Finer Wealth Management Inc. Has $15.68 Million Position in Microsoft Corporation $MSFT

Finer Wealth Management Inc. lifted its holdings in Microsoft Corporation (NASDAQ:MSFT) by 9.6% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 32,422 shares of the software giant’s stock after purchasing an additional 2,834 shares during the quarter. Microsoft accounts for about 7.6% of Finer Wealth Management Inc.’s investment portfolio, making the stock its 2nd biggest holding. Finer Wealth Management Inc.’s holdings in Microsoft were worth $15,680,000 as of its most recent SEC filing.

Several other institutional investors also recently modified their holdings of MSFT. Longfellow Investment Management Co. LLC boosted its holdings 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 valued at $29,000 after acquiring an additional 20 shares during the last quarter. Bayforest Capital Ltd purchased a new position in shares of Microsoft during the third quarter valued at approximately $38,000. LSV Asset Management purchased a new position in shares of Microsoft during the fourth quarter valued at approximately $44,000. Sellwood Investment Partners LLC bought a new position in Microsoft during the third quarter valued at approximately $49,000. Finally, Daytona Street Capital LLC bought a new position in Microsoft during the fourth quarter valued at approximately $50,000. 71.13% of the stock is owned by hedge funds and other institutional investors.

Microsoft Stock Performance

Shares of MSFT opened at $415.75 on Friday. The company has a quick ratio of 1.38, a current ratio of 1.39 and a debt-to-equity ratio of 0.09. The business has a 50-day simple moving average of $393.01 and a two-hundred day simple moving average of $451.84. The stock has a market cap of $3.09 trillion, a price-to-earnings ratio of 26.00, a PEG ratio of 1.63 and a beta of 1.11. Microsoft Corporation has a 52 week low of $356.28 and a 52 week high of $555.45.

Microsoft (NASDAQ:MSFT) last posted its quarterly earnings data on Wednesday, January 28th. The software giant reported $4.14 earnings per share for the quarter, beating analysts’ consensus estimates of $3.86 by $0.28. The firm had revenue of $81.27 billion for the quarter, compared to analysts’ expectations of $80.28 billion. Microsoft had a return on equity of 32.34% and a net margin of 39.04%.The business’s quarterly revenue was up 16.7% on a year-over-year basis. During the same period in the previous year, the firm earned $3.23 EPS. On average, analysts expect that Microsoft Corporation will post 16.54 EPS for the current year.

Microsoft Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Thursday, June 11th. Shareholders of record on Thursday, May 21st will be issued a dividend of $0.91 per share. The ex-dividend date of this dividend is Thursday, May 21st. This represents a $3.64 annualized dividend and a yield of 0.9%. Microsoft’s payout ratio is currently 22.76%.

Trending Headlines about Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Major long‑term investment: Microsoft committed A$25B (~$18B) to expand Azure and AI capacity in Australia through 2029, supporting future cloud/Azure revenue and global infrastructure scale. Microsoft to invest $18 billion in Australia
• Positive Sentiment: Product and security strengthening: Microsoft is integrating advanced models (including Anthropic’s Mythos) into its security development lifecycle — a move that can reduce risk and improve enterprise trust in its AI offerings. Microsoft to integrate Anthropic’s Mythos
• Neutral Sentiment: Upcoming catalyst: Microsoft reports fiscal Q3 earnings on April 29 — analysts and investors see the print as pivotal for clarity on AI monetization, Azure growth and near‑term margins. Prediction: Microsoft’s April 29 Earnings…
• Neutral Sentiment: LinkedIn leadership change: LinkedIn’s CEO transition (Daniel Shapero named) is operationally relevant but not a core driver of Microsoft’s AI/cloud thesis. LinkedIn names new CEO
• Negative Sentiment: Historic voluntary buyouts announced: Microsoft is offering voluntary retirement/buyout packages to up to ~7% of U.S. staff — the first program of this scale in its history. Investors view this as a signal of large reorganization and near‑term restructuring costs tied to a major AI pivot. Microsoft Targets About 7% of Its U.S. Workers With Buyout Offer
• Negative Sentiment: Market reaction and cost concerns: Reports linking the buyout to massive AI spending (estimates in coverage range into the tens of billions to $100B+ scale) have spooked investors, prompting a sell‑off amid uncertainty over timing of returns on that spending. Microsoft Falls 4% as $110 Billion AI Bet Forces Historic Employee Buyout
• Negative Sentiment: Analyst/price‑target pressure: Some shops trimmed targets or adopted cautious ratings as they weigh heavy near‑term AI investment against growth — adding to downside risk into earnings. Rothschild & Co Redburn lowers PT

Analyst Ratings Changes

A number of research firms have commented on MSFT. Barclays reaffirmed an “overweight” rating on shares of Microsoft in a research report on Monday, March 9th. Sanford C. Bernstein restated an “outperform” rating and issued a $641.00 price target (down from $645.00) on shares of Microsoft in a research note on Thursday, January 29th. Melius Research set a $430.00 price objective on Microsoft in a report on Monday, February 9th. Jefferies Financial Group reiterated a “buy” rating on shares of Microsoft in a research report on Thursday, March 5th. Finally, Guggenheim reissued a “buy” rating and issued a $586.00 target price on shares of Microsoft in a report on Thursday. 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. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $575.34.

Insider Activity at Microsoft

In other news, EVP Kathleen T. Hogan sold 12,321 shares of the firm’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 sale, the executive vice president directly owned 137,933 shares in the company, valued at $56,486,322.16. This trade represents a 8.20% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director John W. Stanton bought 5,000 shares of the stock in a transaction that occurred on Wednesday, February 18th. The shares were purchased at an average price of $397.35 per share, for a total transaction of $1,986,750.00. Following the purchase, the director owned 83,905 shares in the company, valued at $33,339,651.75. This represents a 6.34% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. 0.03% of the stock is owned by 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).