Hanson & Doremus Investment Management increased its holdings in shares of Microsoft Corporation (NASDAQ:MSFT – Free Report) by 5.9% in the first quarter, according to its most recent filing with the SEC. The fund owned 47,695 shares of the software giant’s stock after acquiring an additional 2,645 shares during the period. Microsoft comprises 2.0% of Hanson & Doremus Investment Management’s portfolio, making the stock its 9th biggest position. Hanson & Doremus Investment Management’s holdings in Microsoft were worth $17,655,000 as of its most recent SEC filing.
A number of other large investors also recently bought and sold shares of MSFT. Longfellow Investment Management Co. LLC lifted 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 worth $29,000 after acquiring an additional 20 shares during the period. Bernzott Capital Advisors bought a new position in Microsoft in the fourth quarter worth approximately $34,000. Timmons Wealth Management LLC purchased a new stake in Microsoft during the fourth quarter worth $36,000. Fairway Wealth LLC lifted its holdings in Microsoft by 287.0% during the fourth quarter. Fairway Wealth LLC now owns 89 shares of the software giant’s stock worth $43,000 after buying an additional 66 shares during the period. Finally, LSV Asset Management bought a new stake in Microsoft during the 4th quarter valued at $44,000. Hedge funds and other institutional investors own 71.13% of the company’s stock.
Trending Headlines about Microsoft
Here are the key news stories impacting Microsoft this week:
- Positive Sentiment: Microsoft shares bounced as the broader memory and semiconductor market stabilized, helping relieve some of the pressure tied to AI infrastructure and component-cost fears.
- Positive Sentiment: Wedbush and other bullish commentators said the recent tech selloff may be a buying opportunity, arguing Microsoft remains a core AI leader despite near-term volatility. Dan Ives Says Microsoft And Meta Are Being Treated Like ‘Bear Market’ Stocks
- Positive Sentiment: Microsoft was mentioned in new partnerships and product integrations, including Commvault, PitchBook, FPT, and ICON plc, reinforcing demand for Microsoft’s cloud and AI ecosystem. Microsoft Just Made Commvault a Native Azure Service. Here Is How to Play CVLT Stock.
- Neutral Sentiment: Microsoft also drew attention from investors after Michael Burry disclosed a long position, which some traders viewed as a contrarian buy signal.
- Neutral Sentiment: Multiple articles noted analysts still like the stock long term, but Wall Street remains focused on whether AI spending is destroying near-term margins and free cash flow. Wall Street Analysts Think Microsoft (MSFT) Is a Good Investment: Is It?
- Negative Sentiment: Stifel cut its Microsoft price target and warned that FY27 gross margin estimates may be too high because Azure growth is coming with heavier capex and margin pressure. Microsoft’s Stock Is Crippled
- Negative Sentiment: Microsoft announced another worldwide Xbox price increase, citing soaring memory and storage costs, which adds to concerns that hardware inflation is squeezing the gaming business.
- Negative Sentiment: New legal and regulatory pressure also weighed on the stock, including an Italy antitrust probe into Microsoft 365 pricing and new shareholder class-action notices over alleged investor misinformation.
Microsoft Trading Up 5.7%
Microsoft (NASDAQ:MSFT – Get Free Report) last released its quarterly earnings data on Wednesday, April 29th. The software giant reported $4.27 earnings per share for the quarter, beating analysts’ consensus estimates of $4.06 by $0.21. Microsoft had a net margin of 39.34% and a return on equity of 31.94%. The company had revenue of $82.89 billion during the quarter, compared to analysts’ expectations of $81.44 billion. During the same quarter in the previous year, the company earned $3.46 earnings per share. The firm’s revenue for the quarter was up 18.3% on a year-over-year basis. Research analysts forecast that Microsoft Corporation will post 16.76 earnings per share for the current year.
Microsoft Dividend Announcement
The company also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Thursday, August 20th will be paid a dividend of $0.91 per share. This represents a $3.64 annualized dividend and a yield of 1.0%. The ex-dividend date is Thursday, August 20th. Microsoft’s payout ratio is 21.67%.
Insiders Place Their Bets
In related news, EVP Amy Coleman sold 1,262 shares of the company’s stock in a transaction dated Thursday, May 14th. The shares were sold at an average price of $411.34, for a total transaction of $519,111.08. Following the completion of the sale, the executive vice president owned 46,003 shares of the company’s stock, 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 Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Takeshi Numoto sold 4,500 shares of the stock in a transaction that occurred on Wednesday, June 10th. The shares were 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 directly owned 47,468 shares of the company’s stock, valued at approximately $19,122,009.12. This represents a 8.66% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders sold 23,762 shares of company stock worth $10,508,361. Corporate insiders own 0.03% of the company’s stock.
Wall Street Analysts Forecast Growth
MSFT has been the subject of a number of recent research reports. Guggenheim reiterated a “buy” rating and issued a $586.00 target price on shares of Microsoft in a report on Thursday, April 30th. China Renaissance lowered their price target on shares of Microsoft from $630.00 to $550.00 and set a “buy” rating on the stock in a report on Monday, May 4th. President Capital lifted their price objective on shares of Microsoft from $500.00 to $520.00 and gave the stock a “buy” rating in a research report on Thursday, April 30th. Sanford C. Bernstein boosted their price objective on shares of Microsoft from $641.00 to $646.00 and gave the stock an “outperform” rating in a research note on Thursday, April 30th. Finally, HSBC decreased their target price on shares of Microsoft from $593.00 to $571.00 in a research report on Thursday, April 30th. Forty-one research analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $560.86.
Get Our Latest Report on Microsoft
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).
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