Foundations Investment Advisors LLC Increases Stake in Microsoft Corporation $MSFT

Foundations Investment Advisors LLC increased its holdings in shares of Microsoft Corporation (NASDAQ:MSFT) by 5.6% in the third quarter, according to its most recent filing with the SEC. The fund owned 181,604 shares of the software giant’s stock after acquiring an additional 9,704 shares during the period. Microsoft comprises 1.4% of Foundations Investment Advisors LLC’s portfolio, making the stock its 16th biggest position. Foundations Investment Advisors LLC’s holdings in Microsoft were worth $94,062,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. IRON Financial LLC boosted its position in Microsoft by 23.2% during the third quarter. IRON Financial LLC now owns 6,510 shares of the software giant’s stock worth $3,372,000 after purchasing an additional 1,225 shares in the last quarter. Wellington Capital Management Inc. purchased a new stake in shares of Microsoft in the 2nd quarter worth about $9,941,000. Sound View Wealth Advisors Group LLC grew its stake in Microsoft by 2.6% in the 2nd quarter. Sound View Wealth Advisors Group LLC now owns 94,120 shares of the software giant’s stock valued at $46,816,000 after acquiring an additional 2,373 shares during the last quarter. Weaver Capital Management LLC increased its holdings in Microsoft by 14.0% during the 3rd quarter. Weaver Capital Management LLC now owns 18,340 shares of the software giant’s stock valued at $9,499,000 after acquiring an additional 2,247 shares in the last quarter. Finally, Gradient Investments LLC raised its position in Microsoft by 4.3% during the third quarter. Gradient Investments LLC now owns 285,163 shares of the software giant’s stock worth $147,700,000 after acquiring an additional 11,770 shares during the last quarter. Institutional investors own 71.13% of the company’s stock.

Microsoft Price Performance

Shares of MSFT stock opened at $400.66 on Thursday. Microsoft Corporation has a twelve month low of $344.79 and a twelve month high of $555.45. The company has a market capitalization of $2.98 trillion, a PE ratio of 25.06, a price-to-earnings-growth ratio of 1.52 and a beta of 1.08. The company has a current ratio of 1.39, a quick ratio of 1.38 and a debt-to-equity ratio of 0.09. The firm has a fifty day simple moving average of $447.07 and a 200-day simple moving average of $485.30.

Microsoft (NASDAQ:MSFT) last issued its quarterly earnings data on Wednesday, January 28th. The software giant reported $4.14 EPS for the quarter, topping analysts’ consensus estimates of $3.86 by $0.28. Microsoft had a net margin of 39.04% and a return on equity of 32.34%. The firm had revenue of $81.27 billion for the quarter, compared to analyst estimates of $80.28 billion. During the same quarter in the previous year, the business posted $3.23 EPS. The firm’s revenue was up 16.7% compared to the same quarter last year. Equities research analysts anticipate that Microsoft Corporation will post 13.08 earnings per share for the current fiscal year.

Microsoft Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, March 12th. Shareholders of record on Thursday, February 19th will be issued a dividend of $0.91 per share. The ex-dividend date is Thursday, February 19th. This represents a $3.64 annualized dividend and a yield of 0.9%. Microsoft’s payout ratio is currently 22.76%.

Wall Street Analysts Forecast Growth

Several analysts have recently commented on the stock. DZ Bank reiterated a “buy” rating on shares of Microsoft in a research report on Thursday, January 29th. Wedbush dropped their price target on Microsoft from $625.00 to $575.00 and set an “outperform” rating for the company in a research report on Thursday, January 29th. Melius Research set a $430.00 price target on Microsoft in a report on Monday, February 9th. Rothschild & Co Redburn set a $450.00 price objective on Microsoft in a report on Wednesday, January 21st. Finally, Citigroup decreased their target price on Microsoft from $660.00 to $635.00 and set a “buy” rating for the company in a report on Thursday, January 29th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-nine have assigned a Buy rating and four have assigned a Hold rating to the company. According to MarketBeat.com, Microsoft currently has a consensus rating of “Moderate Buy” and an average price target of $591.95.

Insiders Place Their Bets

In other Microsoft news, EVP Takeshi Numoto sold 2,850 shares of the company’s stock in a transaction that occurred on Thursday, December 4th. The stock was sold at an average price of $478.72, for a total value of $1,364,352.00. Following the transaction, the executive vice president directly owned 55,782 shares of the company’s stock, valued at $26,703,959.04. This represents a 4.86% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, Director John W. Stanton purchased 5,000 shares of the firm’s stock in a transaction dated Wednesday, February 18th. The shares were bought at an average cost of $397.35 per share, with a total value of $1,986,750.00. Following the transaction, the director directly owned 83,905 shares of the company’s stock, valued at approximately $33,339,651.75. This represents a 6.34% increase in their position. The SEC filing for this purchase provides additional information. 0.03% of the stock is owned by company insiders.

Key Headlines Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Short-term AI worry eased after comments from Anthropic that tempered fears about AI displacing enterprise software, giving MSFT shares an immediate lift. Microsoft Stock Climbs After AI Fears Ease on Anthropic’s Comments
• Positive Sentiment: Microsoft expanded its global connectivity push via a partnership with SpaceX’s Starlink (Orbital AI access), which supports Azure edge/sovereign-cloud use cases and broadens market reach in underserved regions. Microsoft and SpaceX’s Starlink partner on global community internet effort
• Positive Sentiment: Insider buying and technical oversold signals were highlighted by market commentators, supporting a narrative that the recent pullback may be overdone and attracting value buyers. Microsoft Is Sliding—An Insider Buy and Oversold Signals Are Changing the Setup
• Positive Sentiment: The White House invited major cloud/AI players including Microsoft to a power-cost pledge, a policy development that could ease data‑center energy risk and improve investor confidence around operating costs. White House to host Big Tech in pledge to rein in power costs
• Neutral Sentiment: Microsoft is among strategic backers of autonomous‑driving firm Wayve’s latest funding round — a signal of continued venture activity and ecosystem bets, but limited near‑term revenue impact. Nvidia, Microsoft back self-driving firm Wayve as it hits $8.6 billion valuation
• Neutral Sentiment: Leadership changes in Xbox (Asha Sharma replacing Phil Spencer) tie gaming more directly to Microsoft’s AI/cloud strategy — strategically relevant but unlikely to move near-term financials materially. Microsoft Gaming Shift As Asha Sharma Reshapes Xbox And AI Role
• Negative Sentiment: Japan’s Fair Trade Commission reportedly raided Microsoft Japan over suspected anti‑monopoly issues tied to Azure — a regulatory probe that could create legal costs, business disruption or reputational risk if escalated. Microsoft Japan raided over suspected violation of anti-monopoly law, Nikkei says
• Negative Sentiment: High‑profile critics and media voices (e.g., Jim Cramer) called for a “refresh” at Microsoft, adding negative narrative pressure amid the stock’s selloff and keeping sentiment fragile. Microsoft (MSFT) Needs a Refresh, Says Jim Cramer
• Negative Sentiment: Michael Burry’s public accusation about aggressive accounting at big tech (including MSFT) can amplify worries about transparency and AI‑capex accounting, potentially weighing on sentiment if the narrative gains traction. Michael Burry Warns MSFT, GOOG, META Are Using ‘Sinister’ Accounting To Hide AI Costs

Microsoft 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).