Guerra Advisors Inc Grows Stock Position in Microsoft Corporation $MSFT

Guerra Advisors Inc raised its position in Microsoft Corporation (NASDAQ:MSFT) by 29.5% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 12,775 shares of the software giant’s stock after acquiring an additional 2,910 shares during the quarter. Microsoft accounts for about 2.4% of Guerra Advisors Inc’s investment portfolio, making the stock its 11th largest holding. Guerra Advisors Inc’s holdings in Microsoft were worth $6,617,000 at the end of the most recent reporting period.

Other institutional investors have also made changes to their positions in the company. AlphaQuest LLC boosted its position in Microsoft by 5.9% in the 2nd quarter. AlphaQuest LLC now owns 342 shares of the software giant’s stock valued at $170,000 after buying an additional 19 shares during the last quarter. BLVD Private Wealth LLC lifted its stake in shares of Microsoft by 0.6% in the third 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 in the last quarter. Foundation Wealth Management LLC PA boosted its holdings in Microsoft by 1.6% in 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. grew its stake in Microsoft by 0.3% during 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 in the last quarter. Finally, ARK & TLK Investments LLC increased its holdings in Microsoft by 1.0% during the 3rd quarter. ARK & TLK Investments LLC now owns 1,935 shares of the software giant’s stock worth $1,002,000 after purchasing an additional 20 shares during the last quarter. 71.13% of the stock is owned by institutional investors and hedge funds.

More Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Analysts at BNP and others say OpenAI’s large new funding round should still benefit Microsoft because of its deep Azure and infrastructure ties — a reminder that MSFT remains a key AI partner and infrastructure provider. OpenAI’s massive funding round should benefit Microsoft, Oracle: BNP
• Positive Sentiment: An insider (director Stanton John) bought roughly $2M of MSFT stock, signalling confidence from management-level insiders during the pullback. Director Stanton John Just Bought $2 Million of Microsoft Stock
• Positive Sentiment: MarketBeat / Altimetry note that Microsoft is “at the center of AI” with high switching costs and under-appreciated fundamentals — an argument that current valuation weakness is sentiment-driven and could reverse. AI Is Separating Software Winners From Losers, 2 Experts Explain
• Positive Sentiment: Dynamics 365 business applications continue to post solid mid-teens to high‑teens growth and are cited as a consistent driver of Productivity & Business Processes revenue — a durable growth stream beyond Azure. Can Microsoft Stock Rally on Dynamics 365 Business Applications?
• Neutral Sentiment: Microsoft announced its next quarterly dividend payable March 13 — a steady income signal but unlikely to move the stock materially amid the current narrative-driven trading. Microsoft to pay dividends on March 13; Here’s how much 100 MSFT shares will earn
• Negative Sentiment: Market reaction to OpenAI’s announcement cut both ways: Microsoft wasn’t named among some of the latest funding/partner headlines, prompting investor worry about its standing with OpenAI and driving selling pressure. What’s Behind The Drop In Microsoft Stock?
• Negative Sentiment: Japan’s authorities carried out a raid tied to suspected antitrust issues around Microsoft’s cloud business, raising regulatory risk in a major market. Microsoft Japan raided over suspected violation of anti-monopoly law, source says
• Negative Sentiment: Operational/real‑estate headwinds: reports of data center/building delays and related execution noise have been cited as a near-term drag on sentiment. “On Hold Until Further Notice”: Microsoft Stock Slumps With Building Delay
• Negative Sentiment: Broader AI-capex and semiconductor market jitters (Nvidia-centric weakness) are depressing the megacap tech complex; investors are weighing heavy industry capex against margins and balance-sheet strain. That macro pressure is spilling over to Microsoft. Nvidia Fails to Reassure—Heard on the Street

Insiders Place Their Bets

In other news, EVP Takeshi Numoto sold 2,850 shares of the company’s stock in a transaction dated Thursday, December 4th. The shares were sold at an average price of $478.72, for a total transaction of $1,364,352.00. Following the completion of the transaction, the executive vice president owned 55,782 shares in the company, valued at approximately $26,703,959.04. This represents a 4.86% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director John W. Stanton acquired 5,000 shares of the company’s stock in a transaction that occurred on Wednesday, February 18th. The stock was purchased at an average cost of $397.35 per share, for a total transaction of $1,986,750.00. Following the acquisition, the director owned 83,905 shares in the company, valued at approximately $33,339,651.75. This trade represents a 6.34% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. 0.03% of the stock is owned by corporate insiders.

Wall Street Analyst Weigh In

Several research firms have recently commented on MSFT. Royal Bank Of Canada reiterated an “outperform” rating and set a $640.00 target price on shares of Microsoft in a research note on Thursday, January 29th. Wall Street Zen downgraded shares of Microsoft from a “buy” rating to a “hold” rating in a research note on Sunday, January 18th. Wolfe Research decreased their price objective on shares of Microsoft from $625.00 to $530.00 and set an “outperform” rating for the company in a report on Thursday, January 29th. BMO Capital Markets cut their target price on shares of Microsoft from $625.00 to $575.00 and set an “outperform” rating on the stock in a research note on Thursday, January 29th. Finally, Rothschild & Co Redburn set a $450.00 price target on shares of Microsoft in a research report on Wednesday, January 21st. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-nine have assigned a Buy rating and four have given a Hold rating to the company’s stock. According to data from MarketBeat, Microsoft presently has a consensus rating of “Moderate Buy” and a consensus target price of $591.95.

Microsoft Price Performance

Shares of NASDAQ:MSFT opened at $392.74 on Monday. The company has a market cap of $2.92 trillion, a PE ratio of 24.56, a P/E/G ratio of 1.54 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 firm has a 50-day simple moving average of $443.56 and a 200 day simple moving average of $483.24. 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 EPS for the quarter, beating analysts’ consensus estimates of $3.86 by $0.28. The company had revenue of $81.27 billion during the quarter, compared to the consensus estimate of $80.28 billion. Microsoft had a return on equity of 32.34% and a net margin of 39.04%.Microsoft’s quarterly revenue was up 16.7% compared to the same quarter last year. During the same period in the previous year, the firm posted $3.23 earnings per share. On average, sell-side analysts anticipate that Microsoft Corporation will post 13.08 EPS for the current year.

Microsoft Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, March 12th. Investors of record on Thursday, February 19th will be paid a dividend of $0.91 per share. This represents a $3.64 dividend on an annualized basis and a yield of 0.9%. The ex-dividend date is Thursday, February 19th. Microsoft’s dividend payout ratio is presently 22.76%.

Microsoft Company 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).