Oregon Pacific Wealth Management LLC Has $1.82 Million Stock Position in Microsoft Corporation $MSFT

Oregon Pacific Wealth Management LLC decreased its holdings in shares of Microsoft Corporation (NASDAQ:MSFT) by 73.0% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 3,762 shares of the software giant’s stock after selling 10,175 shares during the period. Microsoft comprises approximately 1.9% of Oregon Pacific Wealth Management LLC’s holdings, making the stock its 10th largest position. Oregon Pacific Wealth Management LLC’s holdings in Microsoft were worth $1,819,000 as of its most recent SEC filing.

A number of other hedge funds have also recently modified their holdings of the business. Financial Planning Navigators CORP bought a new stake in shares of Microsoft during the 4th quarter valued at $1,196,000. Tenon Financial LLC grew its position in shares of Microsoft by 0.7% during the 4th quarter. Tenon Financial LLC now owns 3,761 shares of the software giant’s stock valued at $1,819,000 after acquiring an additional 25 shares during the period. Genesis Financial Group LLC bought a new stake in shares of Microsoft during the 4th quarter valued at $215,000. West Branch Capital LLC grew its position in shares of Microsoft by 0.6% during the 4th quarter. West Branch Capital LLC now owns 56,005 shares of the software giant’s stock valued at $27,085,000 after acquiring an additional 351 shares during the period. Finally, Morangie Management LLC grew its position in shares of Microsoft by 5.1% during the 4th quarter. Morangie Management LLC now owns 8,156 shares of the software giant’s stock valued at $3,944,000 after acquiring an additional 393 shares during the period. Institutional investors own 71.13% of the company’s stock.

Key Stories Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft agreed to take up spare capacity at a Norway data center originally intended for OpenAI, giving it access to tens of thousands of Nvidia GPUs and immediately boosting its AI compute footprint — a direct, near-term capacity win for Azure and Copilot workloads. OpenAI pulls back from Stargate Norway data center deal as Microsoft takes over
• Positive Sentiment: Technical and sentiment momentum: Microsoft just logged its best three-session performance since April 2023, reflecting a short-term rotation back into beaten-down mega-cap AI names and traders reacting to the compute/capacity news. Microsoft’s stock has sprung back to life: It’s on its strongest run in 3 years, by one measure
• Positive Sentiment: Analyst and industry bullishness: a number of commentaries and upgrades argue Microsoft’s pullback is overdone given its cloud backlog and Copilot monetization potential — supporting a view that further upside is possible if execution continues. Microsoft Stock Got Punished by AI Fears. The Market’s Been Too Harsh.
• Neutral Sentiment: Massive AI capex and data‑center expansion remain a double‑edged sword: Microsoft is accelerating build‑out (including a new 3,200‑acre Wyoming site) and guiding very large capital spending — this supports long‑term growth but keeps near‑term capex scrutiny and margin pressure in play. Microsoft’s AI Data Center Push: Growth Engine or Capex Trap?
• Neutral Sentiment: Unusually large options volume has been reported, indicating heightened trader activity and positioning around the name — this amplifies moves but can increase short‑term volatility. Microsoft Sees Unusually Large Options Volume (NASDAQ:MSFT)
• Negative Sentiment: Price‑target trims and valuation questions persist: several firms have reduced targets amid the post‑peak re‑rating, keeping upside under review and maintaining downside risk if growth or margin inflection points slip. Mizuho Trims Microsoft Price Target to $515: How Much Upside Is Left in This AI Titan?
• Negative Sentiment: Partnership and competitive risk: mixed signals from AI partners (OpenAI internal comments and Anthropic activity) highlight dependency and competitive uncertainty around who controls model distribution and which clouds customers choose — a potential long‑term strategic headwind. OpenAI Says Microsoft ‘Limited’ Its Reach, Slams Anthropic For ‘Inflated $30B Revenue

Microsoft Stock Up 4.6%

MSFT opened at $411.22 on Thursday. The firm has a 50-day simple moving average of $390.90 and a two-hundred day simple moving average of $455.36. Microsoft Corporation has a 52 week low of $355.67 and a 52 week high of $555.45. The company has a market capitalization of $3.05 trillion, a PE ratio of 25.72, a price-to-earnings-growth ratio of 1.49 and a beta of 1.11. 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) last released its quarterly earnings data on Wednesday, January 28th. The software giant reported $4.14 EPS for the quarter, beating the consensus estimate of $3.86 by $0.28. Microsoft had a net margin of 39.04% and a return on equity of 32.34%. The business had revenue of $81.27 billion during the quarter, compared to the consensus estimate of $80.28 billion. During the same quarter in the prior year, the firm earned $3.23 EPS. The business’s revenue was up 16.7% on a year-over-year basis. Analysts forecast that Microsoft Corporation will post 13.08 earnings per share for the current fiscal year.

Microsoft Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, June 11th. Shareholders of record on Thursday, May 21st will be issued a dividend of $0.91 per share. This represents a $3.64 annualized dividend and a dividend yield of 0.9%. The ex-dividend date of this dividend is Thursday, May 21st. Microsoft’s dividend payout ratio is 22.76%.

Wall Street Analyst Weigh In

A number of equities research analysts have recently issued reports on the stock. HSBC cut their price objective on shares of Microsoft from $667.00 to $588.00 and set a “buy” rating for the company in a research report on Thursday, January 29th. Piper Sandler dropped their target price on shares of Microsoft from $600.00 to $500.00 and set an “overweight” rating for the company in a report on Tuesday. Morgan Stanley reaffirmed an “overweight” rating on shares of Microsoft in a report on Thursday, January 29th. Robert W. Baird dropped their target price on shares of Microsoft from $540.00 to $500.00 and set an “outperform” rating for the company in a report on Wednesday. Finally, UBS Group dropped their target price on shares of Microsoft from $600.00 to $510.00 and set a “buy” rating for the company in a report on Wednesday, March 25th. Two analysts have rated the stock with a Strong Buy rating, thirty-eight have assigned a Buy rating and five have issued a Hold rating to the company’s stock. According to MarketBeat, Microsoft has a consensus rating of “Moderate Buy” and an average target price of $579.82.

Insider Activity

In related news, Director John W. Stanton acquired 5,000 shares of the company’s stock in a transaction on Wednesday, February 18th. The stock was acquired at an average price of $397.35 per share, with a total value of $1,986,750.00. Following the acquisition, the director directly owned 83,905 shares of the company’s stock, valued at approximately $33,339,651.75. This trade represents a 6.34% increase in their ownership of the stock. The purchase was disclosed in a filing with the SEC, which is available through this link. Also, EVP Kathleen T. Hogan sold 12,321 shares of the company’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 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 SEC filing for this sale provides additional information. 0.03% of the stock is owned by corporate insiders.

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).