Earned Wealth Advisors LLC Has $15.39 Million Stock Position in Microsoft Corporation $MSFT

Key Points

• Earned Wealth Advisors LLC increased its Microsoft stake by 29.1% in the fourth quarter, buying 7,172 additional shares and bringing its total holding to 31,813 shares worth about $15.39 million.
• Microsoft reported strong quarterly results, including EPS of $4.27 versus the $4.06 estimate and revenue of $82.89 billion, with revenue up 18.3% year over year. The company also continues to post high profitability, with a 39.34% net margin.
• Microsoft declared a quarterly dividend of $0.91 per share, payable on June 11, and analysts remain broadly positive despite some mixed target-price changes. The stock currently carries a consensus rating of “Moderate Buy” with an average price target of $562.69.

Earned Wealth Advisors LLC grew its stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 29.1% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 31,813 shares of the software giant's stock after purchasing an additional 7,172 shares during the period. Microsoft makes up 1.1% of Earned Wealth Advisors LLC's investment portfolio, making the stock its 24th biggest holding. Earned Wealth Advisors LLC's holdings in Microsoft were worth $15,386,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors have also recently made changes to their positions in the stock. Berkshire Money Management Inc. acquired a new position in shares of Microsoft during the fourth quarter valued at about $3,142,000. VCI Wealth Management LLC raised its holdings in shares of Microsoft by 16.9% during the fourth quarter. VCI Wealth Management LLC now owns 36,690 shares of the software giant's stock valued at $17,744,000 after purchasing an additional 5,313 shares during the period. Mine & Arao Wealth Creation & Management LLC. raised its holdings in shares of Microsoft by 0.6% during the fourth quarter. Mine & Arao Wealth Creation & Management LLC. now owns 4,994 shares of the software giant's stock valued at $2,415,000 after purchasing an additional 31 shares during the period. FSR Wealth Management Ltd. raised its holdings in shares of Microsoft by 13.0% during the fourth quarter. FSR Wealth Management Ltd. now owns 538 shares of the software giant's stock valued at $260,000 after purchasing an additional 62 shares during the period. Finally, BigSur Wealth Management LLC raised its holdings in shares of Microsoft by 0.5% during the fourth quarter. BigSur Wealth Management LLC now owns 7,950 shares of the software giant's stock valued at $3,845,000 after purchasing an additional 37 shares during the period. Institutional investors and hedge funds own 71.13% of the company's stock.

Microsoft Trading Down 1.2%

NASDAQ:MSFT opened at $407.77 on Wednesday. Microsoft Corporation has a one year low of $356.28 and a one year high of $555.45. The company has a debt-to-equity ratio of 0.08, a current ratio of 1.28 and a quick ratio of 1.27. The firm has a 50-day moving average of $397.60 and a 200-day moving average of $443.14. The company has a market cap of $3.03 trillion, a PE ratio of 24.27, a PEG ratio of 1.49 and a beta of 1.10.

Microsoft (NASDAQ:MSFT - Get Free Report) last posted its quarterly earnings data on Wednesday, April 29th. The software giant reported $4.27 EPS for the quarter, beating the consensus estimate of $4.06 by $0.21. The firm had revenue of $82.89 billion during the quarter, compared to analyst estimates of $81.44 billion. Microsoft had a net margin of 39.34% and a return on equity of 31.94%. The company's revenue for the quarter was up 18.3% on a year-over-year basis. During the same quarter last year, the business posted $3.46 EPS. As a group, equities research analysts expect that Microsoft Corporation will post 16.76 EPS for the current fiscal year.

Microsoft Announces Dividend

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

Analyst Upgrades and Downgrades

Several equities analysts have recently weighed in on MSFT shares. Scotiabank dropped their price objective on shares of Microsoft from $600.00 to $550.00 and set an "outperform" rating on the stock in a report on Thursday, April 30th. Benchmark reissued a "buy" rating and set a $525.00 target price (up from $450.00) on shares of Microsoft in a research report on Tuesday, April 28th. Weiss Ratings downgraded shares of Microsoft from a "buy (b-)" rating to a "hold (c+)" rating in a research report on Tuesday, March 24th. Stifel Nicolaus boosted their target price on shares of Microsoft from $392.00 to $415.00 and gave the stock a "hold" rating in a research report on Thursday, April 30th. Finally, Cantor Fitzgerald decreased their target price on shares of Microsoft to $502.00 and set an "overweight" rating for the company in a research report on Monday, April 27th. One equities research analyst has rated the stock with a Strong Buy rating, thirty-eight have issued a Buy rating and seven have issued a Hold rating to the company's stock. Based on data from MarketBeat.com, Microsoft currently has a consensus rating of "Moderate Buy" and an average price target of $562.69.

Insider Activity

In other Microsoft news, EVP Kathleen T. Hogan sold 12,321 shares of the stock in a transaction dated 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 sale, the executive vice president owned 137,933 shares in the company, valued at approximately $56,486,322.16. This trade represents a 8.20% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, Director John W. Stanton acquired 5,000 shares of the firm's stock in a transaction on Wednesday, February 18th. The stock was purchased at an average price of $397.35 per share, with a total value of $1,986,750.00. Following the purchase, the director owned 83,905 shares in the company, valued at approximately $33,339,651.75. The trade was a 6.34% increase in their position. The SEC filing for this purchase provides additional information. Company insiders own 0.03% of the company's stock.

Key Stories Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Analysts and market commentary continued to argue that Microsoft remains a long-term AI winner, with several notes saying the stock still looks undervalued and that its AI/Cloud thesis remains intact. Microsoft’s (MSFT) Q3 Revealed 3 Things that Matter for the AI Bull Case
• Positive Sentiment: Microsoft CEO Satya Nadella’s testimony in the Musk v. Altman trial reinforced Microsoft’s early backing of OpenAI and its expected payoff from that investment, which some investors view as supportive of the company’s AI strategy. OpenAI to cap Microsoft revenue-sharing at $38 billion, The Information reports
• Positive Sentiment: OpenAI reportedly capped revenue-sharing payments to Microsoft at $38 billion through 2030, which may be read as a structural clarification that still preserves a major economic relationship while supporting OpenAI’s IPO path. Microsoft secures structural wins in OpenAI revenue cap deal, Wedbush says
• Neutral Sentiment: Microsoft was mentioned in broader AI-market commentary about whether AI spending is generating enough ROI, which adds to sentiment volatility but does not directly change fundamentals. Chamath Warns Companies Must Prove ROI from AI Within ‘500 Days’
• Neutral Sentiment: Several reports focused on Microsoft’s role in OpenAI’s founding and governance in the Musk lawsuit; these headlines keep the stock in the news, but the market impact is mostly indirect unless they lead to regulatory or contractual changes. How Much Power Did Microsoft Have Over OpenAI?
• Negative Sentiment: The biggest near-term overhang is the perception that Microsoft may have less upside from OpenAI than previously assumed, after reports that revenue-sharing is capped far below earlier projections. OpenAI to cap Microsoft revenue-sharing at $38 billion, The Information reports
• Negative Sentiment: Nadella’s testimony in the Musk trial also highlighted how closely Microsoft is tied to OpenAI’s governance fight, keeping legal and reputational risks in focus for investors. Microsoft CEO Satya Nadella takes stand in Musk v. Altman trial

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).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.