Microsoft Corporation $MSFT Stock Position Boosted by Burney Co.

Burney Co. grew its holdings in Microsoft Corporation (NASDAQ:MSFT) by 13.4% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 162,488 shares of the software giant’s stock after acquiring an additional 19,189 shares during the period. Microsoft comprises approximately 2.4% of Burney Co.’s holdings, making the stock its 5th biggest holding. Burney Co.’s holdings in Microsoft were worth $78,582,000 as of its most recent SEC filing.

A number of other hedge funds have also made changes to their positions in the business. Legacy Financial Strategies LLC raised its stake in shares of Microsoft by 0.8% in the 4th quarter. Legacy Financial Strategies LLC now owns 9,961 shares of the software giant’s stock valued at $4,818,000 after acquiring an additional 75 shares during the period. U.S. Capital Wealth Advisors LLC raised its stake in shares of Microsoft by 1.2% in the 4th quarter. U.S. Capital Wealth Advisors LLC now owns 122,602 shares of the software giant’s stock valued at $59,293,000 after acquiring an additional 1,449 shares during the period. PMG Wealth Management Inc. raised its stake in shares of Microsoft by 0.9% in the 4th quarter. PMG Wealth Management Inc. now owns 4,049 shares of the software giant’s stock valued at $1,958,000 after acquiring an additional 37 shares during the period. Blue Sky Capital Consultants Group Inc. raised its stake in shares of Microsoft by 5.3% in the 4th quarter. Blue Sky Capital Consultants Group Inc. now owns 11,963 shares of the software giant’s stock valued at $5,786,000 after acquiring an additional 601 shares during the period. Finally, Greenup Street Wealth Management LLC grew its holdings in Microsoft by 50.5% during the 4th quarter. Greenup Street Wealth Management LLC now owns 14,560 shares of the software giant’s stock valued at $7,041,000 after purchasing an additional 4,888 shares in the last quarter. Hedge funds and other institutional investors own 71.13% of the company’s stock.

Wall Street Analysts Forecast Growth

MSFT has been the subject of a number of recent analyst reports. BMO Capital Markets lowered their price target on shares of Microsoft from $575.00 to $505.00 and set an “outperform” rating for the company in a report on Tuesday. Wall Street Zen lowered shares of Microsoft from a “buy” rating to a “hold” rating in a report on Sunday, January 18th. Wells Fargo & Company raised their price target on shares of Microsoft from $615.00 to $625.00 and gave the company an “overweight” rating in a report on Thursday. Daiwa Securities Group lowered their price target on shares of Microsoft from $630.00 to $600.00 and set a “buy” rating for the company in a report on Wednesday, February 4th. Finally, Citigroup raised their price target on shares of Microsoft from $600.00 to $620.00 and gave the company a “buy” rating in a report on Thursday. One analyst has rated the stock with a Strong Buy rating, thirty-eight have assigned a Buy rating and five have given a Hold rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $558.67.

Key Stories Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Q3 beat and AI/cloud momentum — MSFT beat EPS and revenue expectations, Azure/cloud growth accelerated ~40% and management cited an AI revenue run‑rate near $37B, supporting the long‑term growth story. Microsoft Q3 press release and transcript
• Positive Sentiment: Analysts largely remain bullish — multiple firms reaffirmed Buy/Outperform ratings and some raised targets (Wells Fargo, Piper Sandler and others), reflecting confidence in Azure and AI monetization. Microsoft Wins Buy Rating on Strong AI-Driven Cloud Momentum
• Positive Sentiment: Product traction: Copilot & LinkedIn monetization — management said paid Copilot users and LinkedIn AI hiring products are scaling, which supports higher recurring AI revenue potential. Microsoft says it has over 20m paid Copilot users
• Neutral Sentiment: Wall Street is split — some firms trimmed targets on valuation/spending concerns while others lifted targets on stronger AI monetization; expect continued divergent analyst commentary and price‑target revisions. Wall Street Splits on Microsoft After Earnings
• Neutral Sentiment: Options activity shows speculative bullish interest — unusually large call volume suggests some traders are betting on a rebound even as the stock trades lower (this can amplify intraday moves).
• Negative Sentiment: Heavy capex & margin/cash‑flow concerns — MSFT raised 2026 capex guidance toward ~\$190B and noted a meaningful jump in infrastructure spending; investors sold into the beat, fearing pressure on free cash flow and near‑term returns. Microsoft Falls 5% Despite Q3 Beat: Why $190 Billion in AI Spending Has Investors Worried
• Negative Sentiment: Near‑term target trims and one‑time charges — several firms trimmed targets and Microsoft disclosed charges (e.g., voluntary retirement program) and other near‑term costs, adding to headline risk. Cantor Fitzgerald Cuts Microsoft Price Target

Insider Activity

In other news, Director John W. Stanton acquired 5,000 shares of the business’s stock in a transaction that occurred on Wednesday, February 18th. The shares were purchased at an average cost of $397.35 per share, for a total transaction of $1,986,750.00. Following the transaction, 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 acquisition was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Kathleen T. Hogan sold 12,321 shares of Microsoft stock in a transaction dated Friday, March 6th. The shares were sold at an average price of $409.52, for a total transaction of $5,045,695.92. Following the completion of the sale, the executive vice president owned 137,933 shares in the company, valued at approximately $56,486,322.16. This represents a 8.20% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 0.03% of the company’s stock.

Microsoft Trading Down 3.9%

NASDAQ MSFT opened at $407.78 on Friday. Microsoft Corporation has a one year low of $356.28 and a one year high of $555.45. The company has a 50-day simple moving average of $395.28 and a 200-day simple moving average of $448.37. The company has a debt-to-equity ratio of 0.09, a quick ratio of 1.38 and a current ratio of 1.39. The firm has a market capitalization of $3.03 trillion, a PE ratio of 24.27, a price-to-earnings-growth ratio of 1.60 and a beta of 1.11.

Microsoft (NASDAQ:MSFT) last posted its quarterly earnings results on Wednesday, April 29th. The software giant reported $4.27 EPS for the quarter, beating the consensus estimate of $4.06 by $0.21. Microsoft had a net margin of 39.34% and a return on equity of 33.00%. The business had revenue of $82.89 billion during the quarter, compared to analyst estimates of $81.44 billion. During the same period in the previous year, the business posted $3.46 EPS. The company’s quarterly revenue was up 18.3% on a year-over-year basis. On average, equities analysts forecast that Microsoft Corporation will post 16.54 earnings per share for the current year.

Microsoft Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, June 11th. Stockholders 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 0.9%. Microsoft’s payout ratio is 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).