Microsoft Corporation $MSFT Stake Boosted by Tyche Wealth Partners LLC

Key Points

• Tyche Wealth Partners LLC increased its Microsoft stake by 13.1%, adding 4,078 shares to hold 35,222 shares worth about $17.03 million, which is ~2.7% of Tyche’s portfolio and its 5th largest holding.
• Microsoft beat quarterly expectations with $4.27 EPS versus $4.06 expected and revenue of $82.89 billion (up 18.3% YoY), reporting a 39.34% net margin and 31.94% ROE.
• Analysts have adjusted price targets (consensus rating: Moderate Buy, target ~$556), but the stock faces headwinds from higher AI capex concerns and post‑earnings weakness that have pressured sentiment.

Tyche Wealth Partners LLC increased its position in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 13.1% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 35,222 shares of the software giant's stock after acquiring an additional 4,078 shares during the period. Microsoft comprises about 2.7% of Tyche Wealth Partners LLC's investment portfolio, making the stock its 5th biggest holding. Tyche Wealth Partners LLC's holdings in Microsoft were worth $17,034,000 at the end of the most recent reporting period.

A number of other institutional investors also recently bought and sold shares of MSFT. Family CFO Inc purchased a new position in Microsoft in the fourth quarter worth about $150,000. Oak Ridge Investments LLC increased its position in shares of Microsoft by 7.1% during the 4th quarter. Oak Ridge Investments LLC now owns 353,786 shares of the software giant's stock valued at $171,098,000 after purchasing an additional 23,602 shares during the last quarter. Cove Private Wealth LLC increased its position in shares of Microsoft by 5.6% during the 4th quarter. Cove Private Wealth LLC now owns 49,133 shares of the software giant's stock valued at $23,762,000 after purchasing an additional 2,592 shares during the last quarter. Shore Point Advisors LLC lifted its stake in shares of Microsoft by 3.4% in the 4th quarter. Shore Point Advisors LLC now owns 915 shares of the software giant's stock worth $443,000 after purchasing an additional 30 shares during the period. Finally, Keener Financial Planning LLC lifted its stake in shares of Microsoft by 25.7% in the 4th quarter. Keener Financial Planning LLC now owns 3,778 shares of the software giant's stock worth $1,827,000 after purchasing an additional 773 shares during the period. Institutional investors own 71.13% of the company's stock.

Microsoft Stock Performance

Shares of NASDAQ MSFT opened at $413.62 on Tuesday. The stock has a market cap of $3.07 trillion, a PE ratio of 24.62, a price-to-earnings-growth ratio of 1.55 and a beta of 1.10. Microsoft Corporation has a 1 year low of $356.28 and a 1 year high of $555.45. The firm has a fifty day moving average price of $395.28 and a 200-day moving average price of $447.45. The company has a debt-to-equity ratio of 0.08, a current ratio of 1.28 and a quick ratio of 1.27.

Microsoft (NASDAQ:MSFT - Get Free Report) last released its earnings results on Wednesday, April 29th. The software giant reported $4.27 earnings per share for the quarter, beating analysts' consensus estimates of $4.06 by $0.21. Microsoft had a net margin of 39.34% and a return on equity of 31.94%. The company had revenue of $82.89 billion for the quarter, compared to analysts' expectations of $81.44 billion. During the same quarter in the previous year, the company earned $3.46 EPS. Microsoft's revenue for the quarter was up 18.3% on a year-over-year basis. Equities analysts anticipate that Microsoft Corporation will post 16.68 earnings per share for the current fiscal year.

Microsoft Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, June 11th. Stockholders of record on Thursday, May 21st will be paid a $0.91 dividend. The ex-dividend date of this dividend is Thursday, May 21st. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.9%. Microsoft's dividend payout ratio is 21.67%.

More Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft moved Agent 365 out of preview to general availability, positioning itself as a leader in governance and security for enterprise AI agents — this improves MSFT's enterprise stickiness and could accelerate cloud/Copilot adoption. Microsoft takes Agent 365 out of preview
• Positive Sentiment: A small OpenClaw team is building "Project Lobster," an always-on assistant for knowledge workers inside Microsoft 365 — a product-led initiative that could expand Copilot-like monetization across Office workloads. Microsoft's OpenClaw team takes on the personal assistant challenge
• Positive Sentiment: Street support remains: Bernstein recently lifted its price objective and other analysts highlight large backlog growth and long-run upside, reinforcing a constructive view on MSFT's AI/cloud runway. Microsoft (MSFT): Most Promising AI Stock to Invest In
• Neutral Sentiment: Partner ecosystem traction: Microsoft is showing up in industry implementations (e.g., Medline’s Mpower supply‑chain solution built with Microsoft, and strong MSP adoption via Nerdio), which signals steady commercial demand but not immediate margin impact. Medline officially launches Mpower
• Negative Sentiment: Capital spending worries: analysts and commentators are flagging sharply higher AI capex (guidance for large GPU/infra spend and multiyear capex) and concerns about near-term capex ROI — a primary driver behind recent investor selling. Microsoft: Reasons To Be Concerned About Capex ROI
• Negative Sentiment: Post‑earnings weakness persists: the stock dropped after last week’s results as some investors parsed the spending outlook and backlog/momentum nuances, and commentators note the market reaction remains cautious. What can power Microsoft stock higher after earnings stumble?
• Negative Sentiment: Wider tech headwinds: hedge‑fund de‑risking of big tech and local data‑center/energy constraints (e.g., Denmark connection pauses) add macro and operational risk to MSFT’s hyperscale buildout. Hedge Funds Launch Biggest Tech Stock Pullback In Over 10 Years

Insider Transactions at Microsoft

In related news, EVP Kathleen T. Hogan sold 12,321 shares of the business's stock in a transaction that occurred 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 directly owned 137,933 shares of the company's stock, valued at approximately $56,486,322.16. The trade was a 8.20% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director John W. Stanton purchased 5,000 shares of the company's stock in a transaction on Wednesday, February 18th. The stock was acquired 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 in the company, valued at $33,339,651.75. This trade represents a 6.34% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Corporate insiders own 0.03% of the company's stock.

Analysts Set New Price Targets

MSFT has been the subject of several recent research reports. Barclays cut their target price on shares of Microsoft from $600.00 to $545.00 and set an "overweight" rating for the company in a research report on Thursday. Rothschild & Co Redburn dropped their price target on shares of Microsoft from $450.00 to $400.00 and set a "neutral" rating on the stock in a research note on Thursday, April 23rd. Mizuho cut their price objective on shares of Microsoft from $620.00 to $515.00 and set an "outperform" rating for the company in a research report on Tuesday, April 14th. Piper Sandler upped their price objective on Microsoft from $500.00 to $540.00 and gave the stock an "overweight" rating in a research note on Thursday, April 30th. Finally, Raymond James Financial decreased their target price on Microsoft from $580.00 to $540.00 and set an "outperform" rating on the stock in a report on Tuesday, April 28th. One equities research analyst has rated the stock with a Strong Buy rating, thirty-nine have given a Buy rating and five have given a Hold rating to the company's stock. According to MarketBeat.com, Microsoft presently has a consensus rating of "Moderate Buy" and a consensus target price of $556.00.

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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