Microsoft Corporation $MSFT is Angeles Wealth Management LLC’s 10th Largest Position

Angeles Wealth Management LLC increased its position in Microsoft Corporation (NASDAQ:MSFT) by 5.0% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 89,128 shares of the software giant’s stock after purchasing an additional 4,207 shares during the period. Microsoft makes up approximately 2.8% of Angeles Wealth Management LLC’s holdings, making the stock its 10th biggest position. Angeles Wealth Management LLC’s holdings in Microsoft were worth $46,164,000 at the end of the most recent reporting period.

Several other institutional investors also recently bought and sold shares of the company. WFA Asset Management Corp grew its holdings in shares of Microsoft by 27.0% during the first quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant’s stock valued at $427,000 after buying an additional 216 shares during the last quarter. Ironwood Wealth Management LLC. raised its holdings in Microsoft by 0.3% in the 2nd quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant’s stock worth $5,658,000 after acquiring an additional 38 shares during the last quarter. Discipline Wealth Solutions LLC raised its holdings in Microsoft by 410.4% in the 3rd quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant’s stock worth $1,144,000 after acquiring an additional 2,138 shares during the last quarter. Wealth Group Ltd. lifted its position in Microsoft by 1.2% in the 4th quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant’s stock valued at $1,000,000 after acquiring an additional 28 shares in the last quarter. Finally, Eagle Capital Management LLC boosted its stake in Microsoft by 0.4% during the 4th quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant’s stock valued at $9,735,000 after purchasing an additional 96 shares during the last quarter. 71.13% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

A number of analysts have recently issued reports on MSFT shares. BMO Capital Markets dropped their price target on shares of Microsoft from $625.00 to $575.00 and set an “outperform” rating on the stock in a report on Thursday, January 29th. Sanford C. Bernstein restated an “outperform” rating and set a $641.00 price target (down from $645.00) on shares of Microsoft in a research note on Thursday, January 29th. Guggenheim reaffirmed a “buy” rating and set a $586.00 price target on shares of Microsoft in a research report on Thursday, January 22nd. Wolfe Research lowered their price objective on shares of Microsoft from $625.00 to $530.00 and set an “outperform” rating on the stock in a research note on Thursday, January 29th. Finally, Royal Bank Of Canada reissued an “outperform” rating on shares of Microsoft in a report on Monday, March 2nd. Two equities research analysts have rated the stock with a Strong Buy rating, forty 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 an average rating of “Moderate Buy” and an average target price of $591.95.

Trending Headlines about Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Sell‑side support remains strong — several firms have reiterated buys/outperform and bullish price targets, which underpins long‑term investor confidence. William Blair reiterates Outperform on Microsoft
• Positive Sentiment: Product/AI momentum — Microsoft is rolling out Copilot Health, agentic Copilot features across Office apps, and the new Microsoft 365 E7 AI bundle (adds Anthropic Claude Cowork, Agent 365, Entra), all of which support higher‑value commercial monetization and stickier cloud revenue. Copilot Health paves path to medical superintelligence
• Positive Sentiment: Social and trader sentiment is highlighting agentic Copilot and AI infrastructure leadership as reasons for near‑term support and potential upside if resistance breaks. Quiver Quant summary of Agentic Copilot buzz
• Neutral Sentiment: Xbox roadmap and gaming hardware (Project Helix prototypes to developers in 2027) bolster long‑term diversification but have limited near‑term revenue impact. CNBC on Project Helix
• Neutral Sentiment: Analyst price targets remain elevated (median targets well above current levels) and institutional positioning is mixed — supportive for a medium‑term recovery but not an immediate catalyst. Zacks on analyst views
• Negative Sentiment: High and rising capital expenditures for AI data centers are a near‑term earnings headwind; investor letters and coverage flag capex intensity as a reason MSFT has underperformed peers despite strong top‑line growth. InsiderMonkey on data center capex concerns
• Negative Sentiment: Leadership change — Rajesh Jha, a senior exec tied to Office/Copilot rollouts, is retiring; markets tend to discount execution risk when key product leaders depart. Reuters on Rajesh Jha retirement
• Negative Sentiment: Regulatory/political risk — Microsoft’s public support for Anthropic in its legal fight with the Pentagon raises short‑term uncertainty around government contracting and could create customer/contract exposure. FT: Microsoft backs Anthropic vs Pentagon
• Negative Sentiment: Macro and market‑structure risk — rotation out of megacap tech and warnings about midterm‑year volatility are pressuring MSFT along with peers. Technical support levels around the recent pullback are being watched by traders. MarketBeat mid‑March market warning

Insiders Place Their Bets

In related news, EVP Kathleen T. Hogan sold 12,321 shares of the firm’s stock in a transaction on Friday, March 6th. The stock was sold at an average price of $409.52, for a total value of $5,045,695.92. Following the completion of 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 ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director John W. Stanton acquired 5,000 shares of the company’s stock in a transaction on Wednesday, February 18th. The shares were purchased at an average cost of $397.35 per share, with a total value of $1,986,750.00. Following the completion of the purchase, the director directly owned 83,905 shares of the company’s stock, valued at $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 company insiders.

Microsoft Price Performance

Shares of NASDAQ:MSFT opened at $401.86 on Friday. 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 fifty-two week low of $344.79 and a fifty-two week high of $555.45. The firm has a fifty day moving average price of $429.01 and a 200 day moving average price of $476.96. The firm has a market cap of $2.98 trillion, a price-to-earnings ratio of 25.13, a P/E/G ratio of 1.58 and a beta of 1.10.

Microsoft (NASDAQ:MSFT) last posted 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. Microsoft had a return on equity of 32.34% and a net margin of 39.04%.The firm had revenue of $81.27 billion during the quarter, compared to the consensus estimate of $80.28 billion. During the same period in the prior year, the company earned $3.23 EPS. The company’s quarterly revenue was up 16.7% compared to the same quarter last year. As a group, sell-side analysts expect that Microsoft Corporation will post 13.08 earnings per share for the current fiscal year.

Microsoft Announces Dividend

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

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).