Microsoft Corporation $MSFT is LMG Wealth Partners LLC’s 7th Largest Position

LMG Wealth Partners LLC lifted its position in Microsoft Corporation (NASDAQ:MSFT) by 8.2% in the 1st quarter, HoldingsChannel.com reports. The firm owned 35,954 shares of the software giant’s stock after acquiring an additional 2,736 shares during the quarter. Microsoft comprises about 2.4% of LMG Wealth Partners LLC’s portfolio, making the stock its 7th biggest holding. LMG Wealth Partners LLC’s holdings in Microsoft were worth $13,309,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds have also recently added to or reduced their stakes in the company. Longfellow Investment Management Co. LLC grew its position in shares of Microsoft by 51.3% during the 2nd quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant’s stock valued at $29,000 after acquiring an additional 20 shares during the period. Bernzott Capital Advisors acquired a new position in Microsoft in the 4th quarter worth about $34,000. Timmons Wealth Management LLC acquired a new position in Microsoft in the 4th quarter worth about $36,000. Fairway Wealth LLC boosted its position in Microsoft by 287.0% during the fourth quarter. Fairway Wealth LLC now owns 89 shares of the software giant’s stock worth $43,000 after purchasing an additional 66 shares in the last quarter. Finally, University of Illinois Foundation purchased a new position in Microsoft during the second quarter worth approximately $50,000. 71.13% of the stock is owned by hedge funds and other institutional investors.

Microsoft Trading Up 5.7%

MSFT opened at $372.97 on Friday. The company has a debt-to-equity ratio of 0.08, a current ratio of 1.28 and a quick ratio of 1.27. The company’s 50 day simple moving average is $410.37 and its two-hundred day simple moving average is $421.47. Microsoft Corporation has a 1-year low of $349.20 and a 1-year high of $555.45. The firm has a market capitalization of $2.77 trillion, a price-to-earnings ratio of 22.20, a price-to-earnings-growth ratio of 1.34 and a beta of 1.11.

Microsoft (NASDAQ:MSFT) last posted its quarterly earnings results on Wednesday, April 29th. The software giant reported $4.27 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.06 by $0.21. Microsoft had a return on equity of 31.94% and a net margin of 39.34%.The business 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 earnings per share. The business’s revenue was up 18.3% compared to the same quarter last year. Analysts expect 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 issued a $0.91 dividend. This represents a $3.64 annualized dividend and a yield of 1.0%. The ex-dividend date is Thursday, August 20th. Microsoft’s dividend payout ratio is presently 21.67%.

Wall Street Analyst Weigh In

MSFT has been the subject of a number of recent analyst reports. Bank of America assumed coverage on Microsoft in a research report on Tuesday, March 24th. They issued a “buy” rating and a $500.00 price objective for the company. Piper Sandler reissued an “overweight” rating on shares of Microsoft in a research note on Tuesday, May 26th. Phillip Securities raised shares of Microsoft to a “buy” rating and set a $485.00 price target for the company in a report on Wednesday, May 13th. Stifel Nicolaus reduced their price objective on shares of Microsoft from $415.00 to $400.00 and set a “hold” rating for the company in a research report on Thursday. Finally, HSBC decreased their price objective on shares of Microsoft from $593.00 to $571.00 in a report on Thursday, April 30th. Forty-one equities research analysts have rated the stock with a Buy rating and six have given a Hold rating to the company’s stock. According to data from MarketBeat, Microsoft has a consensus rating of “Moderate Buy” and an average target price of $560.86.

Trending Headlines about Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft shares bounced as the broader memory and semiconductor market stabilized, helping relieve some of the pressure tied to AI infrastructure and component-cost fears.
• Positive Sentiment: Wedbush and other bullish commentators said the recent tech selloff may be a buying opportunity, arguing Microsoft remains a core AI leader despite near-term volatility. Dan Ives Says Microsoft And Meta Are Being Treated Like ‘Bear Market’ Stocks
• Positive Sentiment: Microsoft was mentioned in new partnerships and product integrations, including Commvault, PitchBook, FPT, and ICON plc, reinforcing demand for Microsoft’s cloud and AI ecosystem. Microsoft Just Made Commvault a Native Azure Service. Here Is How to Play CVLT Stock.
• Neutral Sentiment: Microsoft also drew attention from investors after Michael Burry disclosed a long position, which some traders viewed as a contrarian buy signal.
• Neutral Sentiment: Multiple articles noted analysts still like the stock long term, but Wall Street remains focused on whether AI spending is destroying near-term margins and free cash flow. Wall Street Analysts Think Microsoft (MSFT) Is a Good Investment: Is It?
• Negative Sentiment: Stifel cut its Microsoft price target and warned that FY27 gross margin estimates may be too high because Azure growth is coming with heavier capex and margin pressure. Microsoft’s Stock Is Crippled
• Negative Sentiment: Microsoft announced another worldwide Xbox price increase, citing soaring memory and storage costs, which adds to concerns that hardware inflation is squeezing the gaming business.
• Negative Sentiment: New legal and regulatory pressure also weighed on the stock, including an Italy antitrust probe into Microsoft 365 pricing and new shareholder class-action notices over alleged investor misinformation.

Insiders Place Their Bets

In other Microsoft news, EVP Takeshi Numoto sold 4,500 shares of the firm’s 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 completion of the sale, 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. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, 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 value of $519,111.08. Following the transaction, the executive vice president owned 46,003 shares in the company, valued at approximately $18,922,874.02. This represents a 2.67% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 23,762 shares of company stock valued at $10,508,361 in the last three months. 0.03% of the stock is currently owned by insiders.

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).