MOR Wealth Management LLC Buys Shares of 5,283 Microsoft Corporation $MSFT

MOR Wealth Management LLC bought a new stake in Microsoft Corporation (NASDAQ:MSFT) during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor bought 5,283 shares of the software giant’s stock, valued at approximately $2,555,000. Microsoft makes up about 1.2% of MOR Wealth Management LLC’s investment portfolio, making the stock its 20th largest position.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Norges Bank purchased a new position in shares of Microsoft during the 2nd quarter worth about $50,493,678,000. Nuveen LLC purchased a new position in shares of Microsoft during the 1st quarter worth about $18,733,827,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its holdings in shares of Microsoft by 500.0% during the 3rd quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 59,543,261 shares of the software giant’s stock worth $30,840,432,000 after acquiring an additional 49,618,571 shares during the period. Laurel Wealth Advisors LLC lifted its holdings in shares of Microsoft by 49,640.3% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 29,967,038 shares of the software giant’s stock worth $14,905,904,000 after acquiring an additional 29,906,791 shares during the period. Finally, Northern Trust Corp lifted its holdings in shares of Microsoft by 16.1% during the 4th quarter. Northern Trust Corp now owns 83,787,746 shares of the software giant’s stock worth $35,316,535,000 after acquiring an additional 11,600,470 shares during the period. 71.13% of the stock is currently owned by hedge funds and other institutional investors.

Microsoft Trading Up 0.5%

NASDAQ MSFT opened at $374.33 on Thursday. Microsoft Corporation has a one year low of $353.10 and a one year high of $555.45. The company’s 50 day moving average price is $394.50 and its 200 day moving average price is $459.69. The company has a debt-to-equity ratio of 0.09, a quick ratio of 1.38 and a current ratio of 1.39. The firm has a market capitalization of $2.78 trillion, a price-to-earnings ratio of 23.41, a PEG ratio of 1.42 and a beta of 1.11.

Microsoft (NASDAQ:MSFT) last posted its quarterly earnings results on Wednesday, January 28th. The software giant reported $4.14 EPS for the quarter, beating the consensus estimate 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 last year, the firm posted $3.23 earnings per share. Microsoft’s revenue for the quarter was up 16.7% compared to the same quarter last year. On average, sell-side analysts predict that Microsoft Corporation will post 13.08 EPS for the current year.

Microsoft Announces Dividend

The firm also recently declared 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 is Thursday, May 21st. This represents a $3.64 annualized dividend and a yield of 1.0%. Microsoft’s dividend payout ratio (DPR) is presently 22.76%.

Insider Activity at Microsoft

In other Microsoft news, EVP Kathleen T. Hogan sold 12,321 shares of the stock in a transaction that occurred on Friday, March 6th. The shares were sold at an average price of $409.52, for a total value of $5,045,695.92. Following the completion of the sale, the executive vice president owned 137,933 shares of the company’s stock, valued at $56,486,322.16. This trade represents 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 through the SEC website. Also, Director John W. Stanton acquired 5,000 shares of the stock in a transaction on Wednesday, February 18th. The stock was purchased 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 $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. 0.03% of the stock is owned by company insiders.

Microsoft News Summary

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Wall Street analyst support and bullish research are drawing buyers — major firms (including Goldman and other brokers) are highlighting MSFT as a rebound candidate and publishing price targets well above current levels, which helps underpin today’s rally. Goldman sees rebound for Microsoft
• Positive Sentiment: Product and partnership catalysts: Microsoft’s Agent 365 platform is moving to GA with launch partners (supporting enterprise governance for AI agents), and the company is expanding commercial AI tie-ups — tangible signs of enterprise monetization for Copilot/agent products. Reply selected as Microsoft Agent 365 launch partner
• Positive Sentiment: Consumer/PR boost from gaming: fresh details on Forza Horizon 6 and other Xbox updates have driven short‑term positive momentum for MSFT shares tied to Xbox/Xbox Game Pass engagement. Forza Horizon 6 details lift MSFT stock
• Neutral Sentiment: Earnings schedule set — Microsoft will report FY2026 Q3 after the close on April 29; the date focuses attention on Azure growth, backlog metrics and free‑cash‑flow cadence at month‑end. Quarterly earnings release date announced
• Neutral Sentiment: Partner/partner‑ecosystem wins (Azure specializations, platform connectors) keep enterprise pipeline healthy but are incremental to revenue near term. Centrilogic earns Azure specialization
• Negative Sentiment: Executive turnover: another senior departure and the planned retirement of longtime exec Julia Liuson raise governance and continuity questions for developer tools and platform strategy; exits can sap sentiment until leadership transitions settle. Julia Liuson to retire Another senior departure at Microsoft
• Negative Sentiment: AI capex and Copilot adoption concerns continue to weigh: investors remain worried about rising infrastructure spend, slower-than-expected Copilot monetization and whether those costs will compress near‑term margins. That narrative has driven much of the stock’s recent re‑rating. Why MSFT stock has been shredded
• Negative Sentiment: Security and legal noise: reports of a developer account lock affecting VeraCrypt updates and an amended lawsuit filing referencing Microsoft add episodic risk that can amplify short‑term volatility. VeraCrypt account termination / Windows update disruption reports

Wall Street Analysts Forecast Growth

Several research analysts have recently weighed in on MSFT shares. Melius Research set a $430.00 price objective on shares of Microsoft in a report on Monday, February 9th. DA Davidson reiterated a “buy” rating and set a $650.00 price objective on shares of Microsoft in a report on Thursday, January 29th. Phillip Securities upgraded shares of Microsoft from a “moderate buy” rating to a “strong-buy” rating in a report on Sunday, February 1st. TD Cowen reiterated a “buy” rating on shares of Microsoft in a report on Thursday, January 29th. Finally, New Street Research increased their price objective on shares of Microsoft from $670.00 to $675.00 and gave the stock a “buy” rating in a report on Tuesday, March 31st. Two investment analysts have rated the stock with a Strong Buy rating, thirty-eight have assigned a Buy rating and five have given a Hold rating to the company. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $588.97.

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).