My Personal CFO LLC Has $17.85 Million Position in Microsoft Corporation $MSFT

My Personal CFO LLC raised its position in Microsoft Corporation (NASDAQ:MSFT) by 4.1% in the first quarter, according to its most recent disclosure with the SEC. The firm owned 48,223 shares of the software giant’s stock after acquiring an additional 1,903 shares during the period. Microsoft makes up about 7.8% of My Personal CFO LLC’s holdings, making the stock its 2nd largest position. My Personal CFO LLC’s holdings in Microsoft were worth $17,851,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Longfellow Investment Management Co. LLC increased its holdings in 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 in the last quarter. Bernzott Capital Advisors purchased a new position in shares of Microsoft during the fourth quarter valued at approximately $34,000. Timmons Wealth Management LLC purchased a new position in shares of Microsoft during the fourth quarter valued at approximately $36,000. Fairway Wealth LLC raised its position in Microsoft by 287.0% in the 4th quarter. Fairway Wealth LLC now owns 89 shares of the software giant’s stock valued at $43,000 after buying an additional 66 shares during the last quarter. Finally, LSV Asset Management purchased a new stake in Microsoft in the 4th quarter valued at $44,000. Institutional investors own 71.13% of the company’s stock.

Trending Headlines about Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: DA Davidson reiterated a Buy rating and a $550 price target on Microsoft, suggesting meaningful upside from current levels. Benzinga article
• Positive Sentiment: Multiple reports said Azure cloud growth remains strong and Microsoft’s AI business is still expanding, with analysts highlighting cloud share gains and AI monetization as key drivers for a future rebound. Blockonomi article
• Positive Sentiment: Several bullish pieces argued Microsoft may be one of the most mispriced AI stocks, pointing to its large OpenAI stake, strong enterprise demand, and the potential for Copilot and “orchestration” tools to become more lucrative over time. Barron’s article
• Neutral Sentiment: Microsoft also drew attention for a new AI-focused business unit and for merging its consumer and enterprise Copilot apps, which could improve product clarity but is still in the execution phase. Motley Fool article
• Negative Sentiment: Microsoft said it is cutting about 4,800 jobs globally, with roughly 3,200 roles hit in Xbox, signaling a broad restructuring and raising concerns about weaker gaming economics. Reuters article
• Negative Sentiment: Investors are also reacting to a securities fraud class action tied to alleged Copilot and Azure disclosure issues, adding legal overhang after prior stock weakness. PR Newswire article

Microsoft Stock Performance

Shares of NASDAQ:MSFT traded up $5.43 during midday trading on Tuesday, reaching $392.17. The company had a trading volume of 4,549,209 shares, compared to its average volume of 37,726,043. The company’s 50 day moving average price is $406.14 and its 200 day moving average price is $417.46. The company has a current ratio of 1.28, a quick ratio of 1.27 and a debt-to-equity ratio of 0.08. The stock has a market cap of $2.91 trillion, a P/E ratio of 23.35, a P/E/G ratio of 1.22 and a beta of 1.13. Microsoft Corporation has a 52-week low of $349.20 and a 52-week high of $555.45.

Microsoft (NASDAQ:MSFT) last announced its quarterly earnings data on Wednesday, April 29th. The software giant reported $4.27 earnings per share for the quarter, beating the consensus estimate of $4.06 by $0.21. The business had revenue of $82.89 billion during the quarter, compared to analyst estimates of $81.44 billion. Microsoft had a return on equity of 31.94% and a net margin of 39.34%.Microsoft’s revenue was up 18.3% compared to the same quarter last year. During the same period in the prior year, the company earned $3.46 earnings per share. As a group, sell-side analysts anticipate that Microsoft Corporation will post 16.76 EPS for the current fiscal 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 issued a dividend of $0.91 per share. The ex-dividend date of this dividend is Thursday, August 20th. This represents a $3.64 annualized dividend and a yield of 0.9%. Microsoft’s dividend payout ratio is 21.67%.

Insiders Place Their Bets

In related news, 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 transaction of $1,812,780.00. Following the sale, the executive vice president directly owned 47,468 shares in the company, valued at approximately $19,122,009.12. This represents a 8.66% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this hyperlink. 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 value of $7,145,345.00. Following the sale, the chief executive officer owned 110,477 shares in the company, valued at approximately $50,928,792.23. This represents a 12.30% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 23,762 shares of company stock worth $10,508,361 over the last quarter. 0.03% of the stock is currently owned by company insiders.

Analysts Set New Price Targets

A number of equities analysts have issued reports on MSFT shares. Wells Fargo & Company lifted their price objective on shares of Microsoft from $625.00 to $650.00 and gave the stock an “overweight” rating in a report on Monday, June 1st. Evercore dropped their price target on shares of Microsoft from $580.00 to $510.00 and set an “outperform” rating on the stock in a research report on Thursday, April 30th. Stifel Nicolaus cut their price target on shares of Microsoft from $415.00 to $400.00 and set a “hold” rating on the stock in a report on Thursday, June 25th. Guggenheim reaffirmed a “buy” rating and issued a $586.00 price objective on shares of Microsoft in a research report on Thursday, April 30th. Finally, DA Davidson reiterated a “buy” rating and issued a $550.00 price objective on shares of Microsoft in a research note on Monday. Forty research analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $560.75.

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).