Roberts Glore & Co. Inc. IL Purchases 1,777 Shares of Microsoft Corporation $MSFT

Roberts Glore & Co. Inc. IL lifted its stake in shares of Microsoft Corporation (NASDAQ:MSFT) by 4.6% during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 40,408 shares of the software giant’s stock after purchasing an additional 1,777 shares during the quarter. Microsoft comprises 4.1% of Roberts Glore & Co. Inc. IL’s investment portfolio, making the stock its 3rd biggest holding. Roberts Glore & Co. Inc. IL’s holdings in Microsoft were worth $14,958,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors also recently made changes to their positions in the company. Norges Bank bought a new stake in shares of Microsoft during the fourth quarter valued at approximately $50,664,631,000. Auto Owners Insurance Co lifted its holdings in shares of Microsoft by 56,160.8% in the 4th quarter. Auto Owners Insurance Co now owns 60,116,384 shares of the software giant’s stock worth $29,073,486,000 after purchasing an additional 60,009,531 shares in the last quarter. Nuveen LLC acquired a new stake in Microsoft in the 1st quarter valued at $18,733,827,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its position in Microsoft by 500.0% in the 3rd quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 59,543,261 shares of the software giant’s stock valued at $30,840,432,000 after purchasing an additional 49,618,571 shares during the period. Finally, Laurel Wealth Advisors LLC increased its stake in Microsoft by 49,640.3% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 29,967,038 shares of the software giant’s stock valued at $14,905,904,000 after purchasing an additional 29,906,791 shares in the last quarter. 71.13% of the stock is currently owned by institutional investors and hedge funds.

Key Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft reported fiscal Q4 revenue of approximately $90.0 billion, up 18% year over year and above the $87.6 billion consensus estimate. Adjusted earnings of $4.74 per share also exceeded expectations of $4.21, marking the company’s 14th consecutive “double beat.” Microsoft Q4 Earnings and Revenues Top Estimates
• Positive Sentiment: Azure revenue grew 43%, exceeding analysts’ expectations of roughly 40%, and the cloud platform surpassed $100 billion in annual revenue. The results eased concerns that Microsoft’s AI infrastructure investments may be outpacing customer demand. Microsoft Tops Quarterly Cloud Growth Estimates
• Positive Sentiment: Microsoft said Microsoft 365 Copilot reached 30 million paid seats, providing evidence of growing monetization for its AI products. The company also recorded a $3.2 billion gain from its Anthropic investment, although returns from its OpenAI investment were more mixed. Azure Crosses $100 Billion in Annual Revenue
• Positive Sentiment: Microsoft maintained its AI capital-expenditure outlook rather than following Alphabet’s recent increase. Investors viewed the spending discipline as supportive of margins and free cash flow, while first-quarter fiscal 2027 revenue guidance of $89.9 billion to $91.0 billion was slightly above consensus. Microsoft Keeps Capex Forecast Unchanged
• Neutral Sentiment: Investors had positioned for an unusually large post-earnings move, with options implying roughly a 6% to 7% swing. This elevated volatility reflects the importance of Microsoft’s results to the broader AI investment theme.
• Negative Sentiment: Microsoft faces a U.K. regulatory investigation into whether customers were misled about Microsoft 365 Personal and Family subscription pricing. The probe creates potential reputational and compliance risks, though its near-term financial impact is unclear. UK Regulator Investigates Microsoft Over 365 Subscriptions
• Negative Sentiment: Disney’s decision to replace GitHub Copilot with OpenAI’s Codex highlights intensifying competition in AI coding tools. Multiple shareholder lawsuits concerning alleged Copilot and Azure disclosures also remain an overhang.

Microsoft Price Performance

Microsoft stock opened at $390.54 on Thursday. Microsoft Corporation has a 52 week low of $349.20 and a 52 week high of $555.45. The company’s 50 day moving average price is $396.43 and its two-hundred day moving average price is $405.74. The stock has a market cap of $2.90 trillion, a P/E ratio of 23.25, a P/E/G ratio of 1.20 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 (NASDAQ:MSFT) last released its earnings results on Wednesday, July 29th. The software giant reported $4.74 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.24 by $0.50. The company had revenue of $90.01 billion during the quarter, compared to analyst estimates of $87.62 billion. Microsoft had a return on equity of 31.94% and a net margin of 39.34%.Microsoft’s quarterly revenue was up 17.7% on a year-over-year basis. During the same period in the prior year, the company posted $3.65 earnings per share. On average, equities analysts predict that Microsoft Corporation will post 16.7 earnings per share for the current year.

Microsoft Dividend Announcement

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 paid a $0.91 dividend. This represents a $3.64 dividend on an annualized basis and a yield of 0.9%. The ex-dividend date is Thursday, August 20th. Microsoft’s dividend payout ratio is 21.67%.

Insider Buying and Selling at Microsoft

In related news, EVP Amy Coleman sold 1,262 shares of the business’s stock in a transaction dated Thursday, May 14th. The shares were sold at an average price of $411.34, for a total value of $519,111.08. Following the transaction, the executive vice president directly owned 46,003 shares of the company’s stock, valued at approximately $18,922,874.02. The trade was a 2.67% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP Takeshi Numoto sold 4,500 shares of the stock in a transaction dated 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 owned 47,468 shares of the company’s stock, valued at approximately $19,122,009.12. The trade was a 8.66% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 23,762 shares of company stock worth $10,508,361 in the last quarter. 0.03% of the stock is currently owned by company insiders.

Analyst Upgrades and Downgrades

A number of research firms have weighed in on MSFT. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Microsoft in a research note on Monday, July 6th. Wedbush restated an “outperform” rating and issued a $575.00 target price on shares of Microsoft in a report on Wednesday, May 13th. Rothschild & Co Redburn dropped their price target on shares of Microsoft from $450.00 to $400.00 and set a “neutral” rating on the stock in a research report on Thursday, April 23rd. Morgan Stanley began coverage on Microsoft in a research note on Tuesday, July 21st. They set an “overweight” rating and a $600.00 price target for the company. Finally, Oppenheimer reissued an “outperform” rating and set a $515.00 price objective on shares of Microsoft in a report on Wednesday, July 22nd. Forty-two analysts have rated the stock with a Buy rating and six have given a Hold rating to the stock. Based on data from MarketBeat, Microsoft has an average rating of “Moderate Buy” and an average price target of $554.00.

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).