Microsoft Corporation $MSFT is Matthew Goff Investment Advisor LLC's Largest Position

Key Points

• Matthew Goff Investment Advisor LLC trimmed its Microsoft stake by 2.6% (sold 3,019 shares) to 112,861 shares, leaving MSFT as its largest holding at about 9.2% of the portfolio, valued at $54.58 million.
• Recent catalysts — including renewed analyst bullishness, the commercial rollout of Agent 365 and Xbox/Forza momentum — are supporting the stock, but investor concerns over rising AI capex, slower Copilot monetization, executive turnover and episodic legal/security noise are weighing on sentiment.
• Insider activity is mixed (Director John W. Stanton bought 5,000 shares at $397.35 while EVP Kathleen Hogan sold 12,321 shares at $409.52); Microsoft also announced a $0.91 quarterly dividend and will report FY2026 Q3 earnings on April 29.

Matthew Goff Investment Advisor LLC lessened its position in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 2.6% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 112,861 shares of the software giant's stock after selling 3,019 shares during the quarter. Microsoft makes up about 9.2% of Matthew Goff Investment Advisor LLC's investment portfolio, making the stock its largest holding. Matthew Goff Investment Advisor LLC's holdings in Microsoft were worth $54,582,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Longfellow Investment Management Co. LLC raised its stake in Microsoft by 51.3% during 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 last quarter. Bayforest Capital Ltd purchased a new position in Microsoft during the third quarter valued at $38,000. LSV Asset Management purchased a new position in Microsoft during the fourth quarter valued at $44,000. Sellwood Investment Partners LLC purchased a new position in Microsoft during the third quarter valued at $49,000. Finally, University of Illinois Foundation purchased a new position in Microsoft during the second quarter valued at $50,000. Hedge funds and other institutional investors own 71.13% of the company's stock.

Key Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Wall Street analyst support and bullish research are drawing buyers — major firms (including Goldman and other brokers) are highlighting MSFT as a rebound candidate and publishing price targets well above current levels, which helps underpin today's rally. Goldman sees rebound for Microsoft
• Positive Sentiment: Product and partnership catalysts: Microsoft’s Agent 365 platform is moving to GA with launch partners (supporting enterprise governance for AI agents), and the company is expanding commercial AI tie-ups — tangible signs of enterprise monetization for Copilot/agent products. Reply selected as Microsoft Agent 365 launch partner
• Positive Sentiment: Consumer/PR boost from gaming: fresh details on Forza Horizon 6 and other Xbox updates have driven short‑term positive momentum for MSFT shares tied to Xbox/Xbox Game Pass engagement. Forza Horizon 6 details lift MSFT stock
• Neutral Sentiment: Earnings schedule set — Microsoft will report FY2026 Q3 after the close on April 29; the date focuses attention on Azure growth, backlog metrics and free‑cash‑flow cadence at month‑end. Quarterly earnings release date announced
• Neutral Sentiment: Partner/partner‑ecosystem wins (Azure specializations, platform connectors) keep enterprise pipeline healthy but are incremental to revenue near term. Centrilogic earns Azure specialization
• Negative Sentiment: Executive turnover: another senior departure and the planned retirement of longtime exec Julia Liuson raise governance and continuity questions for developer tools and platform strategy; exits can sap sentiment until leadership transitions settle. Julia Liuson to retire Another senior departure at Microsoft
• Negative Sentiment: AI capex and Copilot adoption concerns continue to weigh: investors remain worried about rising infrastructure spend, slower-than-expected Copilot monetization and whether those costs will compress near‑term margins. That narrative has driven much of the stock’s recent re‑rating. Why MSFT stock has been shredded
• Negative Sentiment: Security and legal noise: reports of a developer account lock affecting VeraCrypt updates and an amended lawsuit filing referencing Microsoft add episodic risk that can amplify short‑term volatility. VeraCrypt account termination / Windows update disruption reports

Insider Activity

In related news, Director John W. Stanton purchased 5,000 shares of the business's stock in a transaction on Wednesday, February 18th. The stock was 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 owned 83,905 shares of the company's stock, valued at approximately $33,339,651.75. This trade represents a 6.34% increase in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through 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 shares were 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 of the company's stock, valued at $56,486,322.16. This represents a 8.20% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders own 0.03% of the company's stock.

Microsoft Stock Performance

Shares of MSFT opened at $374.33 on Thursday. The company has a debt-to-equity ratio of 0.09, a current ratio of 1.39 and a quick ratio of 1.38. Microsoft Corporation has a one year low of $353.10 and a one year high of $555.45. The firm has a market capitalization of $2.78 trillion, a P/E ratio of 23.41, a PEG ratio of 1.42 and a beta of 1.11. The business has a fifty day moving average of $394.50 and a 200 day moving average of $459.69.

Microsoft (NASDAQ:MSFT - Get Free Report) last issued its quarterly earnings data on Wednesday, January 28th. The software giant reported $4.14 EPS 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 company had revenue of $81.27 billion during the quarter, compared to analyst estimates of $80.28 billion. During the same quarter in the previous year, the company posted $3.23 earnings per share. Microsoft's revenue was up 16.7% compared to the same quarter last year. As a group, sell-side analysts anticipate that Microsoft Corporation will post 13.08 EPS for the current year.

Microsoft Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, June 11th. Shareholders of record on Thursday, May 21st will be issued a dividend of $0.91 per share. This represents a $3.64 annualized dividend and a yield of 1.0%. The ex-dividend date of this dividend is Thursday, May 21st. Microsoft's payout ratio is currently 22.76%.

Wall Street Analyst Weigh In

A number of brokerages have issued reports on MSFT. Stifel Nicolaus reiterated a "hold" rating and set a $392.00 price objective (down from $540.00) on shares of Microsoft in a research note on Thursday, February 5th. Guggenheim reiterated a "buy" rating and set a $586.00 price objective on shares of Microsoft in a research note on Thursday, January 22nd. Oppenheimer reiterated an "outperform" rating on shares of Microsoft in a research note on Thursday, January 29th. Bank of America assumed coverage on Microsoft in a research note on Tuesday, March 24th. They set a "buy" rating and a $500.00 price objective for the company. Finally, DA Davidson reissued a "buy" rating and issued a $650.00 target price on shares of Microsoft in a report on Thursday, January 29th. Two 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 stock. Based on data from MarketBeat.com, Microsoft presently has an average rating of "Moderate Buy" and an average target price of $588.97.

About Microsoft

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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