Accurate Wealth Management LLC Has $17.82 Million Stock Holdings in Microsoft Corporation $MSFT

Key Points

• Accurate Wealth Management LLC raised its stake in Microsoft by 15.4%, owning 37,176 shares worth about $17.82 million, making MSFT its 6th-largest holding (2.3% of the firm's portfolio).
• Insider activity included Director John W. Stanton buying 5,000 shares at ~$397.35 and EVP Kathleen T. Hogan selling 12,321 shares at ~$409.52, with company insiders owning roughly 0.03% of MSFT.
• Microsoft is pursuing major AI initiatives — including a $10 billion multi-year investment in Japan and building in‑house frontier models — while analysts maintain a consensus rating of "Moderate Buy" with an average target near $588.97.

Accurate Wealth Management LLC boosted its position in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 15.4% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 37,176 shares of the software giant's stock after acquiring an additional 4,956 shares during the period. Microsoft accounts for 2.3% of Accurate Wealth Management LLC's holdings, making the stock its 6th biggest position. Accurate Wealth Management LLC's holdings in Microsoft were worth $17,817,000 at the end of the most recent quarter.

Other institutional investors also recently bought and sold shares of the company. Longfellow Investment Management Co. LLC boosted its holdings in Microsoft by 51.3% in 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 in the last quarter. Bayforest Capital Ltd acquired a new position in shares of Microsoft during the third quarter valued at about $38,000. LSV Asset Management acquired a new position in shares of Microsoft during the fourth quarter valued at about $44,000. Sellwood Investment Partners LLC purchased a new position in shares of Microsoft in the 3rd quarter valued at approximately $49,000. Finally, University of Illinois Foundation purchased a new position in shares of Microsoft in the 2nd quarter valued at approximately $50,000. 71.13% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

MSFT has been the topic of several research analyst reports. Wedbush dropped their target price on shares of Microsoft from $625.00 to $575.00 and set an "outperform" rating on the stock in a research report on Thursday, January 29th. Citigroup decreased their price target on shares of Microsoft from $660.00 to $635.00 and set a "buy" rating for the company in a report on Thursday, January 29th. Guggenheim reiterated a "buy" rating and set a $586.00 price objective on shares of Microsoft in a research note on Thursday, January 22nd. William Blair reissued an "outperform" rating on shares of Microsoft in a report on Monday, March 9th. Finally, Evercore cut their target price on Microsoft from $640.00 to $580.00 and set an "outperform" rating on the stock in a research report on Thursday, January 29th. Two analysts have rated the stock with a Strong Buy rating, thirty-eight have assigned a Buy rating and five have issued a Hold rating to the stock. Based on data from MarketBeat.com, Microsoft presently has a consensus rating of "Moderate Buy" and an average target price of $588.97.

Insider Transactions at Microsoft

In related news, Director John W. Stanton bought 5,000 shares of the company's stock in a transaction that occurred on Wednesday, February 18th. The shares were purchased at an average cost of $397.35 per share, with a total value of $1,986,750.00. Following the completion of the acquisition, the director directly owned 83,905 shares in the company, valued at approximately $33,339,651.75. The trade was a 6.34% increase in their ownership of the stock. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Kathleen T. Hogan sold 12,321 shares of Microsoft stock in a transaction that occurred on Friday, March 6th. The shares were sold at an average price of $409.52, for a total value of $5,045,695.92. Following 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 ownership of the stock. The SEC filing for this sale provides additional information. Company insiders own 0.03% of the company's stock.

