Capital Financial Group Inc. Co. ADV Invests $656,000 in Microsoft Corporation $MSFT

Capital Financial Group Inc. Co. ADV bought a new position in shares of Microsoft Corporation (NASDAQ:MSFT) during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm bought 1,356 shares of the software giant’s stock, valued at approximately $656,000.

A number of other hedge funds have also modified their holdings of the business. Innovative Wealth Building LLC grew its position in shares of Microsoft by 3.8% during the fourth quarter. Innovative Wealth Building LLC now owns 2,870 shares of the software giant’s stock worth $1,388,000 after acquiring an additional 106 shares during the last quarter. Stark Wealth Management LLC purchased a new position in shares of Microsoft during the fourth quarter worth approximately $337,000. LFG Wealth Partners LLC purchased a new position in shares of Microsoft during the fourth quarter worth approximately $9,527,000. Oarsman Capital Inc. grew its position in shares of Microsoft by 5.2% during the fourth quarter. Oarsman Capital Inc. now owns 29,953 shares of the software giant’s stock worth $14,486,000 after acquiring an additional 1,480 shares during the last quarter. Finally, OMERS ADMINISTRATION Corp grew its position in shares of Microsoft by 1.1% during the fourth quarter. OMERS ADMINISTRATION Corp now owns 1,603,044 shares of the software giant’s stock worth $775,264,000 after acquiring an additional 17,213 shares during the last quarter. 71.13% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

A number of brokerages have recently issued reports on MSFT. TD Cowen restated a “buy” rating and set a $540.00 target price on shares of Microsoft in a research report on Thursday, June 4th. Rothschild & Co Redburn lowered their target price on shares of Microsoft from $450.00 to $400.00 and set a “neutral” rating on the stock in a research report on Thursday, April 23rd. China Renaissance lowered their price objective on shares of Microsoft from $630.00 to $550.00 and set a “buy” rating on the stock in a research report on Monday, May 4th. The Goldman Sachs Group reiterated a “buy” rating on shares of Microsoft in a research report on Thursday, April 30th. Finally, New Street Research lowered their price objective on shares of Microsoft from $675.00 to $600.00 and set a “buy” rating on the stock in a research report on Thursday, April 30th. Forty-one research analysts have rated the stock with a Buy rating and six have issued a Hold rating to the stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $561.20.

Microsoft Price Performance

Shares of NASDAQ MSFT opened at $393.83 on Wednesday. The firm has a market capitalization of $2.93 trillion, a P/E ratio of 23.44, a PEG ratio of 1.44 and a beta of 1.11. Microsoft Corporation has a one year low of $356.28 and a one year high of $555.45. The company’s fifty day moving average is $412.01 and its two-hundred day moving average is $427.45. The company has a debt-to-equity ratio of 0.08, a quick ratio of 1.27 and a current ratio of 1.28.

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

Microsoft Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Thursday, August 20th will be given a dividend of $0.91 per share. This represents a $3.64 annualized dividend and a dividend yield of 0.9%. The ex-dividend date is Thursday, August 20th. Microsoft’s payout ratio is presently 21.67%.

Insiders Place Their Bets

In other news, EVP Amy Coleman sold 1,262 shares of Microsoft stock in a transaction on Thursday, May 14th. The stock was sold at an average price of $411.34, for a total transaction of $519,111.08. Following the completion of the transaction, the executive vice president owned 46,003 shares of the company’s stock, valued at $18,922,874.02. The trade was a 2.67% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. Also, EVP Takeshi Numoto sold 4,500 shares of Microsoft stock in a transaction on Wednesday, June 10th. The stock was sold at an average price of $402.84, for a total value of $1,812,780.00. Following the transaction, the executive vice president directly owned 47,468 shares of the company’s stock, valued at $19,122,009.12. This trade represents a 8.66% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 23,762 shares of company stock worth $10,508,361. Corporate insiders own 0.03% of the company’s stock.

Microsoft News Summary

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft launched a new AI agent with pay-as-you-go pricing, a shift that could improve monetization and help the company capture more revenue as customers adopt usage-based AI tools.
• Positive Sentiment: Reports say Microsoft is exploring lower-cost AI model options for Copilot, which could reduce infrastructure costs and improve profitability if implemented successfully.
• Positive Sentiment: Microsoft’s product and AI roadmap continues to attract long-term bulls, with analysts and investors still pointing to the company’s strong enterprise position and AI-driven growth potential.
• Neutral Sentiment: Microsoft was reported to have held talks for a $3 billion Oracle cloud infrastructure lease, but the deal reportedly collapsed over security and compliance issues, limiting any near-term impact on operations.
• Neutral Sentiment: Coverage around a possible Xbox restructuring or spin-off highlights strategic uncertainty in gaming, though it could eventually improve Microsoft’s overall margin profile if the division is separated or reshaped.
• Negative Sentiment: Shareholders filed a class action and securities-fraud investigations were announced over alleged misstatements tied to Azure growth and AI spending, creating legal and reputational overhang for Microsoft Corporation (NASDAQ: MSFT).
• Negative Sentiment: Reports that Microsoft may shut down or restructure Xbox studios add to concerns that the gaming segment is a drag on profitability and could require more restructuring costs.
• Negative Sentiment: Recent commentary also points to heavy AI capital expenditures and softer Azure growth, reinforcing investor worries that Microsoft’s spending is rising faster than its cloud revenue growth.

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).