Microsoft Corporation $MSFT is Kingsman Wealth Management Inc.'s 9th Largest Position

Key Points

• Kingsman Wealth Management cut its Microsoft stake by 11.0% in Q4 to 13,981 shares (worth $6.761 million), making MSFT its 9th largest holding at about 3.7% of the fund's portfolio.
• Q2 results topped expectations: Microsoft reported $4.14 EPS vs. $3.86 consensus and revenue of $81.27 billion (up 16.7% year‑over‑year), supporting a strong profitability profile for the company.
• Dividend, insider moves and analyst view: Microsoft declared a $0.91 quarterly dividend ($3.64 annualized, ~0.9% yield); Director John W. Stanton bought 5,000 shares while EVP Kathleen Hogan sold 12,321; analysts’ consensus is a “Moderate Buy” with an average price target of $570.

Kingsman Wealth Management Inc. reduced its stake in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 11.0% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 13,981 shares of the software giant's stock after selling 1,722 shares during the period. Microsoft accounts for about 3.7% of Kingsman Wealth Management Inc.'s holdings, making the stock its 9th biggest position. Kingsman Wealth Management Inc.'s holdings in Microsoft were worth $6,761,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the stock. Longfellow Investment Management Co. LLC raised 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 worth $29,000 after acquiring an additional 20 shares in the last quarter. Bayforest Capital Ltd acquired a new position in Microsoft in the third quarter valued at $38,000. LSV Asset Management purchased a new position in shares of Microsoft during the fourth quarter worth about $44,000. Sellwood Investment Partners LLC purchased a new position in shares of Microsoft during the third quarter worth about $49,000. Finally, Daytona Street Capital LLC acquired a new stake in shares of Microsoft during the fourth quarter worth about $50,000. Institutional investors and hedge funds own 71.13% of the company's stock.

Microsoft Trading Up 0.0%

Shares of MSFT stock opened at $424.82 on Tuesday. The company has a market capitalization of $3.15 trillion, a P/E ratio of 26.57, a price-to-earnings-growth ratio of 1.60 and a beta of 1.11. The company has a current ratio of 1.39, a quick ratio of 1.38 and a debt-to-equity ratio of 0.09. The business's 50 day moving average is $393.95 and its two-hundred day moving average is $449.40. Microsoft Corporation has a twelve month low of $356.28 and a twelve month high of $555.45.

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 for the quarter, topping 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 during the quarter, compared to the consensus estimate of $80.28 billion. During the same period last year, the company earned $3.23 earnings per share. The company's revenue for the quarter was up 16.7% on a year-over-year basis. Equities analysts forecast that Microsoft Corporation will post 16.54 EPS for the current year.

Microsoft Announces Dividend

The company also recently announced 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 0.9%. The ex-dividend date is Thursday, May 21st. Microsoft's dividend payout ratio (DPR) is 22.76%.

Insider Activity

In other news, Director John W. Stanton bought 5,000 shares of the stock in a transaction dated Wednesday, February 18th. The shares were acquired at an average price of $397.35 per share, with a total value of $1,986,750.00. Following the completion of the acquisition, the director directly owned 83,905 shares in the company, valued at approximately $33,339,651.75. The trade was a 6.34% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. 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 transaction, the executive vice president owned 137,933 shares in the company, valued at approximately $56,486,322.16. This trade represents a 8.20% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 0.03% of the stock is owned by insiders.

Analyst Ratings Changes

A number of analysts recently issued reports on the company. Wells Fargo & Company decreased their target price on Microsoft from $630.00 to $615.00 and set an "overweight" rating for the company in a research report on Thursday, January 29th. BMO Capital Markets cut their price target on Microsoft from $625.00 to $575.00 and set an "outperform" rating on the stock in a research report on Thursday, January 29th. Jefferies Financial Group reiterated a "buy" rating on shares of Microsoft in a research note on Friday. TD Cowen lowered their target price on shares of Microsoft from $610.00 to $540.00 and set a "buy" rating on the stock in a research report on Thursday, April 16th. Finally, The Goldman Sachs Group reaffirmed a "buy" rating on shares of Microsoft in a report on Thursday, February 12th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-eight have issued a Buy rating and five have assigned a Hold rating to the company's stock. Based on data from MarketBeat, the stock has an average rating of "Moderate Buy" and a consensus price target of $570.00.

Microsoft News Roundup

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Accenture will deploy Microsoft Copilot to ~743,000 employees, a large enterprise adoption that should boost Microsoft 365/Commercial monetization and validate Copilot demand. Accenture to roll out Copilot to all 743,000 employees in boost for Microsoft
• Positive Sentiment: Notable value investor Michael Burry disclosed a new MSFT purchase, a signal some traders view as a contrarian endorsement after recent weakness. Michael Burry Just Bought Microsoft. It’s a Genius Move Worth Following
• Neutral Sentiment: Analysts remain broadly constructive but are trimming targets and recalibrating near-term expectations ahead of earnings — Oppenheimer reaffirmed Outperform but cut its PT; Cantor Fitzgerald trimmed its target too. That keeps long‑term thesis intact but raises short‑term uncertainty. Oppenheimer Outperform, PT Cut (Benzinga)
• Neutral Sentiment: Market commentary and previews (Jefferies, Evercore, others) flag Q3 earnings as pivotal — strong cloud and AI numbers could reignite the rally, so near-term price action will hinge on Wednesday’s print. Microsoft Q3 preview: Jefferies says it's time to reset the narrative
• Negative Sentiment: Microsoft and OpenAI rewrote their deal: Microsoft’s exclusive license ends, OpenAI can sell products on AWS/Google Cloud, and Microsoft will stop traditional revenue sharing — a change that reduces Azure’s exclusivity moat and spurred an immediate share pullback as investors price higher cloud competition. Microsoft and OpenAI gut their exclusive deal, freeing OpenAI to sell on AWS and Google Cloud
• Negative Sentiment: Operational and regulatory noise: an Outlook.com sign‑in outage and a new UK antitrust lawsuit from Slack over Teams bundling add execution and legal risk that could weigh on near‑term sentiment. Microsoft says Outlook.com outage is causing sign‑in failures - BleepingComputer Microsoft facing UK antitrust lawsuit from Slack over Teams 'bundling' (Reuters)

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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