Trending Headlines about Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft pledged a major strategic buildout in Japan — a $10 billion, multi‑year plan to fund AI data centers, cybersecurity and workforce training with partners including SoftBank and Sakura Internet, underpinning long‑term cloud/A.I. revenue opportunities and local partnerships. Microsoft to invest $10 billion in Japan for AI and cyber defence expansion
• Positive Sentiment: Microsoft rolled out multiple proprietary AI models and signaled it will build frontier models in‑house — a strategic shift to reduce dependence on partners and capture more of the AI stack (product control, margins and IP). This supports the long‑term AI revenue thesis. Microsoft building its own high-powered AI models as it looks to slash dependence on OpenAI
• Positive Sentiment: Management says Copilot sales targets were met after changing the go‑to‑market approach (moving to paid/subscription rather than broad bundling), a sign of product monetization gaining traction. That helps offset concerns about adoption. Microsoft hits Copilot sales goals after strategy shift - Bloomberg
• Positive Sentiment: Benchmark initiated coverage / and some street notes raised targets (coverage and a $675 price target were reported), providing analyst support that could lift sentiment if follow‑through occurs. Microsoft Charts $10 Billion of Outlays in AI-Eager Japan
• Neutral Sentiment: Microsoft announced local partnerships and community programs (e.g., Victoria University datacenter academy) that support talent pipeline and social license for datacenter expansion — constructive but longer‑dated impact. Microsoft Corp (MSFT) Partners with Victoria University on Datacenter Community Pledge
• Neutral Sentiment: Smaller ecosystem developments (Sakura Internet confirming talks, local partners’ stock moves) amplify the Japan story but are execution‑dependent; useful context for investors tracking regional rollout. SAKURA Internet Confirms Exploratory AI Cloud Collaboration Talks With Microsoft Japan
• Negative Sentiment: Recent quarterly performance and commentary have disappointed some investors — headlines describe a Q1 "slide" and the worst quarterly drop since 2008 for MSFT, feeding the narrative of short‑term weakness and valuation re‑rating. That continues to pressure the stock. After Microsoft’s Q1 Slide, Are the Bulls Still On Board?
• Negative Sentiment: Several large funds / billionaires have trimmed MSFT positions in recent 13F disclosures (D.E. Shaw, Steve Cohen, Dan Loeb), signaling some institutional profit‑taking amid concerns over cloud supply constraints and guidance — a headwind for near‑term flows. Microsoft Corporation (MSFT): Billionaire Steve Cohen Trims Position
• Negative Sentiment: Security/product risks surfaced (reports on "AI recommendation poisoning") and ongoing execution demands for in‑house frontier models add operational risk and could temper upside if issues emerge. AI Recommendation Poisoning: Why Microsoft NASDAQ: MSFT Is Fighting So Hard

Microsoft Stock Performance

Shares of NASDAQ MSFT opened at $373.46 on Friday. The company has a current ratio of 1.39, a quick ratio of 1.38 and a debt-to-equity ratio of 0.09. Microsoft Corporation has a 12 month low of $344.79 and a 12 month high of $555.45. The company has a 50 day simple moving average of $400.76 and a two-hundred day simple moving average of $462.61. The stock has a market cap of $2.77 trillion, a price-to-earnings ratio of 23.36, a PEG ratio of 1.42 and a beta of 1.11.

Microsoft (NASDAQ:MSFT - Get Free Report) last released its quarterly earnings data on Wednesday, January 28th. The software giant reported $4.14 earnings per share for the quarter, topping analysts' consensus estimates of $3.86 by $0.28. The firm had revenue of $81.27 billion for the quarter, compared to analyst estimates of $80.28 billion. Microsoft had a net margin of 39.04% and a return on equity of 32.34%. The business's quarterly revenue was up 16.7% compared to the same quarter last year. During the same quarter in the prior year, the business earned $3.23 earnings per share. As a group, analysts predict that Microsoft Corporation will post 13.08 earnings per share for the current year.

Microsoft Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Thursday, June 11th. Shareholders of record on Thursday, May 21st will be given a dividend of $0.91 per share. This represents a $3.64 annualized dividend and a yield of 1.0%. The ex-dividend date of this dividend is Thursday, May 21st. Microsoft's dividend payout ratio (DPR) is currently 22.76%.

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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