Microsoft Corporation $MSFT is AssuredPartners Investment Advisors LLC's 8th Largest Position

Key Points

• AssuredPartners Investment Advisors LLC increased its Microsoft stake by 19.1% in the fourth quarter, making MSFT its 8th largest holding at about 2.0% of the portfolio. The position was worth roughly $13.4 million at quarter-end.
• Microsoft reported strong quarterly results, with EPS of $4.27 beating estimates and revenue of $82.89 billion topping forecasts. Revenue rose 18.3% year over year, and analysts now expect full-year EPS of 16.76.
• Shares fell 4.2% despite positive fundamentals, with the stock opening at $441.31 and valuing the company at about $3.28 trillion. Microsoft also announced a quarterly dividend of $0.91 per share, or $3.64 annualized, yielding about 0.8%.

AssuredPartners Investment Advisors LLC increased its position in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 19.1% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 27,685 shares of the software giant's stock after buying an additional 4,445 shares during the quarter. Microsoft comprises about 2.0% of AssuredPartners Investment Advisors LLC's investment portfolio, making the stock its 8th biggest position. AssuredPartners Investment Advisors LLC's holdings in Microsoft were worth $13,389,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in MSFT. Longfellow Investment Management Co. LLC raised its holdings in Microsoft by 51.3% in the second quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant's stock valued at $29,000 after buying an additional 20 shares during the period. Fairway Wealth LLC grew its stake in 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 buying an additional 66 shares during the period. LSV Asset Management purchased a new stake in Microsoft during the fourth quarter worth approximately $44,000. Sellwood Investment Partners LLC acquired a new stake in shares of Microsoft in the third quarter worth $49,000. Finally, Daytona Street Capital LLC purchased a new position in shares of Microsoft in the 4th quarter valued at $50,000. Institutional investors and hedge funds own 71.13% of the company's stock.

Microsoft Trading Down 4.2%

NASDAQ:MSFT opened at $441.31 on Wednesday. The stock has a market cap of $3.28 trillion, a price-to-earnings ratio of 26.27, a price-to-earnings-growth ratio of 1.66 and a beta of 1.11. Microsoft Corporation has a one year low of $356.28 and a one year high of $555.45. 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 business's 50-day simple moving average is $403.52 and its 200 day simple moving average is $433.78.

Microsoft (NASDAQ:MSFT - Get Free Report) last posted its quarterly earnings data on Wednesday, April 29th. The software giant reported $4.27 earnings per share (EPS) for the quarter, topping 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 company had revenue of $82.89 billion for the quarter, compared to the consensus estimate of $81.44 billion. During the same period in the previous year, the business earned $3.46 EPS. Microsoft's revenue for the quarter was up 18.3% compared to the same quarter last year. As a group, sell-side analysts predict that Microsoft Corporation will post 16.76 earnings per share for the current fiscal year.

Microsoft Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Thursday, June 11th. Investors of record on Thursday, May 21st will be issued a $0.91 dividend. The ex-dividend date of this dividend is Thursday, May 21st. This represents a $3.64 annualized dividend and a yield of 0.8%. Microsoft's dividend payout ratio is currently 21.67%.

Key Stories Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft unveiled new in-house AI models at Build, including MAI-Code-1 and MAI-Thinking-1, signaling it is reducing reliance on OpenAI and Anthropic while lowering costs for developers.
• Positive Sentiment: The company introduced Microsoft Scout, an always-on personal agent for Microsoft 365, and other agentic AI tools, reinforcing the view that Microsoft is expanding its AI monetization opportunities.
• Positive Sentiment: Microsoft and Nvidia deepened their partnership on AI PCs and agentic computing across Windows and Azure, which investors viewed as a major catalyst for the Windows ecosystem and future hardware/software demand.
• Positive Sentiment: Microsoft also highlighted its quantum computing progress with the Majorana 2 chip, adding to the company’s long-term innovation narrative.
• Positive Sentiment: Multiple analysts and media reports remained constructive, with commentary pointing to strong Azure upside, AI demand, and a favorable long-term valuation case for MSFT.
• Neutral Sentiment: Build 2026 generated broad attention across the market, but some reports noted Microsoft teased a Copilot “Super App” without fully unveiling it, which may have tempered expectations.
• Negative Sentiment: Judson Althoff sold 15,500 Microsoft shares in an SEC-disclosed transaction, which can create short-term investor concern even though the sale was relatively modest versus his remaining holdings.
• Negative Sentiment: Some coverage cited profit-taking and concerns about capital intensity, margin pressure, and a possible AI policy overhang, helping explain the pullback despite the positive product news.

Insider Buying and Selling at Microsoft

In other Microsoft news, CEO Judson Althoff sold 15,500 shares of the firm's stock in a transaction on Monday, June 1st. The shares were sold at an average price of $460.99, for a total transaction of $7,145,345.00. Following the completion of the transaction, the chief executive officer directly owned 110,477 shares of the company's stock, valued at $50,928,792.23. This trade represents a 12.30% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Kathleen T. Hogan sold 12,321 shares of the business'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 completion of the sale, the executive vice president directly owned 137,933 shares of the company's stock, valued at $56,486,322.16. The trade was a 8.20% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 29,083 shares of company stock worth $12,710,152 in the last ninety days. 0.03% of the stock is owned by insiders.

Wall Street Analyst Weigh In

MSFT has been the subject of a number of research reports. Guggenheim reaffirmed a "buy" rating and set a $586.00 price target on shares of Microsoft in a research report on Thursday, April 30th. Wedbush reissued an "outperform" rating and issued a $575.00 price objective on shares of Microsoft in a research report on Wednesday, May 13th. Dbs Bank reduced their price objective on Microsoft from $678.00 to $573.00 in a research note on Thursday, May 7th. Weiss Ratings lowered Microsoft from a "buy (b-)" rating to a "hold (c+)" rating in a research note on Tuesday, March 24th. Finally, Evercore dropped their target price on Microsoft from $580.00 to $510.00 and set an "outperform" rating on the stock in a report on Thursday, April 30th. Forty analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company. According to MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and an average price target of $561.20.

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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