Cypress Wealth Services LLC Buys 8,398 Shares of Microsoft Corporation $MSFT

Cypress Wealth Services LLC lifted its holdings in shares of Microsoft Corporation (NASDAQ:MSFT) by 49.6% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 25,325 shares of the software giant’s stock after purchasing an additional 8,398 shares during the quarter. Microsoft accounts for approximately 1.7% of Cypress Wealth Services LLC’s portfolio, making the stock its 11th largest position. Cypress Wealth Services LLC’s holdings in Microsoft were worth $12,247,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently modified their holdings of the company. Longfellow Investment Management Co. LLC grew its holdings in shares of Microsoft by 51.3% during the second 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 in the last quarter. Bayforest Capital Ltd purchased a new position in shares of Microsoft during the third quarter worth about $38,000. LSV Asset Management purchased a new position in shares of Microsoft during the fourth quarter worth about $44,000. Sellwood Investment Partners LLC purchased a new position in shares of Microsoft during the third quarter worth about $49,000. Finally, University of Illinois Foundation purchased a new position in shares of Microsoft during the second quarter worth about $50,000. Hedge funds and other institutional investors own 71.13% of the company’s stock.

Wall Street Analysts Forecast Growth

MSFT has been the subject of several recent analyst reports. Robert W. Baird set a $540.00 price objective on Microsoft and gave the stock an “outperform” rating in a report on Thursday, January 29th. UBS Group cut their price objective on Microsoft from $600.00 to $510.00 and set a “buy” rating for the company in a report on Wednesday, March 25th. TD Cowen reissued a “buy” rating on shares of Microsoft in a report on Thursday, January 29th. Stifel Nicolaus reissued a “hold” rating and set a $392.00 price objective (down from $540.00) on shares of Microsoft in a report on Thursday, February 5th. Finally, Bank of America initiated coverage on Microsoft in a research note on Tuesday, March 24th. They issued a “buy” rating and a $500.00 target price for the company. Two investment analysts have rated the stock with a Strong Buy rating, thirty-eight have issued a Buy rating and five have given a Hold rating to the company. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $588.97.

Insider Buying and Selling

In other news, EVP Kathleen T. Hogan sold 12,321 shares of the 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 approximately $56,486,322.16. This represents a 8.20% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, Director John W. Stanton acquired 5,000 shares of the company’s stock in a transaction dated Wednesday, February 18th. The shares were bought at an average cost of $397.35 per share, with a total value of $1,986,750.00. Following the purchase, the director owned 83,905 shares of the company’s stock, valued at approximately $33,339,651.75. This trade represents a 6.34% increase in their position. The SEC filing for this purchase provides additional information. Corporate insiders own 0.03% of the company’s stock.

Microsoft Stock Down 0.2%

Shares of MSFT opened at $372.88 on Tuesday. The firm has a market cap of $2.77 trillion, a P/E ratio of 23.32, a P/E/G ratio of 1.42 and a beta of 1.11. The stock has a 50 day simple moving average of $398.81 and a two-hundred day simple moving average of $461.32. 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 Corporation has a 1 year low of $344.79 and a 1 year high of $555.45.

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

Microsoft Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, June 11th. Shareholders 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 annualized dividend and a yield of 1.0%. Microsoft’s dividend payout ratio is currently 22.76%.

More Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Reworked OpenAI relationship and strategic AI positioning that could accelerate MSFT’s cloud/AI roadmap — a Barron’s write-up frames the company as entering a new AI phase, supporting revenue and long-term growth expectations. Microsoft Is on a New AI Journey After Reworked OpenAI Deal
• Positive Sentiment: Strategic ESG purchase: Microsoft agreed to buy 626,000 tonnes of BECCS carbon removal credits from a Meadow Lake Tribal Council–Svante project — helps corporate net-zero profile and reduces regulatory/PR risk on climate commitments. Svante & Meadow Lake Tribal Council Partnership Agrees to Sell Microsoft 626,000 Tonnes of Carbon Removal Credits
• Positive Sentiment: Valuation/long-term buy case: Several analysts and investors highlight MSFT as attractively priced after a sizable pullback — Seeking Alpha and other outlets argue the company’s double-digit growth and margins make it a buy on the dip. Microsoft: Double-Digit Growth At A Rare Discount
• Neutral Sentiment: Comparative AI positioning: Coverage comparing Oracle vs Microsoft as AI/cloud plays underscores MSFT’s strengths but also highlights competitive dynamics and execution trade-offs — useful context but not an immediate catalyst. Oracle vs. Microsoft: Which Cloud Giant is the Better AI Play for 2026?
• Neutral Sentiment: Macro/sector flow: MSFT features in bullish ETF/QQQ narratives — institutional buying and rotation into beaten-down tech names could support shares if macro volatility subsides. 5 Reasons the Invesco QQQ ETF Could Be Headed for a Triple-Digit Rally
• Negative Sentiment: Copilot safety/TOS headlines and security research have dented confidence — viral terms-of-service language and reports about AI-agent “trap” exploits targeting Copilot/M365 raise legal, reputational and product-risk questions. “For Entertainment Purposes Only”: Microsoft Stock (NASDAQ:MSFT) Slips as Copilot Warnings Emerge
• Negative Sentiment: Independent research (DeepMind framework) highlights potential ways AI agents can be weaponized, with examples noting M365 Copilot vulnerabilities — raises short-term security scrutiny and potential remediation costs. Deepmind’s ‘AI Agent Traps’ Paper Maps How Hackers Could Weaponize AI Agents Against Users
• Negative Sentiment: Geopolitical/physical-risk headlines: Iran’s IRGC threats to large AI hubs (projects backed by Microsoft/OpenAI/NVIDIA) and investor pressure over data-center water/power use add geopolitical and ESG risk layers that could increase costs or slow builds. Iran’s IRGC Targets $30 Billion Stargate Project Backed by OpenAI, Microsoft, and Nvidia Investors press Amazon, Microsoft and Google on water, power use in US data centers

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).