Falcon Wealth Planning Raises Stake in Microsoft Corporation $MSFT

Key Points

• Falcon Wealth Planning increased its Microsoft stake by 15.7% in the fourth quarter, buying 2,061 more shares and bringing its total position to 15,215 shares worth about $7.36 million.
• Microsoft is still drawing strong institutional interest overall, with hedge funds and other investors owning 71.13% of the stock; several large firms, including Vanguard and UBS AM, also added to their positions.
• The company remains supported by positive earnings and analyst sentiment: Microsoft beat quarterly EPS and revenue estimates, and analysts continue to rate the stock a Moderate Buy with an average price target of $561.20.

Falcon Wealth Planning increased its stake in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 15.7% during the fourth quarter, according to its most recent filing with the SEC. The fund owned 15,215 shares of the software giant's stock after buying an additional 2,061 shares during the quarter. Microsoft accounts for approximately 0.6% of Falcon Wealth Planning's portfolio, making the stock its 23rd largest holding. Falcon Wealth Planning's holdings in Microsoft were worth $7,358,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently made changes to their positions in MSFT. Norges Bank purchased a new position in shares of Microsoft in the 2nd quarter worth about $50,493,678,000. Nuveen LLC purchased a new position in shares of Microsoft in the 1st quarter worth about $18,733,827,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted 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 buying an additional 49,618,571 shares during the last quarter. Laurel Wealth Advisors LLC boosted its holdings in shares of 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 worth $14,905,904,000 after buying an additional 29,906,791 shares during the last quarter. Finally, Vanguard Group Inc. boosted its holdings in shares of Microsoft by 2.3% in the 4th quarter. Vanguard Group Inc. now owns 717,942,580 shares of the software giant's stock worth $347,211,391,000 after buying an additional 15,955,898 shares during the last quarter. 71.13% of the stock is owned by hedge funds and other institutional investors.

More Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft unveiled new in-house AI models at Build, including MAI-Code-1 and MAI-Thinking-1, signaling it is reducing reliance on OpenAI and Anthropic while lowering costs for developers.
• Positive Sentiment: The company introduced Microsoft Scout, an always-on personal agent for Microsoft 365, and other agentic AI tools, reinforcing the view that Microsoft is expanding its AI monetization opportunities.
• Positive Sentiment: Microsoft and Nvidia deepened their partnership on AI PCs and agentic computing across Windows and Azure, which investors viewed as a major catalyst for the Windows ecosystem and future hardware/software demand.
• Positive Sentiment: Microsoft also highlighted its quantum computing progress with the Majorana 2 chip, adding to the company’s long-term innovation narrative.
• Positive Sentiment: Multiple analysts and media reports remained constructive, with commentary pointing to strong Azure upside, AI demand, and a favorable long-term valuation case for MSFT.
• Neutral Sentiment: Build 2026 generated broad attention across the market, but some reports noted Microsoft teased a Copilot “Super App” without fully unveiling it, which may have tempered expectations.
• Negative Sentiment: Judson Althoff sold 15,500 Microsoft shares in an SEC-disclosed transaction, which can create short-term investor concern even though the sale was relatively modest versus his remaining holdings.
• Negative Sentiment: Some coverage cited profit-taking and concerns about capital intensity, margin pressure, and a possible AI policy overhang, helping explain the pullback despite the positive product news.

Insider Activity

In other news, CEO Judson Althoff sold 15,500 shares of the company's stock in a transaction dated Monday, June 1st. The stock was 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 represents a 12.30% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this link. Also, EVP Kathleen T. Hogan sold 12,321 shares of the company's 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 sale, the executive vice president owned 137,933 shares in the company, valued at approximately $56,486,322.16. This represents a 8.20% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 29,083 shares of company stock worth $12,710,152 over the last ninety days. Company insiders own 0.03% of the company's stock.

Analyst Upgrades and Downgrades

A number of equities analysts recently weighed in on the stock. Sanford C. Bernstein boosted their price target on shares of Microsoft from $641.00 to $646.00 and gave the stock an "outperform" rating in a report on Thursday, April 30th. Stifel Nicolaus boosted their price objective on Microsoft from $392.00 to $415.00 and gave the company a "hold" rating in a research note on Thursday, April 30th. Wells Fargo & Company boosted their price objective on Microsoft from $625.00 to $650.00 and gave the company an "overweight" rating in a research note on Monday. Melius Research set a $430.00 price objective on Microsoft in a research note on Monday, February 9th. Finally, Jefferies Financial Group restated a "buy" rating on shares of Microsoft in a research note on Monday, May 4th. Forty equities research analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company's stock. Based on data from MarketBeat, the company currently has an average rating of "Moderate Buy" and an average price target of $561.20.

Microsoft Trading Down 4.2%

Shares of Microsoft stock opened at $441.31 on Wednesday. Microsoft Corporation has a 52-week low of $356.28 and a 52-week high of $555.45. The stock's 50-day simple moving average is $403.52 and its 200 day simple moving average is $433.78. The stock has a market capitalization of $3.28 trillion, a P/E ratio of 26.27, a P/E/G ratio of 1.66 and a beta of 1.11. 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 earnings per share for the quarter, beating the consensus estimate of $4.06 by $0.21. Microsoft had a return on equity of 31.94% and a net margin of 39.34%.The firm had revenue of $82.89 billion for the quarter, compared to analysts' expectations of $81.44 billion. During the same period in the prior year, the business posted $3.46 earnings per share. The company's revenue was up 18.3% on a year-over-year basis. As a group, research analysts anticipate that Microsoft Corporation will post 16.76 EPS for the current year.

Microsoft Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, June 11th. Stockholders of record on Thursday, May 21st will be given a dividend of $0.91 per share. The ex-dividend date is Thursday, May 21st. This represents a $3.64 annualized dividend and a dividend yield of 0.8%. Microsoft's dividend payout ratio is currently 21.67%.

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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