Earned Wealth Advisors LLC Acquires 1,850 Shares of Microsoft Corporation $MSFT

Earned Wealth Advisors LLC boosted its holdings in shares of Microsoft Corporation (NASDAQ:MSFT) by 8.1% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 24,641 shares of the software giant’s stock after buying an additional 1,850 shares during the quarter. Microsoft makes up approximately 2.1% of Earned Wealth Advisors LLC’s investment portfolio, making the stock its 11th biggest holding. Earned Wealth Advisors LLC’s holdings in Microsoft were worth $12,763,000 as of its most recent SEC filing.

A number of other hedge funds also recently bought and sold shares of MSFT. Longfellow Investment Management Co. LLC boosted its position in Microsoft by 51.3% during the second quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant’s stock valued at $29,000 after purchasing an additional 20 shares in the last quarter. Westend Capital Management LLC boosted its holdings in shares of Microsoft by 386.7% in the 2nd quarter. Westend Capital Management LLC now owns 73 shares of the software giant’s stock valued at $36,000 after buying an additional 58 shares in the last quarter. LSV Asset Management purchased a new position in shares of Microsoft in the 4th quarter worth approximately $44,000. University of Illinois Foundation bought a new position in shares of Microsoft during the 2nd quarter worth approximately $50,000. Finally, ROSS JOHNSON & Associates LLC lifted its position in Microsoft by 155.7% during the first quarter. ROSS JOHNSON & Associates LLC now owns 156 shares of the software giant’s stock valued at $59,000 after acquiring an additional 95 shares during the last quarter. Hedge funds and other institutional investors own 71.13% of the company’s stock.

Microsoft News Roundup

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Bristol Myers Squibb partners with Microsoft to deploy AI imaging tools to accelerate early lung‑cancer detection — strengthens MSFT’s healthcare AI revenue pipeline and commercial credibility. Bristol Myers partners with Microsoft for AI-driven lung cancer detection
• Positive Sentiment: OpenAI (Microsoft‑backed) reportedly hit ~$20B revenue in 2025 — a direct upside to Microsoft’s AI exposure through cloud compute, licensing and partnership arrangements. Microsoft‑Backed OpenAI Hits $20B Revenue Target in 2025
• Positive Sentiment: Microsoft is pushing to cut data‑center energy use and Nadella warns energy costs will decide the AI race — could reduce future operating/AI infra costs and support margins if successfully executed. Microsoft Wants to Lower Data Center Energy Use. Does That Help the Bull Case for MSFT Stock?
• Neutral Sentiment: TD Cowen trimmed its price target (from $655 to $625) but kept a Buy — signals continued long‑term conviction but acknowledges nearer‑term valuation/nearterm risk. TD Cowen adjusts price target on Microsoft to $625 from $655, maintains buy rating
• Neutral Sentiment: Microsoft Marketplace gains incremental ecosystem wins (Cobalt Teams integration)—small revenue/engagement boost but limited immediate stock impact. Cobalt Microsoft® Teams® Integration Now Available in the Microsoft Marketplace®
• Neutral Sentiment: Jan. 28 earnings is the next major catalyst — investors will focus on Azure growth, AI-related capex and guidance. Dear Microsoft Stock Fans, Mark Your Calendars for January 28
• Negative Sentiment: Reports that Azure cloud growth and forward guidance fell short of expectations have pressured the stock — investors are sensitive to any signs of decelerating cloud revenue or rising AI‑related costs. Microsoft (MSFT) Traded Lower as Its Reported Azure Cloud Growth and Forward Guidance Fell Short of Expectations
• Negative Sentiment: Microsoft researchers published a list of jobs most exposed to AI, and related headlines have contributed to short‑term investor and public sentiment concerns — this helped headlines driving intraday weakness. Microsoft researchers have revealed the 40 jobs most exposed to AI—and even teachers make the list
• Negative Sentiment: Broader market/geo‑political headlines and a tech sector selloff (Magnificent Seven weakness) amplified pressure on MSFT today — macro risk is dragging even well‑funded AI leaders. America’s Biggest Tech Stocks Lead Tuesday’s Selloff as Trump’s Greenland Rhetoric Rattles Markets

Wall Street Analyst Weigh In

A number of brokerages have recently issued reports on MSFT. Redburn Partners set a $560.00 price target on Microsoft in a research report on Wednesday, October 22nd. Baird R W raised Microsoft to a “strong-buy” rating in a research report on Friday, November 14th. Cowen set a $625.00 price target on Microsoft in a report on Tuesday. Mizuho lowered Microsoft from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, November 18th. Finally, Stifel Nicolaus set a $640.00 price objective on shares of Microsoft in a research report on Thursday, October 30th. Three investment analysts have rated the stock with a Strong Buy rating, thirty-six have given a Buy rating and four have assigned a Hold rating to the company. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $629.46.

Insider Activity

In other Microsoft news, CEO Judson Althoff sold 12,750 shares of the business’s stock in a transaction that occurred on Tuesday, December 2nd. The stock was sold at an average price of $491.52, for a total value of $6,266,880.00. Following the completion of the transaction, the chief executive officer directly owned 129,349 shares of the company’s stock, valued at approximately $63,577,620.48. The trade was a 8.97% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, EVP Takeshi Numoto sold 2,850 shares of the firm’s stock in a transaction that occurred on Thursday, December 4th. The stock was sold at an average price of $478.72, for a total transaction of $1,364,352.00. Following the sale, the executive vice president directly owned 55,782 shares in the company, valued at $26,703,959.04. The trade was a 4.86% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 54,100 shares of company stock valued at $27,598,872 in the last quarter. 0.03% of the stock is currently owned by company insiders.

Microsoft Price Performance

Shares of NASDAQ:MSFT opened at $454.52 on Wednesday. The company has a current ratio of 1.40, a quick ratio of 1.39 and a debt-to-equity ratio of 0.10. Microsoft Corporation has a twelve month low of $344.79 and a twelve month high of $555.45. The company’s 50 day moving average is $481.96 and its 200 day moving average is $502.15. The company has a market cap of $3.38 trillion, a PE ratio of 32.33, a price-to-earnings-growth ratio of 1.72 and a beta of 1.07.

Microsoft (NASDAQ:MSFT) last released its quarterly earnings data on Wednesday, October 29th. The software giant reported $4.13 EPS for the quarter, beating the consensus estimate of $3.65 by $0.48. Microsoft had a net margin of 35.71% and a return on equity of 32.45%. The business had revenue of $77.67 billion for the quarter, compared to the consensus estimate of $75.49 billion. During the same period in the prior year, the firm earned $3.30 EPS. The business’s revenue for the quarter was up 18.4% on a year-over-year basis. On average, sell-side analysts forecast that Microsoft Corporation will post 13.08 EPS for the current year.

Microsoft Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, March 12th. Shareholders of record on Thursday, February 19th will be paid a dividend of $0.91 per share. The ex-dividend date is Thursday, February 19th. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.8%. Microsoft’s dividend payout ratio (DPR) is presently 25.89%.

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).