Fulcrum Equity Management Buys 2,610 Shares of Microsoft Corporation $MSFT

Fulcrum Equity Management grew its stake in Microsoft Corporation (NASDAQ:MSFT) by 272.4% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 3,568 shares of the software giant’s stock after purchasing an additional 2,610 shares during the period. Microsoft comprises about 1.7% of Fulcrum Equity Management’s investment portfolio, making the stock its 13th biggest position. Fulcrum Equity Management’s holdings in Microsoft were worth $1,726,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other large investors have also made changes to their positions in the stock. OMC Financial Services LTD lifted its stake in shares of Microsoft by 0.9% in the fourth quarter. OMC Financial Services LTD now owns 24,334 shares of the software giant’s stock valued at $11,768,000 after buying an additional 222 shares during the period. Attessa Capital LLC lifted its position in shares of Microsoft by 20.0% in the 4th quarter. Attessa Capital LLC now owns 511 shares of the software giant’s stock worth $247,000 after acquiring an additional 85 shares during the period. Doliver Advisors LP grew its holdings in shares of Microsoft by 30.8% during the 4th quarter. Doliver Advisors LP now owns 6,815 shares of the software giant’s stock worth $3,296,000 after purchasing an additional 1,603 shares in the last quarter. Canal Capital Management LLC increased its position in shares of Microsoft by 2.9% during the fourth quarter. Canal Capital Management LLC now owns 53,899 shares of the software giant’s stock valued at $26,067,000 after purchasing an additional 1,513 shares during the period. Finally, Martin Capital Partners LLC raised its stake in shares of Microsoft by 19.7% in the fourth quarter. Martin Capital Partners LLC now owns 18,952 shares of the software giant’s stock valued at $9,166,000 after purchasing an additional 3,118 shares in the last quarter. Institutional investors and hedge funds own 71.13% of the company’s stock.

Insiders Place Their Bets

In related news, EVP Kathleen T. Hogan sold 12,321 shares of Microsoft stock in a transaction dated Friday, March 6th. The stock was 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 $56,486,322.16. The trade was a 8.20% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, Director John W. Stanton purchased 5,000 shares of Microsoft stock in a transaction that occurred on Wednesday, February 18th. The shares were bought at an average price of $397.35 per share, for a total transaction of $1,986,750.00. Following the transaction, the director owned 83,905 shares in the company, valued at $33,339,651.75. This represents a 6.34% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. 0.03% of the stock is currently owned by insiders.

Microsoft Price Performance

NASDAQ:MSFT opened at $383.04 on Tuesday. The company has a quick ratio of 1.38, a current ratio of 1.39 and a debt-to-equity ratio of 0.09. The firm has a market cap of $2.84 trillion, a PE ratio of 23.95, a price-to-earnings-growth ratio of 1.49 and a beta of 1.10. Microsoft Corporation has a 12 month low of $344.79 and a 12 month high of $555.45. The company’s 50-day moving average price is $416.96 and its two-hundred day moving average price is $470.91.

Microsoft (NASDAQ:MSFT) last posted its quarterly earnings data on Wednesday, January 28th. The software giant reported $4.14 earnings per share for the quarter, topping the consensus estimate of $3.86 by $0.28. The company had revenue of $81.27 billion during the quarter, compared to analyst estimates of $80.28 billion. Microsoft had a net margin of 39.04% and a return on equity of 32.34%. The company’s revenue was up 16.7% on a year-over-year basis. During the same quarter last year, the business posted $3.23 earnings per share. On average, equities analysts anticipate that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

Microsoft Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, June 11th. Shareholders of record on Thursday, May 21st will be given a $0.91 dividend. The ex-dividend date is Thursday, May 21st. This represents a $3.64 annualized dividend and a yield of 1.0%. Microsoft’s payout ratio is presently 22.76%.

Microsoft News Roundup

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Evercore flags upside to Azure revenue and highlights monetization levers (365 E7, Copilot pricing) that could lift cloud revenue and margins if adoption accelerates. Evercore highlights potential upside to Microsoft’s Azure revenue, discusses 365 E7, Copilot
• Positive Sentiment: Microsoft hired top AI researchers (Ali Farhadi, Hanna Hajishirzi, Ranjay Krishna) into Mustafa Suleyman’s team — a clear signal the company is doubling down on advanced AI R&D that could sustain long‑term product leadership. Microsoft hires former Ai2 CEO Ali Farhadi and key researchers for Suleyman’s AI team
• Positive Sentiment: Microsoft-backed Lace raised $40M to advance helium atom-beam lithography — a potential long-term strategic edge in chip tooling and supply for AI infrastructure. This is a small but strategic bet on semiconductor innovation that complements Azure/NV investment. Microsoft-backed startup raises $40 million for advanced chipmaking equipment tech
• Positive Sentiment: Microsoft is expanding AI-security and automation partnerships across Azure and Copilot workflows (Accenture, UiPath, others), which supports enterprise stickiness and cross-sell opportunities. Microsoft’s Expanding AI Security Partnerships Deepen Azure And Copilot Workflows
• Neutral Sentiment: Active ETFs and some dividend/AI ETFs continue to hold MSFT as a core position, providing steady institutional demand but not a near‑term catalyst. Active ETFs Surge Past Passive, and These Are in the Lead
• Neutral Sentiment: Specialized YieldMax ETFs that reference Microsoft carry embedded VIX/option risks — relevant to ETF holders but not a direct MSFT-company operational issue. YieldMax ETFs Tied to Berkshire and Microsoft Carry a Hidden ‘Vix Risk’ Most Holders Never See
• Negative Sentiment: Analysts warn the Copilot reorganization is a red flag — consolidation of teams and tighter gating of premium Copilot features raises short‑term execution risk and questions about monetization speed. Reorganization suggests Microsoft issues are mounting, analyst says
• Negative Sentiment: Melius Research reiterated concerns calling the Copilot shake‑up a “red flag,” contributing to cautious sentiment and pressuring the stock amid an already weak YTD performance. Melius analyst: Microsoft’s Copilot reorganization is a ‘red flag’
• Negative Sentiment: Broader tech/headline pressure (shares of MSFT, NVDA, MU moved sharply in recent sessions) and Windows emergency‑update reports add short‑term volatility risk as investors reassess AI capex and monetization timelines. Microsoft (MSFT), Nvidia (NVDA), and Micron (MU) Crash 10% Collectively. What is Going on?

Analysts Set New Price Targets

A number of research firms have weighed in on MSFT. William Blair reiterated an “outperform” rating on shares of Microsoft in a research note on Monday, March 9th. Mizuho reduced their price objective on shares of Microsoft from $640.00 to $620.00 and set an “outperform” rating for the company in a report on Wednesday, January 21st. KeyCorp lowered their target price on shares of Microsoft from $630.00 to $600.00 and set an “overweight” rating on the stock in a research note on Thursday, January 29th. Deutsche Bank Aktiengesellschaft dropped their price target on shares of Microsoft from $630.00 to $575.00 and set a “buy” rating for the company in a research report on Thursday, January 29th. Finally, DA Davidson reaffirmed a “buy” rating and set a $650.00 price objective on shares of Microsoft in a report on Thursday, January 29th. Two research analysts have rated the stock with a Strong Buy rating, thirty-nine have assigned a Buy rating and four have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, Microsoft presently has an average rating of “Moderate Buy” and a consensus price target of $591.87.

Microsoft 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).