Microsoft Corporation $MSFT Stock Holdings Increased by MML Investors Services LLC

MML Investors Services LLC lifted its stake in shares of Microsoft Corporation (NASDAQ:MSFT) by 9.1% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 1,435,963 shares of the software giant’s stock after acquiring an additional 119,498 shares during the quarter. Microsoft accounts for about 1.7% of MML Investors Services LLC’s portfolio, making the stock its 4th largest position. MML Investors Services LLC’s holdings in Microsoft were worth $694,461,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors have also modified their holdings of the company. PMG Family Office LLC purchased a new position in Microsoft in the third quarter valued at $828,000. Trifecta Capital Advisors LLC increased its holdings in Microsoft by 2.3% in the third quarter. Trifecta Capital Advisors LLC now owns 70,175 shares of the software giant’s stock valued at $36,347,000 after buying an additional 1,572 shares during the last quarter. TD Waterhouse Canada Inc. increased its holdings in Microsoft by 1.0% in the third quarter. TD Waterhouse Canada Inc. now owns 949,901 shares of the software giant’s stock valued at $493,860,000 after buying an additional 9,700 shares during the last quarter. Werba Rubin Papier Wealth Management increased its holdings in Microsoft by 15.7% in the fourth 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 last quarter. Finally, SG Americas Securities LLC increased its holdings in Microsoft by 2,332.1% in the fourth quarter. SG Americas Securities LLC now owns 6,746,017 shares of the software giant’s stock valued at $3,262,509,000 after buying an additional 6,468,645 shares during the last quarter. Hedge funds and other institutional investors own 71.13% of the company’s stock.

Insider Transactions at Microsoft

In other news, EVP Amy Coleman sold 1,262 shares of the 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 in the company, valued at approximately $18,922,874.02. This represents a 2.67% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Takeshi Numoto sold 4,500 shares of the stock in a transaction dated 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 sale, the executive vice president owned 47,468 shares of the company’s stock, valued at $19,122,009.12. This trade represents a 8.66% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 23,762 shares of company stock worth $10,508,361. Company insiders own 0.03% of the company’s stock.

Analysts Set New Price Targets

Several equities analysts recently commented on the company. Stifel Nicolaus increased their target price on Microsoft from $392.00 to $415.00 and gave the company a “hold” rating in a report on Thursday, April 30th. Barclays reissued an “overweight” rating on shares of Microsoft in a report on Wednesday, June 3rd. Weiss Ratings lowered Microsoft from a “buy (b-)” rating to a “hold (c+)” rating in a report on Tuesday, March 24th. Phillip Securities raised Microsoft to a “buy” rating and set a $485.00 price objective on the stock in a report on Wednesday, May 13th. Finally, President Capital raised their price objective on Microsoft from $500.00 to $520.00 and gave the stock a “buy” rating in a 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. According to data from MarketBeat, Microsoft presently has a consensus rating of “Moderate Buy” and a consensus price target of $561.20.

Trending Headlines about Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft is getting credit for continued AI momentum, including a new coding model, a quantum-computing milestone with Quantinuum, and new availability of NuPlay in the Microsoft Marketplace, all of which reinforce the company’s long-term platform strength. Article: Microsoft (MSFT) and Quantinuum (QNT) Hit Quantum Milestone, Moving Closer to Commercial Reality
• Positive Sentiment: Satya Nadella’s comments that Xbox must become “sustainable” were interpreted as a sign Microsoft is willing to push for better margins and discipline in its gaming business. Article: Microsoft Stock (MSFT) Jumps as CEO Satya Nadella Says Xbox Needs to Become ‘Sustainable’
• Positive Sentiment: Some analysts and commentators continue to argue that Microsoft’s valuation reset could make the stock more attractive, especially if AI, cloud, and quantum investments eventually accelerate growth. Article: Microsoft’s Giant’s Valuation Reset Creates a Real Dilemma
• Neutral Sentiment: Bill Ackman’s portfolio shifts and broader market chatter around AI leaders reflect ongoing institutional debate about Microsoft’s role in the AI trade, but do not directly change the business outlook. Article: Microsoft or Alphabet: Billionaire Bill Ackman Goes All In on One AI Stock, Dumps the Other
• Negative Sentiment: Microsoft is facing a shareholder lawsuit alleging it failed to disclose slowing Azure growth and the need for heavy AI infrastructure spending, which raises concerns about margins, transparency, and near-term cloud execution. Article: Microsoft sued by shareholders over expenses, cloud business, AI
• Negative Sentiment: Multiple law firms have launched securities-fraud investigations and class-action efforts against Microsoft, adding legal overhang and headline risk for investors. Article: Securities Fraud Investigation Into Microsoft Corporation (MSFT) Announced
• Negative Sentiment: Reports that Microsoft is weighing shutdowns or spin-out options for parts of Xbox, plus insider-selling headlines, reinforce investor worries that some businesses may need restructuring and tighter cost control. Article: Report: Microsoft weighing up spinning off Xbox

Microsoft Stock Performance

Shares of MSFT stock opened at $399.76 on Tuesday. The stock’s 50-day moving average is $411.60 and its two-hundred day moving average is $428.09. The firm has a market cap of $2.97 trillion, a price-to-earnings ratio of 23.80, a PEG ratio of 1.41 and a beta of 1.11. Microsoft Corporation has a 1 year low of $356.28 and a 1 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.

Microsoft (NASDAQ:MSFT) last announced its earnings results on Wednesday, April 29th. The software giant reported $4.27 earnings per share for the quarter, topping the consensus estimate 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 during the quarter, compared to the consensus estimate of $81.44 billion. During the same quarter in the prior year, the firm earned $3.46 earnings per share. The business’s quarterly revenue was up 18.3% compared to the same quarter last year. Analysts predict that Microsoft Corporation will post 16.76 earnings per share for the current year.

Microsoft Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Thursday, August 20th will be paid a dividend of $0.91 per share. 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 is 21.67%.

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).