Everpar Advisors LLC Purchases 1,411 Shares of Microsoft Corporation $MSFT

Everpar Advisors LLC increased its holdings in shares of Microsoft Corporation (NASDAQ:MSFT) by 6.5% in the fourth quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 22,959 shares of the software giant’s stock after purchasing an additional 1,411 shares during the quarter. Microsoft accounts for about 4.1% of Everpar Advisors LLC’s investment portfolio, making the stock its 4th largest holding. Everpar Advisors LLC’s holdings in Microsoft were worth $11,104,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Orgel Wealth Management LLC grew its stake in Microsoft by 6.0% during the fourth quarter. Orgel Wealth Management LLC now owns 5,197 shares of the software giant’s stock worth $2,513,000 after buying an additional 294 shares during the period. Bannerman Wealth Management Group LLC lifted its holdings in shares of Microsoft by 9.1% during the 4th quarter. Bannerman Wealth Management Group LLC now owns 1,126 shares of the software giant’s stock valued at $545,000 after acquiring an additional 94 shares in the last quarter. Crescent Sterling Ltd. boosted its position in Microsoft by 0.9% during the 4th quarter. Crescent Sterling Ltd. now owns 10,999 shares of the software giant’s stock worth $5,319,000 after purchasing an additional 101 shares during the period. Harbor Investment Advisory LLC increased its holdings in Microsoft by 3.3% in the 4th quarter. Harbor Investment Advisory LLC now owns 152,063 shares of the software giant’s stock valued at $73,541,000 after purchasing an additional 4,905 shares in the last quarter. Finally, CWA Asset Management Group LLC raised its position in Microsoft by 1.0% in the fourth quarter. CWA Asset Management Group LLC now owns 205,832 shares of the software giant’s stock valued at $99,544,000 after purchasing an additional 2,104 shares during the period. 71.13% of the stock is owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other Microsoft news, Director John W. Stanton acquired 5,000 shares of the firm’s stock in a transaction on Wednesday, February 18th. The stock was purchased at an average price of $397.35 per share, with a total value of $1,986,750.00. Following the completion of the acquisition, the director directly owned 83,905 shares in the company, valued at $33,339,651.75. This trade represents a 6.34% increase in their position. The purchase was disclosed in a legal filing with the SEC, which is accessible through the SEC website. Also, EVP Kathleen T. Hogan sold 12,321 shares of the stock in a transaction on Friday, March 6th. The stock was 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 ownership of the stock. The SEC filing for this sale provides additional information. Insiders own 0.03% of the company’s stock.

Wall Street Analyst Weigh In

MSFT has been the subject of a number of recent research reports. Scotiabank lowered their target price on Microsoft from $650.00 to $600.00 and set a “sector outperform” rating for the company in a research note on Thursday, January 29th. The Goldman Sachs Group reaffirmed a “buy” rating on shares of Microsoft in a research report on Thursday, February 12th. UBS Group decreased their target price on shares of Microsoft from $600.00 to $510.00 and set a “buy” rating for the company in a research note on Wednesday. Evercore dropped their price target on shares of Microsoft from $640.00 to $580.00 and set an “outperform” rating on the stock in a research note on Thursday, January 29th. Finally, Phillip Securities raised shares of Microsoft from a “moderate buy” rating to a “strong-buy” rating in a research report on Sunday, February 1st. Two analysts have rated the stock with a Strong Buy rating, thirty-eight have assigned a Buy rating and five have issued a Hold rating to the company. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $588.97.

Microsoft Price Performance

Shares of MSFT stock opened at $371.04 on Thursday. The firm has a fifty day moving average of $413.24 and a two-hundred day moving average of $469.35. The firm has a market cap of $2.76 trillion, a P/E ratio of 23.20, a P/E/G ratio of 1.47 and a beta of 1.10. Microsoft Corporation has a 1-year low of $344.79 and a 1-year high of $555.45. The company has a debt-to-equity ratio of 0.09, a current ratio of 1.39 and a quick ratio of 1.38.

Microsoft (NASDAQ:MSFT) last issued its quarterly earnings results on Wednesday, January 28th. The software giant reported $4.14 EPS for the quarter, topping the consensus estimate of $3.86 by $0.28. The business had revenue of $81.27 billion for the quarter, compared to analysts’ expectations of $80.28 billion. Microsoft had a net margin of 39.04% and a return on equity of 32.34%. The company’s quarterly revenue was up 16.7% compared to the same quarter last year. During the same quarter last year, the company posted $3.23 earnings per share. As a group, research analysts anticipate that Microsoft Corporation will post 13.08 earnings per share for the current fiscal year.

Microsoft Announces Dividend

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

More Microsoft News

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

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).