PFG Investments LLC Grows Holdings in Microsoft Corporation $MSFT

Key Points

• PFG Investments LLC raised its stake in Microsoft by 2.6% in Q4 to 128,224 shares worth about $62.01 million, making MSFT its third-largest position (~2.9% of the firm's holdings).
• Insider activity was mixed: EVP Kathleen T. Hogan sold 12,321 shares for roughly $5.05 million (an 8.2% reduction), while director John W. Stanton purchased 5,000 shares, increasing his stake by about 6.34%.
• Microsoft beat Q3 estimates with $4.27 EPS and $82.89 billion revenue (up 18.3% YoY), declared a $0.91 quarterly dividend (0.9% yield), and carries a MarketBeat consensus of "Moderate Buy" with an average price target of $562.44.

PFG Investments LLC lifted its stake in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 2.6% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 128,224 shares of the software giant's stock after acquiring an additional 3,189 shares during the period. Microsoft accounts for approximately 2.9% of PFG Investments LLC's holdings, making the stock its 3rd biggest position. PFG Investments LLC's holdings in Microsoft were worth $62,012,000 at the end of the most recent reporting period.

A number of other hedge funds have also made changes to their positions in MSFT. Longfellow Investment Management Co. LLC raised its stake in shares of Microsoft by 51.3% in the 2nd quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant's stock worth $29,000 after buying an additional 20 shares in the last quarter. Bayforest Capital Ltd bought a new position in Microsoft during the third quarter valued at about $38,000. LSV Asset Management bought a new position in Microsoft during the fourth quarter valued at about $44,000. Sellwood Investment Partners LLC acquired a new position in Microsoft during the third quarter worth about $49,000. Finally, Daytona Street Capital LLC bought a new stake in Microsoft in the fourth quarter worth about $50,000. Institutional investors and hedge funds own 71.13% of the company's stock.

Insider Buying and Selling at Microsoft

In related news, EVP Kathleen T. Hogan sold 12,321 shares of the stock in a transaction dated 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 of the company's stock, valued at approximately $56,486,322.16. This represents a 8.20% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director John W. Stanton acquired 5,000 shares of the firm's stock in a transaction on Wednesday, February 18th. The shares were acquired at an average price of $397.35 per share, with a total value of $1,986,750.00. Following the completion of the transaction, the director directly owned 83,905 shares in the company, valued at approximately $33,339,651.75. This trade represents a 6.34% increase in their position. The disclosure for this purchase is available in the SEC filing. 0.03% of the stock is currently owned by insiders.

Microsoft Stock Performance

Microsoft stock opened at $414.10 on Thursday. Microsoft Corporation has a fifty-two week low of $356.28 and a fifty-two week high of $555.45. The firm's 50 day simple moving average is $396.15 and its 200-day simple moving average is $446.04. 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 has a market cap of $3.08 trillion, a P/E ratio of 24.65, a price-to-earnings-growth ratio of 1.48 and a beta of 1.10.

Microsoft (NASDAQ:MSFT - Get Free Report) last posted its quarterly earnings data on Wednesday, April 29th. The software giant reported $4.27 EPS for the quarter, topping analysts' consensus estimates of $4.06 by $0.21. Microsoft had a net margin of 39.34% and a return on equity of 31.94%. The firm had revenue of $82.89 billion during the quarter, compared to analyst estimates of $81.44 billion. During the same quarter last year, the business posted $3.46 EPS. The company's revenue was up 18.3% on a year-over-year basis. As a group, equities research analysts predict that Microsoft Corporation will post 16.72 EPS for the current year.

Microsoft Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, June 11th. Investors of record on Thursday, May 21st will be given a dividend of $0.91 per share. 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 presently 21.67%.

Wall Street Analysts Forecast Growth

Several equities analysts have recently weighed in on the stock. Jefferies Financial Group restated a "buy" rating on shares of Microsoft in a research report on Monday. Robert W. Baird dropped their target price on shares of Microsoft from $540.00 to $500.00 and set an "outperform" rating on the stock in a report on Wednesday, April 15th. Wedbush reissued an "outperform" rating and set a $575.00 target price on shares of Microsoft in a research note on Thursday, April 30th. Rothschild & Co Redburn reduced their target price on shares of Microsoft from $450.00 to $400.00 and set a "neutral" rating for the company in a report on Thursday, April 23rd. Finally, Bank of America initiated coverage on shares of Microsoft in a research report on Tuesday, March 24th. They issued a "buy" rating and a $500.00 price target on the stock. One equities research analyst has rated the stock with a Strong Buy rating, thirty-eight have given a Buy rating and seven have given a Hold rating to the company's stock. Based on data from MarketBeat, the stock presently has an average rating of "Moderate Buy" and an average price target of $562.44.

More Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Recent results and AI/cloud momentum: Microsoft reported another quarter of strong cloud and AI-driven revenue growth (Q3 revenue up ~18%) and continued order‑book strength — underpinning the bull case for durable top-line expansion. Read More.
• Positive Sentiment: Analyst lift: Some firms have raised targets (Arete bumped its target sharply), signaling that a portion of Wall Street sees upside from MSFT’s AI investments despite the pullback. Read More.
• Positive Sentiment: Xbox cost/strategy move: Xbox leadership stopped development of the console Copilot project — a move investors interpreted as removing a costly distraction and focusing resources on higher‑return AI/cloud work. Read More.
• Neutral Sentiment: Government AI oversight: Microsoft agreed to give U.S. agencies early access to new models for national‑security testing — reduces regulatory uncertainty but also adds compliance scrutiny. Read More.
• Neutral Sentiment: Workforce buyouts announced: The company launched a major voluntary buyout program — lowers near‑term opex but risks losing institutional knowledge that could matter for complex AI projects. Read More.
• Negative Sentiment: Clean‑energy target under review: Reports say Microsoft may delay or abandon its hourly 2030 clean‑energy matching goal because rapid AI data‑center growth is increasing power demand — this raises potential operating costs, reputational risk and regulatory scrutiny. Read More.
• Negative Sentiment: Higher capex and margin pressure: Microsoft’s 2026 capex plan has risen sharply (reports ~23% above expectations, large multiyear AI/data‑center spending) — supports growth but increases near‑term cash outflows and could compress margins. Read More.
• Negative Sentiment: Competitive/regulatory headwinds: Pentagon awarded a $500M AI contract to a Meta‑backed Scale AI, and other competitors are landing meaningful deals — reminders that Microsoft faces fast‑moving competition for AI infrastructure and government business. Read More.
• Negative Sentiment: Mixed analyst notes and trims: Some boutiques trimmed price targets despite beats, reflecting concerns that the market is pricing in AI costs rather than returns; this keeps downward pressure from more cautious investors. Read More.

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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