Positive Sentiment: An influential research shop lifted its price target materially (Arete to $870), signaling strong conviction that AI/cloud execution will drive long?term upside. Arete Research Boosts Microsoft Price Target
• Positive Sentiment: Q3 results continue to show robust AI/cloud revenue growth and EPS beats, underpinning the bull case for durable top?line momentum. Microsoft Q3 Revenues Jump 18% on AI & Cloud
• Positive Sentiment: Institutional buying: Fisher Asset Management and other funds have increased stakes, which can provide support to the stock. Fisher Asset Management Boosts Microsoft Stake
• Neutral Sentiment: Xbox product pruning (Copilot discontinuation) trimmed consumer AI spend and was interpreted positively by some investors as discipline on unprofitable initiatives. Xbox Discontinues Copilot
• Neutral Sentiment: Street reaction is mixed: some firms trimmed targets but kept Buy ratings, reflecting split views on near?term capex vs. long?term AI growth. Here’s What the Street Thinks About Microsoft Post?Earnings
• Negative Sentiment: Big AI data?center buildout is driving a large ($190B) capex guide and discussions about shelving Microsoft’s 2030 hourly clean?energy match target — a potential ESG/regulatory and reputational headwind. Microsoft May Shelve 2030 Clean Energy Target
• Negative Sentiment: Investors remain uneasy about the size and timing of AI spending; some analysts warn margin pressure and elevated capex could weigh on near?term returns. Is Microsoft Stock an Undervalued Stock to Buy?
• Negative Sentiment: Security concern: reports of a new hacker group exploiting Microsoft Teams add short?term risk around remediation costs and customer confidence in collaboration tools. New Hacker Group Exploits Teams

Analyst Ratings Changes

Several equities research analysts have recently weighed in on MSFT shares. Royal Bank Of Canada reissued a “buy” rating on shares of Microsoft in a report on Monday, April 27th. Bank of America started coverage on Microsoft in a report on Tuesday, March 24th. They issued a “buy” rating and a $500.00 price objective for the company. President Capital increased their price objective on Microsoft from $500.00 to $520.00 and gave the company a “buy” rating in a report on Thursday, April 30th. Truist Financial decreased their price objective on Microsoft from $675.00 to $575.00 and set a “buy” rating for the company in a report on Thursday, April 30th. Finally, UBS Group reissued a “buy” rating on shares of Microsoft in a report on Friday, April 24th. One research analyst has rated the stock with a Strong Buy rating, thirty-eight have issued a Buy rating and seven have issued a Hold rating to the company’s stock. According to MarketBeat.com, Microsoft currently has a consensus rating of “Moderate Buy” and a consensus price target of $562.44.

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).