Microsoft Corporation $MSFT is Udine Wealth Management Inc.'s 3rd Largest Position

Key Points

• Udine Wealth Management boosted its holdings in Microsoft by 3.7% in Q4 to 42,501 shares (worth $20.55M), making MSFT 9.7% of its portfolio and its third-largest position.
• Notable insider activity: EVP Kathleen T. Hogan sold 12,321 shares at about $409.52 (~$5.05M), cutting her stake 8.2%, while director John W. Stanton purchased 5,000 shares at about $397.35 (~$1.99M), a 6.34% increase.
• Microsoft recently beat quarterly estimates (EPS $4.14 vs $3.86; revenue $81.27B), declared a $0.91 quarterly dividend (annualized $3.64, 0.9% yield), and carries a consensus "Moderate Buy" with a $579.82 target amid heavy AI/data‑center investment and mixed analyst sentiment.

Udine Wealth Management Inc. boosted its holdings in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 3.7% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 42,501 shares of the software giant's stock after purchasing an additional 1,528 shares during the period. Microsoft makes up 9.7% of Udine Wealth Management Inc.'s portfolio, making the stock its 3rd largest position. Udine Wealth Management Inc.'s holdings in Microsoft were worth $20,554,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently modified their holdings of MSFT. Longfellow Investment Management Co. LLC raised its stake 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 valued at $29,000 after acquiring an additional 20 shares during the last quarter. Bayforest Capital Ltd bought a new position in shares of Microsoft during the third quarter valued at about $38,000. LSV Asset Management bought a new position in shares of Microsoft during the fourth quarter valued at about $44,000. Sellwood Investment Partners LLC bought a new position in shares of Microsoft during the third quarter valued at about $49,000. Finally, University of Illinois Foundation bought a new position in shares of Microsoft during the second quarter valued at about $50,000. 71.13% of the stock is owned by institutional investors.

Insider Buying and Selling

In other news, EVP Kathleen T. Hogan sold 12,321 shares of the stock in a transaction that occurred on 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 in the company, valued at $56,486,322.16. This represents a 8.20% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, Director John W. Stanton purchased 5,000 shares of the business's stock in a transaction dated Wednesday, February 18th. The shares were purchased at an average price of $397.35 per share, for a total transaction of $1,986,750.00. Following the acquisition, the director owned 83,905 shares of the company's stock, valued at approximately $33,339,651.75. The trade was a 6.34% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Corporate insiders own 0.03% of the company's stock.

Microsoft Price Performance

Shares of MSFT opened at $411.22 on Thursday. The stock has a market cap of $3.05 trillion, a PE ratio of 25.72, a price-to-earnings-growth ratio of 1.49 and a beta of 1.11. The company has a debt-to-equity ratio of 0.09, a quick ratio of 1.38 and a current ratio of 1.39. Microsoft Corporation has a fifty-two week low of $355.67 and a fifty-two week high of $555.45. The firm's 50-day simple moving average is $390.90 and its two-hundred day simple moving average is $455.36.

Microsoft (NASDAQ:MSFT - Get Free Report) last announced its quarterly earnings data on Wednesday, January 28th. The software giant reported $4.14 earnings per share for the quarter, topping analysts' consensus estimates of $3.86 by $0.28. The business 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 business's revenue was up 16.7% compared to the same quarter last year. During the same quarter in the prior year, the company earned $3.23 earnings per share. Analysts anticipate that Microsoft Corporation will post 13.08 earnings per share for the current fiscal year.

Microsoft Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Thursday, June 11th. Stockholders of record on Thursday, May 21st will be issued a dividend of $0.91 per share. The ex-dividend date is Thursday, May 21st. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.9%. Microsoft's dividend payout ratio is presently 22.76%.

Key Headlines Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Picked up OpenAI’s abandoned Norway capacity and will rent ~30,000 Nvidia chips from Nscale — a concrete boost to Microsoft’s AI compute footprint that supports near‑term Copilot/Azure AI demand. OpenAI pulls back from Stargate Norway data center deal as Microsoft takes over
• Positive Sentiment: Announced a large data‑center land buy (3,200 acres in Wyoming) and other site expansions—signals Microsoft is scaling physical capacity to support Azure/AI growth. Microsoft’s (MSFT) Data Center Push Continues with New 3,200 Acre Wyoming Campus
• Positive Sentiment: Wall Street and boutique analysts remain constructive: TD Cowen reiterated a Buy / $540 target and some firms keep Outperform calls — supporting upside expectations despite recent price weakness. Microsoft: Long-Term AI and Cloud Tailwinds Justify Higher Target Despite Near-Term Range-Bound Trading
• Neutral Sentiment: Affirmed multi‑billion dollar AI infrastructure commitments in Japan (reported $10B expansion) — supportive for long‑term growth but capital‑intensive and gradual to monetize. Microsoft Corporation (MSFT) Affirms $10B AI Infrastructure Expansion in Japan
• Neutral Sentiment: Third‑party partners and ecosystem wins (e.g., Rezolve AI models in Microsoft Foundry) expand Azure demand but are incremental rather than transformational in the near term. Can Rezolve AI’s (RZLV) Microsoft Foundry Deal Reframe Its Edge In Retail “Commerce Superintelligence”?
• Negative Sentiment: Competition and product risk: reports suggest Anthropic’s Claude/Mythos and other rivals could hinder Copilot adoption and pressure enterprise customers to evaluate alternatives. That dynamic raises execution risk for Microsoft’s premium Copilot monetization path. Microsoft: Claude Just Threatened Copilot Adoption
• Negative Sentiment: Partnership friction: OpenAI internal comments surfaced that Microsoft’s partnership limited its reach while AWS Bedrock demand is described as “staggering,” flagging potential channel/partner dynamics that could affect future AI revenue mix. OpenAI Says Microsoft 'Limited' Its Reach, Slams Anthropic For 'Inflated $30B Revenue
• Negative Sentiment: Investor worry over heavy AI capex and allocation: coverage questions whether the AI/data‑center build is a high‑return growth engine or a prolonged capex drag; that debate keeps valuation under pressure. Microsoft's AI Data Center Push: Growth Engine or Capex Trap?
• Negative Sentiment: ESG/reputation: The NYT reports Microsoft pulled back from carbon‑removal commitments, which could draw criticism from ESG investors and add reputational risk. Carbon Removal Industry Reels as Microsoft Retreats

Analysts Set New Price Targets

Several brokerages have recently commented on MSFT. Wall Street Zen downgraded shares of Microsoft from a "buy" rating to a "hold" rating in a research note on Sunday, January 18th. Stifel Nicolaus reaffirmed 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. Rothschild & Co Redburn set a $450.00 price objective on shares of Microsoft in a research note on Wednesday, January 21st. Daiwa Securities Group decreased their price target on shares of Microsoft from $630.00 to $600.00 and set a "buy" rating for the company in a research note on Wednesday, February 4th. Finally, Piper Sandler decreased their price target on shares of Microsoft from $600.00 to $500.00 and set an "overweight" rating for the company in a research note on Tuesday. Two research analysts have rated the stock with a Strong Buy rating, thirty-eight have assigned a Buy rating and five have issued a Hold rating to the company's stock. Based on data from MarketBeat, Microsoft currently has a consensus rating of "Moderate Buy" and a consensus target price of $579.82.

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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