MWA Asset Management Has $5.13 Million Stock Holdings in Microsoft Corporation $MSFT

Key Points

• MWA Asset Management increased its Microsoft stake by 29.2% in the first quarter to 13,853 shares valued at approximately $5.13 million, representing about 2.8% of its portfolio. Institutional investors collectively own 71.13% of Microsoft.
• Microsoft reported quarterly EPS of $4.74 and revenue of $90.01 billion, exceeding analyst estimates, with revenue up 17.7% year over year. Analysts maintain a “Moderate Buy” consensus rating and an average price target of $558.87.
• Insiders have sold 38,572 Microsoft shares worth $17.78 million over the past 90 days, while the company declared a quarterly dividend of $0.91 per share, equivalent to a 0.7% annualized yield.

MWA Asset Management increased its stake in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 29.2% during the first quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 13,853 shares of the software giant's stock after purchasing an additional 3,133 shares during the quarter. Microsoft makes up approximately 2.8% of MWA Asset Management's portfolio, making the stock its 9th biggest holding. MWA Asset Management's holdings in Microsoft were worth $5,129,000 at the end of the most recent reporting period.

Several other institutional investors have also bought and sold shares of MSFT. Longfellow Investment Management Co. LLC boosted its position in shares of Microsoft by 51.3% during the 2nd quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant's stock valued at $29,000 after acquiring an additional 20 shares during the last quarter. Bernzott Capital Advisors purchased a new stake in Microsoft in the fourth quarter worth $34,000. Timmons Wealth Management LLC bought a new stake in Microsoft during the 4th quarter valued at approximately $36,000. Fairway Wealth LLC boosted its holdings in shares of Microsoft by 287.0% during the 4th quarter. Fairway Wealth LLC now owns 89 shares of the software giant's stock valued at $43,000 after buying an additional 66 shares in the last quarter. Finally, LSV Asset Management purchased a new stake in shares of Microsoft in the 4th quarter worth approximately $44,000. Hedge funds and other institutional investors own 71.13% of the company's stock.

Insider Transactions at Microsoft

In other news, EVP Takeshi Numoto sold 4,810 shares of the stock in a transaction on Tuesday, August 4th. The stock was sold at an average price of $496.48, for a total transaction of $2,388,068.80. Following the completion of the sale, the executive vice president owned 42,677 shares in the company, valued at approximately $21,188,276.96. This represents a 10.13% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, EVP Amy Coleman sold 1,262 shares of the firm's stock in a transaction dated Thursday, May 14th. The stock was sold at an average price of $411.34, for a total value of $519,111.08. Following the completion of the sale, the executive vice president directly owned 46,003 shares of the company's stock, valued at approximately $18,922,874.02. This represents a 2.67% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 38,572 shares of company stock valued at $17,775,330 in the last 90 days. Insiders own 0.03% of the company's stock.

Wall Street Analyst Weigh In

A number of research analysts have recently issued reports on MSFT shares. BMO Capital Markets upped their price target on Microsoft from $500.00 to $515.00 and gave the company an "outperform" rating in a report on Thursday, July 30th. President Capital boosted their price objective on Microsoft from $500.00 to $520.00 and gave the company a "buy" rating in a research report on Thursday, April 30th. Wolfe Research reiterated an "outperform" rating and set a $550.00 price objective on shares of Microsoft in a research report on Thursday, July 30th. Morgan Stanley reiterated an "overweight" rating on shares of Microsoft in a research report on Thursday, July 30th. Finally, Tigress Financial lifted their price objective on shares of Microsoft from $680.00 to $690.00 and gave the stock a "buy" rating in a research note on Wednesday. Forty-two analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company. According to data from MarketBeat, the stock currently has an average rating of "Moderate Buy" and an average price target of $558.87.

Microsoft Stock Performance

Shares of NASDAQ:MSFT opened at $499.99 on Monday. The company has a market capitalization of $3.71 trillion, a PE ratio of 27.84, a P/E/G ratio of 1.61 and a beta of 1.10. The company has a current ratio of 1.23, a quick ratio of 1.22 and a debt-to-equity ratio of 0.07. Microsoft Corporation has a 12-month low of $349.20 and a 12-month high of $553.72. The business's fifty day simple moving average is $404.86 and its 200-day simple moving average is $406.59.

Microsoft (NASDAQ:MSFT - Get Free Report) last issued its quarterly earnings data on Wednesday, July 29th. The software giant reported $4.74 earnings per share for the quarter, beating analysts' consensus estimates of $4.24 by $0.50. Microsoft had a return on equity of 31.98% and a net margin of 40.31%.The company had revenue of $90.01 billion for the quarter, compared to the consensus estimate of $87.62 billion. During the same quarter last year, the company earned $3.65 earnings per share. The firm's revenue for the quarter was up 17.7% compared to the same quarter last year. As a group, equities research analysts predict that Microsoft Corporation will post 19.58 earnings per share for the current fiscal year.

Microsoft Dividend Announcement

The company also recently declared 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. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date is Thursday, August 20th. Microsoft's dividend payout ratio (DPR) is currently 20.27%.

Key Headlines Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Citi raised its Microsoft price target to $600. The upgrade follows Microsoft’s quarterly Azure performance, with analysts highlighting the 43% cloud-revenue increase and stronger-than-expected earnings as evidence that AI demand is translating into accelerating cloud growth. Citi Raises Microsoft Stock Target to $600
• Positive Sentiment: Microsoft’s custom AI chips may improve cloud economics. CEO Satya Nadella said the company’s internally developed chips can deliver efficiency gains of up to 40%. Better cost and energy efficiency could help Microsoft support AI workloads while protecting Azure margins. Microsoft Custom AI Chips Improve Efficiency
• Positive Sentiment: Azure is expanding in India. Microsoft opened a major Hyderabad data-center region and is committing approximately $20.5 billion to its Indian cloud and AI operations. Early customers include Adani Group and HDFC Bank, supporting the case for long-term international Azure growth. Microsoft Opens Largest India Data Center Hub
• Positive Sentiment: Fundamentals and institutional support remain strong. Microsoft recently exceeded quarterly revenue and EPS expectations, while Bill Ackman’s Pershing Square holds a reported $2.4 billion MSFT position. Scotiabank also raised its fiscal 2027 EPS estimate and maintained an Outperform rating. Bill Ackman Microsoft Stake
• Neutral Sentiment: AI demand is powerful but concentrated. Reports suggest OpenAI may account for a substantial portion of Microsoft’s AI sales, creating both a major growth engine and customer-concentration risk. Microsoft’s large AI backlog also does not guarantee equivalent future profitability.
• Negative Sentiment: Spending, margins and valuation remain concerns. Rising data-center capital expenditures and lower cloud gross margins could pressure cash flow if AI infrastructure costs grow faster than revenue. After the sharp post-earnings rally, the stock is also more vulnerable to profit-taking or disappointing guidance.
• Negative Sentiment: Insider sales and securities litigation add headline risk. CEO Judson Althoff sold 10,000 shares for roughly $4.9 million, and multiple law firms are publicizing a securities class action with an August 11 lead-plaintiff deadline. These developments do not establish wrongdoing but may weigh on near-term sentiment.

Microsoft Company 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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