2,716 Shares in Microsoft Corporation $MSFT Purchased by GuidedMoney LLC

Key Points

• GuidedMoney LLC disclosed a new fourth-quarter stake in Microsoft, buying 2,716 shares valued at about $1.314 million. Microsoft now ranks as the firm’s 11th-largest holding and makes up roughly 0.7% of its portfolio.
• Microsoft’s latest earnings topped expectations, with $4.27 EPS versus the $4.06 consensus and revenue of $82.89 billion, up 18.3% year over year. The company also posted strong profitability, including a 31.94% return on equity.
• The stock remains heavily backed by institutions and analysts, with 71.13% of shares owned by institutional investors and a consensus rating of Moderate Buy. Microsoft also declared a quarterly dividend of $0.91 per share, equal to a 1.0% annual yield.

GuidedMoney LLC purchased a new stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm purchased 2,716 shares of the software giant's stock, valued at approximately $1,314,000. Microsoft comprises about 0.7% of GuidedMoney LLC's investment portfolio, making the stock its 11th largest position.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Longfellow Investment Management Co. LLC raised its position in 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 shares of Microsoft during the fourth quarter worth $34,000. Timmons Wealth Management LLC acquired a new stake in shares of Microsoft in the fourth quarter valued at $36,000. Fairway Wealth LLC increased its stake in shares of Microsoft by 287.0% in the fourth quarter. Fairway Wealth LLC now owns 89 shares of the software giant's stock valued at $43,000 after buying an additional 66 shares in the last quarter. Finally, University of Illinois Foundation bought a new position in shares of Microsoft in the second quarter valued at about $50,000. 71.13% of the stock is currently owned by institutional investors and hedge funds.

Microsoft Stock Performance

NASDAQ:MSFT opened at $379.40 on Friday. 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 Corporation has a 1-year low of $356.28 and a 1-year high of $555.45. The firm has a market capitalization of $2.82 trillion, a price-to-earnings ratio of 22.58, a PEG ratio of 1.37 and a beta of 1.11. The business's 50-day moving average price is $412.37 and its two-hundred day moving average price is $425.58.

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

Microsoft Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Thursday, August 20th will be issued a $0.91 dividend. The ex-dividend date of this dividend is Thursday, August 20th. This represents a $3.64 annualized dividend and a dividend yield of 1.0%. Microsoft's payout ratio is 21.67%.

Analysts Set New Price Targets

A number of equities research analysts have commented on the stock. Robert W. Baird decreased their price objective on shares of Microsoft from $540.00 to $500.00 and set an "outperform" rating on the stock in a report on Wednesday, April 15th. Stifel Nicolaus boosted their target price on shares of Microsoft from $392.00 to $415.00 and gave the stock a "hold" rating in a research note on Thursday, April 30th. Sanford C. Bernstein upped their target price on shares of Microsoft from $641.00 to $646.00 and gave the stock an "outperform" rating in a research report on Thursday, April 30th. UBS Group reissued a "buy" rating on shares of Microsoft in a report on Friday, April 24th. Finally, Raymond James Financial cut shares of Microsoft from a "market perform" rating to a "market perform" rating in a research report on Tuesday, May 5th. Forty-one equities research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company's stock. According to data from MarketBeat, the stock presently has an average rating of "Moderate Buy" and a consensus price target of $561.20.

More Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: New reporting suggests Microsoft is still benefiting from strong AI demand, including ByteDance spending more than $1 billion annually on Azure AI services and broader commentary that Azure growth and AI run-rate remain major drivers of investor interest. Microsoft Builds $1 Billion-Plus AI Business With ByteDance
• Positive Sentiment: Several pieces argued Microsoft’s pullback may be creating a buying opportunity because the company still has strong cash flow, dividend growth, and discounted valuation relative to its AI prospects. Microsoft's Boring Stock Story May Be Its Biggest Strength
• Neutral Sentiment: Microsoft also drew attention for product and ecosystem updates, including a possible PayPal integration for Xbox buy-now-pay-later checkout and new Teams features, but these are not likely near-term stock movers. Microsoft Sizes Up PayPal as Xbox Leak Exposes Buy Now Pay Later Plans
• Negative Sentiment: Multiple law firms announced or promoted securities class actions tied to Microsoft, alleging investors were harmed by misleading AI/Copilot-related statements during the May 2025 to January 2026 period. These legal headlines can weigh on sentiment. Portnoy Law Firm Announces Class Action on Behalf of Microsoft Corporation Investors
• Negative Sentiment: Another negative overhang is the claim that Copilot functionality issues contributed to a sharp stock drop, reinforcing investor concerns about execution risk and AI spending efficiency. Investor Rights Alert: Microsoft Faces Securities Fraud Class Action after Copilot Issues
• Negative Sentiment: There is also renewed concern that Microsoft’s gaming strategy is under pressure, with coverage pointing to the Steam Machine and broader cost-cutting in gaming as threats to growth in that segment. The Biggest Threat to Microsoft’s Gaming Ambitions is the Steam Machine

Insider Activity

In other Microsoft news, EVP Takeshi Numoto sold 4,500 shares of the business's stock in a transaction dated Wednesday, June 10th. The stock was sold at an average price of $402.84, for a total value of $1,812,780.00. Following the completion of the transaction, the executive vice president directly owned 47,468 shares of the company's stock, valued at approximately $19,122,009.12. The trade was a 8.66% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO Judson Althoff sold 15,500 shares of the stock in a transaction dated Monday, June 1st. The stock was 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 of the company's stock, valued at $50,928,792.23. This trade represents a 12.30% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 23,762 shares of company stock valued at $10,508,361 in the last quarter. Company insiders own 0.03% of the company's stock.

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).

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