Pursuit Wealth Management LLC Makes New $3.12 Million Investment in Microsoft Corporation $MSFT

Key Points

• Pursuit Wealth Management LLC purchased a new position of 6,460 Microsoft shares valued at approximately $3.12 million in Q4, making Microsoft about 2.7% of its holdings and its sixth-largest position.
• Microsoft beat Q3 expectations with $4.27 EPS (vs. $4.06) and revenue of $82.89 billion (up 18.3% YoY); Wall Street's consensus is a "Moderate Buy" with a $562.44 price target, and the company announced a quarterly dividend of $0.91 per share.

Pursuit Wealth Management LLC purchased a new position in Microsoft Corporation (NASDAQ:MSFT - Free Report) during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm purchased 6,460 shares of the software giant's stock, valued at approximately $3,124,000. Microsoft comprises approximately 2.7% of Pursuit Wealth Management LLC's holdings, making the stock its 6th largest position.

A number of other hedge funds have also recently added to or reduced their stakes in MSFT. WFA Asset Management Corp boosted its stake in Microsoft by 27.0% in the 1st quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant's stock worth $427,000 after buying an additional 216 shares during the last quarter. Ironwood Wealth Management LLC. boosted its stake in Microsoft by 0.3% in the 2nd quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant's stock worth $5,658,000 after buying an additional 38 shares during the last quarter. Discipline Wealth Solutions LLC boosted its stake in Microsoft by 410.4% in the 3rd quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant's stock worth $1,144,000 after buying an additional 2,138 shares during the last quarter. Wealth Group Ltd. boosted its stake in Microsoft by 1.2% in the 4th quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant's stock worth $1,000,000 after buying an additional 28 shares during the last quarter. Finally, Eagle Capital Management LLC boosted its stake in Microsoft by 0.4% in the 4th quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant's stock worth $9,735,000 after buying an additional 96 shares during the last quarter. 71.13% of the stock is owned by institutional investors and hedge funds.

Microsoft Stock Performance

Shares of NASDAQ:MSFT opened at $420.93 on Friday. The company has a market cap of $3.13 trillion, a P/E ratio of 25.06, a PEG ratio of 1.49 and a beta of 1.10. The company has a debt-to-equity ratio of 0.08, a quick ratio of 1.27 and a current ratio of 1.28. Microsoft Corporation has a one year low of $356.28 and a one year high of $555.45. The business's 50-day simple moving average is $396.79 and its 200 day simple moving average is $445.39.

Microsoft (NASDAQ:MSFT - Get Free Report) last announced its earnings results on Wednesday, April 29th. The software giant reported $4.27 EPS for the quarter, beating the consensus estimate of $4.06 by $0.21. The business had revenue of $82.89 billion for 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 company's revenue was up 18.3% on a year-over-year basis. During the same period last year, the business posted $3.46 EPS. On average, sell-side analysts forecast that Microsoft Corporation will post 16.76 earnings per share for the current fiscal year.

Microsoft Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, June 11th. Investors of record on Thursday, May 21st will be issued a dividend of $0.91 per share. This represents a $3.64 annualized dividend and a dividend yield of 0.9%. The ex-dividend date is Thursday, May 21st. Microsoft's dividend payout ratio (DPR) is presently 21.67%.

Insider Activity

In related news, EVP Kathleen T. Hogan sold 12,321 shares of the firm's stock in a transaction dated 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 directly owned 137,933 shares in the company, valued at approximately $56,486,322.16. This trade represents a 8.20% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, Director John W. Stanton bought 5,000 shares of the company's stock in a transaction that occurred on Wednesday, February 18th. The shares were bought at an average price of $397.35 per share, for a total transaction of $1,986,750.00. Following the completion of the acquisition, the director 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 SEC filing for this purchase provides additional information. Company insiders own 0.03% of the company's stock.

Microsoft News Summary

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Top analyst price‑target upgrades lift sentiment; one note cited ~60% upside to a new street‑high target, supporting buy interest. Microsoft Stock Lands a New Street‑High Price Target
• Positive Sentiment: An influential research shop lifted its price target materially (Arete to $870), signaling strong conviction that AI/cloud execution will drive long‑term upside. Arete Research Boosts Microsoft Price Target
• Positive Sentiment: Q3 results continue to show robust AI/cloud revenue growth and EPS beats, underpinning the bull case for durable top‑line momentum. Microsoft Q3 Revenues Jump 18% on AI & Cloud
• Positive Sentiment: Institutional buying: Fisher Asset Management and other funds have increased stakes, which can provide support to the stock. Fisher Asset Management Boosts Microsoft Stake
• Neutral Sentiment: Xbox product pruning (Copilot discontinuation) trimmed consumer AI spend and was interpreted positively by some investors as discipline on unprofitable initiatives. Xbox Discontinues Copilot
• Neutral Sentiment: Street reaction is mixed: some firms trimmed targets but kept Buy ratings, reflecting split views on near‑term capex vs. long‑term AI growth. Here’s What the Street Thinks About Microsoft Post‑Earnings
• Negative Sentiment: Big AI data‑center buildout is driving a large ($190B) capex guide and discussions about shelving Microsoft’s 2030 hourly clean‑energy match target — a potential ESG/regulatory and reputational headwind. Microsoft May Shelve 2030 Clean Energy Target
• Negative Sentiment: Investors remain uneasy about the size and timing of AI spending; some analysts warn margin pressure and elevated capex could weigh on near‑term returns. Is Microsoft Stock an Undervalued Stock to Buy?
• Negative Sentiment: Security concern: reports of a new hacker group exploiting Microsoft Teams add short‑term risk around remediation costs and customer confidence in collaboration tools. New Hacker Group Exploits Teams

Wall Street Analysts Forecast Growth

MSFT has been the topic of a number of research analyst reports. BMO Capital Markets decreased their price target on Microsoft from $575.00 to $505.00 and set an "outperform" rating on the stock in a research note on Tuesday, April 28th. Scotiabank cut their price objective on Microsoft from $600.00 to $550.00 and set an "outperform" rating on the stock in a report on Thursday, April 30th. Weiss Ratings downgraded Microsoft from a "buy (b-)" rating to a "hold (c+)" rating in a report on Tuesday, March 24th. DA Davidson cut their price objective on Microsoft from $650.00 to $550.00 and set a "buy" rating on the stock in a report on Thursday, April 30th. Finally, Robert W. Baird cut their price objective on Microsoft from $540.00 to $500.00 and set an "outperform" rating on the stock in a report on Wednesday, April 15th. One analyst has rated the stock with a Strong Buy rating, thirty-eight have issued a Buy rating and seven have issued a Hold rating to the company. According to MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and a consensus price target of $562.44.

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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