Forty three Eighteen Advisors LLC Takes $4.28 Million Position in Microsoft Corporation $MSFT

Key Points

• Forty three Eighteen Advisors LLC initiated a new position in Microsoft during the fourth quarter, buying 8,854 shares valued at about $4.28 million. Microsoft now represents 3.3% of the firm’s portfolio and is its ninth-largest holding.
• Microsoft continues to attract institutional interest overall, with hedge funds and other investors holding 71.13% of the stock. Several other firms also recently added to their Microsoft positions.
• Analysts remain broadly positive despite mixed recent sentiment: Microsoft has a Moderate Buy consensus rating and a consensus price target of $561.20. The company also reported stronger-than-expected quarterly results, with revenue and EPS both beating estimates.

Forty three Eighteen Advisors LLC acquired a new position in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) in the fourth quarter, according to the company in its most recent filing with the SEC. The firm acquired 8,854 shares of the software giant's stock, valued at approximately $4,282,000. Microsoft makes up 3.3% of Forty three Eighteen Advisors LLC's investment portfolio, making the stock its 9th biggest holding.

Several other institutional investors have also recently added to or reduced their stakes in MSFT. Taylor Securities Services Inc. acquired a new position in Microsoft in the fourth quarter valued at approximately $2,616,000. PMG Family Office LLC bought a new stake in shares of Microsoft in the 3rd quarter worth approximately $828,000. Trifecta Capital Advisors LLC lifted its holdings in shares of Microsoft by 2.3% in the 3rd quarter. Trifecta Capital Advisors LLC now owns 70,175 shares of the software giant's stock worth $36,347,000 after purchasing an additional 1,572 shares during the last quarter. TD Waterhouse Canada Inc. boosted its position in Microsoft by 1.0% during the 3rd quarter. TD Waterhouse Canada Inc. now owns 949,901 shares of the software giant's stock valued at $493,860,000 after purchasing an additional 9,700 shares during the period. Finally, Werba Rubin Papier Wealth Management grew its stake in Microsoft by 15.7% during the 4th quarter. Werba Rubin Papier Wealth Management now owns 12,492 shares of the software giant's stock worth $6,041,000 after buying an additional 1,698 shares during the last quarter. Institutional investors and hedge funds own 71.13% of the company's stock.

More Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft announced a 20-year power agreement with Chevron for Project Kilby, a 2.67-gigawatt natural-gas-powered data center in West Texas. The deal underscores Microsoft’s commitment to expanding AI/cloud capacity and helps secure long-term electricity for its growing data center needs. Article: Chevron signs power supply deal with Microsoft for Texas data center
• Positive Sentiment: Several articles argue Microsoft’s selloff has made the stock attractive, citing history that suggests a rebound and pointing to still-strong AI and cloud fundamentals. These pieces may be encouraging bargain hunters and long-term investors. Article: History Suggests a Rebound Ahead, Says Top Investor About Microsoft Stock
• Positive Sentiment: Microsoft is also being highlighted for new AI banking connections and deeper enterprise AI integrations, reinforcing the idea that its AI monetization story is still progressing. Article: Microsoft Stock NASDAQ: MSFT Notches Up With New AI Banking Connections
• Neutral Sentiment: Market commentary around Satya Nadella’s remarks suggests Microsoft wants broader, cheaper, and more trusted AI rather than a winner-take-all model race. That may help the company strategically, but it is more of a long-term positioning story than an immediate stock catalyst. Article: Why Microsoft Needs to Carve its Own AI Path
• Negative Sentiment: Microsoft is facing fresh securities class action/lawsuit headlines tied to alleged disclosures about Copilot and Azure. Even if the legal impact is uncertain, this adds an overhang for investors. Article: Class Action Lawsuit Has Been Filed Against Microsoft Corporation
• Negative Sentiment: Bearish notes continue to question whether Microsoft’s best growth days are behind it, and some analysts are keeping a cautious stance despite the lower valuation. That skepticism can limit upside in the near term. Article: Microsoft: The Best Days Are Behind It

Analysts Set New Price Targets

A number of equities research analysts have issued reports on the company. Raymond James Financial cut Microsoft from a "market perform" rating to a "market perform" rating in a research note on Tuesday, May 5th. Tigress Financial upped their price target on shares of Microsoft from $595.00 to $680.00 and gave the stock a "buy" rating in a research report on Wednesday, May 6th. DA Davidson dropped their price objective on shares of Microsoft from $650.00 to $550.00 and set a "buy" rating on the stock in a report on Thursday, April 30th. Wells Fargo & Company boosted their target price on shares of Microsoft from $625.00 to $650.00 and gave the company an "overweight" rating in a research note on Monday, June 1st. Finally, Weiss Ratings lowered shares of Microsoft from a "buy (b-)" rating to a "hold (c+)" rating in a research note on Tuesday, March 24th. Forty-one research analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company's stock. Based on data from MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and a consensus price target of $561.20.

Microsoft Trading Up 1.8%

Shares of NASDAQ:MSFT opened at $373.94 on Wednesday. The company has a 50 day moving average of $412.32 and a 200-day moving average of $423.55. 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 firm has a market cap of $2.78 trillion, a P/E ratio of 22.26, a P/E/G ratio of 1.32 and a beta of 1.11. Microsoft Corporation has a twelve month low of $356.28 and a twelve month high of $555.45.

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 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 business had revenue of $82.89 billion for the quarter, compared to analyst estimates of $81.44 billion. During the same quarter last year, the business earned $3.46 earnings per share. The business's revenue for the quarter was up 18.3% on a year-over-year basis. As a group, analysts anticipate that Microsoft Corporation will post 16.76 earnings per share for the current fiscal year.

Microsoft Announces Dividend

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

Insider Activity

In related news, EVP Amy Coleman sold 1,262 shares of the firm's stock in a transaction dated Thursday, May 14th. The stock was sold at an average price of $411.34, for a total transaction of $519,111.08. Following the completion of the transaction, the executive vice president owned 46,003 shares of the company's stock, valued at $18,922,874.02. This trade represents a 2.67% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, CEO Judson Althoff sold 15,500 shares of the business'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 completion of the sale, the chief executive officer owned 110,477 shares in the company, valued at approximately $50,928,792.23. This trade represents a 12.30% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 23,762 shares of company stock worth $10,508,361. 0.03% of the stock is owned by company insiders.

Microsoft Company 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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