PeakShares LLC Makes New $1.35 Million Investment in Microsoft Corporation $MSFT

PeakShares LLC acquired a new stake in Microsoft Corporation (NASDAQ:MSFT) in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm acquired 2,789 shares of the software giant’s stock, valued at approximately $1,349,000. Microsoft makes up approximately 1.3% of PeakShares LLC’s portfolio, making the stock its 15th largest holding.

Other hedge funds and other institutional investors have also modified their holdings of the company. PMG Family Office LLC acquired a new stake in Microsoft during the 3rd quarter valued at $828,000. Trifecta Capital Advisors LLC raised its position in shares of Microsoft by 2.3% in the third quarter. Trifecta Capital Advisors LLC now owns 70,175 shares of the software giant’s stock valued at $36,347,000 after purchasing an additional 1,572 shares during the period. TD Waterhouse Canada Inc. raised its position in shares of Microsoft by 1.0% in the third quarter. TD Waterhouse Canada Inc. now owns 949,901 shares of the software giant’s stock valued at $493,860,000 after purchasing an additional 9,700 shares during the period. Werba Rubin Papier Wealth Management lifted its stake in shares of Microsoft by 15.7% during the 4th quarter. Werba Rubin Papier Wealth Management now owns 12,492 shares of the software giant’s stock worth $6,041,000 after buying an additional 1,698 shares during the last quarter. Finally, SG Americas Securities LLC boosted its holdings in shares of Microsoft by 2,332.1% during the 4th quarter. SG Americas Securities LLC now owns 6,746,017 shares of the software giant’s stock worth $3,262,509,000 after buying an additional 6,468,645 shares during the period. Institutional investors and hedge funds own 71.13% of the company’s stock.

Key Headlines Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft and Chevron announced a 20-year agreement to build Project Kilby, a 2.67-gigawatt natural-gas-powered facility in West Texas to support Microsoft’s AI and cloud data centers, reinforcing long-term demand for Microsoft’s AI infrastructure. Reuters article on Chevron signs power supply deal with Microsoft for Texas data center
• Positive Sentiment: Microsoft’s CEO Satya Nadella called for broader AI access, lower-cost models, and more emphasis on trust and choice, which supports the case that Microsoft is positioning itself to compete beyond the expensive frontier-model race. Yahoo Finance article on Microsoft CEO Calls for Broader AI Access
• Neutral Sentiment: Microsoft was cited as part of a broader Big Tech pullback tied to AI sector rotation and regulatory overhang, suggesting the stock is being dragged by the group rather than by company-specific operating news. Yahoo Finance article on US Equity Indexes Mixed Amid Steep Decline in Communication Services
• Neutral Sentiment: Multiple investor-rights firms announced or promoted a securities class action against Microsoft related to alleged Copilot-related disclosures, adding headline risk but not yet changing the underlying business outlook. GlobeNewswire article on MSFT Alert
• Negative Sentiment: New class-action headlines around Microsoft’s Copilot issues and alleged investor harm may weigh on sentiment by increasing legal uncertainty and keeping attention on prior stock declines. PR Newswire article on MSFT Stockholder Alert

Wall Street Analysts Forecast Growth

Several research analysts have weighed in on MSFT shares. Deutsche Bank Aktiengesellschaft lowered their price target on shares of Microsoft from $575.00 to $550.00 and set a “buy” rating on the stock in a report on Thursday, April 30th. President Capital increased their target price on Microsoft from $500.00 to $520.00 and gave the stock a “buy” rating in a research note on Thursday, April 30th. Bank of America started coverage on Microsoft in a report on Tuesday, March 24th. They set a “buy” rating and a $500.00 price target for the company. New Street Research decreased their price objective on Microsoft from $675.00 to $600.00 and set a “buy” rating on the stock in a report on Thursday, April 30th. Finally, Dbs Bank lowered their price objective on Microsoft from $678.00 to $573.00 in a research report on Thursday, May 7th. Forty-one research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $561.20.

Insider Buying and Selling at Microsoft

In other news, 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 transaction, the executive vice president owned 47,468 shares in the company, valued at approximately $19,122,009.12. This trade represents a 8.66% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CEO Judson Althoff sold 15,500 shares of the business’s stock in a transaction dated Monday, June 1st. The stock was sold at an average price of $460.99, for a total value of $7,145,345.00. Following the transaction, the chief executive officer directly owned 110,477 shares of the company’s stock, valued at approximately $50,928,792.23. The trade was a 12.30% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 23,762 shares of company stock worth $10,508,361 over the last three months. Corporate insiders own 0.03% of the company’s stock.

Microsoft Price Performance

Microsoft stock opened at $367.34 on Tuesday. The firm has a market cap of $2.73 trillion, a PE ratio of 21.87, a price-to-earnings-growth ratio of 1.37 and a beta of 1.11. The company has a debt-to-equity ratio of 0.08, a current ratio of 1.28 and a quick ratio of 1.27. The stock’s fifty day moving average price is $412.26 and its two-hundred day moving average price is $424.28. Microsoft Corporation has a one year low of $356.28 and a one year high of $555.45.

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

Microsoft Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Thursday, August 20th will be given a dividend of $0.91 per share. This represents a $3.64 annualized dividend and a yield of 1.0%. The ex-dividend date is Thursday, August 20th. Microsoft’s payout ratio is currently 21.67%.

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).