Iams Wealth Management LLC Raises Stock Position in Microsoft Corporation $MSFT

Key Points

• Iams Wealth Management LLC increased its Microsoft stake by 22.3% in the fourth quarter, buying 2,581 additional shares and bringing its total holdings to 14,142 shares valued at about $6.84 million.
• Microsoft continues to attract institutional interest more broadly, with 71.13% of shares held by institutional investors and several hedge funds recently adding new positions in the stock.
• The article highlights ongoing positive fundamentals: Microsoft beat quarterly earnings and revenue expectations, raised bullish analyst commentary around Azure and AI growth, and announced a $0.91 quarterly dividend.

Iams Wealth Management LLC grew its stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 22.3% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 14,142 shares of the software giant's stock after buying an additional 2,581 shares during the quarter. Microsoft comprises 2.5% of Iams Wealth Management LLC's holdings, making the stock its 4th biggest position. Iams Wealth Management LLC's holdings in Microsoft were worth $6,841,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Longfellow Investment Management Co. LLC raised its position 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 buying an additional 20 shares in the last quarter. Bayforest Capital Ltd bought a new stake in shares of Microsoft during the 3rd quarter worth about $38,000. LSV Asset Management bought a new stake in shares of Microsoft during the 4th quarter worth about $44,000. Sellwood Investment Partners LLC bought a new stake in shares of Microsoft during the 3rd quarter worth about $49,000. Finally, Daytona Street Capital LLC bought a new stake in shares of Microsoft during the 4th quarter worth about $50,000. 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 continues to draw bullish analyst commentary, with multiple firms raising or reaffirming price targets after the company’s strong earnings beat and Azure growth, reinforcing the view that core business momentum remains solid.
• Positive Sentiment: New reports suggest Microsoft’s AI ecosystem is still gaining traction, including partner milestones tied to Copilot and AI cloud services, which supports the case for continued enterprise adoption.
• Positive Sentiment: Several hedge funds and asset managers have recently added to Microsoft positions, indicating that some large investors still view MSFT as a long-term AI and cloud leader.
• Neutral Sentiment: Microsoft partnered with CAISI and AISI to advance AI model testing standards, a policy-and-safety focused update that may help its enterprise credibility but is unlikely to move the stock on its own.
• Neutral Sentiment: Reports that Microsoft is considering adjustments to its renewable-energy targets and offering voluntary retirement packages reflect ongoing cost and infrastructure pressures, but these items are more strategic than immediately material to revenue.
• Negative Sentiment: Market attention is centered on TCI’s reduced stake and the broader “AI anxiety” trade, with investors worried Microsoft may be spending heavily on AI infrastructure before the payoff becomes clearer.
• Negative Sentiment: Some commentary also points to temporary margin pressure from elevated AI and data-center spending, which could weigh on near-term profitability even as growth remains strong.

Microsoft Stock Performance

Shares of MSFT opened at $415.00 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 company has a market capitalization of $3.08 trillion, a PE ratio of 24.70, a PEG ratio of 1.52 and a beta of 1.10. Microsoft Corporation has a 52 week low of $356.28 and a 52 week high of $555.45. The company's 50 day moving average price is $396.79 and its 200 day moving average price is $445.39.

Microsoft (NASDAQ:MSFT - Get Free Report) last posted its earnings results on Wednesday, April 29th. The software giant reported $4.27 EPS for the quarter, topping the consensus estimate of $4.06 by $0.21. The company had revenue of $82.89 billion during the quarter, compared to the consensus estimate of $81.44 billion. Microsoft had a net margin of 39.34% and a return on equity of 31.94%. The company's revenue for the quarter was up 18.3% compared to the same quarter last year. During the same period in the previous year, the firm posted $3.46 earnings per share. Research analysts expect that Microsoft Corporation will post 16.76 EPS for the current fiscal year.

Microsoft Dividend Announcement

The company also recently disclosed 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 is Thursday, May 21st. Microsoft's payout ratio is presently 21.67%.

Insiders Place Their Bets

In related news, EVP Kathleen T. Hogan sold 12,321 shares of the company'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 $56,486,322.16. This represents a 8.20% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, Director John W. Stanton bought 5,000 shares of the business's stock in a transaction that occurred on Wednesday, February 18th. The shares were bought at an average price of $397.35 per share, with a total value of $1,986,750.00. Following the completion of 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 ownership of the stock. The SEC filing for this purchase provides additional information. 0.03% of the stock is currently owned by insiders.

Analysts Set New Price Targets

A number of research firms have commented on MSFT. Cantor Fitzgerald dropped their price target on shares of Microsoft to $502.00 and set an "overweight" rating on the stock in a research report on Monday, April 27th. William Blair reiterated an "outperform" rating on shares of Microsoft in a report on Monday, March 9th. Stifel Nicolaus boosted their target price on shares of Microsoft from $392.00 to $415.00 and gave the stock a "hold" rating in a report on Thursday, April 30th. Raymond James Financial downgraded shares of Microsoft from a "market perform" rating to a "market perform" rating in a report on Tuesday. Finally, Truist Financial dropped their target price on shares of Microsoft from $675.00 to $575.00 and set a "buy" rating on the stock in a report on Thursday, April 30th. One equities research analyst has rated the stock with a Strong Buy rating, thirty-eight have given a Buy rating and seven have assigned a Hold rating to the company. According to data from MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and an average price target of $562.69.

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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