Jackson Thornton Wealth Management LLC Has $4.15 Million Position in Microsoft Corporation $MSFT

Jackson Thornton Wealth Management LLC increased its holdings in shares of Microsoft Corporation (NASDAQ:MSFT) by 36.0% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 11,200 shares of the software giant’s stock after purchasing an additional 2,967 shares during the period. Microsoft makes up 0.4% of Jackson Thornton Wealth Management LLC’s portfolio, making the stock its 29th biggest position. Jackson Thornton Wealth Management LLC’s holdings in Microsoft were worth $4,154,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also modified their holdings of MSFT. Longfellow Investment Management Co. LLC raised its holdings in shares of Microsoft by 51.3% during the second 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 during the period. Bernzott Capital Advisors acquired a new position in Microsoft in the 4th quarter worth $34,000. Timmons Wealth Management LLC bought a new position in Microsoft during the 4th quarter worth about $36,000. Fairway Wealth LLC raised its stake in shares of Microsoft by 287.0% in the 4th quarter. Fairway Wealth LLC now owns 89 shares of the software giant’s stock valued at $43,000 after purchasing an additional 66 shares during the period. Finally, LSV Asset Management bought a new stake in shares of Microsoft in the fourth quarter valued at about $44,000. 71.13% of the stock is currently owned by institutional investors and hedge funds.

Microsoft Stock Up 2.2%

MSFT stock opened at $402.29 on Tuesday. The company has a market cap of $2.99 trillion, a price-to-earnings ratio of 23.95, a P/E/G ratio of 1.19 and a beta of 1.13. Microsoft Corporation has a twelve month low of $349.20 and a twelve month high of $555.45. The business has a 50 day moving average price of $400.07 and a two-hundred day moving average price of $410.17. The company has a quick ratio of 1.27, a current ratio of 1.28 and a debt-to-equity ratio of 0.08.

Microsoft (NASDAQ:MSFT) last announced its quarterly earnings data on Wednesday, April 29th. The software giant reported $4.27 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.06 by $0.21. The company had revenue of $82.89 billion for 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 business’s revenue was up 18.3% compared to the same quarter last year. During the same quarter in the prior year, the business posted $3.46 EPS. Analysts anticipate that Microsoft Corporation will post 16.71 EPS for the current fiscal year.

Microsoft Announces Dividend

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

Microsoft News Summary

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft announced an expanded strategic partnership with AMD to deploy Helios systems across Azure, reinforcing its AI infrastructure buildout and giving the stock a near-term boost. Microsoft expands AMD partnership with Helios AI infrastructure deployment on Azure
• Positive Sentiment: Analysts and commentators are framing Microsoft as attractively valued ahead of earnings, with some highlighting upside from Azure growth, AI execution, and Copilot adoption if management delivers strong commentary. Microsoft Stock Price Offers ‘Attractive Entry Point,’ Says Deutsche Bank Ahead of Q2 Earnings
• Neutral Sentiment: Microsoft is approaching fiscal Q4 earnings on July 29, and investors are watching for updates on Azure growth, AI spending, and whether Copilot is gaining traction. Microsoft earnings to spotlight Azure growth, AI spending
• Negative Sentiment: Sentiment is also being weighed down by a new securities-fraud lawsuit tied to prior AI/Copilot disclosures, which could add legal and reputational overhang ahead of earnings. MSFT Investors Have Opportunity to Lead Microsoft Corporation Securities Fraud Lawsuit

Wall Street Analysts Forecast Growth

MSFT has been the subject of a number of research reports. China Renaissance decreased their price objective on Microsoft from $630.00 to $550.00 and set a “buy” rating for the company in a report on Monday, May 4th. Benchmark restated a “buy” rating and issued a $525.00 target price (up from $450.00) on shares of Microsoft in a research note on Tuesday, April 28th. Piper Sandler reaffirmed an “overweight” rating on shares of Microsoft in a research note on Tuesday, May 26th. Bank of America started coverage on shares of Microsoft in a report on Tuesday, March 24th. They issued a “buy” rating and a $500.00 price objective on the stock. Finally, CLSA initiated coverage on shares of Microsoft in a research report on Monday. They issued an “outperform” rating and a $535.00 price objective on the stock. Forty-two analysts have rated the stock with a Buy rating and seven have given a Hold rating to the stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $557.46.

Insiders Place Their Bets

In other Microsoft news, CEO Judson Althoff sold 15,500 shares of the stock in a transaction on Monday, June 1st. The shares were sold at an average price of $460.99, for a total value of $7,145,345.00. Following the completion of the sale, the chief executive officer owned 110,477 shares in the company, valued at $50,928,792.23. This trade represents a 12.30% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, EVP Amy Coleman sold 1,262 shares of Microsoft stock in a transaction dated Thursday, May 14th. The shares were sold at an average price of $411.34, for a total transaction of $519,111.08. Following the completion of the transaction, the executive vice president directly owned 46,003 shares of the company’s stock, valued at approximately $18,922,874.02. This trade represents a 2.67% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 23,762 shares of company stock valued at $10,508,361. 0.03% of the stock is currently owned by corporate insiders.

About Microsoft

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).