Microsoft Corporation $MSFT Position Lessened by Oregon Pacific Wealth Management LLC

Key Points

• Oregon Pacific Wealth Management LLC cut its Microsoft stake by 73.0% in Q4, selling 10,175 shares and leaving 3,762 shares worth $1.819 million (about 1.9% of its portfolio), making MSFT its 10th largest holding.
• Microsoft agreed to take spare capacity at a Norway data center originally intended for OpenAI, giving it access to tens of thousands of Nvidia GPUs and immediately boosting Azure and Copilot compute capacity and short‑term stock momentum.
• Analysts are mixed but lean positive — MarketBeat's consensus is a Moderate Buy with an average price target of $579.82 despite several target trims (e.g., BNP Paribas to $556); Microsoft also beat quarterly estimates with $4.14 EPS vs. $3.86 and announced a $0.91 quarterly dividend.

Oregon Pacific Wealth Management LLC lessened its holdings in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 73.0% during the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor owned 3,762 shares of the software giant's stock after selling 10,175 shares during the period. Microsoft accounts for approximately 1.9% of Oregon Pacific Wealth Management LLC's portfolio, making the stock its 10th largest holding. Oregon Pacific Wealth Management LLC's holdings in Microsoft were worth $1,819,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently made changes to their positions in the business. IRON Financial LLC grew its stake in shares of Microsoft by 23.2% in the third quarter. IRON Financial LLC now owns 6,510 shares of the software giant's stock worth $3,372,000 after purchasing an additional 1,225 shares during the last quarter. PMG Family Office LLC bought a new stake in shares of Microsoft in the third quarter worth about $828,000. Trifecta Capital Advisors LLC grew its stake in shares of Microsoft by 2.3% in the third quarter. Trifecta Capital Advisors LLC now owns 70,175 shares of the software giant's stock worth $36,347,000 after purchasing an additional 1,572 shares during the last quarter. Weaver Capital Management LLC grew its stake in shares of Microsoft by 14.0% in the third quarter. Weaver Capital Management LLC now owns 18,340 shares of the software giant's stock worth $9,499,000 after purchasing an additional 2,247 shares during the last quarter. Finally, TD Waterhouse Canada Inc. grew its stake in shares of Microsoft by 1.0% in the third quarter. TD Waterhouse Canada Inc. now owns 949,901 shares of the software giant's stock worth $493,860,000 after purchasing an additional 9,700 shares during the last quarter. Hedge funds and other institutional investors own 71.13% of the company's stock.

Analyst Upgrades and Downgrades

Several analysts recently issued reports on MSFT shares. BNP Paribas Exane cut their target price on Microsoft from $659.00 to $556.00 and set an "outperform" rating on the stock in a research note on Friday, April 10th. Morgan Stanley reaffirmed an "overweight" rating on shares of Microsoft in a research report on Thursday, January 29th. Wall Street Zen cut Microsoft from a "buy" rating to a "hold" rating in a research report on Sunday, January 18th. Oppenheimer reaffirmed an "outperform" rating on shares of Microsoft in a research report on Thursday, January 29th. Finally, Sanford C. Bernstein reaffirmed an "outperform" rating and set a $641.00 price objective (down from $645.00) on shares of Microsoft in a research report on Thursday, January 29th. Two research analysts have rated the stock with a Strong Buy rating, thirty-eight have given a Buy rating and five have given a Hold rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of "Moderate Buy" and an average price target of $579.82.

Microsoft Price Performance

Shares of NASDAQ MSFT opened at $411.22 on Thursday. Microsoft Corporation has a twelve month low of $355.67 and a twelve month high of $555.45. The firm has a market cap of $3.05 trillion, a P/E ratio of 25.72, a PEG ratio of 1.49 and a beta of 1.11. The company has a 50 day moving average of $390.90 and a 200 day moving average of $455.36. The company has a quick ratio of 1.38, a current ratio of 1.39 and a debt-to-equity ratio of 0.09.

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 company had revenue of $81.27 billion during the quarter, compared to analyst estimates of $80.28 billion. Microsoft had a net margin of 39.04% and a return on equity of 32.34%. The firm's revenue for the quarter was up 16.7% on a year-over-year basis. During the same period in the previous year, the business earned $3.23 EPS. As a group, research analysts expect that Microsoft Corporation will post 13.08 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 paid 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 yield of 0.9%. Microsoft's payout ratio is currently 22.76%.

More Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft agreed to take up spare capacity at a Norway data center originally intended for OpenAI, giving it access to tens of thousands of Nvidia GPUs and immediately boosting its AI compute footprint — a direct, near-term capacity win for Azure and Copilot workloads. OpenAI pulls back from Stargate Norway data center deal as Microsoft takes over
• Positive Sentiment: Technical and sentiment momentum: Microsoft just logged its best three-session performance since April 2023, reflecting a short-term rotation back into beaten-down mega-cap AI names and traders reacting to the compute/capacity news. Microsoft's stock has sprung back to life: It's on its strongest run in 3 years, by one measure
• Positive Sentiment: Analyst and industry bullishness: a number of commentaries and upgrades argue Microsoft’s pullback is overdone given its cloud backlog and Copilot monetization potential — supporting a view that further upside is possible if execution continues. Microsoft Stock Got Punished by AI Fears. The Market's Been Too Harsh.
• Neutral Sentiment: Massive AI capex and data‑center expansion remain a double‑edged sword: Microsoft is accelerating build‑out (including a new 3,200‑acre Wyoming site) and guiding very large capital spending — this supports long‑term growth but keeps near‑term capex scrutiny and margin pressure in play. Microsoft's AI Data Center Push: Growth Engine or Capex Trap?
• Neutral Sentiment: Unusually large options volume has been reported, indicating heightened trader activity and positioning around the name — this amplifies moves but can increase short‑term volatility. Microsoft Sees Unusually Large Options Volume NASDAQ: MSFT
• Negative Sentiment: Price‑target trims and valuation questions persist: several firms have reduced targets amid the post‑peak re‑rating, keeping upside under review and maintaining downside risk if growth or margin inflection points slip. Mizuho Trims Microsoft Price Target to $515: How Much Upside Is Left in This AI Titan?
• Negative Sentiment: Partnership and competitive risk: mixed signals from AI partners (OpenAI internal comments and Anthropic activity) highlight dependency and competitive uncertainty around who controls model distribution and which clouds customers choose — a potential long‑term strategic headwind. OpenAI Says Microsoft 'Limited' Its Reach, Slams Anthropic For 'Inflated $30B Revenue

Insiders Place Their Bets

In related news, Director John W. Stanton bought 5,000 shares of the firm's stock in a transaction on Wednesday, February 18th. The stock was acquired at an average cost of $397.35 per share, for a total transaction of $1,986,750.00. Following the purchase, the director owned 83,905 shares in the company, valued at approximately $33,339,651.75. This represents a 6.34% increase in their ownership of the stock. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Kathleen T. Hogan sold 12,321 shares of the business's stock in a transaction 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 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 disclosure for this sale is available in the SEC filing. 0.03% of the stock is currently owned by insiders.

About Microsoft

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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