Quantum Portfolio Management LLC Buys 4,162 Shares of Microsoft Corporation $MSFT

Quantum Portfolio Management LLC boosted its position in shares of Microsoft Corporation (NASDAQ:MSFT) by 45.1% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 13,394 shares of the software giant’s stock after acquiring an additional 4,162 shares during the quarter. Microsoft accounts for approximately 2.1% of Quantum Portfolio Management LLC’s investment portfolio, making the stock its 7th biggest holding. Quantum Portfolio Management LLC’s holdings in Microsoft were worth $6,937,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently bought and sold shares of MSFT. Longfellow Investment Management Co. LLC boosted its position in shares of Microsoft by 51.3% in the second quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant’s stock valued at $29,000 after acquiring an additional 20 shares during the period. Bayforest Capital Ltd acquired a new position in Microsoft during the third quarter valued at approximately $38,000. LSV Asset Management acquired a new position in shares of Microsoft during the 4th quarter worth $44,000. University of Illinois Foundation bought a new position in shares of Microsoft in the second quarter worth about $50,000. Finally, ROSS JOHNSON & Associates LLC grew its stake in shares of Microsoft by 155.7% during the first quarter. ROSS JOHNSON & Associates LLC now owns 156 shares of the software giant’s stock worth $59,000 after buying an additional 95 shares during the last quarter. Institutional investors own 71.13% of the company’s stock.

Microsoft News Summary

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft clarified Copilot user and monetization details, reducing uncertainty about one of its key AI revenue drivers — this helped the stock rebound after recent weakness. Microsoft Fills in Gaps on Copilot Numbers, Microsoft Stock (NASDAQ:MSFT) Gains
• Positive Sentiment: Fresh optimism around OpenAI’s improving finances is lifting AI-linked names (including Microsoft, a major OpenAI backer), supporting sentiment for MSFT shares. AI Giant OpenAI Is Getting a Lift Lately. So Are Stocks Linked to It.
• Positive Sentiment: Microsoft is exploring superconducting power lines for data centers, a potential efficiency win that could lower long‑term operating costs as it scales cloud capacity for AI workloads. Microsoft exploring using advanced power lines to make data centers more energy-efficient
• Positive Sentiment: Institutional buying: Diamond Hill Capital increased its MSFT stake, a sign of continued conviction from some long‑term investors. Diamond Hill Capital Management Inc Boosts Microsoft Stake
• Neutral Sentiment: Technically, the recent bounce is constructive but analysts warn MSFT needs to reclaim its 200‑day moving average before a sustained uptrend resumes — short-term resistance remains. Microsoft is Bouncing Back from Its Post-Earnings Price Crash, But Watch This Before You Buy MSFT Stock
• Negative Sentiment: Melius Research downgraded MSFT to Hold, flagging elevated AI capex and cash‑flow risks tied to aggressive AI infrastructure spending — a direct near‑term headwind for valuation. Stock Market Today, Feb. 10: Microsoft Stock Slips on Melius Downgrade Over AI Spending Risks
• Negative Sentiment: Broader concerns persist: commentators point to below‑expectations Azure growth and say Microsoft needs to better articulate its AI investment payback, contributing to caution among some investors and analysts. Jim Cramer on Microsoft (MSFT): “I Think They Need to Explain Their Story Better”

Insider Activity

In other news, CEO Judson Althoff sold 12,750 shares of the company’s stock in a transaction on Tuesday, December 2nd. The stock was sold at an average price of $491.52, for a total transaction of $6,266,880.00. Following the transaction, the chief executive officer directly owned 129,349 shares of the company’s stock, valued at $63,577,620.48. This represents a 8.97% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, EVP Takeshi Numoto sold 2,850 shares of the business’s stock in a transaction that occurred on Thursday, December 4th. The shares were sold at an average price of $478.72, for a total transaction of $1,364,352.00. Following the transaction, the executive vice president directly owned 55,782 shares of the company’s stock, valued at $26,703,959.04. The trade was a 4.86% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 0.03% of the company’s stock.

Microsoft Trading Down 0.1%

NASDAQ:MSFT opened at $413.27 on Wednesday. Microsoft Corporation has a 12 month low of $344.79 and a 12 month high of $555.45. The stock has a market cap of $3.07 trillion, a price-to-earnings ratio of 25.85, a P/E/G ratio of 1.62 and a beta of 1.08. The company has a 50-day moving average price of $465.44 and a 200-day moving average price of $494.72. The company has a current ratio of 1.39, a quick ratio of 1.38 and a debt-to-equity ratio of 0.09.

Microsoft (NASDAQ:MSFT) last released 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. The company had revenue of $81.27 billion for the quarter, compared to analyst estimates of $80.28 billion. Microsoft had a return on equity of 32.34% and a net margin of 39.04%.The firm’s revenue was up 16.7% on a year-over-year basis. During the same period in the previous year, the company posted $3.23 earnings per share. Equities analysts predict that Microsoft Corporation will post 13.08 EPS for the current year.

Microsoft Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Thursday, March 12th. Shareholders of record on Thursday, February 19th will be issued a $0.91 dividend. This represents a $3.64 annualized dividend and a yield of 0.9%. The ex-dividend date of this dividend is Thursday, February 19th. Microsoft’s payout ratio is 22.76%.

Analysts Set New Price Targets

MSFT has been the topic of a number of recent research reports. Arete Research lifted their price target on Microsoft from $710.00 to $730.00 in a research note on Monday, October 27th. Robert W. Baird set a $540.00 price target on shares of Microsoft and gave the stock an “outperform” rating in a report on Thursday, January 29th. KeyCorp dropped their price target on shares of Microsoft from $630.00 to $600.00 and set an “overweight” rating on the stock in a research report on Thursday, January 29th. UBS Group reissued an “outperform” rating on shares of Microsoft in a research report on Thursday, January 29th. Finally, HSBC dropped their price target on Microsoft from $667.00 to $588.00 and set a “buy” rating on the stock in a research report on Thursday, January 29th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-nine have issued a Buy rating and four have issued a Hold rating to the company. Based on data from MarketBeat, Microsoft has an average rating of “Moderate Buy” and a consensus target price of $591.95.

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).