Microsoft Corporation $MSFT is Mattern Capital Management LLC’s 3rd Largest Position

Mattern Capital Management LLC raised its stake in shares of Microsoft Corporation (NASDAQ:MSFT) by 16.1% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 41,344 shares of the software giant’s stock after acquiring an additional 5,719 shares during the period. Microsoft makes up 1.8% of Mattern Capital Management LLC’s holdings, making the stock its 3rd biggest holding. Mattern Capital Management LLC’s holdings in Microsoft were worth $15,304,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds have also made changes to their positions in the company. Taylor Securities Services Inc. acquired a new stake in Microsoft during the 4th quarter worth approximately $2,616,000. Werba Rubin Papier Wealth Management grew its stake in shares of Microsoft by 15.7% in the fourth quarter. Werba Rubin Papier Wealth Management now owns 12,492 shares of the software giant’s stock worth $6,041,000 after acquiring an additional 1,698 shares in the last quarter. World Investment Advisors increased its position in shares of Microsoft by 22.1% during the fourth quarter. World Investment Advisors now owns 272,424 shares of the software giant’s stock worth $131,750,000 after acquiring an additional 49,371 shares during the period. Centennial Wealth Advisory LLC increased its position in shares of Microsoft by 25.3% during the first quarter. Centennial Wealth Advisory LLC now owns 8,648 shares of the software giant’s stock worth $3,201,000 after acquiring an additional 1,745 shares during the period. Finally, XY Planning Network Inc. raised its stake in shares of Microsoft by 73.0% in the fourth quarter. XY Planning Network Inc. now owns 3,034 shares of the software giant’s stock valued at $1,467,000 after acquiring an additional 1,280 shares in the last quarter. 71.13% of the stock is owned by hedge funds and other institutional investors.

Microsoft Stock Performance

NASDAQ:MSFT opened at $393.35 on Wednesday. The firm has a market capitalization of $2.92 trillion, a PE ratio of 23.41, a price-to-earnings-growth ratio of 1.19 and a beta of 1.13. The business’s fifty day moving average price is $397.04 and its 200 day moving average price is $406.36. The company has a debt-to-equity ratio of 0.08, a current ratio of 1.28 and a quick ratio of 1.27. Microsoft Corporation has a 12 month low of $349.20 and a 12 month high of $555.45.

Microsoft (NASDAQ:MSFT) last posted its quarterly earnings results on Wednesday, April 29th. The software giant reported $4.27 earnings per share 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 analysts’ expectations of $81.44 billion. Microsoft had a return on equity of 31.94% and a net margin of 39.34%.Microsoft’s quarterly revenue was up 18.3% on a year-over-year basis. During the same period last year, the firm earned $3.46 earnings per share. On average, sell-side analysts anticipate that Microsoft Corporation will post 16.7 earnings per share for the current fiscal year.

Microsoft Dividend Announcement

The firm also recently disclosed 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. The ex-dividend date is Thursday, August 20th. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.9%. Microsoft’s dividend payout ratio is presently 21.67%.

Key Headlines Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft unveiled its first in-house cybersecurity AI model, MAI-Cyber-1-Flash, along with Project Perception, an agentic platform designed to detect and respond to AI-powered attacks. The products could strengthen Microsoft’s enterprise security position and create additional demand for Azure and security services. Microsoft launches AI cybersecurity model and defense platform
• Positive Sentiment: Analysts remained bullish ahead of earnings. Citizens JMP reaffirmed a Market Outperform rating with a $550 target, while Piper Sandler maintained an Overweight rating and a $540 target—well above Microsoft’s recent trading range. Microsoft stock moves higher
• Positive Sentiment: Microsoft’s expanding partnerships and integrations across Azure, Dynamics 365 and Microsoft 365 Copilot support the argument that its broad enterprise ecosystem can monetize AI spending over time. Morgan Stanley estimates major technology companies could achieve 25%–50% returns on AI investments. AI capital expenditure plans

Analyst Upgrades and Downgrades

MSFT has been the subject of a number of recent research reports. Oppenheimer reiterated an “outperform” rating and issued a $515.00 target price on shares of Microsoft in a report on Wednesday, July 22nd. Rothschild & Co Redburn cut their price target on Microsoft from $450.00 to $400.00 and set a “neutral” rating on the stock in a report on Thursday, April 23rd. Phillip Securities raised Microsoft to a “buy” rating and set a $485.00 price target on the stock in a research report on Wednesday, May 13th. Sanford C. Bernstein reiterated an “outperform” rating and issued a $646.00 price objective on shares of Microsoft in a research note on Wednesday, July 22nd. Finally, Argus lowered their price objective on Microsoft from $620.00 to $510.00 and set a “buy” rating for the company in a research report on Friday, July 10th. Forty-two equities research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $554.73.

Insider Transactions at Microsoft

In other news, CEO Judson Althoff sold 15,500 shares of the firm’s stock in a transaction dated 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 trade represents a 12.30% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Takeshi Numoto sold 4,500 shares of the company’s stock in a transaction that occurred on Wednesday, June 10th. The shares were sold at an average price of $402.84, for a total value of $1,812,780.00. Following the completion of the transaction, the executive vice president directly owned 47,468 shares of the company’s stock, valued at $19,122,009.12. This trade represents a 8.66% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 23,762 shares of company stock valued at $10,508,361. Corporate 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).