Microsoft Corporation $MSFT is Robertson Stephens Wealth Management LLC's 9th Largest Position

Key Points

• Robertson Stephens Wealth Management increased its Microsoft stake by 23.7% in the fourth quarter, buying 32,064 shares and bringing its total to 167,483 shares worth about $81.0 million. Microsoft now represents 2.1% of the firm’s portfolio and is its 9th-largest holding.
• Microsoft delivered strong quarterly results, reporting EPS of $4.27 versus estimates of $4.06 and revenue of $82.89 billion, up 18.3% year over year. The company’s latest earnings strength and ongoing AI/cloud momentum continue to support bullish sentiment.
• Wall Street remains constructive on MSFT, with 39 analysts rating it a Buy and seven a Hold, and a consensus target price of $560.88. The stock also carries a quarterly dividend of $0.91 per share, yielding about 0.8% annually.

Robertson Stephens Wealth Management LLC lifted its position in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 23.7% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 167,483 shares of the software giant's stock after purchasing an additional 32,064 shares during the period. Microsoft comprises 2.1% of Robertson Stephens Wealth Management LLC's portfolio, making the stock its 9th largest position. Robertson Stephens Wealth Management LLC's holdings in Microsoft were worth $80,999,000 at the end of the most recent reporting period.

A number of other institutional investors have also made changes to their positions in the company. BLVD Private Wealth LLC grew its position 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. Magnolia Capital Management Ltd. grew its position in 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 in the last quarter. ARK & TLK Investments LLC grew its position in Microsoft by 1.0% in the 3rd quarter. ARK & TLK Investments LLC now owns 1,935 shares of the software giant's stock valued at $1,002,000 after buying an additional 20 shares in the last quarter. Rochester Wealth Strategies LLC grew its position in Microsoft by 2.9% in the 3rd quarter. Rochester Wealth Strategies LLC now owns 700 shares of the software giant's stock valued at $363,000 after buying an additional 20 shares in the last quarter. Finally, Longfellow Investment Management Co. LLC lifted its position in Microsoft by 51.3% in the second quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant's stock worth $29,000 after purchasing an additional 20 shares during the period. 71.13% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling

In other Microsoft news, EVP Amy Coleman sold 1,262 shares of the firm's stock in a transaction on Thursday, May 14th. The shares were sold at an average price of $411.34, for a total value of $519,111.08. Following the sale, the executive vice president directly owned 46,003 shares in the company, valued at $18,922,874.02. This trade represents a 2.67% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, EVP Kathleen T. Hogan sold 12,321 shares of the firm's stock in a transaction on 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 owned 137,933 shares in the company, valued at $56,486,322.16. This represents a 8.20% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 0.03% of the stock is owned by corporate insiders.

Wall Street Analyst Weigh In

A number of equities research analysts have weighed in on MSFT shares. Benchmark restated a "buy" rating and issued a $525.00 target price (up from $450.00) on shares of Microsoft in a research report on Tuesday, April 28th. Robert W. Baird cut their target price on Microsoft from $540.00 to $500.00 and set an "outperform" rating for the company in a research report on Wednesday, April 15th. President Capital boosted their price target on shares of Microsoft from $500.00 to $520.00 and gave the stock a "buy" rating in a research report on Thursday, April 30th. HSBC dropped their price target on shares of Microsoft from $593.00 to $571.00 in a research report on Thursday, April 30th. Finally, Bank of America started coverage on shares of Microsoft in a research report on Tuesday, March 24th. They issued a "buy" rating and a $500.00 price target on the stock. Thirty-nine analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company. According to data from MarketBeat, Microsoft has a consensus rating of "Moderate Buy" and a consensus target price of $560.88.

Key Stories Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft and Nvidia teased “a new era of PC,” with reports pointing to new Surface hardware and a possible AI-focused chip announcement at Computex, which could refresh the Windows/PC upgrade cycle. Article Title
• Positive Sentiment: Reports that Microsoft will unveil a new coding model and other in-house AI tools at next week’s Build conference reinforce the company’s AI monetization story and support sentiment around GitHub Copilot and Azure demand. Article Title
• Positive Sentiment: Microsoft’s latest earnings backdrop remains solid, with revenue growth of 18.3% and better-than-expected EPS, helping investors justify the stock’s premium valuation.
• Positive Sentiment: Several bullish writeups and analyst commentary say MSFT still has room to run because Azure, M365 cloud, and AI revenue are expanding faster than the broader software market. Article Title
• Neutral Sentiment: Microsoft is also drawing attention from investors, fund managers, and even congressional buyers, which supports the stock’s defensive-growth reputation but does not change fundamentals on its own.
• Negative Sentiment: A TechCrunch report says Microsoft is facing backlash for threatening a security researcher over unpatched bugs and code disclosure, adding some reputational noise ahead of Build. Article Title

Microsoft Stock Performance

Shares of MSFT opened at $450.24 on Friday. The company's 50 day moving average price is $402.09 and its 200 day moving average price is $434.62. Microsoft Corporation has a 52 week low of $356.28 and a 52 week high of $555.45. The company has a market capitalization of $3.34 trillion, a PE ratio of 26.80, a PEG ratio of 1.54 and a beta of 1.10. The company has a debt-to-equity ratio of 0.08, a quick ratio of 1.27 and a current ratio of 1.28.

Microsoft (NASDAQ:MSFT - Get Free Report) last released its quarterly earnings data on Wednesday, April 29th. The software giant reported $4.27 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $4.06 by $0.21. The firm had revenue of $82.89 billion during the quarter, compared to analysts' expectations of $81.44 billion. Microsoft had a return on equity of 31.94% and a net margin of 39.34%.The business's revenue for the quarter was up 18.3% on a year-over-year basis. During the same quarter last year, the firm earned $3.46 earnings per share. Research analysts expect that Microsoft Corporation will post 16.76 EPS for the current fiscal year.

Microsoft Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Thursday, June 11th. Shareholders of record on Thursday, May 21st will be given a dividend of $0.91 per share. The ex-dividend date of this dividend is Thursday, May 21st. This represents a $3.64 dividend on an annualized basis and a yield of 0.8%. Microsoft's dividend payout ratio is presently 21.67%.

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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