5,099 Shares in Microsoft Corporation $MSFT Purchased by Sun Financial Inc

Sun Financial Inc bought a new position in Microsoft Corporation (NASDAQ:MSFT) during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm bought 5,099 shares of the software giant’s stock, valued at approximately $2,466,000. Microsoft accounts for about 1.4% of Sun Financial Inc’s investment portfolio, making the stock its 17th largest holding.

A number of other hedge funds and other institutional investors have also bought and sold shares of MSFT. Longfellow Investment Management Co. LLC increased its position in shares of Microsoft by 51.3% during 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. Bayforest Capital Ltd purchased a new position in shares of Microsoft during the third quarter valued at $38,000. Fairway Wealth LLC increased its stake in shares of Microsoft by 287.0% during the fourth quarter. Fairway Wealth LLC now owns 89 shares of the software giant’s stock valued at $43,000 after buying an additional 66 shares during the period. LSV Asset Management purchased a new position in shares of Microsoft during the fourth quarter valued at $44,000. Finally, Sellwood Investment Partners LLC purchased a new position in shares of Microsoft during the third quarter valued at $49,000. Hedge funds and other institutional investors own 71.13% of the company’s stock.

Insider Activity

In other news, EVP Kathleen T. Hogan sold 12,321 shares of the stock in a transaction dated Friday, March 6th. The shares were sold at an average price of $409.52, for a total transaction of $5,045,695.92. Following the sale, the executive vice president directly owned 137,933 shares of the company’s stock, valued at $56,486,322.16. This represents a 8.20% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, EVP Amy Coleman sold 1,262 shares of the stock in a transaction dated Thursday, May 14th. The stock was sold at an average price of $411.34, for a total transaction of $519,111.08. Following the sale, the executive vice president directly owned 46,003 shares in the company, valued at approximately $18,922,874.02. The trade was a 2.67% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Corporate insiders own 0.03% of the company’s stock.

Wall Street Analyst Weigh In

MSFT has been the topic of several research reports. Barclays reissued a “buy” rating on shares of Microsoft in a report on Thursday, May 7th. Cantor Fitzgerald cut their target price on Microsoft to $502.00 and set an “overweight” rating on the stock in a research note on Monday, April 27th. Arete Research lifted their target price on Microsoft from $730.00 to $870.00 and gave the company a “buy” rating in a research note on Tuesday, May 5th. Deutsche Bank Aktiengesellschaft cut their target price on Microsoft from $575.00 to $550.00 and set a “buy” rating on the stock in a research note on Thursday, April 30th. Finally, Dbs Bank cut their target price on Microsoft from $678.00 to $573.00 in a research note on Thursday, May 7th. Thirty-nine research analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, Microsoft has a consensus rating of “Moderate Buy” and an average target price of $560.88.

Microsoft Price Performance

NASDAQ:MSFT opened at $450.24 on Monday. 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 firm has a market cap of $3.34 trillion, a price-to-earnings ratio of 26.80, a PEG ratio of 1.62 and a beta of 1.11. The firm’s fifty day moving average is $402.09 and its two-hundred day moving average is $434.12.

Microsoft (NASDAQ:MSFT) last released its quarterly earnings data on Wednesday, April 29th. The software giant reported $4.27 EPS for the quarter, topping the consensus estimate of $4.06 by $0.21. Microsoft had a return on equity of 31.94% and a net margin of 39.34%.The business had revenue of $82.89 billion for the quarter, compared to analyst estimates of $81.44 billion. During the same quarter in the prior year, the firm posted $3.46 EPS. The business’s quarterly revenue was up 18.3% compared to the same quarter last year. Research analysts expect that Microsoft Corporation will post 16.76 EPS for the current year.

Microsoft Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, June 11th. Stockholders of record on Thursday, May 21st will be paid a dividend of $0.91 per share. This represents a $3.64 annualized dividend and a dividend yield of 0.8%. The ex-dividend date of this dividend is Thursday, May 21st. Microsoft’s dividend payout ratio is presently 21.67%.

Microsoft News Roundup

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft and Nvidia teased “a new era of PC,” with reports pointing to new Surface hardware and a possible AI-focused chip announcement at Computex, which could refresh the Windows/PC upgrade cycle. Article Title
• Positive Sentiment: Reports that Microsoft will unveil a new coding model and other in-house AI tools at next week’s Build conference reinforce the company’s AI monetization story and support sentiment around GitHub Copilot and Azure demand. Article Title
• Positive Sentiment: Microsoft’s latest earnings backdrop remains solid, with revenue growth of 18.3% and better-than-expected EPS, helping investors justify the stock’s premium valuation.
• Positive Sentiment: Several bullish writeups and analyst commentary say MSFT still has room to run because Azure, M365 cloud, and AI revenue are expanding faster than the broader software market. Article Title
• Neutral Sentiment: Microsoft is also drawing attention from investors, fund managers, and even congressional buyers, which supports the stock’s defensive-growth reputation but does not change fundamentals on its own.
• Negative Sentiment: A TechCrunch report says Microsoft is facing backlash for threatening a security researcher over unpatched bugs and code disclosure, adding some reputational noise ahead of Build. Article Title

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).