Microsoft Corporation $MSFT Shares Acquired by Physician Wealth Advisors Inc.

Key Points

• Physician Wealth Advisors Inc. increased its Microsoft stake by 11.1% in the first quarter, buying 1,580 additional shares and bringing its total holdings to 15,846 shares worth about $5.87 million.
• Institutional ownership remains strong, with 71.13% of Microsoft’s stock held by institutional investors and hedge funds. Several other funds also reported modest to significant increases in their Microsoft positions.
• Analysts remain broadly positive on Microsoft, with 41 Buy ratings and seven Hold ratings, giving the stock a consensus “Moderate Buy” rating and an average price target of $559.84.

Physician Wealth Advisors Inc. grew its holdings in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 11.1% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 15,846 shares of the software giant's stock after buying an additional 1,580 shares during the period. Microsoft accounts for about 0.8% of Physician Wealth Advisors Inc.'s investment portfolio, making the stock its 27th biggest holding. Physician Wealth Advisors Inc.'s holdings in Microsoft were worth $5,866,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Longfellow Investment Management Co. LLC raised its holdings in Microsoft by 51.3% during 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 in the last quarter. Shepherd Kaplan Krochuk LLC boosted its stake in Microsoft by 4.9% during the 3rd quarter. Shepherd Kaplan Krochuk LLC now owns 431 shares of the software giant's stock valued at $223,000 after purchasing an additional 20 shares in the last quarter. Fischer Investment Strategies LLC increased its position in shares of Microsoft by 3.1% during the 4th quarter. Fischer Investment Strategies LLC now owns 697 shares of the software giant's stock valued at $337,000 after purchasing an additional 21 shares during the period. Pollock Investment Advisors LLC raised its stake in shares of Microsoft by 0.8% in the 3rd quarter. Pollock Investment Advisors LLC now owns 2,805 shares of the software giant's stock worth $1,453,000 after buying an additional 21 shares in the last quarter. Finally, Better Money Decisions LLC lifted its holdings in shares of Microsoft by 0.6% in the second quarter. Better Money Decisions LLC now owns 3,498 shares of the software giant's stock valued at $1,740,000 after buying an additional 21 shares during the period. 71.13% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

MSFT has been the subject of a number of research analyst reports. Citigroup began coverage on shares of Microsoft in a report on Monday, June 1st. They issued a "market outperform" rating for the company. Truist Financial dropped their target price on shares of Microsoft from $675.00 to $575.00 and set a "buy" rating on the stock in a report on Thursday, April 30th. Barclays reiterated an "overweight" rating on shares of Microsoft in a research report on Wednesday, June 3rd. Mizuho decreased their target price on Microsoft from $620.00 to $515.00 and set an "outperform" rating on the stock in a report on Tuesday, April 14th. Finally, Jefferies Financial Group reaffirmed a "buy" rating on shares of Microsoft in a research report on Monday, May 4th. Forty-one analysts have rated the stock with a Buy rating and seven have given a Hold rating to the stock. According to data from MarketBeat.com, Microsoft currently has a consensus rating of "Moderate Buy" and an average price target of $559.84.

Microsoft Price Performance

MSFT opened at $390.99 on Tuesday. The stock has a fifty day moving average price of $401.99 and a 200 day moving average price of $413.41. The company has a current ratio of 1.28, a quick ratio of 1.27 and a debt-to-equity ratio of 0.08. Microsoft Corporation has a 1 year low of $349.20 and a 1 year high of $555.45. The stock has a market cap of $2.90 trillion, a price-to-earnings ratio of 23.27, a PEG ratio of 1.21 and a beta of 1.13.

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

Microsoft Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Thursday, August 20th will be issued a dividend of $0.91 per share. The ex-dividend date is Thursday, August 20th. This represents a $3.64 annualized dividend and a dividend yield of 0.9%. Microsoft's payout ratio is presently 21.67%.

Microsoft News Summary

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Several recent articles highlighted Microsoft’s AI strategy as a growth driver, including comments from CEO Satya Nadella about “the next massive AI trade” and enterprise customers integrating more partner AI tools into Microsoft’s ecosystem. Article Title
• Positive Sentiment: Analyst commentary remained constructive ahead of Microsoft’s late-July earnings report, with bullish notes pointing to strong Azure growth, large commercial backlog, and expectations that AI spending can support longer-term revenue growth. Article Title
• Positive Sentiment: Multiple market write-ups argued Microsoft may be undervalued after this year’s pullback, with some firms seeing meaningful upside if the company converts AI and Azure demand into earnings growth. Article Title
• Neutral Sentiment: Microsoft continues to draw long-term investor support from institutional buying, government contract wins, and favorable analyst ratings, which helps reinforce confidence but is not a fresh catalyst by itself. Article Title
• Negative Sentiment: Shares are also being weighed by class-action lawsuit headlines tied to alleged Copilot-related misrepresentations and securities fraud claims, which add legal overhang and headline risk for investors. Article Title
• Negative Sentiment: Investor concern also remains centered on Microsoft’s heavy AI capital spending and environmental impact, with some commentary questioning whether rising capex and emissions can eventually pressure margins or sentiment. Article Title

Insider Activity at Microsoft

In other Microsoft news, EVP Takeshi Numoto sold 4,500 shares of the stock in a transaction on Wednesday, June 10th. The stock was sold at an average price of $402.84, for a total transaction of $1,812,780.00. Following the completion of the transaction, the executive vice president directly owned 47,468 shares in the company, valued at $19,122,009.12. This represents a 8.66% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CEO Judson Althoff sold 15,500 shares of Microsoft stock in a transaction dated Monday, June 1st. The shares were sold at an average price of $460.99, for a total transaction of $7,145,345.00. Following the transaction, the chief executive officer directly owned 110,477 shares of the company's stock, valued at $50,928,792.23. This represents a 12.30% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 23,762 shares of company stock worth $10,508,361 over the last three months. Company insiders own 0.03% of the company's stock.

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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