My Personal CFO LLC Acquires 45,044 Shares of Microsoft Corporation $MSFT

Key Points

• My Personal CFO LLC boosted its Microsoft stake by 45,044 shares in Q4 — a 3,530.1% increase to 46,320 shares, making MSFT about 9.3% of its portfolio (its 2nd-largest position) valued at $22.401 million.
• Microsoft announced a quarterly dividend of $0.91 per share (ex-dividend May 21, payable June 11) and recently reported an earnings beat on Jan. 28 with EPS $4.14 vs. $3.86 and revenue $81.27 billion; the stock has a market cap near $2.75 trillion and a consensus "Moderate Buy" rating.

My Personal CFO LLC grew its holdings in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 3,530.1% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 46,320 shares of the software giant's stock after purchasing an additional 45,044 shares during the quarter. Microsoft comprises about 9.3% of My Personal CFO LLC's investment portfolio, making the stock its 2nd largest position. My Personal CFO LLC's holdings in Microsoft were worth $22,401,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently bought and sold shares of MSFT. Norges Bank acquired a new position in Microsoft in the second quarter worth $50,493,678,000. Nuveen LLC bought a new position in Microsoft in the 1st quarter valued at $18,733,827,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its position in Microsoft by 500.0% in the 3rd quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 59,543,261 shares of the software giant's stock valued at $30,840,432,000 after buying an additional 49,618,571 shares during the last quarter. Laurel Wealth Advisors LLC boosted its position in Microsoft by 49,640.3% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 29,967,038 shares of the software giant's stock valued at $14,905,904,000 after buying an additional 29,906,791 shares during the last quarter. Finally, Northern Trust Corp boosted its position in Microsoft by 16.1% in the 4th quarter. Northern Trust Corp now owns 83,787,746 shares of the software giant's stock valued at $35,316,535,000 after buying an additional 11,600,470 shares during the last quarter. Institutional investors and hedge funds own 71.13% of the company's stock.

Microsoft News Summary

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: BNP Paribas analyst reiterates confidence that Azure can still “crush estimates” despite investor worries about $150B+ AI spending, arguing Microsoft is on a “war footing” (Copilot overhaul) that supports continued cloud revenue upside. Microsoft Azure Still Poised To Crush Estimates Despite $150 Billion Spending Fears: Analyst
• Positive Sentiment: Analysis pieces argue recent sell‑off may be overdone — framing capex concerns as temporary and highlighting MSFT’s long‑term edge in agentic AI, custom silicon and enterprise suites. This supports the bull case for patient investors. Microsoft: Temporary CapEx Panic Masks The Long-Term Edge
• Positive Sentiment: Microsoft’s ecosystem continues to show incremental wins—third‑party offerings landing in the Microsoft Marketplace and M12 (Microsoft’s venture arm) participating in industry deals—helping sustain commercial momentum. A2A Protocol / Marketplace Adoption
• Neutral Sentiment: OpenAI’s large‑scale monetization plans (reported ad revenue ambitions) could alter the AI market structure; MSFT’s exposure to OpenAI is material, but implications are mixed for Microsoft’s direct revenue and strategic posture. How OpenAI's Reported Ad Plans Could Change the AI Business Model
• Neutral Sentiment: Microsoft confirmed its Q3 earnings release date (April 29) — a near‑term catalyst that could amplify moves if results or guidance deviate from expectations. Microsoft announces quarterly earnings release date
• Negative Sentiment: Product execution concerns surfaced as reports note Copilot UI changes and some institutional customers favoring Anthropic’s Claude — signs of competitive pressure and potential customer churn in AI assistant adoption. Microsoft's Copilot 'Feels Like Teams:' Why This Fund Manager Is Swapping It For Claude
• Negative Sentiment: Industry reports point to real‑world constraints (land, power, permits) forcing hyperscalers to delay or scrap data center projects — a direct challenge to MSFT’s ability to scale cloud capacity quickly without steep incremental costs. While Amazon, Microsoft, Google Struggle With AI On Land — China Looks To The Sea
• Negative Sentiment: Macro and sector weakness: new console sales data and broader software slump headlines have pressured MSFT shares alongside peers, and at least one large investor disclosed trimming a Microsoft stake. Sony, Nintendo, and Microsoft Stocks All Fall on New Video Game Console Sales Data

Microsoft Stock Down 0.6%

NASDAQ:MSFT opened at $370.87 on Friday. Microsoft Corporation has a 12-month low of $355.67 and a 12-month high of $555.45. The company has a quick ratio of 1.38, a current ratio of 1.39 and a debt-to-equity ratio of 0.09. The firm has a market capitalization of $2.75 trillion, a P/E ratio of 23.19, a P/E/G ratio of 1.41 and a beta of 1.11. The stock's fifty day simple moving average is $392.11 and its 200-day simple moving average is $457.74.

Microsoft (NASDAQ:MSFT - Get Free Report) last posted its quarterly earnings results on Wednesday, January 28th. The software giant reported $4.14 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.86 by $0.28. Microsoft had a return on equity of 32.34% and a net margin of 39.04%.The business had revenue of $81.27 billion for the quarter, compared to analyst estimates of $80.28 billion. During the same period last year, the company earned $3.23 EPS. The firm's revenue was up 16.7% on a year-over-year basis. Equities research analysts expect that Microsoft Corporation will post 13.08 earnings per share for the current year.

Microsoft Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, June 11th. Shareholders of record on Thursday, May 21st will be issued a dividend of $0.91 per share. The ex-dividend date is Thursday, May 21st. This represents a $3.64 annualized dividend and a yield of 1.0%. Microsoft's payout ratio is currently 22.76%.

Analyst Ratings Changes

MSFT has been the topic of a number of recent research reports. Piper Sandler reiterated an "overweight" rating and issued a $600.00 price objective (down from $650.00) on shares of Microsoft in a research report on Thursday, January 29th. Jefferies Financial Group reiterated a "buy" rating on shares of Microsoft in a research report on Thursday, March 5th. Barclays reiterated an "overweight" rating on shares of Microsoft in a research report on Monday, March 9th. Scotiabank decreased their price objective on Microsoft from $650.00 to $600.00 and set a "sector outperform" rating on the stock in a research report on Thursday, January 29th. Finally, Phillip Securities upgraded Microsoft from a "moderate buy" rating to a "strong-buy" rating in a research report on Sunday, February 1st. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-eight have given a Buy rating and five have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and a consensus target price of $586.26.

Insider Activity

In other Microsoft news, EVP Kathleen T. Hogan sold 12,321 shares of Microsoft 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 transaction, the executive vice president directly owned 137,933 shares in the company, valued at approximately $56,486,322.16. The trade was a 8.20% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Director John W. Stanton bought 5,000 shares of Microsoft stock in a transaction on Wednesday, February 18th. The shares were acquired at an average price of $397.35 per share, for a total transaction of $1,986,750.00. Following the completion of the acquisition, the director owned 83,905 shares of the company's stock, valued at approximately $33,339,651.75. This represents a 6.34% increase in their position. The disclosure for this purchase is available in the SEC filing. Insiders own 0.03% of the company's stock.

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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