Microsoft Corporation $MSFT Shares Bought by Sax Wealth Advisors LLC

Sax Wealth Advisors LLC grew its holdings in shares of Microsoft Corporation (NASDAQ:MSFT) by 10.5% in the fourth quarter, Holdings Channel reports. The institutional investor owned 38,037 shares of the software giant’s stock after purchasing an additional 3,618 shares during the period. Microsoft makes up 0.9% of Sax Wealth Advisors LLC’s holdings, making the stock its 25th biggest holding. Sax Wealth Advisors LLC’s holdings in Microsoft were worth $18,395,000 at the end of the most recent reporting period.

A number of other hedge funds have also made changes to their positions in the business. WFA Asset Management Corp increased its stake in Microsoft by 27.0% in the first quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant’s stock valued at $427,000 after purchasing an additional 216 shares during the last quarter. Ironwood Wealth Management LLC. lifted its position in shares of Microsoft by 0.3% during the 2nd quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant’s stock worth $5,658,000 after buying an additional 38 shares during the last quarter. Discipline Wealth Solutions LLC boosted its holdings in shares of Microsoft by 410.4% in the 3rd quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant’s stock valued at $1,144,000 after buying an additional 2,138 shares in the last quarter. Wealth Group Ltd. grew its position in shares of Microsoft by 1.2% in the 4th quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant’s stock valued at $1,000,000 after buying an additional 28 shares during the last quarter. Finally, Eagle Capital Management LLC raised its stake in Microsoft by 0.4% during the 4th quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant’s stock worth $9,735,000 after acquiring an additional 96 shares in the last quarter. Hedge funds and other institutional investors own 71.13% of the company’s stock.

Microsoft Price Performance

Shares of NASDAQ:MSFT opened at $369.37 on Thursday. The company has a 50-day simple moving average of $404.16 and a 200-day simple moving average of $464.55. Microsoft Corporation has a one year low of $344.79 and a one year high of $555.45. 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 stock has a market capitalization of $2.74 trillion, a price-to-earnings ratio of 23.10, a PEG ratio of 1.40 and a beta of 1.11.

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

Microsoft Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Thursday, June 11th. Stockholders of record on Thursday, May 21st will be paid a dividend of $0.91 per share. This represents a $3.64 annualized dividend and a dividend yield of 1.0%. The ex-dividend date is Thursday, May 21st. Microsoft’s dividend payout ratio is 22.76%.

Analysts Set New Price Targets

A number of equities research analysts recently weighed in on the stock. UBS Group reduced their price target on shares of Microsoft from $600.00 to $510.00 and set a “buy” rating for the company in a research report on Wednesday, March 25th. Weiss Ratings cut Microsoft from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Tuesday, March 24th. KeyCorp reduced their target price on Microsoft from $630.00 to $600.00 and set an “overweight” rating for the company in a report on Thursday, January 29th. DA Davidson reissued a “buy” rating and issued a $650.00 target price on shares of Microsoft in a research report on Thursday, January 29th. Finally, Sanford C. Bernstein restated an “outperform” rating and set a $641.00 price target (down from $645.00) on shares of Microsoft in a research note on Thursday, January 29th. Two investment analysts have rated the stock with a Strong Buy rating, thirty-eight have issued a Buy rating and five have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $588.97.

Insider Activity at Microsoft

In other news, Director John W. Stanton acquired 5,000 shares of the company’s stock in a transaction on 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 purchase, the director owned 83,905 shares of the company’s stock, valued at $33,339,651.75. This represents a 6.34% increase in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Kathleen T. Hogan sold 12,321 shares of the company’s stock in a transaction on Friday, March 6th. The stock was sold at an average price of $409.52, for a total transaction of $5,045,695.92. Following the transaction, the executive vice president owned 137,933 shares of the company’s stock, valued at approximately $56,486,322.16. The trade was a 8.20% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 0.03% of the stock is owned by corporate insiders.

Trending Headlines about Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Large Asia infrastructure commitments: Microsoft said it will invest about $5.5B in Singapore and $1B in Thailand to build cloud and AI data‑center capacity, strengthening long‑term revenue visibility for Azure and enterprise AI services. WSJ: Microsoft Plans to Invest $5.5 Billion in Singapore
• Positive Sentiment: Energy supply de‑risking for AI buildout: Microsoft entered an exclusivity deal with Chevron and Engine No. 1 to explore a ~2.5GW (potentially 5GW) gas‑powered complex in West Texas to power large data centers — a strategic move to secure power and reduce one key constraint on AI scaling. Reuters: Microsoft, Chevron and Engine No. 1 sign exclusive deal
• Positive Sentiment: Analyst backing and higher targets: Multiple firms initiated or raised coverage (Benchmark buy initiation, New Street target hike and other bullish notes), keeping a majority of analysts constructive and implying significant upside from current levels. This institutional support can cushion near‑term downside. Yahoo Finance: What Do Analysts Say About Microsoft?
• Neutral Sentiment: Governance and safety moves: Microsoft unveiled new AI tools (a “Critique and Council” approach) aimed at improving model oversight and trust — helpful for long‑term adoption but unlikely to move near‑term revenue. Yahoo: Microsoft Just Unveiled New AI Tools
• Neutral Sentiment: Org restructure for AI: Microsoft reshuffled its AI org to consolidate go‑to‑market and product execution — a long‑term constructive step but with execution risk during the transition. Fool: Microsoft Reshuffled Its Entire AI Organization
• Negative Sentiment: Weak quarterly reaction and ROI concerns: Investors punished the stock after Q1, calling out elevated capex for AI, slower Copilot adoption and uncertainty over the return on massive infrastructure spending — the core reason for the recent pullback. CNBC: Microsoft closes worst quarter since 2008
• Negative Sentiment: Regulatory/competition risk: The U.K. Competition and Markets Authority has launched a probe into Microsoft’s business‑software ecosystem and cloud licensing, adding litigation and regulatory overhang. Reuters: UK to launch antitrust probe into Microsoft
• Negative Sentiment: Technical and sentiment pressures: The stock recently breached its 200‑week moving average and suffered heavy dip selling; social‑media and technical chatter is amplifying downside risk in the short term. Insider sales are also noted in public filings. QuiverQuant: Opinions on Breaching 200‑Week Moving Average

Microsoft Company 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).