Microsoft Corporation $MSFT Shares Purchased by Wagner Wealth Management LLC

Wagner Wealth Management LLC increased its holdings in shares of Microsoft Corporation (NASDAQ:MSFT) by 24.5% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 12,042 shares of the software giant’s stock after purchasing an additional 2,373 shares during the quarter. Microsoft accounts for approximately 1.2% of Wagner Wealth Management LLC’s portfolio, making the stock its 21st biggest position. Wagner Wealth Management LLC’s holdings in Microsoft were worth $5,824,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Longfellow Investment Management Co. LLC increased its position in shares of Microsoft by 51.3% during the 2nd quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant’s stock worth $29,000 after purchasing an additional 20 shares during the last quarter. Bayforest Capital Ltd acquired a new stake in shares of Microsoft during the 3rd quarter worth about $38,000. Fairway Wealth LLC increased its position in shares of 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 purchasing an additional 66 shares during the last quarter. Sellwood Investment Partners LLC acquired a new stake in shares of Microsoft during the 3rd quarter worth about $49,000. Finally, University of Illinois Foundation acquired a new stake in shares of Microsoft during the 2nd quarter worth about $50,000. 71.13% of the stock is owned by institutional investors and hedge funds.

Microsoft Stock Performance

Shares of MSFT opened at $412.67 on Thursday. The stock has a 50-day simple moving average of $400.37 and a 200-day simple moving average of $435.01. The company has a debt-to-equity ratio of 0.08, a quick ratio of 1.27 and a current ratio of 1.28. The stock has a market capitalization of $3.07 trillion, a PE ratio of 24.56, a PEG ratio of 1.50 and a beta of 1.10. Microsoft Corporation has a 1 year low of $356.28 and a 1 year high of $555.45.

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

Microsoft Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, June 11th. Investors of record on Thursday, May 21st will be paid a dividend of $0.91 per share. The ex-dividend date is Thursday, May 21st. This represents a $3.64 annualized dividend and a yield of 0.9%. Microsoft’s payout ratio is presently 21.67%.

Insider Activity at Microsoft

In other Microsoft news, EVP Kathleen T. Hogan sold 12,321 shares of the business’s stock in a transaction that occurred on Friday, March 6th. The stock was 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 owned 137,933 shares in the company, valued at approximately $56,486,322.16. The trade was a 8.20% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP Amy Coleman sold 1,262 shares of the business’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 owned 46,003 shares of the company’s stock, valued at approximately $18,922,874.02. This represents a 2.67% decrease in their position. The SEC filing for this sale provides additional information. 0.03% of the stock is owned by insiders.

Key Headlines Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: The biggest catalyst was a $9.7 billion Pentagon contract to consolidate Microsoft and other software licenses into one vehicle, which should streamline federal procurement and reinforce Microsoft’s government software footprint. Pentagon awards Microsoft $9.7 billion deal in bid to cut costs, end license sprawl
• Positive Sentiment: Multiple reports said HSBC sees Microsoft’s Anthropic partnership as potentially worth up to $43 billion in annual revenue by 2030, lifting optimism around Azure and Microsoft’s AI monetization path. Is Microsoft ditching OpenAI for Anthropic?
• Positive Sentiment: KeyBanc reiterated an Overweight rating, citing continued strength in Azure and Copilot, while other analyst notes argued Wall Street may be underestimating Microsoft’s AI revenue potential. KeyBanc Reiterates Overweight Rating on Microsoft (MSFT) on Azure and Copilot Growth
• Positive Sentiment: HP’s earnings beat, driven in part by the Windows 11 refresh cycle and AI PC demand, indirectly supports Microsoft by signaling healthy PC upgrade activity around its ecosystem. HP beats revenue, profit estimates as AI PC and Windows 11 refresh boost demand
• Neutral Sentiment: Several items were broadly supportive of Microsoft’s AI strategy, including partner integrations around Microsoft Marketplace, Microsoft Foundry, and Microsoft Dynamics 365, but these are more incremental ecosystem updates than major stock-moving events.
• Negative Sentiment: Some commentary focused on near-term concerns around Microsoft’s heavy AI infrastructure spending and rising compute costs, with a few pieces arguing the stock remains under pressure despite the earnings beat. Cost of Compute is Far Beyond the Costs of the Employees: Microsoft Stock (NASDAQ:MSFT) Slips as the Achilles Heel is Found
• Negative Sentiment: There were also reports that Dan Loeb’s Third Point exited Microsoft, which may add to investor caution even as longer-term AI enthusiasm remains intact. Billionaire Dan Loeb Cashed Out of Microsoft Stock. Shares Are Down 14.2% YTD.

Analysts Set New Price Targets

Several equities analysts have weighed in on the company. Sanford C. Bernstein lifted their target price on Microsoft from $641.00 to $646.00 and gave the company an “outperform” rating in a research report on Thursday, April 30th. Oppenheimer reaffirmed an “outperform” rating and issued a $515.00 target price (down from $630.00) on shares of Microsoft in a research report on Monday, April 27th. Daiwa Securities Group dropped their target price on Microsoft from $630.00 to $600.00 and set a “buy” rating for the company in a research report on Wednesday, February 4th. Wolfe Research dropped their target price on Microsoft from $625.00 to $530.00 and set an “outperform” rating for the company in a research report on Thursday, January 29th. Finally, Raymond James Financial downgraded Microsoft from a “market perform” rating to a “market perform” rating in a research report on Tuesday, May 5th. Thirty-nine investment analysts have rated the stock with a Buy rating and seven have given a Hold rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $560.88.

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).