Microsoft Corporation $MSFT Stock Position Increased by CWA Asset Management Group LLC

CWA Asset Management Group LLC raised its stake in shares of Microsoft Corporation (NASDAQ:MSFT) by 1.0% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 205,832 shares of the software giant’s stock after buying an additional 2,104 shares during the quarter. Microsoft comprises about 3.6% of CWA Asset Management Group LLC’s investment portfolio, making the stock its 3rd biggest holding. CWA Asset Management Group LLC’s holdings in Microsoft were worth $99,544,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds have also added to or reduced their stakes in MSFT. BLVD Private Wealth LLC boosted its stake in Microsoft by 0.6% in the 3rd quarter. BLVD Private Wealth LLC now owns 3,169 shares of the software giant’s stock worth $1,641,000 after purchasing an additional 19 shares in the last quarter. Foundation Wealth Management LLC PA increased its stake in Microsoft by 1.6% during the 2nd 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 in the last quarter. Magnolia Capital Management Ltd. increased 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. ARK & TLK Investments LLC raised its holdings in Microsoft by 1.0% in the third quarter. ARK & TLK Investments LLC now owns 1,935 shares of the software giant’s stock worth $1,002,000 after buying an additional 20 shares during the last quarter. Finally, Rochester Wealth Strategies LLC raised its holdings in Microsoft by 2.9% in the third quarter. Rochester Wealth Strategies LLC now owns 700 shares of the software giant’s stock worth $363,000 after buying an additional 20 shares during the last quarter. 71.13% of the stock is owned by institutional investors.

Microsoft Stock Down 0.5%

Shares of Microsoft stock opened at $371.04 on Thursday. Microsoft Corporation has a twelve month low of $344.79 and a twelve month high of $555.45. 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 company’s 50 day moving average is $413.24 and its 200 day moving average is $469.35. The company has a market cap of $2.76 trillion, a price-to-earnings ratio of 23.20, a price-to-earnings-growth ratio of 1.47 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, topping analysts’ consensus estimates of $3.86 by $0.28. The business had revenue of $81.27 billion during the quarter, compared to the consensus estimate of $80.28 billion. Microsoft had a net margin of 39.04% and a return on equity of 32.34%. The firm’s revenue was up 16.7% on a year-over-year basis. During the same quarter in the previous year, the firm posted $3.23 EPS. Research analysts anticipate that Microsoft Corporation will post 13.08 EPS for the current year.

Microsoft Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, June 11th. Investors of record on Thursday, May 21st will be issued a $0.91 dividend. The ex-dividend date of this dividend is Thursday, May 21st. This represents a $3.64 annualized dividend and a dividend yield of 1.0%. Microsoft’s payout ratio is presently 22.76%.

Analysts Set New Price Targets

A number of equities research analysts have recently commented on the stock. KeyCorp cut their price target on shares of Microsoft from $630.00 to $600.00 and set an “overweight” rating on the stock in a report on Thursday, January 29th. Citigroup decreased their price objective on shares of Microsoft from $660.00 to $635.00 and set a “buy” rating for the company in a report on Thursday, January 29th. Robert W. Baird set a $540.00 target price on Microsoft and gave the company an “outperform” rating in a research note on Thursday, January 29th. DZ Bank reissued a “buy” rating on shares of Microsoft in a report on Thursday, January 29th. Finally, Daiwa Securities Group decreased their price target on Microsoft from $630.00 to $600.00 and set a “buy” rating for the company in a research note on Wednesday, February 4th. Two research 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’s stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $588.97.

Microsoft News Roundup

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: BofA reinstated coverage with a Buy and a $500 price target, highlighting Azure and Copilot as drivers for multiyear upside. BofA Projects 31% Rally
• Positive Sentiment: Microsoft and Nvidia unveiled an AI partnership aimed at accelerating nuclear-energy design and operations — a potential new commercial use case that underscores enterprise AI tailwinds. Microsoft, Nvidia Team Up To Build AI-Powered Nuclear Energy Future
• Neutral Sentiment: Leadership and HR changes (including the departure of Microsoft’s diversity chief and a wider HR reorganization) are underway — operationally important but with an unclear near-term impact on revenue. Microsoft’s diversity chief is leaving
• Negative Sentiment: MarketWatch reports this is MSFT’s worst quarter in 17 years, citing weak near-term trends in cloud and software that may not be quickly fixed — a primary driver of negative sentiment. Microsoft’s stock is having its worst quarter in 17 years
• Negative Sentiment: UBS trimmed its 12‑month price target (from $600 to $510), flagging investor scrutiny on M365 and Copilot monetization — a sign analysts see slower near-term upside even if long‑term views remain constructive. Microsoft price target lowered on M365, Copilot questions
• Negative Sentiment: OpenAI’s investor document lists heavy reliance on Microsoft for financing and compute as a top risk — this disclosure increases perceived counterparty/partner concentration risk. OpenAI Flags Microsoft as ‘Top Risk’
• Negative Sentiment: Coverage noting Copilot retention/monetization issues and rising AI infrastructure spending suggests the stock will need clearer product traction or margin evidence to resume a sustainable rally. Microsoft Shows “Sense of Urgency,” But MSFT Stock Will Only Rally on This Condition

Insiders Place Their Bets

In other news, Director John W. Stanton acquired 5,000 shares of Microsoft stock in a transaction that occurred on Wednesday, February 18th. The stock was bought at an average price of $397.35 per share, for a total transaction of $1,986,750.00. Following the completion of the transaction, the director owned 83,905 shares in the company, valued at $33,339,651.75. The trade was a 6.34% increase in their ownership of the stock. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Kathleen T. Hogan sold 12,321 shares of the stock in a transaction dated Friday, March 6th. The shares were sold at an average price of $409.52, for a total value of $5,045,695.92. Following the completion of the transaction, the executive vice president directly owned 137,933 shares in the company, valued at approximately $56,486,322.16. This represents a 8.20% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 0.03% of the stock is currently owned by corporate insiders.

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).