CORDA Investment Management LLC. Buys 3,577 Shares of Microsoft Corporation $MSFT

CORDA Investment Management LLC. boosted its stake in shares of Microsoft Corporation (NASDAQ:MSFT) by 13.1% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 30,876 shares of the software giant’s stock after buying an additional 3,577 shares during the quarter. CORDA Investment Management LLC.’s holdings in Microsoft were worth $11,429,000 as of its most recent SEC filing.

Other large investors also recently added to or reduced their stakes in the company. Longfellow Investment Management Co. LLC grew its stake in Microsoft by 51.3% in the second 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 bought a new stake in Microsoft during the 4th quarter valued at $34,000. Timmons Wealth Management LLC bought a new stake in Microsoft during the 4th quarter valued at $36,000. Fairway Wealth LLC lifted its holdings in shares of Microsoft by 287.0% in the 4th quarter. Fairway Wealth LLC now owns 89 shares of the software giant’s stock worth $43,000 after buying an additional 66 shares during the period. Finally, LSV Asset Management purchased a new stake in shares of Microsoft in the 4th quarter worth $44,000. 71.13% of the stock is owned by hedge funds and other institutional investors.

Microsoft Stock Up 1.9%

NASDAQ:MSFT opened at $389.10 on Tuesday. Microsoft Corporation has a fifty-two week low of $349.20 and a fifty-two week high of $555.45. The stock has a market capitalization of $2.89 trillion, a P/E ratio of 23.16, a P/E/G ratio of 1.17 and a beta of 1.13. The company has a debt-to-equity ratio of 0.08, a quick ratio of 1.27 and a current ratio of 1.28. The company’s 50-day simple moving average is $397.52 and its 200-day simple moving average is $406.99.

Microsoft (NASDAQ:MSFT) last issued its quarterly earnings data on Wednesday, April 29th. The software giant reported $4.27 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.06 by $0.21. The firm had revenue of $82.89 billion for the quarter, compared to the consensus estimate of $81.44 billion. Microsoft had a net margin of 39.34% and a return on equity of 31.94%. The company’s quarterly revenue was up 18.3% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $3.46 EPS. On average, equities analysts anticipate that Microsoft Corporation will post 16.7 earnings per share for the current fiscal year.

Microsoft Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Thursday, August 20th 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, August 20th. Microsoft’s payout ratio is currently 21.67%.

Wall Street Analyst Weigh In

MSFT has been the topic of several research reports. BNP Paribas Exane cut their price target on Microsoft from $556.00 to $555.00 and set an “outperform” rating on the stock in a research note on Friday, May 1st. Truist Financial reaffirmed a “buy” rating and issued a $575.00 price objective on shares of Microsoft in a research note on Wednesday, July 22nd. Tigress Financial increased their target price on shares of Microsoft from $595.00 to $680.00 and gave the stock a “buy” rating in a report on Wednesday, May 6th. UBS Group cut their target price on shares of Microsoft from $510.00 to $480.00 and set a “buy” rating on the stock in a research report on Monday. Finally, Raymond James Financial cut shares of Microsoft from a “market perform” rating to a “market perform” rating in a research report on Tuesday, May 5th. Forty-two investment analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $554.73.

Trending Headlines about Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft launched Project Perception, an agentic security platform designed to detect and respond to AI-powered cyberattacks in real time. The company also introduced its first in-house cybersecurity model, MAI-Cyber-1-Flash. The products could strengthen Microsoft’s position in the growing enterprise cybersecurity market and create additional demand for Azure and security software. Microsoft launches its first cybersecurity model and a new agentic cybersecurity system
• Positive Sentiment: Analysts and investors continue to report healthy Azure and broader cloud demand, with AI demand reportedly exceeding available capacity. UBS maintained a Buy rating, while Guggenheim reaffirmed its Buy rating with a $586 price target. Consensus expectations for Wednesday call for approximately $87.42 billion in revenue and $4.21 in earnings per share. Microsoft faces AI capex scrutiny as it prepares to report Q4 results
• Positive Sentiment: Microsoft’s expanded partnership with Mistral and its work on custom chips support the company’s strategy of making Azure a leading platform for enterprise AI workloads. Investors view continued AI adoption and cloud monetization as potential catalysts for the earnings report.
• Neutral Sentiment: The immediate focus is Microsoft’s planned roughly $190 billion in annual capital spending, a reported 61% increase. The investment could support long-term Azure growth, but the market wants evidence that cloud revenue and AI demand are growing fast enough to justify the cost. Options markets imply a potentially large post-earnings move of about 7.24%. Microsoft Plans $190 Billion of Capital Spending This Year
• Negative Sentiment: Investors have recently been less willing to reward strong technology earnings because of concerns about AI spending returns, heavy debt issuance across the AI ecosystem, and margin pressure. Microsoft’s elevated spending could therefore weigh on the stock if Azure growth or forward guidance disappoints.
• Negative Sentiment: Several law firms publicized securities class-action lawsuits alleging investor harm and misleading disclosures related to Microsoft’s Copilot positioning, data silos, and interoperability. The claims are an overhang, although their near-term financial impact is uncertain. Microsoft investor class-action announcement

Insider Transactions at Microsoft

In other news, EVP Takeshi Numoto sold 4,500 shares of the firm’s stock in a transaction on Wednesday, June 10th. The stock was sold at an average price of $402.84, for a total value of $1,812,780.00. Following the completion of the sale, the executive vice president owned 47,468 shares of the company’s stock, valued at $19,122,009.12. This trade represents a 8.66% decrease in their position. The transaction was disclosed in a document filed 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 stock was sold at an average price of $411.34, for a total value of $519,111.08. Following the transaction, the executive vice president owned 46,003 shares in the company, valued at approximately $18,922,874.02. This trade represents a 2.67% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 23,762 shares of company stock valued at $10,508,361. Corporate 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).