Coerente Capital Management Has $57.20 Million Holdings in Microsoft Corporation $MSFT

Coerente Capital Management lowered its stake in Microsoft Corporation (NASDAQ:MSFT) by 6.7% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 110,443 shares of the software giant’s stock after selling 7,941 shares during the quarter. Microsoft makes up approximately 10.2% of Coerente Capital Management’s investment portfolio, making the stock its 2nd largest position. Coerente Capital Management’s holdings in Microsoft were worth $57,204,000 as of its most recent SEC filing.

Other large investors have also recently bought and sold shares of the company. AlphaQuest LLC increased its holdings in Microsoft by 5.9% during the second quarter. AlphaQuest LLC now owns 342 shares of the software giant’s stock worth $170,000 after buying an additional 19 shares during the last quarter. Seek First Inc. lifted its stake in Microsoft by 1.5% in the second quarter. Seek First Inc. now owns 1,358 shares of the software giant’s stock valued at $675,000 after acquiring an additional 20 shares during the last quarter. Level Financial Advisors grew its position in shares of Microsoft by 0.8% in the 2nd quarter. Level Financial Advisors now owns 2,680 shares of the software giant’s stock valued at $1,333,000 after acquiring an additional 20 shares during the period. Red Mountain Financial LLC increased its stake in shares of Microsoft by 0.7% during the 2nd quarter. Red Mountain Financial LLC now owns 2,761 shares of the software giant’s stock worth $1,373,000 after purchasing an additional 20 shares during the last quarter. Finally, Onyx Financial Advisors LLC raised its holdings in shares of Microsoft by 0.3% in the 2nd quarter. Onyx Financial Advisors LLC now owns 7,108 shares of the software giant’s stock valued at $3,536,000 after purchasing an additional 20 shares during the period. 71.13% of the stock is owned by institutional investors and hedge funds.

Insider Transactions at Microsoft

In other news, CEO Judson Althoff sold 12,750 shares of the company’s stock in a transaction that occurred on Tuesday, December 2nd. The shares were sold at an average price of $491.52, for a total transaction of $6,266,880.00. Following the completion of the sale, the chief executive officer owned 129,349 shares of the company’s stock, valued at approximately $63,577,620.48. This represents a 8.97% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, EVP Takeshi Numoto sold 2,850 shares of Microsoft 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 completion of the transaction, the executive vice president directly owned 55,782 shares in the company, valued at $26,703,959.04. This trade represents a 4.86% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 54,100 shares of company stock valued at $27,598,872. 0.03% of the stock is owned by corporate insiders.

Key Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft launched the Maia 200 AI inference chip, which the company says delivers roughly 30% better performance-per-dollar and will be deployed in U.S. data centers — a direct play on lowering inference costs, improving gross margins for Azure/Copilot, and reducing reliance on third-party GPUs. Read More.
• Positive Sentiment: Sell‑side and independent analysts are broadly bullish ahead of Q2, forecasting strong Azure and AI adoption that could drive another “robust” quarter; several previews expect revenue and AI‑driven growth to beat or justify premium multiples. Read More.
• Neutral Sentiment: Upcoming Q2 earnings (Jan. 28) and the Fed meeting make this a volatile catalyst week — investors are focused on forward guidance and margins (not just trailing revenue), so the stock could swing on the tone of management’s commentary. Read More.
• Neutral Sentiment: Analyst price‑target moves are mixed: some firms trimmed targets (Bank of America lowered its PT), while others maintain buy/outperform ratings — this produces conflicting near‑term signals despite a generally bullish long‑term view. Read More.
• Negative Sentiment: Regulatory/legal risk: a class‑action suit targets an AI hiring tool (Eightfold) used by Microsoft and others, raising headline risk around AI product governance and potential reputational/legal costs. Read More.

Microsoft Trading Up 0.9%

MSFT stock opened at $470.28 on Tuesday. The company has a debt-to-equity ratio of 0.10, a quick ratio of 1.39 and a current ratio of 1.40. The company has a market capitalization of $3.50 trillion, a PE ratio of 33.45, a price-to-earnings-growth ratio of 1.88 and a beta of 1.07. Microsoft Corporation has a 52 week low of $344.79 and a 52 week high of $555.45. The company’s 50-day simple moving average is $477.94 and its 200 day simple moving average is $500.97.

Microsoft (NASDAQ:MSFT) last announced its earnings results on Wednesday, October 29th. The software giant reported $4.13 EPS for the quarter, topping the consensus estimate of $3.65 by $0.48. The company had revenue of $77.67 billion for the quarter, compared to analysts’ expectations of $75.49 billion. Microsoft had a net margin of 35.71% and a return on equity of 32.45%. The business’s revenue for the quarter was up 18.4% on a year-over-year basis. During the same period last year, the firm earned $3.30 earnings per share. As a group, sell-side analysts anticipate that Microsoft Corporation will post 13.08 earnings per share for the current year.

Microsoft Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, March 12th. Stockholders of record on Thursday, February 19th will be given a dividend of $0.91 per share. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.8%. The ex-dividend date is Thursday, February 19th. Microsoft’s dividend payout ratio is presently 25.89%.

Analyst Upgrades and Downgrades

Several research firms have issued reports on MSFT. Citigroup dropped their price objective on Microsoft from $690.00 to $660.00 and set a “buy” rating on the stock in a research note on Wednesday, January 21st. Arete Research increased their price target on Microsoft from $710.00 to $730.00 in a research note on Monday, October 27th. Raymond James Financial cut their price target on Microsoft from $630.00 to $600.00 and set an “outperform” rating for the company in a report on Thursday, October 30th. BNP Paribas Exane lifted their price objective on shares of Microsoft from $630.00 to $632.00 and gave the stock an “outperform” rating in a research report on Monday, November 3rd. Finally, Bank of America dropped their price objective on shares of Microsoft from $640.00 to $520.00 and set a “buy” rating on the stock in a research report on Monday. Three analysts have rated the stock with a Strong Buy rating, thirty-five have given a Buy rating and three have issued a Hold rating to the stock. According to MarketBeat.com, the stock currently has a consensus rating of “Buy” and an average target price of $611.87.

Microsoft Company 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).