Money Concepts Capital Corp Raises Holdings in Microsoft Corporation $MSFT

Money Concepts Capital Corp boosted its stake in shares of Microsoft Corporation (NASDAQ:MSFT) by 17.9% during the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 46,640 shares of the software giant’s stock after buying an additional 7,081 shares during the period. Microsoft makes up approximately 1.5% of Money Concepts Capital Corp’s holdings, making the stock its 10th largest holding. Money Concepts Capital Corp’s holdings in Microsoft were worth $24,157,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in MSFT. IRON Financial LLC raised its stake in shares of Microsoft by 23.2% during the third quarter. IRON Financial LLC now owns 6,510 shares of the software giant’s stock valued at $3,372,000 after acquiring an additional 1,225 shares in the last quarter. Wellington Capital Management Inc. bought a new stake in shares of Microsoft in the 2nd quarter valued at about $9,941,000. Sound View Wealth Advisors Group LLC lifted its position in shares of Microsoft by 2.6% in the 2nd quarter. Sound View Wealth Advisors Group LLC now owns 94,120 shares of the software giant’s stock worth $46,816,000 after purchasing an additional 2,373 shares during the period. Trifecta Capital Advisors LLC boosted its stake in shares of Microsoft by 2.3% during the third quarter. Trifecta Capital Advisors LLC now owns 70,175 shares of the software giant’s stock valued at $36,347,000 after purchasing an additional 1,572 shares in the last quarter. Finally, Weaver Capital Management LLC increased its holdings in Microsoft by 14.0% during the third quarter. Weaver Capital Management LLC now owns 18,340 shares of the software giant’s stock valued at $9,499,000 after buying an additional 2,247 shares during the period. 71.13% of the stock is owned by hedge funds and other institutional investors.

Microsoft Price Performance

NASDAQ:MSFT opened at $392.74 on Monday. The firm’s fifty day moving average is $443.56 and its two-hundred day moving average is $483.24. The firm has a market cap of $2.92 trillion, a price-to-earnings ratio of 24.56, a PEG ratio of 1.54 and a beta of 1.10. The company has a debt-to-equity ratio of 0.09, a quick ratio of 1.38 and a current ratio of 1.39. Microsoft Corporation has a one year low of $344.79 and a one year high of $555.45.

Microsoft (NASDAQ:MSFT) last issued its quarterly earnings data on Wednesday, January 28th. The software giant reported $4.14 earnings per share (EPS) for the quarter, beating 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 quarter in the previous year, the firm posted $3.23 EPS. The company’s revenue for the quarter was up 16.7% on a year-over-year basis. Research analysts expect 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. Shareholders of record on Thursday, February 19th will be given a $0.91 dividend. This represents a $3.64 annualized dividend and a yield of 0.9%. The ex-dividend date is Thursday, February 19th. Microsoft’s dividend payout ratio is currently 22.76%.

Insider Transactions at Microsoft

In related news, CEO Judson Althoff sold 12,750 shares of the firm’s stock in a transaction on Tuesday, December 2nd. The shares were sold at an average price of $491.52, for a total transaction of $6,266,880.00. Following the sale, the chief executive officer owned 129,349 shares in the company, valued at approximately $63,577,620.48. This trade represents a 8.97% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director John W. Stanton acquired 5,000 shares of the business’s stock in a transaction on Wednesday, February 18th. The stock was purchased at an average cost of $397.35 per share, with a total value of $1,986,750.00. Following the acquisition, the director directly owned 83,905 shares of the company’s stock, valued at $33,339,651.75. This represents a 6.34% increase in their position. The disclosure for this purchase is available in the SEC filing. Corporate insiders own 0.03% of the company’s stock.

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

Analyst Upgrades and Downgrades

Several research firms have issued reports on MSFT. KeyCorp cut their target price on Microsoft from $630.00 to $600.00 and set an “overweight” rating on the stock in a research note on Thursday, January 29th. DZ Bank reaffirmed a “buy” rating on shares of Microsoft in a report on Thursday, January 29th. UBS Group reissued an “outperform” rating on shares of Microsoft in a report on Thursday, January 29th. JPMorgan Chase & Co. reduced their target price on Microsoft from $575.00 to $550.00 and set an “overweight” rating for the company in a research note on Thursday, January 29th. Finally, Phillip Securities raised Microsoft from a “moderate buy” rating to a “strong-buy” rating in a research report on Sunday, February 1st. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-nine have assigned a Buy rating and four have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $591.95.

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).