KW Wealth Management LLC Purchases Shares of 7,448 Microsoft Corporation $MSFT

KW Wealth Management LLC acquired a new stake in shares of Microsoft Corporation (NASDAQ:MSFT) in the third quarter, HoldingsChannel.com reports. The firm acquired 7,448 shares of the software giant’s stock, valued at approximately $3,858,000. Microsoft comprises 6.6% of KW Wealth Management LLC’s portfolio, making the stock its 4th largest position.

Several other large investors have also made changes to their positions in MSFT. Longfellow Investment Management Co. LLC boosted its holdings in shares of Microsoft by 51.3% in the 2nd quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant’s stock worth $29,000 after acquiring an additional 20 shares in the last quarter. Bulwark Capital Corp acquired a new position in Microsoft in the second quarter worth $32,000. Westend Capital Management LLC grew its holdings in shares of Microsoft by 386.7% during the second quarter. Westend Capital Management LLC now owns 73 shares of the software giant’s stock worth $36,000 after purchasing an additional 58 shares during the last quarter. LSV Asset Management acquired a new stake in shares of Microsoft in the fourth quarter valued at $44,000. Finally, University of Illinois Foundation acquired a new stake in shares of Microsoft in the second quarter valued at $50,000. Institutional investors own 71.13% of the company’s stock.

Microsoft Price Performance

Shares of MSFT stock opened at $479.28 on Friday. The firm’s 50 day moving average price is $488.14 and its two-hundred day moving average price is $503.62. The company has a debt-to-equity ratio of 0.10, a quick ratio of 1.39 and a current ratio of 1.40. Microsoft Corporation has a 52-week low of $344.79 and a 52-week high of $555.45. The stock has a market cap of $3.56 trillion, a PE ratio of 34.09, a PEG ratio of 1.79 and a beta of 1.07.

Microsoft (NASDAQ:MSFT) last posted its quarterly earnings results on Wednesday, October 29th. The software giant reported $4.13 earnings per share for the quarter, beating analysts’ consensus estimates of $3.65 by $0.48. Microsoft had a return on equity of 32.45% and a net margin of 35.71%.The company had revenue of $77.67 billion for the quarter, compared to the consensus estimate of $75.49 billion. During the same quarter in the prior year, the business posted $3.30 EPS. The firm’s quarterly revenue was up 18.4% on a year-over-year basis. As a group, analysts forecast that Microsoft Corporation will post 13.08 EPS for the current year.

Microsoft Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, March 12th. Shareholders of record on Thursday, February 19th will be issued a dividend of $0.91 per share. The ex-dividend date is Thursday, February 19th. This represents a $3.64 dividend on an annualized basis and a yield of 0.8%. Microsoft’s dividend payout ratio (DPR) is 25.89%.

Insider Transactions at Microsoft

In other news, insider Bradford L. Smith sold 38,500 shares of the company’s stock in a transaction dated Monday, November 3rd. The stock was sold at an average price of $518.64, for a total value of $19,967,640.00. Following the completion of the sale, the insider directly owned 461,597 shares of the company’s stock, valued at $239,402,668.08. This represents a 7.70% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, EVP Takeshi Numoto sold 2,850 shares of the stock in a transaction that occurred on Thursday, December 4th. The shares were sold at an average price of $478.72, for a total transaction of $1,364,352.00. Following the completion of the sale, the executive vice president owned 55,782 shares in the company, valued at $26,703,959.04. This represents a 4.86% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 54,100 shares of company stock worth $27,598,872. 0.03% of the stock is currently owned by company insiders.

Microsoft News Summary

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Office 365 subscription growth is accelerating (commercial + consumer uptake, higher-tier migration and AI features boosting revenue per user), which supports recurring revenue and margin resilience. MSFT’s Office 365 Subscription Growth Picks Up
• Positive Sentiment: Microsoft launched agentic AI solutions for retailers (automation across merchandising, store ops and fulfillment) — expands monetization avenues for Azure/Copilot in commerce. Microsoft Introduces Agentic AI Solutions for Retailers
• Positive Sentiment: PayPal will power Copilot Checkout flows, a partnership that helps drive payments volume inside Microsoft’s Copilot ecosystem and could lift monetization of consumer workflows. PayPal Teams With Microsoft to Power Checkout in Copilot
• Positive Sentiment: Prominent commentators and analysts remain constructive — Jim Cramer voiced continued confidence in Microsoft, and firms (Wedbush/Jefferies/Scotiabank coverage) reiterate upside tied to Azure/AI momentum. These endorsements support investor sentiment. Jim Cramer Says “Going Forward, I Still Feel Pretty Good About Microsoft”
• Neutral Sentiment: EU digital rule overhaul reportedly won’t impose heavy-handed restrictions on big tech — reduces a regulatory overhang but is broadly industry-wide news. Big Tech spared strict rules in EU digital rule overhaul
• Negative Sentiment: Reports say AI‑capable PC sales came in below expectations, denting the near‑term hardware/AI upgrade narrative that had been a tailwind for Microsoft’s Windows/partner ecosystem. “AI Confuses Them More Than it Helps…”: Microsoft Stock Slips as AI PC Sales Less Than Expected
• Negative Sentiment: Rumors of large job cuts circulated (company communications called the figures inaccurate), creating headline risk around rising AI costs and cost‑base adjustments. Short-term volatility can follow such reports even when later denied. “100 Percent Made Up”: Microsoft Stock Slips in Response to Layoff Rumors
• Negative Sentiment: Local opposition emerged after Microsoft was identified as the developer behind a contentious Michigan data‑center proposal — potential permitting delays and PR drag. Microsoft behind controversial data center proposal in Michigan

Wall Street Analysts Forecast Growth

Several research analysts recently issued reports on MSFT shares. BNP Paribas Exane upped their price target on shares of Microsoft from $630.00 to $632.00 and gave the stock an “outperform” rating in a research report on Monday, November 3rd. Sanford C. Bernstein upped their target price on shares of Microsoft from $637.00 to $645.00 and gave the stock an “outperform” rating in a research report on Thursday, October 30th. Rothschild Redb cut shares of Microsoft from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, November 18th. Royal Bank Of Canada restated a “buy” rating on shares of Microsoft in a research report on Monday, January 5th. Finally, KeyCorp reaffirmed an “overweight” rating on shares of Microsoft in a report on Thursday, October 30th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-seven have issued a Buy rating and four have given a Hold rating to the company’s stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $630.11.

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).