LMG Wealth Partners LLC Increases Position in Microsoft Corporation $MSFT

Key Points

• LMG Wealth Partners LLC increased its Microsoft stake by 8.2% in the first quarter, buying 2,736 additional shares and bringing its total to 35,954 shares worth about $13.3 million.
• Microsoft reported strong quarterly results, with EPS of $4.27 topping expectations and revenue of $82.89 billion, up 18.3% year over year. Analysts still expect full-year EPS of 16.76.
• Insiders recently sold shares, including CEO Judson Althoff and EVP Takeshi Numoto, while analysts remain broadly positive with a consensus rating of “Moderate Buy” and a target price of $560.86.

LMG Wealth Partners LLC boosted its position in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 8.2% during the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 35,954 shares of the software giant's stock after purchasing an additional 2,736 shares during the quarter. Microsoft comprises about 2.4% of LMG Wealth Partners LLC's portfolio, making the stock its 7th biggest position. LMG Wealth Partners LLC's holdings in Microsoft were worth $13,309,000 at the end of the most recent reporting period.

Several other hedge funds have also made changes to their positions in MSFT. Longfellow Investment Management Co. LLC lifted its holdings in Microsoft by 51.3% during the second quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant's stock worth $29,000 after buying an additional 20 shares during the period. Bernzott Capital Advisors purchased a new position in shares of Microsoft in the 4th quarter valued at $34,000. Timmons Wealth Management LLC bought a new position in shares of Microsoft in the 4th quarter worth $36,000. Fairway Wealth LLC raised its position in shares of Microsoft by 287.0% in the 4th 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 purchased a new stake in shares of Microsoft during the 2nd quarter worth $50,000. 71.13% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling at Microsoft

In other news, CEO Judson Althoff sold 15,500 shares of the company's stock in a transaction on Monday, June 1st. The shares were sold at an average price of $460.99, for a total value of $7,145,345.00. Following the sale, the chief executive officer directly owned 110,477 shares of the company's stock, valued at $50,928,792.23. This represents a 12.30% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Takeshi Numoto sold 4,500 shares of the 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 owned 47,468 shares in the company, valued at $19,122,009.12. The trade was a 8.66% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 23,762 shares of company stock worth $10,508,361. Company insiders own 0.03% of the company's stock.

Microsoft Stock Performance

Shares of MSFT opened at $372.97 on Friday. The company has a debt-to-equity ratio of 0.08, a quick ratio of 1.27 and a current ratio of 1.28. The stock has a 50-day moving average of $410.37 and a two-hundred day moving average of $421.47. The stock has a market cap of $2.77 trillion, a P/E ratio of 22.20, a P/E/G ratio of 1.34 and a beta of 1.11. Microsoft Corporation has a one year low of $349.20 and a one year high of $555.45.

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

Microsoft Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Thursday, August 20th will be given a dividend of $0.91 per share. The ex-dividend date of this dividend is Thursday, August 20th. This represents a $3.64 dividend on an annualized basis and a yield of 1.0%. Microsoft's dividend payout ratio (DPR) is currently 21.67%.

Analyst Upgrades and Downgrades

Several equities analysts have issued reports on MSFT shares. Stifel Nicolaus cut their target price on Microsoft from $415.00 to $400.00 and set a "hold" rating on the stock in a research note on Thursday. Tigress Financial increased their price target 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. Truist Financial lowered their price target on shares of Microsoft from $675.00 to $575.00 and set a "buy" rating on the stock in a report on Thursday, April 30th. TD Cowen reaffirmed a "buy" rating and issued a $540.00 price objective on shares of Microsoft in a research report on Thursday, June 4th. Finally, BNP Paribas Exane reduced their price objective on shares of Microsoft from $556.00 to $555.00 and set an "outperform" rating for the company in a research note on Friday, May 1st. Forty-one analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the stock. Based on data from MarketBeat, Microsoft has an average rating of "Moderate Buy" and a consensus target price of $560.86.

More Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft shares bounced as the broader memory and semiconductor market stabilized, helping relieve some of the pressure tied to AI infrastructure and component-cost fears.
• Positive Sentiment: Wedbush and other bullish commentators said the recent tech selloff may be a buying opportunity, arguing Microsoft remains a core AI leader despite near-term volatility. Dan Ives Says Microsoft And Meta Are Being Treated Like 'Bear Market' Stocks
• Positive Sentiment: Microsoft was mentioned in new partnerships and product integrations, including Commvault, PitchBook, FPT, and ICON plc, reinforcing demand for Microsoft’s cloud and AI ecosystem. Microsoft Just Made Commvault a Native Azure Service. Here Is How to Play CVLT Stock.
• Neutral Sentiment: Microsoft also drew attention from investors after Michael Burry disclosed a long position, which some traders viewed as a contrarian buy signal.
• Neutral Sentiment: Multiple articles noted analysts still like the stock long term, but Wall Street remains focused on whether AI spending is destroying near-term margins and free cash flow. Wall Street Analysts Think Microsoft (MSFT) Is a Good Investment: Is It?
• Negative Sentiment: Stifel cut its Microsoft price target and warned that FY27 gross margin estimates may be too high because Azure growth is coming with heavier capex and margin pressure. Microsoft’s Stock Is Crippled
• Negative Sentiment: Microsoft announced another worldwide Xbox price increase, citing soaring memory and storage costs, which adds to concerns that hardware inflation is squeezing the gaming business.
• Negative Sentiment: New legal and regulatory pressure also weighed on the stock, including an Italy antitrust probe into Microsoft 365 pricing and new shareholder class-action notices over alleged investor misinformation.

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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