Legacy Wealth Advisors LLC Has $3.77 Million Stock Position in Microsoft Corporation $MSFT

Key Points

• Legacy Wealth Advisors increased its Microsoft stake by 28.8% in the first quarter, owning 10,192 shares valued at approximately $3.77 million. Institutional investors collectively hold 71.13% of Microsoft’s stock.
• Microsoft beat quarterly earnings and revenue expectations, reporting $4.74 in EPS and $90.01 billion in revenue, with year-over-year revenue growth of 17.7%. Analysts maintain a “Moderate Buy” consensus rating and an average price target of $558.64.
• Microsoft declared a quarterly dividend of $0.91 per share, equivalent to an annualized $3.64 and a 0.7% yield, while company insiders sold $10.5 million of stock over the past 90 days.

Legacy Wealth Advisors LLC boosted its position in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 28.8% during the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 10,192 shares of the software giant's stock after acquiring an additional 2,276 shares during the period. Microsoft accounts for about 1.9% of Legacy Wealth Advisors LLC's holdings, making the stock its 11th biggest position. Legacy Wealth Advisors LLC's holdings in Microsoft were worth $3,773,000 at the end of the most recent reporting period.

Other hedge funds have also recently added to or reduced their stakes in the company. Longfellow Investment Management Co. LLC increased its stake in Microsoft by 51.3% during the 2nd quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant's stock valued at $29,000 after purchasing an additional 20 shares in the last quarter. Bernzott Capital Advisors bought a new position in shares of Microsoft in the fourth quarter valued at $34,000. Timmons Wealth Management LLC acquired a new position in shares of Microsoft during the fourth quarter valued at about $36,000. Fairway Wealth LLC increased its position in shares of Microsoft by 287.0% during the fourth quarter. Fairway Wealth LLC now owns 89 shares of the software giant's stock worth $43,000 after acquiring an additional 66 shares in the last quarter. Finally, University of Illinois Foundation bought a new stake in shares of Microsoft during the second quarter worth about $50,000. Institutional investors and hedge funds own 71.13% of the company's stock.

Microsoft Price Performance

Shares of NASDAQ MSFT opened at $487.65 on Tuesday. The company has a market capitalization of $3.62 trillion, a PE ratio of 27.15, a PEG ratio of 1.48 and a beta of 1.10. The company has a quick ratio of 1.22, a current ratio of 1.23 and a debt-to-equity ratio of 0.07. The stock's 50 day moving average price is $399.37 and its 200-day moving average price is $405.57. Microsoft Corporation has a twelve month low of $349.20 and a twelve month high of $553.72.

Microsoft (NASDAQ:MSFT - Get Free Report) last issued its quarterly earnings results on Wednesday, July 29th. The software giant reported $4.74 EPS for the quarter, beating analysts' consensus estimates of $4.24 by $0.50. The company had revenue of $90.01 billion during the quarter, compared to the consensus estimate of $87.62 billion. Microsoft had a return on equity of 31.98% and a net margin of 40.31%.Microsoft's revenue was up 17.7% on a year-over-year basis. During the same period last year, the business posted $3.65 earnings per share. On average, equities analysts anticipate that Microsoft Corporation will post 19.53 EPS for the current year.

Microsoft Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Thursday, August 20th will be paid a $0.91 dividend. This represents a $3.64 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date is Thursday, August 20th. Microsoft's dividend payout ratio is 20.27%.

Analysts Set New Price Targets

A number of equities research analysts recently weighed in on the stock. UBS Group set a $525.00 target price on shares of Microsoft in a report on Thursday. Stifel Nicolaus boosted their price objective on Microsoft from $400.00 to $450.00 and gave the stock a "hold" rating in a report on Thursday, July 30th. Argus lowered their price objective on Microsoft from $620.00 to $510.00 and set a "buy" rating for the company in a research note on Friday, July 10th. Mizuho dropped their target price on Microsoft from $515.00 to $490.00 and set an "outperform" rating on the stock in a report on Wednesday, July 15th. Finally, Tigress Financial lifted their target price on Microsoft from $595.00 to $680.00 and gave the company a "buy" rating in a research report on Wednesday, May 6th. Forty-two research analysts have rated the stock with a Buy rating and five have given a Hold rating to the stock. Based on data from MarketBeat.com, Microsoft has an average rating of "Moderate Buy" and a consensus target price of $558.64.

Insider Activity

In other news, EVP Takeshi Numoto sold 4,500 shares of the firm's stock in a transaction on Wednesday, June 10th. The stock was sold at an average price of $402.84, for a total transaction of $1,812,780.00. Following the completion of the sale, the executive vice president directly owned 47,468 shares of the company's stock, valued at $19,122,009.12. This trade represents a 8.66% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, EVP Amy Coleman sold 1,262 shares of Microsoft stock in a transaction on Thursday, May 14th. The stock was sold at an average price of $411.34, for a total value of $519,111.08. Following the sale, the executive vice president owned 46,003 shares in the company, valued at $18,922,874.02. The trade was a 2.67% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 23,762 shares of company stock valued at $10,508,361 in the last ninety days. 0.03% of the stock is currently owned by insiders.

More Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Azure growth and AI monetization are driving the rally. Microsoft’s quarterly revenue and earnings exceeded expectations, while Azure growth accelerated to approximately 30%. Analysts and commentators said demand for cloud and generative-AI services is beginning to justify the company’s roughly $175 billion in annual spending. Microsoft Just Proved that AI Spending Can Pay Off
• Positive Sentiment: Strong bookings and infrastructure commitments support future revenue. Microsoft’s cloud backlog and more than $100 billion in data-center leases indicate that customers are committing to long-term capacity, giving investors greater confidence in continued Azure and AI expansion. Big Tech’s Cloud Backlog Just Hit $2.3 Trillion
• Positive Sentiment: Wall Street sentiment has improved. Analysts described Microsoft as one of the better-positioned hyperscalers in the AI race, citing its balance sheet, recurring software revenue, free-cash-flow generation and cloud leadership. The post-earnings advance has erased the stock’s prior 2026 losses and renewed expectations for additional upside. Microsoft’s Stock Is on a Run Not Seen in 26 Years
• Neutral Sentiment: Microsoft 365 ecosystem expansion. Paychex launched its WISE workforce-intelligence integration in Microsoft 365 Copilot and Teams, reinforcing Microsoft’s platform reach among small and midsize businesses, although the direct financial impact for MSFT is likely modest. Paychex Brings WISE Workforce Intelligence to Microsoft 365 Copilot and Teams
• Negative Sentiment: Securities litigation remains an overhang. Several law firms publicized a class action concerning alleged misrepresentations about Copilot functionality, AI adoption and Azure growth, with an August 11 lead-plaintiff deadline. The announcements do not establish liability but could increase legal, reputational and disclosure risks. MSFT Shareholder Alert
• Negative Sentiment: Capital spending and free cash flow remain watch points. The scale of AI infrastructure spending could pressure cash flow and returns if monetization slows, even though recent results have eased those concerns. The AI Spending Boom and Free Cash Flow

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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