Microsoft Corporation $MSFT is KPP Advisory Services LLC’s 6th Largest Position

KPP Advisory Services LLC raised its position in shares of Microsoft Corporation (NASDAQ:MSFT) by 3.9% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 34,592 shares of the software giant’s stock after purchasing an additional 1,311 shares during the quarter. Microsoft accounts for 2.7% of KPP Advisory Services LLC’s portfolio, making the stock its 6th largest position. KPP Advisory Services LLC’s holdings in Microsoft were worth $17,917,000 at the end of the most recent reporting period.

Several other institutional investors have also recently modified their holdings of the company. WFA Asset Management Corp boosted its holdings in shares of Microsoft by 27.0% in the 1st quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant’s stock valued at $427,000 after acquiring an additional 216 shares during the last quarter. Ironwood Wealth Management LLC. raised its holdings in shares of Microsoft by 0.3% during the second quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant’s stock worth $5,658,000 after purchasing an additional 38 shares during the last quarter. Discipline Wealth Solutions LLC lifted its position in Microsoft by 410.4% during the third quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant’s stock valued at $1,144,000 after purchasing an additional 2,138 shares during the period. Wealth Group Ltd. boosted its holdings in Microsoft by 1.2% in the fourth quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant’s stock valued at $1,000,000 after purchasing an additional 28 shares during the last quarter. Finally, Eagle Capital Management LLC lifted its holdings in shares of Microsoft by 0.4% in the 4th quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant’s stock valued at $9,735,000 after buying an additional 96 shares during the period. 71.13% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

MSFT has been the subject of several recent research reports. Piper Sandler reiterated an “overweight” rating and set a $600.00 price target (down from $650.00) on shares of Microsoft in a research report on Thursday, January 29th. Wells Fargo & Company dropped their price objective on shares of Microsoft from $630.00 to $615.00 and set an “overweight” rating on the stock in a research note on Thursday, January 29th. Oppenheimer reaffirmed an “outperform” rating on shares of Microsoft in a report on Thursday, January 29th. Wall Street Zen downgraded shares of Microsoft from a “buy” rating to a “hold” rating in a report on Sunday, January 18th. Finally, Arete Research lifted their price objective on shares of Microsoft from $710.00 to $730.00 in a report on Monday, October 27th. Two research analysts have rated the stock with a Strong Buy rating, thirty-nine have issued a Buy rating and four have issued a Hold rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $591.95.

Insider Transactions at Microsoft

In related news, EVP Takeshi Numoto sold 2,850 shares of Microsoft stock in a transaction that occurred 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 completion of the sale, the executive vice president owned 55,782 shares in the company, valued at approximately $26,703,959.04. This trade represents a 4.86% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director John W. Stanton bought 5,000 shares of the business’s stock in a transaction on Wednesday, February 18th. The stock was purchased at an average cost of $397.35 per share, for a total transaction of $1,986,750.00. Following the transaction, the director owned 83,905 shares of the company’s stock, valued at $33,339,651.75. This trade represents a 6.34% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Company insiders own 0.03% of the company’s stock.

Microsoft Price Performance

MSFT stock opened at $397.23 on Monday. Microsoft Corporation has a 1 year low of $344.79 and a 1 year high of $555.45. The firm has a market capitalization of $2.95 trillion, a PE ratio of 24.84, a price-to-earnings-growth ratio of 1.55 and a beta of 1.08. The business has a 50 day simple moving average of $452.13 and a 200-day simple moving average of $487.79. The company has a debt-to-equity ratio of 0.09, a current ratio of 1.39 and a quick ratio of 1.38.

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

Microsoft Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, March 12th. Stockholders of record on Thursday, February 19th will be paid a $0.91 dividend. This represents a $3.64 dividend on an annualized basis 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%.

Microsoft News Roundup

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).