FSM Wealth Advisors LLC Has $14.10 Million Stock Holdings in Microsoft Corporation $MSFT

Key Points

• FSM Wealth Advisors trimmed its stake in Microsoft by 7.2% to 29,149 shares, leaving a holding valued at roughly $14.10 million and making MSFT the firm's 16th-largest position.
• Insider activity was mixed: Director John W. Stanton bought 5,000 shares (~$397.35/share) while EVP Kathleen T. Hogan sold 12,321 shares, with company insiders owning about 0.03% of MSFT stock.
• Microsoft posted a Q3 beat (EPS $4.27 vs. $4.06 est., revenue $82.9B) and shows strong Azure/AI momentum plus Pentagon AI deals—supporting analyst optimism (consensus target ~$556.15)—but heavy capex and AI spending are pressuring near-term free cash flow and valuation.

FSM Wealth Advisors LLC decreased its position in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 7.2% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 29,149 shares of the software giant's stock after selling 2,268 shares during the period. Microsoft comprises 1.9% of FSM Wealth Advisors LLC's holdings, making the stock its 16th largest holding. FSM Wealth Advisors LLC's holdings in Microsoft were worth $14,097,000 at the end of the most recent reporting period.

Several other large investors have also made changes to their positions in the company. ABLE Financial Group LLC boosted its position in shares of Microsoft by 2.6% during the 4th quarter. ABLE Financial Group LLC now owns 15,034 shares of the software giant's stock worth $7,271,000 after acquiring an additional 378 shares in the last quarter. Brown Miller Wealth Management LLC boosted its position in shares of Microsoft by 0.3% during the 4th quarter. Brown Miller Wealth Management LLC now owns 40,960 shares of the software giant's stock worth $19,809,000 after acquiring an additional 115 shares in the last quarter. Northland Securities Inc. acquired a new stake in shares of Microsoft during the 4th quarter worth approximately $838,000. Aua Capital Management LLC boosted its position in shares of Microsoft by 10.4% during the 4th quarter. Aua Capital Management LLC now owns 7,959 shares of the software giant's stock worth $3,849,000 after acquiring an additional 753 shares in the last quarter. Finally, Stanley Laman Group Ltd. boosted its position in shares of Microsoft by 9.3% during the 4th quarter. Stanley Laman Group Ltd. now owns 44,162 shares of the software giant's stock worth $21,358,000 after acquiring an additional 3,757 shares in the last quarter. Institutional investors and hedge funds own 71.13% of the company's stock.

Insiders Place Their Bets

In other news, Director John W. Stanton bought 5,000 shares of the stock in a transaction that occurred on Wednesday, February 18th. The stock was acquired at an average price of $397.35 per share, with a total value of $1,986,750.00. Following the completion of the purchase, the director directly owned 83,905 shares of the company's stock, valued at approximately $33,339,651.75. This represents a 6.34% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the SEC, which is available at this link. Also, EVP Kathleen T. Hogan sold 12,321 shares of Microsoft stock in a transaction on Friday, March 6th. The stock was sold at an average price of $409.52, for a total transaction of $5,045,695.92. Following the transaction, the executive vice president directly owned 137,933 shares of the company's stock, valued at $56,486,322.16. This represents a 8.20% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 0.03% of the stock is owned by company insiders.

