Networth Advisors LLC Invests $632,000 in Microsoft Corporation $MSFT

Key Points

• Networth Advisors LLC initiated a new position in Microsoft, purchasing 1,306 shares in Q4 valued at approximately $632,000.
• Microsoft topped expectations for the quarter with $4.14 EPS (consensus $3.86) and revenue of $81.27 billion, up 16.7% year‑over‑year.
• The company declared a quarterly dividend of $0.91 (annualized $3.64, ~0.8% yield), and analysts' consensus rates Microsoft as a Moderate Buy with an average target of $563.72.

Networth Advisors LLC purchased a new position in Microsoft Corporation (NASDAQ:MSFT - Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor purchased 1,306 shares of the software giant's stock, valued at approximately $632,000.

Several other large investors have also bought and sold shares of the company. WFA Asset Management Corp lifted its position in shares of 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 in the last quarter. Ironwood Wealth Management LLC. lifted its holdings in shares of 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 last quarter. Discipline Wealth Solutions LLC lifted its holdings 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 buying an additional 2,138 shares during the last quarter. Wealth Group Ltd. lifted its holdings 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 buying an additional 28 shares during the last quarter. Finally, Eagle Capital Management LLC lifted its holdings 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 valued at $9,735,000 after buying an additional 96 shares during the last quarter. Institutional investors own 71.13% of the company's stock.

Microsoft Stock Performance

MSFT opened at $429.25 on Wednesday. The stock has a market cap of $3.19 trillion, a PE ratio of 26.84, a P/E/G ratio of 1.60 and a beta of 1.11. The company has a current ratio of 1.39, a quick ratio of 1.38 and a debt-to-equity ratio of 0.09. Microsoft Corporation has a 1 year low of $356.28 and a 1 year high of $555.45. The stock's 50 day simple moving average is $394.60 and its 200-day simple moving average is $448.82.

Microsoft (NASDAQ:MSFT - Get Free Report) last announced its quarterly earnings results on Wednesday, January 28th. The software giant reported $4.14 EPS for the quarter, topping analysts' consensus estimates of $3.86 by $0.28. Microsoft had a net margin of 39.04% and a return on equity of 32.34%. The firm had revenue of $81.27 billion during the quarter, compared to analysts' expectations of $80.28 billion. During the same quarter last year, the company earned $3.23 earnings per share. The company's revenue for the quarter was up 16.7% compared to the same quarter last year. Sell-side analysts forecast that Microsoft Corporation will post 16.54 EPS for the current year.

Microsoft Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, June 11th. Shareholders of record on Thursday, May 21st will be given a $0.91 dividend. This represents a $3.64 dividend on an annualized basis and a yield of 0.8%. The ex-dividend date is Thursday, May 21st. Microsoft's dividend payout ratio is 22.76%.

Insiders Place Their Bets

In other news, EVP Kathleen T. Hogan sold 12,321 shares of the stock in a transaction on 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 in the company, valued at approximately $56,486,322.16. This represents a 8.20% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director John W. Stanton bought 5,000 shares of the firm's stock in a transaction dated 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 acquisition, the director directly owned 83,905 shares of the company's stock, valued at approximately $33,339,651.75. The trade was a 6.34% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Corporate insiders own 0.03% of the company's stock.

Analyst Upgrades and Downgrades

A number of brokerages recently weighed in on MSFT. Mizuho cut their price objective on Microsoft from $620.00 to $515.00 and set an "outperform" rating on the stock in a research note on Tuesday, April 14th. Wall Street Zen downgraded Microsoft from a "buy" rating to a "hold" rating in a research note on Sunday, January 18th. Barclays reissued a "buy" rating on shares of Microsoft in a research note on Tuesday. The Goldman Sachs Group reissued a "buy" rating on shares of Microsoft in a research note on Thursday, February 12th. Finally, Morgan Stanley reissued an "overweight" rating on shares of Microsoft in a research note on Thursday, January 29th. Two analysts have rated the stock with a Strong Buy rating, thirty-eight have assigned a Buy rating and five have issued a Hold rating to the company's stock. Based on data from MarketBeat, Microsoft presently has an average rating of "Moderate Buy" and an average target price of $563.72.

Trending Headlines about Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Accenture will roll Copilot out to all ~743,000 employees, a large enterprise deployment that should accelerate Copilot monetization and Azure consumption. Accenture to roll out Copilot
• Positive Sentiment: Several brokerages and analysts reiterated buy/outperform ratings or raised targets (TD Cowen, HSBC, RBC, Barclays, Benchmark among them), signaling continued Wall Street support that helps limit downside after recent volatility. Analyst ratings update
• Positive Sentiment: Notable value buyer Michael Burry disclosed a new MSFT stake, a high‑profile contrarian buy that can attract other bargain hunters and provide technical support. Michael Burry buys MSFT
• Neutral Sentiment: Microsoft reports fiscal Q3 results after the close Wednesday; previews highlight Azure growth and Copilot monetization as the key levers — earnings could spark a sharp intraday move either way. Earnings preview
• Neutral Sentiment: Market commentary urges a “reset” narrative: some strategists say the cloud / AI story remains intact but investors need clearer evidence of durable margin and revenue inflection from Copilot/Azure. MarketWatch reset note
• Negative Sentiment: Microsoft agreed to stop paying OpenAI a revenue share and to make its IP license non‑exclusive — the change removes some strategic advantages, triggered an earlier share pullback and raises long‑term competitive uncertainty for Azure. Seeking Alpha on revenue share end
• Negative Sentiment: OpenAI models began appearing on Amazon Bedrock and the updated pact allows hosting on rival clouds, increasing competition for AI workloads and data‑center demand away from Microsoft. OpenAI on Amazon Bedrock
• Negative Sentiment: Regulatory and legal risks are rising — the Musk v. Altman/OpenAI trial and EU moves to target cloud/AI competition could create headline risk and potential business constraints for Microsoft. EU rules on cloud/AI

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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