PKO Investment Management Joint Stock Co Has $54.17 Million Stake in Microsoft Corporation $MSFT

PKO Investment Management Joint Stock Co grew its stake in shares of Microsoft Corporation (NASDAQ:MSFT) by 1.8% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 112,000 shares of the software giant’s stock after acquiring an additional 2,000 shares during the period. Microsoft comprises approximately 4.3% of PKO Investment Management Joint Stock Co’s investment portfolio, making the stock its 3rd biggest holding. PKO Investment Management Joint Stock Co’s holdings in Microsoft were worth $54,165,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently modified their holdings of the company. WFA Asset Management Corp increased its holdings in Microsoft by 27.0% during the first quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant’s stock valued at $427,000 after buying an additional 216 shares during the period. Ironwood Wealth Management LLC. increased its holdings in Microsoft by 0.3% during the second quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant’s stock valued at $5,658,000 after buying an additional 38 shares during the period. Discipline Wealth Solutions LLC increased its holdings in Microsoft by 410.4% during the third quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant’s stock valued at $1,144,000 after buying an additional 2,138 shares during the period. Wealth Group Ltd. increased its holdings in Microsoft by 1.2% during the fourth quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant’s stock valued at $1,000,000 after buying an additional 28 shares during the period. Finally, Eagle Capital Management LLC increased its holdings in Microsoft by 0.4% during the fourth quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant’s stock valued at $9,735,000 after buying an additional 96 shares during the period. Institutional investors own 71.13% of the company’s stock.

Analyst Upgrades and Downgrades

Several brokerages recently issued reports on MSFT. Sanford C. Bernstein lifted their price objective on shares of Microsoft from $641.00 to $646.00 and gave the company an “outperform” rating in a report on Thursday, April 30th. Bank of America began coverage on shares of Microsoft in a report on Tuesday, March 24th. They set a “buy” rating and a $500.00 price objective on the stock. Truist Financial cut their price objective on shares of Microsoft from $675.00 to $575.00 and set a “buy” rating on the stock in a report on Thursday, April 30th. Jefferies Financial Group reissued a “buy” rating on shares of Microsoft in a report on Monday, May 4th. Finally, Stifel Nicolaus lifted their price objective on shares of Microsoft from $392.00 to $415.00 and gave the company a “hold” rating in a report on Thursday, April 30th. Thirty-nine research analysts have rated the stock with a Buy rating and seven have given a Hold rating to the company. According to MarketBeat, Microsoft has a consensus rating of “Moderate Buy” and an average price target of $560.88.

Microsoft Price Performance

NASDAQ MSFT opened at $450.24 on Friday. The firm’s fifty day simple moving average is $402.09 and its two-hundred day simple moving average is $434.62. The company has a current ratio of 1.28, a quick ratio of 1.27 and a debt-to-equity ratio of 0.08. Microsoft Corporation has a 12-month low of $356.28 and a 12-month high of $555.45. The firm has a market capitalization of $3.34 trillion, a P/E ratio of 26.80, a P/E/G ratio of 1.62 and a beta of 1.10.

Microsoft (NASDAQ:MSFT) last released its quarterly earnings results on Wednesday, April 29th. The software giant reported $4.27 earnings per share (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 business had revenue of $82.89 billion for the quarter, compared to analyst estimates of $81.44 billion. During the same period in the previous year, the company earned $3.46 earnings per share. The business’s revenue for the quarter was up 18.3% on a year-over-year basis. Analysts forecast that Microsoft Corporation will post 16.76 EPS for the current fiscal year.

Microsoft Dividend Announcement

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

Insiders Place Their Bets

In other news, EVP Kathleen T. Hogan sold 12,321 shares of the business’s stock in a transaction on 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. The trade was a 8.20% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Amy Coleman sold 1,262 shares of the business’s stock in a transaction on Thursday, May 14th. The shares were 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 $18,922,874.02. This trade represents a 2.67% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 0.03% of the stock is owned by insiders.

Key Headlines Impacting Microsoft

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 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).