Roffman Miller Associates Inc. PA Grows Stock Holdings in Microsoft Corporation $MSFT

Key Points

• Roffman Miller boosted its Microsoft stake — the firm increased its position by 4.2% in Q4 to 259,378 shares (about $125.44M), making MSFT roughly 6.8% of its portfolio and its largest holding.
• AI investment and investor interest support momentum — Microsoft is making large AI/cloud bets (including an ~$18B Australia investment) and drew a new long from Michael Burry, while analysts remain largely bullish with a consensus target near $575.34.
• Notable insider trades — Director John W. Stanton purchased 5,000 shares at about $397.35, while EVP Kathleen T. Hogan sold 12,321 shares at about $409.52; insiders now own roughly 0.03% of MSFT.

Roffman Miller Associates Inc. PA increased its position in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 4.2% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 259,378 shares of the software giant's stock after purchasing an additional 10,350 shares during the period. Microsoft makes up about 6.8% of Roffman Miller Associates Inc. PA's portfolio, making the stock its biggest holding. Roffman Miller Associates Inc. PA's holdings in Microsoft were worth $125,441,000 at the end of the most recent reporting period.

A number of other institutional investors also recently modified their holdings of MSFT. BLVD Private Wealth LLC boosted its holdings in Microsoft by 0.6% in the 3rd quarter. BLVD Private Wealth LLC now owns 3,169 shares of the software giant's stock valued at $1,641,000 after purchasing an additional 19 shares during the period. Magnolia Capital Management Ltd. increased its holdings in shares of Microsoft by 0.3% during the third quarter. Magnolia Capital Management Ltd. now owns 6,509 shares of the software giant's stock worth $3,371,000 after purchasing an additional 20 shares during the period. ARK & TLK Investments LLC increased its holdings in shares of Microsoft by 1.0% during the third quarter. ARK & TLK Investments LLC now owns 1,935 shares of the software giant's stock worth $1,002,000 after purchasing an additional 20 shares during the period. Rochester Wealth Strategies LLC raised its position in shares of Microsoft by 2.9% in the third quarter. Rochester Wealth Strategies LLC now owns 700 shares of the software giant's stock valued at $363,000 after buying an additional 20 shares in the last quarter. Finally, Longfellow Investment Management Co. LLC boosted its stake in shares of Microsoft by 51.3% in the second quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant's stock valued at $29,000 after buying an additional 20 shares during the period. Institutional investors own 71.13% of the company's stock.

More Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft announced a roughly $18B investment in Australia to expand Azure AI supercomputing, cloud capacity, cybersecurity and upskilling — a major long‑term revenue and capacity commitment that supports the AI growth narrative. Microsoft to invest $18B in Australia to expand AI, cloud and digital infrastructure
• Positive Sentiment: High‑profile investor Michael Burry disclosed a new long position in MSFT, signaling conviction from a value‑oriented, headline‑driving buyer — this can attract other investors looking for a contrarian entry. Big Short Investor Michael Burry Opens New Position in Microsoft Stock (MSFT)
• Positive Sentiment: Analysts remain upbeat: Jefferies reaffirmed a Buy and other firms (Guggenheim, TD Cowen) have high price targets or bullish notes citing Copilot/Azure monetization, supporting upside sentiment into earnings. Jefferies gives a buy rating on Microsoft
• Positive Sentiment: Gaming/product signals: Xbox branding returned and leaked details of a cheaper Xbox Game Pass Starter Edition have lifted expectations for consumer engagement and subscription growth. Microsoft Gaming reverts to Xbox branding as part of new mission statement
• Neutral Sentiment: Upcoming catalyst: Microsoft reports fiscal Q3 results on April 29 — earnings will likely drive larger intraday moves as investors look for Azure growth, Copilot adoption and AI capex conversion. Microsoft Will Report Q3 Earnings on April 29
• Neutral Sentiment: Market context: Tech sector strength and broader AI‑led optimism are supporting MSFT alongside peers; short‑interest data in the feed is not meaningful (reported 0 shares). Sector Update: Tech Stocks Gain Late Afternoon
• Negative Sentiment: Cost/structure concerns: Microsoft launched its first‑ever voluntary buyout program (~7% of U.S. workforce) as it reshapes for AI — while aimed at efficiency, the move and public discussion of heavy AI capex have pressured sentiment and raised near‑term uncertainty. Microsoft plans first voluntary employee buyout in company's 51-year history
• Negative Sentiment: Investor worry over AI capital intensity and OpenAI dependence persists in commentary and some sell‑side notes, which could keep volatility elevated into earnings despite long‑term upside. Microsoft Is A Value Trap, OpenAI Dependence Could Backfire

Insiders Place Their Bets

In other news, Director John W. Stanton acquired 5,000 shares of the business's stock in a transaction that occurred on Wednesday, February 18th. The shares were bought at an average price of $397.35 per share, with a total value of $1,986,750.00. Following the acquisition, the director directly owned 83,905 shares in the company, valued at $33,339,651.75. The trade was a 6.34% increase in their position. The acquisition was disclosed in a filing with the SEC, which is available through this hyperlink. 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 sale, the executive vice president owned 137,933 shares in the company, valued at $56,486,322.16. This represents a 8.20% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 0.03% of the company's stock.

Wall Street Analyst Weigh In

MSFT has been the topic of a number of analyst reports. BMO Capital Markets reduced their price target on Microsoft from $625.00 to $575.00 and set an "outperform" rating on the stock in a research report on Thursday, January 29th. Mizuho dropped their price objective on Microsoft from $620.00 to $515.00 and set an "outperform" rating for the company in a report on Tuesday, April 14th. Scotiabank cut their target price on Microsoft from $650.00 to $600.00 and set a "sector outperform" rating for the company in a research report on Thursday, January 29th. Rothschild & Co Redburn reduced their target price on Microsoft from $450.00 to $400.00 and set a "neutral" rating on the stock in a report on Thursday. Finally, Bank of America began coverage on Microsoft in a research note on Tuesday, March 24th. They issued a "buy" rating and a $500.00 price target for the company. Two analysts have rated the stock with a Strong Buy rating, thirty-eight have assigned a Buy rating and five have assigned a Hold rating to the stock. According to MarketBeat.com, Microsoft presently has an average rating of "Moderate Buy" and a consensus target price of $575.34.

Microsoft Stock Down 0.0%

MSFT stock opened at $424.54 on Monday. The stock has a market capitalization of $3.15 trillion, a P/E ratio of 26.55, a price-to-earnings-growth ratio of 1.60 and a beta of 1.11. The company has a current ratio of 1.39, a quick ratio of 1.38 and a debt-to-equity ratio of 0.09. Microsoft Corporation has a 12 month low of $356.28 and a 12 month high of $555.45. The firm has a 50-day moving average price of $393.48 and a 200-day moving average price of $450.09.

Microsoft (NASDAQ:MSFT - Get Free Report) last announced its quarterly earnings results on Wednesday, January 28th. The software giant reported $4.14 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.86 by $0.28. The company had revenue of $81.27 billion for the quarter, compared to analyst estimates of $80.28 billion. Microsoft had a net margin of 39.04% and a return on equity of 32.34%. The firm's revenue was up 16.7% on a year-over-year basis. During the same period in the previous year, the firm posted $3.23 EPS. As a group, equities research analysts anticipate that Microsoft Corporation will post 16.54 EPS 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 paid a dividend of $0.91 per share. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.9%. The ex-dividend date of this dividend is Thursday, May 21st. Microsoft's payout ratio is presently 22.76%.

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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