Microsoft Corporation $MSFT Position Boosted by 1900 Wealth Management LLC

Key Points

• 1900 Wealth Management boosted its Microsoft stake by 11.2% in Q4 to 14,412 shares valued at $6.97 million, while institutional investors collectively own about 71.13% of the stock.
• Insider activity was mixed: EVP Kathleen Hogan sold 12,321 shares for roughly $5.05 million (an 8.2% cut to her holdings), while director John W. Stanton bought 5,000 shares for about $1.99 million.
• Recent results and outlook: Microsoft beat estimates with Q earnings of $4.14 EPS on $81.27 billion revenue (up 16.7% year‑over‑year), has a $3.12 trillion market cap, a consensus "Moderate Buy" target of $577.58, and declared a $0.91 quarterly dividend (0.9% yield).

1900 Wealth Management LLC grew its holdings in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 11.2% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 14,412 shares of the software giant's stock after purchasing an additional 1,447 shares during the period. 1900 Wealth Management LLC's holdings in Microsoft were worth $6,970,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors also recently made changes to their positions in MSFT. Longfellow Investment Management Co. LLC boosted its holdings in shares of 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 buying an additional 20 shares during the period. Bayforest Capital Ltd acquired a new stake in shares of Microsoft during the third quarter worth approximately $38,000. LSV Asset Management acquired a new stake in shares of Microsoft during the fourth quarter worth approximately $44,000. Sellwood Investment Partners LLC acquired a new stake in shares of Microsoft during the third quarter worth approximately $49,000. Finally, University of Illinois Foundation acquired a new stake in shares of Microsoft during the second quarter worth approximately $50,000. 71.13% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

In other news, EVP Kathleen T. Hogan sold 12,321 shares of Microsoft stock in a transaction that occurred on 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 owned 137,933 shares of the company's stock, valued at $56,486,322.16. This trade represents a 8.20% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, Director John W. Stanton purchased 5,000 shares of the company's stock in a transaction dated Wednesday, February 18th. The stock was purchased at an average cost of $397.35 per share, for a total transaction of $1,986,750.00. Following the transaction, the director owned 83,905 shares of the company's stock, valued at approximately $33,339,651.75. This trade represents a 6.34% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Company insiders own 0.03% of the company's stock.

Key Headlines Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Historic multi‑day rally and an “extreme bounce” vs. options pricing — momentum traders are piling in after an unusually large short‑term rebound that options markets hadn’t priced. Read More.
• Positive Sentiment: New commercial wins and partnerships widen enterprise AI reach — a five‑year strategic AI, cybersecurity and cloud deal with Stellantis expands Microsoft’s addressable market in automotive software and services. Read More.
• Positive Sentiment: AI infrastructure buildouts support product adoption — Microsoft secured spare capacity at a Norway data center originally tied to OpenAI (adding large GPU capacity) and an early online Fairweather data center, strengthening Azure’s AI compute supply. Read More. • Read More.
• Positive Sentiment: Wall Street support remains — TD Cowen reiterated a Buy with a $540 target (still below prior $610 target) and other analysts continue to see long‑term AI/cloud upside, giving investors conviction to buy the dip. Read More.
• Neutral Sentiment: Government adoption of Microsoft AI tools (CFTC surveillance) highlights public‑sector demand but is unlikely to move near‑term revenue materially — reflects platform credibility more than a big immediate revenue boost. Read More.
• Neutral Sentiment: Heavy options and unusual volume are amplifying moves — some of the price action reflects positioning and technical dynamics rather than fundamental news. Read More.
• Negative Sentiment: Competition and product risk — reports that Anthropic/OpenAI moves and new models (Claude Mythos) could pressure Copilot adoption raise execution and competitive risk for Microsoft’s AI offerings. Read More.
• Negative Sentiment: Analyst caution and valuation headwinds — some firms recently cut price targets (Piper Sandler, Robert W. Baird, etc.) and investors remain concerned about heavy AI capex (data‑center spending) weighing on near‑term returns. Read More. • Read More.
• Negative Sentiment: Reputational/ESG noise — the NYT piece on Microsoft scaling back carbon‑removal commitments could prompt criticism and potential impairments or higher scrutiny. Read More.

Wall Street Analyst Weigh In

MSFT has been the subject of several research reports. Sanford C. Bernstein restated an "outperform" rating and set a $641.00 price target (down from $645.00) on shares of Microsoft in a report on Thursday, January 29th. Evercore decreased their price target on shares of Microsoft from $640.00 to $580.00 and set an "outperform" rating for the company in a report on Thursday, January 29th. 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 report on Wednesday, February 4th. Melius Research set a $430.00 price target on shares of Microsoft in a report on Monday, February 9th. Finally, Weiss Ratings cut shares of Microsoft from a "buy (b-)" rating to a "hold (c+)" rating in a research note on Tuesday, March 24th. Two research analysts have rated the stock with a Strong Buy rating, thirty-eight have given a Buy rating and five have issued a Hold rating to the company's stock. According to MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and a consensus target price of $577.58.

Microsoft Price Performance

NASDAQ MSFT opened at $420.26 on Friday. The company has a quick ratio of 1.38, a current ratio of 1.39 and a debt-to-equity ratio of 0.09. The stock has a market capitalization of $3.12 trillion, a PE ratio of 26.28, a price-to-earnings-growth ratio of 1.55 and a beta of 1.11. The company has a 50 day moving average price of $391.43 and a two-hundred day moving average price of $455.12. Microsoft Corporation has a 12-month low of $355.67 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 EPS for the quarter, beating analysts' consensus estimates of $3.86 by $0.28. Microsoft had a net margin of 39.04% and a return on equity of 32.34%. The company had revenue of $81.27 billion for the quarter, compared to analyst estimates of $80.28 billion. During the same quarter last year, the firm posted $3.23 earnings per share. The company's quarterly revenue was up 16.7% compared to the same quarter last year. As a group, equities analysts predict 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 given a $0.91 dividend. The ex-dividend date of this dividend 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 (DPR) is currently 22.76%.

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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