Nwam LLC Has $84.97 Million Stock Position in Microsoft Corporation $MSFT

Nwam LLC trimmed its holdings in shares of Microsoft Corporation (NASDAQ:MSFT) by 5.4% in the 1st quarter, Holdings Channel.com reports. The institutional investor owned 229,556 shares of the software giant’s stock after selling 13,220 shares during the period. Microsoft makes up about 4.9% of Nwam LLC’s investment portfolio, making the stock its largest position. Nwam LLC’s holdings in Microsoft were worth $84,975,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors have also added to or reduced their stakes in MSFT. Longfellow Investment Management Co. LLC raised its stake in 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 purchasing an additional 20 shares in the last quarter. Bernzott Capital Advisors purchased a new position in Microsoft in the 4th quarter worth approximately $34,000. Timmons Wealth Management LLC bought a new position in shares of Microsoft in the 4th quarter worth $36,000. Fairway Wealth LLC increased its holdings in shares of Microsoft by 287.0% in the 4th quarter. Fairway Wealth LLC now owns 89 shares of the software giant’s stock worth $43,000 after buying an additional 66 shares during the last quarter. Finally, LSV Asset Management purchased a new stake in shares of Microsoft during the 4th quarter valued at $44,000. 71.13% of the stock is currently owned by institutional investors.

Microsoft News Summary

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft reported fiscal Q4 revenue of approximately $90.0 billion, up 18% year over year and above the $87.6 billion consensus estimate. Adjusted earnings of $4.74 per share also exceeded expectations of $4.21, marking the company’s 14th consecutive “double beat.” Microsoft Q4 Earnings and Revenues Top Estimates
• Positive Sentiment: Azure revenue grew 43%, exceeding analysts’ expectations of roughly 40%, and the cloud platform surpassed $100 billion in annual revenue. The results eased concerns that Microsoft’s AI infrastructure investments may be outpacing customer demand. Microsoft Tops Quarterly Cloud Growth Estimates
• Positive Sentiment: Microsoft said Microsoft 365 Copilot reached 30 million paid seats, providing evidence of growing monetization for its AI products. The company also recorded a $3.2 billion gain from its Anthropic investment, although returns from its OpenAI investment were more mixed. Azure Crosses $100 Billion in Annual Revenue
• Positive Sentiment: Microsoft maintained its AI capital-expenditure outlook rather than following Alphabet’s recent increase. Investors viewed the spending discipline as supportive of margins and free cash flow, while first-quarter fiscal 2027 revenue guidance of $89.9 billion to $91.0 billion was slightly above consensus. Microsoft Keeps Capex Forecast Unchanged
• Neutral Sentiment: Investors had positioned for an unusually large post-earnings move, with options implying roughly a 6% to 7% swing. This elevated volatility reflects the importance of Microsoft’s results to the broader AI investment theme.
• Negative Sentiment: Microsoft faces a U.K. regulatory investigation into whether customers were misled about Microsoft 365 Personal and Family subscription pricing. The probe creates potential reputational and compliance risks, though its near-term financial impact is unclear. UK Regulator Investigates Microsoft Over 365 Subscriptions
• Negative Sentiment: Disney’s decision to replace GitHub Copilot with OpenAI’s Codex highlights intensifying competition in AI coding tools. Multiple shareholder lawsuits concerning alleged Copilot and Azure disclosures also remain an overhang.

Insider Buying and Selling

In related news, EVP Amy Coleman sold 1,262 shares of the firm’s stock in a transaction that occurred on Thursday, May 14th. The stock was sold at an average price of $411.34, for a total transaction of $519,111.08. Following the transaction, the executive vice president directly owned 46,003 shares in the company, valued at $18,922,874.02. This trade represents a 2.67% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Takeshi Numoto sold 4,500 shares of the business’s stock in a transaction that occurred on Wednesday, June 10th. The shares were sold at an average price of $402.84, for a total value of $1,812,780.00. Following the completion of the sale, the executive vice president owned 47,468 shares of the company’s stock, valued at $19,122,009.12. The trade was a 8.66% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 23,762 shares of company stock worth $10,508,361 in the last ninety days. 0.03% of the stock is owned by insiders.

Analyst Ratings Changes

Several research analysts recently issued reports on the stock. Citizens Jmp reiterated a “market outperform” rating and issued a $550.00 target price on shares of Microsoft in a research report on Tuesday. Morgan Stanley began coverage on Microsoft in a research report on Tuesday, July 21st. They set an “overweight” rating and a $600.00 price target on the stock. Tigress Financial lifted their price target on Microsoft from $595.00 to $680.00 and gave the stock a “buy” rating in a research note on Wednesday, May 6th. Guggenheim reiterated a “buy” rating and set a $586.00 price objective on shares of Microsoft in a research report on Monday. Finally, Mizuho reduced their price objective on Microsoft from $515.00 to $490.00 and set an “outperform” rating on the stock in a research report on Wednesday, July 15th. Forty-two equities research analysts have rated the stock with a Buy rating and six have given a Hold rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $554.00.

Microsoft Price Performance

Shares of NASDAQ:MSFT opened at $390.54 on Thursday. 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 market cap of $2.90 trillion, a PE ratio of 23.25, a PEG ratio of 1.20 and a beta of 1.13. The company’s fifty day moving average is $396.43 and its 200 day moving average is $405.74. Microsoft Corporation has a 52 week low of $349.20 and a 52 week high of $555.45.

Microsoft (NASDAQ:MSFT) last posted its quarterly earnings results on Wednesday, July 29th. The software giant reported $4.74 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.24 by $0.50. The business had revenue of $90.01 billion during the quarter, compared to analyst estimates of $87.62 billion. Microsoft had a net margin of 39.34% and a return on equity of 31.94%. The company’s revenue was up 17.7% on a year-over-year basis. During the same period in the prior year, the business posted $3.65 earnings per share. Research analysts anticipate that Microsoft Corporation will post 16.7 earnings per share for the current year.

Microsoft Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Thursday, August 20th will be issued a dividend of $0.91 per share. The ex-dividend date is Thursday, August 20th. This represents a $3.64 annualized dividend and a yield of 0.9%. Microsoft’s dividend payout ratio is currently 21.67%.

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).