Physician Wealth Advisors Inc. Increases Stock Holdings in Microsoft Corporation $MSFT

Physician Wealth Advisors Inc. increased its stake in shares of Microsoft Corporation (NASDAQ:MSFT) by 8.7% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 17,863 shares of the software giant’s stock after buying an additional 1,436 shares during the quarter. Microsoft accounts for 1.3% of Physician Wealth Advisors Inc.’s investment portfolio, making the stock its 22nd largest holding. Physician Wealth Advisors Inc.’s holdings in Microsoft were worth $9,252,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors have also bought and sold shares of the stock. Norges Bank bought a new position in shares of Microsoft during the 2nd quarter worth approximately $50,493,678,000. Nuveen LLC bought a new stake in Microsoft during the first quarter worth $18,733,827,000. Laurel Wealth Advisors LLC boosted its position in Microsoft by 49,640.3% in the second quarter. Laurel Wealth Advisors LLC now owns 29,967,038 shares of the software giant’s stock worth $14,905,904,000 after purchasing an additional 29,906,791 shares during the last quarter. Vanguard Group Inc. grew its stake in Microsoft by 2.0% in the 2nd quarter. Vanguard Group Inc. now owns 705,077,786 shares of the software giant’s stock valued at $350,712,742,000 after purchasing an additional 13,691,572 shares during the period. Finally, Northern Trust Corp grew its stake in Microsoft by 16.1% in the 4th quarter. Northern Trust Corp now owns 83,787,746 shares of the software giant’s stock valued at $35,316,535,000 after purchasing an additional 11,600,470 shares during the period. 71.13% of the stock is currently owned by institutional investors.

Insider Activity

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

Key Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Huge, ongoing AI investments from Microsoft and peers underscore the company’s commitment to AI leadership and justify premium multiples for Azure and Copilot-related revenue growth. Microsoft and Alphabet Spend Billions On AI: A Closer Look
• Positive Sentiment: Microsoft’s push into new data-center capacity (Michigan initiative) strengthens its ability to host AI workloads, reducing supply constraints and supporting future Azure/AI revenue. Microsoft Stock (NASDAQ:MSFT) Gains With New Charm Offensive for Data Centers in Michigan
• Positive Sentiment: RBC reaffirmed an “outperform” rating, providing an analyst-level vote of confidence that can support buying interest after recent weakness. RBC Outperform Affirmed
• Neutral Sentiment: Options activity and technical positioning show elevated trader interest and volatility—this can amplify moves but isn’t a clear directional catalyst on its own. Microsoft Stock Testing 2 Key Levels as Options Traders Pounce
• Neutral Sentiment: Wall Street pieces and commentators list MSFT among top large-cap AI/infra names to own—supportive long-term thesis but not an immediate catalyst. 2 Trillion-Dollar Stocks That Could Soar by 40% and 50%
• Neutral Sentiment: Analyst/video commentary highlights short-term SaaS volatility but sees Microsoft among rebound candidates—useful for traders, less so for long-term investors. SaaS-pocalypse Opportunities in MSFT, AMZN, PLTR, NOW & Others
• Negative Sentiment: OpenAI is reportedly building a code-repository to rival GitHub, which could erode a strategic Microsoft asset and developer ecosystem advantage if it gains traction. OpenAI is developing alternative to Microsoft’s GitHub
• Negative Sentiment: Ongoing “Microslop”/Copilot Discord controversy and criticism that MSFT is underperforming YTD weigh on sentiment and could pressure multiples if developer trust or user adoption is impacted. ‘It’s Performing Worse,’ Says Investor About Microsoft Stock

Microsoft Trading Up 1.3%

Shares of MSFT stock opened at $403.93 on Wednesday. The stock has a market capitalization of $3.00 trillion, a price-to-earnings ratio of 25.26, a PEG ratio of 1.56 and a beta of 1.10. The company’s fifty day simple moving average is $440.17 and its two-hundred day simple moving average is $481.55. Microsoft Corporation has a 1 year low of $344.79 and a 1 year high of $555.45. The company has a debt-to-equity ratio of 0.09, a current ratio of 1.39 and a quick ratio of 1.38.

Microsoft (NASDAQ:MSFT) last announced its quarterly earnings results on Wednesday, January 28th. The software giant reported $4.14 earnings per share for the quarter, beating the consensus estimate of $3.86 by $0.28. Microsoft had a return on equity of 32.34% and a net margin of 39.04%.The company had revenue of $81.27 billion during the quarter, compared to analysts’ expectations of $80.28 billion. During the same period in the previous year, the business earned $3.23 earnings per share. The firm’s quarterly revenue was up 16.7% compared to the same quarter last year. As a group, analysts anticipate that Microsoft Corporation will post 13.08 earnings per share for the current year.

Analyst Ratings Changes

A number of equities analysts recently weighed in on MSFT shares. UBS Group reissued an “outperform” rating on shares of Microsoft in a report on Thursday, January 29th. Weiss Ratings reiterated a “buy (b)” rating on shares of Microsoft in a research note on Thursday, January 22nd. Daiwa Securities Group decreased their price target on shares of Microsoft from $630.00 to $600.00 and set a “buy” rating for the company in a research note on Wednesday, February 4th. Stifel Nicolaus reaffirmed a “hold” rating and issued a $392.00 price target (down from $540.00) on shares of Microsoft in a report on Thursday, February 5th. Finally, DA Davidson reissued a “buy” rating and set a $650.00 price objective on shares of Microsoft in a report on Thursday, January 29th. Two investment 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. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $591.95.

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).