High Point Wealth Management LLC Invests $846,000 in Microsoft Corporation $MSFT

Key Points

• High Point Wealth Management initiated a new position in Microsoft, buying 1,750 shares valued at about $846,000 in the fourth quarter.
• Microsoft continues to attract major institutional interest, with 71.13% of shares owned by institutions and hedge funds, even as some executives recently sold stock.
• The article highlights ongoing AI-driven catalysts for Microsoft, including partnerships and product integrations, while noting the stock was trading around $418.57 after a slight decline.

High Point Wealth Management LLC bought a new position in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund bought 1,750 shares of the software giant's stock, valued at approximately $846,000.

Other institutional investors and hedge funds have also made changes to their positions in the company. Longfellow Investment Management Co. LLC boosted its holdings in shares of Microsoft by 51.3% during the 2nd quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant's stock worth $29,000 after purchasing an additional 20 shares during the last quarter. Bayforest Capital Ltd acquired a new position in Microsoft in the third quarter valued at approximately $38,000. Fairway Wealth LLC lifted its holdings in 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 acquiring an additional 66 shares during the last quarter. Sellwood Investment Partners LLC acquired a new position in Microsoft in the third quarter valued at approximately $49,000. Finally, University of Illinois Foundation acquired a new position in Microsoft in the second quarter valued at approximately $50,000. 71.13% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

In other Microsoft news, EVP Kathleen T. Hogan sold 12,321 shares of the business's stock in a transaction that occurred 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 sale, the executive vice president owned 137,933 shares of the company's stock, valued at $56,486,322.16. The trade was a 8.20% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, EVP Amy Coleman sold 1,262 shares of the business's 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 completion of the sale, the executive vice president directly owned 46,003 shares in the company, valued at approximately $18,922,874.02. The trade was a 2.67% decrease in their position. The SEC filing for this sale provides additional information. 0.03% of the stock is owned by insiders.

Trending Headlines about Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft is reportedly deepening its AI strategy through talks with Anthropic over use of its Maia AI chips, which could expand demand for Microsoft’s custom silicon and strengthen its position in AI infrastructure. Anthropic in talks to use Microsoft's AI chips, The Information reports
• Positive Sentiment: OpenAI’s reported integration of ChatGPT into Microsoft PowerPoint highlights tighter product tie-ins that could boost adoption of Microsoft 365 Copilot and broader enterprise AI usage. ChatGPT Lands in Microsoft PowerPoint
• Positive Sentiment: Microsoft and EY announced a $1 billion partnership to accelerate corporate AI adoption, reinforcing expectations that Microsoft can monetize AI across large enterprise customers. Microsoft and EY Team to Promote Corporate AI Adoption
• Positive Sentiment: Several articles and analyst notes framed MSFT as an undervalued momentum name with AI catalysts building, including RBC reiterating a buy rating, which may be supporting shares. Microsoft had its "buy" rating reaffirmed by Royal Bank Of Canada
• Neutral Sentiment: Microsoft is undergoing an internal AI-era leadership reset, including the planned departure of longtime executive Yusuf Mehdi, which signals strategic change but also adds some organizational uncertainty. Microsoft veteran executive Yusuf Mehdi is leaving after the next fiscal year
• Negative Sentiment: Some coverage focused on Microsoft’s GitHub outages and higher AI operating costs, raising questions about execution, infrastructure strain, and whether AI usage is becoming too expensive to scale smoothly. Microsoft's GitHub was positioned to win the AI coding race. Outages got in the way
• Negative Sentiment: The Gates Foundation’s sale of its remaining Microsoft stake was a headline overhang, though it appears more like portfolio rebalancing than a direct read on Microsoft’s fundamentals. The Gates Foundation Sold All of Its Remaining Microsoft Stock. Should Investors Be Worried?

Microsoft Stock Down 0.1%

Shares of NASDAQ MSFT opened at $418.57 on Friday. The firm has a market cap of $3.11 trillion, a price-to-earnings ratio of 24.91, a PEG ratio of 1.51 and a beta of 1.10. The company has a quick ratio of 1.27, a current ratio of 1.28 and a debt-to-equity ratio of 0.08. Microsoft Corporation has a 52-week low of $356.28 and a 52-week high of $555.45. The business's 50 day moving average is $399.38 and its two-hundred day moving average is $437.48.

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, beating 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 return on equity of 31.94% and a net margin of 39.34%.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 company earned $3.46 earnings per share. Research analysts predict that Microsoft Corporation will post 16.76 EPS for the current year.

Microsoft Dividend Announcement

The company also recently announced 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 of this dividend is Thursday, May 21st. This represents a $3.64 dividend on an annualized basis and a yield of 0.9%. Microsoft's payout ratio is presently 21.67%.

Analyst Ratings Changes

A number of research analysts recently commented on MSFT shares. UBS Group reiterated a "buy" rating on shares of Microsoft in a report on Friday, April 24th. Robert W. Baird decreased their price objective on Microsoft from $540.00 to $500.00 and set an "outperform" rating on the stock in a report on Wednesday, April 15th. Citigroup upped their price objective on Microsoft from $600.00 to $620.00 and gave the company a "buy" rating in a report on Thursday, April 30th. Benchmark reiterated a "buy" rating and issued a $525.00 price objective (up from $450.00) on shares of Microsoft in a report on Tuesday, April 28th. Finally, Mizuho decreased their price objective on Microsoft from $620.00 to $515.00 and set an "outperform" rating on the stock in a report on Tuesday, April 14th. Thirty-nine equities research analysts have rated the stock with a Buy rating and seven have given a Hold rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and a consensus target price of $560.88.

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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