Glass Wealth Management Co LLC Purchases 1,322 Shares of Microsoft Corporation $MSFT

Glass Wealth Management Co LLC increased its position in shares of Microsoft Corporation (NASDAQ:MSFT) by 4.3% in the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 32,102 shares of the software giant’s stock after purchasing an additional 1,322 shares during the period. Microsoft makes up approximately 4.6% of Glass Wealth Management Co LLC’s portfolio, making the stock its 4th largest position. Glass Wealth Management Co LLC’s holdings in Microsoft were worth $11,883,000 at the end of the most recent quarter.

A number of other hedge funds have also recently added to or reduced their stakes in MSFT. Longfellow Investment Management Co. LLC boosted its stake in shares of Microsoft by 51.3% in the second quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant’s stock valued at $29,000 after buying an additional 20 shares in the last quarter. Bernzott Capital Advisors acquired a new position in Microsoft during the fourth quarter worth $34,000. Timmons Wealth Management LLC purchased a new position in Microsoft in the fourth quarter worth $36,000. Fairway Wealth LLC raised its position in Microsoft by 287.0% in the fourth quarter. Fairway Wealth LLC now owns 89 shares of the software giant’s stock worth $43,000 after acquiring an additional 66 shares in the last quarter. Finally, LSV Asset Management acquired a new stake in Microsoft in the fourth quarter valued at $44,000. Institutional investors and hedge funds own 71.13% of the company’s stock.

Microsoft Stock Performance

NASDAQ:MSFT opened at $381.70 on Monday. Microsoft Corporation has a 52-week low of $349.20 and a 52-week high of $555.45. The company has a quick ratio of 1.27, a current ratio of 1.28 and a debt-to-equity ratio of 0.08. The stock has a fifty day simple moving average of $398.21 and a 200-day simple moving average of $407.62. The company has a market capitalization of $2.84 trillion, a PE ratio of 22.72, a price-to-earnings-growth ratio of 1.17 and a beta of 1.13.

Microsoft (NASDAQ:MSFT) last issued its quarterly earnings data on Wednesday, April 29th. The software giant reported $4.27 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 firm had revenue of $82.89 billion for the quarter, compared to analysts’ expectations of $81.44 billion. During the same period in the prior year, the company earned $3.46 EPS. The firm’s revenue was up 18.3% on a year-over-year basis. On average, equities research analysts expect that Microsoft Corporation will post 16.7 earnings per share for the current fiscal year.

Microsoft Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Thursday, August 20th will be issued a $0.91 dividend. This represents a $3.64 annualized dividend and a dividend yield of 1.0%. The ex-dividend date of this dividend is Thursday, August 20th. Microsoft’s dividend payout ratio is 21.67%.

Insider Activity

In related news, EVP Takeshi Numoto sold 4,500 shares of Microsoft stock in a transaction that occurred 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 completion of the transaction, the executive vice president directly owned 47,468 shares in the company, valued at $19,122,009.12. The trade was a 8.66% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, EVP Amy Coleman sold 1,262 shares of the company’s stock in a transaction that occurred on Thursday, May 14th. The shares were sold at an average price of $411.34, for a total value of $519,111.08. Following the completion of the sale, the executive vice president directly owned 46,003 shares in the company, valued at approximately $18,922,874.02. The trade was a 2.67% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 23,762 shares of company stock worth $10,508,361 over the last ninety days. 0.03% of the stock is currently owned by insiders.

Key Headlines Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft joined 25 tech companies in urging U.S. policymakers not to impose broad restrictions on open-weight and open-source AI models, a stance that supports its broader AI ecosystem strategy and could help preserve flexibility for future product development. Reuters article
• Positive Sentiment: Microsoft also backed a coalition letter with Nvidia, Meta, and other firms arguing that open-weight AI is important for U.S. leadership, reinforcing investor confidence that the company remains a major AI platform player rather than being boxed into one model provider. Business Insider article
• Positive Sentiment: Microsoft’s expanded Databricks partnership extends a key cloud/data-AI relationship through the 2030s, which should help Azure adoption and strengthen long-term enterprise demand for Microsoft’s cloud services. TipRanks article
• Neutral Sentiment: Several previews ahead of Microsoft’s July 29 earnings report say the big investor focus will be FY2027 CapEx guidance and Azure growth, with analysts expecting strong results but worrying that AI infrastructure spending could weigh on free cash flow and margins. MarketBeat article
• Negative Sentiment: Multiple law firms issued class-action alerts and deadline reminders tied to Microsoft securities-fraud claims, including allegations related to Copilot disclosures, which adds headline risk and may keep some investors cautious into earnings. GlobeNewswire article
• Negative Sentiment: Broader tech weakness tied to AI spending fears also weighed on Microsoft, as investors sold mega-cap names after seeing massive capital outlays across the sector and questioning near-term returns on AI investment. Fox Business article

Analyst Ratings Changes

MSFT has been the topic of several research analyst reports. Sanford C. Bernstein restated an “outperform” rating and set a $646.00 target price on shares of Microsoft in a research report on Wednesday. Argus reduced their price objective on shares of Microsoft from $620.00 to $510.00 and set a “buy” rating for the company in a research note on Friday, July 10th. The Goldman Sachs Group reissued a “buy” rating on shares of Microsoft in a report on Thursday, April 30th. Royal Bank Of Canada restated a “buy” rating on shares of Microsoft in a research report on Friday, May 22nd. Finally, Citigroup raised shares of Microsoft from a “market outperform” rating to an “overweight” rating in a report on Thursday, July 16th. Forty-two investment analysts have rated the stock with a Buy rating and six have given a Hold rating to the company. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $555.40.

Microsoft Company 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).