Elevation Point Wealth Partners LLC Boosts Stock Holdings in Microsoft Corporation $MSFT

Elevation Point Wealth Partners LLC boosted its position in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 88.0% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 230,977 shares of the software giant's stock after buying an additional 108,102 shares during the period. Microsoft makes up 2.0% of Elevation Point Wealth Partners LLC's holdings, making the stock its 4th biggest holding. Elevation Point Wealth Partners LLC's holdings in Microsoft were worth $85,501,000 at the end of the most recent quarter.

A number of other institutional investors also recently modified their holdings of the stock. Norges Bank acquired a new stake in shares of Microsoft in the 4th quarter valued at about $50,664,631,000. Auto Owners Insurance Co increased its holdings in shares of Microsoft by 56,160.8% during the fourth quarter. Auto Owners Insurance Co now owns 60,116,384 shares of the software giant's stock valued at $29,073,486,000 after acquiring an additional 60,009,531 shares in the last quarter. Nuveen LLC acquired a new position in shares of Microsoft during the first quarter worth approximately $18,733,827,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its holdings in shares of Microsoft by 500.0% in the 3rd quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 59,543,261 shares of the software giant's stock worth $30,840,432,000 after purchasing an additional 49,618,571 shares in the last quarter. Finally, Laurel Wealth Advisors LLC grew its position in Microsoft by 49,640.3% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 29,967,038 shares of the software giant's stock valued at $14,905,904,000 after purchasing an additional 29,906,791 shares during the period. Institutional investors and hedge funds own 71.13% of the company's stock.

Insider Activity at Microsoft

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 value of $7,145,345.00. Following the completion of the transaction, the chief executive officer directly owned 110,477 shares in the company, valued at approximately $50,928,792.23. The trade was a 12.30% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Takeshi Numoto sold 4,500 shares of the business's stock in a transaction on Wednesday, June 10th. The shares were sold at an average price of $402.84, for a total transaction of $1,812,780.00. Following the sale, the executive vice president directly owned 47,468 shares in the company, valued at $19,122,009.12. The trade was a 8.66% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 23,762 shares of company stock worth $10,508,361. Corporate insiders own 0.03% of the company's stock.

Microsoft Stock Performance

Shares of MSFT stock opened at $384.93 on Wednesday. The company has a debt-to-equity ratio of 0.08, a quick ratio of 1.27 and a current ratio of 1.28. The firm has a market cap of $2.86 trillion, a price-to-earnings ratio of 22.91, a P/E/G ratio of 1.19 and a beta of 1.13. Microsoft Corporation has a 52 week low of $349.20 and a 52 week high of $555.45. The firm's 50-day simple moving average is $401.47 and its two-hundred day simple moving average is $412.68.

Microsoft (NASDAQ:MSFT - Get Free Report) last issued its earnings results on Wednesday, April 29th. The software giant reported $4.27 earnings per share for the quarter, topping analysts' consensus estimates 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 quarterly revenue was up 18.3% on a year-over-year basis. During the same quarter last year, the business earned $3.46 earnings per share. As a group, equities analysts forecast that Microsoft Corporation will post 16.71 earnings per share for the current year.

Microsoft Announces Dividend

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. The ex-dividend date of this dividend is Thursday, August 20th. This represents a $3.64 annualized dividend and a yield of 0.9%. Microsoft's dividend payout ratio (DPR) is 21.67%.

Wall Street Analysts Forecast Growth

Several research analysts have weighed in on the stock. Weiss Ratings restated a "hold (c)" rating on shares of Microsoft in a report on Monday, July 6th. Benchmark restated a "buy" rating and issued a $525.00 target price (up from $450.00) on shares of Microsoft in a report on Tuesday, April 28th. Barclays reiterated an "overweight" rating on shares of Microsoft in a research note on Wednesday, June 3rd. HSBC lowered their price objective on Microsoft from $593.00 to $571.00 in a research note on Thursday, April 30th. Finally, Argus lowered their target price on shares of Microsoft from $620.00 to $510.00 and set a "buy" rating for the company in a report on Friday, July 10th. Forty-one analysts have rated the stock with a Buy rating and seven have given a Hold rating to the company. According to data from MarketBeat, the company has a consensus rating of "Moderate Buy" and a consensus target price of $559.84.

Trending Headlines about Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Analysts and market commentators continue to view Microsoft as a high-quality AI and cloud name, with some arguing the stock looks cheaper after the recent decline.
• Positive Sentiment: Upcoming earnings later this month could provide a catalyst if Azure growth and AI-related demand remain strong.
• Neutral Sentiment: Microsoft remains a major beneficiary of AI infrastructure spending, but investors are waiting for clearer proof that those investments will translate into faster profit growth.
• Negative Sentiment: Microsoft’s 4,800-job reduction and Xbox restructuring suggest ongoing cost pressure and restructuring challenges.
• Negative Sentiment: Multiple securities class-action alerts tied to alleged AI/Copilot disclosure issues are adding legal and reputational risk.
• Negative Sentiment: Concerns about Microsoft’s OpenAI partnership and AI product execution are creating uncertainty around the company’s AI narrative.

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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