Livet Wealth LLC Makes New $1.82 Million Investment in Microsoft Corporation $MSFT

Livet Wealth LLC bought a new position in shares of Microsoft Corporation (NASDAQ:MSFT) during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor bought 3,772 shares of the software giant’s stock, valued at approximately $1,824,000. Microsoft makes up 1.1% of Livet Wealth LLC’s holdings, making the stock its 27th biggest position.

A number of other hedge funds also recently added to or reduced their stakes in the business. Vanguard Group Inc. raised its holdings in shares of Microsoft by 2.3% in the 4th quarter. Vanguard Group Inc. now owns 717,942,580 shares of the software giant’s stock valued at $347,211,391,000 after purchasing an additional 15,955,898 shares in the last quarter. State Street Corp raised its holdings in shares of Microsoft by 1.1% in the 2nd quarter. State Street Corp now owns 299,196,519 shares of the software giant’s stock valued at $148,823,341,000 after purchasing an additional 3,166,275 shares in the last quarter. Geode Capital Management LLC raised its holdings in shares of Microsoft by 1.1% in the 4th quarter. Geode Capital Management LLC now owns 182,618,400 shares of the software giant’s stock valued at $88,056,019,000 after purchasing an additional 1,911,142 shares in the last quarter. Norges Bank acquired a new stake in shares of Microsoft in the 4th quarter valued at $50,664,631,000. Finally, Northern Trust Corp raised its holdings in shares of Microsoft by 16.1% in the 4th quarter. Northern Trust Corp now owns 83,787,746 shares of the software giant’s stock valued at $35,316,535,000 after purchasing an additional 11,600,470 shares in the last quarter. 71.13% of the stock is currently owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other Microsoft news, EVP Takeshi Numoto sold 4,500 shares of the firm’s stock in a transaction on Wednesday, June 10th. The shares were sold at an average price of $402.84, for a total transaction of $1,812,780.00. Following the transaction, the executive vice president directly owned 47,468 shares of the company’s stock, valued at approximately $19,122,009.12. This trade represents a 8.66% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. 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 transaction, the chief executive officer directly owned 110,477 shares in the company, valued at $50,928,792.23. The trade was a 12.30% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 23,762 shares of company stock valued at $10,508,361. Insiders own 0.03% of the company’s stock.

Microsoft Price Performance

Shares of NASDAQ:MSFT opened at $390.74 on Friday. The company’s fifty day moving average price is $411.08 and its 200 day moving average price is $428.95. Microsoft Corporation has a 12 month low of $356.28 and a 12 month high of $555.45. The company has a debt-to-equity ratio of 0.08, a current ratio of 1.28 and a quick ratio of 1.27. The firm has a market capitalization of $2.90 trillion, a P/E ratio of 23.26, a P/E/G ratio of 1.41 and a beta of 1.11.

Microsoft (NASDAQ:MSFT) last announced its quarterly earnings results 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 net margin of 39.34% and a return on equity of 31.94%. The firm had revenue of $82.89 billion for the quarter, compared to analyst estimates of $81.44 billion. During the same period last year, the business earned $3.46 EPS. Microsoft’s revenue for the quarter was up 18.3% compared to the same quarter last year. As a group, sell-side analysts predict that Microsoft Corporation will post 16.76 earnings per share for the current fiscal year.

Microsoft Announces Dividend

The firm 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 dividend of $0.91 per share. This represents a $3.64 annualized dividend and a yield of 0.9%. The ex-dividend date of this dividend is Thursday, August 20th. Microsoft’s dividend payout ratio (DPR) is presently 21.67%.

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently weighed in on MSFT shares. Arete Research raised their price objective on shares of Microsoft from $730.00 to $870.00 and gave the company a “buy” rating in a report on Tuesday, May 5th. William Blair restated an “outperform” rating on shares of Microsoft in a report on Monday, March 9th. Wells Fargo & Company raised their price objective on shares of Microsoft from $625.00 to $650.00 and gave the company an “overweight” rating in a report on Monday, June 1st. DA Davidson reduced their price objective on shares of Microsoft from $650.00 to $550.00 and set a “buy” rating on the stock in a report on Thursday, April 30th. Finally, Weiss Ratings lowered shares of Microsoft from a “buy (b-)” rating to a “hold (c+)” rating in a report on Tuesday, March 24th. Forty-one investment analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $561.20.

Key Stories Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft’s broader AI and cloud story remains intact, with recent commentary highlighting strong Azure demand, continued Copilot momentum, and bullish analyst views that the stock is still attractive long term.
• Positive Sentiment: The company’s quarterly dividend of $0.91 per share reinforces Microsoft’s cash generation and shareholder-return profile.
• Neutral Sentiment: Satya Nadella’s comments about using AI more efficiently and Microsoft’s tighter controls on third-party AI tools like Anthropic’s Claude suggest a focus on governance and cost discipline rather than a direct business setback.
• Negative Sentiment: Reports that Microsoft is weighing a spinoff or restructuring of Xbox, along with expected layoffs and budget cuts, are the biggest near-term headwind and are likely weighing on sentiment around the stock.
• Negative Sentiment: Additional reports of job cuts in Microsoft’s Azure unit in China and broader worries about AI infrastructure spending are adding caution about near-term execution and profitability.

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).