Fortem Financial Group LLC Purchases 2,628 Shares of Microsoft Corporation $MSFT

Key Points

• Fortem Financial Group LLC increased its Microsoft stake by 18.3% in the first quarter, buying 2,628 additional shares and bringing its total holdings to 16,957 shares worth about $6.28 million.
• Microsoft remains a favorite among institutional investors, with 71.13% of shares owned by hedge funds and other institutions despite some mixed activity from individual firms and insiders.
• The company continues to draw attention for its AI growth story, but sentiment is mixed due to legal headlines, quantum-computing skepticism, and concerns that heavy AI spending could pressure free cash flow and margins.

Fortem Financial Group LLC boosted its position in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 18.3% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 16,957 shares of the software giant's stock after purchasing an additional 2,628 shares during the period. Microsoft comprises 1.6% of Fortem Financial Group LLC's holdings, making the stock its 22nd biggest holding. Fortem Financial Group LLC's holdings in Microsoft were worth $6,277,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. WFA Asset Management Corp raised its holdings in shares of Microsoft by 27.0% in the first quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant's stock worth $427,000 after buying an additional 216 shares during the period. Ironwood Wealth Management LLC. boosted its holdings in Microsoft by 0.3% during the 2nd quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant's stock valued at $5,658,000 after acquiring an additional 38 shares during the period. Discipline Wealth Solutions LLC boosted its holdings in Microsoft by 410.4% during the 3rd quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant's stock valued at $1,144,000 after acquiring an additional 2,138 shares during the period. Wealth Group Ltd. grew its position in Microsoft by 1.2% in the 4th quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant's stock valued at $1,000,000 after acquiring an additional 28 shares during the last quarter. Finally, Eagle Capital Management LLC increased its stake in Microsoft by 0.4% in the fourth quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant's stock worth $9,735,000 after purchasing an additional 96 shares during the period. 71.13% of the stock is owned by hedge funds and other institutional investors.

Key Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft continues to be framed as a long-term AI winner, with commentary highlighting strong Azure growth, a multi-billion-dollar AI revenue run rate, and the company’s deep role in enterprise AI adoption. Got $1,000? 2 Artificial Intelligence (AI) Stocks to Buy Right Now and Hold for the Next Decade.
• Positive Sentiment: Microsoft’s new 20-year Chevron power deal for a Texas AI data center reinforces confidence that it is still expanding aggressively to support future AI demand, which could help drive long-term cloud revenue. Microsoft Stock In Focus After Inking 20-Yr, 2.67 GW Power Deal With Chevron To Fuel AI Growth
• Positive Sentiment: Microsoft is also getting support from bullish market commentary that says the stock may be oversold and could rebound as investors distinguish between short-term pressure and long-term fundamentals. Dan Ives Believes MSFT Is The Most Oversold Large-Cap Stock, Draws Parallels To 'Negative' Narratives Around GOOGL A Year Ago
• Neutral Sentiment: Microsoft announced a new AI-in-education report and related tools, but this is more of a product/marketing update than a material near-term earnings driver. Microsoft's New AI in Education Report highlights widespread adoption and increasing demand for support
• Negative Sentiment: Fresh legal headlines are pressuring sentiment, as multiple law firms publicized securities class action claims tied to alleged investor harm and Copilot-related disclosures. Bronstein, Gewirtz & Grossman LLC Urges Microsoft Corporation Investors to Act: Class Action Filed Alleging Investor Harm
• Negative Sentiment: Microsoft is facing renewed skepticism around its quantum-computing claims after a Nature-linked critique questioned the scientific basis of its earlier breakthrough announcement. Microsoft's quantum computing technology called into question, again
• Negative Sentiment: Investors are also reacting to broader concerns that heavy AI infrastructure spending could weigh on free cash flow and margin trends, even if it supports future growth. Chamath Says Alphabet, Meta and Microsoft Aren’t Bleeding Cash — They’re Building Moats

Insider Transactions at Microsoft

In related news, EVP Takeshi Numoto sold 4,500 shares of the business's stock in a transaction that occurred on Wednesday, June 10th. The shares were sold at an average price of $402.84, for a total value of $1,812,780.00. Following the completion of the transaction, the executive vice president owned 47,468 shares of the company's stock, valued at $19,122,009.12. The trade was a 8.66% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, EVP Amy Coleman sold 1,262 shares of the company's stock in a transaction on Thursday, May 14th. The stock was sold at an average price of $411.34, for a total value of $519,111.08. Following the sale, the executive vice president owned 46,003 shares of the company's stock, valued at approximately $18,922,874.02. This represents a 2.67% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 23,762 shares of company stock valued at $10,508,361. Company insiders own 0.03% of the company's stock.

Microsoft Stock Performance

Shares of Microsoft stock opened at $365.12 on Thursday. The company has a current ratio of 1.28, a quick ratio of 1.27 and a debt-to-equity ratio of 0.08. The stock's fifty day moving average price is $411.93 and its 200-day moving average price is $422.73. The firm has a market cap of $2.71 trillion, a P/E ratio of 21.73, a P/E/G ratio of 1.35 and a beta of 1.11. Microsoft Corporation has a 12 month low of $356.28 and a 12 month high of $555.45.

Microsoft (NASDAQ:MSFT - Get Free Report) last released its quarterly earnings data 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. Microsoft had a net margin of 39.34% and a return on equity of 31.94%. The company had revenue of $82.89 billion during the quarter, compared to analyst estimates of $81.44 billion. During the same period in the prior year, the firm earned $3.46 earnings per share. The firm's revenue for the quarter was up 18.3% compared to the same quarter last year. On average, equities research analysts expect that Microsoft Corporation will post 16.76 earnings per share for the current fiscal year.

Microsoft Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Thursday, August 20th will be issued a $0.91 dividend. The ex-dividend date is Thursday, August 20th. This represents a $3.64 annualized dividend and a dividend yield of 1.0%. Microsoft's payout ratio is currently 21.67%.

Analysts Set New Price Targets

MSFT has been the subject of a number of recent analyst reports. Arete Research boosted their target price on shares of Microsoft from $730.00 to $870.00 and gave the company a "buy" rating in a research note on Tuesday, May 5th. Rothschild & Co Redburn reduced their price target on shares of Microsoft from $450.00 to $400.00 and set a "neutral" rating on the stock in a research note on Thursday, April 23rd. Scotiabank decreased their price objective on shares of Microsoft from $600.00 to $550.00 and set an "outperform" rating for the company in a report on Thursday, April 30th. DA Davidson lowered their price objective on shares of Microsoft from $650.00 to $550.00 and set a "buy" rating for the company in a research report on Thursday, April 30th. Finally, Raymond James Financial downgraded shares of Microsoft from a "market perform" rating to a "market perform" rating in a research note on Tuesday, May 5th. Forty-one research analysts have rated the stock with a Buy rating and six have given a Hold rating to the company's stock. According to MarketBeat.com, Microsoft currently has a consensus rating of "Moderate Buy" and a consensus price target of $561.20.

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).

Want to see what other hedge funds are holding MSFT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Microsoft Corporation (NASDAQ:MSFT - Free Report).

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.