Microsoft Corporation $MSFT Shares Acquired by Client 1ST Advisory Group LLC

Client 1ST Advisory Group LLC raised its holdings in shares of Microsoft Corporation (NASDAQ:MSFT) by 40.3% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 5,484 shares of the software giant’s stock after buying an additional 1,574 shares during the period. Microsoft comprises approximately 0.8% of Client 1ST Advisory Group LLC’s investment portfolio, making the stock its 25th biggest position. Client 1ST Advisory Group LLC’s holdings in Microsoft were worth $2,652,000 as of its most recent SEC filing.

Other hedge funds have also recently added to or reduced their stakes in the company. BLVD Private Wealth LLC grew its holdings in shares of Microsoft by 0.6% in the 3rd quarter. BLVD Private Wealth LLC now owns 3,169 shares of the software giant’s stock worth $1,641,000 after acquiring an additional 19 shares during the last quarter. Foundation Wealth Management LLC PA lifted its holdings in shares of Microsoft by 1.6% during the second quarter. Foundation Wealth Management LLC PA now owns 1,276 shares of the software giant’s stock valued at $635,000 after purchasing an additional 20 shares during the last quarter. Magnolia Capital Management Ltd. boosted its position in shares of Microsoft by 0.3% in the 3rd quarter. Magnolia Capital Management Ltd. now owns 6,509 shares of the software giant’s stock valued at $3,371,000 after purchasing an additional 20 shares during the period. ARK & TLK Investments LLC boosted its position in shares of 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 purchasing an additional 20 shares during the period. Finally, Rochester Wealth Strategies LLC increased its stake in Microsoft by 2.9% in the 3rd quarter. Rochester Wealth Strategies LLC now owns 700 shares of the software giant’s stock worth $363,000 after purchasing an additional 20 shares in the last quarter. Institutional investors and hedge funds own 71.13% of the company’s stock.

Insiders Place Their Bets

In other news, EVP Kathleen T. Hogan sold 12,321 shares of the business’s stock in a transaction on Friday, March 6th. The shares were sold at an average price of $409.52, for a total transaction of $5,045,695.92. Following the transaction, the executive vice president directly owned 137,933 shares in the company, valued at $56,486,322.16. The trade was a 8.20% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, Director John W. Stanton purchased 5,000 shares of the company’s stock in a transaction dated 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 purchase, the director directly owned 83,905 shares of the company’s stock, valued at $33,339,651.75. The trade was a 6.34% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Company insiders own 0.03% of the company’s stock.

Microsoft News Summary

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft rolled out AI upgrades including Copilot Cowork (task execution across Microsoft 365) — a product catalyst that could accelerate enterprise adoption of paid Copilot features and support cloud consumption. Microsoft unveils AI upgrades, rolls out Copilot Cowork
• Positive Sentiment: Microsoft committed ~$1 billion to expand cloud and AI infrastructure in Thailand — a multi‑year capex program that boosts Azure footprint and long‑term revenue opportunity in Southeast Asia. Microsoft plans $1 billion investment in Thailand
• Positive Sentiment: Bridgewater/Ray Dalio lists Microsoft among top buys — public endorsements and large institutional stakes (mentioned in coverage) can support demand at beaten-down prices. 5 Best Stocks to Buy According to Billionaire Ray Dalio
• Neutral Sentiment: Bank/analyst discussions (BofA notes) highlight investor feedback on market share dynamics with CoreWeave and valuation — informative for how investors are re‑setting MSFT’s AI infrastructure positioning. BofA highlights investor feedback on Microsoft/CoreWeave
• Neutral Sentiment: Partner ecosystem updates (IGEL, Centrilogic, others) extend Windows 365/Azure adoption in verticals — steady commercial traction but limited immediate revenue surprise. IGEL releases joint reference architectures with Microsoft
• Negative Sentiment: UK competition regulator (CMA) opened a probe into Microsoft’s business‑software ecosystem and cloud licensing practices — increases regulatory risk, potential remediation costs or forced commercial changes in a key market. UK to launch antitrust probe into Microsoft’s business software
• Negative Sentiment: Market headlines flagged Microsoft’s steep quarterly selloff and investor anxiety over AI ROI and Copilot monetization — coverage calls it the worst quarterly drop since 2008, which amplifies sentiment‑driven selling pressure. Microsoft closes worst quarter on Wall Street since 2008
• Negative Sentiment: Several shops have cut ratings or flagged valuation compression as FY26 capex and margin pressure are re‑priced into shares — analyst downgrades contribute to near‑term downside risk. ExxonMobil Upgraded, Microsoft Downgraded

Microsoft Trading Up 3.1%

NASDAQ:MSFT opened at $370.17 on Wednesday. The stock has a market cap of $2.75 trillion, a PE ratio of 23.15, a price-to-earnings-growth ratio of 1.36 and a beta of 1.10. Microsoft Corporation has a fifty-two week low of $344.79 and a fifty-two week 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. The stock’s 50-day moving average is $405.66 and its two-hundred day moving average is $465.22.

Microsoft (NASDAQ:MSFT) last posted its quarterly earnings results on Wednesday, January 28th. The software giant reported $4.14 earnings per share (EPS) for the quarter, topping 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 during the quarter, compared to analyst estimates of $80.28 billion. During the same period in the prior year, the firm earned $3.23 earnings per share. The firm’s revenue was up 16.7% compared to the same quarter last year. As a group, equities research analysts forecast that Microsoft Corporation will post 13.08 earnings per share for the current fiscal year.

Microsoft Announces Dividend

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

Analysts Set New Price Targets

MSFT has been the topic of several recent analyst reports. Wells Fargo & Company cut their price objective on Microsoft from $630.00 to $615.00 and set an “overweight” rating on the stock in a report on Thursday, January 29th. Rothschild & Co Redburn set a $450.00 target price on shares of Microsoft in a research report on Wednesday, January 21st. TD Cowen reissued a “buy” rating on shares of Microsoft in a research report on Thursday, January 29th. UBS Group cut their price target on shares of Microsoft from $600.00 to $510.00 and set a “buy” rating on the stock in a report on Wednesday, March 25th. Finally, Evercore decreased their price objective on shares of Microsoft from $640.00 to $580.00 and set an “outperform” rating for the company in a research note on Thursday, January 29th. Two analysts have rated the stock with a Strong Buy rating, thirty-eight have given a Buy rating and five have given a Hold rating to the company. Based on data from MarketBeat.com, Microsoft has a consensus rating of “Moderate Buy” and a consensus price target of $588.97.

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).