20,590 Shares in Microsoft Corporation $MSFT Bought by Eagle Wealth Advisors LLC

Key Points

• Eagle Wealth Advisors LLC opened a new position in Microsoft, buying 20,590 shares worth about $9.96 million. The stake makes Microsoft its third-largest holding and about 8.5% of the firm’s portfolio.
• Microsoft continues to draw strong institutional interest, with 71.13% of shares owned by institutions. Several other investors also added to or initiated positions in the company during recent quarters.
• Wall Street remains constructive on MSFT despite some lowered price targets: analysts still rate the stock a Moderate Buy with an average price target of $560.88. Microsoft also beat quarterly earnings expectations, reporting $4.27 EPS on revenue of $82.89 billion.

Eagle Wealth Advisors LLC acquired a new position in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor acquired 20,590 shares of the software giant's stock, valued at approximately $9,958,000. Microsoft accounts for about 8.5% of Eagle Wealth Advisors LLC's holdings, making the stock its 3rd largest holding.

Other large investors have also modified their holdings of the company. Longfellow Investment Management Co. LLC boosted its holdings 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 buying an additional 20 shares during the period. Bayforest Capital Ltd bought a new stake in shares of Microsoft during the 3rd quarter worth $38,000. Fairway Wealth LLC boosted its holdings 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 buying an additional 66 shares during the period. LSV Asset Management bought a new stake in shares of Microsoft during the 4th quarter worth $44,000. Finally, Sellwood Investment Partners LLC bought a new stake in shares of Microsoft during the 3rd quarter worth $49,000. 71.13% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

MSFT has been the subject of several recent analyst reports. DA Davidson decreased their price objective on shares of Microsoft from $650.00 to $550.00 and set a "buy" rating for the company in a report on Thursday, April 30th. Rothschild & Co Redburn reduced their price target on shares of Microsoft from $450.00 to $400.00 and set a "neutral" rating for the company in a report on Thursday, April 23rd. BMO Capital Markets reduced their price target on shares of Microsoft from $575.00 to $505.00 and set an "outperform" rating for the company in a report on Tuesday, April 28th. Deutsche Bank Aktiengesellschaft reduced their price target on shares of Microsoft from $575.00 to $550.00 and set a "buy" rating for the company in a report on Thursday, April 30th. Finally, Jefferies Financial Group reissued a "buy" rating on shares of Microsoft in a report on Monday, May 4th. Thirty-nine equities research analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company's stock. Based on data from MarketBeat, the stock has a consensus rating of "Moderate Buy" and an average price target of $560.88.

Microsoft Stock Performance

Shares of MSFT stock opened at $418.57 on Monday. Microsoft Corporation has a 52-week low of $356.28 and a 52-week high of $555.45. The stock has a market cap of $3.11 trillion, a price-to-earnings ratio of 24.91, a P/E/G ratio of 1.51 and a beta of 1.10. 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 firm has a fifty day moving average of $399.38 and a 200-day moving average of $436.92.

Microsoft (NASDAQ:MSFT - Get Free Report) last announced its quarterly earnings data on Wednesday, April 29th. The software giant reported $4.27 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $4.06 by $0.21. Microsoft had a net margin of 39.34% and a return on equity of 31.94%. The company had revenue of $82.89 billion during the quarter, compared to analysts' expectations of $81.44 billion. During the same quarter in the prior year, the company posted $3.46 EPS. The business's revenue was up 18.3% on a year-over-year basis. On average, equities research analysts forecast that Microsoft Corporation will post 16.76 earnings per share for the current fiscal year.

Microsoft Announces Dividend

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

Key Headlines Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft is reportedly deepening its AI strategy through talks with Anthropic over use of its Maia AI chips, which could expand demand for Microsoft’s custom silicon and strengthen its position in AI infrastructure. Anthropic in talks to use Microsoft's AI chips, The Information reports
• Positive Sentiment: OpenAI’s reported integration of ChatGPT into Microsoft PowerPoint highlights tighter product tie-ins that could boost adoption of Microsoft 365 Copilot and broader enterprise AI usage. ChatGPT Lands in Microsoft PowerPoint
• Positive Sentiment: Microsoft and EY announced a $1 billion partnership to accelerate corporate AI adoption, reinforcing expectations that Microsoft can monetize AI across large enterprise customers. Microsoft and EY Team to Promote Corporate AI Adoption
• Positive Sentiment: Several articles and analyst notes framed MSFT as an undervalued momentum name with AI catalysts building, including RBC reiterating a buy rating, which may be supporting shares. Microsoft had its "buy" rating reaffirmed by Royal Bank Of Canada
• Neutral Sentiment: Microsoft is undergoing an internal AI-era leadership reset, including the planned departure of longtime executive Yusuf Mehdi, which signals strategic change but also adds some organizational uncertainty. Microsoft veteran executive Yusuf Mehdi is leaving after the next fiscal year
• Negative Sentiment: Some coverage focused on Microsoft’s GitHub outages and higher AI operating costs, raising questions about execution, infrastructure strain, and whether AI usage is becoming too expensive to scale smoothly. Microsoft's GitHub was positioned to win the AI coding race. Outages got in the way
• Negative Sentiment: The Gates Foundation’s sale of its remaining Microsoft stake was a headline overhang, though it appears more like portfolio rebalancing than a direct read on Microsoft’s fundamentals. The Gates Foundation Sold All of Its Remaining Microsoft Stock. Should Investors Be Worried?

Insiders Place Their Bets

In other news, EVP Amy Coleman sold 1,262 shares of the stock in a transaction 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 transaction, the executive vice president owned 46,003 shares in the company, valued at approximately $18,922,874.02. This represents a 2.67% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, EVP Kathleen T. Hogan sold 12,321 shares of the stock in a transaction on Friday, March 6th. The shares were sold at an average price of $409.52, for a total transaction of $5,045,695.92. Following the completion of the transaction, the executive vice president owned 137,933 shares of the company's stock, valued at approximately $56,486,322.16. This represents a 8.20% decrease in their position. The SEC filing for this sale provides additional information. Corporate insiders own 0.03% of the company's stock.

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).

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