3,811 Shares in Microsoft Corporation $MSFT Acquired by Madrid Wealth Management LLC

Key Points

• Madrid Wealth Management LLC initiated a new position in Microsoft during the fourth quarter, buying 3,811 shares valued at about $1.84 million. The stake represents 1.5% of the firm’s portfolio and its 19th-largest holding.
• Microsoft’s latest quarterly results beat expectations, with EPS of $4.27 versus a $4.06 estimate and revenue of $82.89 billion topping forecasts. Revenue rose 18.3% year over year, and analysts now expect 16.76 EPS for the current fiscal year.
• The company also declared a quarterly dividend of $0.91 per share, payable June 11, implying a 0.9% annualized yield. Meanwhile, Wall Street remains broadly positive, with a consensus rating of Moderate Buy and a price target of $560.88.

Madrid Wealth Management LLC bought a new position in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm bought 3,811 shares of the software giant's stock, valued at approximately $1,843,000. Microsoft comprises 1.5% of Madrid Wealth Management LLC's portfolio, making the stock its 19th biggest holding.

A number of other hedge funds have also recently bought and sold shares of MSFT. Longfellow Investment Management Co. LLC boosted its position in 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 last quarter. Bayforest Capital Ltd acquired a new stake in Microsoft during the third quarter worth approximately $38,000. Fairway Wealth LLC boosted its position in Microsoft by 287.0% during the fourth 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. LSV Asset Management acquired a new stake in Microsoft during the fourth quarter worth approximately $44,000. Finally, Sellwood Investment Partners LLC acquired a new stake in Microsoft during the third quarter worth approximately $49,000. Institutional investors and hedge funds own 71.13% of the company's stock.

Microsoft Stock Performance

Microsoft stock opened at $426.99 on Friday. Microsoft Corporation has a 12-month low of $356.28 and a 12-month high of $555.45. The company has a market capitalization of $3.17 trillion, a price-to-earnings ratio of 25.42, a price-to-earnings-growth ratio of 1.49 and a beta of 1.10. The company has a debt-to-equity ratio of 0.08, a current ratio of 1.28 and a quick ratio of 1.27. The firm's fifty day moving average price is $400.93 and its 200 day moving average price is $434.51.

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

Microsoft Dividend Announcement

The company also recently declared 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 of this dividend is Thursday, May 21st. This represents a $3.64 annualized dividend and a yield of 0.9%. Microsoft's payout ratio is 21.67%.

More Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft is expected to showcase new homegrown AI models at Build, including a coding model that could improve GitHub Copilot and support future developer adoption. Microsoft to release new coding model next week, the Information reports
• Positive Sentiment: Wall Street commentary is turning more bullish on Microsoft’s AI revenue potential, with Morgan Stanley and HSBC both suggesting the market may be underestimating future upside from Azure, Copilot, and the Anthropic relationship. Is Wall Street underestimating MSFT AI revenue potential? Morgan Stanley weighs in
• Positive Sentiment: Microsoft also benefited from a broad tech rally, with AI and software stocks leading the market higher late in the session. Sector Update: Tech Stocks Rise Late Afternoon
• Positive Sentiment: Microsoft secured a five-year $9.69 billion Pentagon software deal that consolidates government licensing and reinforces its entrenched enterprise and public-sector position. Pentagon awards Microsoft $9.7 billion deal in bid to cut costs, end license sprawl
• Neutral Sentiment: Some articles also note Microsoft’s heavy AI spending and the risk of capital misallocation across the sector, which could keep valuation debates active even as the stock trends higher. Peter Schiff: The $1 Trillion AI CapEx Bubble Is Hiding a Massive Capital Misallocation

Analyst Ratings Changes

A number of research firms have weighed in on MSFT. Phillip Securities raised shares of Microsoft to a "buy" rating and set a $485.00 price target on the stock in a research note on Wednesday, May 13th. Sanford C. Bernstein increased their price target on shares of Microsoft from $641.00 to $646.00 and gave the stock an "outperform" rating in a research note on Thursday, April 30th. Guggenheim reaffirmed a "buy" rating and set a $586.00 price target on shares of Microsoft in a research note on Thursday, April 30th. JPMorgan Chase & Co. cut their price target on shares of Microsoft from $575.00 to $550.00 and set an "overweight" rating on the stock in a research note on Thursday, January 29th. Finally, Wolfe Research cut their price target on shares of Microsoft from $625.00 to $530.00 and set an "outperform" rating on the stock in a research note on Thursday, January 29th. Thirty-nine equities research analysts have rated the stock with a Buy rating and seven have given a Hold rating to the company. According to data from MarketBeat, Microsoft currently has a consensus rating of "Moderate Buy" and a consensus price target of $560.88.

Insider Buying and Selling at Microsoft

In related news, EVP Amy Coleman sold 1,262 shares of Microsoft stock in a transaction on Thursday, May 14th. The shares were sold at an average price of $411.34, for a total transaction of $519,111.08. Following the sale, the executive vice president 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 transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, EVP Kathleen T. Hogan sold 12,321 shares of Microsoft stock in a transaction on Friday, March 6th. The stock was sold at an average price of $409.52, for a total transaction of $5,045,695.92. Following the sale, the executive vice president directly owned 137,933 shares in the company, valued at $56,486,322.16. This trade represents a 8.20% decrease in their position. The SEC filing for this sale provides additional information. 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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