Walser Wealth Management Company A Ltd Liability Co Invests $2.40 Million in Microsoft Corporation $MSFT

Key Points

• Walser Wealth Management opened a new position in Microsoft during the fourth quarter, buying 4,972 shares valued at about $2.4 million. Microsoft now ranks as the firm’s 7th-largest holding and makes up about 1.3% of its portfolio.
• Institutional ownership remains strong, with 71.13% of Microsoft shares held by institutions. Several other investors also increased their stakes, while analysts overall maintain a Moderate Buy consensus and a target price of $561.20.
• Microsoft continues to benefit from AI-driven demand and recently beat earnings expectations, reporting $4.27 EPS on revenue of $82.89 billion. However, the stock also faces some overhangs from insider selling, legal headlines, and concerns around Copilot and gaming execution.

Walser Wealth Management Company A Ltd Liability Co bought a new stake in Microsoft Corporation (NASDAQ:MSFT - Free Report) in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 4,972 shares of the software giant's stock, valued at approximately $2,405,000. Microsoft comprises approximately 1.3% of Walser Wealth Management Company A Ltd Liability Co's portfolio, making the stock its 7th largest holding.

Other large investors have also bought and sold shares of the company. Rochester Wealth Strategies LLC lifted its position in Microsoft by 2.9% during the 3rd quarter. Rochester Wealth Strategies LLC now owns 700 shares of the software giant's stock worth $363,000 after buying an additional 20 shares in the last quarter. Longfellow Investment Management Co. LLC increased its position in Microsoft by 51.3% in the 2nd 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 in the last quarter. Shepherd Kaplan Krochuk LLC raised its stake in shares of Microsoft by 4.9% in the third quarter. Shepherd Kaplan Krochuk LLC now owns 431 shares of the software giant's stock worth $223,000 after acquiring an additional 20 shares during the last quarter. Fischer Investment Strategies LLC raised its stake in shares of Microsoft by 3.1% in the fourth quarter. Fischer Investment Strategies LLC now owns 697 shares of the software giant's stock worth $337,000 after acquiring an additional 21 shares during the last quarter. Finally, Pollock Investment Advisors LLC lifted its position in shares of Microsoft by 0.8% during the third quarter. Pollock Investment Advisors LLC now owns 2,805 shares of the software giant's stock worth $1,453,000 after purchasing an additional 21 shares in the last quarter. 71.13% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

MSFT has been the subject of a number of research reports. Arete Research raised their price target on shares of Microsoft from $730.00 to $870.00 and gave the company a "buy" rating in a report on Tuesday, May 5th. Stifel Nicolaus upped their price objective on Microsoft from $392.00 to $415.00 and gave the stock a "hold" rating in a report on Thursday, April 30th. Rothschild & Co Redburn decreased their price objective on Microsoft from $450.00 to $400.00 and set a "neutral" rating on the stock in a research report on Thursday, April 23rd. Phillip Securities raised Microsoft to a "buy" rating and set a $485.00 target price for the company in a research note on Wednesday, May 13th. Finally, Cantor Fitzgerald restated an "overweight" rating and set a $502.00 target price on shares of Microsoft in a research report on Thursday, June 4th. Forty-one analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the stock. Based on data from MarketBeat.com, Microsoft has a consensus rating of "Moderate Buy" and a consensus target price of $561.20.

Key Stories Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: New reporting suggests Microsoft is still benefiting from strong AI demand, including ByteDance spending more than $1 billion annually on Azure AI services and broader commentary that Azure growth and AI run-rate remain major drivers of investor interest. Microsoft Builds $1 Billion-Plus AI Business With ByteDance
• Positive Sentiment: Several pieces argued Microsoft’s pullback may be creating a buying opportunity because the company still has strong cash flow, dividend growth, and discounted valuation relative to its AI prospects. Microsoft's Boring Stock Story May Be Its Biggest Strength
• Neutral Sentiment: Microsoft also drew attention for product and ecosystem updates, including a possible PayPal integration for Xbox buy-now-pay-later checkout and new Teams features, but these are not likely near-term stock movers. Microsoft Sizes Up PayPal as Xbox Leak Exposes Buy Now Pay Later Plans
• Negative Sentiment: Multiple law firms announced or promoted securities class actions tied to Microsoft, alleging investors were harmed by misleading AI/Copilot-related statements during the May 2025 to January 2026 period. These legal headlines can weigh on sentiment. Portnoy Law Firm Announces Class Action on Behalf of Microsoft Corporation Investors
• Negative Sentiment: Another negative overhang is the claim that Copilot functionality issues contributed to a sharp stock drop, reinforcing investor concerns about execution risk and AI spending efficiency. Investor Rights Alert: Microsoft Faces Securities Fraud Class Action after Copilot Issues
• Negative Sentiment: There is also renewed concern that Microsoft’s gaming strategy is under pressure, with coverage pointing to the Steam Machine and broader cost-cutting in gaming as threats to growth in that segment. The Biggest Threat to Microsoft’s Gaming Ambitions is the Steam Machine

Microsoft Stock Performance

MSFT opened at $379.40 on Friday. The firm has a 50 day simple moving average of $412.37 and a 200 day simple moving average of $425.58. Microsoft Corporation has a fifty-two week low of $356.28 and a fifty-two week high of $555.45. The company has a market cap of $2.82 trillion, a price-to-earnings ratio of 22.58, a price-to-earnings-growth ratio of 1.37 and a beta of 1.11. The company has a debt-to-equity ratio of 0.08, a current ratio of 1.28 and a quick ratio of 1.27.

Microsoft (NASDAQ:MSFT - Get Free Report) last announced 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. Microsoft had a net margin of 39.34% and a return on equity of 31.94%. The firm had revenue of $82.89 billion for the quarter, compared to analysts' expectations of $81.44 billion. During the same period last year, the firm earned $3.46 earnings per share. The business's revenue for the quarter was up 18.3% on a year-over-year basis. On average, sell-side analysts anticipate that Microsoft Corporation will post 16.76 earnings per share for the current year.

Microsoft Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Thursday, August 20th will be given a $0.91 dividend. This represents a $3.64 annualized dividend and a dividend yield of 1.0%. The ex-dividend date is Thursday, August 20th. Microsoft's dividend payout ratio (DPR) is currently 21.67%.

Insider Transactions at Microsoft

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

Microsoft Company 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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