Simplicity Wealth LLC Has $19.70 Million Position in Microsoft Corporation $MSFT

Key Points

• Simplicity Wealth LLC increased its Microsoft stake by 9.8% in the first quarter, bringing its holding to 53,229 shares worth about $19.7 million. Microsoft is now the firm’s 13th-largest position and makes up 1.1% of its portfolio.
• Microsoft posted solid recent financial results, beating earnings and revenue expectations in its latest quarterly report. Revenue rose 18.3% year over year, and analysts currently expect the company to deliver 16.7 EPS for the full year.
• Wall Street remains broadly bullish on Microsoft despite some price-target cuts, with 42 analysts rating it a Buy and a consensus rating of Moderate Buy. The stock also carries a dividend yield of about 1.0% and continues to draw heavy institutional ownership.

Simplicity Wealth LLC raised its stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 9.8% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 53,229 shares of the software giant's stock after purchasing an additional 4,757 shares during the period. Microsoft accounts for 1.1% of Simplicity Wealth LLC's portfolio, making the stock its 13th largest holding. Simplicity Wealth LLC's holdings in Microsoft were worth $19,704,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors also recently modified their holdings of MSFT. Longfellow Investment Management Co. LLC boosted its holdings in Microsoft by 51.3% during the second quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant's stock valued at $29,000 after acquiring an additional 20 shares during the period. Bernzott Capital Advisors bought a new position in shares of Microsoft in the fourth quarter worth about $34,000. Timmons Wealth Management LLC bought a new position in shares of Microsoft in the fourth quarter worth about $36,000. Fairway Wealth LLC lifted its position in shares of Microsoft by 287.0% during the 4th quarter. Fairway Wealth LLC now owns 89 shares of the software giant's stock worth $43,000 after purchasing an additional 66 shares during the last quarter. Finally, LSV Asset Management bought a new stake in Microsoft during the 4th quarter valued at approximately $44,000. Institutional investors own 71.13% of the company's stock.

Microsoft Price Performance

Shares of MSFT stock opened at $381.70 on Friday. Microsoft Corporation has a 12 month low of $349.20 and a 12 month high of $555.45. The company has a market capitalization of $2.84 trillion, a P/E ratio of 22.72, a P/E/G ratio of 1.17 and a beta of 1.13. The stock has a 50 day moving average of $398.21 and a two-hundred day moving average of $408.08. The company has a current ratio of 1.28, a quick ratio of 1.27 and a debt-to-equity ratio of 0.08.

Microsoft (NASDAQ:MSFT - Get Free Report) last released its quarterly earnings data on Wednesday, April 29th. The software giant reported $4.27 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $4.06 by $0.21. The business had revenue of $82.89 billion for the quarter, compared to analysts' expectations of $81.44 billion. Microsoft had a return on equity of 31.94% and a net margin of 39.34%.Microsoft's quarterly revenue was up 18.3% on a year-over-year basis. During the same period in the previous year, the business posted $3.46 earnings per share. As a group, equities analysts expect that Microsoft Corporation will post 16.7 EPS for the current year.

Microsoft Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Thursday, August 20th will be issued a $0.91 dividend. This represents a $3.64 annualized dividend and a yield of 1.0%. The ex-dividend date of this dividend is Thursday, August 20th. Microsoft's payout ratio is 21.67%.

Wall Street Analysts Forecast Growth

A number of research firms have issued reports on MSFT. Argus lowered their target price on Microsoft from $620.00 to $510.00 and set a "buy" rating on the stock in a report on Friday, July 10th. Oppenheimer reissued an "outperform" rating and issued a $515.00 price objective on shares of Microsoft in a research report on Wednesday. Cantor Fitzgerald restated an "overweight" rating and issued a $502.00 price objective on shares of Microsoft in a research note on Thursday, June 4th. Phillip Securities raised shares of Microsoft to a "buy" rating and set a $485.00 target price on the stock in a research report on Wednesday, May 13th. Finally, TD Cowen reiterated a "buy" rating and set a $540.00 target price on shares of Microsoft in a research note on Thursday, June 4th. Forty-two equities research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company. According to MarketBeat.com, Microsoft presently has a consensus rating of "Moderate Buy" and an average price target of $555.40.

Insider Activity

In related news, EVP Takeshi Numoto sold 4,500 shares of the company's stock in a transaction dated Wednesday, June 10th. The shares were sold at an average price of $402.84, for a total value of $1,812,780.00. Following the sale, the executive vice president owned 47,468 shares of the company's stock, valued at $19,122,009.12. The trade was a 8.66% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, CEO Judson Althoff sold 15,500 shares of the stock in a transaction dated Monday, June 1st. The stock was sold at an average price of $460.99, for a total transaction of $7,145,345.00. Following the completion of the transaction, the chief executive officer directly owned 110,477 shares of the company's stock, valued at $50,928,792.23. This trade represents a 12.30% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 23,762 shares of company stock worth $10,508,361. 0.03% of the stock is currently owned by corporate insiders.

Key Headlines Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft joined 25 tech companies in urging U.S. policymakers not to impose broad restrictions on open-weight and open-source AI models, a stance that supports its broader AI ecosystem strategy and could help preserve flexibility for future product development. Reuters article
• Positive Sentiment: Microsoft also backed a coalition letter with Nvidia, Meta, and other firms arguing that open-weight AI is important for U.S. leadership, reinforcing investor confidence that the company remains a major AI platform player rather than being boxed into one model provider. Business Insider article
• Positive Sentiment: Microsoft’s expanded Databricks partnership extends a key cloud/data-AI relationship through the 2030s, which should help Azure adoption and strengthen long-term enterprise demand for Microsoft’s cloud services. TipRanks article
• Neutral Sentiment: Several previews ahead of Microsoft’s July 29 earnings report say the big investor focus will be FY2027 CapEx guidance and Azure growth, with analysts expecting strong results but worrying that AI infrastructure spending could weigh on free cash flow and margins. MarketBeat article
• Negative Sentiment: Multiple law firms issued class-action alerts and deadline reminders tied to Microsoft securities-fraud claims, including allegations related to Copilot disclosures, which adds headline risk and may keep some investors cautious into earnings. GlobeNewswire article
• Negative Sentiment: Broader tech weakness tied to AI spending fears also weighed on Microsoft, as investors sold mega-cap names after seeing massive capital outlays across the sector and questioning near-term returns on AI investment. Fox Business article

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).

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