Microsoft Corporation $MSFT Stake Raised by Chicago Partners Investment Group LLC

Key Points

• Chicago Partners Investment Group raised its Microsoft stake by 8.0% in the first quarter, bringing its holdings to 132,466 shares valued at approximately $49.0 million. Institutional investors collectively own 71.13% of Microsoft.
• Microsoft reported quarterly EPS of $4.27, exceeding estimates of $4.06, while revenue rose 18.3% year over year to $82.89 billion. The company also declared a quarterly dividend of $0.91 per share, yielding about 0.9% annually.
• Analyst sentiment remains positive, with Microsoft carrying a “Moderate Buy” consensus rating and an average price target of $554.73, although company insiders sold 23,762 shares worth roughly $10.5 million over the past three months.

Chicago Partners Investment Group LLC raised its holdings in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 8.0% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 132,466 shares of the software giant's stock after acquiring an additional 9,771 shares during the quarter. Microsoft accounts for about 1.0% of Chicago Partners Investment Group LLC's portfolio, making the stock its 16th biggest holding. Chicago Partners Investment Group LLC's holdings in Microsoft were worth $49,035,000 as of its most recent SEC filing.

Other large investors also recently made changes to their positions in the company. WFA Asset Management Corp boosted its holdings in Microsoft by 27.0% during the first quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant's stock worth $427,000 after buying an additional 216 shares in the last quarter. Ironwood Wealth Management LLC. increased 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 in the last quarter. Discipline Wealth Solutions LLC lifted its position in shares of Microsoft by 410.4% during the 3rd quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant's stock valued at $1,144,000 after acquiring an additional 2,138 shares during the last quarter. Wealth Group Ltd. lifted its position in shares of Microsoft by 1.2% during the 4th quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant's stock valued at $1,000,000 after acquiring an additional 28 shares during the last quarter. Finally, Eagle Capital Management LLC boosted its stake in shares of Microsoft by 0.4% during the 4th quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant's stock worth $9,735,000 after acquiring an additional 96 shares in the last quarter. Institutional investors own 71.13% of the company's stock.

Microsoft Stock Performance

Shares of MSFT stock opened at $393.35 on Wednesday. Microsoft Corporation has a 1-year low of $349.20 and a 1-year high of $555.45. The company has a current ratio of 1.28, a quick ratio of 1.27 and a debt-to-equity ratio of 0.08. The company has a market capitalization of $2.92 trillion, a price-to-earnings ratio of 23.41, a P/E/G ratio of 1.19 and a beta of 1.13. The stock's fifty day simple moving average is $397.04 and its 200-day simple moving average is $406.36.

Microsoft (NASDAQ:MSFT - Get Free Report) last announced its quarterly earnings data on Wednesday, April 29th. The software giant reported $4.27 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.06 by $0.21. Microsoft had a return on equity of 31.94% and a net margin of 39.34%.The firm had revenue of $82.89 billion during the quarter, compared to the consensus estimate of $81.44 billion. During the same period in the prior year, the business earned $3.46 EPS. The business's revenue for the quarter was up 18.3% on a year-over-year basis. On average, sell-side analysts predict that Microsoft Corporation will post 16.7 earnings per share for the current fiscal year.

Microsoft Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Thursday, August 20th will be issued a $0.91 dividend. The ex-dividend date is Thursday, August 20th. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.9%. Microsoft's dividend payout ratio is currently 21.67%.

Insider Transactions at Microsoft

In other Microsoft news, CEO Judson Althoff sold 15,500 shares of the company's stock in a transaction that occurred on Monday, June 1st. The shares were sold at an average price of $460.99, for a total value of $7,145,345.00. Following the transaction, the chief executive officer owned 110,477 shares in the company, valued at approximately $50,928,792.23. This represents a 12.30% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Amy Coleman sold 1,262 shares of the stock in a transaction that occurred on Thursday, May 14th. The stock was sold at an average price of $411.34, for a total transaction of $519,111.08. Following the completion of the sale, the executive vice president owned 46,003 shares of the company's stock, valued at approximately $18,922,874.02. The trade was a 2.67% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 23,762 shares of company stock valued at $10,508,361 over the last three months. 0.03% of the stock is owned by corporate insiders.

Trending Headlines about Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft unveiled its first in-house cybersecurity AI model, MAI-Cyber-1-Flash, along with Project Perception, an agentic platform designed to detect and respond to AI-powered attacks. The products could strengthen Microsoft’s enterprise security position and create additional demand for Azure and security services. Microsoft launches AI cybersecurity model and defense platform
• Positive Sentiment: Analysts remained bullish ahead of earnings. Citizens JMP reaffirmed a Market Outperform rating with a $550 target, while Piper Sandler maintained an Overweight rating and a $540 target—well above Microsoft’s recent trading range. Microsoft stock moves higher
• Positive Sentiment: Microsoft’s expanding partnerships and integrations across Azure, Dynamics 365 and Microsoft 365 Copilot support the argument that its broad enterprise ecosystem can monetize AI spending over time. Morgan Stanley estimates major technology companies could achieve 25%–50% returns on AI investments. AI capital expenditure plans

Analyst Upgrades and Downgrades

A number of equities analysts recently issued reports on MSFT shares. Tigress Financial lifted their target price on Microsoft from $595.00 to $680.00 and gave the stock a "buy" rating in a report on Wednesday, May 6th. UBS Group reduced their target price on Microsoft from $510.00 to $480.00 and set a "buy" rating for the company in a report on Monday. Rothschild & Co Redburn decreased their price target on Microsoft from $450.00 to $400.00 and set a "neutral" rating for the company in a research report on Thursday, April 23rd. Phillip Securities raised Microsoft to a "buy" rating and set a $485.00 price target on the stock in a research note on Wednesday, May 13th. Finally, Wedbush restated an "outperform" rating and set a $575.00 price objective on shares of Microsoft in a report on Wednesday, May 13th. Forty-two investment analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the stock. According to data from MarketBeat, Microsoft presently has an average rating of "Moderate Buy" and an average price target of $554.73.

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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