National Wealth Management Group LLC Has $5.72 Million Stock Holdings in Microsoft Corporation $MSFT

National Wealth Management Group LLC lifted its stake in shares of Microsoft Corporation (NASDAQ:MSFT) by 114.6% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 11,050 shares of the software giant’s stock after purchasing an additional 5,902 shares during the period. Microsoft comprises about 2.2% of National Wealth Management Group LLC’s investment portfolio, making the stock its 8th biggest holding. National Wealth Management Group LLC’s holdings in Microsoft were worth $5,723,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently bought and sold shares of MSFT. IRON Financial LLC boosted its stake in Microsoft by 23.2% in the third quarter. IRON Financial LLC now owns 6,510 shares of the software giant’s stock valued at $3,372,000 after acquiring an additional 1,225 shares during the period. Wellington Capital Management Inc. bought a new stake in shares of Microsoft in the 2nd quarter worth approximately $9,941,000. Sound View Wealth Advisors Group LLC boosted its position in Microsoft by 2.6% during the 2nd quarter. Sound View Wealth Advisors Group LLC now owns 94,120 shares of the software giant’s stock valued at $46,816,000 after purchasing an additional 2,373 shares during the period. Weaver Capital Management LLC grew its stake in Microsoft by 14.0% during the 3rd quarter. Weaver Capital Management LLC now owns 18,340 shares of the software giant’s stock worth $9,499,000 after buying an additional 2,247 shares during the last quarter. Finally, Gradient Investments LLC increased its position in Microsoft by 4.3% in the third quarter. Gradient Investments LLC now owns 285,163 shares of the software giant’s stock worth $147,700,000 after buying an additional 11,770 shares during the period. 71.13% of the stock is owned by institutional investors.

Microsoft Stock Performance

MSFT opened at $397.23 on Friday. The business has a 50 day moving average price of $452.13 and a two-hundred day moving average price of $488.05. The company has a debt-to-equity ratio of 0.09, a current ratio of 1.39 and a quick ratio of 1.38. The company has a market capitalization of $2.95 trillion, a price-to-earnings ratio of 24.84, a price-to-earnings-growth ratio of 1.55 and a beta of 1.08. Microsoft Corporation has a 1-year low of $344.79 and a 1-year high of $555.45.

Microsoft (NASDAQ:MSFT) last posted its quarterly earnings data on Wednesday, January 28th. The software giant reported $4.14 EPS for the quarter, topping analysts’ consensus estimates of $3.86 by $0.28. Microsoft had a return on equity of 32.34% and a net margin of 39.04%.The company had revenue of $81.27 billion for the quarter, compared to the consensus estimate of $80.28 billion. During the same quarter in the previous year, the business earned $3.23 EPS. The company’s quarterly revenue was up 16.7% compared to the same quarter last year. Research analysts predict that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

Microsoft Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, March 12th. Stockholders of record on Thursday, February 19th will be given a dividend of $0.91 per share. The ex-dividend date is Thursday, February 19th. This represents a $3.64 annualized dividend and a dividend yield of 0.9%. Microsoft’s dividend payout ratio (DPR) is 22.76%.

Insider Transactions at Microsoft

In other Microsoft news, Director John W. Stanton purchased 5,000 shares of the firm’s stock in a transaction on Wednesday, February 18th. The shares were purchased at an average price of $397.35 per share, for a total transaction of $1,986,750.00. Following the completion of the transaction, the director owned 83,905 shares in the company, 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 available through the SEC website. Also, EVP Takeshi Numoto sold 2,850 shares of the stock in a transaction on Thursday, December 4th. The shares were sold at an average price of $478.72, for a total value of $1,364,352.00. Following the sale, the executive vice president owned 55,782 shares of the company’s stock, valued at $26,703,959.04. This trade represents a 4.86% 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.

Analyst Upgrades and Downgrades

Several research firms have recently commented on MSFT. Phillip Securities upgraded shares of Microsoft from a “moderate buy” rating to a “strong-buy” rating in a research report on Sunday, February 1st. Deutsche Bank Aktiengesellschaft decreased their target price on shares of Microsoft from $630.00 to $575.00 and set a “buy” rating for the company in a research report on Thursday, January 29th. Robert W. Baird set a $540.00 price target on Microsoft and gave the company an “outperform” rating in a report on Thursday, January 29th. Morgan Stanley reissued an “overweight” rating on shares of Microsoft in a report on Thursday, January 29th. Finally, Royal Bank Of Canada restated an “outperform” rating and issued a $640.00 target price on shares of Microsoft in a research report on Thursday, January 29th. Two analysts have rated the stock with a Strong Buy rating, thirty-nine have assigned a Buy rating and four have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $591.95.

Key Stories Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Citi reiterated a Buy on Microsoft, highlighting continued Copilot adoption and strong Azure growth as reasons the company can outpace the recent sell-off. Microsoft in focus as Citi reiterates buy
• Positive Sentiment: Insider buying: director John W. Stanton purchased 5,000 shares (~$2M), a behavioral vote of confidence that can help stabilize sentiment among retail/institutional investors. Microsoft Director John Stanton Buys 5,000 Shares
• Positive Sentiment: Microsoft’s extended OpenAI revenue arrangement (locking a meaningful share of OpenAI output through 2032) is a multi-year revenue and strategic moat tailwind for AI monetization. As Microsoft extends 20% OpenAI deal
• Neutral Sentiment: Microsoft announced a large long-term commitment to expand AI access in the Global South (reported ~$50B), a growth opportunity that also implies heavy multi-year capex and execution risk. Microsoft to invest $50B in Global South AI push
• Neutral Sentiment: Partnerships and marketplace traction (e.g., CrowdStrike on Microsoft Marketplace) reinforce enterprise ecosystem stickiness but have limited immediate revenue impact. Falcon on Microsoft Marketplace
• Negative Sentiment: Leadership change in gaming: Phil Spencer’s immediate retirement and replacement by Asha Sharma introduces near-term uncertainty for Xbox strategy and investor confidence in the gaming unit. Microsoft gaming chief Phil Spencer retires
• Negative Sentiment: Stifel downgraded MSFT (Buy→Hold) and cut its price target, citing Azure supply constraints as a near-term growth headwind — a concrete analyst call that can pressure flows and justify further volatility. Stifel flags Azure supply constraints
• Negative Sentiment: Fresh AI quality/security reports (Copilot/Office bug and “AI recommendation poisoning” threats) raise short-term adoption and reputational risk that could delay enterprise deployments and weigh on sentiment. AI recommendation poisoning concerns

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).