Microsoft Corporation $MSFT Shares Purchased by B&D White Capital Company LLC

by · The Markets Daily

B&D White Capital Company LLC boosted its holdings in Microsoft Corporation (NASDAQ:MSFT – Free Report) by 824.3% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 5,999 shares of the software giant’s stock after acquiring an additional 5,350 shares during the period. B&D White Capital Company LLC’s holdings in Microsoft were worth $2,901,000 at the end of the most recent reporting period.

A number of other large investors have also recently added to or reduced their stakes in MSFT. Norges Bank acquired a new position in Microsoft in the fourth quarter valued at approximately $50,664,631,000. Nuveen LLC acquired a new position in Microsoft in the first quarter valued at approximately $18,733,827,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its holdings in Microsoft by 500.0% in the third 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 acquiring an additional 49,618,571 shares during the last quarter. Laurel Wealth Advisors LLC lifted its holdings in Microsoft by 49,640.3% in the second quarter. Laurel Wealth Advisors LLC now owns 29,967,038 shares of the software giant’s stock valued at $14,905,904,000 after acquiring an additional 29,906,791 shares during the last quarter. Finally, Cardano Risk Management B.V. lifted its holdings in Microsoft by 908.5% in the fourth quarter. Cardano Risk Management B.V. now owns 23,568,250 shares of the software giant’s stock valued at $11,398,077,000 after acquiring an additional 21,231,333 shares during the last quarter. 71.13% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

A number of research firms have commented on MSFT. Dbs Bank decreased their price target on Microsoft from $678.00 to $573.00 in a research note on Thursday, May 7th. Evercore decreased their price target on Microsoft from $580.00 to $510.00 and set an “outperform” rating on the stock in a research note on Thursday, April 30th. Citizens Jmp began coverage on Microsoft in a research note on Monday, June 1st. They set an “outperform” rating and a $550.00 price target on the stock. Truist Financial decreased their price target on Microsoft from $675.00 to $575.00 and set a “buy” rating on the stock in a research note on Thursday, April 30th. Finally, HSBC decreased their price target on Microsoft from $593.00 to $571.00 in a research note on Thursday, April 30th. Forty-one analysts have rated the stock with a Buy rating and six have given a Hold rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $561.20.

Read Our Latest Analysis on MSFT

Key Stories Impacting 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.

Microsoft Stock Up 0.1%

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

Microsoft (NASDAQ:MSFT – Get Free Report) last posted its quarterly earnings data 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. Microsoft had a return on equity of 31.94% and a net margin of 39.34%.The business had revenue of $82.89 billion for the quarter, compared to analyst estimates of $81.44 billion. During the same quarter in the prior year, the company earned $3.46 earnings per share. The company’s revenue was up 18.3% on a year-over-year basis. As a group, equities analysts expect that Microsoft Corporation will post 16.76 earnings per share for the current fiscal year.

Microsoft Dividend Announcement

The business also recently disclosed 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 of this dividend is Thursday, August 20th. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.9%. Microsoft’s dividend payout ratio is currently 21.67%.

Insider Transactions at Microsoft

In other news, EVP Takeshi Numoto sold 4,500 shares of the company’s stock in a transaction on Wednesday, June 10th. The stock was sold at an average price of $402.84, for a total transaction of $1,812,780.00. Following the sale, the executive vice president 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. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, 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 sale, the executive vice president directly owned 46,003 shares in the company, valued at $18,922,874.02. This represents a 2.67% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 23,762 shares of company stock valued at $10,508,361. 0.03% of the stock is currently owned by company insiders.

About Microsoft

(Free Report)

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).

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