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

Key Points

• Revisor Wealth Management boosted its Microsoft stake by 14.7% in the fourth quarter, making the stock its 6th-largest holding at about $10.15 million.
• Microsoft’s latest quarterly results beat expectations, with EPS of $4.27 versus $4.06 expected and revenue of $82.89 billion, up 18.3% year over year.
• The company also announced a quarterly dividend of $0.91 per share, payable June 11, while analysts currently maintain a Moderate Buy consensus with a $562.69 price target.

Revisor Wealth Management LLC increased its stake in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 14.7% in the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 22,286 shares of the software giant's stock after acquiring an additional 2,864 shares during the quarter. Microsoft makes up about 2.7% of Revisor Wealth Management LLC's portfolio, making the stock its 6th biggest holding. Revisor Wealth Management LLC's holdings in Microsoft were worth $10,153,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. Longfellow Investment Management Co. LLC grew its holdings in shares of 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 in the last quarter. Bayforest Capital Ltd purchased a new stake in shares of Microsoft during the third quarter worth $38,000. Sellwood Investment Partners LLC purchased a new stake in shares of Microsoft during the third quarter worth $49,000. University of Illinois Foundation purchased a new stake in shares of Microsoft during the second quarter worth $50,000. Finally, Daytona Street Capital LLC purchased a new stake in shares of Microsoft during the fourth quarter worth $50,000. Hedge funds and other institutional investors own 71.13% of the company's stock.

Wall Street Analysts Forecast Growth

MSFT has been the subject of a number of research reports. China Renaissance dropped their target price on shares of Microsoft from $630.00 to $550.00 and set a "buy" rating for the company in a report on Monday, May 4th. TD Cowen raised shares of Microsoft from a "buy" rating to a "hold" rating in a report on Tuesday, May 5th. The Goldman Sachs Group reaffirmed a "buy" rating on shares of Microsoft in a report on Thursday, April 30th. Benchmark reaffirmed a "buy" rating and set a $525.00 target price (up from $450.00) on shares of Microsoft in a report on Tuesday, April 28th. Finally, Citigroup upped their price objective on shares of Microsoft from $600.00 to $620.00 and gave the company a "buy" rating in a report on Thursday, April 30th. One equities research analyst has rated the stock with a Strong Buy rating, thirty-eight have assigned a Buy rating and seven have given a Hold rating to the company's stock. Based on data from MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and a consensus price target of $562.69.

Insider Activity

In other news, EVP Kathleen T. Hogan sold 12,321 shares of the stock in a transaction dated Friday, March 6th. The shares were sold at an average price of $409.52, for a total transaction of $5,045,695.92. Following the sale, the executive vice president owned 137,933 shares of the company's stock, valued at approximately $56,486,322.16. This represents a 8.20% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director John W. Stanton purchased 5,000 shares of Microsoft stock in a transaction dated Wednesday, February 18th. The shares were acquired at an average cost of $397.35 per share, for a total transaction of $1,986,750.00. Following the transaction, the director directly owned 83,905 shares of the company's stock, valued at approximately $33,339,651.75. This represents a 6.34% increase in their position. The disclosure for this purchase is available in the SEC filing. 0.03% of the stock is currently owned by corporate insiders.

Microsoft Trading Down 1.2%

NASDAQ MSFT opened at $407.77 on Wednesday. The firm's 50-day moving average is $397.60 and its two-hundred day moving average is $443.14. Microsoft Corporation has a 12 month low of $356.28 and a 12 month high of $555.45. The company has a debt-to-equity ratio of 0.08, a current ratio of 1.28 and a quick ratio of 1.27. The stock has a market capitalization of $3.03 trillion, a P/E ratio of 24.27, a PEG ratio of 1.49 and a beta of 1.10.

Microsoft (NASDAQ:MSFT - Get Free Report) last posted its earnings results on Wednesday, April 29th. The software giant reported $4.27 EPS for the quarter, beating analysts' consensus estimates of $4.06 by $0.21. Microsoft had a net margin of 39.34% and a return on equity of 31.94%. The company had revenue of $82.89 billion for the quarter, compared to analysts' expectations of $81.44 billion. During the same quarter in the prior year, the company posted $3.46 earnings per share. Microsoft's revenue for the quarter was up 18.3% compared to the same quarter last year. On average, sell-side analysts anticipate that Microsoft Corporation will post 16.76 earnings per share for the current year.

Microsoft Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, June 11th. Stockholders of record on Thursday, May 21st will be given a dividend of $0.91 per share. This represents a $3.64 annualized dividend and a dividend yield of 0.9%. The ex-dividend date of this dividend is Thursday, May 21st. Microsoft's dividend payout ratio is currently 21.67%.

More Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Analysts and market commentary continued to argue that Microsoft remains a long-term AI winner, with several notes saying the stock still looks undervalued and that its AI/Cloud thesis remains intact. Microsoft’s (MSFT) Q3 Revealed 3 Things that Matter for the AI Bull Case
• Positive Sentiment: Microsoft CEO Satya Nadella’s testimony in the Musk v. Altman trial reinforced Microsoft’s early backing of OpenAI and its expected payoff from that investment, which some investors view as supportive of the company’s AI strategy. OpenAI to cap Microsoft revenue-sharing at $38 billion, The Information reports
• Positive Sentiment: OpenAI reportedly capped revenue-sharing payments to Microsoft at $38 billion through 2030, which may be read as a structural clarification that still preserves a major economic relationship while supporting OpenAI’s IPO path. Microsoft secures structural wins in OpenAI revenue cap deal, Wedbush says
• Neutral Sentiment: Microsoft was mentioned in broader AI-market commentary about whether AI spending is generating enough ROI, which adds to sentiment volatility but does not directly change fundamentals. Chamath Warns Companies Must Prove ROI from AI Within ‘500 Days’
• Neutral Sentiment: Several reports focused on Microsoft’s role in OpenAI’s founding and governance in the Musk lawsuit; these headlines keep the stock in the news, but the market impact is mostly indirect unless they lead to regulatory or contractual changes. How Much Power Did Microsoft Have Over OpenAI?
• Negative Sentiment: The biggest near-term overhang is the perception that Microsoft may have less upside from OpenAI than previously assumed, after reports that revenue-sharing is capped far below earlier projections. OpenAI to cap Microsoft revenue-sharing at $38 billion, The Information reports
• Negative Sentiment: Nadella’s testimony in the Musk trial also highlighted how closely Microsoft is tied to OpenAI’s governance fight, keeping legal and reputational risks in focus for investors. Microsoft CEO Satya Nadella takes stand in Musk v. Altman trial

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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