Tema Etfs LLC Makes New $24.97 Million Investment in Microsoft Corporation $MSFT

Tema Etfs LLC acquired a new stake in Microsoft Corporation (NASDAQ:MSFT) during the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor acquired 48,208 shares of the software giant’s stock, valued at approximately $24,969,000. Microsoft comprises 2.1% of Tema Etfs LLC’s investment portfolio, making the stock its 2nd largest position.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in MSFT. AlphaQuest LLC boosted its holdings in Microsoft by 5.9% in the 2nd quarter. AlphaQuest LLC now owns 342 shares of the software giant’s stock valued at $170,000 after purchasing an additional 19 shares during the period. Seek First Inc. raised its position in Microsoft by 1.5% during the second quarter. Seek First Inc. now owns 1,358 shares of the software giant’s stock valued at $675,000 after purchasing an additional 20 shares in the last quarter. Level Financial Advisors raised its holdings in shares of Microsoft by 0.8% during the 2nd quarter. Level Financial Advisors now owns 2,680 shares of the software giant’s stock valued at $1,333,000 after buying an additional 20 shares in the last quarter. Red Mountain Financial LLC lifted its holdings in shares of Microsoft by 0.7% in the 2nd quarter. Red Mountain Financial LLC now owns 2,761 shares of the software giant’s stock worth $1,373,000 after acquiring an additional 20 shares during the last quarter. Finally, Onyx Financial Advisors LLC raised its position in Microsoft by 0.3% in the 2nd quarter. Onyx Financial Advisors LLC now owns 7,108 shares of the software giant’s stock worth $3,536,000 after purchasing an additional 20 shares during the period. 71.13% of the stock is currently owned by institutional investors.

Insider Activity

In related news, EVP Takeshi Numoto sold 2,850 shares of the business’s stock in a transaction dated Thursday, December 4th. The stock was sold at an average price of $478.72, for a total value of $1,364,352.00. Following the sale, the executive vice president directly owned 55,782 shares in the company, valued at approximately $26,703,959.04. The trade was a 4.86% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CEO Judson Althoff sold 12,750 shares of the company’s stock in a transaction that occurred on Tuesday, December 2nd. The stock was sold at an average price of $491.52, for a total value of $6,266,880.00. Following the sale, the chief executive officer directly owned 129,349 shares in the company, valued at $63,577,620.48. This trade represents a 8.97% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 54,100 shares of company stock worth $27,598,872 over the last quarter. Insiders own 0.03% of the company’s stock.

Microsoft Stock Performance

Shares of MSFT opened at $430.29 on Friday. Microsoft Corporation has a 52 week low of $344.79 and a 52 week high of $555.45. The stock has a market cap of $3.20 trillion, a price-to-earnings ratio of 26.91, a PEG ratio of 1.74 and a beta of 1.07. The business has a 50-day simple moving average of $475.83 and a two-hundred day simple moving average of $499.66. The company has a quick ratio of 1.39, a current ratio of 1.39 and a debt-to-equity ratio of 0.09.

Microsoft (NASDAQ:MSFT) last issued its quarterly earnings results on Wednesday, January 28th. The software giant reported $4.14 earnings per share for the quarter, beating the consensus estimate of $3.86 by $0.28. Microsoft had a net margin of 39.04% and a return on equity of 32.34%. The business had revenue of $81.27 billion for the quarter, compared to the consensus estimate of $80.28 billion. During the same quarter in the previous year, the firm earned $3.23 earnings per share. The company’s revenue for the quarter was up 16.7% on a year-over-year basis. On average, analysts expect that Microsoft Corporation will post 13.08 EPS for the current year.

Microsoft Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, March 12th. Investors of record on Thursday, February 19th will be paid a dividend of $0.91 per share. This represents a $3.64 annualized dividend and a yield of 0.8%. The ex-dividend date of this dividend is Thursday, February 19th. Microsoft’s dividend payout ratio (DPR) is 22.76%.

Key Stories Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Large commercial deals and partnerships underpin continued demand — Microsoft landed a major cloud customer agreement (Perplexity, reported as a $750M deal), which demonstrates Azure can win sizable AI workloads and supports future revenue. Perplexity signs $750 million AI cloud deal with Microsoft
• Positive Sentiment: Long-term AI opportunity remains large — analysts and commentators note that potential liquidity events (e.g., an OpenAI IPO) and continued hyperscaler AI demand could boost infrastructure spending that benefits Microsoft’s cloud and services over time. Could A $1 Trillion OpenAI IPO Save The Day For Nvidia, Microsoft?
• Positive Sentiment: Backlog/RPO growth signals demand — Microsoft’s commercial remaining performance obligations (backlog) jumped materially year-over-year, implying multi-year contracted revenue tied to AI workloads. Microsoft demand backlog doubles to $625 billion
• Neutral Sentiment: Quarterly results were solid but mixed — MSFT beat on revenue and EPS (Q2 results) yet the company issued guidance and commentary that implied a modest moderation in Azure growth vs. prior quarter; the market is parsing growth vs. the cost profile. Microsoft Q2 earnings beat on top and bottom lines
• Neutral Sentiment: Options and sentiment flows amplify moves — unusually high call-option buying and heavy volume have increased intraday volatility and may accentuate both selloffs and snapbacks. Stock Of The Day: Is This The Bottom For Microsoft?
• Negative Sentiment: Investor backlash to capex and margin risk — the core negative: investors punished MSFT because AI capex jumped (reported ~$37.5B in the quarter) while Azure growth showed signs of slowing, raising doubts about near-term returns. That drove a sharp selloff and a big market-cap contraction. Microsoft tumbled 10% in a day and isn’t recovering premarket. Here’s why
• Negative Sentiment: Analyst cuts & guidance uncertainty — several firms trimmed price targets or flagged near-term Azure/margin risks, increasing downside pressure even as many maintain buy ratings longer term. These Analysts Slash Their Forecasts On Microsoft Following Q2 Results
• Negative Sentiment: Legal/investor scrutiny follows the shock drop — law firms have opened investigations and class-action notices have surfaced, which can keep sentiment fragile near-term. Microsoft Corporation Investigated on Behalf of Investors

Analyst Ratings Changes

A number of equities analysts have commented on the company. Sanford C. Bernstein reaffirmed an “outperform” rating and issued a $641.00 price target (down from $645.00) on shares of Microsoft in a research note on Thursday. Royal Bank Of Canada reiterated an “outperform” rating and set a $640.00 price target on shares of Microsoft in a research report on Thursday. Evercore ISI reduced their price target on Microsoft from $640.00 to $580.00 and set an “outperform” rating on the stock in a research note on Thursday. BMO Capital Markets dropped their price objective on shares of Microsoft from $625.00 to $575.00 and set an “outperform” rating on the stock in a research note on Thursday. Finally, Barclays reissued an “overweight” rating and issued a $600.00 target price (down from $610.00) on shares of Microsoft in a report on Thursday. One investment analyst has rated the stock with a Strong Buy rating, forty have given a Buy rating and three have given a Hold rating to the company. Based on data from MarketBeat, Microsoft has a consensus rating of “Moderate Buy” and a consensus target price of $597.73.

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).