Osprey Private Wealth LLC grew its position in Microsoft Corporation (NASDAQ:MSFT – Free Report) by 11.7% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 34,352 shares of the software giant’s stock after acquiring an additional 3,592 shares during the period. Microsoft comprises 3.7% of Osprey Private Wealth LLC’s portfolio, making the stock its 6th largest holding. Osprey Private Wealth LLC’s holdings in Microsoft were worth $12,716,000 at the end of the most recent quarter.
A number of other institutional investors and hedge funds have also made changes to their positions in MSFT. Taylor Securities Services Inc. purchased a new position in Microsoft during the fourth quarter worth about $2,616,000. Werba Rubin Papier Wealth Management grew 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 buying an additional 1,698 shares during the period. SG Americas Securities LLC increased its stake in shares of Microsoft by 2,332.1% during 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. World Investment Advisors lifted its holdings in shares of Microsoft by 22.1% during the 4th quarter. World Investment Advisors now owns 272,424 shares of the software giant’s stock worth $131,750,000 after acquiring an additional 49,371 shares during the period. Finally, Overbrook Management Corp lifted its holdings in shares of Microsoft by 2.8% during the 4th quarter. Overbrook Management Corp now owns 87,535 shares of the software giant’s stock worth $42,334,000 after acquiring an additional 2,384 shares during the period. 71.13% of the stock is currently owned by institutional investors and hedge funds.
Insiders Place Their Bets
In other Microsoft news, CEO Judson Althoff sold 15,500 shares of the stock in a transaction that occurred on Monday, June 1st. The shares were 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 owned 110,477 shares of the company’s stock, valued at $50,928,792.23. This trade represents a 12.30% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Amy Coleman sold 1,262 shares of Microsoft stock in a transaction that occurred on Thursday, May 14th. The shares were sold at an average price of $411.34, for a total transaction of $519,111.08. Following the sale, the executive vice president owned 46,003 shares in the company, valued at $18,922,874.02. This represents a 2.67% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 23,762 shares of company stock worth $10,508,361 over the last quarter. 0.03% of the stock is owned by corporate insiders.
Analyst Upgrades and Downgrades
View Our Latest Stock Report on Microsoft
Microsoft Price Performance
MSFT opened at $381.70 on Friday. 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 52-week low of $349.20 and a 52-week high of $555.45. The company has a 50 day moving average of $398.21 and a two-hundred day moving average of $408.08. The company has a market cap of $2.84 trillion, a P/E ratio of 22.72, a P/E/G ratio of 1.17 and a beta of 1.13.
Microsoft (NASDAQ:MSFT – Get Free Report) last issued 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 net margin of 39.34% and a return on equity of 31.94%. The business had revenue of $82.89 billion for the quarter, compared to the consensus estimate of $81.44 billion. During the same quarter last year, the firm posted $3.46 EPS. The business’s revenue for the quarter was up 18.3% compared to the same quarter last year. On average, analysts expect that Microsoft Corporation will post 16.7 earnings per share for the current year.
Microsoft Dividend Announcement
The business also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Thursday, August 20th will be given a $0.91 dividend. The ex-dividend date of this dividend is Thursday, August 20th. This represents a $3.64 annualized dividend and a yield of 1.0%. Microsoft’s dividend payout ratio (DPR) is 21.67%.
Key Stories Impacting Microsoft
Here are the key news stories impacting Microsoft this week:
- Positive Sentiment: Microsoft joined 25 tech companies in urging U.S. policymakers not to impose broad restrictions on open-weight and open-source AI models, a stance that supports its broader AI ecosystem strategy and could help preserve flexibility for future product development. Reuters article
- Positive Sentiment: Microsoft also backed a coalition letter with Nvidia, Meta, and other firms arguing that open-weight AI is important for U.S. leadership, reinforcing investor confidence that the company remains a major AI platform player rather than being boxed into one model provider. Business Insider article
- Positive Sentiment: Microsoft’s expanded Databricks partnership extends a key cloud/data-AI relationship through the 2030s, which should help Azure adoption and strengthen long-term enterprise demand for Microsoft’s cloud services. TipRanks article
- Neutral Sentiment: Several previews ahead of Microsoft’s July 29 earnings report say the big investor focus will be FY2027 CapEx guidance and Azure growth, with analysts expecting strong results but worrying that AI infrastructure spending could weigh on free cash flow and margins. MarketBeat article
- Negative Sentiment: Multiple law firms issued class-action alerts and deadline reminders tied to Microsoft securities-fraud claims, including allegations related to Copilot disclosures, which adds headline risk and may keep some investors cautious into earnings. GlobeNewswire article
- Negative Sentiment: Broader tech weakness tied to AI spending fears also weighed on Microsoft, as investors sold mega-cap names after seeing massive capital outlays across the sector and questioning near-term returns on AI investment. Fox Business article
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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