OakTrust Wealth Advisors LLC Takes $669,000 Position in Microsoft Corporation $MSFT

Key Points

• OakTrust Wealth Advisors opened a new Microsoft position in Q4, buying 1,383 shares worth about $669,000. Microsoft now makes up roughly 0.6% of the firm’s holdings and is its 27th-largest position.
• Microsoft’s latest earnings beat expectations, with EPS of $4.27 versus $4.06 expected and revenue of $82.89 billion, up 18.3% year over year. The company also continues to benefit from strong investor interest in Azure AI demand and cloud growth.
• The stock has been under pressure recently, trading at $379.40 versus a 52-week high of $555.45, while some insiders have also sold shares. Still, Wall Street remains broadly constructive, with a consensus rating of Moderate Buy and an average price target of $561.20.

OakTrust Wealth Advisors LLC bought a new position in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor bought 1,383 shares of the software giant's stock, valued at approximately $669,000. Microsoft accounts for approximately 0.6% of OakTrust Wealth Advisors LLC's holdings, making the stock its 27th biggest position.

Other hedge funds and other institutional investors have also recently made changes to their positions in the company. Vanguard Group Inc. grew its position in shares of Microsoft by 2.3% in the fourth quarter. Vanguard Group Inc. now owns 717,942,580 shares of the software giant's stock valued at $347,211,391,000 after purchasing an additional 15,955,898 shares during the period. State Street Corp raised its position in shares of Microsoft by 2.1% during the 4th quarter. State Street Corp now owns 306,150,608 shares of the software giant's stock worth $148,060,557,000 after purchasing an additional 6,388,930 shares during the last quarter. Geode Capital Management LLC raised its position in shares of Microsoft by 1.1% during the 4th quarter. Geode Capital Management LLC now owns 182,618,400 shares of the software giant's stock worth $88,056,019,000 after purchasing an additional 1,911,142 shares during the last quarter. Morgan Stanley lifted its stake in Microsoft by 0.8% in the 4th quarter. Morgan Stanley now owns 121,220,561 shares of the software giant's stock valued at $58,624,690,000 after buying an additional 980,439 shares in the last quarter. Finally, Norges Bank purchased a new position in Microsoft in the 4th quarter valued at about $50,664,631,000. Hedge funds and other institutional investors own 71.13% of the company's stock.

Microsoft Stock Performance

MSFT opened at $379.40 on Friday. The company has a debt-to-equity ratio of 0.08, a current ratio of 1.28 and a quick ratio of 1.27. The company's 50 day simple moving average is $412.37 and its two-hundred day simple moving average is $425.58. Microsoft Corporation has a 1-year low of $356.28 and a 1-year high of $555.45. The firm has a market capitalization of $2.82 trillion, a price-to-earnings ratio of 22.58, a price-to-earnings-growth ratio of 1.37 and a beta of 1.11.

Microsoft (NASDAQ:MSFT - Get Free Report) last issued its earnings results on Wednesday, April 29th. The software giant reported $4.27 earnings per share for the quarter, topping 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 analysts' expectations of $81.44 billion. During the same period in the previous year, the firm posted $3.46 EPS. The business's revenue for the quarter was up 18.3% compared to the same quarter last year. Analysts expect that Microsoft Corporation will post 16.76 EPS for the current fiscal year.

Microsoft Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Thursday, August 20th will be paid a dividend of $0.91 per share. The ex-dividend date of this dividend is Thursday, August 20th. This represents a $3.64 dividend on an annualized basis and a yield of 1.0%. Microsoft's payout ratio is 21.67%.

Trending Headlines about Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: New reporting suggests Microsoft is still benefiting from strong AI demand, including ByteDance spending more than $1 billion annually on Azure AI services and broader commentary that Azure growth and AI run-rate remain major drivers of investor interest. Microsoft Builds $1 Billion-Plus AI Business With ByteDance
• Positive Sentiment: Several pieces argued Microsoft’s pullback may be creating a buying opportunity because the company still has strong cash flow, dividend growth, and discounted valuation relative to its AI prospects. Microsoft's Boring Stock Story May Be Its Biggest Strength
• Neutral Sentiment: Microsoft also drew attention for product and ecosystem updates, including a possible PayPal integration for Xbox buy-now-pay-later checkout and new Teams features, but these are not likely near-term stock movers. Microsoft Sizes Up PayPal as Xbox Leak Exposes Buy Now Pay Later Plans
• Negative Sentiment: Multiple law firms announced or promoted securities class actions tied to Microsoft, alleging investors were harmed by misleading AI/Copilot-related statements during the May 2025 to January 2026 period. These legal headlines can weigh on sentiment. Portnoy Law Firm Announces Class Action on Behalf of Microsoft Corporation Investors
• Negative Sentiment: Another negative overhang is the claim that Copilot functionality issues contributed to a sharp stock drop, reinforcing investor concerns about execution risk and AI spending efficiency. Investor Rights Alert: Microsoft Faces Securities Fraud Class Action after Copilot Issues
• Negative Sentiment: There is also renewed concern that Microsoft’s gaming strategy is under pressure, with coverage pointing to the Steam Machine and broader cost-cutting in gaming as threats to growth in that segment. The Biggest Threat to Microsoft’s Gaming Ambitions is the Steam Machine

Insider Buying and Selling at Microsoft

In other news, EVP Amy Coleman sold 1,262 shares of Microsoft stock in a transaction on Thursday, May 14th. The stock was sold at an average price of $411.34, for a total transaction of $519,111.08. Following the transaction, the executive vice president owned 46,003 shares in the company, valued at $18,922,874.02. The trade was a 2.67% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CEO Judson Althoff sold 15,500 shares of the business's stock in a transaction dated Monday, June 1st. The shares were sold at an average price of $460.99, for a total transaction of $7,145,345.00. Following the transaction, the chief executive officer directly owned 110,477 shares in the company, valued at approximately $50,928,792.23. The trade was a 12.30% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 23,762 shares of company stock worth $10,508,361 in the last three months. 0.03% of the stock is owned by corporate insiders.

Wall Street Analyst Weigh In

Several equities research analysts have commented on MSFT shares. Benchmark reiterated a "buy" rating and set a $525.00 price objective (up from $450.00) on shares of Microsoft in a research note on Tuesday, April 28th. Piper Sandler restated an "overweight" rating on shares of Microsoft in a research report on Tuesday, May 26th. Arete Research lifted their price target on Microsoft from $730.00 to $870.00 and gave the stock a "buy" rating in a research note on Tuesday, May 5th. Citigroup initiated coverage on Microsoft in a research report on Monday, June 1st. They set a "market outperform" rating for the company. Finally, Deutsche Bank Aktiengesellschaft reduced their price objective on Microsoft from $575.00 to $550.00 and set a "buy" rating for the company in a research note on Thursday, April 30th. Forty-one investment analysts have rated the stock with a Buy rating and six have issued a Hold rating to the stock. According to data from MarketBeat, the stock currently has an average rating of "Moderate Buy" and a consensus target price of $561.20.

Microsoft 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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