Kelsey Financial LLC Invests $1.03 Million in Microsoft Corporation $MSFT

Key Points

• Kelsey Financial LLC opened a new position in Microsoft, buying 2,128 shares worth approximately $1.03 million, which represents about 0.9% of its portfolio and is its 18th largest holding.
• Microsoft beat expectations in the most recent quarter with EPS of $4.27 versus $4.06 and revenue of $82.89B (up 18.3% year‑over‑year), and while analysts remain broadly bullish (consensus price target ~$556.15), investors are weighing strong AI/cloud momentum against elevated capex concerns.
• The company announced a quarterly dividend of $0.91 (annualized $3.64, yield ~0.9%) with an ex‑dividend date of May 21 and payment on June 11; insider activity included an EVP selling ~12,321 shares and a director buying 5,000 shares.

Kelsey Financial LLC bought a new position in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor bought 2,128 shares of the software giant's stock, valued at approximately $1,029,000. Microsoft accounts for about 0.9% of Kelsey Financial LLC's investment portfolio, making the stock its 18th biggest position.

A number of other institutional investors also recently modified their holdings of the company. Burney Co. raised its position in shares of Microsoft by 13.4% during the fourth quarter. Burney Co. now owns 162,488 shares of the software giant's stock worth $78,582,000 after purchasing an additional 19,189 shares during the period. Legacy Financial Strategies LLC raised its position in shares of Microsoft by 0.8% during the fourth quarter. Legacy Financial Strategies LLC now owns 9,961 shares of the software giant's stock worth $4,818,000 after purchasing an additional 75 shares during the period. U.S. Capital Wealth Advisors LLC raised its position in shares of Microsoft by 1.2% during the fourth quarter. U.S. Capital Wealth Advisors LLC now owns 122,602 shares of the software giant's stock worth $59,293,000 after purchasing an additional 1,449 shares during the period. PMG Wealth Management Inc. raised its position in shares of Microsoft by 0.9% during the fourth quarter. PMG Wealth Management Inc. now owns 4,049 shares of the software giant's stock worth $1,958,000 after purchasing an additional 37 shares during the period. Finally, Blue Sky Capital Consultants Group Inc. raised its position in shares of Microsoft by 5.3% during the fourth quarter. Blue Sky Capital Consultants Group Inc. now owns 11,963 shares of the software giant's stock worth $5,786,000 after purchasing an additional 601 shares during the period. 71.13% of the stock is owned by institutional investors and hedge funds.

Microsoft Trading Up 1.6%

Shares of Microsoft stock opened at $414.41 on Friday. Microsoft Corporation has a 1 year low of $356.28 and a 1 year high of $555.45. The firm has a market cap of $3.08 trillion, a PE ratio of 24.67, a P/E/G ratio of 1.53 and a beta of 1.10. The stock has a fifty day moving average price of $395.28 and a 200-day moving average price of $448.37. The company has a debt-to-equity ratio of 0.08, a current ratio of 1.28 and a quick ratio of 1.38.

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 the consensus estimate of $4.06 by $0.21. Microsoft had a return on equity of 31.94% and a net margin of 39.34%.The firm had revenue of $82.89 billion during the quarter, compared to analyst estimates of $81.44 billion. During the same period last year, the firm posted $3.46 EPS. The business's revenue was up 18.3% compared to the same quarter last year. Equities research analysts anticipate that Microsoft Corporation will post 16.6 EPS for the current year.

Microsoft Dividend Announcement

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

Analyst Upgrades and Downgrades

A number of research firms recently commented on MSFT. Stifel Nicolaus increased their price target on Microsoft from $392.00 to $415.00 and gave the company a "hold" rating in a research report on Thursday. Evercore lowered their price target on Microsoft from $580.00 to $510.00 and set an "outperform" rating for the company in a research report on Thursday. Sanford C. Bernstein increased their price target on Microsoft from $641.00 to $646.00 and gave the company an "outperform" rating in a research report on Thursday. UBS Group reissued a "buy" rating on shares of Microsoft in a research report on Friday, April 24th. Finally, JPMorgan Chase & Co. lowered their price target on Microsoft from $575.00 to $550.00 and set an "overweight" rating for the company in a research report on Thursday, January 29th. One analyst has rated the stock with a Strong Buy rating, thirty-eight have issued a Buy rating and five have assigned a Hold rating to the stock. According to data from MarketBeat, Microsoft presently has an average rating of "Moderate Buy" and a consensus price target of $556.15.

Insider Buying and Selling at Microsoft

In other news, EVP Kathleen T. Hogan sold 12,321 shares of the firm's stock in a transaction on Friday, March 6th. The stock was 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 $56,486,322.16. This trade represents a 8.20% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, Director John W. Stanton bought 5,000 shares of the firm's stock in a transaction dated Wednesday, February 18th. The shares were acquired at an average cost of $397.35 per share, with a total value of $1,986,750.00. Following the completion of the transaction, 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. Company insiders own 0.03% of the company's stock.

Key Headlines Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Q3 results and the earnings call highlighted 40%+ Azure/cloud growth and accelerating AI monetization, giving investors confidence in the company’s long-term AI revenue runway. Microsoft Earnings Call: AI Growth Surges, Margins Squeezed
• Positive Sentiment: The U.S. Pentagon signed agreements allowing Microsoft’s AI tech on classified networks — a credibility and contract win that can translate into long-term, high‑value government revenue. Pentagon inks deals with Nvidia, Microsoft and AWS to deploy AI on classified networks
• Positive Sentiment: Analyst actions include several price‑target raises and reaffirmations (Benchmark raised to $525, others keep buy ratings), signaling continued bullish conviction among some buy‑side firms. Microsoft Corp. (MSFT) Price Target Increased to $525 by Benchmark
• Positive Sentiment: Product catalyst: rollout of Windows 11’s new Xbox Mode supports consumer engagement and adds a near‑term, tangible product story for the stock. Microsoft Stock (MSFT) Jumps on Windows 11 Xbox Mode Rollout
• Neutral Sentiment: The revised Microsoft–OpenAI relationship (ending exclusivity) is being parsed by markets: it reduces some exclusivity upside but clarifies commercial terms that could be neutral-to-positive longer term depending on monetization. Microsoft and OpenAI Just Ended Their Exclusive Deal, and Wall Street Is Trying Hard to Shake Off the Negatives for MSFT Stock
• Neutral Sentiment: Commentary from TV/hosts (e.g., Jim Cramer) describes MSFT as attractively valued but notes limited new messaging on the call — this shapes retail sentiment but isn’t new fundamental data. Jim Cramer on Microsoft: “Maybe You Can Consider It Cheap, But It’s Software”
• Negative Sentiment: Investors remain focused on record capex (roughly $190B guidance) and the near‑term hit to free cash flow — that spending narrative caused the post‑earnings pullback and continues to cap the multiple. Beat meets bill: MSFT stock slips on AI expenditure concerns despite strong Q3
• Negative Sentiment: Goldman’s note flagging extreme cloud cash burn and other outlets highlighting the industry’s rising AI capex raises concern that spending could pressure margins and returns if monetization lags. Microsoft, Amazon On Watch ― Goldman Sounds Alarm On 90% Cloud Cash Burn
• Negative Sentiment: Some brokers trimmed price targets or cut upside on valuation as they bake in capex risk (HSBC cut its target), keeping a portion of the market cautious. HSBC Cuts Microsoft Price Target to $571 From $593

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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