Split Rock Private Trading & Wealth Management LLC Takes Position in Microsoft Corporation $MSFT

Posted by Brian Himes on May 5th, 2026

Split Rock Private Trading & Wealth Management LLC purchased a new position in Microsoft Corporation (NASDAQ:MSFT – Free Report) in the fourth quarter, Holdings Channel.com reports. The firm purchased 3,203 shares of the software giant’s stock, valued at approximately $1,549,000. Microsoft comprises 1.2% of Split Rock Private Trading & Wealth Management LLC’s investment portfolio, making the stock its 12th largest position.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the stock. WFA Asset Management Corp lifted its holdings in shares of Microsoft by 27.0% during the 1st quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant’s stock valued at $427,000 after buying an additional 216 shares during the period. Ironwood Wealth Management LLC. grew its holdings in shares of Microsoft by 0.3% in the second quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant’s stock worth $5,658,000 after acquiring an additional 38 shares during the period. Discipline Wealth Solutions LLC increased its position in Microsoft by 410.4% during the third quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant’s stock valued at $1,144,000 after acquiring an additional 2,138 shares during the last quarter. Wealth Group Ltd. lifted its holdings in Microsoft by 1.2% in the fourth quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant’s stock valued at $1,000,000 after acquiring an additional 28 shares during the period. Finally, Eagle Capital Management LLC lifted its holdings in Microsoft by 0.4% in the fourth quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant’s stock valued at $9,735,000 after acquiring an additional 96 shares during the period. Institutional investors own 71.13% of the company’s stock.

Insider Buying and Selling at Microsoft

In other news, EVP Kathleen T. Hogan sold 12,321 shares of the business’s stock in a transaction dated Friday, March 6th. The stock was sold at an average price of $409.52, for a total value of $5,045,695.92. Following the transaction, the executive vice president directly owned 137,933 shares in the company, valued at $56,486,322.16. The trade was a 8.20% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director John W. Stanton acquired 5,000 shares of the company’s stock in a transaction dated Wednesday, February 18th. The stock was acquired at an average cost of $397.35 per share, with a total value of $1,986,750.00. Following the purchase, the director 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. Additional details regarding this purchase are available in the official SEC disclosure. Corporate insiders own 0.03% of the company’s stock.

Microsoft Trading Down 0.2%

Microsoft stock opened at $413.62 on Tuesday. Microsoft Corporation has a 12-month low of $356.28 and a 12-month high of $555.45. The firm has a market capitalization of $3.07 trillion, a price-to-earnings ratio of 24.62, a P/E/G ratio of 1.55 and a beta of 1.10. The firm has a 50 day moving average of $395.28 and a 200 day moving average of $447.45. The company has a current ratio of 1.28, a quick ratio of 1.27 and a debt-to-equity ratio of 0.08.

Microsoft (NASDAQ:MSFT – Get Free Report) last issued its quarterly earnings results on Wednesday, April 29th. The software giant reported $4.27 earnings per share for the quarter, beating the consensus estimate of $4.06 by $0.21. The business had revenue of $82.89 billion for the quarter, compared to the consensus estimate of $81.44 billion. Microsoft had a net margin of 39.34% and a return on equity of 31.94%. The company’s revenue for the quarter was up 18.3% on a year-over-year basis. During the same quarter in the previous year, the firm earned $3.46 earnings per share. As a group, research analysts predict that Microsoft Corporation will post 16.68 earnings per share for the current year.

Microsoft Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, June 11th. Investors of record on Thursday, May 21st will be issued a $0.91 dividend. The ex-dividend date of this dividend is Thursday, May 21st. This represents a $3.64 annualized dividend and a yield of 0.9%. Microsoft’s dividend payout ratio is currently 21.67%.

Analysts Set New Price Targets

A number of research firms have issued reports on MSFT. UBS Group restated a “buy” rating on shares of Microsoft in a research note on Friday, April 24th. Deutsche Bank Aktiengesellschaft dropped their price objective on shares of Microsoft from $575.00 to $550.00 and set a “buy” rating on the stock in a report on Thursday, April 30th. Wall Street Zen lowered shares of Microsoft from a “buy” rating to a “hold” rating in a research report on Sunday, January 18th. Weiss Ratings cut shares of Microsoft from a “buy (b-)” rating to a “hold (c+)” rating in a report on Tuesday, March 24th. Finally, Cantor Fitzgerald dropped their price target on shares of Microsoft to $502.00 and set an “overweight” rating on the stock in a research note on Monday, April 27th. One research analyst has rated the stock with a Strong Buy rating, thirty-nine have assigned a Buy rating and five have given a Hold rating to the company’s stock. According to data from MarketBeat, Microsoft presently has a consensus rating of “Moderate Buy” and a consensus price target of $556.00.

View Our Latest Research Report on Microsoft

Microsoft News Roundup

Here are the key news stories impacting Microsoft this week:

Positive Sentiment: Microsoft moved Agent 365 out of preview to general availability, positioning itself as a leader in governance and security for enterprise AI agents — this improves MSFT’s enterprise stickiness and could accelerate cloud/Copilot adoption. Microsoft takes Agent 365 out of preview
Positive Sentiment: A small OpenClaw team is building “Project Lobster,” an always-on assistant for knowledge workers inside Microsoft 365 — a product-led initiative that could expand Copilot-like monetization across Office workloads. Microsoft’s OpenClaw team takes on the personal assistant challenge
Positive Sentiment: Street support remains: Bernstein recently lifted its price objective and other analysts highlight large backlog growth and long-run upside, reinforcing a constructive view on MSFT’s AI/cloud runway. Microsoft (MSFT): Most Promising AI Stock to Invest In
Neutral Sentiment: Partner ecosystem traction: Microsoft is showing up in industry implementations (e.g., Medline’s Mpower supply‑chain solution built with Microsoft, and strong MSP adoption via Nerdio), which signals steady commercial demand but not immediate margin impact. Medline officially launches Mpower
Negative Sentiment: Capital spending worries: analysts and commentators are flagging sharply higher AI capex (guidance for large GPU/infra spend and multiyear capex) and concerns about near-term capex ROI — a primary driver behind recent investor selling. Microsoft: Reasons To Be Concerned About Capex ROI
Negative Sentiment: Post‑earnings weakness persists: the stock dropped after last week’s results as some investors parsed the spending outlook and backlog/momentum nuances, and commentators note the market reaction remains cautious. What can power Microsoft stock higher after earnings stumble?
Negative Sentiment: Wider tech headwinds: hedge‑fund de‑risking of big tech and local data‑center/energy constraints (e.g., Denmark connection pauses) add macro and operational risk to MSFT’s hyperscale buildout. Hedge Funds Launch Biggest Tech Stock Pullback In Over 10 Years

About Microsoft

(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).