MOKAN Wealth Management Inc. Has $6.62 Million Position in Microsoft Corporation $MSFT

Key Points

• MOKAN Wealth Management increased its Microsoft stake by 11.6% to 13,681 shares, a holding worth about $6.62 million that represents 2.9% of the firm's assets and is its ninth-largest position.
• Microsoft reported a strong quarter, beating EPS estimates ($4.27 vs. $4.06) and delivering revenue of $82.89 billion, up 18.3% year‑over‑year with a net margin of 39.34%.
• Analyst sentiment is broadly positive with a consensus rating of "Moderate Buy" and a consensus price target of $556, while Microsoft also announced a quarterly dividend of $0.91 (annualized $3.64, ~0.9% yield).

MOKAN Wealth Management Inc. raised its holdings in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 11.6% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 13,681 shares of the software giant's stock after acquiring an additional 1,425 shares during the period. Microsoft makes up 2.9% of MOKAN Wealth Management Inc.'s holdings, making the stock its 9th largest position. MOKAN Wealth Management Inc.'s holdings in Microsoft were worth $6,620,000 as of its most recent SEC filing.

Other institutional investors also recently added to or reduced their stakes in the company. WFA Asset Management Corp lifted its holdings in Microsoft by 27.0% in the first quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant's stock worth $427,000 after purchasing an additional 216 shares during the period. Ironwood Wealth Management LLC. increased its stake in Microsoft by 0.3% during the 2nd 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 period. Discipline Wealth Solutions LLC increased its stake in 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 buying an additional 2,138 shares during the period. Wealth Group Ltd. raised 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 worth $1,000,000 after buying an additional 28 shares in the last quarter. Finally, Eagle Capital Management LLC raised its position 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 buying an additional 96 shares in the last quarter. Institutional investors and hedge funds own 71.13% of the company's stock.

Analyst Upgrades and Downgrades

A number of research analysts recently commented on the stock. William Blair reiterated an "outperform" rating on shares of Microsoft in a research note on Monday, March 9th. DA Davidson cut their target price on Microsoft from $650.00 to $550.00 and set a "buy" rating for the company in a research report on Thursday, April 30th. Mizuho decreased their price target on Microsoft from $620.00 to $515.00 and set an "outperform" rating for the company in a research note on Tuesday, April 14th. Cantor Fitzgerald lowered their price target on Microsoft to $502.00 and set an "overweight" rating on the stock in a research report on Monday, April 27th. Finally, Bank of America initiated coverage on Microsoft in a report on Tuesday, March 24th. They issued a "buy" rating and a $500.00 price objective for the company. One investment analyst has rated the stock with a Strong Buy rating, thirty-nine have assigned a Buy rating and five have issued a Hold rating to the company's stock. According to data from MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and a consensus price target of $556.00.

Microsoft Trading Down 0.2%

Microsoft stock opened at $413.62 on Tuesday. The firm has a market cap of $3.07 trillion, a price-to-earnings 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's 50 day moving average price is $395.28 and its two-hundred day moving average price is $447.45. The company has a debt-to-equity ratio of 0.08, a quick ratio of 1.27 and a current ratio of 1.28.

Microsoft (NASDAQ:MSFT - Get Free Report) last announced 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. Microsoft had a return on equity of 31.94% and a net margin of 39.34%.The business had revenue of $82.89 billion for the quarter, compared to analyst estimates of $81.44 billion. During the same quarter in the previous year, the firm earned $3.46 EPS. Microsoft's quarterly revenue was up 18.3% on a year-over-year basis. On average, research analysts predict that Microsoft Corporation will post 16.68 EPS for the current fiscal year.

Microsoft Announces Dividend

The company also recently announced 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. 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 currently 21.67%.

Insider Activity

In other news, Director John W. Stanton bought 5,000 shares of the stock in a transaction dated Wednesday, February 18th. The shares were acquired at an average price of $397.35 per share, with a total value of $1,986,750.00. Following the acquisition, the director 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 acquisition was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, EVP Kathleen T. Hogan sold 12,321 shares of the stock in a transaction dated Friday, March 6th. The stock was 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 of the company's stock, valued at $56,486,322.16. This trade represents a 8.20% decrease in their position. The SEC filing for this sale provides additional information. 0.03% of the stock is currently owned by corporate insiders.

Microsoft News Summary

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

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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