Matrix Asset Advisors Inc. NY Grows Holdings in Microsoft Corporation $MSFT

Matrix Asset Advisors Inc. NY boosted its holdings in Microsoft Corporation (NASDAQ:MSFT) by 20.1% in the first quarter, Holdings Channel reports. The institutional investor owned 171,359 shares of the software giant’s stock after buying an additional 28,642 shares during the period. Microsoft accounts for approximately 5.8% of Matrix Asset Advisors Inc. NY’s holdings, making the stock its largest position. Matrix Asset Advisors Inc. NY’s holdings in Microsoft were worth $63,432,000 as of its most recent SEC filing.

Several other hedge funds have also added to or reduced their stakes in MSFT. Taylor Securities Services Inc. acquired a new stake in Microsoft during the 4th quarter worth about $2,616,000. PMG Family Office LLC bought a new stake in shares of Microsoft during the 3rd quarter valued at about $828,000. Werba Rubin Papier Wealth Management boosted its position 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 valued at $6,041,000 after purchasing an additional 1,698 shares in the last quarter. SG Americas Securities LLC grew its stake in Microsoft by 2,332.1% during the fourth quarter. SG Americas Securities LLC now owns 6,746,017 shares of the software giant’s stock worth $3,262,509,000 after purchasing an additional 6,468,645 shares during the period. Finally, World Investment Advisors increased its holdings in Microsoft by 22.1% in the fourth quarter. World Investment Advisors now owns 272,424 shares of the software giant’s stock worth $131,750,000 after purchasing an additional 49,371 shares in the last quarter. 71.13% of the stock is currently owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other Microsoft news, EVP Amy Coleman sold 1,262 shares of the company’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 completion of the transaction, the executive vice president owned 46,003 shares in the company, valued at $18,922,874.02. This represents a 2.67% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Takeshi Numoto sold 4,500 shares of the firm’s stock in a transaction on Wednesday, June 10th. The shares were 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 represents a 8.66% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 23,762 shares of company stock valued at $10,508,361. Insiders own 0.03% of the company’s stock.

More Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft is getting credit for shifting more AI workloads to its own in-house models, which could lower costs and improve margins in products like Excel and Outlook. Article Title
• Positive Sentiment: Several analysts remain bullish, arguing Microsoft’s Azure growth and AI infrastructure spending support the long-term thesis and could leave the shares undervalued after recent weakness. Article Title
• Positive Sentiment: DA Davidson reiterated a Buy rating and a $550 price target, signaling Wall Street still sees meaningful upside despite near-term turbulence. Article Title
• Neutral Sentiment: Commentary around Microsoft’s AI business remains constructive, with reports highlighting a large-scale AI revenue base and continued investor interest in the stock as an AI leader. Article Title
• Negative Sentiment: Microsoft announced about 4,800 layoffs, including roughly 3,200 roles tied to Xbox, as part of a broader reset of the gaming business and a cost-cutting restructuring. Article Title
• Negative Sentiment: Multiple reports say the Xbox division is underperforming, with weak margins and subscription results raising concerns that management is having to shrink a core consumer business. Article Title
• Negative Sentiment: Microsoft also faces fresh securities-fraud class-action pressure tied to Copilot and Azure disclosures, adding legal overhang and headline risk for investors. Article Title

Analysts Set New Price Targets

Several analysts have recently commented on the stock. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Microsoft in a research report on Monday. DA Davidson reissued a “buy” rating and set a $550.00 target price on shares of Microsoft in a research note on Monday. Guggenheim restated a “buy” rating and issued a $586.00 price target on shares of Microsoft in a report on Thursday, April 30th. Arete Research upped their price objective on shares of Microsoft from $730.00 to $870.00 and gave the company a “buy” rating in a report on Tuesday, May 5th. Finally, Sanford C. Bernstein cut shares of Microsoft from an “outperform” rating to a “market perform” rating in a research report on Monday. Forty analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $560.98.

Microsoft Stock Performance

Shares of MSFT stock opened at $388.84 on Wednesday. The firm has a 50-day moving average of $404.84 and a 200-day moving average of $416.21. The company has a market cap of $2.89 trillion, a P/E ratio of 23.15, a P/E/G ratio of 1.21 and a beta of 1.13. The company has a debt-to-equity ratio of 0.08, a current ratio of 1.28 and a quick ratio of 1.27. Microsoft Corporation has a one year low of $349.20 and a one year high of $555.45.

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

Microsoft Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Thursday, August 20th will be issued a dividend of $0.91 per share. This represents a $3.64 dividend on an annualized basis and a yield of 0.9%. The ex-dividend date is Thursday, August 20th. Microsoft’s dividend payout ratio (DPR) is 21.67%.

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).