Impact Partnership Wealth LLC Acquires 1,767 Shares of Microsoft Corporation $MSFT

Key Points

• Impact Partnership Wealth LLC increased its Microsoft stake by 19.8% in the first quarter, buying 1,767 additional shares and bringing its total holdings to 10,704 shares worth about $3.96 million.
• Microsoft’s latest earnings beat expectations, with revenue of $82.89 billion and EPS of $4.27 topping analyst estimates, while revenue rose 18.3% year over year.
• Wall Street remains broadly positive on the stock, with 41 Buy ratings versus seven Hold ratings and a consensus price target of $559.84, even as the shares trade well below their 52-week high.

Impact Partnership Wealth LLC raised its holdings in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 19.8% in the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 10,704 shares of the software giant's stock after buying an additional 1,767 shares during the period. Microsoft comprises approximately 0.5% of Impact Partnership Wealth LLC's portfolio, making the stock its 29th largest position. Impact Partnership Wealth LLC's holdings in Microsoft were worth $3,962,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently modified their holdings of MSFT. Ellenbecker Investment Group increased its holdings in shares of Microsoft by 1.5% in the first quarter. Ellenbecker Investment Group now owns 11,065 shares of the software giant's stock worth $4,096,000 after buying an additional 167 shares during the period. Exeter Financial LLC boosted its holdings in Microsoft by 3.4% during the 1st quarter. Exeter Financial LLC now owns 19,181 shares of the software giant's stock valued at $7,100,000 after acquiring an additional 624 shares during the period. MQS Management LLC bought a new position in Microsoft during the 1st quarter worth approximately $510,000. Ferguson Shapiro LLC grew its position in Microsoft by 13.4% during the 1st quarter. Ferguson Shapiro LLC now owns 3,905 shares of the software giant's stock worth $1,445,000 after acquiring an additional 460 shares during the last quarter. Finally, SMART Wealth LLC increased its stake in Microsoft by 1.3% in the 1st quarter. SMART Wealth LLC now owns 4,086 shares of the software giant's stock worth $1,512,000 after purchasing an additional 51 shares during the period. 71.13% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

Several analysts have weighed in on MSFT shares. BNP Paribas Exane lowered their price objective on Microsoft from $556.00 to $555.00 and set an "outperform" rating for the company in a research report on Friday, May 1st. Phillip Securities upgraded shares of Microsoft to a "buy" rating and set a $485.00 price target for the company in a report on Wednesday, May 13th. Royal Bank Of Canada reissued a "buy" rating on shares of Microsoft in a research report on Friday, May 22nd. Weiss Ratings reissued a "hold (c)" rating on shares of Microsoft in a report on Monday. Finally, Benchmark restated a "buy" rating and issued a $525.00 price objective (up from $450.00) on shares of Microsoft in a research report on Tuesday, April 28th. Forty-one investment analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company. According to MarketBeat, the company presently has a consensus rating of "Moderate Buy" and an average price target of $559.84.

Microsoft Price Performance

Shares of Microsoft stock opened at $385.10 on Friday. 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 $2.86 trillion, a PE ratio of 22.92, a P/E/G ratio of 1.20 and a beta of 1.13. The business has a 50 day moving average of $402.33 and a 200 day moving average of $414.58. Microsoft Corporation has a 52 week low of $349.20 and a 52 week high of $555.45.

Microsoft (NASDAQ:MSFT - Get Free Report) last released its quarterly earnings results on Wednesday, April 29th. The software giant reported $4.27 earnings per share for the quarter, beating the consensus estimate of $4.06 by $0.21. The business had revenue of $82.89 billion for the quarter, compared to analysts' expectations of $81.44 billion. Microsoft had a net margin of 39.34% and a return on equity of 31.94%. The firm's revenue for the quarter 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. As a group, equities research analysts forecast that Microsoft Corporation will post 16.76 earnings per share for the current year.

Microsoft Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Thursday, August 20th will be given a $0.91 dividend. This represents a $3.64 annualized dividend and a dividend yield of 0.9%. The ex-dividend date of this dividend is Thursday, August 20th. Microsoft's dividend payout ratio (DPR) is currently 21.67%.

Key Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Argus lowered its price target on Microsoft but kept a buy rating, still implying roughly 32% upside from current levels. Benzinga / The Fly report on Argus price target cut
• Positive Sentiment: Analysts and market commentary continue to point to Microsoft’s AI and Azure buildout as a long-term driver, with one piece arguing that AI data centers are effectively “pre-sold,” suggesting strong demand for Microsoft’s infrastructure spending. Article on AI spending returns
• Positive Sentiment: Microsoft’s recent earnings showed the company beat expectations on both revenue and EPS, reinforcing that the core business remains healthy despite the stock’s weak price action.
• Neutral Sentiment: Microsoft’s Xbox/gaming unit is facing restructuring under Asha Sharma, including layoffs and tough decisions about studio strategy, which adds uncertainty but could improve efficiency over time. FT article on Xbox changes
• Neutral Sentiment: The Federal Reserve named Xbox CEO Asha Sharma to a jobs-and-productivity task force, keeping Microsoft in the policy conversation around AI and labor, but with no immediate financial impact. Yahoo Finance report on Fed task force
• Negative Sentiment: Multiple law firms issued notices about a securities fraud class action tied to alleged AI/Copilot misrepresentations, increasing headline risk and investor caution. PR Newswire lawsuit notice
• Negative Sentiment: Reports that Starbucks is building internal AI to replace some Microsoft software underscore a broader threat: customers may use AI to reduce reliance on Microsoft’s enterprise products, which could pressure future software revenue. MarketBeat Starbucks AI cost-cutting article
• Negative Sentiment: Microsoft’s AI expansion is also drawing criticism over rising emissions and heavy capital spending, feeding worries that the company is paying more for growth while investors question the payback period. TechXplore emissions report

Insider Activity

In other news, EVP Amy Coleman sold 1,262 shares of Microsoft stock in a transaction dated Thursday, May 14th. The shares were sold at an average price of $411.34, for a total transaction of $519,111.08. Following the sale, the executive vice president owned 46,003 shares of the company's stock, valued at approximately $18,922,874.02. The trade was a 2.67% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CEO Judson Althoff sold 15,500 shares of the business's stock in a transaction dated Monday, June 1st. The shares were sold at an average price of $460.99, for a total transaction of $7,145,345.00. Following the transaction, the chief executive officer owned 110,477 shares in the company, valued at $50,928,792.23. This represents a 12.30% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 23,762 shares of company stock valued at $10,508,361. Corporate insiders own 0.03% of the company's stock.

Microsoft Company 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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