Microsoft Corporation $MSFT Shares Acquired by Silver Oak Securities Incorporated

Key Points

• Silver Oak Securities increased its stake in Microsoft by 7.0% in Q4, owning 31,368 shares worth about $15.29 million, roughly 1.0% of the firm's holdings and its 15th-largest position.
• Analysts maintain a consensus rating of "Moderate Buy" with a mean price target of $588.97, despite several firms (KeyCorp, Deutsche Bank, UBS) trimming their targets this year.
• Insider activity was mixed: EVP Kathleen Hogan sold 12,321 shares (~$5.05M), an 8.2% reduction in her stake, while Director John W. Stanton bought 5,000 shares at about $397 each.

Silver Oak Securities Incorporated grew its stake in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 7.0% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 31,368 shares of the software giant's stock after purchasing an additional 2,047 shares during the quarter. Microsoft makes up approximately 1.0% of Silver Oak Securities Incorporated's holdings, making the stock its 15th biggest holding. Silver Oak Securities Incorporated's holdings in Microsoft were worth $15,291,000 at the end of the most recent reporting period.

Other institutional investors have also modified their holdings of the company. IRON Financial LLC boosted its position in shares of Microsoft by 23.2% during the third quarter. IRON Financial LLC now owns 6,510 shares of the software giant's stock worth $3,372,000 after buying an additional 1,225 shares during the period. Wellington Capital Management Inc. acquired a new stake in Microsoft in the 2nd quarter valued at approximately $9,941,000. PMG Family Office LLC bought a new stake in Microsoft during the 3rd quarter valued at $828,000. Trifecta Capital Advisors LLC boosted its position in Microsoft by 2.3% during the 3rd quarter. Trifecta Capital Advisors LLC now owns 70,175 shares of the software giant's stock worth $36,347,000 after acquiring an additional 1,572 shares during the period. Finally, 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 in the last quarter. Institutional investors and hedge funds own 71.13% of the company's stock.

Wall Street Analysts Forecast Growth

Several equities analysts have commented on the stock. KeyCorp lowered their target price on shares of Microsoft from $630.00 to $600.00 and set an "overweight" rating on the stock in a research note on Thursday, January 29th. The Goldman Sachs Group reissued a "buy" rating on shares of Microsoft in a report on Thursday, February 12th. Morgan Stanley reaffirmed an "overweight" rating on shares of Microsoft in a report on Thursday, January 29th. Deutsche Bank Aktiengesellschaft cut their price target on shares of Microsoft from $630.00 to $575.00 and set a "buy" rating for the company in a report on Thursday, January 29th. Finally, UBS Group lowered their price objective on shares of Microsoft from $600.00 to $510.00 and set a "buy" rating on the stock in a research note on Wednesday, March 25th. Two investment 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, the stock presently has a consensus rating of "Moderate Buy" and a consensus price target of $588.97.

Insider Activity at Microsoft

In other Microsoft news, EVP Kathleen T. Hogan sold 12,321 shares of the business's 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 completion of the sale, the executive vice president directly owned 137,933 shares of the company's stock, valued at $56,486,322.16. The trade was a 8.20% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, Director John W. Stanton acquired 5,000 shares of Microsoft stock in a transaction dated Wednesday, February 18th. The stock was purchased at an average price of $397.35 per share, with a total value of $1,986,750.00. Following the completion of the purchase, the director directly owned 83,905 shares of the company's stock, valued at $33,339,651.75. The trade was a 6.34% increase in their position. The SEC filing for this purchase provides additional information. Company insiders own 0.03% of the company's stock.

Microsoft News Roundup

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Expanded marketing tie-up with Publicis strengthens Microsoft’s positioning in AI-driven advertising and marketing workflows, supporting revenue potential outside core cloud products. Read More.
• Positive Sentiment: Microsoft is rolling out enterprise AI infrastructure and governance (Agent 365 launch partners like Reply), which helps convert enterprise demand for managed AI agents into repeatable revenue. This is a strategic enterprise sales lever for Azure and services. Read More.
• Positive Sentiment: M12-backed RAAPID investment (healthcare AI) highlights Microsoft’s ecosystem play and could widen Azure/Microsoft Health adoption in a regulated vertical. Read More.
• Neutral Sentiment: Microsoft’s large backlog / remaining performance obligations (RPO) — cited above $625B in coverage — gives revenue visibility that could offset short-term margin pressure from capex. Read More.
• Neutral Sentiment: Upcoming April earnings release date (Q3 FY26) focuses investors on guidance and capex cadence — a scheduled catalyst that could swing sentiment either way. Read More.
• Negative Sentiment: Market concerns about sharply higher capital expenditures for AI infrastructure and faster-than-expected competition (Google/Anthropic) are pressuring margins and valuation multiples. Coverage highlights a “Copilot code red” overhaul and investor fear that AI buildout costs will persist. Read More.
• Negative Sentiment: Wave of senior departures raises execution and talent-retention concerns at a sensitive time for product rollouts. Investor nervousness on leadership stability amplifies sell-pressure. Read More.
• Negative Sentiment: Broader tech sell-off, geopolitical risk (Middle East) and headlines about developer/service disruptions (e.g., VeraCrypt account lock) are worsening sentiment and liquidity for big-cap tech stocks like MSFT. Read More. • Read More.

Microsoft Stock Performance

Microsoft stock opened at $373.07 on Friday. The firm's 50 day simple moving average is $393.29 and its 200-day simple moving average is $459.09. The company has a market cap of $2.77 trillion, a P/E ratio of 23.33, a price-to-earnings-growth ratio of 1.42 and a beta of 1.11. The company has a debt-to-equity ratio of 0.09, a current ratio of 1.39 and a quick ratio of 1.38. Microsoft Corporation has a fifty-two week low of $355.67 and a fifty-two week high of $555.45.

Microsoft (NASDAQ:MSFT - Get Free Report) last released its earnings results on Wednesday, January 28th. The software giant reported $4.14 earnings per share for the quarter, topping the consensus estimate of $3.86 by $0.28. The business had revenue of $81.27 billion for the quarter, compared to the consensus estimate of $80.28 billion. Microsoft had a net margin of 39.04% and a return on equity of 32.34%. The firm's quarterly revenue was up 16.7% compared to the same quarter last year. During the same period last year, the firm posted $3.23 earnings per share. As a group, equities research analysts predict that Microsoft Corporation will post 13.08 EPS for the current year.

Microsoft Announces Dividend

The company also recently announced 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. This represents a $3.64 annualized dividend and a dividend yield of 1.0%. The ex-dividend date of this dividend is Thursday, May 21st. Microsoft's dividend payout ratio (DPR) is 22.76%.

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).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.