Legacy Advisors LLC Purchases 3,757 Shares of Microsoft Corporation $MSFT

Key Points

• Legacy Advisors LLC increased its Microsoft stake by 13.4% in the fourth quarter, buying 3,757 additional shares and bringing its total holdings to 31,719 shares worth about $15.34 million.
• Several other institutional investors also boosted their Microsoft positions, and 71.13% of the stock is owned by institutions, showing broad professional investor interest.
• Microsoft reported strong quarterly results, with earnings and revenue both beating expectations, while analysts remain broadly bullish with a consensus rating of “Moderate Buy” and an average price target of $560.88.

Legacy Advisors LLC grew its holdings in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 13.4% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 31,719 shares of the software giant's stock after acquiring an additional 3,757 shares during the period. Microsoft accounts for 1.3% of Legacy Advisors LLC's portfolio, making the stock its 14th largest holding. Legacy Advisors LLC's holdings in Microsoft were worth $15,340,000 as of its most recent SEC filing.

Several other institutional investors have also added to or reduced their stakes in the business. Purus Wealth Management LLC raised its position in Microsoft by 0.7% in the fourth quarter. Purus Wealth Management LLC now owns 14,066 shares of the software giant's stock worth $6,802,000 after acquiring an additional 100 shares during the period. DSG Capital Advisors LLC raised its position in Microsoft by 1.3% in the fourth quarter. DSG Capital Advisors LLC now owns 79,980 shares of the software giant's stock worth $36,523,000 after acquiring an additional 1,060 shares during the period. Bonfire Financial raised its position in Microsoft by 1.6% in the fourth quarter. Bonfire Financial now owns 3,089 shares of the software giant's stock worth $1,494,000 after acquiring an additional 50 shares during the period. Able Wealth Management LLC raised its position in Microsoft by 1.7% in the fourth quarter. Able Wealth Management LLC now owns 2,899 shares of the software giant's stock worth $1,383,000 after acquiring an additional 49 shares during the period. Finally, Richards Merrill & Peterson Inc. raised its stake in shares of Microsoft by 6.5% in the fourth quarter. Richards Merrill & Peterson Inc. now owns 26,919 shares of the software giant's stock worth $13,019,000 after buying an additional 1,642 shares during the period. 71.13% of the stock is currently owned by institutional investors.

Insider Buying and Selling

In related news, EVP Kathleen T. Hogan sold 12,321 shares of the firm's stock in a transaction dated 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 sale, the executive vice president owned 137,933 shares of the company's stock, valued at $56,486,322.16. This trade represents 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, Director John W. Stanton bought 5,000 shares of the stock in a transaction on Wednesday, February 18th. The stock was purchased 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 of the company's stock, valued at $33,339,651.75. This represents 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 company insiders.

Key Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft is drawing bullish attention after news that its MDASH cybersecurity system outperformed Anthropic and OpenAI in a key test, reinforcing the company’s AI leadership and enterprise security story.
• Positive Sentiment: Wedbush and Phillip Securities both reiterated or upgraded Microsoft with bullish ratings, with fresh price targets suggesting meaningful upside from current levels.
• Positive Sentiment: Microsoft announced Carmine Di Sibio, former EY chairman and CEO, has joined its board of directors, which may be viewed as a governance and strategic-strengthening move.
• Positive Sentiment: Reports that Microsoft is pursuing AI startup acquisitions beyond OpenAI suggest management is preparing new growth drivers and reducing reliance on a single AI partner.
• Positive Sentiment: Multiple articles highlighted Microsoft’s expanding AI revenue run rate and ongoing enterprise adoption, which continue to support the long-term growth narrative.
• Neutral Sentiment: Several pieces focused on Microsoft’s OpenAI relationship, including a possible revenue-sharing cap and testimony from Satya Nadella, but the market impact is still uncertain until more deal details become public.
• Neutral Sentiment: LinkedIn’s planned 5% workforce reduction may help margins, but it also signals ongoing restructuring across Microsoft’s ecosystem rather than a clear near-term catalyst.
• Negative Sentiment: The U.K. competition regulator launched an antitrust investigation into Microsoft’s business software dominance, raising the risk of future restrictions in Office, cloud, and AI-related distribution.
• Negative Sentiment: Coverage of browser-tab data collection in Microsoft Edge could add privacy concerns around Copilot and AI memory features, potentially increasing scrutiny of Microsoft’s consumer AI products.
• Negative Sentiment: Ongoing headlines about elevated AI spending, OpenAI-related trial testimony, and investor caution around capex may keep pressure on sentiment until Microsoft proves the returns on its AI investments.

Microsoft Stock Performance

Shares of NASDAQ:MSFT opened at $409.43 on Friday. The company has a market capitalization of $3.04 trillion, a price-to-earnings ratio of 24.37, a PEG ratio of 1.46 and a beta of 1.10. Microsoft Corporation has a 12 month low of $356.28 and a 12 month high of $555.45. The firm's 50-day moving average is $397.84 and its 200 day moving average is $441.52. The company has a current ratio of 1.28, a quick ratio of 1.27 and a debt-to-equity ratio of 0.08.

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

Microsoft Dividend Announcement

The firm 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 dividend of $0.91 per share. The ex-dividend date is Thursday, May 21st. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.9%. Microsoft's dividend payout ratio (DPR) is currently 21.67%.

Analyst Upgrades and Downgrades

Several research analysts have recently commented on MSFT shares. Bank of America started coverage on Microsoft in a research note on Tuesday, March 24th. They issued a "buy" rating and a $500.00 price objective on the stock. China Renaissance decreased their price objective on shares of Microsoft from $630.00 to $550.00 and set a "buy" rating on the stock in a research report on Monday, May 4th. Wolfe Research decreased their price objective on shares of Microsoft from $625.00 to $530.00 and set an "outperform" rating on the stock in a research report on Thursday, January 29th. Citigroup raised their price objective on shares of Microsoft from $600.00 to $620.00 and gave the company a "buy" rating in a research report on Thursday, April 30th. Finally, Tigress Financial raised their price objective on shares of Microsoft from $595.00 to $680.00 and gave the company a "buy" rating in a research report on Wednesday, May 6th. Thirty-nine analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company's stock. According to MarketBeat.com, Microsoft currently 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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