Westfuller Advisors LLC Buys 2,965 Shares of Microsoft Corporation $MSFT

Westfuller Advisors LLC raised its stake in shares of Microsoft Corporation (NASDAQ:MSFT) by 75.4% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 6,896 shares of the software giant’s stock after purchasing an additional 2,965 shares during the period. Microsoft accounts for about 1.6% of Westfuller Advisors LLC’s portfolio, making the stock its 14th biggest position. Westfuller Advisors LLC’s holdings in Microsoft were worth $3,572,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds have also recently modified their holdings of the company. Longfellow Investment Management Co. LLC increased its holdings 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 buying an additional 20 shares during the period. Bayforest Capital Ltd bought a new position in shares of Microsoft in the 3rd quarter worth $38,000. Sellwood Investment Partners LLC purchased a new stake in shares of Microsoft during the 3rd quarter worth $49,000. University of Illinois Foundation bought a new stake in Microsoft during the second quarter valued at about $50,000. Finally, LSV Asset Management purchased a new position in Microsoft in the fourth quarter valued at about $44,000. Hedge funds and other institutional investors own 71.13% of the company’s stock.

Microsoft Stock Performance

MSFT opened at $396.86 on Wednesday. The company has a current ratio of 1.39, a quick ratio of 1.38 and a debt-to-equity ratio of 0.09. Microsoft Corporation has a 12-month low of $344.79 and a 12-month high of $555.45. The firm has a 50 day moving average of $457.04 and a two-hundred day moving average of $490.56. The firm has a market capitalization of $2.95 trillion, a PE ratio of 24.82, a P/E/G ratio of 1.57 and a beta of 1.08.

Microsoft (NASDAQ:MSFT) last released its quarterly earnings data on Wednesday, January 28th. The software giant reported $4.14 earnings per share 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 net margin of 39.04% and a return on equity of 32.34%. The business’s quarterly revenue was up 16.7% compared to the same quarter last year. During the same quarter in the prior year, the business earned $3.23 earnings per share. On average, analysts anticipate that Microsoft Corporation will post 13.08 EPS for the current year.

Microsoft Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, March 12th. Stockholders of record on Thursday, February 19th will be issued 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 of this dividend is Thursday, February 19th. Microsoft’s payout ratio is 22.76%.

Wall Street Analysts Forecast Growth

Several analysts have commented on MSFT shares. DA Davidson reissued a “buy” rating and set a $650.00 price target on shares of Microsoft in a research report on Thursday, January 29th. DZ Bank reaffirmed a “buy” rating on shares of Microsoft in a research report on Thursday, January 29th. Cantor Fitzgerald reissued an “overweight” rating and issued a $590.00 price objective on shares of Microsoft in a research report on Thursday, January 29th. Wedbush dropped their target price on Microsoft from $625.00 to $575.00 and set an “outperform” rating on the stock in a research note on Thursday, January 29th. Finally, Mizuho decreased their price target on Microsoft from $640.00 to $620.00 and set an “outperform” rating for the company in a research note on Wednesday, January 21st. Two investment analysts have rated the stock with a Strong Buy rating, thirty-nine have given a Buy rating and four have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $591.95.

Insider Transactions at Microsoft

In other news, EVP Takeshi Numoto sold 2,850 shares of the business’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 value of $1,364,352.00. Following the completion of 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 ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, CEO Judson Althoff sold 12,750 shares of the stock in a transaction that occurred on Tuesday, December 2nd. The shares were sold at an average price of $491.52, for a total value of $6,266,880.00. Following the transaction, the chief executive officer owned 129,349 shares in the company, valued at $63,577,620.48. This trade represents a 8.97% decrease in their position. The disclosure for this sale is available in the SEC filing. Corporate insiders own 0.03% of the company’s stock.

Key Stories Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: SeekingAlpha notes a potential Azure reacceleration that could surprise Wall Street — if Azure growth reaccelerates, revenue and margin outlooks would improve and relieve some valuation pressure. Microsoft’s Azure Reacceleration Could Shock Wall Street
• Positive Sentiment: Coverage arguing Microsoft’s cloud + AI model provides stability — its subscription and enterprise backlog can sustain cash flow while MSFT invests in AI products like Copilot. Microsoft: Cloud And AI-Driven Stability
• Positive Sentiment: Market activity in AI infrastructure suggests durable demand: BlackRock’s big position in Nebius (an AI infra vendor used by MSFT) signals institutional conviction in AI data‑center buildouts that benefit Microsoft’s cloud services. Whale Watching: BlackRock’s Massive Bet on Nebius Group (MSFT)
• Positive Sentiment: Large external capital plans (e.g., Adani’s $100B AI data‑center push with Google & Microsoft ties) point to multi‑year cloud/demand tailwinds for hyperscalers. India’s Adani Group To Invest $100 Billion In AI Data Centers Amid Strategic Partnership With Google, Microsoft
• Neutral Sentiment: Macro bullish view: an AI productivity “miracle” case could lift long‑cycle earnings for cloud/AI leaders, but timing and calibration are uncertain. Scott Bessent’s Case for a 2026 AI Productivity Miracle
• Neutral Sentiment: Analysis noting MSFT’s pullback sets up a potential bull run if AI investments convert into durable revenue — but also highlights recent deceleration drivers that pressured the stock. Why Microsoft Stock Is Bracing For A Bull Run
• Negative Sentiment: Surveys and experts warn Big Tech may be overinvesting in AI infrastructure — that narrative is driving sector multiple compression and investor caution. Investing Experts Sound Alarm on Big Tech’s Massive AI Spending
• Negative Sentiment: Analyst headlines and downgrades (e.g., TipRanks coverage calling a “lose‑lose” scenario and Melius Research moving MSFT to Hold) are pressuring sentiment and can trigger short‑term selling. ‘A Lose-Lose Situation,’ Says Analyst as Microsoft Stock (MSFT) Faces Downgrade Melius Research Downgrades Microsoft Corporation (MSFT) Stock to Hold
• Negative Sentiment: Product/security risk: coverage of “AI recommendation poisoning” highlights emerging AI safety/reputational threats that could dent enterprise adoption or add compliance costs. “AI Recommendation Poisoning”: Microsoft Stock (NASDAQ:MSFT) Sinks on New Threat

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).