Intech Investment Management LLC Acquires 194,421 Shares of Microsoft Corporation $MSFT

Intech Investment Management LLC boosted its position in Microsoft Corporation (NASDAQ:MSFT) by 22.5% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 1,059,955 shares of the software giant’s stock after buying an additional 194,421 shares during the quarter. Microsoft makes up about 4.6% of Intech Investment Management LLC’s portfolio, making the stock its 2nd biggest position. Intech Investment Management LLC’s holdings in Microsoft were worth $512,615,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also bought and sold shares of MSFT. PMG Family Office LLC bought a new position in Microsoft in the third quarter valued at approximately $828,000. Trifecta Capital Advisors LLC grew its stake in Microsoft by 2.3% in the third quarter. Trifecta Capital Advisors LLC now owns 70,175 shares of the software giant’s stock valued at $36,347,000 after purchasing an additional 1,572 shares in the last quarter. TD Waterhouse Canada Inc. grew its stake in Microsoft by 1.0% in the third quarter. TD Waterhouse Canada Inc. now owns 949,901 shares of the software giant’s stock valued at $493,860,000 after purchasing an additional 9,700 shares in the last quarter. Werba Rubin Papier Wealth Management grew its stake in Microsoft by 15.7% in the fourth quarter. Werba Rubin Papier Wealth Management now owns 12,492 shares of the software giant’s stock valued at $6,041,000 after purchasing an additional 1,698 shares in the last quarter. Finally, SG Americas Securities LLC grew its stake in Microsoft by 2,332.1% in the fourth quarter. SG Americas Securities LLC now owns 6,746,017 shares of the software giant’s stock valued at $3,262,509,000 after purchasing an additional 6,468,645 shares in the last quarter. Institutional investors and hedge funds own 71.13% of the company’s stock.

Analyst Ratings Changes

A number of research firms have weighed in on MSFT. Jefferies Financial Group restated a “buy” rating on shares of Microsoft in a research note on Monday, May 4th. Deutsche Bank Aktiengesellschaft decreased their price target on Microsoft from $575.00 to $550.00 and set a “buy” rating for the company in a research note on Thursday, April 30th. New Street Research decreased their price target on Microsoft from $675.00 to $600.00 and set a “buy” rating for the company in a research note on Thursday, April 30th. Evercore decreased their price target on Microsoft from $580.00 to $510.00 and set an “outperform” rating for the company in a research note on Thursday, April 30th. Finally, DZ Bank restated a “buy” rating on shares of Microsoft in a research note on Thursday, April 30th. Forty-one equities research analysts have rated the stock with a Buy rating and six have given a Hold rating to the stock. According to data from MarketBeat.com, Microsoft presently has a consensus rating of “Moderate Buy” and an average target price of $561.20.

Key Stories Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft won a major healthcare AI win, with NHS England planning a rollout of Microsoft 365 Copilot to 505,000 clinicians and staff. The deal could expand recurring Copilot adoption and reinforces Microsoft’s AI monetization story. Article Title
• Positive Sentiment: Analysts pointed to fresh support for Azure and Microsoft’s broader AI cloud business, including commentary that rising AI infrastructure demand could boost cloud upside and longer-term earnings growth. Article Title
• Positive Sentiment: Microsoft also received positive coverage around its AI strategy, with articles highlighting its agentic AI ambitions and Citi reaffirming a Buy rating with a $620 price target, signaling continued Wall Street confidence. Article Title
• Neutral Sentiment: Microsoft’s open-source GitHub projects were reportedly compromised by hackers trying to steal AI developer logins, which is a security concern but not yet a clear direct financial hit. Article Title
• Neutral Sentiment: Several pieces discussed Microsoft’s long-term AI position, OpenAI relationship, and stock valuation, but these were mostly commentary rather than new business updates. Article Title
• Negative Sentiment: Microsoft stock is also facing pressure from reports that it is “sinking” despite some positive news, reflecting investor caution after recent gains and a broader rotation away from mega-cap tech. Article Title
• Negative Sentiment: Short-interest data and hedge-fund activity added to the cautious tone, with articles noting Microsoft has been a recent target of heavy debate and that David Tepper sold most of Appaloosa’s Microsoft position. Article Title

Microsoft Stock Performance

NASDAQ:MSFT opened at $403.41 on Wednesday. The stock has a market cap of $3.00 trillion, a P/E ratio of 24.01, a PEG ratio of 1.48 and a beta of 1.11. The stock has a 50 day simple moving average of $409.48 and a 200 day simple moving average of $430.37. 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 1-year low of $356.28 and a 1-year high of $555.45.

Microsoft (NASDAQ:MSFT) last released its quarterly earnings results on Wednesday, April 29th. The software giant reported $4.27 earnings per share for the quarter, topping the consensus estimate of $4.06 by $0.21. The business had revenue of $82.89 billion during 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%.The firm’s revenue for the quarter was up 18.3% compared to the same quarter last year. During the same period last year, the firm posted $3.46 EPS. Research analysts anticipate that Microsoft Corporation will post 16.76 earnings per share for the current year.

Insider Activity at Microsoft

In related news, CEO Judson Althoff sold 15,500 shares of Microsoft stock in a transaction that occurred 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 completion of the sale, the chief executive officer directly 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 transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, EVP Amy Coleman sold 1,262 shares of Microsoft stock in a transaction that occurred on Thursday, May 14th. The stock was sold at an average price of $411.34, for a total value of $519,111.08. Following the sale, 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 ownership of the stock. The disclosure for this sale is available in the SEC filing. Company insiders own 0.03% of the company’s stock.

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).