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

Key Points

• Segment Wealth Management LLC increased its Microsoft stake by 2.0% in Q4, bringing its holdings to 70,594 shares worth about $34.1 million. Microsoft is now its 9th largest position and makes up roughly 2.0% of the firm’s portfolio.
• Microsoft reported strong quarterly results, with EPS of $4.27 topping estimates and revenue of $82.89 billion also ahead of forecasts. Revenue rose 18.3% year over year, underscoring continued business momentum.
• Analysts remain broadly positive on MSFT, with 39 Buy ratings and an average target price of $560.88, though several firms recently trimmed their price targets. The article also notes ongoing investor interest tied to Microsoft’s AI and cloud growth story, alongside some regulatory and cybersecurity concerns.

Segment Wealth Management LLC boosted its stake in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 2.0% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 70,594 shares of the software giant's stock after acquiring an additional 1,390 shares during the quarter. Microsoft comprises about 2.0% of Segment Wealth Management LLC's holdings, making the stock its 9th largest holding. Segment Wealth Management LLC's holdings in Microsoft were worth $34,141,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently bought and sold shares of MSFT. IRON Financial LLC boosted its stake in shares of Microsoft by 23.2% during the 3rd quarter. IRON Financial LLC now owns 6,510 shares of the software giant's stock valued at $3,372,000 after buying an additional 1,225 shares during the last quarter. PMG Family Office LLC purchased a new position in shares of Microsoft during the 3rd quarter valued at approximately $828,000. Trifecta Capital Advisors LLC boosted its stake in shares of Microsoft by 2.3% during the 3rd quarter. Trifecta Capital Advisors LLC now owns 70,175 shares of the software giant's stock valued at $36,347,000 after buying an additional 1,572 shares during the last quarter. TD Waterhouse Canada Inc. boosted its stake in shares of Microsoft by 1.0% during the 3rd quarter. TD Waterhouse Canada Inc. now owns 949,901 shares of the software giant's stock valued at $493,860,000 after buying an additional 9,700 shares during the last quarter. Finally, Werba Rubin Papier Wealth Management boosted its stake in shares of Microsoft by 15.7% during the 4th quarter. Werba Rubin Papier Wealth Management now owns 12,492 shares of the software giant's stock valued at $6,041,000 after buying an additional 1,698 shares during the last quarter. Hedge funds and other institutional investors own 71.13% of the company's stock.

Insider Buying and Selling at Microsoft

In other Microsoft news, EVP Amy Coleman sold 1,262 shares of the stock in a transaction on Thursday, May 14th. The stock was 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 of the company's stock, valued at $18,922,874.02. This trade represents a 2.67% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, EVP Kathleen T. Hogan sold 12,321 shares of the stock in a transaction on Friday, March 6th. The stock was sold at an average price of $409.52, for a total value of $5,045,695.92. Following the completion of the sale, the executive vice president directly 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 company insiders.

Microsoft Stock Performance

MSFT stock opened at $421.06 on Thursday. The company has a current ratio of 1.28, a quick ratio of 1.27 and a debt-to-equity ratio of 0.08. The firm has a market cap of $3.13 trillion, a P/E ratio of 25.06, a P/E/G ratio of 1.50 and a beta of 1.10. Microsoft Corporation has a 12-month low of $356.28 and a 12-month high of $555.45. The stock's 50 day simple moving average is $398.83 and its 200 day simple moving average is $438.30.

Microsoft (NASDAQ:MSFT - Get Free Report) last posted its quarterly earnings results on Wednesday, April 29th. The software giant reported $4.27 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.06 by $0.21. The business had revenue of $82.89 billion for the quarter, compared to analyst estimates of $81.44 billion. Microsoft had a return on equity of 31.94% and a net margin of 39.34%.The business's revenue was up 18.3% compared to the same quarter last year. During the same period in the prior year, the company posted $3.46 EPS. As a group, equities research analysts predict that Microsoft Corporation will post 16.76 EPS for the current 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 $0.91 dividend. The ex-dividend date of this dividend is Thursday, May 21st. This represents a $3.64 annualized dividend and a yield of 0.9%. Microsoft's dividend payout ratio (DPR) is currently 21.67%.

Trending Headlines about Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Wedbush said Microsoft’s restructured OpenAI partnership looks like a net positive rather than a setback, reinforcing the view that MSFT remains a key beneficiary of enterprise AI adoption. Wedbush Views Microsoft (MSFT)’s Restructured OpenAI Partnership As Net Positive Rather Than Strategic Failure
• Positive Sentiment: Microsoft is still being framed as a leading AI and cloud winner, with commentary highlighting Azure growth, Copilot demand, and broader enterprise AI spending as long-term drivers. Wedbush Views Microsoft (MSFT)’s Restructured OpenAI Partnership As Net Positive Rather Than Strategic Failure
• Positive Sentiment: Microsoft is also attracting investor attention as a preferred AI holding, with one high-profile investor reportedly rotating out of Alphabet and into MSFT, which can be seen as a vote of confidence in the stock’s AI positioning. This Famous Investor Just Sold All Of His Alphabet Stock and Loaded Up On Microsoft Stock. Should You?
• Positive Sentiment: Microsoft announced a large purchase of 650,000 metric tons of carbon removal credits, suggesting continued investment in sustainability initiatives that may support its long-term corporate image and compliance goals. Microsoft's carbon removal plans aren't dead after all
• Neutral Sentiment: Some market commentary suggests Microsoft may be undervalued after a recent pullback, but that view is still debated and depends on whether AI spending translates into sustained earnings growth. Why Bill Ackman Thinks the Selloff in Microsoft Stock Is Misguided
• Negative Sentiment: The UK Competition and Markets Authority opened a probe into Microsoft’s software practices, creating a regulatory overhang that could pressure sentiment if scrutiny expands. UK CMA Opens Probe Into Microsoft (MSFT) Software Practices
• Negative Sentiment: GitHub, which is owned by Microsoft, confirmed a security incident involving stolen internal repositories, adding a cybersecurity headline that could weigh on the stock near term. GitHub confirms 3,800 internal repos stolen through poisoned VS Code extension as supply chain worm hits Microsoft's Python SDK

Analyst Ratings Changes

Several equities analysts have recently commented on MSFT shares. DA Davidson reduced their target price on Microsoft from $650.00 to $550.00 and set a "buy" rating for the company in a research note on Thursday, April 30th. Oppenheimer reiterated an "outperform" rating and set a $515.00 target price (down from $630.00) on shares of Microsoft in a research note on Monday, April 27th. Rothschild & Co Redburn reduced their target price on Microsoft from $450.00 to $400.00 and set a "neutral" rating for the company in a research note on Thursday, April 23rd. Melius Research set a $430.00 target price on Microsoft in a research note on Monday, February 9th. Finally, New Street Research reduced their target price on Microsoft from $675.00 to $600.00 and set a "buy" rating for the company in a research note on Thursday, April 30th. Thirty-nine research analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company's stock. According to data from MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and an average target price of $560.88.

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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