Pinnacle Wealth Management Advisory Group LLC Buys 1,867 Shares of Microsoft Corporation $MSFT

Key Points

• Pinnacle Wealth Management Advisory Group increased its Microsoft stake by 2.2% in the fourth quarter, buying 1,867 additional shares and bringing its total holding to 86,219 shares worth about $41.7 million.
• Institutional ownership remains high, with hedge funds and other institutional investors owning 71.13% of Microsoft’s stock, while several firms recently added to or initiated positions in the company.
• Analysts remain generally positive on Microsoft despite some lower price targets, with 40 Buy ratings and 7 Hold ratings, and a consensus “Moderate Buy” rating with an average price target of $561.20.

Pinnacle Wealth Management Advisory Group LLC grew its stake in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 2.2% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 86,219 shares of the software giant's stock after acquiring an additional 1,867 shares during the period. Microsoft accounts for about 2.9% of Pinnacle Wealth Management Advisory Group LLC's investment portfolio, making the stock its 5th biggest position. Pinnacle Wealth Management Advisory Group LLC's holdings in Microsoft were worth $41,697,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors also recently modified their holdings of MSFT. Longfellow Investment Management Co. LLC boosted its holdings in Microsoft by 51.3% during the second quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant's stock worth $29,000 after purchasing an additional 20 shares during the last quarter. Fairway Wealth LLC boosted its holdings in Microsoft by 287.0% during the fourth quarter. Fairway Wealth LLC now owns 89 shares of the software giant's stock worth $43,000 after purchasing an additional 66 shares during the last quarter. Sellwood Investment Partners LLC acquired a new position in Microsoft during the third quarter worth $49,000. University of Illinois Foundation acquired a new position in Microsoft during the second quarter worth $50,000. Finally, Daytona Street Capital LLC acquired a new position in Microsoft during the fourth quarter worth $50,000. Institutional investors and hedge funds own 71.13% of the company's stock.

Analyst Ratings Changes

Several research firms have issued reports on MSFT. Raymond James Financial lowered shares of Microsoft from a "market perform" rating to a "market perform" rating in a research report on Tuesday, May 5th. Mizuho dropped their price objective on shares of Microsoft from $620.00 to $515.00 and set an "outperform" rating on the stock in a research report on Tuesday, April 14th. BNP Paribas Exane dropped their price objective on shares of Microsoft from $556.00 to $555.00 and set an "outperform" rating on the stock in a research report on Friday, May 1st. DA Davidson dropped their price objective on shares of Microsoft from $650.00 to $550.00 and set a "buy" rating on the stock in a research report on Thursday, April 30th. Finally, BMO Capital Markets dropped their price objective on shares of Microsoft from $575.00 to $505.00 and set an "outperform" rating on the stock in a research report on Tuesday, April 28th. Forty analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the stock. According to MarketBeat, Microsoft currently has an average rating of "Moderate Buy" and an average price target of $561.20.

Insider Buying and Selling at Microsoft

In other Microsoft news, EVP Amy Coleman sold 1,262 shares of the firm's stock in a transaction dated Thursday, May 14th. The shares were sold at an average price of $411.34, for a total value of $519,111.08. Following the transaction, the executive vice president directly owned 46,003 shares of the company's stock, valued at $18,922,874.02. This trade represents a 2.67% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Kathleen T. Hogan sold 12,321 shares of the business's stock in a transaction on Friday, March 6th. The shares were 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 of the company's stock, valued at $56,486,322.16. This trade represents a 8.20% decrease in their position. The SEC filing for this sale provides additional information. 0.03% of the stock is currently owned by insiders.

Key Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Nvidia unveiled its RTX Spark / N1X AI PC chip in partnership with Microsoft, and multiple reports say this validates Microsoft’s push into “agentic” Windows PCs and could open a new growth avenue in AI-enabled devices. Article Title
• Positive Sentiment: Microsoft’s Build 2026 conference begins June 2, and investors are positioning for product and AI announcements that could showcase new Copilot, cloud, and developer tools. Article Title
• Positive Sentiment: Wall Street commentary has turned more constructive, with one new call highlighting Microsoft’s upside potential as AI demand and enterprise adoption continue to support revenue growth. Article Title
• Neutral Sentiment: Several articles focused on Microsoft’s broader AI strategy, including new coding-model competition with Google and OpenAI and a redesigned Microsoft 365 Copilot interface, which signals continued investment but no immediate earnings impact. Article Title
• Neutral Sentiment: Recent commentary noted Microsoft is benefiting from a bullish technical setup, with shares moving above the 200-day moving average and sentiment improving after a weak start to the year. Article Title
• Negative Sentiment: One report raised concerns about internal employee sentiment and increased performance pressure at Microsoft, which is not an immediate stock driver but could point to execution strain if it persists. Article Title

Microsoft Stock Up 2.3%

Shares of MSFT opened at $460.52 on Tuesday. The firm has a market cap of $3.42 trillion, a P/E ratio of 27.41, a P/E/G ratio of 1.62 and a beta of 1.11. Microsoft Corporation has a 1 year low of $356.28 and a 1 year high of $555.45. 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 stock has a 50 day simple moving average of $403.52 and a two-hundred day simple moving average of $433.78.

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 during the quarter, compared to analysts' expectations of $81.44 billion. During the same period in the prior year, the business earned $3.46 EPS. The business's revenue for the quarter was up 18.3% compared to the same quarter last year. On average, analysts forecast that Microsoft Corporation will post 16.76 earnings per share for the current fiscal year.

Microsoft Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, June 11th. Investors of record on Thursday, May 21st will be paid a $0.91 dividend. This represents a $3.64 annualized dividend and a dividend yield of 0.8%. The ex-dividend date of this dividend is Thursday, May 21st. Microsoft's payout ratio is presently 21.67%.

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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