Microsoft News Roundup

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Q3 results and the earnings call highlighted 40%+ Azure/cloud growth and accelerating AI monetization, giving investors confidence in the company’s long-term AI revenue runway. Microsoft Earnings Call: AI Growth Surges, Margins Squeezed
• Positive Sentiment: The U.S. Pentagon signed agreements allowing Microsoft’s AI tech on classified networks — a credibility and contract win that can translate into long-term, high‑value government revenue. Pentagon inks deals with Nvidia, Microsoft and AWS to deploy AI on classified networks
• Positive Sentiment: Analyst actions include several price‑target raises and reaffirmations (Benchmark raised to $525, others keep buy ratings), signaling continued bullish conviction among some buy‑side firms. Microsoft Corp. (MSFT) Price Target Increased to $525 by Benchmark
• Positive Sentiment: Product catalyst: rollout of Windows 11’s new Xbox Mode supports consumer engagement and adds a near‑term, tangible product story for the stock. Microsoft Stock (MSFT) Jumps on Windows 11 Xbox Mode Rollout
• Neutral Sentiment: The revised Microsoft–OpenAI relationship (ending exclusivity) is being parsed by markets: it reduces some exclusivity upside but clarifies commercial terms that could be neutral-to-positive longer term depending on monetization. Microsoft and OpenAI Just Ended Their Exclusive Deal, and Wall Street Is Trying Hard to Shake Off the Negatives for MSFT Stock
• Neutral Sentiment: Commentary from TV/hosts (e.g., Jim Cramer) describes MSFT as attractively valued but notes limited new messaging on the call — this shapes retail sentiment but isn’t new fundamental data. Jim Cramer on Microsoft: “Maybe You Can Consider It Cheap, But It’s Software”
• Negative Sentiment: Investors remain focused on record capex (roughly $190B guidance) and the near‑term hit to free cash flow — that spending narrative caused the post‑earnings pullback and continues to cap the multiple. Beat meets bill: MSFT stock slips on AI expenditure concerns despite strong Q3
• Negative Sentiment: Goldman’s note flagging extreme cloud cash burn and other outlets highlighting the industry’s rising AI capex raises concern that spending could pressure margins and returns if monetization lags. Microsoft, Amazon On Watch ― Goldman Sounds Alarm On 90% Cloud Cash Burn
• Negative Sentiment: Some brokers trimmed price targets or cut upside on valuation as they bake in capex risk (HSBC cut its target), keeping a portion of the market cautious. HSBC Cuts Microsoft Price Target to $571 From $593

Wall Street Analysts Forecast Growth

Several research firms recently issued reports on MSFT. The Goldman Sachs Group reiterated a "buy" rating on shares of Microsoft in a research report on Thursday. William Blair reiterated an "outperform" rating on shares of Microsoft in a research report on Monday, March 9th. Evercore reduced their price target on shares of Microsoft from $580.00 to $510.00 and set an "outperform" rating on the stock in a research report on Thursday. Benchmark restated a "buy" rating and issued a $525.00 target price (up from $450.00) on shares of Microsoft in a research report on Tuesday. Finally, DZ Bank restated a "buy" rating on shares of Microsoft in a research report on Thursday. One investment analyst has rated the stock with a Strong Buy rating, thirty-eight have given a Buy rating and five have issued a Hold rating to the company's stock. Based on data from MarketBeat, the stock has a consensus rating of "Moderate Buy" and a consensus target price of $556.15.

Microsoft Price Performance

Shares of NASDAQ:MSFT opened at $414.41 on Friday. The firm has a market cap of $3.08 trillion, a PE ratio of 24.67, a price-to-earnings-growth ratio of 1.53 and a beta of 1.10. The firm's fifty day moving average is $395.28 and its 200-day moving average is $448.37. The company has a debt-to-equity ratio of 0.08, a quick ratio of 1.38 and a current ratio of 1.28. Microsoft Corporation has a 52 week low of $356.28 and a 52 week high of $555.45.

Microsoft (NASDAQ:MSFT - Get Free Report) last issued its quarterly earnings results on Wednesday, April 29th. The software giant reported $4.27 EPS for the quarter, topping analysts' consensus estimates of $4.06 by $0.21. The company had revenue of $82.89 billion for 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%. Microsoft's revenue was up 18.3% compared to the same quarter last year. During the same quarter in the previous year, the business earned $3.46 earnings per share. Sell-side analysts predict that Microsoft Corporation will post 16.6 earnings per share for the current year.

Microsoft Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, June 11th. Investors of record on Thursday, May 21st will be paid a dividend of $0.91 per share. This represents a $3.64 dividend on an annualized basis and a yield of 0.9%. The ex-dividend date of this dividend is Thursday, May 21st. Microsoft's dividend payout ratio (DPR) is currently 22.76%.

Microsoft 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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