Microsoft Corporation $MSFT is Petros Family Wealth LLC’s 4th Largest Position

Petros Family Wealth LLC boosted its stake in shares of Microsoft Corporation (NASDAQ:MSFT) by 17.7% during the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 10,983 shares of the software giant’s stock after buying an additional 1,649 shares during the period. Microsoft makes up approximately 3.5% of Petros Family Wealth LLC’s holdings, making the stock its 4th largest holding. Petros Family Wealth LLC’s holdings in Microsoft were worth $5,312,000 at the end of the most recent reporting period.

Other institutional investors also recently bought and sold shares of the company. Longfellow Investment Management Co. LLC boosted its stake in shares of Microsoft by 51.3% during the 2nd quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant’s stock worth $29,000 after purchasing an additional 20 shares during the period. Bayforest Capital Ltd purchased a new stake in Microsoft in the 3rd quarter worth about $38,000. LSV Asset Management bought a new stake in Microsoft in the fourth quarter worth about $44,000. Sellwood Investment Partners LLC bought a new stake in Microsoft in the third quarter worth about $49,000. Finally, University of Illinois Foundation purchased a new position in shares of Microsoft during the second quarter valued at approximately $50,000. 71.13% of the stock is currently owned by institutional investors.

Microsoft Stock Performance

MSFT opened at $373.46 on Monday. The stock’s fifty day moving average is $400.76 and its two-hundred day moving average is $462.28. The company has a market capitalization of $2.77 trillion, a P/E ratio of 23.36, a PEG ratio of 1.42 and a beta of 1.11. Microsoft Corporation has a 52 week low of $344.79 and a 52 week high of $555.45. 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 (NASDAQ:MSFT) last issued its earnings results on Wednesday, January 28th. The software giant reported $4.14 earnings per share for the quarter, topping the consensus estimate of $3.86 by $0.28. Microsoft had a return on equity of 32.34% and a net margin of 39.04%.The business had revenue of $81.27 billion during the quarter, compared to analysts’ expectations of $80.28 billion. During the same period in the prior year, the business earned $3.23 EPS. The business’s revenue for the quarter was up 16.7% compared to the same quarter last year. Analysts forecast that Microsoft Corporation will post 13.08 earnings per share for the current year.

Microsoft Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, June 11th. Investors of record on Thursday, May 21st will be paid a $0.91 dividend. The ex-dividend date of this dividend 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 22.76%.

Analyst Upgrades and Downgrades

A number of research firms have recently commented on MSFT. DZ Bank reiterated a “buy” rating on shares of Microsoft in a report on Thursday, January 29th. Wells Fargo & Company dropped their price objective on Microsoft from $630.00 to $615.00 and set an “overweight” rating for the company in a report on Thursday, January 29th. William Blair reaffirmed an “outperform” rating on shares of Microsoft in a research report on Monday, March 9th. Phillip Securities upgraded Microsoft from a “moderate buy” rating to a “strong-buy” rating in a research note on Sunday, February 1st. Finally, Bank of America initiated coverage on Microsoft in a research report on Tuesday, March 24th. They set a “buy” rating and a $500.00 target price for the company. Two equities research 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’s stock. According to MarketBeat, Microsoft presently has an average rating of “Moderate Buy” and a consensus price target of $588.97.

Key Stories Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft pledged a major strategic buildout in Japan — a $10 billion, multi‑year plan to fund AI data centers, cybersecurity and workforce training with partners including SoftBank and Sakura Internet, underpinning long‑term cloud/A.I. revenue opportunities and local partnerships. Microsoft to invest $10 billion in Japan for AI and cyber defence expansion
• Positive Sentiment: Microsoft rolled out multiple proprietary AI models and signaled it will build frontier models in‑house — a strategic shift to reduce dependence on partners and capture more of the AI stack (product control, margins and IP). This supports the long‑term AI revenue thesis. Microsoft building its own high-powered AI models as it looks to slash dependence on OpenAI
• Positive Sentiment: Management says Copilot sales targets were met after changing the go‑to‑market approach (moving to paid/subscription rather than broad bundling), a sign of product monetization gaining traction. That helps offset concerns about adoption. Microsoft hits Copilot sales goals after strategy shift – Bloomberg
• Positive Sentiment: Benchmark initiated coverage / and some street notes raised targets (coverage and a $675 price target were reported), providing analyst support that could lift sentiment if follow‑through occurs. Microsoft Charts $10 Billion of Outlays in AI-Eager Japan
• Neutral Sentiment: Microsoft announced local partnerships and community programs (e.g., Victoria University datacenter academy) that support talent pipeline and social license for datacenter expansion — constructive but longer‑dated impact. Microsoft Corp (MSFT) Partners with Victoria University on Datacenter Community Pledge
• Neutral Sentiment: Smaller ecosystem developments (Sakura Internet confirming talks, local partners’ stock moves) amplify the Japan story but are execution‑dependent; useful context for investors tracking regional rollout. SAKURA Internet Confirms Exploratory AI Cloud Collaboration Talks With Microsoft Japan
• Negative Sentiment: Recent quarterly performance and commentary have disappointed some investors — headlines describe a Q1 “slide” and the worst quarterly drop since 2008 for MSFT, feeding the narrative of short‑term weakness and valuation re‑rating. That continues to pressure the stock. After Microsoft’s Q1 Slide, Are the Bulls Still On Board?
• Negative Sentiment: Several large funds / billionaires have trimmed MSFT positions in recent 13F disclosures (D.E. Shaw, Steve Cohen, Dan Loeb), signaling some institutional profit‑taking amid concerns over cloud supply constraints and guidance — a headwind for near‑term flows. Microsoft Corporation (MSFT): Billionaire Steve Cohen Trims Position
• Negative Sentiment: Security/product risks surfaced (reports on “AI recommendation poisoning”) and ongoing execution demands for in‑house frontier models add operational risk and could temper upside if issues emerge. AI Recommendation Poisoning: Why Microsoft (NASDAQ:MSFT) Is Fighting So Hard

Insider Activity

In other Microsoft news, Director John W. Stanton bought 5,000 shares of the company’s stock in a transaction on Wednesday, February 18th. The shares were bought at an average cost of $397.35 per share, for a total transaction of $1,986,750.00. Following the acquisition, the director directly owned 83,905 shares in the company, valued at approximately $33,339,651.75. The trade was a 6.34% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, EVP Kathleen T. Hogan sold 12,321 shares of the business’s stock in a transaction dated 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 completion of the sale, the executive vice president owned 137,933 shares of the company’s stock, valued at approximately $56,486,322.16. This represents a 8.20% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 0.03% of the stock is owned by corporate insiders.

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).