Microsoft Corporation $MSFT Position Lifted by LFG Wealth Partners LLC

Posted by George Bondi on Aug 18th, 2026

LFG Wealth Partners LLC grew its holdings in shares of Microsoft Corporation (NASDAQ:MSFT – Free Report) by 30.2% in the first quarter, HoldingsChannel reports. The fund owned 25,640 shares of the software giant’s stock after purchasing an additional 5,940 shares during the quarter. Microsoft makes up about 5.7% of LFG Wealth Partners LLC’s portfolio, making the stock its 2nd largest holding. LFG Wealth Partners LLC’s holdings in Microsoft were worth $9,491,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors also recently bought and sold shares of MSFT. Longfellow Investment Management Co. LLC boosted its holdings in Microsoft by 51.3% in the 2nd quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant’s stock worth $29,000 after buying an additional 20 shares during the period. Bernzott Capital Advisors bought a new stake in Microsoft in the 4th quarter worth approximately $34,000. Timmons Wealth Management LLC purchased a new stake in Microsoft during the fourth quarter valued at $36,000. Fairway Wealth LLC lifted its holdings in shares of Microsoft by 287.0% in the 4th quarter. Fairway Wealth LLC now owns 89 shares of the software giant’s stock valued at $43,000 after acquiring an additional 66 shares during the last quarter. Finally, LSV Asset Management purchased a new position in shares of Microsoft in the 4th quarter worth approximately $44,000. 71.13% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

Several brokerages have recently weighed in on MSFT. Guggenheim reiterated a “buy” rating and issued a $586.00 price target on shares of Microsoft in a report on Monday, July 27th. CLSA reiterated an “outperform” rating on shares of Microsoft in a research note on Thursday, July 30th. Wedbush reaffirmed an “outperform” rating and set a $575.00 price objective on shares of Microsoft in a research report on Wednesday, May 13th. Tigress Financial upped their price target on Microsoft from $680.00 to $690.00 and gave the stock a “buy” rating in a research report on Wednesday, August 5th. Finally, Scotiabank restated an “outperform” rating and set a $510.00 price objective on shares of Microsoft in a report on Thursday, July 30th. Forty-two analysts have rated the stock with a Buy rating and five have given a Hold rating to the company. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $560.27.

Read Our Latest Report on MSFT

More Microsoft News

Here are the key news stories impacting Microsoft this week:

Positive Sentiment: Microsoft’s Azure business reportedly surpassed $100 billion in annual revenue, reinforcing confidence that AI demand is translating into substantial cloud growth. The company’s strong recent earnings, rising Microsoft 365 seat count and increasing adoption of premium E7 and Copilot offerings provide additional long-term growth support. Azure revenue article Microsoft 365 seats article
Positive Sentiment: William Blair reaffirmed a Buy rating, citing early AI monetization and a constructive long-term risk-reward profile. Other coverage highlighted Microsoft’s ability to generate cash while investing heavily in AI infrastructure, distinguishing it from some competitors. Microsoft Buy rating article
Positive Sentiment: Microsoft is developing its Maia 300 AI accelerator, potentially reducing dependence on Nvidia processors and improving supply flexibility and infrastructure economics over time. Maia 300 chip article
Neutral Sentiment: A partnership with Plug Power tested hydrogen fuel-cell backup power for Microsoft data centers. The trial could support data-center resilience, but Plug’s CEO said it does not represent a strategic pivot or an immediate material change for Microsoft. Plug Power and Microsoft article
Negative Sentiment: A Guardian investigation raised questions about a possible shortfall in advanced AI chips installed across Microsoft’s facilities relative to its stated data-center expansion plans. Reports cited a potential gap of roughly 2.2 million chips, fueling concerns about deployment timing, capacity and near-term AI revenue growth. Microsoft chip capacity article
Negative Sentiment: Morgan Stanley warned that heavy AI capital expenditure and rising debt-related obligations could pressure hyperscaler credit quality. Although Microsoft has a strong balance sheet, the warning increases scrutiny of whether massive infrastructure spending will generate adequate returns. Morgan Stanley hyperscaler warning

Insider Activity at Microsoft

In related news, CEO Judson Althoff sold 10,000 shares of the firm’s stock in a transaction dated Wednesday, August 5th. The shares were sold at an average price of $487.89, for a total transaction of $4,878,900.00. Following the completion of the sale, the chief executive officer directly owned 100,447 shares in the company, valued at approximately $49,007,086.83. This trade represents a 9.05% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Takeshi Numoto sold 4,810 shares of the firm’s stock in a transaction on Tuesday, August 4th. The stock was sold at an average price of $496.48, for a total value of $2,388,068.80. Following the sale, the executive vice president directly owned 42,677 shares of the company’s stock, valued at approximately $21,188,276.96. This trade represents a 10.13% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 37,310 shares of company stock valued at $17,256,219 over the last quarter. 0.03% of the stock is owned by company insiders.

Microsoft Stock Down 3.0%

Microsoft stock opened at $480.35 on Tuesday. The company has a debt-to-equity ratio of 0.07, a current ratio of 1.23 and a quick ratio of 1.22. The stock has a market capitalization of $3.57 trillion, a PE ratio of 26.75, a price-to-earnings-growth ratio of 1.59 and a beta of 1.10. The business has a 50 day simple moving average of $412.64 and a 200-day simple moving average of $408.06. Microsoft Corporation has a 12 month low of $349.20 and a 12 month high of $553.72.

Microsoft (NASDAQ:MSFT – Get Free Report) last released its quarterly earnings results on Wednesday, July 29th. The software giant reported $4.74 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.24 by $0.50. The firm had revenue of $90.01 billion for the quarter, compared to analysts’ expectations of $87.62 billion. Microsoft had a net margin of 40.31% and a return on equity of 31.98%. The firm’s revenue for the quarter was up 17.7% compared to the same quarter last year. During the same quarter last year, the company earned $3.65 EPS. On average, analysts anticipate that Microsoft Corporation will post 19.59 EPS for the current fiscal year.

Microsoft Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Thursday, August 20th will be issued a dividend of $0.91 per share. The ex-dividend date of this dividend is Thursday, August 20th. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.8%. Microsoft’s dividend payout ratio is presently 20.27%.

Microsoft Company Profile

(Free Report)

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).