Microsoft Corporation $MSFT is Osprey Private Wealth LLC’s 6th Largest Position

Osprey Private Wealth LLC increased its stake in shares of Microsoft Corporation (NASDAQ:MSFT) by 11.7% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 34,352 shares of the software giant’s stock after purchasing an additional 3,592 shares during the quarter. Microsoft accounts for 3.7% of Osprey Private Wealth LLC’s holdings, making the stock its 6th largest holding. Osprey Private Wealth LLC’s holdings in Microsoft were worth $12,716,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds also recently bought and sold shares of MSFT. Longfellow Investment Management Co. LLC lifted its position in shares of Microsoft by 51.3% during the 2nd quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant’s stock worth $29,000 after purchasing an additional 20 shares during the last quarter. Bernzott Capital Advisors purchased a new position in Microsoft in the fourth quarter valued at $34,000. Timmons Wealth Management LLC acquired a new stake in Microsoft in the fourth quarter valued at $36,000. Fairway Wealth LLC lifted its holdings in Microsoft by 287.0% during the 4th quarter. Fairway Wealth LLC now owns 89 shares of the software giant’s stock worth $43,000 after buying an additional 66 shares during the last quarter. Finally, LSV Asset Management purchased a new stake in Microsoft during the 4th quarter worth about $44,000. Institutional investors and hedge funds own 71.13% of the company’s stock.

Key Headlines 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

Microsoft Stock Up 0.0%

Shares of NASDAQ MSFT opened at $381.70 on Friday. The stock has a market cap of $2.84 trillion, a PE ratio of 22.72, a price-to-earnings-growth ratio of 1.17 and a beta of 1.13. 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 business has a 50-day moving average price of $398.21 and a 200 day moving average price of $408.08.

Microsoft (NASDAQ:MSFT) last released 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 return on equity of 31.94% and a net margin of 39.34%.The company had revenue of $82.89 billion for the quarter, compared to analyst estimates of $81.44 billion. During the same quarter in the previous year, the company posted $3.46 earnings per share. The firm’s revenue was up 18.3% compared to the same quarter last year. Equities research analysts forecast that Microsoft Corporation will post 16.7 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 issued a $0.91 dividend. This represents a $3.64 dividend on an annualized basis and a dividend yield of 1.0%. The ex-dividend date of this dividend is Thursday, August 20th. Microsoft’s payout ratio is presently 21.67%.

Analyst Ratings Changes

A number of research analysts have recently commented on the company. Oppenheimer reiterated an “outperform” rating and issued a $515.00 price objective on shares of Microsoft in a report on Wednesday. DA Davidson restated a “buy” rating and set a $550.00 target price on shares of Microsoft in a research note on Monday, July 6th. Mizuho lowered their price target on Microsoft from $515.00 to $490.00 and set an “outperform” rating for the company in a report on Wednesday, July 15th. CLSA initiated coverage on shares of Microsoft in a research note on Monday, July 20th. They issued an “outperform” rating and a $535.00 price target on the stock. Finally, Benchmark reissued a “buy” rating on shares of Microsoft in a report on Friday. Forty-two research analysts have rated the stock with a Buy rating and six have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $555.40.

Insider Activity

In related news, EVP Amy Coleman sold 1,262 shares of the company’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 completion of 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 transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Judson Althoff sold 15,500 shares of the 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 sale, the chief executive officer owned 110,477 shares of the company’s stock, valued at approximately $50,928,792.23. This represents a 12.30% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 23,762 shares of company stock valued at $10,508,361 in the last ninety days. 0.03% of the stock is currently owned by company insiders.

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).