<div id="readability-page-1"><p>Kanawha Capital Management LLC lessened its position in  Microsoft Corporation (NASDAQ:MSFT - Free Report) by 2.3% during the fourth quarter, according to the company in its most recent filing with the Securities &amp; Exchange Commission. The fund owned 199,470 shares of the software giant's stock after selling 4,601 shares during the period. Microsoft accounts for  6.6% of Kanawha Capital Management LLC's investment portfolio, making the stock its biggest position. Kanawha Capital Management LLC's holdings in Microsoft were worth $96,467,000 at the end of the most recent reporting period.</p><ul><li>MarketBeat Week in Review – 05/11 - 05/15</li></ul><p>A number of other large investors have also recently modified their holdings of MSFT. Longfellow Investment Management Co. LLC boosted its stake in shares of  Microsoft by 51.3% during the 2nd quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant's stock valued at $29,000 after purchasing an additional 20 shares in the last quarter.  Bayforest Capital Ltd bought a new stake in shares of  Microsoft during the 3rd quarter valued at about $38,000.  LSV Asset Management bought a new stake in shares of  Microsoft during the 4th quarter valued at about $44,000.  Sellwood Investment Partners LLC bought a new stake in shares of  Microsoft during the 3rd quarter valued at about $49,000.  Finally, Daytona Street Capital LLC bought a new stake in shares of  Microsoft during the 4th quarter valued at about $50,000. Institutional investors own  71.13% of the company's stock. </p><h2>Microsoft Stock Performance</h2><p>Shares of NASDAQ MSFT opened at $421.92 on Monday. Microsoft Corporation has a 1 year low of $356.28 and a 1 year high of $555.45. The stock has a market cap of $3.13 trillion, a P/E ratio of 25.11, a price-to-earnings-growth ratio of 1.52 and a beta of 1.10. The firm has a 50-day moving average of $398.18 and a 200 day moving average of $440.75. The company has a debt-to-equity ratio of 0.08, a current ratio of 1.28 and a quick ratio of 1.27. </p><ul><li>Be Ready: 3 Upcoming Catalysts Could Drive Oracle to Record Highs</li></ul><p>Microsoft (NASDAQ:MSFT - Get Free Report) last issued its quarterly earnings results on Wednesday, April 29th. The software giant reported $4.27 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $4.06 by $0.21. Microsoft had a net margin of 39.34% and a return on equity of 31.94%. The company had revenue of $82.89 billion during the quarter, compared to analysts' expectations of $81.44 billion. During the same period last year, the company posted $3.46 EPS. Microsoft's revenue was up 18.3% on a year-over-year basis.  As a group, sell-side analysts expect that  Microsoft Corporation will post 16.76 EPS for the current fiscal year. </p><h2>Microsoft Announces Dividend</h2><p>The company also recently announced a quarterly dividend, which will be paid on Thursday, June 11th. Shareholders of record on Thursday, May 21st will be issued a $0.91 dividend. The ex-dividend date of this dividend is Thursday, May 21st. This represents a $3.64 annualized dividend and a yield of 0.9%. Microsoft's payout ratio is 21.67%. </p><h2>Wall Street Analyst Weigh In</h2><ul><li>Cisco’s Vertical Rally May Still Be in the Early Innings</li></ul><p>A number of brokerages have recently weighed in on MSFT. The Goldman Sachs Group  reaffirmed a &#34;buy&#34; rating on shares of Microsoft in a research note on Thursday, April 30th. Phillip Securities raised shares of Microsoft to a &#34;buy&#34; rating and set a $485.00 target price on the stock in a research note on Wednesday, May 13th. President Capital lifted their target price on shares of Microsoft from $500.00 to $520.00 and gave the company a &#34;buy&#34; rating in a research note on Thursday, April 30th. Dbs Bank lowered their price target on shares of Microsoft from $678.00 to $573.00 in a research report on Thursday, May 7th. Finally, Arete Research lifted their price target on shares of Microsoft from $730.00 to $870.00 and gave the company a &#34;buy&#34; rating in a research report on Tuesday, May 5th. Thirty-nine investment analysts have rated the stock with a Buy rating and seven have issued  a Hold rating to the company's stock. According to MarketBeat.com, the stock  has a consensus rating of &#34;Moderate Buy&#34; and an average price target of $560.88.</p><p><b>Get Our Latest Analysis on Microsoft</b></p><h2>Insider Activity</h2><p>In other Microsoft news, EVP Kathleen T. Hogan sold 12,321 shares of Microsoft stock in a transaction dated Friday, March 6th. The shares were sold at an average price of $409.52, for a total value of $5,045,695.92. Following the completion of the transaction, the executive vice president directly owned 137,933 shares of the company's stock, valued at approximately $56,486,322.16. The trade was a 8.20% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities &amp; Exchange Commission, which is accessible through this link. Also, Director John W. Stanton bought 5,000 shares of the firm's stock in a transaction on Wednesday, February 18th. The stock was purchased at an average cost of $397.35 per share, with a total value of $1,986,750.00. Following the completion of the acquisition, the director directly owned 83,905 shares of the company's stock, valued at approximately $33,339,651.75. The trade was a 6.34% increase in their position. The disclosure for this purchase is available in the SEC filing. 0.03% of the stock is currently owned by insiders. </p><h2>Key Microsoft News</h2><p>Here are the key news stories impacting Microsoft this week:</p><ul>   <li><span>Positive Sentiment: </span>Bill Ackman revealed a new multi-billion-dollar stake in <strong>Microsoft (MSFT)</strong>, saying the company looks attractively valued and highlighting Azure, Microsoft 365, and AI as key growth drivers. <i></i><span>Reuters: Ackman's Pershing Square takes stake in Microsoft, citing 'compelling' valuation</span></li>   <li><span>Positive Sentiment: </span>Analysts and market commentary continued to argue that Microsoft’s AI infrastructure, Azure growth, and OpenAI exposure could support further upside, with some seeing the stock’s weaker recent performance as a buying opportunity. <i></i><span>TipRanks: Microsoft Buy Rating Reiterated as AI and Cloud Momentum Builds</span></li>   <li><span>Neutral Sentiment: </span>Microsoft also announced a board addition, appointing former EY chief Carmine Di Sibio to its board of directors, which is a governance update but not an immediate operating catalyst. <i></i><span>PR Newswire: Microsoft announces appointment of Carmine Di Sibio to board of directors</span></li>   <li><span>Negative Sentiment: </span>The UK opened an antitrust probe into Microsoft’s business software and cloud practices, creating a potential regulatory overhang for the stock. <i></i><span>Reuters: UK opens antitrust probe into Microsoft's business software</span></li>   <li><span>Negative Sentiment: </span>LinkedIn, a Microsoft-owned unit, announced 5% workforce cuts, reinforcing that the company is still trimming costs even as it ramps AI spending. <i></i><span>Reuters: LinkedIn to lay off 5% of workforce amid tech industry cuts</span></li> </ul><h2>Microsoft Company Profile</h2> (Free Report)<p>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.  </p><p>Microsoft's product portfolio includes the Windows operating system and the Microsoft 365 suite of productivity and collaboration tools (Office apps, Outlook, Teams).</p><h2>Read More</h2><ul><li>Five stocks we like better than Microsoft</li><li>Robinhood, SoFi, and Webull Are Telling Very Different Stories</li><li>As Broadcom Eclipses $2 Trillion, Private Credit Giants Wants In</li><li>Target the Red-Hot Spin-Off and Merger Space With These ETFs</li><li>Samsung Joins the $1 Trillion Club as AI Memory Demand Explodes</li></ul><p><img src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/scripts/SECFilingChart.ashx/query-UHJlZml4PU5BU0RBUSZTeW1ib2w9TVNGVA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" width="650" height="350" original-src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/scripts/SECFilingChart.ashx/query-UHJlZml4PU5BU0RBUSZTeW1ib2w9TVNGVA"/></p><p><em>This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.</em></p><h2>Should You Invest $1,000 in Microsoft Right Now?</h2><p>Before you consider Microsoft, you'll want to hear this.</p><p>MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Microsoft wasn't on the list.</p><p>While Microsoft currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys.</p><p>View The Five Stocks Here</p>                  </div>

