White Lighthouse Investment Management Inc. Buys 1,757 Shares of Microsoft Corporation $MSFT

Key Points

• White Lighthouse Investment Management increased its Microsoft stake by 24.9% in the fourth quarter, buying 1,757 additional shares and bringing its total to 8,805 shares worth about $4.26 million.
• Microsoft reported strong quarterly results, with earnings per share of $4.27 and revenue of $82.89 billion, both above analyst estimates. Revenue rose 18.3% year over year.
• The stock also remains supported by analysts and income investors: Microsoft declared a quarterly dividend of $0.91 per share, while Wall Street’s consensus rating is “Moderate Buy” with an average target price of $561.20.

White Lighthouse Investment Management Inc. lifted its stake in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 24.9% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 8,805 shares of the software giant's stock after acquiring an additional 1,757 shares during the period. White Lighthouse Investment Management Inc.'s holdings in Microsoft were worth $4,258,000 at the end of the most recent quarter.

Several other large investors have also recently made changes to their positions in MSFT. Norges Bank bought a new position in shares of Microsoft in the 2nd quarter worth $50,493,678,000. Nuveen LLC purchased a new position in Microsoft during the 1st quarter worth $18,733,827,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its stake in Microsoft by 500.0% during the 3rd quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 59,543,261 shares of the software giant's stock worth $30,840,432,000 after buying an additional 49,618,571 shares during the last quarter. Laurel Wealth Advisors LLC grew its stake in Microsoft by 49,640.3% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 29,967,038 shares of the software giant's stock worth $14,905,904,000 after buying an additional 29,906,791 shares during the last quarter. Finally, Vanguard Group Inc. grew its stake in Microsoft by 2.3% during the 4th quarter. Vanguard Group Inc. now owns 717,942,580 shares of the software giant's stock worth $347,211,391,000 after buying an additional 15,955,898 shares during the last quarter. 71.13% of the stock is owned by institutional investors.

Insider Transactions at Microsoft

In other news, EVP Amy Coleman sold 1,262 shares of the company's stock in a transaction dated Thursday, May 14th. The stock was sold at an average price of $411.34, for a total value of $519,111.08. Following the sale, the executive vice president owned 46,003 shares in the company, valued at $18,922,874.02. This represents a 2.67% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Judson Althoff sold 15,500 shares of the company's stock in a transaction dated Monday, June 1st. The stock was sold at an average price of $460.99, for a total value of $7,145,345.00. Following the completion of the sale, the chief executive officer 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. 0.03% of the stock is owned by corporate insiders.

Microsoft Stock Down 2.7%

Shares of MSFT stock opened at $416.67 on Friday. The stock's 50-day simple moving average is $407.63 and its 200-day simple moving average is $432.07. The company has a debt-to-equity ratio of 0.08, a quick ratio of 1.27 and a current ratio of 1.28. The firm has a market capitalization of $3.10 trillion, a PE ratio of 24.80, a P/E/G ratio of 1.50 and a beta of 1.11. Microsoft Corporation has a fifty-two week low of $356.28 and a fifty-two week high of $555.45.

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 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 analyst estimates of $81.44 billion. Microsoft had a return on equity of 31.94% and a net margin of 39.34%.The company's revenue was up 18.3% on a year-over-year basis. During the same period in the prior year, the company earned $3.46 earnings per share. Equities analysts expect that Microsoft Corporation will post 16.76 earnings per share for the current year.

Microsoft Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, June 11th. Stockholders of record on Thursday, May 21st will be paid a $0.91 dividend. The ex-dividend date is Thursday, May 21st. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.9%. Microsoft's dividend payout ratio is presently 21.67%.

Analysts Set New Price Targets

Several brokerages recently weighed in on MSFT. Citigroup began coverage on Microsoft in a research note on Monday, June 1st. They set a "market outperform" rating on the stock. William Blair restated an "outperform" rating on shares of Microsoft in a research note on Monday, March 9th. BMO Capital Markets dropped their target price on Microsoft from $575.00 to $505.00 and set an "outperform" rating on the stock in a research note on Tuesday, April 28th. Guggenheim restated a "buy" rating and set a $586.00 target price on shares of Microsoft in a research note on Thursday, April 30th. Finally, Stifel Nicolaus boosted their target price on Microsoft from $392.00 to $415.00 and gave the stock a "hold" rating in a research note on Thursday, April 30th. Forty-one research analysts have rated the stock with a Buy rating and six have given a Hold rating to the company's stock. According to MarketBeat.com, the company has a consensus rating of "Moderate Buy" and an average target price of $561.20.

Key Stories Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft’s Build 2026 announcements and related coverage continued to reinforce the company’s AI growth story, including new in-house models, agent tools, Windows upgrades, and enterprise AI infrastructure that could deepen its competitive position. Analysts Say Buy Microsoft Stock (MSFT) after Build 2026 Reinforces AI Growth Story
• Positive Sentiment: Multiple articles highlighted Microsoft’s AI revenue run rate crossing $37 billion, suggesting strong monetization from Azure, Copilot, and enterprise AI offerings. Microsoft's AI Revenue Run Rate Just Crossed $37 Billion. Is It the Best AI Stock to Buy Now?
• Positive Sentiment: Wall Street sentiment remains supportive, with TD Cowen reiterating a buy rating and a $540 target, while other analysts and investors continue to frame Microsoft as a durable long-term AI and cloud leader. The Market Is Undervaluing Microsoft, Says Analyst
• Positive Sentiment: Bill Ackman’s bullish comments comparing Microsoft, Meta, and Amazon to long-term compounding opportunities also added to the constructive investment narrative around MSFT. Billionaire Investor Bill Ackman: Buying Microsoft, Meta, and Amazon Today Could Be Like Adding Buffett's Berkshire Hathaway 25 Years Ago
• Neutral Sentiment: Microsoft announced Reid Hoffman will leave its board after nearly a decade; the move appears planned, though it removes a board member closely associated with the LinkedIn/OpenAI relationship. LinkedIn co-founder Reid Hoffman to step down from Microsoft's board
• Neutral Sentiment: Microsoft is also attracting attention for broader AI ecosystem developments, including fusion power support from Helion and network-security integration for AI agents, which are positive long-term but not immediate stock catalysts. Helion, the Sam Altman-backed fusion startup, raises $465M to build a power plant for Microsoft
• Negative Sentiment: Several pieces flagged technical weakness in Microsoft’s chart and said the stock’s recent rejection at resistance could weigh on the broader software trade. Microsoft Stock Charts Look Vulnerable. Software Stocks Could Follow.
• Negative Sentiment: Commentary around Satya Nadella rebuking an internal “make people addicted” AI memo and renewed concern over Microsoft’s relationship with OpenAI may be creating some short-term reputational and partnership noise. Reid Hoffman to Leave Microsoft's Board of Directors

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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