SmartHarvest Portfolios LLC acquired a new stake in shares of Microsoft Corporation (NASDAQ:MSFT – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm acquired 29,312 shares of the software giant’s stock, valued at approximately $14,176,000. Microsoft makes up about 4.9% of SmartHarvest Portfolios LLC’s portfolio, making the stock its 3rd biggest position.
Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the business. Lyell Wealth Management LP raised its position in Microsoft by 5.8% during the fourth quarter. Lyell Wealth Management LP now owns 92,149 shares of the software giant’s stock valued at $44,565,000 after acquiring an additional 5,036 shares in the last quarter. Private Management Group Inc. raised its position in Microsoft by 0.4% during the fourth quarter. Private Management Group Inc. now owns 17,135 shares of the software giant’s stock valued at $8,287,000 after acquiring an additional 73 shares in the last quarter. Premier Private Wealth Management LLC bought a new position in Microsoft during the fourth quarter valued at approximately $1,316,000. Marest Capital LLC raised its position in Microsoft by 4.3% during the fourth quarter. Marest Capital LLC now owns 12,876 shares of the software giant’s stock valued at $6,227,000 after acquiring an additional 527 shares in the last quarter. Finally, Stirlingshire Investments Inc. bought a new position in Microsoft during the fourth quarter valued at approximately $840,000. Institutional investors own 71.13% of the company’s stock.
Microsoft News Summary
Here are the key news stories impacting Microsoft this week:
- Positive Sentiment: Several commentators remain bullish on Microsoft’s long-term AI outlook, arguing the stock looks attractive after the recent pullback and that Copilot/agentic AI could still drive upside. Microsoft Remains A Generational Buying Opportunity In The Agentic AI Era
- Positive Sentiment: Microsoft continues to win AI-infrastructure-related business, including a new 260 MW solar supply deal that supports its data-center and cloud expansion needs. MN8 Energy Delivers 260 MW of Solar to Microsoft Across Two U.S. Power Markets
- Positive Sentiment: The company also announced a quarterly dividend of $0.91 per share, reinforcing Microsoft’s cash-generation strength and shareholder-return profile. Microsoft announces quarterly dividend
- Neutral Sentiment: Satya Nadella’s comments on using the right AI model for the right task highlight Microsoft’s push for AI efficiency, but also signal growing attention to AI compute costs. Satya Nadella Warns Against AI Overuse
- Neutral Sentiment: Microsoft limiting employee use of Anthropic’s Claude Fable 5 over data-retention concerns underscores tighter AI governance, though the direct financial impact appears limited. Microsoft limits employee use of Anthropic’s Claude Fable 5
- Negative Sentiment: Reports that Xbox is preparing major layoffs and budget cuts are pressuring sentiment, as they point to restructuring and weaker confidence in the gaming segment. Microsoft’s Xbox plans for major layoffs next month
- Negative Sentiment: News that Microsoft is cutting jobs in its Azure unit in China adds to concerns about geopolitical friction and near-term cloud execution. Microsoft lays off hundreds from Azure unit in China
- Negative Sentiment: Broader commentary that AI data-center spending may be facing a reality check is weighing on the market’s enthusiasm for Microsoft’s heavy AI capex plans. Wall Street’s $800 Billion AI Data Center Bet Is Showing Cracks
Analyst Ratings Changes
Check Out Our Latest Stock Report on MSFT
Microsoft Trading Down 1.8%
NASDAQ:MSFT opened at $390.34 on Friday. Microsoft Corporation has a 12 month low of $356.28 and a 12 month high of $555.45. The firm has a market cap of $2.90 trillion, a price-to-earnings ratio of 23.23, a P/E/G ratio of 1.43 and a beta of 1.11. The company has a quick ratio of 1.27, a current ratio of 1.28 and a debt-to-equity ratio of 0.08. The company’s 50 day moving average is $410.65 and its 200-day moving average is $429.22.
Microsoft (NASDAQ:MSFT – Get Free Report) last released its quarterly 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. The company 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 31.94%. The company’s quarterly revenue was up 18.3% compared to the same quarter last year. During the same quarter last year, the firm posted $3.46 earnings per share. Equities analysts anticipate that Microsoft Corporation will post 16.76 EPS for the current year.
Microsoft Dividend Announcement
The business also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Thursday, August 20th will be paid a $0.91 dividend. The ex-dividend date is Thursday, August 20th. This represents a $3.64 annualized dividend and a dividend yield of 0.9%. Microsoft’s dividend payout ratio (DPR) is presently 21.67%.
Insider Transactions at Microsoft
In other news, EVP Amy Coleman sold 1,262 shares of the firm’s stock in a transaction 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 sale, the executive vice president owned 46,003 shares in the company, valued at approximately $18,922,874.02. This trade represents a 2.67% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, CEO Judson Althoff sold 15,500 shares of the firm’s stock in a transaction on Monday, June 1st. The stock was sold at an average price of $460.99, for a total transaction of $7,145,345.00. Following the completion of the sale, the chief executive officer owned 110,477 shares in the company, valued at approximately $50,928,792.23. The trade was a 12.30% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 19,262 shares of company stock worth $8,695,581. 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).
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