Microsoft Corporation $MSFT Shares Bought by Y.D. More Investments Ltd

Key Points

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Y.D. More Investments Ltd grew its position in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 7.6% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 58,569 shares of the software giant's stock after acquiring an additional 4,113 shares during the quarter. Microsoft comprises about 1.3% of Y.D. More Investments Ltd's investment portfolio, making the stock its 16th largest holding. Y.D. More Investments Ltd's holdings in Microsoft were worth $28,330,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently modified their holdings of the company. WFA Asset Management Corp boosted its position in Microsoft by 27.0% during the 1st quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant's stock worth $427,000 after acquiring an additional 216 shares during the period. Ironwood Wealth Management LLC. boosted its position in Microsoft by 0.3% during the 2nd quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant's stock worth $5,658,000 after acquiring an additional 38 shares during the period. Discipline Wealth Solutions LLC boosted its position in Microsoft by 410.4% during the 3rd quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant's stock worth $1,144,000 after acquiring an additional 2,138 shares during the period. Wealth Group Ltd. lifted its holdings in shares of Microsoft by 1.2% in the fourth quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant's stock valued at $1,000,000 after buying an additional 28 shares during the period. Finally, Eagle Capital Management LLC lifted its holdings in shares of Microsoft by 0.4% in the fourth quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant's stock valued at $9,735,000 after buying an additional 96 shares during the period. Institutional investors and hedge funds own 71.13% of the company's stock.

Insider Activity

In other Microsoft news, Director John W. Stanton bought 5,000 shares of the stock in a transaction on Wednesday, February 18th. The shares were bought at an average price of $397.35 per share, with a total value of $1,986,750.00. Following the purchase, the director directly owned 83,905 shares in the company, valued at $33,339,651.75. The trade was a 6.34% increase in their position. The acquisition was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, EVP Kathleen T. Hogan sold 12,321 shares of Microsoft stock in a transaction dated 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 directly owned 137,933 shares in the company, valued at approximately $56,486,322.16. This trade represents a 8.20% decrease in their position. The SEC filing for this sale provides additional information. 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: Xbox Game Pass Ultimate price cut — Xbox cut Game Pass Ultimate ~23% to $22.99/month (removes day‑one Call of Duty access). Markets are treating the move as pro‑growth for engagement and subs, which may support long‑term monetization via more users and higher lifetime ARPU from add‑ons and cloud gaming. Microsoft (MSFT) Stock Gains After Xbox Game Pass Ultimate Sees Major Price Reduction
• Positive Sentiment: OpenAI product upgrade — OpenAI (Microsoft‑backed) launched ChatGPT Images 2.0, strengthening the broader AI ecosystem that benefits Microsoft through its cloud and platform integrations. This supports expectations for continued Azure demand for AI workloads. OpenAI Launches ChatGPT Images 2.0 – Here’s What You Need to Know
• Positive Sentiment: Enterprise & industrial partnerships expand revenue pipeline — New and deeper deals (Stellantis, Accenture, Moody’s Copilot integration, Hubersuhner/Azure fiber work) underline Microsoft’s traction selling cloud+AI into large enterprise and industrial customers. These support Azure and Microsoft 365 Copilot adoption ahead of earnings. Microsoft Deepens Industrial AI Role With Stellantis And Hannover Messe Deals
• Positive Sentiment: Partner/insider activity — Cyviz extended a global framework agreement with Microsoft and Manitou Investment increased its MSFT stake, signaling partner renewal and institutional appetite. Cyviz Extends Global Microsoft Pact and Delivers New Security Operations Centers Manitou Investment Boosts Microsoft Stake with 22,654 Shares
• Neutral Sentiment: Analyst views & price targets — Some price targets were trimmed (Citigroup cut to $600 from $635) while the bulk of sell‑side coverage remains constructive. This is mixed for near‑term sentiment but keeps upside in many street models ahead of the April 29 earnings report. Finviz – Citigroup lowers MSFT price target
• Negative Sentiment: UK licensing lawsuit — A London tribunal ruled Microsoft must face a mass $2.8B suit alleging over‑charging for server licenses on rival clouds. Legal exposure and potential damages add headline risk and could pressure margins or require reserves if plaintiffs prevail. Microsoft must face $2.8 billion UK lawsuit over cloud computing licences
• Negative Sentiment: Scrutiny of AI investments — Opinion pieces and analyst notes are increasingly focused on Microsoft’s heavy AI capex and strategic tradeoffs; sustained scrutiny could influence sentiment into earnings if growth vs. margin tradeoffs aren’t clarified. Microsoft AI Investments Face Scrutiny

Microsoft Trading Up 1.5%

Shares of MSFT opened at $424.16 on Wednesday. The business's 50-day moving average price is $392.16 and its 200 day moving average price is $452.23. The stock has a market capitalization of $3.15 trillion, a P/E ratio of 26.53, a P/E/G ratio of 1.58 and a beta of 1.11. Microsoft Corporation has a 1-year low of $356.28 and a 1-year high of $555.45. The company has a current ratio of 1.39, a quick ratio of 1.38 and a debt-to-equity ratio of 0.09.

Microsoft (NASDAQ:MSFT - Get Free Report) last issued its quarterly earnings results 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 firm had revenue of $81.27 billion for the quarter, compared to analysts' expectations of $80.28 billion. Microsoft had a return on equity of 32.34% and a net margin of 39.04%.Microsoft's revenue was up 16.7% on a year-over-year basis. During the same quarter last year, the business posted $3.23 EPS. Analysts expect that Microsoft Corporation will post 16.54 earnings per share for the current year.

Microsoft Dividend Announcement

The firm 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. This represents a $3.64 annualized dividend and a yield of 0.9%. The ex-dividend date of this dividend is Thursday, May 21st. Microsoft's payout ratio is 22.76%.

Wall Street Analyst Weigh In

Several brokerages have recently weighed in on MSFT. Rothschild & Co Redburn set a $450.00 price objective on Microsoft in a report on Wednesday, January 21st. William Blair restated an "outperform" rating on shares of Microsoft in a report on Monday, March 9th. Royal Bank Of Canada restated an "outperform" rating on shares of Microsoft in a report on Monday, March 2nd. JPMorgan Chase & Co. cut their price objective on Microsoft from $575.00 to $550.00 and set an "overweight" rating for the company in a report on Thursday, January 29th. Finally, Benchmark started coverage on Microsoft in a report on Wednesday, April 1st. They issued a "buy" rating for the company. Two investment analysts have rated the stock with a Strong Buy rating, thirty-eight have issued a Buy rating and five have given a Hold rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and a consensus price target of $576.66.

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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