Curtis Advisory Group LLC Has $4.76 Million Holdings in Microsoft Corporation $MSFT

Key Points

• Curtis Advisory Group LLC increased its stake in Microsoft by 104.1% in Q4 to 9,841 shares worth $4.76 million, making MSFT 1.0% of the firm's portfolio and its 26th-largest holding.
• Microsoft posted a Q3 beat (EPS $4.27 vs. $4.06; revenue $82.89B) and cited strong AI/cloud and Azure momentum with an AI revenue run‑rate near $37B, but raised 2026 capex guidance toward $190B, stoking investor concern and a ~3.9% stock decline.
• Insider activity included EVP Kathleen Hogan selling 12,321 shares for about $5.05 million while Director John W. Stanton bought 5,000 shares, and institutional investors own roughly 71% of MSFT stock.

Curtis Advisory Group LLC increased its holdings in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 104.1% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 9,841 shares of the software giant's stock after purchasing an additional 5,019 shares during the period. Microsoft makes up 1.0% of Curtis Advisory Group LLC's investment portfolio, making the stock its 26th biggest holding. Curtis Advisory Group LLC's holdings in Microsoft were worth $4,759,000 as of its most recent SEC filing.

Other hedge funds have also recently bought and sold shares of the company. Laurel Wealth Planning LLC raised its holdings in Microsoft by 15.9% during the fourth quarter. Laurel Wealth Planning LLC now owns 575 shares of the software giant's stock valued at $278,000 after buying an additional 79 shares in the last quarter. Market Street Wealth Management Advisors LLC boosted its stake in shares of Microsoft by 3.0% during the 4th quarter. Market Street Wealth Management Advisors LLC now owns 5,849 shares of the software giant's stock worth $2,829,000 after acquiring an additional 170 shares in the last quarter. Robbins Farley boosted its stake in shares of Microsoft by 0.3% during the 4th quarter. Robbins Farley now owns 12,928 shares of the software giant's stock worth $6,252,000 after acquiring an additional 40 shares in the last quarter. Brown Lisle Cummings Inc. increased its holdings in shares of Microsoft by 1.2% during the 4th quarter. Brown Lisle Cummings Inc. now owns 29,775 shares of the software giant's stock valued at $14,400,000 after acquiring an additional 355 shares during the last quarter. Finally, Robeco Institutional Asset Management B.V. increased its holdings in shares of Microsoft by 1.0% during the 4th quarter. Robeco Institutional Asset Management B.V. now owns 7,951,743 shares of the software giant's stock valued at $3,845,622,000 after acquiring an additional 81,063 shares during the last quarter. 71.13% of the stock is owned by institutional investors and hedge funds.

Insider Activity

In other news, EVP Kathleen T. Hogan sold 12,321 shares of the business's stock in a transaction dated 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 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 position. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, Director John W. Stanton acquired 5,000 shares of the business's stock in a transaction dated Wednesday, February 18th. The shares were bought at an average cost of $397.35 per share, with a total value of $1,986,750.00. Following the transaction, the director directly owned 83,905 shares of the company's stock, valued at $33,339,651.75. The trade was a 6.34% increase in their position. The disclosure for this purchase is available in the SEC filing. Insiders own 0.03% of the company's stock.

Analyst Upgrades and Downgrades

Several equities research analysts recently weighed in on MSFT shares. Deutsche Bank Aktiengesellschaft reduced their target price on Microsoft from $575.00 to $550.00 and set a "buy" rating for the company in a report on Thursday. BMO Capital Markets lowered their price target on Microsoft from $575.00 to $505.00 and set an "outperform" rating on the stock in a report on Tuesday. Morgan Stanley restated an "overweight" rating on shares of Microsoft in a research note on Thursday, January 29th. KeyCorp decreased their price objective on shares of Microsoft from $630.00 to $600.00 and set an "overweight" rating for the company in a report on Thursday, January 29th. Finally, HSBC raised their target price on shares of Microsoft from $588.00 to $593.00 and gave the company a "buy" rating in a research note on Tuesday. One equities research analyst has rated the stock with a Strong Buy rating, thirty-eight have given a Buy rating and five have issued a Hold rating to the company. According to data from MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and a consensus price target of $558.67.

Key Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Q3 beat and AI/cloud momentum — MSFT beat EPS and revenue expectations, Azure/cloud growth accelerated ~40% and management cited an AI revenue run‑rate near $37B, supporting the long‑term growth story. Microsoft Q3 press release and transcript
• Positive Sentiment: Analysts largely remain bullish — multiple firms reaffirmed Buy/Outperform ratings and some raised targets (Wells Fargo, Piper Sandler and others), reflecting confidence in Azure and AI monetization. Microsoft Wins Buy Rating on Strong AI-Driven Cloud Momentum
• Positive Sentiment: Product traction: Copilot & LinkedIn monetization — management said paid Copilot users and LinkedIn AI hiring products are scaling, which supports higher recurring AI revenue potential. Microsoft says it has over 20m paid Copilot users
• Neutral Sentiment: Wall Street is split — some firms trimmed targets on valuation/spending concerns while others lifted targets on stronger AI monetization; expect continued divergent analyst commentary and price‑target revisions. Wall Street Splits on Microsoft After Earnings
• Neutral Sentiment: Options activity shows speculative bullish interest — unusually large call volume suggests some traders are betting on a rebound even as the stock trades lower (this can amplify intraday moves).
• Negative Sentiment: Heavy capex & margin/cash‑flow concerns — MSFT raised 2026 capex guidance toward ~\$190B and noted a meaningful jump in infrastructure spending; investors sold into the beat, fearing pressure on free cash flow and near‑term returns. Microsoft Falls 5% Despite Q3 Beat: Why $190 Billion in AI Spending Has Investors Worried
• Negative Sentiment: Near‑term target trims and one‑time charges — several firms trimmed targets and Microsoft disclosed charges (e.g., voluntary retirement program) and other near‑term costs, adding to headline risk. Cantor Fitzgerald Cuts Microsoft Price Target

Microsoft Stock Down 3.9%

Shares of MSFT stock opened at $407.78 on Friday. Microsoft Corporation has a 12 month low of $356.28 and a 12 month high of $555.45. The firm has a market cap of $3.03 trillion, a PE ratio of 24.27, a price-to-earnings-growth ratio of 1.60 and a beta of 1.11. The stock has a 50 day moving average of $395.28 and a 200-day moving average of $448.37. The company has a quick ratio of 1.38, a current ratio of 1.39 and a debt-to-equity ratio of 0.09.

Microsoft (NASDAQ:MSFT - Get Free Report) last announced its quarterly earnings data on Wednesday, April 29th. The software giant reported $4.27 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.06 by $0.21. Microsoft had a net margin of 39.34% and a return on equity of 33.00%. The business had revenue of $82.89 billion for the quarter, compared to the consensus estimate of $81.44 billion. During the same quarter last year, the company posted $3.46 earnings per share. Microsoft's quarterly revenue was up 18.3% on a year-over-year basis. On average, equities analysts predict that Microsoft Corporation will post 16.54 EPS 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 $0.91 dividend. This represents a $3.64 annualized dividend and a yield of 0.9%. The ex-dividend date is Thursday, May 21st. Microsoft's dividend payout ratio (DPR) is currently 22.76%.

Microsoft 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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