Sandro Wealth Management LLC Invests $7.14 Million in Microsoft Corporation $MSFT

Key Points

• Sandro Wealth Management bought a new position in Microsoft during the fourth quarter, purchasing 14,753 shares worth about $7.14 million. The stock now represents 5.9% of the firm’s portfolio and is its second-largest holding.
• Microsoft continues to attract major institutional support, with large investors such as Vanguard, State Street, and Geode also increasing their stakes. Overall, institutional investors own 71.13% of the company.
• Business momentum remains solid: Microsoft recently beat earnings expectations, posted 18.3% revenue growth, and announced a quarterly dividend of $0.91 per share. Analysts remain broadly bullish, with a consensus rating of “Moderate Buy.”

Sandro Wealth Management LLC purchased a new position in Microsoft Corporation (NASDAQ:MSFT - Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor purchased 14,753 shares of the software giant's stock, valued at approximately $7,135,000. Microsoft makes up 5.9% of Sandro Wealth Management LLC's investment portfolio, making the stock its 2nd biggest holding.

Several other institutional investors and hedge funds also recently modified their holdings of the business. Vanguard Group Inc. grew its stake 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 worth $347,211,391,000 after purchasing an additional 15,955,898 shares in the last quarter. State Street Corp lifted its holdings in shares of Microsoft by 1.1% in the second quarter. State Street Corp now owns 299,196,519 shares of the software giant's stock valued at $148,823,341,000 after buying an additional 3,166,275 shares during the period. Geode Capital Management LLC lifted its holdings in shares of Microsoft by 2.0% in the second quarter. Geode Capital Management LLC now owns 179,001,751 shares of the software giant's stock valued at $88,714,256,000 after buying an additional 3,532,054 shares during the period. Norges Bank acquired a new stake in shares of Microsoft in the second quarter valued at $50,493,678,000. Finally, Northern Trust Corp lifted its holdings in shares of Microsoft by 16.1% in the fourth quarter. Northern Trust Corp now owns 83,787,746 shares of the software giant's stock valued at $35,316,535,000 after buying an additional 11,600,470 shares during the period. Institutional investors own 71.13% of the company's stock.

Wall Street Analyst Weigh In

Several analysts have recently weighed in on the company. DZ Bank restated a "buy" rating on shares of Microsoft in a report on Thursday, April 30th. Guggenheim restated a "buy" rating and issued a $586.00 price objective on shares of Microsoft in a report on Thursday, April 30th. Barclays restated a "buy" rating on shares of Microsoft in a report on Thursday, May 7th. Dbs Bank cut their price objective on Microsoft from $678.00 to $573.00 in a report on Thursday, May 7th. Finally, Deutsche Bank Aktiengesellschaft cut their price objective on Microsoft from $575.00 to $550.00 and set a "buy" rating for the company in a report on Thursday, April 30th. Thirty-nine equities research analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company. Based on data from MarketBeat.com, Microsoft currently has a consensus rating of "Moderate Buy" and a consensus price target of $560.88.

Insider Buying and Selling at Microsoft

In related news, EVP Amy Coleman sold 1,262 shares of the company's 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 directly owned 46,003 shares of the company's stock, valued at approximately $18,922,874.02. The trade was a 2.67% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Kathleen T. Hogan sold 12,321 shares of the company's stock in a transaction on Friday, March 6th. The shares were sold at an average price of $409.52, for a total value of $5,045,695.92. Following the transaction, the executive vice president directly owned 137,933 shares in the company, valued at $56,486,322.16. The trade was a 8.20% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 0.03% of the stock is currently owned by insiders.

Microsoft Trading Up 5.4%

Shares of NASDAQ MSFT opened at $450.24 on Friday. Microsoft Corporation has a 12 month low of $356.28 and a 12 month high of $555.45. The company has a market cap of $3.34 trillion, a price-to-earnings ratio of 26.80, a P/E/G ratio of 1.62 and a beta of 1.10. The company has a quick ratio of 1.27, a current ratio of 1.28 and a debt-to-equity ratio of 0.08. The business has a fifty day simple moving average of $402.09 and a 200-day simple moving average of $434.62.

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 during 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%.Microsoft's revenue was up 18.3% compared to the same quarter last year. During the same period in the prior year, the business posted $3.46 earnings per share. Sell-side analysts predict that Microsoft Corporation will post 16.76 EPS for the current year.

Microsoft Announces Dividend

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 0.8%. The ex-dividend date of this dividend is Thursday, May 21st. Microsoft's payout ratio is presently 21.67%.

Key Headlines Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft and Nvidia teased “a new era of PC,” with reports pointing to new Surface hardware and a possible AI-focused chip announcement at Computex, which could refresh the Windows/PC upgrade cycle. Article Title
• Positive Sentiment: Reports that Microsoft will unveil a new coding model and other in-house AI tools at next week’s Build conference reinforce the company’s AI monetization story and support sentiment around GitHub Copilot and Azure demand. Article Title
• Positive Sentiment: Microsoft’s latest earnings backdrop remains solid, with revenue growth of 18.3% and better-than-expected EPS, helping investors justify the stock’s premium valuation.
• Positive Sentiment: Several bullish writeups and analyst commentary say MSFT still has room to run because Azure, M365 cloud, and AI revenue are expanding faster than the broader software market. Article Title
• Neutral Sentiment: Microsoft is also drawing attention from investors, fund managers, and even congressional buyers, which supports the stock’s defensive-growth reputation but does not change fundamentals on its own.
• Negative Sentiment: A TechCrunch report says Microsoft is facing backlash for threatening a security researcher over unpatched bugs and code disclosure, adding some reputational noise ahead of Build. Article Title

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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