Signal Advisors Wealth LLC Has $24.14 Million Position in Microsoft Corporation $MSFT

Signal Advisors Wealth LLC lifted its position in Microsoft Corporation (NASDAQ:MSFT) by 6.3% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 49,913 shares of the software giant’s stock after purchasing an additional 2,972 shares during the quarter. Microsoft comprises approximately 1.9% of Signal Advisors Wealth LLC’s portfolio, making the stock its 9th largest holding. Signal Advisors Wealth LLC’s holdings in Microsoft were worth $24,139,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently made changes to their positions in MSFT. Longfellow Investment Management Co. LLC raised 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 valued at $29,000 after acquiring an additional 20 shares in the last quarter. Bayforest Capital Ltd purchased a new position in shares of Microsoft during the third quarter worth about $38,000. Sellwood Investment Partners LLC bought a new position in shares of Microsoft in the third quarter worth approximately $49,000. University of Illinois Foundation bought a new position in shares of Microsoft in the second quarter worth approximately $50,000. Finally, Stance Capital LLC purchased a new stake in Microsoft in the third quarter valued at approximately $54,000. Hedge funds and other institutional investors own 71.13% of the company’s stock.

Microsoft Trading Up 1.1%

Shares of MSFT opened at $373.46 on Friday. Microsoft Corporation has a fifty-two week low of $344.79 and a fifty-two week high of $555.45. The firm has a market cap of $2.77 trillion, a price-to-earnings ratio of 23.36, a PEG ratio of 1.40 and a beta of 1.11. The firm has a 50 day moving average price of $402.61 and a 200-day moving average price of $463.92. The company has a debt-to-equity ratio of 0.09, a quick ratio of 1.38 and a current ratio of 1.39.

Microsoft (NASDAQ:MSFT) last released its earnings results on Wednesday, January 28th. The software giant reported $4.14 EPS for the quarter, beating the consensus estimate of $3.86 by $0.28. The company had revenue of $81.27 billion for 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 firm’s quarterly revenue was up 16.7% compared to the same quarter last year. During the same quarter last year, the firm earned $3.23 EPS. As a group, equities research analysts forecast that Microsoft Corporation will post 13.08 earnings per share for the current year.

Microsoft Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, June 11th. Stockholders of record on Thursday, May 21st will be paid a dividend of $0.91 per share. This represents a $3.64 dividend on an annualized basis and a dividend yield of 1.0%. The ex-dividend date of this dividend is Thursday, May 21st. Microsoft’s dividend payout ratio (DPR) is 22.76%.

Insider Activity

In related news, Director John W. Stanton acquired 5,000 shares of the firm’s stock in a transaction dated Wednesday, February 18th. The shares were purchased at an average price of $397.35 per share, for a total transaction 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. This represents a 6.34% increase in their ownership of the stock. The purchase was disclosed in a filing with the SEC, which is available at this link. Also, EVP Kathleen T. Hogan sold 12,321 shares of the business’s stock in a transaction dated Friday, March 6th. The shares were 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 directly owned 137,933 shares of the company’s stock, valued at approximately $56,486,322.16. This trade represents a 8.20% decrease in their position. The disclosure for this sale is available in the SEC filing. 0.03% of the stock is currently owned by insiders.

Analyst Upgrades and Downgrades

A number of equities analysts have commented on the stock. Citigroup cut their price target on shares of Microsoft from $660.00 to $635.00 and set a “buy” rating for the company in a research note on Thursday, January 29th. DA Davidson restated a “buy” rating and set a $650.00 price objective on shares of Microsoft in a research report on Thursday, January 29th. Royal Bank Of Canada reaffirmed an “outperform” rating on shares of Microsoft in a report on Monday, March 2nd. Wall Street Zen lowered shares of Microsoft from a “buy” rating to a “hold” rating in a research report on Sunday, January 18th. Finally, Weiss Ratings cut Microsoft from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Tuesday, March 24th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-eight have given a Buy rating and five have given a Hold rating to the company. According to data from MarketBeat.com, Microsoft presently has an average rating of “Moderate Buy” and an average price target of $588.97.

More Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Launched three proprietary AI models (MAI-Transcribe-1, MAI-Voice-1, MAI-Image-2) — signals faster, more self‑sufficient AI offerings that reduce dependence on external partners and can accelerate product monetization. Microsoft releases trio of AI models for transcription, voice generation and image creation
• Positive Sentiment: Bloomberg reports Microsoft has hit Copilot sales goals after a strategy shift — evidence that Copilot commercial traction is improving and could support near‑term revenue/booking growth. Microsoft hits Copilot sales goals after strategy shift – Bloomberg
• Positive Sentiment: Large regional infrastructure commitments — continued investment in Asia (e.g., multi‑billion plans for Singapore and Thailand) to expand cloud/AI capacity and address data‑sovereignty demand, supporting long‑term Azure and cloud revenue potential. What Microsoft (MSFT)’s Asia AI Infrastructure Bet Means For Shareholders
• Positive Sentiment: Analyst support and fresh buy coverage (Benchmark, New Street, others) with lofty price targets — reinforces buy‑the‑dip narratives and attracts dip buyers. Microsoft in focus as Benchmark starts with Buy rating
• Neutral Sentiment: Exclusive talks with Chevron/Engine No. 1 on a large Texas power project could secure dedicated energy for AI data centers — strategic but execution‑ and timing‑dependent. Microsoft and Chevron enter exclusivity deal on powering West Texas AI data center complex
• Neutral Sentiment: OpenAI’s huge funding/valuation debate and broader AI-market dynamics remain relevant to MSFT (partner/competitor ecosystem impacts), but effects are indirect and longer‑term. Is OpenAI’s $1 trillion IPO valuation realistic?
• Negative Sentiment: Billionaire Dan Loeb reduced his Microsoft stake, citing cloud growth and Azure supply concerns — signals some institutional reservations that can weigh on sentiment. Billionaire Investor Reduces Microsoft Stake Amid Cloud Growth Concerns
• Negative Sentiment: Coverage highlighting Microsoft’s recent weak quarter(s) — “worst since 2008” narratives and concerns about elevated AI capex and mixed guidance keep downside risk for sentiment and near‑term multiples. Microsoft Just Had Its Worst Quarter Since 2008–Is This a Generational “Buy” Signal?
• Negative Sentiment: Technical/positioning pressure (breach below long‑term moving averages, some insider/institutional trimming) — raises possibility of further volatility even if fundamentals remain intact. Microsoft Stock (MSFT) Opinions on Breaching 200-Week Moving Average

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).