Greenup Street Wealth Management LLC Increases Stake in Microsoft Corporation $MSFT

Key Points

• Greenup Street Wealth Management increased its stake in Microsoft by 50.5% in Q4, buying 4,888 shares to hold 14,560 shares worth $7.041 million (about 1.0% of its portfolio and its 19th largest holding).
• Microsoft beat Q3 expectations (EPS $4.27 vs. $4.06; revenue $82.89B) on strong Azure/cloud and AI momentum, but raised 2026 capex guidance to roughly $190B, prompting investor concern and a ~3.9% stock decline.
• Insider activity and shareholder returns: EVP Kathleen Hogan sold 12,321 shares while Director John W. Stanton bought 5,000 shares, and Microsoft announced a quarterly dividend of $0.91 (yield ~0.9%, ex-dividend May 21).

Greenup Street Wealth Management LLC lifted its position in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 50.5% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 14,560 shares of the software giant's stock after buying an additional 4,888 shares during the quarter. Microsoft makes up approximately 1.0% of Greenup Street Wealth Management LLC's portfolio, making the stock its 19th biggest holding. Greenup Street Wealth Management LLC's holdings in Microsoft were worth $7,041,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also bought and sold shares of MSFT. Dara Capital US Inc. purchased a new position in shares of Microsoft in the fourth quarter worth about $7,268,000. Aldebaran Financial Inc. grew its holdings in shares of Microsoft by 2.0% during the 4th quarter. Aldebaran Financial Inc. now owns 8,932 shares of the software giant's stock worth $4,354,000 after acquiring an additional 176 shares during the period. HF Advisory Group LLC raised its holdings in Microsoft by 1.9% in the fourth quarter. HF Advisory Group LLC now owns 13,042 shares of the software giant's stock worth $6,307,000 after purchasing an additional 243 shares in the last quarter. Fortune Financial Advisors LLC lifted its position in Microsoft by 1.9% during the 4th quarter. Fortune Financial Advisors LLC now owns 7,270 shares of the software giant's stock valued at $3,516,000 after acquiring an additional 137 shares during the period. Finally, Integrated Financial Solutions Inc. lifted its holdings in shares of Microsoft by 1.8% during the fourth quarter. Integrated Financial Solutions Inc. now owns 9,157 shares of the software giant's stock valued at $4,429,000 after purchasing an additional 162 shares during the last quarter. 71.13% of the stock is currently owned by institutional investors.

Trending Headlines about Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Q3 beat and AI/cloud momentum — MSFT beat EPS and revenue expectations, Azure/cloud growth accelerated ~40% and management cited an AI revenue run‑rate near $37B, supporting the long‑term growth story. Microsoft Q3 press release and transcript
• Positive Sentiment: Analysts largely remain bullish — multiple firms reaffirmed Buy/Outperform ratings and some raised targets (Wells Fargo, Piper Sandler and others), reflecting confidence in Azure and AI monetization. Microsoft Wins Buy Rating on Strong AI-Driven Cloud Momentum
• Positive Sentiment: Product traction: Copilot & LinkedIn monetization — management said paid Copilot users and LinkedIn AI hiring products are scaling, which supports higher recurring AI revenue potential. Microsoft says it has over 20m paid Copilot users
• Neutral Sentiment: Wall Street is split — some firms trimmed targets on valuation/spending concerns while others lifted targets on stronger AI monetization; expect continued divergent analyst commentary and price‑target revisions. Wall Street Splits on Microsoft After Earnings
• Neutral Sentiment: Options activity shows speculative bullish interest — unusually large call volume suggests some traders are betting on a rebound even as the stock trades lower (this can amplify intraday moves).
• Negative Sentiment: Heavy capex & margin/cash‑flow concerns — MSFT raised 2026 capex guidance toward ~\$190B and noted a meaningful jump in infrastructure spending; investors sold into the beat, fearing pressure on free cash flow and near‑term returns. Microsoft Falls 5% Despite Q3 Beat: Why $190 Billion in AI Spending Has Investors Worried
• Negative Sentiment: Near‑term target trims and one‑time charges — several firms trimmed targets and Microsoft disclosed charges (e.g., voluntary retirement program) and other near‑term costs, adding to headline risk. Cantor Fitzgerald Cuts Microsoft Price Target

Insider Buying and Selling

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

Microsoft Stock Down 3.9%

Microsoft stock opened at $407.78 on Friday. Microsoft Corporation has a one year low of $356.28 and a one year high of $555.45. The stock has a fifty day moving average of $395.28 and a 200 day moving average of $448.37. The company has a debt-to-equity ratio of 0.09, a quick ratio of 1.38 and a current ratio of 1.39. The stock has a market cap of $3.03 trillion, a PE ratio of 24.27, a price-to-earnings-growth ratio of 1.60 and a beta of 1.11.

Microsoft (NASDAQ:MSFT - Get Free Report) last announced its 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. Microsoft had a return on equity of 33.00% and a net margin of 39.34%.The business had revenue of $82.89 billion for the quarter, compared to analysts' expectations of $81.44 billion. During the same period last year, the firm posted $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, sell-side analysts predict that Microsoft Corporation will post 16.54 EPS for the current year.

Microsoft Announces Dividend

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

Analyst Ratings Changes

Several equities analysts have recently weighed in on the company. Morgan Stanley restated an "overweight" rating on shares of Microsoft in a report on Thursday, January 29th. Phillip Securities upgraded shares of Microsoft from a "moderate buy" rating to a "strong-buy" rating in a report on Sunday, February 1st. Royal Bank Of Canada reiterated a "buy" rating on shares of Microsoft in a research note on Monday. Scotiabank reduced their target price on Microsoft from $600.00 to $550.00 and set an "outperform" rating for the company in a report on Thursday. Finally, Evercore decreased their price target on Microsoft from $580.00 to $510.00 and set an "outperform" rating for the company in a research note on Thursday. One investment analyst has rated the stock with a Strong Buy rating, thirty-eight have issued a Buy rating and five have given a Hold rating to the stock. According to MarketBeat.com, Microsoft currently has an average rating of "Moderate Buy" and a consensus target price of $558.67.

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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