Klingenstein Fields & Co. LP Has $114.46 Million Stock Position in Microsoft Corporation $MSFT

Klingenstein Fields & Co. LP lessened its stake in shares of Microsoft Corporation (NASDAQ:MSFT) by 0.9% in the 4th quarter, Holdings Channel.com reports. The institutional investor owned 236,677 shares of the software giant’s stock after selling 2,091 shares during the period. Microsoft accounts for 4.3% of Klingenstein Fields & Co. LP’s holdings, making the stock its 3rd largest position. Klingenstein Fields & Co. LP’s holdings in Microsoft were worth $114,462,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds and other institutional investors have also modified their holdings of the stock. Norges Bank bought a new position in Microsoft in the 4th quarter valued at $50,664,631,000. Nuveen LLC bought a new position in Microsoft in the 1st quarter valued at $18,733,827,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its position in Microsoft by 500.0% in the 3rd quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 59,543,261 shares of the software giant’s stock valued at $30,840,432,000 after purchasing an additional 49,618,571 shares during the last quarter. Laurel Wealth Advisors LLC raised its position in Microsoft by 49,640.3% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 29,967,038 shares of the software giant’s stock valued at $14,905,904,000 after purchasing an additional 29,906,791 shares during the last quarter. Finally, Vanguard Group Inc. raised its position in Microsoft by 2.3% in the 4th quarter. Vanguard Group Inc. now owns 717,942,580 shares of the software giant’s stock valued at $347,211,391,000 after purchasing an additional 15,955,898 shares during the last quarter. Institutional investors own 71.13% of the company’s stock.

Microsoft Trading Up 0.1%

MSFT stock opened at $390.74 on Friday. The company has a market cap of $2.90 trillion, a P/E ratio of 23.26, a PEG ratio of 1.41 and a beta of 1.11. Microsoft Corporation has a twelve month low of $356.28 and a twelve month high of $555.45. The company has a quick ratio of 1.27, a current ratio of 1.28 and a debt-to-equity ratio of 0.08. The business has a fifty day moving average of $411.08 and a 200-day moving average of $428.95.

Microsoft (NASDAQ:MSFT) last released its earnings results on Wednesday, April 29th. The software giant reported $4.27 earnings per share for the quarter, topping analysts’ consensus estimates of $4.06 by $0.21. The company had revenue of $82.89 billion during the quarter, compared to the consensus estimate of $81.44 billion. Microsoft had a return on equity of 31.94% and a net margin of 39.34%.The firm’s quarterly revenue was up 18.3% on a year-over-year basis. During the same quarter in the previous year, the company posted $3.46 earnings per share. As a group, equities research analysts expect that Microsoft Corporation will post 16.76 EPS for the current year.

Microsoft Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Thursday, August 20th will be given a dividend of $0.91 per share. The ex-dividend date is Thursday, August 20th. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.9%. Microsoft’s payout ratio is presently 21.67%.

Insider Transactions at Microsoft

In related news, CEO Judson Althoff sold 15,500 shares of Microsoft stock in a transaction on Monday, June 1st. The stock was sold at an average price of $460.99, for a total transaction of $7,145,345.00. Following the completion of the sale, the chief executive officer directly owned 110,477 shares of the company’s stock, valued at $50,928,792.23. The trade was a 12.30% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, EVP Takeshi Numoto sold 4,500 shares of Microsoft 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 sale, the executive vice president directly owned 47,468 shares of the company’s stock, valued at approximately $19,122,009.12. This trade represents a 8.66% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 23,762 shares of company stock worth $10,508,361 over the last 90 days. 0.03% of the stock is owned by insiders.

Trending Headlines about Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft’s broader AI and cloud story remains intact, with recent commentary highlighting strong Azure demand, continued Copilot momentum, and bullish analyst views that the stock is still attractive long term.
• Positive Sentiment: The company’s quarterly dividend of $0.91 per share reinforces Microsoft’s cash generation and shareholder-return profile.
• Neutral Sentiment: Satya Nadella’s comments about using AI more efficiently and Microsoft’s tighter controls on third-party AI tools like Anthropic’s Claude suggest a focus on governance and cost discipline rather than a direct business setback.
• Negative Sentiment: Reports that Microsoft is weighing a spinoff or restructuring of Xbox, along with expected layoffs and budget cuts, are the biggest near-term headwind and are likely weighing on sentiment around the stock.
• Negative Sentiment: Additional reports of job cuts in Microsoft’s Azure unit in China and broader worries about AI infrastructure spending are adding caution about near-term execution and profitability.

Wall Street Analysts Forecast Growth

Several equities analysts have issued reports on the company. TD Cowen reiterated a “buy” rating and issued a $540.00 price objective on shares of Microsoft in a research report on Thursday, June 4th. New Street Research cut their price objective on Microsoft from $675.00 to $600.00 and set a “buy” rating for the company in a research report on Thursday, April 30th. Jefferies Financial Group reiterated a “buy” rating on shares of Microsoft in a research report on Monday, May 4th. Scotiabank cut their price objective on Microsoft from $600.00 to $550.00 and set an “outperform” rating for the company in a research report on Thursday, April 30th. Finally, Bank of America assumed coverage on Microsoft in a research report on Tuesday, March 24th. They issued a “buy” rating and a $500.00 price objective for the company. Forty-one research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $561.20.

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).