Holos Integrated Wealth LLC Invests $774,000 in Microsoft Corporation $MSFT

Holos Integrated Wealth LLC acquired a new stake in shares of Microsoft Corporation (NASDAQ:MSFT) during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm acquired 1,637 shares of the software giant’s stock, valued at approximately $774,000.

A number of other hedge funds and other institutional investors have also bought and sold shares of MSFT. AlphaQuest LLC grew its holdings in shares of Microsoft by 5.9% during the second quarter. AlphaQuest LLC now owns 342 shares of the software giant’s stock worth $170,000 after purchasing an additional 19 shares during the last quarter. BLVD Private Wealth LLC boosted its position in Microsoft by 0.6% during the 3rd quarter. BLVD Private Wealth LLC now owns 3,169 shares of the software giant’s stock worth $1,641,000 after buying an additional 19 shares during the period. Foundation Wealth Management LLC PA boosted its position in Microsoft by 1.6% during the 2nd quarter. Foundation Wealth Management LLC PA now owns 1,276 shares of the software giant’s stock worth $635,000 after buying an additional 20 shares during the period. Magnolia Capital Management Ltd. grew its holdings in Microsoft by 0.3% during the 3rd quarter. Magnolia Capital Management Ltd. now owns 6,509 shares of the software giant’s stock worth $3,371,000 after acquiring an additional 20 shares during the last quarter. Finally, ARK & TLK Investments LLC increased its position in Microsoft by 1.0% in the 3rd quarter. ARK & TLK Investments LLC now owns 1,935 shares of the software giant’s stock valued at $1,002,000 after acquiring an additional 20 shares during the period. Institutional investors own 71.13% of the company’s stock.

Wall Street Analyst Weigh In

MSFT has been the topic of a number of recent research reports. Mizuho cut their price target on shares of Microsoft from $640.00 to $620.00 and set an “outperform” rating on the stock in a report on Wednesday, January 21st. BMO Capital Markets decreased their price objective on Microsoft from $625.00 to $575.00 and set an “outperform” rating for the company in a report on Thursday, January 29th. JPMorgan Chase & Co. lowered their target price on Microsoft from $575.00 to $550.00 and set an “overweight” rating for the company in a research report on Thursday, January 29th. Oppenheimer reaffirmed an “outperform” rating on shares of Microsoft in a report on Thursday, January 29th. Finally, Phillip Securities upgraded Microsoft from a “moderate buy” rating to a “strong-buy” rating in a research report on Sunday, February 1st. 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. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $591.87.

Insider Activity at Microsoft

In related news, EVP Kathleen T. Hogan sold 12,321 shares of the firm’s stock in a transaction that occurred on Friday, March 6th. The stock was sold at an average price of $409.52, for a total transaction of $5,045,695.92. Following the completion of the sale, the executive vice president owned 137,933 shares of the company’s stock, valued at $56,486,322.16. This trade represents a 8.20% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, Director John W. Stanton bought 5,000 shares of the stock in a transaction on Wednesday, February 18th. The stock was acquired at an average price of $397.35 per share, with a total value of $1,986,750.00. Following the completion of the acquisition, the director owned 83,905 shares of the company’s stock, valued at $33,339,651.75. This represents a 6.34% increase in their position. The disclosure for this purchase is available in the SEC filing. Company 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: OpenAI tie-up is driving new customer wins and adoption of Microsoft AI products, supporting recurring revenue growth and Copilot monetization. How Microsoft’s (MSFT) OpenAI Partnership Is Bringing in a New Wave of Customers
• Positive Sentiment: Analysts point to an AI-fueled Azure surge and a large enterprise backlog (reported as a material competitive edge vs. peers like Adobe), supporting medium-term revenue upside. Microsoft vs. Adobe: Which Software Giant Has Better Upside Potential?
• Positive Sentiment: Strategic partner activity (e.g., Accenture collaborations and ecosystem integrations) reinforces Microsoft’s position in enterprise security and AI services, which can deepen customer stickiness and drive incremental services revenue. Accenture Expands AI-Driven Cybersecurity Capabilities with Microsoft Partnership
• Neutral Sentiment: Traders and retail investors are seeing increased options activity and yield strategies (but these are tactical, not fundamental). Some traders propose structured trades (butterfly, income ETFs) to play the pullback. Transform Microsoft Stock Weakness Into A $1,700 Payoff With A Butterfly Trade
• Neutral Sentiment: Large-cap active ETFs continue to hold Microsoft as a core position, which can stabilize flows even during sell-offs (institutional ETF flows are a background influence on demand).
• Negative Sentiment: OpenAI exclusivity appears at risk as OpenAI talks with Amazon, and reports say Microsoft is considering legal action — a potential breakdown of the partnership would materially weaken MSFT’s AI moat and Azure demand assumptions. Microsoft Weighs Legal Fight As OpenAI Amazon Talks Test Azure Edge
• Negative Sentiment: Policy/contract changes in local government dealings (NDAs and procurement) have been cited as a trigger for some municipal and public-sector deals to slow, which analysts say pressured the stock in intraday trading. No More NDAs: Microsoft Stock (NASDAQ:MSFT) Slumps After Change in Local Government Dealings
• Negative Sentiment: Security incidents continue to create headlines: a U.S. agency urged firms to harden a Microsoft endpoint tool after the Stryker attack, and reports of SharePoint being used as an attack vector raise enterprise risk and potential remediation costs. These keep risk-premiums elevated for MSFT. US agency asks companies to secure Microsoft tool after Stryker cyberattack
• Negative Sentiment: Investors remain concerned about rising infrastructure and AI compute costs that have pressured margins despite solid top-line beats; commentary that the stock has been “slammed” this year reflects worry about near-term margin compression and valuation re-rating. Microsoft Stock Has Been Absolutely Slammed This Year. Is It Finally Time to Buy?

Microsoft Price Performance

Shares of NASDAQ MSFT opened at $381.35 on Monday. The company has a market capitalization of $2.83 trillion, a PE ratio of 23.85, a P/E/G ratio of 1.49 and a beta of 1.10. The company has a quick ratio of 1.38, a current ratio of 1.39 and a debt-to-equity ratio of 0.09. Microsoft Corporation has a twelve month low of $344.79 and a twelve month high of $555.45. The firm has a fifty day simple moving average of $418.85 and a 200 day simple moving average of $471.78.

Microsoft (NASDAQ:MSFT) last issued its quarterly 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. Microsoft had a net margin of 39.04% and a return on equity of 32.34%. The business had revenue of $81.27 billion for the quarter, compared to analysts’ expectations of $80.28 billion. During the same quarter in the prior year, the firm posted $3.23 earnings per share. The business’s quarterly revenue was up 16.7% compared to the same quarter last year. On average, sell-side analysts forecast that Microsoft Corporation will post 13.08 EPS for the current year.

Microsoft Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, June 11th. Investors of record on Thursday, May 21st will be given a dividend of $0.91 per share. The ex-dividend date is Thursday, May 21st. This represents a $3.64 annualized dividend and a dividend yield of 1.0%. Microsoft’s dividend payout ratio is presently 22.76%.

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).