Fund Advisors of America Inc FL Takes $2.45 Million Position in Microsoft Corporation $MSFT

Fund Advisors of America Inc FL purchased a new stake in Microsoft Corporation (NASDAQ:MSFT) during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm purchased 5,070 shares of the software giant’s stock, valued at approximately $2,452,000. Microsoft comprises approximately 2.2% of Fund Advisors of America Inc FL’s investment portfolio, making the stock its 8th largest holding.

Several other hedge funds and other institutional investors also recently modified their holdings of MSFT. Longfellow Investment Management Co. LLC increased its stake 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 purchasing an additional 20 shares during the last quarter. Bernzott Capital Advisors bought a new stake in Microsoft during the 4th quarter worth $34,000. Timmons Wealth Management LLC bought a new stake in Microsoft during the 4th quarter worth $36,000. Bayforest Capital Ltd bought a new stake in Microsoft during the 3rd quarter worth $38,000. Finally, Fairway Wealth LLC grew its position in Microsoft by 287.0% during the 4th quarter. Fairway Wealth LLC now owns 89 shares of the software giant’s stock worth $43,000 after acquiring an additional 66 shares during the last quarter. Institutional investors own 71.13% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities research analysts recently weighed in on the company. Oppenheimer restated an “outperform” rating and set a $515.00 price objective (down from $630.00) on shares of Microsoft in a research report on Monday, April 27th. BNP Paribas Exane reduced their price objective on Microsoft from $556.00 to $555.00 and set an “outperform” rating on the stock in a research report on Friday, May 1st. HSBC reduced their price objective on Microsoft from $593.00 to $571.00 in a research report on Thursday, April 30th. Phillip Securities upgraded Microsoft to a “buy” rating and set a $485.00 price objective on the stock in a research report on Wednesday, May 13th. Finally, BMO Capital Markets reduced their price objective on Microsoft from $575.00 to $505.00 and set an “outperform” rating on the stock in a research report on Tuesday, April 28th. Thirty-nine equities research analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $560.88.

Microsoft Stock Down 0.5%

Shares of MSFT opened at $419.09 on Friday. The company has a market capitalization of $3.11 trillion, a PE ratio of 24.95, a PEG ratio of 1.52 and a beta of 1.10. Microsoft Corporation has a 12 month low of $356.28 and a 12 month high of $555.45. The stock’s 50-day moving average price is $399.10 and its two-hundred day moving average price is $437.61. The company has a current ratio of 1.28, a quick ratio of 1.27 and a debt-to-equity ratio of 0.08.

Microsoft (NASDAQ:MSFT) last announced its earnings results on Wednesday, April 29th. The software giant reported $4.27 EPS for the quarter, topping the consensus estimate of $4.06 by $0.21. The firm had revenue of $82.89 billion for the quarter, compared to the consensus estimate of $81.44 billion. Microsoft had a return on equity of 31.94% and a net margin of 39.34%.The business’s quarterly revenue was up 18.3% compared to the same quarter last year. During the same period in the previous year, the business earned $3.46 EPS. On average, analysts anticipate that Microsoft Corporation will post 16.76 EPS for the current year.

Microsoft Dividend Announcement

The firm 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 $0.91 dividend. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.9%. The ex-dividend date of this dividend is Thursday, May 21st. Microsoft’s payout ratio is currently 21.67%.

Trending Headlines about Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft and EY announced a $1 billion partnership to help enterprises launch and scale AI projects, which could support future Azure usage and Copilot adoption. Microsoft and EY Team to Promote Corporate AI Adoption
• Positive Sentiment: Reports said Anthropic is in talks to rent servers powered by Microsoft’s Maia AI chips, a sign Microsoft’s in-house silicon strategy may be gaining traction with major AI customers. Anthropic in talks to use Microsoft’s AI chips, The Information reports
• Positive Sentiment: Analysts remain constructive on Microsoft’s AI opportunity, with commentary that AI compute demand is becoming a major growth engine for the company. Microsoft, Oracle Stand To Benefit As AI Compute Becomes The New Oil
• Neutral Sentiment: Microsoft’s largest data center in India is still on track to open by mid-2026, reinforcing the company’s ongoing global cloud expansion. Microsoft (MSFT)’s Largest Data Center In India Is On Track To Open By Mid-2026
• Negative Sentiment: Some market coverage focused on concerns that Microsoft’s aggressive AI capex could be weighing on sentiment, with investors questioning whether spending is outrunning near-term returns. Microsoft Falls 12% As AI Spending Concerns Pressure S&P 500
• Negative Sentiment: The UK CMA also opened a probe into Microsoft’s software practices, adding a regulatory overhang to the stock. UK CMA Opens Probe Into Microsoft (MSFT) Software Practices

Insider Transactions at Microsoft

In other news, EVP Amy Coleman sold 1,262 shares of the business’s stock in a transaction dated Thursday, May 14th. The stock was sold at an average price of $411.34, for a total value of $519,111.08. Following the transaction, the executive vice president directly owned 46,003 shares of the company’s stock, valued at $18,922,874.02. The trade was a 2.67% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through 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 transaction, the executive vice president directly owned 137,933 shares in the company, valued at $56,486,322.16. This represents a 8.20% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 0.03% of the stock is owned by insiders.

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).