Twin City Private Wealth LLC lifted its stake in Microsoft Corporation (NASDAQ:MSFT – Free Report) by 19.9% during the 1st quarter, HoldingsChannel.com reports. The fund owned 9,091 shares of the software giant’s stock after purchasing an additional 1,512 shares during the quarter. Microsoft accounts for 2.6% of Twin City Private Wealth LLC’s portfolio, making the stock its 4th largest position. Twin City Private Wealth LLC’s holdings in Microsoft were worth $3,365,000 at the end of the most recent reporting period.
A number of other hedge funds have also recently made changes to their positions in the stock. Horizon Wealth Management LLC increased its holdings in shares of Microsoft by 1.5% in the 1st quarter. Horizon Wealth Management LLC now owns 10,931 shares of the software giant’s stock valued at $4,046,000 after acquiring an additional 164 shares during the last quarter. Midwest Capital Advisors LLC boosted its holdings in Microsoft by 16.6% in the first quarter. Midwest Capital Advisors LLC now owns 422 shares of the software giant’s stock valued at $156,000 after purchasing an additional 60 shares in the last quarter. Capital Asset Advisory Services LLC boosted its holdings in Microsoft by 17.0% in the first quarter. Capital Asset Advisory Services LLC now owns 70,940 shares of the software giant’s stock valued at $26,260,000 after purchasing an additional 10,306 shares in the last quarter. Prospect Financial Services LLC increased its stake in Microsoft by 5.7% in the first quarter. Prospect Financial Services LLC now owns 4,447 shares of the software giant’s stock valued at $1,646,000 after purchasing an additional 239 shares during the last quarter. Finally, Essex Financial Services Inc. increased its stake in Microsoft by 1.1% in the first quarter. Essex Financial Services Inc. now owns 105,311 shares of the software giant’s stock valued at $38,983,000 after purchasing an additional 1,151 shares during the last quarter. Hedge funds and other institutional investors own 71.13% of the company’s stock.
Microsoft Price Performance
Shares of NASDAQ MSFT opened at $390.99 on Tuesday. The stock has a fifty day moving average price of $401.99 and a 200 day moving average price of $413.41. Microsoft Corporation has a 1-year low of $349.20 and a 1-year high of $555.45. The company has a debt-to-equity ratio of 0.08, a current ratio of 1.28 and a quick ratio of 1.27. The company has a market cap of $2.90 trillion, a PE ratio of 23.27, a P/E/G ratio of 1.21 and a beta of 1.13.
Microsoft Announces Dividend
The company also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Thursday, August 20th will be paid a dividend of $0.91 per share. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.9%. The ex-dividend date is Thursday, August 20th. Microsoft’s payout ratio is 21.67%.
Insider Transactions at Microsoft
In other Microsoft news, EVP Takeshi Numoto sold 4,500 shares of Microsoft stock in a transaction that occurred on 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 sale, the executive vice president owned 47,468 shares of the company’s stock, valued at approximately $19,122,009.12. The trade was a 8.66% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Judson Althoff sold 15,500 shares of the business’s stock in a transaction that occurred on 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 transaction, 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. Insiders have sold a total of 23,762 shares of company stock worth $10,508,361 over the last ninety days. 0.03% of the stock is currently owned by company insiders.
Analyst Upgrades and Downgrades
MSFT has been the topic of several research analyst reports. Tigress Financial lifted their price target on shares of Microsoft from $595.00 to $680.00 and gave the stock a “buy” rating in a research note on Wednesday, May 6th. Argus decreased their price objective on shares of Microsoft from $620.00 to $510.00 and set a “buy” rating for the company in a research note on Friday. The Goldman Sachs Group reaffirmed a “buy” rating on shares of Microsoft in a report on Thursday, April 30th. BNP Paribas Exane cut their target price on Microsoft from $556.00 to $555.00 and set an “outperform” rating on the stock in a research report on Friday, May 1st. Finally, Raymond James Financial downgraded Microsoft from a “market perform” rating to a “market perform” rating in a report on Tuesday, May 5th. Forty-one research analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $559.84.
View Our Latest Stock Analysis on MSFT
Microsoft News Roundup
Here are the key news stories impacting Microsoft this week:
- Positive Sentiment: Several recent articles highlighted Microsoft’s AI strategy as a growth driver, including comments from CEO Satya Nadella about “the next massive AI trade” and enterprise customers integrating more partner AI tools into Microsoft’s ecosystem. Article Title
- Positive Sentiment: Analyst commentary remained constructive ahead of Microsoft’s late-July earnings report, with bullish notes pointing to strong Azure growth, large commercial backlog, and expectations that AI spending can support longer-term revenue growth. Article Title
- Positive Sentiment: Multiple market write-ups argued Microsoft may be undervalued after this year’s pullback, with some firms seeing meaningful upside if the company converts AI and Azure demand into earnings growth. Article Title
- Neutral Sentiment: Microsoft continues to draw long-term investor support from institutional buying, government contract wins, and favorable analyst ratings, which helps reinforce confidence but is not a fresh catalyst by itself. Article Title
- Negative Sentiment: Shares are also being weighed by class-action lawsuit headlines tied to alleged Copilot-related misrepresentations and securities fraud claims, which add legal overhang and headline risk for investors. Article Title
- Negative Sentiment: Investor concern also remains centered on Microsoft’s heavy AI capital spending and environmental impact, with some commentary questioning whether rising capex and emissions can eventually pressure margins or sentiment. Article Title
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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