Concord Wealth Partners Acquires 1,760 Shares of Microsoft Corporation $MSFT

Key Points

• Concord Wealth Partners increased its Microsoft stake by 4.5% in the fourth quarter, buying 1,760 additional shares and bringing its total to 40,706 shares valued at about $19.7 million.
• Institutional ownership remains heavy, with hedge funds and other institutions holding 71.13% of Microsoft shares, while several firms recently added to or initiated positions in the stock.
• Microsoft’s fundamentals and outlook remain strong: it beat quarterly EPS and revenue estimates, announced a $0.91 quarterly dividend, and continues to draw mostly bullish analyst ratings despite some target-price cuts.

Concord Wealth Partners boosted its holdings in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 4.5% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 40,706 shares of the software giant's stock after buying an additional 1,760 shares during the quarter. Microsoft makes up approximately 2.6% of Concord Wealth Partners' investment portfolio, making the stock its 9th largest position. Concord Wealth Partners' holdings in Microsoft were worth $19,686,000 at the end of the most recent quarter.

A number of other institutional investors have also recently bought and sold shares of the business. IRON Financial LLC grew its position in shares of Microsoft by 23.2% in the third quarter. IRON Financial LLC now owns 6,510 shares of the software giant's stock valued at $3,372,000 after purchasing an additional 1,225 shares during the last quarter. PMG Family Office LLC acquired a new position in shares of Microsoft in the third quarter valued at approximately $828,000. Trifecta Capital Advisors LLC grew its position in shares of Microsoft by 2.3% in the third quarter. Trifecta Capital Advisors LLC now owns 70,175 shares of the software giant's stock valued at $36,347,000 after purchasing an additional 1,572 shares during the last quarter. TD Waterhouse Canada Inc. grew its position in shares of Microsoft by 1.0% in the third quarter. TD Waterhouse Canada Inc. now owns 949,901 shares of the software giant's stock valued at $493,860,000 after purchasing an additional 9,700 shares during the last quarter. Finally, Werba Rubin Papier Wealth Management grew its position in shares of Microsoft by 15.7% in the fourth quarter. Werba Rubin Papier Wealth Management now owns 12,492 shares of the software giant's stock valued at $6,041,000 after purchasing an additional 1,698 shares during the last quarter. Institutional investors and hedge funds own 71.13% of the company's stock.

Insiders Place Their Bets

In other news, EVP Amy Coleman sold 1,262 shares of the stock in a transaction on Thursday, May 14th. The stock was sold at an average price of $411.34, for a total value of $519,111.08. Following the completion of the transaction, the executive vice president directly owned 46,003 shares in the company, valued at approximately $18,922,874.02. This represents a 2.67% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Kathleen T. Hogan sold 12,321 shares of the stock in a transaction 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 completion of the transaction, the executive vice president owned 137,933 shares of the company's stock, valued at $56,486,322.16. The trade was a 8.20% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 0.03% of the stock is currently owned by corporate insiders.

Wall Street Analyst Weigh In

MSFT has been the topic of several research reports. Scotiabank decreased their target price on Microsoft from $600.00 to $550.00 and set an "outperform" rating on the stock in a research report on Thursday, April 30th. New Street Research reduced their price target on Microsoft from $675.00 to $600.00 and set a "buy" rating on the stock in a research report on Thursday, April 30th. Royal Bank Of Canada reissued a "buy" rating on shares of Microsoft in a research report on Friday. Oppenheimer reissued an "outperform" rating and set a $515.00 price target (down from $630.00) on shares of Microsoft in a research report on Monday, April 27th. Finally, Morgan Stanley reissued an "overweight" rating on shares of Microsoft in a research report on Thursday, January 29th. Thirty-nine analysts have rated the stock with a Buy rating and seven have given a Hold rating to the company. According to MarketBeat, the stock has an average rating of "Moderate Buy" and a consensus target price of $560.88.

Microsoft Trading Down 0.1%

Shares of MSFT stock opened at $418.57 on Friday. The stock's fifty day moving average price is $399.38 and its two-hundred day moving average price is $437.48. The company has a market cap of $3.11 trillion, a PE ratio of 24.91, a P/E/G ratio of 1.51 and a beta of 1.10. Microsoft Corporation has a fifty-two week low of $356.28 and a fifty-two week high of $555.45. 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 (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 company earned $3.46 EPS. Microsoft's revenue was up 18.3% compared to the same quarter last year. Equities analysts predict that Microsoft Corporation will post 16.76 EPS for the current fiscal year.

Microsoft Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, June 11th. Stockholders of record on Thursday, May 21st will be paid a $0.91 dividend. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.9%. The ex-dividend date is Thursday, May 21st. Microsoft's dividend payout ratio is presently 21.67%.

Microsoft News Roundup

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft is reportedly deepening its AI strategy through talks with Anthropic over use of its Maia AI chips, which could expand demand for Microsoft’s custom silicon and strengthen its position in AI infrastructure. Anthropic in talks to use Microsoft's AI chips, The Information reports
• Positive Sentiment: OpenAI’s reported integration of ChatGPT into Microsoft PowerPoint highlights tighter product tie-ins that could boost adoption of Microsoft 365 Copilot and broader enterprise AI usage. ChatGPT Lands in Microsoft PowerPoint
• Positive Sentiment: Microsoft and EY announced a $1 billion partnership to accelerate corporate AI adoption, reinforcing expectations that Microsoft can monetize AI across large enterprise customers. Microsoft and EY Team to Promote Corporate AI Adoption
• Positive Sentiment: Several articles and analyst notes framed MSFT as an undervalued momentum name with AI catalysts building, including RBC reiterating a buy rating, which may be supporting shares. Microsoft had its "buy" rating reaffirmed by Royal Bank Of Canada
• Neutral Sentiment: Microsoft is undergoing an internal AI-era leadership reset, including the planned departure of longtime executive Yusuf Mehdi, which signals strategic change but also adds some organizational uncertainty. Microsoft veteran executive Yusuf Mehdi is leaving after the next fiscal year
• Negative Sentiment: Some coverage focused on Microsoft’s GitHub outages and higher AI operating costs, raising questions about execution, infrastructure strain, and whether AI usage is becoming too expensive to scale smoothly. Microsoft's GitHub was positioned to win the AI coding race. Outages got in the way
• Negative Sentiment: The Gates Foundation’s sale of its remaining Microsoft stake was a headline overhang, though it appears more like portfolio rebalancing than a direct read on Microsoft’s fundamentals. The Gates Foundation Sold All of Its Remaining Microsoft Stock. Should Investors Be Worried?

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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