Everhart Financial Group Inc. Grows Stake in Microsoft Corporation $MSFT

Everhart Financial Group Inc. boosted its holdings in shares of Microsoft Corporation (NASDAQ:MSFT) by 2.5% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 57,545 shares of the software giant’s stock after buying an additional 1,394 shares during the quarter. Microsoft makes up approximately 2.6% of Everhart Financial Group Inc.’s investment portfolio, making the stock its 8th biggest holding. Everhart Financial Group Inc.’s holdings in Microsoft were worth $27,830,000 as of its most recent SEC filing.

A number of other hedge funds also recently bought and sold shares of MSFT. IRON Financial LLC lifted its holdings in shares of Microsoft by 23.2% during the 3rd quarter. IRON Financial LLC now owns 6,510 shares of the software giant’s stock valued at $3,372,000 after purchasing an additional 1,225 shares during the last quarter. Wellington Capital Management Inc. purchased a new position in Microsoft during the 2nd quarter worth $9,941,000. Sound View Wealth Advisors Group LLC increased 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 buying an additional 2,373 shares in the last quarter. PMG Family Office LLC purchased a new stake in Microsoft in the third quarter valued at about $828,000. Finally, Trifecta Capital Advisors LLC boosted its holdings in Microsoft by 2.3% in the third quarter. Trifecta Capital Advisors LLC now owns 70,175 shares of the software giant’s stock worth $36,347,000 after acquiring an additional 1,572 shares in the last quarter. Hedge funds and other institutional investors own 71.13% of the company’s stock.

Microsoft News Summary

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Evercore flags upside to Azure revenue and highlights monetization levers (365 E7, Copilot pricing) that could lift cloud revenue and margins if adoption accelerates. Evercore highlights potential upside to Microsoft’s Azure revenue, discusses 365 E7, Copilot
• Positive Sentiment: Microsoft hired top AI researchers (Ali Farhadi, Hanna Hajishirzi, Ranjay Krishna) into Mustafa Suleyman’s team — a clear signal the company is doubling down on advanced AI R&D that could sustain long‑term product leadership. Microsoft hires former Ai2 CEO Ali Farhadi and key researchers for Suleyman’s AI team
• Positive Sentiment: Microsoft-backed Lace raised $40M to advance helium atom-beam lithography — a potential long-term strategic edge in chip tooling and supply for AI infrastructure. This is a small but strategic bet on semiconductor innovation that complements Azure/NV investment. Microsoft-backed startup raises $40 million for advanced chipmaking equipment tech
• Positive Sentiment: Microsoft is expanding AI-security and automation partnerships across Azure and Copilot workflows (Accenture, UiPath, others), which supports enterprise stickiness and cross-sell opportunities. Microsoft’s Expanding AI Security Partnerships Deepen Azure And Copilot Workflows
• Neutral Sentiment: Active ETFs and some dividend/AI ETFs continue to hold MSFT as a core position, providing steady institutional demand but not a near‑term catalyst. Active ETFs Surge Past Passive, and These Are in the Lead
• Neutral Sentiment: Specialized YieldMax ETFs that reference Microsoft carry embedded VIX/option risks — relevant to ETF holders but not a direct MSFT-company operational issue. YieldMax ETFs Tied to Berkshire and Microsoft Carry a Hidden ‘Vix Risk’ Most Holders Never See
• Negative Sentiment: Analysts warn the Copilot reorganization is a red flag — consolidation of teams and tighter gating of premium Copilot features raises short‑term execution risk and questions about monetization speed. Reorganization suggests Microsoft issues are mounting, analyst says
• Negative Sentiment: Melius Research reiterated concerns calling the Copilot shake‑up a “red flag,” contributing to cautious sentiment and pressuring the stock amid an already weak YTD performance. Melius analyst: Microsoft’s Copilot reorganization is a ‘red flag’
• Negative Sentiment: Broader tech/headline pressure (shares of MSFT, NVDA, MU moved sharply in recent sessions) and Windows emergency‑update reports add short‑term volatility risk as investors reassess AI capex and monetization timelines. Microsoft (MSFT), Nvidia (NVDA), and Micron (MU) Crash 10% Collectively. What is Going on?

Wall Street Analyst Weigh In

A number of brokerages have recently weighed in on MSFT. Wedbush dropped their price target on Microsoft from $625.00 to $575.00 and set an “outperform” rating on the stock in a research note on Thursday, January 29th. DZ Bank reissued a “buy” rating on shares of Microsoft in a research report on Thursday, January 29th. JPMorgan Chase & Co. cut their price target on shares of Microsoft from $575.00 to $550.00 and set an “overweight” rating on the stock in a research note on Thursday, January 29th. Piper Sandler reiterated an “overweight” rating and set a $600.00 price objective (down from $650.00) on shares of Microsoft in a research note on Thursday, January 29th. Finally, New Street Research boosted their price objective on shares of Microsoft from $670.00 to $675.00 and gave the company a “buy” rating in a report on Thursday, January 29th. Two investment analysts have rated the stock with a Strong Buy rating, thirty-nine have issued a Buy rating and four have given a Hold rating to the company. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $591.87.

Insider Activity at Microsoft

In related news, Director John W. Stanton purchased 5,000 shares of Microsoft stock in a transaction that occurred on Wednesday, February 18th. The stock was bought at an average cost 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. The trade was a 6.34% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the SEC, which is accessible through this link. Also, EVP Kathleen T. Hogan sold 12,321 shares of the business’s stock in a transaction that occurred on Friday, March 6th. The shares were sold at an average price of $409.52, for a total value of $5,045,695.92. Following the completion of the transaction, the executive vice president directly owned 137,933 shares of the company’s stock, valued at $56,486,322.16. The trade was a 8.20% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 0.03% of the stock is currently owned by company insiders.

Microsoft Trading Up 0.3%

Shares of Microsoft stock opened at $383.04 on Tuesday. The stock has a market cap of $2.84 trillion, a PE ratio of 23.95, a price-to-earnings-growth ratio of 1.49 and a beta of 1.10. The firm has a fifty day moving average price of $416.96 and a 200 day moving average price of $470.91. Microsoft Corporation has a 1 year low of $344.79 and a 1 year high of $555.45. 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 quarterly earnings results on Wednesday, January 28th. The software giant reported $4.14 EPS for the quarter, beating the consensus estimate of $3.86 by $0.28. The company 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 firm’s revenue was up 16.7% on a year-over-year basis. During the same period in the prior year, the company earned $3.23 earnings per share. Equities research analysts predict that Microsoft Corporation will post 13.08 earnings per share for the current year.

Microsoft Dividend Announcement

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

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).