The latest batch of 13F filings has been released: In Q1, Berkshire Hathaway increased its stake in Google Class A shares by over 200%, propelling it to the position of its seventh-largest holding. The firm completely exited positions held for nearly seven years—including Amazon, as well as Visa, Mastercard, and UnitedHealth—while simultaneously making a return to the airline sector after a six-year hiatus, investing $2.65 billion to establish a new position in Delta Air Lines. Bridgewater Associates, meanwhile, initiated new positions in TSMC and the Gold ETF (GLD) for the first time; it also increased its holdings in Amazon (elevating it to its top holding), Nvidia, Broadcom, and Micron. Conversely, the firm liquidated its stakes in Salesforce and ServiceNow, and trimmed its positions in Mastercard, Adobe, and others. Institutional capital is currently converging on AI computing power and safe-haven assets. How many of the stocks in your portfolio have caught the eye of these investment giants?

<p>The latest batch of 13F filings has been released: In Q1, Berkshire Hathaway increased its stake in Google Class A shares by over 200%, propelling it to the position of its seventh-largest holding. The firm completely exited positions held for nearly seven years—including Amazon, as well as Visa, Mastercard, and UnitedHealth—while simultaneously making a return to the airline sector after a six-year hiatus, investing $2.65 billion to establish a new position in Delta Air Lines. Bridgewater Associates, meanwhile, initiated new positions in TSMC and the Gold ETF (GLD) for the first time; it also increased its holdings in Amazon (elevating it to its top holding), Nvidia, Broadcom, and Micron. Conversely, the firm liquidated its stakes in Salesforce and ServiceNow, and trimmed its positions in Mastercard, Adobe, and others. Institutional capital is currently converging on AI computing power and safe-haven assets. How many of the stocks in your portfolio have caught the eye of these investment giants?</p>

Big funds' 13Fs are out: betting on AI compute and safe havens

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<p>Kanawha Capital Management LLC reduced its stake in Microsoft Corporation (NASDAQ:MSFT) by 2.3% in Q4, holding 199,470 shares valued at $96.47 million. Microsoft remains the largest position in their portfolio, accounting for 6.6%. Other investors have also adjusted their holdings, with institutional ownership at 71.13%. Microsoft recently reported strong earnings, beating estimates, and announced a quarterly dividend of $0.91.</p>

- Kanawha Capital Management LLC reduced its stake in Microsoft Corporation by 2.3%, holding 199,470 shares valued at $96,467,000, which represents 6.6% of its portfolio.  
- Microsoft reported earnings of $4.27 per share for the last quarter, surpassing estimates, with revenue of $82.89 billion, reflecting an 18.3% year-over-year increase.  
- Various analysts maintain a consensus "Moderate Buy" rating for Microsoft, suggesting a price target range around $560.88 amid mixed market sentiments and new regulatory challenges.

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Kanawha Capital Management LLC Cuts Stake in Microsoft Corporation $MSFT