Shrier Wealth Management LLC Makes New Investment in Microsoft Corporation $MSFT

Key Points

• Shrier Wealth Management LLC opened a new position in Microsoft by buying 2,138 shares in Q4 worth about $1.03 million, and institutions now own roughly 71.13% of MSFT.
• Microsoft beat quarterly estimates with EPS $4.14 vs. $3.86 and revenue of $81.27 billion (up 16.7% YoY), and announced a quarterly dividend of $0.91 per share (annualized $3.64, ~1.0% yield) payable June 11.
• Insider activity showed EVP Kathleen T. Hogan sold 12,321 shares while Director John W. Stanton bought 5,000 shares, and analysts collectively rate Microsoft a Moderate Buy with an average target of $586.26 despite some recent target cuts.

Shrier Wealth Management LLC bought a new position in Microsoft Corporation (NASDAQ:MSFT - Free Report) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm bought 2,138 shares of the software giant's stock, valued at approximately $1,034,000.

Several other large investors have also recently added to or reduced their stakes in MSFT. WFA Asset Management Corp increased its position in Microsoft by 27.0% in the first 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. increased its position in Microsoft by 0.3% in the second 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 period. Discipline Wealth Solutions LLC increased its position in Microsoft by 410.4% in the third 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 period. Wealth Group Ltd. increased its position in Microsoft by 1.2% in the fourth 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 period. Finally, Eagle Capital Management LLC increased its position in Microsoft by 0.4% in the fourth 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 period. 71.13% of the stock is owned by institutional investors and hedge funds.

Microsoft Price Performance

NASDAQ:MSFT opened at $370.87 on Friday. The business's 50-day moving average price is $392.11 and its 200 day moving average price is $458.10. The firm has a market cap of $2.75 trillion, a P/E ratio of 23.19, a PEG ratio of 1.42 and a beta of 1.11. Microsoft Corporation has a 52-week low of $355.67 and a 52-week high of $555.45. The company has a quick ratio of 1.38, a current ratio of 1.39 and a debt-to-equity ratio of 0.09.

Microsoft (NASDAQ:MSFT - Get Free Report) last released its earnings results on Wednesday, January 28th. The software giant reported $4.14 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $3.86 by $0.28. The firm had revenue of $81.27 billion for the quarter, compared to analyst estimates of $80.28 billion. Microsoft had a return on equity of 32.34% and a net margin of 39.04%.Microsoft's revenue was up 16.7% compared to the same quarter last year. During the same period in the previous year, the company earned $3.23 earnings per share. As a group, sell-side analysts predict that Microsoft Corporation will post 13.08 earnings per share for the current fiscal year.

Microsoft Dividend Announcement

The company 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 dividend on an annualized basis and a yield of 1.0%. The ex-dividend date of this dividend is Thursday, May 21st. Microsoft's payout ratio is presently 22.76%.

Insider Transactions at Microsoft

In related news, EVP Kathleen T. Hogan sold 12,321 shares of Microsoft 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 transaction, the executive vice president directly owned 137,933 shares of the company's stock, valued at $56,486,322.16. The trade was a 8.20% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, Director John W. Stanton bought 5,000 shares of the stock in a transaction that occurred on Wednesday, February 18th. The shares were purchased at an average cost 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 of the company's stock, valued at $33,339,651.75. This trade represents a 6.34% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. 0.03% of the stock is owned by insiders.

Analyst Upgrades and Downgrades

Several research analysts have recently issued reports on the company. UBS Group decreased their price target on Microsoft from $600.00 to $510.00 and set a "buy" rating for the company in a research note on Wednesday, March 25th. Deutsche Bank Aktiengesellschaft decreased their price target on Microsoft from $630.00 to $575.00 and set a "buy" rating for the company in a research note on Thursday, January 29th. William Blair reissued an "outperform" rating on shares of Microsoft in a research note on Monday, March 9th. Oppenheimer reissued an "outperform" rating on shares of Microsoft in a research note on Thursday, January 29th. Finally, Piper Sandler reissued an "overweight" rating and issued a $600.00 price target (down from $650.00) on shares of Microsoft in a research note 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. According to MarketBeat.com, the company currently has an average rating of "Moderate Buy" and an average target price of $586.26.

More Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: BNP Paribas analyst reiterates confidence that Azure can still “crush estimates” despite investor worries about $150B+ AI spending, arguing Microsoft is on a “war footing” (Copilot overhaul) that supports continued cloud revenue upside. Microsoft Azure Still Poised To Crush Estimates Despite $150 Billion Spending Fears: Analyst
• Positive Sentiment: Analysis pieces argue recent sell‑off may be overdone — framing capex concerns as temporary and highlighting MSFT’s long‑term edge in agentic AI, custom silicon and enterprise suites. This supports the bull case for patient investors. Microsoft: Temporary CapEx Panic Masks The Long-Term Edge
• Positive Sentiment: Microsoft’s ecosystem continues to show incremental wins—third‑party offerings landing in the Microsoft Marketplace and M12 (Microsoft’s venture arm) participating in industry deals—helping sustain commercial momentum. A2A Protocol / Marketplace Adoption
• Neutral Sentiment: OpenAI’s large‑scale monetization plans (reported ad revenue ambitions) could alter the AI market structure; MSFT’s exposure to OpenAI is material, but implications are mixed for Microsoft’s direct revenue and strategic posture. How OpenAI's Reported Ad Plans Could Change the AI Business Model
• Neutral Sentiment: Microsoft confirmed its Q3 earnings release date (April 29) — a near‑term catalyst that could amplify moves if results or guidance deviate from expectations. Microsoft announces quarterly earnings release date
• Negative Sentiment: Product execution concerns surfaced as reports note Copilot UI changes and some institutional customers favoring Anthropic’s Claude — signs of competitive pressure and potential customer churn in AI assistant adoption. Microsoft's Copilot 'Feels Like Teams:' Why This Fund Manager Is Swapping It For Claude
• Negative Sentiment: Industry reports point to real‑world constraints (land, power, permits) forcing hyperscalers to delay or scrap data center projects — a direct challenge to MSFT’s ability to scale cloud capacity quickly without steep incremental costs. While Amazon, Microsoft, Google Struggle With AI On Land — China Looks To The Sea
• Negative Sentiment: Macro and sector weakness: new console sales data and broader software slump headlines have pressured MSFT shares alongside peers, and at least one large investor disclosed trimming a Microsoft stake. Sony, Nintendo, and Microsoft Stocks All Fall on New Video Game Console Sales Data

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).

Want to see what other hedge funds are holding MSFT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Microsoft Corporation (NASDAQ:MSFT - Free Report).

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.