Microsoft Corporation $MSFT is Modern Wealth Management LLC's 6th Largest Position

Key Points

• Modern Wealth Management LLC raised its Microsoft stake by 34.5% in Q3 to 199,978 shares (worth $103.58M), making MSFT its 6th largest holding at roughly 2.0% of the portfolio.
• Microsoft beat quarterly estimates, reporting EPS of $4.14 vs $3.86 and revenue of $81.27B (up 16.7% y/y); the stock carries a $2.98T market cap and a consensus "Moderate Buy" analyst rating with an average target of $591.95.
• AI/Product momentum (Copilot, Microsoft 365 E7) supports higher‑value monetization, but heavy AI data‑center capex, a senior exec retirement and regulatory/political risks are near‑term headwinds; the company also declared a quarterly dividend of $0.91 ($3.64 annual, ~0.9% yield).

Modern Wealth Management LLC raised its holdings in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 34.5% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 199,978 shares of the software giant's stock after acquiring an additional 51,324 shares during the period. Microsoft makes up about 2.0% of Modern Wealth Management LLC's portfolio, making the stock its 6th biggest position. Modern Wealth Management LLC's holdings in Microsoft were worth $103,579,000 as of its most recent SEC filing.

Several other large investors have also made changes to their positions in the business. AlphaQuest LLC boosted its holdings in Microsoft by 5.9% in the second quarter. AlphaQuest LLC now owns 342 shares of the software giant's stock valued at $170,000 after purchasing an additional 19 shares during the last quarter. BLVD Private Wealth LLC raised its stake in shares of Microsoft by 0.6% during the 3rd quarter. BLVD Private Wealth LLC now owns 3,169 shares of the software giant's stock valued at $1,641,000 after buying an additional 19 shares during the last quarter. Foundation Wealth Management LLC PA lifted its holdings in shares of Microsoft by 1.6% in the 2nd quarter. Foundation Wealth Management LLC PA now owns 1,276 shares of the software giant's stock valued at $635,000 after buying an additional 20 shares during the period. Magnolia Capital Management Ltd. lifted its holdings in shares of Microsoft by 0.3% in the 3rd quarter. Magnolia Capital Management Ltd. now owns 6,509 shares of the software giant's stock valued at $3,371,000 after buying an additional 20 shares during the period. Finally, ARK & TLK Investments LLC boosted its stake in shares of Microsoft by 1.0% in the third quarter. ARK & TLK Investments LLC now owns 1,935 shares of the software giant's stock worth $1,002,000 after buying an additional 20 shares during the last quarter. 71.13% of the stock is owned by hedge funds and other institutional investors.

Microsoft Stock Down 0.7%

Microsoft stock opened at $401.86 on Friday. The company has a debt-to-equity ratio of 0.09, a current ratio of 1.39 and a quick ratio of 1.38. The stock has a market capitalization of $2.98 trillion, a PE ratio of 25.13, a price-to-earnings-growth ratio of 1.58 and a beta of 1.10. The business has a 50 day simple moving average of $429.01 and a 200-day simple moving average of $476.96. Microsoft Corporation has a 12 month low of $344.79 and a 12 month high of $555.45.

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

Microsoft Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, June 11th. Stockholders of record on Thursday, May 21st will be given a $0.91 dividend. The ex-dividend date is Thursday, May 21st. This represents a $3.64 annualized dividend and a dividend yield of 0.9%. Microsoft's dividend payout ratio (DPR) is 22.76%.

Microsoft News Summary

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Sell‑side support remains strong — several firms have reiterated buys/outperform and bullish price targets, which underpins long‑term investor confidence. William Blair reiterates Outperform on Microsoft
• Positive Sentiment: Product/AI momentum — Microsoft is rolling out Copilot Health, agentic Copilot features across Office apps, and the new Microsoft 365 E7 AI bundle (adds Anthropic Claude Cowork, Agent 365, Entra), all of which support higher‑value commercial monetization and stickier cloud revenue. Copilot Health paves path to medical superintelligence
• Positive Sentiment: Social and trader sentiment is highlighting agentic Copilot and AI infrastructure leadership as reasons for near‑term support and potential upside if resistance breaks. Quiver Quant summary of Agentic Copilot buzz
• Neutral Sentiment: Xbox roadmap and gaming hardware (Project Helix prototypes to developers in 2027) bolster long‑term diversification but have limited near‑term revenue impact. CNBC on Project Helix
• Neutral Sentiment: Analyst price targets remain elevated (median targets well above current levels) and institutional positioning is mixed — supportive for a medium‑term recovery but not an immediate catalyst. Zacks on analyst views
• Negative Sentiment: High and rising capital expenditures for AI data centers are a near‑term earnings headwind; investor letters and coverage flag capex intensity as a reason MSFT has underperformed peers despite strong top‑line growth. InsiderMonkey on data center capex concerns
• Negative Sentiment: Leadership change — Rajesh Jha, a senior exec tied to Office/Copilot rollouts, is retiring; markets tend to discount execution risk when key product leaders depart. Reuters on Rajesh Jha retirement
• Negative Sentiment: Regulatory/political risk — Microsoft’s public support for Anthropic in its legal fight with the Pentagon raises short‑term uncertainty around government contracting and could create customer/contract exposure. FT: Microsoft backs Anthropic vs Pentagon
• Negative Sentiment: Macro and market‑structure risk — rotation out of megacap tech and warnings about midterm‑year volatility are pressuring MSFT along with peers. Technical support levels around the recent pullback are being watched by traders. MarketBeat mid‑March market warning

Wall Street Analyst Weigh In

MSFT has been the subject of several recent research reports. Guggenheim reiterated a "buy" rating and set a $586.00 price target on shares of Microsoft in a research report on Thursday, January 22nd. Robert W. Baird set a $540.00 price objective on Microsoft and gave the stock an "outperform" rating in a research report on Thursday, January 29th. KeyCorp dropped their price objective on shares of Microsoft from $630.00 to $600.00 and set an "overweight" rating on the stock in a research note on Thursday, January 29th. JPMorgan Chase & Co. cut their target price on shares of Microsoft from $575.00 to $550.00 and set an "overweight" rating for the company in a report on Thursday, January 29th. Finally, Rothschild & Co Redburn set a $450.00 target price on shares of Microsoft in a research note on Wednesday, January 21st. Two analysts have rated the stock with a Strong Buy rating, forty have assigned a Buy rating and four have assigned a Hold rating to the stock. According to MarketBeat, Microsoft presently has a consensus rating of "Moderate Buy" and an average target price of $591.95.

Insider Transactions at Microsoft

In related news, EVP Kathleen T. Hogan sold 12,321 shares of the firm'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 transaction, the executive vice president directly owned 137,933 shares of the company's stock, valued at approximately $56,486,322.16. This trade represents a 8.20% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, Director John W. Stanton acquired 5,000 shares of the stock in a transaction that occurred on Wednesday, February 18th. The stock was purchased at an average price of $397.35 per share, for a total transaction of $1,986,750.00. Following the completion of the acquisition, the director owned 83,905 shares in the company, valued at $33,339,651.75. The trade was a 6.34% increase in their position. The disclosure for this purchase is available in the SEC filing. 0.03% of the stock is owned by insiders.

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).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.