Galvin Gaustad & Stein LLC Acquires 1,802 Shares of Microsoft Corporation $MSFT

Key Points

• Galvin Gaustad & Stein LLC increased its Microsoft stake by 2.6% in Q4, buying 1,802 shares to hold 70,419 shares valued at about $34.06 million, making MSFT roughly 2.7% of the firm's portfolio and its third-largest holding.
• Microsoft beat Q3 expectations with $4.27 EPS vs. $4.06 and $82.89 billion in revenue, driven by 40%+ Azure/cloud growth and accelerating AI monetization, but elevated capex (roughly $190B guidance) has raised near-term free-cash-flow and valuation concerns among some analysts.
• Insider activity was mixed: Director John W. Stanton bought 5,000 shares while EVP Kathleen T. Hogan sold 12,321 shares, and company insiders collectively own about 0.03% of MSFT stock.

Galvin Gaustad & Stein LLC grew its holdings in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 2.6% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 70,419 shares of the software giant's stock after purchasing an additional 1,802 shares during the quarter. Microsoft makes up approximately 2.7% of Galvin Gaustad & Stein LLC's portfolio, making the stock its 3rd largest holding. Galvin Gaustad & Stein LLC's holdings in Microsoft were worth $34,056,000 as of its most recent SEC filing.

Other large investors have also modified their holdings of the company. IRON Financial LLC boosted its position in Microsoft by 23.2% during the third quarter. IRON Financial LLC now owns 6,510 shares of the software giant's stock worth $3,372,000 after acquiring an additional 1,225 shares during the last quarter. PMG Family Office LLC acquired a new stake in Microsoft during the third quarter worth approximately $828,000. Trifecta Capital Advisors LLC boosted its position in Microsoft by 2.3% during the third quarter. Trifecta Capital Advisors LLC now owns 70,175 shares of the software giant's stock worth $36,347,000 after acquiring an additional 1,572 shares during the last quarter. TD Waterhouse Canada Inc. boosted its position in Microsoft by 1.0% during the third quarter. TD Waterhouse Canada Inc. now owns 949,901 shares of the software giant's stock worth $493,860,000 after acquiring an additional 9,700 shares during the last quarter. Finally, Weaver Capital Management LLC boosted its position in Microsoft by 14.0% during the third quarter. Weaver Capital Management LLC now owns 18,340 shares of the software giant's stock worth $9,499,000 after acquiring an additional 2,247 shares during the last quarter. 71.13% of the stock is currently owned by institutional investors and hedge funds.

Microsoft News Summary

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

Insiders Place Their Bets

In other Microsoft news, Director John W. Stanton bought 5,000 shares of the business's stock in a transaction dated Wednesday, February 18th. The shares were acquired at an average price of $397.35 per share, with a total value of $1,986,750.00. Following the purchase, the director owned 83,905 shares in the company, valued at approximately $33,339,651.75. The trade was a 6.34% increase in their position. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, EVP Kathleen T. Hogan sold 12,321 shares of the firm's stock in a transaction on Friday, March 6th. The shares were sold at an average price of $409.52, for a total transaction of $5,045,695.92. Following the completion of the transaction, the executive vice president directly owned 137,933 shares in the company, valued at approximately $56,486,322.16. This represents a 8.20% decrease in their position. The SEC filing for this sale provides additional information. Company insiders own 0.03% of the company's stock.

Microsoft Stock Performance

NASDAQ:MSFT opened at $414.41 on Monday. The company has a quick ratio of 1.27, a current ratio of 1.28 and a debt-to-equity ratio of 0.08. The company has a market cap of $3.08 trillion, a P/E ratio of 24.67, a P/E/G ratio of 1.55 and a beta of 1.10. Microsoft Corporation has a fifty-two week low of $356.28 and a fifty-two week high of $555.45. The firm's 50 day moving average is $395.28 and its two-hundred day moving average is $447.45.

Microsoft (NASDAQ:MSFT - Get Free Report) last issued its earnings results 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 the consensus estimate of $81.44 billion. During the same quarter last year, the firm posted $3.46 EPS. The business's revenue for the quarter was up 18.3% compared to the same quarter last year. Analysts expect that Microsoft Corporation will post 16.68 EPS for the current year.

Microsoft Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, June 11th. Stockholders of record on Thursday, May 21st will be paid a $0.91 dividend. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.9%. The ex-dividend date of this dividend is Thursday, May 21st. Microsoft's dividend payout ratio (DPR) is currently 21.67%.

Analysts Set New Price Targets

A number of analysts recently issued reports on the stock. DZ Bank restated a "buy" rating on shares of Microsoft in a research report on Thursday. Jefferies Financial Group reaffirmed a "buy" rating on shares of Microsoft in a research note on Friday, April 24th. Bank of America assumed coverage on shares of Microsoft in a research note on Tuesday, March 24th. They set a "buy" rating and a $500.00 price target on the stock. BMO Capital Markets cut their price target on shares of Microsoft from $575.00 to $505.00 and set an "outperform" rating on the stock in a research note on Tuesday, April 28th. Finally, Evercore cut their price target on shares of Microsoft from $580.00 to $510.00 and set an "outperform" rating on the stock in a research note on Thursday. One equities research analyst has rated the stock with a Strong Buy rating, thirty-eight have given a Buy rating and five have assigned a Hold rating to the company's stock. Based on data from MarketBeat, Microsoft has a consensus rating of "Moderate Buy" and a consensus target price of $556.15.

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).

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.