GR Financial Group LLC Purchases 1,568 Shares of Microsoft Corporation $MSFT

Key Points

• GR Financial Group LLC increased its Microsoft stake by 24.2% in the fourth quarter, buying 1,568 additional shares and bringing its total holdings to 8,044 shares worth about $3.89 million.
• Microsoft’s fundamentals remain strong: the company recently beat earnings and revenue estimates, reported 18.3% year-over-year revenue growth, and continues to benefit from bullish analyst coverage with a consensus “Moderate Buy” rating.
• Insider selling and AI spending concerns are creating some caution, with executives including EVP Amy Coleman and CEO Judson Althoff recently selling shares, even as Microsoft pushes ahead with major AI investments and product updates.

GR Financial Group LLC raised its holdings in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 24.2% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 8,044 shares of the software giant's stock after acquiring an additional 1,568 shares during the period. Microsoft makes up 0.9% of GR Financial Group LLC's holdings, making the stock its 4th largest position. GR Financial Group LLC's holdings in Microsoft were worth $3,890,000 as of its most recent SEC filing.

Several other hedge funds have also recently added to or reduced their stakes in the business. BLVD Private Wealth LLC increased its holdings in shares of Microsoft by 0.6% during the third quarter. BLVD Private Wealth LLC now owns 3,169 shares of the software giant's stock valued at $1,641,000 after purchasing an additional 19 shares during the period. Magnolia Capital Management Ltd. increased its stake in shares of Microsoft by 0.3% during the third quarter. Magnolia Capital Management Ltd. now owns 6,509 shares of the software giant's stock valued at $3,371,000 after acquiring an additional 20 shares during the period. ARK & TLK Investments LLC increased its stake in shares of Microsoft by 1.0% during the third quarter. ARK & TLK Investments LLC now owns 1,935 shares of the software giant's stock valued at $1,002,000 after acquiring an additional 20 shares during the period. Rochester Wealth Strategies LLC increased its stake in shares of Microsoft by 2.9% during the third quarter. Rochester Wealth Strategies LLC now owns 700 shares of the software giant's stock valued at $363,000 after acquiring an additional 20 shares during the period. Finally, Longfellow Investment Management Co. LLC increased its stake in shares of Microsoft by 51.3% during the second quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant's stock valued at $29,000 after acquiring an additional 20 shares during the period. Institutional investors own 71.13% of the company's stock.

Insider Activity at Microsoft

In other Microsoft news, EVP Amy Coleman sold 1,262 shares of Microsoft stock in a transaction that occurred on Thursday, May 14th. The shares were sold at an average price of $411.34, for a total value of $519,111.08. Following the transaction, the executive vice president owned 46,003 shares in the company, valued at approximately $18,922,874.02. The trade was a 2.67% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, CEO Judson Althoff sold 15,500 shares of Microsoft stock in a transaction that occurred on 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 transaction, 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 position. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 0.03% of the company's stock.

Microsoft Trading Up 0.2%

Microsoft stock opened at $428.05 on Friday. The company has a debt-to-equity ratio of 0.08, a quick ratio of 1.27 and a current ratio of 1.28. The firm has a market cap of $3.18 trillion, a price-to-earnings ratio of 25.48, a price-to-earnings-growth ratio of 1.54 and a beta of 1.11. Microsoft Corporation has a 1 year low of $356.28 and a 1 year high of $555.45. The firm's 50 day moving average price is $406.72 and its two-hundred day moving average price is $432.18.

Microsoft (NASDAQ:MSFT - Get Free Report) last posted its quarterly earnings results on Wednesday, April 29th. The software giant reported $4.27 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.06 by $0.21. The firm 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%. The firm's quarterly revenue was up 18.3% compared to the same quarter last year. During the same quarter in the previous year, the business posted $3.46 earnings per share. On average, research analysts predict that Microsoft Corporation will post 16.76 EPS for the current fiscal year.

Microsoft Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, June 11th. Shareholders of record on Thursday, May 21st will be given a $0.91 dividend. The ex-dividend date is Thursday, May 21st. This represents a $3.64 annualized dividend and a yield of 0.9%. Microsoft's payout ratio is 21.67%.

Wall Street Analyst Weigh In

A number of research analysts recently commented on MSFT shares. Guggenheim reiterated a "buy" rating and set a $586.00 price objective on shares of Microsoft in a research note on Thursday, April 30th. William Blair reiterated an "outperform" rating on shares of Microsoft in a research note on Monday, March 9th. Rothschild & Co Redburn lowered their price objective 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. Wells Fargo & Company raised their price objective on shares of Microsoft from $625.00 to $650.00 and gave the company an "overweight" rating in a research note on Monday. Finally, Phillip Securities upgraded shares of Microsoft to a "buy" rating and set a $485.00 price objective on the stock in a research note on Wednesday, May 13th. Forty-one analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company. According to MarketBeat, Microsoft currently has an average rating of "Moderate Buy" and a consensus price target of $561.20.

Key Stories Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft used Build 2026 to unveil new in-house AI models, agent tools, Windows upgrades, and quantum computing progress, reinforcing its long-term AI growth story and reducing reliance on OpenAI. Analysts Say Buy Microsoft Stock (MSFT) after Build 2026 Reinforces AI Growth Story
• Positive Sentiment: Jefferies and other Wall Street commentators praised Microsoft’s model-agnostic enterprise AI strategy, saying its platform, governance tools, and Azure ecosystem position it well in the enterprise AI race. Microsoft's model-agnostic AI strategy earns praise from Jefferies
• Positive Sentiment: Analysts reiterated bullish views and price targets, including TD Cowen’s reaffirmed Buy rating, which supports the view that MSFT still has meaningful upside if AI revenue keeps scaling. Microsoft reiterated buy rating and price target
• Positive Sentiment: Microsoft’s AI revenue run rate reportedly crossed $37 billion, and multiple reports highlighted strong Azure and Copilot demand, suggesting monetization is accelerating. Microsoft's AI Revenue Run Rate Just Crossed $37 Billion. Is It the Best AI Stock to Buy Now?
• Neutral Sentiment: Microsoft’s Q3 results beat estimates on both revenue and EPS, but some coverage said the stock still fell after the report because investors remain cautious about how much AI spending will pressure margins. Microsoft (MSFT) Slid Despite Top and Bottom-Line Beats
• Neutral Sentiment: Microsoft’s new healthcare AI partnership with Mayo Clinic and other collaborations broaden the AI story, but they are still early-stage and not yet major financial drivers. Microsoft Bets Big On Healthcare AI, Teams Up With Mayo Clinic
• Negative Sentiment: Judson Althoff sold 15,500 shares, which can create short-term concern even though the sale was modest relative to his remaining stake. Microsoft NASDAQ: MSFT CEO Sells $7,145,345.00 in Stock
• Negative Sentiment: Several articles noted lingering worries about heavy AI capex, OpenAI relationship strain, and pricing pressure in GitHub Copilot, which could weigh on sentiment if investors question the payoff from Microsoft’s spending spree. GitHub Copilot users get a rude awakening as new AI pricing goes into effect

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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