Microsoft Corporation $MSFT Shares Purchased by Burney Co.

Key Points

• Burney Co. raised its Microsoft stake by 13.4% to 162,488 shares (adding 19,189 shares), making MSFT its 5th largest holding at about $78.58 million and ~2.4% of the portfolio.
• Microsoft beat Q3 estimates (EPS $4.27 vs. $4.06; revenue $82.89B) with Azure/cloud growing ~40% and management citing an AI revenue run‑rate near $37B, but investors fretted after MSFT raised 2026 capex guidance toward ~$190B, sending the stock down ~3.9%.
• Microsoft declared a quarterly dividend of $0.91 (ex‑dividend May 21, payable June 11) while insiders moved stock: EVP Kathleen Hogan sold 12,321 shares (~$5.05M) and Director John W. Stanton purchased 5,000 shares.

Burney Co. increased its position in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 13.4% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 162,488 shares of the software giant's stock after purchasing an additional 19,189 shares during the period. Microsoft accounts for approximately 2.4% of Burney Co.'s portfolio, making the stock its 5th largest position. Burney Co.'s holdings in Microsoft were worth $78,582,000 at the end of the most recent quarter.

Other large investors also recently bought and sold shares of the company. WFA Asset Management Corp raised its holdings in shares of Microsoft by 27.0% in the first quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant's stock valued at $427,000 after buying an additional 216 shares during the last quarter. Ironwood Wealth Management LLC. raised its holdings in shares of Microsoft by 0.3% in the second quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant's stock valued at $5,658,000 after buying an additional 38 shares during the last quarter. Discipline Wealth Solutions LLC raised its holdings in shares of Microsoft by 410.4% in the third quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant's stock valued at $1,144,000 after buying an additional 2,138 shares during the last quarter. Wealth Group Ltd. raised 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 last quarter. Finally, Eagle Capital Management LLC raised 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 last quarter. Institutional investors and hedge funds own 71.13% of the company's stock.

Key Stories Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Q3 beat and AI/cloud momentum — MSFT beat EPS and revenue expectations, Azure/cloud growth accelerated ~40% and management cited an AI revenue run‑rate near $37B, supporting the long‑term growth story. Microsoft Q3 press release and transcript
• Positive Sentiment: Analysts largely remain bullish — multiple firms reaffirmed Buy/Outperform ratings and some raised targets (Wells Fargo, Piper Sandler and others), reflecting confidence in Azure and AI monetization. Microsoft Wins Buy Rating on Strong AI-Driven Cloud Momentum
• Positive Sentiment: Product traction: Copilot & LinkedIn monetization — management said paid Copilot users and LinkedIn AI hiring products are scaling, which supports higher recurring AI revenue potential. Microsoft says it has over 20m paid Copilot users
• Neutral Sentiment: Wall Street is split — some firms trimmed targets on valuation/spending concerns while others lifted targets on stronger AI monetization; expect continued divergent analyst commentary and price‑target revisions. Wall Street Splits on Microsoft After Earnings
• Neutral Sentiment: Options activity shows speculative bullish interest — unusually large call volume suggests some traders are betting on a rebound even as the stock trades lower (this can amplify intraday moves).
• Negative Sentiment: Heavy capex & margin/cash‑flow concerns — MSFT raised 2026 capex guidance toward ~\$190B and noted a meaningful jump in infrastructure spending; investors sold into the beat, fearing pressure on free cash flow and near‑term returns. Microsoft Falls 5% Despite Q3 Beat: Why $190 Billion in AI Spending Has Investors Worried
• Negative Sentiment: Near‑term target trims and one‑time charges — several firms trimmed targets and Microsoft disclosed charges (e.g., voluntary retirement program) and other near‑term costs, adding to headline risk. Cantor Fitzgerald Cuts Microsoft Price Target

Insider Activity at Microsoft

In related news, EVP Kathleen T. Hogan sold 12,321 shares of Microsoft stock in a transaction on Friday, March 6th. The stock was 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 in the company, valued at approximately $56,486,322.16. This trade represents a 8.20% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director John W. Stanton purchased 5,000 shares of the stock in a transaction on Wednesday, February 18th. The shares were purchased at an average cost of $397.35 per share, with a total value of $1,986,750.00. Following the transaction, the director owned 83,905 shares of the company's stock, valued at $33,339,651.75. This trade represents a 6.34% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Corporate insiders own 0.03% of the company's stock.

Microsoft Stock Down 3.9%

MSFT stock opened at $407.78 on Friday. The company's 50 day simple moving average is $395.28 and its 200-day simple moving average is $448.37. The firm has a market capitalization of $3.03 trillion, a PE ratio of 24.27, a P/E/G ratio of 1.60 and a beta of 1.11. Microsoft Corporation has a 12 month low of $356.28 and a 12 month high of $555.45. 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 (NASDAQ:MSFT - Get Free Report) last released its quarterly earnings results on Wednesday, April 29th. The software giant reported $4.27 EPS for the quarter, beating the consensus estimate of $4.06 by $0.21. The business had revenue of $82.89 billion for the quarter, compared to analyst estimates of $81.44 billion. Microsoft had a net margin of 39.34% and a return on equity of 33.00%. The company's quarterly revenue was up 18.3% on a year-over-year basis. During the same period in the prior year, the business earned $3.46 earnings per share. Equities analysts expect that Microsoft Corporation will post 16.54 earnings per share for the current fiscal year.

Microsoft Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, June 11th. Investors of record on Thursday, May 21st will be paid a dividend of $0.91 per share. The ex-dividend date of this dividend is Thursday, May 21st. This represents a $3.64 annualized dividend and a dividend yield of 0.9%. Microsoft's dividend payout ratio is presently 22.76%.

Wall Street Analyst Weigh In

A number of research analysts have recently issued reports on the stock. Deutsche Bank Aktiengesellschaft dropped their price target on shares of Microsoft from $575.00 to $550.00 and set a "buy" rating on the stock in a research note on Thursday. Robert W. Baird dropped their price target on shares of Microsoft from $540.00 to $500.00 and set an "outperform" rating on the stock in a research note on Wednesday, April 15th. New Street Research boosted their price target on shares of Microsoft from $670.00 to $675.00 and gave the stock a "buy" rating in a research note on Tuesday, March 31st. Benchmark reiterated a "buy" rating and set a $525.00 price target (up from $450.00) on shares of Microsoft in a research note on Tuesday. Finally, KeyCorp dropped their price target 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. One investment analyst has rated the stock with a Strong Buy rating, thirty-eight have issued a Buy rating and five have given a Hold rating to the company's stock. According to MarketBeat.com, the company currently has an average rating of "Moderate Buy" and a consensus target price of $558.67.

Microsoft 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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