Opal Capital LLC Has $6.68 Million Stock Position in Microsoft Corporation $MSFT

Opal Capital LLC lifted its position in shares of Microsoft Corporation (NASDAQ:MSFT) by 18.8% in the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 18,038 shares of the software giant’s stock after acquiring an additional 2,849 shares during the quarter. Microsoft makes up about 1.2% of Opal Capital LLC’s investment portfolio, making the stock its 26th largest position. Opal Capital LLC’s holdings in Microsoft were worth $6,677,000 at the end of the most recent reporting period.

Several other hedge funds have also added to or reduced their stakes in MSFT. WFA Asset Management Corp boosted its stake in shares of Microsoft by 27.0% in the 1st quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant’s stock valued at $427,000 after purchasing an additional 216 shares during the last quarter. Ironwood Wealth Management LLC. raised its stake in shares of Microsoft by 0.3% during the second quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant’s stock worth $5,658,000 after buying an additional 38 shares during the last quarter. Discipline Wealth Solutions LLC raised its stake in shares of Microsoft by 410.4% during the third quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant’s stock worth $1,144,000 after buying an additional 2,138 shares during the last quarter. Wealth Group Ltd. lifted its holdings in Microsoft by 1.2% in the fourth quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant’s stock valued at $1,000,000 after buying an additional 28 shares during the period. Finally, Eagle Capital Management LLC boosted its stake in Microsoft by 0.4% in the fourth quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant’s stock valued at $9,735,000 after acquiring an additional 96 shares during the last quarter. Institutional investors own 71.13% of the company’s stock.

Analyst Upgrades and Downgrades

A number of analysts have commented on the stock. New Street Research lowered their target price on shares of Microsoft from $675.00 to $600.00 and set a “buy” rating for the company in a report on Thursday, April 30th. Guggenheim restated a “buy” rating and issued a $586.00 price target on shares of Microsoft in a research report on Monday, July 27th. Evercore set a $528.00 price objective on Microsoft in a research note on Thursday, July 30th. Royal Bank Of Canada reiterated an “outperform” rating and issued a $640.00 price objective on shares of Microsoft in a report on Thursday, July 30th. Finally, Morgan Stanley reissued an “overweight” rating on shares of Microsoft in a research note on Thursday, July 30th. Forty-two analysts have rated the stock with a Buy rating and five have given a Hold rating to the stock. Based on data from MarketBeat, Microsoft has a consensus rating of “Moderate Buy” and an average target price of $559.16.

Insider Activity

In other Microsoft news, EVP Takeshi Numoto sold 4,810 shares of the firm’s stock in a transaction that occurred on Tuesday, August 4th. The shares were sold at an average price of $496.48, for a total transaction of $2,388,068.80. Following the sale, the executive vice president directly owned 42,677 shares in the company, valued at approximately $21,188,276.96. This trade represents a 10.13% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, CEO Judson Althoff sold 15,500 shares of Microsoft stock in a transaction that occurred on Monday, June 1st. The shares were sold at an average price of $460.99, for a total transaction of $7,145,345.00. Following the completion of the transaction, the chief executive officer directly owned 110,477 shares in the company, valued at approximately $50,928,792.23. The trade was a 12.30% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 38,572 shares of company stock worth $17,775,330 in the last 90 days. Corporate insiders own 0.03% of the company’s stock.

Key Stories Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft’s latest earnings showed stronger-than-expected profitability and revenue, with Azure growth and Copilot adoption reinforcing the view that substantial AI investment is beginning to generate returns. Hedge funds and institutional investors continue to favor Microsoft over some other mega-cap technology names. Hedge Funds Favor Microsoft Over Meta
• Positive Sentiment: Bernstein raised its Microsoft price target to $660 and maintained an Outperform rating, arguing that Microsoft’s data-center expansion is measured, flexible, and supported by durable cloud demand. Other analysts also identified Azure growth, backlog, and institutional buying as potential catalysts for a year-end rally. Bernstein Raises Microsoft Target
• Positive Sentiment: Reports that Microsoft may unveil its Maia 300 AI chip as early as September and secure production capacity for more than 300,000 units could reduce reliance on Nvidia processors, lower long-term AI costs, and support Microsoft’s cloud strategy. Microsoft Maia 300 Chip Report

Microsoft Price Performance

MSFT opened at $503.81 on Wednesday. The company has a quick ratio of 1.22, a current ratio of 1.23 and a debt-to-equity ratio of 0.07. Microsoft Corporation has a 12 month low of $349.20 and a 12 month high of $553.72. The company has a fifty day simple moving average of $407.02 and a 200 day simple moving average of $407.37. The stock has a market cap of $3.74 trillion, a P/E ratio of 28.05, a P/E/G ratio of 1.63 and a beta of 1.11.

Microsoft (NASDAQ:MSFT) last issued its quarterly earnings data on Wednesday, July 29th. The software giant reported $4.74 EPS for the quarter, topping the consensus estimate of $4.24 by $0.50. Microsoft had a return on equity of 31.98% and a net margin of 40.31%.The business had revenue of $90.01 billion for the quarter, compared to the consensus estimate of $87.62 billion. During the same quarter last year, the business posted $3.65 EPS. The firm’s revenue was up 17.7% compared to the same quarter last year. On average, research analysts expect that Microsoft Corporation will post 19.58 EPS for the current year.

Microsoft Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Thursday, August 20th will be issued a dividend of $0.91 per share. This represents a $3.64 annualized dividend and a dividend yield of 0.7%. The ex-dividend date is Thursday, August 20th. Microsoft’s payout ratio is 20.27%.

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).