Microsoft Corporation $MSFT Shares Purchased by Tred Avon Family Wealth LLC

Key Points

• Tred Avon Family Wealth LLC increased its Microsoft stake by 11% in the fourth quarter, buying 2,513 additional shares and bringing its total holding to 25,256 shares worth about $12.2 million.
• Microsoft reported better-than-expected quarterly results, with EPS of $4.27 versus $4.06 expected and revenue of $82.89 billion, up 18.3% year over year.
• Analysts remain broadly positive on the stock, with 39 Buy ratings and a consensus Moderate Buy rating, though some firms recently trimmed price targets amid broader concerns about valuation and AI spending.

Tred Avon Family Wealth LLC raised its stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 11.0% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 25,256 shares of the software giant's stock after buying an additional 2,513 shares during the period. Microsoft comprises about 3.9% of Tred Avon Family Wealth LLC's investment portfolio, making the stock its 2nd biggest holding. Tred Avon Family Wealth LLC's holdings in Microsoft were worth $12,214,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors also recently modified their holdings of MSFT. WFA Asset Management Corp lifted its stake in shares of Microsoft by 27.0% in the 1st quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant's stock valued at $427,000 after purchasing an additional 216 shares during the last quarter. Ironwood Wealth Management LLC. lifted its stake in shares of Microsoft by 0.3% in the 2nd quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant's stock valued at $5,658,000 after purchasing an additional 38 shares during the last quarter. Discipline Wealth Solutions LLC lifted its stake in shares of Microsoft by 410.4% in the 3rd quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant's stock valued at $1,144,000 after purchasing an additional 2,138 shares during the last quarter. Wealth Group Ltd. lifted its stake in shares of Microsoft by 1.2% in the 4th quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant's stock valued at $1,000,000 after purchasing an additional 28 shares during the last quarter. Finally, Eagle Capital Management LLC lifted its stake in shares of Microsoft by 0.4% in the 4th quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant's stock valued at $9,735,000 after purchasing an additional 96 shares during the last quarter. Institutional investors and hedge funds own 71.13% of the company's stock.

Microsoft Stock Performance

NASDAQ:MSFT opened at $405.21 on Thursday. The firm's 50-day moving average is $397.73 and its 200-day moving average is $442.33. Microsoft Corporation has a 52-week low of $356.28 and a 52-week high of $555.45. The company has a debt-to-equity ratio of 0.08, a quick ratio of 1.27 and a current ratio of 1.28. The company has a market cap of $3.01 trillion, a price-to-earnings ratio of 24.12, a PEG ratio of 1.47 and a beta of 1.10.

Microsoft (NASDAQ:MSFT - Get Free Report) last issued its earnings results on Wednesday, April 29th. The software giant reported $4.27 earnings per share for the quarter, beating the consensus estimate of $4.06 by $0.21. Microsoft had a net margin of 39.34% and a return on equity of 31.94%. The business had revenue of $82.89 billion for the quarter, compared to analyst estimates of $81.44 billion. During the same period in the previous year, the business earned $3.46 EPS. The firm's revenue was up 18.3% on a year-over-year basis. Equities research analysts anticipate that Microsoft Corporation will post 16.76 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. Stockholders of record on Thursday, May 21st will be given a dividend of $0.91 per share. This represents a $3.64 annualized dividend and a dividend yield of 0.9%. The ex-dividend date is Thursday, May 21st. Microsoft's payout ratio is 21.67%.

Analysts Set New Price Targets

MSFT has been the subject of several analyst reports. BMO Capital Markets reduced their price objective on shares of Microsoft from $575.00 to $505.00 and set an "outperform" rating for the company in a research note on Tuesday, April 28th. Cantor Fitzgerald reduced their price objective on shares of Microsoft to $502.00 and set an "overweight" rating for the company in a research note on Monday, April 27th. Barclays reaffirmed a "buy" rating on shares of Microsoft in a research note on Thursday, May 7th. DZ Bank reiterated a "buy" rating on shares of Microsoft in a report on Thursday, April 30th. Finally, Jefferies Financial Group reiterated a "buy" rating on shares of Microsoft in a report on Monday, May 4th. Thirty-nine equities research analysts have rated the stock with a Buy rating and seven have given a Hold rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and a consensus target price of $560.88.

Insider Activity

In other Microsoft news, Director John W. Stanton bought 5,000 shares of the firm's stock in a transaction dated Wednesday, February 18th. The shares were acquired at an average cost of $397.35 per share, for a total transaction of $1,986,750.00. Following the transaction, the director owned 83,905 shares in the company, valued at approximately $33,339,651.75. The trade was a 6.34% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the SEC, which is available 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 transaction of $5,045,695.92. Following the sale, 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 disclosure for this sale is available in the SEC filing. 0.03% of the stock is currently owned by insiders.

Key Headlines Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Wedbush reaffirmed Microsoft as an outperform and kept a $575 price target, while Phillip Securities upgraded the stock to buy with a $485 target, underscoring Wall Street’s continued optimism about Microsoft’s long-term AI and cloud growth. Benzinga report
• Positive Sentiment: Several articles highlighted Microsoft as a top long-term or “battered” software stock, with some investors seeing the pullback as an opportunity to buy a dominant franchise at a more attractive valuation. 247WallSt article
• Neutral Sentiment: Microsoft is reportedly looking at startup acquisitions to reduce dependence on OpenAI, which could be a strategic positive over time but also signals that the current partnership is not viewed as fully secure. Reuters article
• Neutral Sentiment: LinkedIn plans to cut about 5% of its workforce as part of a restructuring, which may support margins but also reflects caution across Microsoft’s broader business. Reuters/Invezz article
• Negative Sentiment: Ongoing testimony in Elon Musk’s lawsuit against OpenAI is putting Microsoft’s role in OpenAI under a microscope, reviving concerns about governance, reliance on OpenAI, and possible legal or reputational overhang. CNBC article
• Negative Sentiment: Some investors are worried that Microsoft’s AI capex is rising faster than the market can justify, with articles warning that the company must prove a timely return on its AI investments to sustain the stock’s premium. Motley Fool article

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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