BlueSky Wealth Advisors LLC Raises Holdings in Microsoft Corporation $MSFT

Key Points

• BlueSky Wealth Advisors LLC increased its Microsoft stake by 67.3% in the first quarter, buying 1,383 additional shares and bringing its total to 3,437 shares worth about $1.27 million.
• Microsoft continues to draw bullish attention from analysts and market commentary, with a consensus Moderate Buy rating and a target price of $561.20, while many see the company as a long-term AI winner.
• The stock faces some headwinds from legal scrutiny and concerns about heavy AI infrastructure spending, even as Microsoft reports strong fundamentals including better-than-expected earnings and revenue growth.

BlueSky Wealth Advisors LLC increased its stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 67.3% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 3,437 shares of the software giant's stock after purchasing an additional 1,383 shares during the period. BlueSky Wealth Advisors LLC's holdings in Microsoft were worth $1,272,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the stock. Rochester Wealth Strategies LLC boosted its stake in shares of Microsoft by 2.9% during the third quarter. Rochester Wealth Strategies LLC now owns 700 shares of the software giant's stock valued at $363,000 after acquiring an additional 20 shares during the last quarter. Longfellow Investment Management Co. LLC raised its stake 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. Shepherd Kaplan Krochuk LLC lifted its holdings in Microsoft by 4.9% in the 3rd quarter. Shepherd Kaplan Krochuk LLC now owns 431 shares of the software giant's stock valued at $223,000 after purchasing an additional 20 shares in the last quarter. Fischer Investment Strategies LLC lifted its holdings in Microsoft by 3.1% in the 4th quarter. Fischer Investment Strategies LLC now owns 697 shares of the software giant's stock valued at $337,000 after purchasing an additional 21 shares in the last quarter. Finally, Pollock Investment Advisors LLC boosted its stake in shares of Microsoft by 0.8% during the 3rd quarter. Pollock Investment Advisors LLC now owns 2,805 shares of the software giant's stock worth $1,453,000 after purchasing an additional 21 shares during the last quarter. Hedge funds and other institutional investors own 71.13% of the company's stock.

Key Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft continues to be framed as a long-term AI winner, with commentary highlighting strong Azure growth, a multi-billion-dollar AI revenue run rate, and the company’s deep role in enterprise AI adoption. Got $1,000? 2 Artificial Intelligence (AI) Stocks to Buy Right Now and Hold for the Next Decade.
• Positive Sentiment: Microsoft’s new 20-year Chevron power deal for a Texas AI data center reinforces confidence that it is still expanding aggressively to support future AI demand, which could help drive long-term cloud revenue. Microsoft Stock In Focus After Inking 20-Yr, 2.67 GW Power Deal With Chevron To Fuel AI Growth
• Positive Sentiment: Microsoft is also getting support from bullish market commentary that says the stock may be oversold and could rebound as investors distinguish between short-term pressure and long-term fundamentals. Dan Ives Believes MSFT Is The Most Oversold Large-Cap Stock, Draws Parallels To 'Negative' Narratives Around GOOGL A Year Ago
• Neutral Sentiment: Microsoft announced a new AI-in-education report and related tools, but this is more of a product/marketing update than a material near-term earnings driver. Microsoft's New AI in Education Report highlights widespread adoption and increasing demand for support
• Negative Sentiment: Fresh legal headlines are pressuring sentiment, as multiple law firms publicized securities class action claims tied to alleged investor harm and Copilot-related disclosures. Bronstein, Gewirtz & Grossman LLC Urges Microsoft Corporation Investors to Act: Class Action Filed Alleging Investor Harm
• Negative Sentiment: Microsoft is facing renewed skepticism around its quantum-computing claims after a Nature-linked critique questioned the scientific basis of its earlier breakthrough announcement. Microsoft's quantum computing technology called into question, again
• Negative Sentiment: Investors are also reacting to broader concerns that heavy AI infrastructure spending could weigh on free cash flow and margin trends, even if it supports future growth. Chamath Says Alphabet, Meta and Microsoft Aren’t Bleeding Cash — They’re Building Moats

Analysts Set New Price Targets

A number of equities research analysts have recently commented on the stock. Wells Fargo & Company lifted their price target on shares of Microsoft from $625.00 to $650.00 and gave the stock an "overweight" rating in a report on Monday, June 1st. Raymond James Financial lowered shares of Microsoft from a "market perform" rating to a "market perform" rating in a research report on Tuesday, May 5th. Cantor Fitzgerald reaffirmed an "overweight" rating and issued a $502.00 target price on shares of Microsoft in a research note on Thursday, June 4th. China Renaissance cut their price target on Microsoft from $630.00 to $550.00 and set a "buy" rating for the company in a report on Monday, May 4th. Finally, The Goldman Sachs Group reissued a "buy" rating on shares of Microsoft in a research note on Thursday, April 30th. Forty-one analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company. According to MarketBeat, Microsoft has a consensus rating of "Moderate Buy" and a consensus target price of $561.20.

Insider Activity

In other Microsoft news, EVP Amy Coleman sold 1,262 shares of the business's stock in a transaction dated Thursday, May 14th. The stock was sold at an average price of $411.34, for a total transaction of $519,111.08. Following the completion of the sale, the executive vice president owned 46,003 shares of the company's stock, valued at approximately $18,922,874.02. The trade was a 2.67% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Takeshi Numoto sold 4,500 shares of the company'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 sale, the executive vice president owned 47,468 shares of the company's stock, valued at $19,122,009.12. This represents a 8.66% 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 ninety days. Company insiders own 0.03% of the company's stock.

Microsoft Price Performance

MSFT opened at $365.12 on Thursday. The company's 50 day simple moving average is $411.93 and its 200 day simple moving average is $422.73. The company has a debt-to-equity ratio of 0.08, a quick ratio of 1.27 and a current ratio of 1.28. Microsoft Corporation has a 1 year low of $356.28 and a 1 year high of $555.45. The stock has a market capitalization of $2.71 trillion, a PE ratio of 21.73, a P/E/G ratio of 1.35 and a beta of 1.11.

Microsoft (NASDAQ:MSFT - Get Free Report) last released its earnings results 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 firm had revenue of $82.89 billion during the quarter, compared to the consensus estimate of $81.44 billion. During the same period in the previous year, the firm earned $3.46 earnings per share. Microsoft's revenue was up 18.3% compared to the same quarter last year. As a group, sell-side analysts expect that Microsoft Corporation will post 16.76 EPS for the current year.

Microsoft Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Thursday, August 20th will be paid a dividend of $0.91 per share. 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 currently 21.67%.

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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