Lineweaver Wealth Advisors LLC Has $12.35 Million Holdings in Microsoft Corporation $MSFT

Key Points

• Lineweaver Wealth Advisors LLC increased its Microsoft stake 10.1% in Q4 to 25,530 shares worth $12,347,000, making MSFT ~1.7% of the firm's holdings and its 14th-largest position.
• Insider moves: EVP Kathleen T. Hogan sold 12,321 shares at an average $409.52 (≈$5.05M), cutting her stake ~8.2%, while Director John W. Stanton bought 5,000 shares at $397.35; corporate insiders own about 0.03%.
• Microsoft beat Q1 expectations with EPS $4.14 vs. $3.86 and revenue $81.27B (+16.7% YoY); analysts maintain a "Moderate Buy" consensus with an average target of $588.97, and the company pays a $0.91 quarterly dividend (1.0% yield).

Lineweaver Wealth Advisors LLC grew its stake in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 10.1% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 25,530 shares of the software giant's stock after buying an additional 2,343 shares during the period. Microsoft makes up approximately 1.7% of Lineweaver Wealth Advisors LLC's holdings, making the stock its 14th biggest position. Lineweaver Wealth Advisors LLC's holdings in Microsoft were worth $12,347,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently made changes to their positions in MSFT. Longfellow Investment Management Co. LLC lifted 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 purchasing an additional 20 shares during the last quarter. Bayforest Capital Ltd acquired a new position in shares of Microsoft during the 3rd quarter worth about $38,000. Sellwood Investment Partners LLC acquired a new position in shares of Microsoft during the 3rd quarter worth about $49,000. University of Illinois Foundation acquired a new position in shares of Microsoft during the 2nd quarter worth about $50,000. Finally, LSV Asset Management acquired a new position in shares of Microsoft during the 4th quarter worth about $44,000. Institutional investors and hedge funds own 71.13% of the company's stock.

Insider Activity at Microsoft

In other news, EVP Kathleen T. Hogan sold 12,321 shares of the company's stock in a transaction that occurred on Friday, March 6th. The stock was sold at an average price of $409.52, for a total value of $5,045,695.92. Following the sale, the executive vice president directly owned 137,933 shares in the company, valued at approximately $56,486,322.16. This represents a 8.20% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this link. Also, Director John W. Stanton acquired 5,000 shares of the stock in a transaction dated Wednesday, February 18th. The stock was bought at an average price of $397.35 per share, for a total transaction 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. This trade represents a 6.34% increase in their position. The disclosure for this purchase is available in the SEC filing. Corporate insiders own 0.03% of the company's stock.

Analysts Set New Price Targets

Several equities analysts recently weighed in on MSFT shares. Bank of America started coverage on Microsoft in a research report on Tuesday, March 24th. They set a "buy" rating and a $500.00 price objective for the company. William Blair reissued an "outperform" rating on shares of Microsoft in a research report on Monday, March 9th. Cantor Fitzgerald reissued an "overweight" rating and set a $590.00 price objective on shares of Microsoft in a research report on Thursday, January 29th. TD Cowen reissued a "buy" rating on shares of Microsoft in a research report on Thursday, January 29th. Finally, Evercore lowered their price target on Microsoft from $640.00 to $580.00 and set an "outperform" rating on the stock in a research note on Thursday, January 29th. Two analysts have rated the stock with a Strong Buy rating, thirty-eight have issued a Buy rating and five have issued a Hold rating to the company. According to data from MarketBeat, the company has an average rating of "Moderate Buy" and an average target price of $588.97.

Microsoft News Summary

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Reworked OpenAI relationship and strategic AI positioning that could accelerate MSFT’s cloud/AI roadmap — a Barron’s write-up frames the company as entering a new AI phase, supporting revenue and long-term growth expectations. Microsoft Is on a New AI Journey After Reworked OpenAI Deal
• Positive Sentiment: Strategic ESG purchase: Microsoft agreed to buy 626,000 tonnes of BECCS carbon removal credits from a Meadow Lake Tribal Council–Svante project — helps corporate net-zero profile and reduces regulatory/PR risk on climate commitments. Svante & Meadow Lake Tribal Council Partnership Agrees to Sell Microsoft 626,000 Tonnes of Carbon Removal Credits
• Positive Sentiment: Valuation/long-term buy case: Several analysts and investors highlight MSFT as attractively priced after a sizable pullback — Seeking Alpha and other outlets argue the company’s double-digit growth and margins make it a buy on the dip. Microsoft: Double-Digit Growth At A Rare Discount
• Neutral Sentiment: Comparative AI positioning: Coverage comparing Oracle vs Microsoft as AI/cloud plays underscores MSFT’s strengths but also highlights competitive dynamics and execution trade-offs — useful context but not an immediate catalyst. Oracle vs. Microsoft: Which Cloud Giant is the Better AI Play for 2026?
• Neutral Sentiment: Macro/sector flow: MSFT features in bullish ETF/QQQ narratives — institutional buying and rotation into beaten-down tech names could support shares if macro volatility subsides. 5 Reasons the Invesco QQQ ETF Could Be Headed for a Triple-Digit Rally
• Negative Sentiment: Copilot safety/TOS headlines and security research have dented confidence — viral terms-of-service language and reports about AI-agent “trap” exploits targeting Copilot/M365 raise legal, reputational and product-risk questions. “For Entertainment Purposes Only”: Microsoft Stock NASDAQ: MSFT Slips as Copilot Warnings Emerge
• Negative Sentiment: Independent research (DeepMind framework) highlights potential ways AI agents can be weaponized, with examples noting M365 Copilot vulnerabilities — raises short-term security scrutiny and potential remediation costs. Deepmind’s ‘AI Agent Traps’ Paper Maps How Hackers Could Weaponize AI Agents Against Users
• Negative Sentiment: Geopolitical/physical-risk headlines: Iran’s IRGC threats to large AI hubs (projects backed by Microsoft/OpenAI/NVIDIA) and investor pressure over data-center water/power use add geopolitical and ESG risk layers that could increase costs or slow builds. Iran’s IRGC Targets $30 Billion Stargate Project Backed by OpenAI, Microsoft, and Nvidia Investors press Amazon, Microsoft and Google on water, power use in US data centers

Microsoft Trading Down 0.2%

Shares of MSFT opened at $372.88 on Tuesday. Microsoft Corporation has a 12-month low of $344.79 and a 12-month high of $555.45. The company has a quick ratio of 1.38, a current ratio of 1.39 and a debt-to-equity ratio of 0.09. The firm has a market capitalization of $2.77 trillion, a price-to-earnings ratio of 23.32, a P/E/G ratio of 1.42 and a beta of 1.11. The stock's 50-day moving average price is $398.81 and its 200 day moving average price is $461.32.

Microsoft (NASDAQ:MSFT - Get Free Report) last issued its quarterly earnings results on Wednesday, January 28th. The software giant reported $4.14 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.86 by $0.28. Microsoft had a return on equity of 32.34% and a net margin of 39.04%.The firm had revenue of $81.27 billion for the quarter, compared to analyst estimates of $80.28 billion. During the same period in the previous year, the company posted $3.23 earnings per share. The company's quarterly revenue was up 16.7% compared to the same quarter last year. As a group, research analysts predict that Microsoft Corporation will post 13.08 earnings per share for the current year.

Microsoft Dividend Announcement

The business 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 annualized dividend and a dividend yield of 1.0%. The ex-dividend date is Thursday, May 21st. Microsoft's dividend payout ratio is currently 22.76%.

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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