NWM Advisors LLC Purchases Shares of 9,270 Microsoft Corporation $MSFT

Key Points

• NWM Advisors LLC initiated a new position in Microsoft, buying 9,270 shares valued at about $4.48 million. Microsoft now makes up roughly 3.9% of the firm’s portfolio and is its 11th-largest holding.
• Microsoft’s latest quarterly results were strong, with $4.27 EPS and $82.89 billion in revenue, both ahead of analyst expectations. Revenue also rose 18.3% year over year, reinforcing solid business momentum.
• The company continues to attract heavy institutional interest and constructive analyst sentiment, with 71.13% of shares held by institutions and a consensus rating of Moderate Buy. At the same time, insiders have sold shares recently, which may add some short-term caution.

NWM Advisors LLC acquired a new stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 9,270 shares of the software giant's stock, valued at approximately $4,483,000. Microsoft accounts for about 3.9% of NWM Advisors LLC's investment portfolio, making the stock its 11th biggest holding.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Longfellow Investment Management Co. LLC raised its stake in shares of Microsoft by 51.3% during the second 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 bought a new position in shares of Microsoft during the fourth quarter valued at about $34,000. Fairway Wealth LLC raised its holdings in shares of Microsoft by 287.0% during the fourth quarter. Fairway Wealth LLC now owns 89 shares of the software giant's stock valued at $43,000 after acquiring an additional 66 shares in the last quarter. Sellwood Investment Partners LLC bought a new position in shares of Microsoft during the third quarter valued at approximately $49,000. Finally, University of Illinois Foundation bought a new position in shares of Microsoft during the second quarter valued at approximately $50,000. 71.13% of the stock is owned by institutional investors.

Microsoft Price Performance

MSFT opened at $427.34 on Thursday. The stock has a fifty day simple moving average of $405.61 and a two-hundred day simple moving average of $432.76. 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 cap of $3.17 trillion, a price-to-earnings ratio of 25.44, a price-to-earnings-growth ratio of 1.59 and a beta of 1.11. Microsoft Corporation has a 12-month low of $356.28 and a 12-month high of $555.45.

Microsoft (NASDAQ:MSFT - Get Free Report) last posted its quarterly earnings data on Wednesday, April 29th. The software giant reported $4.27 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $4.06 by $0.21. The business had revenue of $82.89 billion during the quarter, compared to the consensus estimate of $81.44 billion. Microsoft had a return on equity of 31.94% and a net margin of 39.34%.The firm's quarterly revenue was up 18.3% compared to the same quarter last year. During the same quarter in the prior year, the company earned $3.46 earnings per share. Research analysts predict that Microsoft Corporation will post 16.76 earnings per share for the current fiscal year.

Microsoft Dividend Announcement

The business 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 $0.91 dividend. This represents a $3.64 annualized dividend and a yield of 0.9%. The ex-dividend date of this dividend is Thursday, May 21st. Microsoft's payout ratio is 21.67%.

Key Headlines Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft’s Build announcements suggest it is broadening its AI platform with proprietary models and agentic tools, which could reduce reliance on OpenAI and improve margins over time.
• Positive Sentiment: New partnerships and integrations with Nvidia, healthcare groups like Mayo Clinic, and third-party enterprise tools expand Microsoft’s ecosystem and may support future cloud demand.
• Positive Sentiment: Analyst and investor commentary remains constructive, with several reports arguing that Microsoft’s AI opportunity and Azure growth still look underappreciated. Article Title
• Neutral Sentiment: The company’s quantum-computing update and AI infrastructure ambitions are long-term catalysts, but they are not expected to contribute meaningfully to near-term earnings. Article Title
• Negative Sentiment: Some investors appear to be taking profits after the Build rally and remain cautious about Microsoft’s heavy AI spending and execution risk.
• Negative Sentiment: Judson Althoff’s disclosed share sale may add to short-term sentiment pressure, even though the transaction was relatively small compared with his remaining holdings. Article Title

Insiders Place Their Bets

In other Microsoft news, EVP Amy Coleman sold 1,262 shares of the business's stock in a transaction on Thursday, May 14th. The stock was sold at an average price of $411.34, for a total value of $519,111.08. Following the sale, the executive vice president directly 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 ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, EVP Kathleen T. Hogan sold 12,321 shares of the business's stock in a transaction on Friday, March 6th. The stock was sold at an average price of $409.52, for a total value of $5,045,695.92. Following the completion of the sale, the executive vice president directly owned 137,933 shares in the company, valued at $56,486,322.16. This trade represents a 8.20% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 29,083 shares of company stock valued at $12,710,152. 0.03% of the stock is currently owned by corporate insiders.

Analyst Ratings Changes

A number of equities analysts recently commented on MSFT shares. William Blair restated an "outperform" rating on shares of Microsoft in a report on Monday, March 9th. Truist Financial decreased their target price on Microsoft from $675.00 to $575.00 and set a "buy" rating for the company in a report on Thursday, April 30th. Barclays restated an "overweight" rating on shares of Microsoft in a report on Wednesday. Stifel Nicolaus upped their target price on Microsoft from $392.00 to $415.00 and gave the company a "hold" rating in a report on Thursday, April 30th. Finally, Citigroup started coverage on Microsoft in a report on Monday. They set a "market outperform" rating for the company. Forty equities research analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the stock. According to data from MarketBeat, the stock currently has an average rating of "Moderate Buy" and an average price target of $561.20.

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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