Brookwood Investment Group LLC Increases Position in Microsoft Corporation $MSFT

Key Points

• Brookwood Investment Group LLC increased its Microsoft stake by 27.1%, acquiring 9,105 shares to own 42,697 shares valued at $20.65 million, which represents about 2.5% of its portfolio and is its 7th largest holding.
• Analysts remain broadly constructive on MSFT with a MarketBeat average rating of "Moderate Buy" and an average target price of $570, although several firms recently trimmed targets (e.g., BNP Paribas Exane, KeyCorp, Evercore).
• Microsoft recently beat quarterly estimates (EPS $4.14 vs. $3.86; revenue $81.27B, +16.7% YoY) and declared a quarterly dividend of $0.91 per share (annualized $3.64, ~0.9% yield).

Brookwood Investment Group LLC increased its position in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 27.1% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 42,697 shares of the software giant's stock after acquiring an additional 9,105 shares during the quarter. Microsoft comprises about 2.5% of Brookwood Investment Group LLC's investment portfolio, making the stock its 7th biggest position. Brookwood Investment Group LLC's holdings in Microsoft were worth $20,649,000 at the end of the most recent reporting period.

Other institutional investors have also recently bought and sold shares of the company. Longfellow Investment Management Co. LLC grew 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 worth $29,000 after purchasing an additional 20 shares during the last quarter. Bayforest Capital Ltd acquired a new stake in Microsoft in the 3rd quarter worth $38,000. Sellwood Investment Partners LLC acquired a new stake in Microsoft in the 3rd quarter worth $49,000. University of Illinois Foundation acquired a new stake in Microsoft in the 2nd quarter worth $50,000. Finally, Daytona Street Capital LLC acquired a new stake in Microsoft in the 4th quarter worth $50,000. Institutional investors own 71.13% of the company's stock.

Wall Street Analyst Weigh In

Several analysts have issued reports on MSFT shares. BNP Paribas Exane decreased their price target on shares of Microsoft from $659.00 to $556.00 and set an "outperform" rating on the stock in a research report on Friday, April 10th. KeyCorp decreased their price target on shares of Microsoft from $630.00 to $600.00 and set an "overweight" rating on the stock in a research report on Thursday, January 29th. Evercore decreased their target price on shares of Microsoft from $640.00 to $580.00 and set an "outperform" rating on the stock in a research report on Thursday, January 29th. DZ Bank reiterated a "buy" rating on shares of Microsoft in a research report on Thursday, January 29th. Finally, Melius Research set a $430.00 target price on shares of Microsoft in a research report on Monday, February 9th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-eight have given a Buy rating and five have issued a Hold rating to the stock. According to data from MarketBeat, Microsoft presently has an average rating of "Moderate Buy" and an average target price of $570.00.

Trending Headlines about Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Accenture will deploy Microsoft Copilot to ~743,000 employees, a large enterprise adoption that should boost Microsoft 365/Commercial monetization and validate Copilot demand. Accenture to roll out Copilot to all 743,000 employees in boost for Microsoft
• Positive Sentiment: Notable value investor Michael Burry disclosed a new MSFT purchase, a signal some traders view as a contrarian endorsement after recent weakness. Michael Burry Just Bought Microsoft. It’s a Genius Move Worth Following
• Neutral Sentiment: Analysts remain broadly constructive but are trimming targets and recalibrating near-term expectations ahead of earnings — Oppenheimer reaffirmed Outperform but cut its PT; Cantor Fitzgerald trimmed its target too. That keeps long‑term thesis intact but raises short‑term uncertainty. Oppenheimer Outperform, PT Cut (Benzinga)
• Neutral Sentiment: Market commentary and previews (Jefferies, Evercore, others) flag Q3 earnings as pivotal — strong cloud and AI numbers could reignite the rally, so near-term price action will hinge on Wednesday’s print. Microsoft Q3 preview: Jefferies says it's time to reset the narrative
• Negative Sentiment: Microsoft and OpenAI rewrote their deal: Microsoft’s exclusive license ends, OpenAI can sell products on AWS/Google Cloud, and Microsoft will stop traditional revenue sharing — a change that reduces Azure’s exclusivity moat and spurred an immediate share pullback as investors price higher cloud competition. Microsoft and OpenAI gut their exclusive deal, freeing OpenAI to sell on AWS and Google Cloud
• Negative Sentiment: Operational and regulatory noise: an Outlook.com sign‑in outage and a new UK antitrust lawsuit from Slack over Teams bundling add execution and legal risk that could weigh on near‑term sentiment. Microsoft says Outlook.com outage is causing sign‑in failures - BleepingComputer Microsoft facing UK antitrust lawsuit from Slack over Teams 'bundling' (Reuters)

Microsoft Trading Up 0.0%

Shares of NASDAQ MSFT opened at $424.82 on Tuesday. Microsoft Corporation has a 1-year low of $356.28 and a 1-year high of $555.45. The company has a market cap of $3.15 trillion, a PE ratio of 26.57, a P/E/G ratio of 1.60 and a beta of 1.11. The company has a current ratio of 1.39, a quick ratio of 1.38 and a debt-to-equity ratio of 0.09. The company has a 50-day moving average of $393.95 and a two-hundred day moving average of $449.40.

Microsoft (NASDAQ:MSFT - Get Free Report) last posted its quarterly earnings results 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 business had revenue of $81.27 billion during the quarter, compared to the consensus estimate of $80.28 billion. Microsoft had a net margin of 39.04% and a return on equity of 32.34%. Microsoft's revenue for the quarter was up 16.7% compared to the same quarter last year. During the same period in the previous year, the firm posted $3.23 earnings per share. As a group, equities analysts expect that Microsoft Corporation will post 16.54 earnings per share for the current fiscal year.

Microsoft Dividend Announcement

The firm 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. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.9%. The ex-dividend date of this dividend is Thursday, May 21st. Microsoft's payout ratio is 22.76%.

Insider Buying and Selling

In related news, EVP Kathleen T. Hogan sold 12,321 shares of the business's stock in a transaction that occurred 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 in the company, valued at approximately $56,486,322.16. The trade was a 8.20% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, Director John W. Stanton acquired 5,000 shares of the firm's stock in a transaction that occurred on Wednesday, February 18th. The shares were purchased at an average price of $397.35 per share, with a total value of $1,986,750.00. Following the acquisition, the director owned 83,905 shares of the company's stock, valued at approximately $33,339,651.75. This trade represents a 6.34% increase in their position. The SEC filing for this purchase provides additional information. 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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