SeaCrest Wealth Management LLC Has $26.88 Million Position in Microsoft Corporation $MSFT

Key Points

• SeaCrest Wealth Management cut its Microsoft stake by 3.5%, selling 1,994 shares and now holding 55,598 shares worth $26.88 million, which is 2.7% of its portfolio and its 5th-largest position.
• Insider activity was mixed: Director John W. Stanton bought 5,000 shares at about $397.35 (raising his stake to 83,905 shares) while EVP Kathleen T. Hogan sold 12,321 shares at roughly $409.52; insiders own ~0.03% of the company.
• Analyst and company signals diverge: MSFT has a consensus rating of "Moderate Buy" with a $588.97 target despite several firms trimming price targets, Microsoft beat quarterly EPS ($4.14 vs. $3.86) and declared a $0.91 quarterly dividend (1.0% yield).

SeaCrest Wealth Management LLC lowered its holdings in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 3.5% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 55,598 shares of the software giant's stock after selling 1,994 shares during the quarter. Microsoft accounts for 2.7% of SeaCrest Wealth Management LLC's portfolio, making the stock its 5th biggest holding. SeaCrest Wealth Management LLC's holdings in Microsoft were worth $26,880,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also bought and sold shares of the company. WFA Asset Management Corp increased 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 period. Ironwood Wealth Management LLC. boosted its position in Microsoft by 0.3% in the 2nd quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant's stock valued at $5,658,000 after buying an additional 38 shares during the period. Discipline Wealth Solutions LLC grew 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 acquiring an additional 2,138 shares in the last quarter. Wealth Group Ltd. grew 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 acquiring an additional 28 shares in the last quarter. Finally, Eagle Capital Management LLC increased its position in shares of Microsoft by 0.4% during the fourth quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant's stock worth $9,735,000 after acquiring an additional 96 shares during the period. Hedge funds and other institutional investors own 71.13% of the company's stock.

Analyst Upgrades and Downgrades

A number of analysts recently issued reports on the company. BMO Capital Markets lowered their price target on Microsoft from $625.00 to $575.00 and set an "outperform" rating for the company in a report on Thursday, January 29th. KeyCorp reduced their price objective on Microsoft from $630.00 to $600.00 and set an "overweight" rating on the stock in a report on Thursday, January 29th. Scotiabank decreased 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. Weiss Ratings cut Microsoft from a "buy (b-)" rating to a "hold (c+)" rating in a report on Tuesday, March 24th. Finally, Robert W. Baird set a $540.00 price target on Microsoft and gave the stock an "outperform" rating in a research report on Thursday, January 29th. Two research analysts have rated the stock with a Strong Buy rating, thirty-eight have given a Buy rating and five have given a Hold rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and a consensus target price of $588.97.

Insider Activity

In other news, Director John W. Stanton purchased 5,000 shares of the firm's stock in a transaction on Wednesday, February 18th. The stock was acquired at an average cost of $397.35 per share, with a total value of $1,986,750.00. Following the completion of the transaction, the director owned 83,905 shares in the company, valued at $33,339,651.75. This represents a 6.34% increase in their position. The purchase was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. Also, EVP Kathleen T. Hogan sold 12,321 shares of the firm's stock in a transaction dated 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 completion of 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 ownership of the stock. The disclosure for this sale is available in the SEC filing. 0.03% of the stock is owned by insiders.

Microsoft Stock Performance

Shares of NASDAQ:MSFT opened at $373.46 on Friday. The firm has a 50 day moving average of $402.61 and a 200 day moving average of $463.92. The company has a quick ratio of 1.38, a current ratio of 1.39 and a debt-to-equity ratio of 0.09. The company has a market capitalization of $2.77 trillion, a price-to-earnings ratio of 23.36, a price-to-earnings-growth ratio of 1.40 and a beta of 1.11. Microsoft Corporation has a 52 week low of $344.79 and a 52 week high of $555.45.

Microsoft (NASDAQ:MSFT - Get Free Report) last announced its 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. Microsoft had a return on equity of 32.34% and a net margin of 39.04%.The business had revenue of $81.27 billion for the quarter, compared to analysts' expectations of $80.28 billion. During the same quarter last year, the firm earned $3.23 EPS. The business's revenue for the quarter was up 16.7% on a year-over-year basis. On average, sell-side analysts predict that Microsoft Corporation will post 13.08 earnings per share for the current fiscal year.

Microsoft Announces Dividend

The business also recently disclosed 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. The ex-dividend date of this dividend is Thursday, May 21st. This represents a $3.64 dividend on an annualized basis and a yield of 1.0%. Microsoft's dividend payout ratio (DPR) is presently 22.76%.

Microsoft News Roundup

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Launched three proprietary AI models (MAI-Transcribe-1, MAI-Voice-1, MAI-Image-2) — signals faster, more self‑sufficient AI offerings that reduce dependence on external partners and can accelerate product monetization. Microsoft releases trio of AI models for transcription, voice generation and image creation
• Positive Sentiment: Bloomberg reports Microsoft has hit Copilot sales goals after a strategy shift — evidence that Copilot commercial traction is improving and could support near‑term revenue/booking growth. Microsoft hits Copilot sales goals after strategy shift - Bloomberg
• Positive Sentiment: Large regional infrastructure commitments — continued investment in Asia (e.g., multi‑billion plans for Singapore and Thailand) to expand cloud/AI capacity and address data‑sovereignty demand, supporting long‑term Azure and cloud revenue potential. What Microsoft (MSFT)'s Asia AI Infrastructure Bet Means For Shareholders
• Positive Sentiment: Analyst support and fresh buy coverage (Benchmark, New Street, others) with lofty price targets — reinforces buy‑the‑dip narratives and attracts dip buyers. Microsoft in focus as Benchmark starts with Buy rating
• Neutral Sentiment: Exclusive talks with Chevron/Engine No. 1 on a large Texas power project could secure dedicated energy for AI data centers — strategic but execution‑ and timing‑dependent. Microsoft and Chevron enter exclusivity deal on powering West Texas AI data center complex
• Neutral Sentiment: OpenAI’s huge funding/valuation debate and broader AI-market dynamics remain relevant to MSFT (partner/competitor ecosystem impacts), but effects are indirect and longer‑term. Is OpenAI's $1 trillion IPO valuation realistic?
• Negative Sentiment: Billionaire Dan Loeb reduced his Microsoft stake, citing cloud growth and Azure supply concerns — signals some institutional reservations that can weigh on sentiment. Billionaire Investor Reduces Microsoft Stake Amid Cloud Growth Concerns
• Negative Sentiment: Coverage highlighting Microsoft’s recent weak quarter(s) — “worst since 2008” narratives and concerns about elevated AI capex and mixed guidance keep downside risk for sentiment and near‑term multiples. Microsoft Just Had Its Worst Quarter Since 2008--Is This a Generational "Buy" Signal?
• Negative Sentiment: Technical/positioning pressure (breach below long‑term moving averages, some insider/institutional trimming) — raises possibility of further volatility even if fundamentals remain intact. Microsoft Stock (MSFT) Opinions on Breaching 200-Week Moving Average

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).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.