Fund Advisors of America Inc FL Purchases Shares of 5,070 Microsoft Corporation $MSFT

Key Points

• Fund Advisors of America Inc FL disclosed a new fourth-quarter stake in Microsoft, buying 5,070 shares worth about $2.45 million. Microsoft now represents roughly 2.2% of the firm’s portfolio and is its 8th-largest holding.
• Microsoft continues to benefit from strong AI-related momentum, including a $1 billion partnership with EY and reports that Anthropic may use Microsoft’s Maia AI chips. Analysts remain upbeat on the company’s AI growth prospects despite some concerns about spending.
• The stock is also facing mixed signals: Microsoft posted better-than-expected quarterly results and raised a quarterly dividend, but investors are watching AI capex pressure and a UK regulatory probe into its software practices.

Fund Advisors of America Inc FL purchased a new stake in Microsoft Corporation (NASDAQ:MSFT - Free Report) in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm purchased 5,070 shares of the software giant's stock, valued at approximately $2,452,000. Microsoft makes up approximately 2.2% of Fund Advisors of America Inc FL's investment portfolio, making the stock its 8th biggest holding.

A number of other hedge funds have also recently bought and sold shares of the stock. Longfellow Investment Management Co. LLC lifted its position in shares of Microsoft by 51.3% in the second quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant's stock valued at $29,000 after buying an additional 20 shares during the last quarter. Bernzott Capital Advisors acquired a new stake in shares of Microsoft in the fourth quarter valued at approximately $34,000. Timmons Wealth Management LLC acquired a new stake in shares of Microsoft in the fourth quarter valued at approximately $36,000. Bayforest Capital Ltd acquired a new stake in shares of Microsoft in the third quarter valued at approximately $38,000. Finally, Fairway Wealth LLC lifted its position in shares of Microsoft by 287.0% in the fourth quarter. Fairway Wealth LLC now owns 89 shares of the software giant's stock valued at $43,000 after buying an additional 66 shares during the last quarter. 71.13% of the stock is currently owned by institutional investors.

Key Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft and EY announced a $1 billion partnership to help enterprises launch and scale AI projects, which could support future Azure usage and Copilot adoption. Microsoft and EY Team to Promote Corporate AI Adoption
• Positive Sentiment: Reports said Anthropic is in talks to rent servers powered by Microsoft’s Maia AI chips, a sign Microsoft’s in-house silicon strategy may be gaining traction with major AI customers. Anthropic in talks to use Microsoft’s AI chips, The Information reports
• Positive Sentiment: Analysts remain constructive on Microsoft’s AI opportunity, with commentary that AI compute demand is becoming a major growth engine for the company. Microsoft, Oracle Stand To Benefit As AI Compute Becomes The New Oil
• Neutral Sentiment: Microsoft’s largest data center in India is still on track to open by mid-2026, reinforcing the company’s ongoing global cloud expansion. Microsoft (MSFT)’s Largest Data Center In India Is On Track To Open By Mid-2026
• Negative Sentiment: Some market coverage focused on concerns that Microsoft’s aggressive AI capex could be weighing on sentiment, with investors questioning whether spending is outrunning near-term returns. Microsoft Falls 12% As AI Spending Concerns Pressure S&P 500
• Negative Sentiment: The UK CMA also opened a probe into Microsoft’s software practices, adding a regulatory overhang to the stock. UK CMA Opens Probe Into Microsoft (MSFT) Software Practices

Insiders Place Their Bets

In other Microsoft news, EVP Amy Coleman sold 1,262 shares of the firm's stock in a transaction on Thursday, May 14th. The stock was sold at an average price of $411.34, for a total transaction of $519,111.08. Following the transaction, the executive vice president owned 46,003 shares in the company, valued at $18,922,874.02. This trade represents a 2.67% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Kathleen T. Hogan sold 12,321 shares of the firm's stock in a transaction on Friday, March 6th. The stock was sold at an average price of $409.52, for a total value of $5,045,695.92. Following the transaction, the executive vice president owned 137,933 shares in the company, valued at approximately $56,486,322.16. This trade 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 Stock Performance

NASDAQ:MSFT opened at $419.09 on Friday. The stock has a 50 day simple moving average of $399.10 and a 200 day simple moving average of $437.61. Microsoft Corporation has a 1-year low of $356.28 and a 1-year high of $555.45. 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 has a market cap of $3.11 trillion, a P/E ratio of 24.95, a PEG ratio of 1.52 and a beta of 1.10.

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, topping analysts' consensus estimates 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 analyst estimates of $81.44 billion. During the same quarter last year, the company earned $3.46 EPS. The company's revenue was up 18.3% on a year-over-year basis. Research analysts anticipate that Microsoft Corporation will post 16.76 earnings per share for the current year.

Microsoft Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, June 11th. Shareholders 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 is Thursday, May 21st. Microsoft's dividend payout ratio (DPR) is 21.67%.

Wall Street Analyst Weigh In

A number of research firms have recently issued reports on MSFT. BNP Paribas Exane cut their price objective on Microsoft from $556.00 to $555.00 and set an "outperform" rating for the company in a research report on Friday, May 1st. Raymond James Financial cut Microsoft from a "market perform" rating to a "market perform" rating in a research report on Tuesday, May 5th. Benchmark reaffirmed a "buy" rating and issued a $525.00 price objective (up from $450.00) on shares of Microsoft in a research report on Tuesday, April 28th. Cantor Fitzgerald cut their price objective on Microsoft to $502.00 and set an "overweight" rating for the company in a research report on Monday, April 27th. Finally, William Blair reaffirmed an "outperform" rating on shares of Microsoft in a research report on Monday, March 9th. Thirty-nine research analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the stock. According to MarketBeat, the company currently has a consensus rating of "Moderate Buy" and a consensus price target of $560.88.

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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