19,147 Shares in Microsoft Corporation $MSFT Acquired by Fulcrum Wealth Advisors LLC

Fulcrum Wealth Advisors LLC acquired a new position in Microsoft Corporation (NASDAQ:MSFT) in the 4th quarter, Holdings Channel reports. The institutional investor acquired 19,147 shares of the software giant’s stock, valued at approximately $9,260,000. Microsoft accounts for about 7.6% of Fulcrum Wealth Advisors LLC’s portfolio, making the stock its 3rd largest holding.

Other institutional investors have also recently bought and sold shares of the company. Longfellow Investment Management Co. LLC raised its position 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 purchasing an additional 20 shares during the last quarter. Fairway Wealth LLC grew its holdings in Microsoft by 287.0% during the 4th quarter. Fairway Wealth LLC now owns 89 shares of the software giant’s stock worth $43,000 after acquiring an additional 66 shares during the period. Sellwood Investment Partners LLC acquired a new stake in Microsoft during the 3rd quarter worth $49,000. University of Illinois Foundation acquired a new stake in Microsoft during the 2nd quarter worth $50,000. Finally, Daytona Street Capital LLC acquired a new stake in Microsoft during the 4th quarter worth $50,000. Institutional investors own 71.13% of the company’s stock.

Key Headlines Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Nvidia unveiled its RTX Spark / N1X AI PC chip in partnership with Microsoft, and multiple reports say this validates Microsoft’s push into “agentic” Windows PCs and could open a new growth avenue in AI-enabled devices. Article Title
• Positive Sentiment: Microsoft’s Build 2026 conference begins June 2, and investors are positioning for product and AI announcements that could showcase new Copilot, cloud, and developer tools. Article Title
• Positive Sentiment: Wall Street commentary has turned more constructive, with one new call highlighting Microsoft’s upside potential as AI demand and enterprise adoption continue to support revenue growth. Article Title
• Neutral Sentiment: Several articles focused on Microsoft’s broader AI strategy, including new coding-model competition with Google and OpenAI and a redesigned Microsoft 365 Copilot interface, which signals continued investment but no immediate earnings impact. Article Title
• Neutral Sentiment: Recent commentary noted Microsoft is benefiting from a bullish technical setup, with shares moving above the 200-day moving average and sentiment improving after a weak start to the year. Article Title
• Negative Sentiment: One report raised concerns about internal employee sentiment and increased performance pressure at Microsoft, which is not an immediate stock driver but could point to execution strain if it persists. Article Title

Insider Transactions at Microsoft

In other news, EVP Kathleen T. Hogan sold 12,321 shares of the company’s stock in a transaction dated 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 sale, the executive vice president directly owned 137,933 shares of the company’s stock, valued at approximately $56,486,322.16. This represents a 8.20% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Amy Coleman sold 1,262 shares of the company’s stock in a transaction dated Thursday, May 14th. The shares were sold at an average price of $411.34, for a total transaction of $519,111.08. Following the completion of the sale, the executive vice president directly owned 46,003 shares in the company, valued at approximately $18,922,874.02. The trade was a 2.67% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 0.03% of the stock is currently owned by corporate insiders.

Analyst Upgrades and Downgrades

A number of analysts have commented on MSFT shares. Bank of America started coverage on shares of Microsoft in a report on Tuesday, March 24th. They set a “buy” rating and a $500.00 target price for the company. Evercore lowered their target price on shares of Microsoft from $580.00 to $510.00 and set an “outperform” rating for the company in a report on Thursday, April 30th. Wedbush reaffirmed an “outperform” rating and set a $575.00 target price on shares of Microsoft in a report on Wednesday, May 13th. Barclays reaffirmed a “buy” rating on shares of Microsoft in a report on Thursday, May 7th. Finally, Royal Bank Of Canada reaffirmed a “buy” rating on shares of Microsoft in a report on Friday, May 22nd. Forty investment analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $561.20.

Microsoft Price Performance

Shares of NASDAQ MSFT opened at $460.52 on Tuesday. The firm has a market cap of $3.42 trillion, a PE ratio of 27.41, a PEG ratio of 1.62 and a beta of 1.11. 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 Corporation has a 1-year low of $356.28 and a 1-year high of $555.45. The company has a fifty day moving average price of $403.52 and a 200 day moving average price of $433.78.

Microsoft (NASDAQ:MSFT) last announced its earnings results on Wednesday, April 29th. The software giant reported $4.27 earnings per share for the quarter, topping analysts’ consensus estimates of $4.06 by $0.21. Microsoft had a net margin of 39.34% and a return on equity of 31.94%. The firm had revenue of $82.89 billion during the quarter, compared to analyst estimates of $81.44 billion. During the same period in the prior year, the business earned $3.46 EPS. The company’s revenue for the quarter was up 18.3% compared to the same quarter last year. Research analysts predict that Microsoft Corporation will post 16.76 earnings per share for the current fiscal year.

Microsoft Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, June 11th. Stockholders of record on Thursday, May 21st will be issued a $0.91 dividend. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.8%. The ex-dividend date of this dividend is Thursday, May 21st. Microsoft’s dividend payout ratio is presently 21.67%.

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).