Curry Webb Wealth Management LLC Invests $428,000 in Microsoft Corporation $MSFT

Key Points

• Curry Webb Wealth Management initiated a Microsoft position worth approximately $428,000, purchasing 1,157 shares in the first quarter. Institutional investors collectively own 71.13% of Microsoft’s outstanding stock.
• Analyst sentiment remains favorable, with 42 Buy ratings and five Hold ratings producing a consensus “Moderate Buy” rating and an average price target of $560.27.
• Microsoft reported strong quarterly results, with revenue up 17.7% year over year to $90.01 billion and EPS of $4.74, exceeding estimates. The company also declared a quarterly dividend of $0.91 per share, while insiders sold 37,310 shares during the quarter.

Curry Webb Wealth Management LLC purchased a new position in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) in the 1st quarter, according to its most recent Form 13F filing with the SEC. The firm purchased 1,157 shares of the software giant's stock, valued at approximately $428,000.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in MSFT. Vanguard Group Inc. increased its holdings in shares of Microsoft by 2.3% during the fourth quarter. Vanguard Group Inc. now owns 717,942,580 shares of the software giant's stock worth $347,211,391,000 after purchasing an additional 15,955,898 shares during the period. State Street Corp boosted its stake in shares of Microsoft by 2.1% in the fourth quarter. State Street Corp now owns 306,150,608 shares of the software giant's stock valued at $148,060,557,000 after buying an additional 6,388,930 shares during the period. Geode Capital Management LLC grew its position in Microsoft by 1.1% during the fourth quarter. Geode Capital Management LLC now owns 182,618,400 shares of the software giant's stock worth $88,056,019,000 after buying an additional 1,911,142 shares in the last quarter. Morgan Stanley grew its position in Microsoft by 0.8% during the fourth quarter. Morgan Stanley now owns 121,220,561 shares of the software giant's stock worth $58,624,690,000 after buying an additional 980,439 shares in the last quarter. Finally, Norges Bank bought a new position in Microsoft during the 4th quarter worth $50,664,631,000. 71.13% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

A number of analysts have recently weighed in on the company. Weiss Ratings reiterated a "hold (c)" rating on shares of Microsoft in a research report on Monday, July 6th. Raymond James Financial cut Microsoft from a "market perform" rating to a "market perform" rating in a research report on Tuesday, May 5th. BMO Capital Markets boosted their price target on Microsoft from $500.00 to $515.00 and gave the company an "outperform" rating in a research note on Thursday, July 30th. Cantor Fitzgerald upped their price objective on shares of Microsoft from $502.00 to $522.00 and gave the stock an "overweight" rating in a research report on Monday, July 27th. Finally, UBS Group set a $525.00 price target on Microsoft in a research note on Thursday, July 30th. Forty-two analysts have rated the stock with a Buy rating and five have issued a Hold rating to the stock. According to data from MarketBeat, the company presently has an average rating of "Moderate Buy" and a consensus price target of $560.27.

Microsoft Stock Down 3.0%

Shares of NASDAQ:MSFT opened at $480.35 on Tuesday. The company has a market capitalization of $3.57 trillion, a PE ratio of 26.75, a price-to-earnings-growth ratio of 1.59 and a beta of 1.10. Microsoft Corporation has a 52-week low of $349.20 and a 52-week high of $553.72. The company has a debt-to-equity ratio of 0.07, a quick ratio of 1.22 and a current ratio of 1.23. The company has a fifty day moving average of $412.64 and a 200-day moving average of $408.06.

Microsoft (NASDAQ:MSFT - Get Free Report) last issued its earnings results on Wednesday, July 29th. The software giant reported $4.74 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $4.24 by $0.50. Microsoft had a return on equity of 31.98% and a net margin of 40.31%.The business had revenue of $90.01 billion during the quarter, compared to analysts' expectations of $87.62 billion. During the same quarter in the prior year, the firm earned $3.65 EPS. The business's revenue for the quarter was up 17.7% compared to the same quarter last year. On average, equities analysts predict that Microsoft Corporation will post 19.59 EPS for the current fiscal year.

Microsoft Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Thursday, August 20th will be issued a $0.91 dividend. This represents a $3.64 dividend on an annualized basis and a yield of 0.8%. The ex-dividend date is Thursday, August 20th. Microsoft's dividend payout ratio (DPR) is 20.27%.

Insider Buying and Selling

In related news, CEO Judson Althoff sold 15,500 shares of Microsoft stock in a transaction that occurred on Monday, June 1st. The shares were sold at an average price of $460.99, for a total transaction of $7,145,345.00. Following the sale, the chief executive officer directly owned 110,477 shares in the company, valued at $50,928,792.23. This trade represents a 12.30% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Takeshi Numoto sold 4,810 shares of the business's stock in a transaction that occurred on Tuesday, August 4th. The stock was sold at an average price of $496.48, for a total transaction of $2,388,068.80. Following the sale, the executive vice president directly owned 42,677 shares in the company, valued at $21,188,276.96. The trade was a 10.13% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 37,310 shares of company stock valued at $17,256,219. 0.03% of the stock is owned by company insiders.

More Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft’s Azure business reportedly surpassed $100 billion in annual revenue, reinforcing confidence that AI demand is translating into substantial cloud growth. The company’s strong recent earnings, rising Microsoft 365 seat count and increasing adoption of premium E7 and Copilot offerings provide additional long-term growth support. Azure revenue article Microsoft 365 seats article
• Positive Sentiment: William Blair reaffirmed a Buy rating, citing early AI monetization and a constructive long-term risk-reward profile. Other coverage highlighted Microsoft’s ability to generate cash while investing heavily in AI infrastructure, distinguishing it from some competitors. Microsoft Buy rating article
• Positive Sentiment: Microsoft is developing its Maia 300 AI accelerator, potentially reducing dependence on Nvidia processors and improving supply flexibility and infrastructure economics over time. Maia 300 chip article
• Neutral Sentiment: A partnership with Plug Power tested hydrogen fuel-cell backup power for Microsoft data centers. The trial could support data-center resilience, but Plug’s CEO said it does not represent a strategic pivot or an immediate material change for Microsoft. Plug Power and Microsoft article
• Negative Sentiment: A Guardian investigation raised questions about a possible shortfall in advanced AI chips installed across Microsoft’s facilities relative to its stated data-center expansion plans. Reports cited a potential gap of roughly 2.2 million chips, fueling concerns about deployment timing, capacity and near-term AI revenue growth. Microsoft chip capacity article
• Negative Sentiment: Morgan Stanley warned that heavy AI capital expenditure and rising debt-related obligations could pressure hyperscaler credit quality. Although Microsoft has a strong balance sheet, the warning increases scrutiny of whether massive infrastructure spending will generate adequate returns. Morgan Stanley hyperscaler warning

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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