M. Kulyk & Associates LLC Grows Holdings in Microsoft Corporation $MSFT

M. Kulyk & Associates LLC lifted its position in Microsoft Corporation (NASDAQ:MSFT) by 4.1% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 45,023 shares of the software giant’s stock after buying an additional 1,788 shares during the period. Microsoft makes up 4.2% of M. Kulyk & Associates LLC’s holdings, making the stock its 5th largest position. M. Kulyk & Associates LLC’s holdings in Microsoft were worth $21,774,000 at the end of the most recent quarter.

Other institutional investors have also modified their holdings of the company. IRON Financial LLC boosted its position in Microsoft by 23.2% during the third quarter. IRON Financial LLC now owns 6,510 shares of the software giant’s stock valued at $3,372,000 after acquiring an additional 1,225 shares during the last quarter. Wellington Capital Management Inc. acquired a new stake in Microsoft during the 2nd quarter worth about $9,941,000. Sound View Wealth Advisors Group LLC raised its position in shares of Microsoft by 2.6% in the 2nd quarter. Sound View Wealth Advisors Group LLC now owns 94,120 shares of the software giant’s stock worth $46,816,000 after acquiring an additional 2,373 shares in the last quarter. PMG Family Office LLC acquired a new position in shares of Microsoft in the 3rd quarter valued at about $828,000. Finally, Trifecta Capital Advisors LLC lifted its stake in shares of Microsoft by 2.3% in the 3rd 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. Institutional investors and hedge funds own 71.13% of the company’s stock.

Insider Transactions at Microsoft

In related news, EVP Kathleen T. Hogan sold 12,321 shares of the business’s stock in a transaction that occurred on 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 sale, the executive vice president owned 137,933 shares in the company, valued at $56,486,322.16. The trade was a 8.20% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, Director John W. Stanton acquired 5,000 shares of the stock in a transaction dated Wednesday, February 18th. The stock was acquired at an average price of $397.35 per share, with a total value of $1,986,750.00. Following the completion of the acquisition, the director owned 83,905 shares in the company, valued at approximately $33,339,651.75. The trade was a 6.34% increase in their position. The SEC filing for this purchase provides additional information. 0.03% of the stock is owned by corporate insiders.

Analysts Set New Price Targets

MSFT has been the subject of a number of research reports. Rothschild & Co Redburn set a $450.00 price target on shares of Microsoft in a report on Wednesday, January 21st. BMO Capital Markets cut their price objective on shares of Microsoft from $625.00 to $575.00 and set an “outperform” rating on the stock in a research report on Thursday, January 29th. Cantor Fitzgerald restated an “overweight” rating and issued a $590.00 target price on shares of Microsoft in a research note on Thursday, January 29th. Daiwa Securities Group decreased their target price on Microsoft from $630.00 to $600.00 and set a “buy” rating for the company in a research report on Wednesday, February 4th. Finally, Phillip Securities raised Microsoft from a “moderate buy” rating to a “strong-buy” rating in a research note on Sunday, February 1st. Two research analysts have rated the stock with a Strong Buy rating, thirty-eight have issued a Buy rating and five have assigned a Hold rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $588.97.

Microsoft Trading Down 2.5%

Shares of Microsoft stock opened at $356.77 on Friday. The firm has a market cap of $2.65 trillion, a PE ratio of 22.31, a P/E/G ratio of 1.39 and a beta of 1.10. Microsoft Corporation has a 1 year low of $344.79 and a 1 year high of $555.45. The company has a debt-to-equity ratio of 0.09, a current ratio of 1.39 and a quick ratio of 1.38. The stock has a fifty day moving average price of $409.36 and a 200-day moving average price of $467.65.

Microsoft (NASDAQ:MSFT) last posted its quarterly earnings results 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 the consensus estimate of $80.28 billion. Microsoft had a return on equity of 32.34% and a net margin of 39.04%.The firm’s quarterly revenue was up 16.7% compared to the same quarter last year. During the same quarter in the prior year, the company earned $3.23 EPS. Equities research analysts anticipate that Microsoft Corporation will post 13.08 EPS for the current year.

Microsoft Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Thursday, June 11th. Investors of record on Thursday, May 21st 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, May 21st. Microsoft’s payout ratio is presently 22.76%.

Microsoft News Summary

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Some Wall Street analysts still see large upside for MSFT, arguing the pullback may be overdone and presenting a buying opportunity for long‑term investors. Wall Street Says Microsoft Stock Has 89% Rebound Potential
• Positive Sentiment: Fundamental revenue drivers remain: LinkedIn ad growth and marketing solutions are cited as near‑term revenue positives that help offset AI spending concerns. Microsoft Benefits From LinkedIn Ad Growth: More Upside Ahead?
• Neutral Sentiment: Microsoft has implemented targeted hiring freezes in major cloud and North American sales groups while keeping AI and engineering hiring active — a cost‑management move that highlights prioritization of AI infrastructure but leaves uncertainty over near‑term sales execution. Microsoft freezes hiring in major cloud, sales groups, The Information reports
• Neutral Sentiment: Infrastructure expansion continues: third‑party partner Crusoe announced a 900 MW AI campus in Abilene, Texas to support large‑scale workloads for Microsoft — this reinforces demand for hyperscale capacity even as investors debate ROI timing. Crusoe Announces New 900 MW AI Factory Campus in Abilene, Texas to Support Microsoft AI Infrastructure
• Negative Sentiment: Market narrative has flipped: analysts and commentary say Microsoft is “losing the AI narrative,” and technical indicators show the stock at decade‑low oversold levels — fueling momentum selling. Microsoft’s stock hasn’t been this oversold in a decade, with the tech giant ‘really losing the AI narrative’
• Negative Sentiment: Heavy AI capex and execution concerns: multiple reports highlight Microsoft’s very large AI spending (reports cite ~$30B per quarter-level scale), slowing Copilot adoption vs. expectations, and the stock is on track for its worst quarter since 2008 — pressuring valuations and near‑term sentiment. Microsoft Is Down 24% This Year While Spending $30B a Quarter on AI
• Negative Sentiment: Competitive and strategic risks are rising: OpenAI and other AI firms (including reports of Anthropic eyeing an IPO) are evolving relationships and competition that could reduce Microsoft’s exclusive leverage in parts of the AI stack. Anthropic eyes IPO, Microsoft stock set for worst quarter since 2008

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).