Microsoft Corporation $MSFT Shares Purchased by Patriot Financial Group Insurance Agency LLC

Patriot Financial Group Insurance Agency LLC raised its stake in shares of Microsoft Corporation (NASDAQ:MSFT) by 6.8% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 44,760 shares of the software giant’s stock after purchasing an additional 2,863 shares during the period. Microsoft accounts for 2.6% of Patriot Financial Group Insurance Agency LLC’s portfolio, making the stock its largest position. Patriot Financial Group Insurance Agency LLC’s holdings in Microsoft were worth $21,647,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds have also recently bought and sold shares of the stock. LifeWealth Investments LLC increased its position in Microsoft by 3.6% during the fourth quarter. LifeWealth Investments LLC now owns 10,051 shares of the software giant’s stock worth $4,861,000 after purchasing an additional 350 shares during the last quarter. Moss Adams Wealth Advisors LLC increased its position in Microsoft by 0.6% during the fourth quarter. Moss Adams Wealth Advisors LLC now owns 45,589 shares of the software giant’s stock worth $22,048,000 after purchasing an additional 266 shares during the last quarter. Boyum Wealth Architects LLC increased its position in Microsoft by 273.2% during the fourth quarter. Boyum Wealth Architects LLC now owns 2,131 shares of the software giant’s stock worth $993,000 after purchasing an additional 1,560 shares during the last quarter. Nabity Jensen Investment Management Inc increased its position in Microsoft by 0.7% during the fourth quarter. Nabity Jensen Investment Management Inc now owns 6,815 shares of the software giant’s stock worth $3,296,000 after purchasing an additional 46 shares during the last quarter. Finally, Trivium Point Advisory LLC increased its position in Microsoft by 4.8% during the fourth quarter. Trivium Point Advisory LLC now owns 66,385 shares of the software giant’s stock worth $32,105,000 after purchasing an additional 3,015 shares during the last quarter. Institutional investors and hedge funds own 71.13% of the company’s stock.

Wall Street Analyst Weigh In

MSFT has been the subject of several research analyst reports. Cantor Fitzgerald dropped their price target on shares of Microsoft to $502.00 and set an “overweight” rating for the company in a research report on Monday, April 27th. Dbs Bank dropped their price objective on shares of Microsoft from $678.00 to $573.00 in a research report on Thursday. Guggenheim reissued a “buy” rating and issued a $586.00 price objective on shares of Microsoft in a research report on Thursday, April 30th. New Street Research dropped their price objective on shares of Microsoft from $675.00 to $600.00 and set a “buy” rating for the company in a research report on Thursday, April 30th. Finally, Bank of America initiated coverage on shares of Microsoft in a research report on Tuesday, March 24th. They issued a “buy” rating and a $500.00 price objective for the company. One equities research analyst has rated the stock with a Strong Buy rating, thirty-eight have given a Buy rating and seven have given a Hold rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $562.69.

More Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft continues to draw bullish analyst commentary, with multiple firms raising or reaffirming price targets after the company’s strong earnings beat and Azure growth, reinforcing the view that core business momentum remains solid.
• Positive Sentiment: New reports suggest Microsoft’s AI ecosystem is still gaining traction, including partner milestones tied to Copilot and AI cloud services, which supports the case for continued enterprise adoption.
• Positive Sentiment: Several hedge funds and asset managers have recently added to Microsoft positions, indicating that some large investors still view MSFT as a long-term AI and cloud leader.
• Neutral Sentiment: Microsoft partnered with CAISI and AISI to advance AI model testing standards, a policy-and-safety focused update that may help its enterprise credibility but is unlikely to move the stock on its own.
• Neutral Sentiment: Reports that Microsoft is considering adjustments to its renewable-energy targets and offering voluntary retirement packages reflect ongoing cost and infrastructure pressures, but these items are more strategic than immediately material to revenue.
• Negative Sentiment: Market attention is centered on TCI’s reduced stake and the broader “AI anxiety” trade, with investors worried Microsoft may be spending heavily on AI infrastructure before the payoff becomes clearer.
• Negative Sentiment: Some commentary also points to temporary margin pressure from elevated AI and data-center spending, which could weigh on near-term profitability even as growth remains strong.

Microsoft Price Performance

Microsoft stock opened at $415.00 on Friday. The firm has a market capitalization of $3.08 trillion, a P/E ratio of 24.70, a PEG ratio of 1.50 and a beta of 1.10. The firm has a fifty day moving average of $396.79 and a 200-day moving average of $445.39. The company has a quick ratio of 1.27, a current ratio of 1.28 and a debt-to-equity ratio of 0.08. Microsoft Corporation has a 52-week low of $356.28 and a 52-week high of $555.45.

Microsoft (NASDAQ:MSFT) last announced its earnings results on Wednesday, April 29th. The software giant reported $4.27 earnings per share for the quarter, beating the consensus estimate of $4.06 by $0.21. The business had revenue of $82.89 billion during the quarter, compared to the consensus estimate of $81.44 billion. Microsoft had a net margin of 39.34% and a return on equity of 31.94%. The business’s quarterly revenue was up 18.3% compared to the same quarter last year. During the same period in the prior year, the firm earned $3.46 earnings per share. As a group, analysts predict that Microsoft Corporation will post 16.76 EPS for the current year.

Microsoft Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, June 11th. Stockholders of record on Thursday, May 21st will be paid a $0.91 dividend. The ex-dividend date is Thursday, May 21st. This represents a $3.64 annualized dividend and a dividend yield of 0.9%. Microsoft’s dividend payout ratio is 21.67%.

Insider Buying and Selling at Microsoft

In other news, Director John W. Stanton bought 5,000 shares of the firm’s stock in a transaction dated Wednesday, February 18th. The stock was acquired at an average cost of $397.35 per share, for a total transaction of $1,986,750.00. Following the completion of the purchase, the director 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 acquisition was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP Kathleen T. Hogan sold 12,321 shares of the company’s stock in a transaction on 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 transaction, the executive vice president owned 137,933 shares of the company’s stock, valued at $56,486,322.16. This trade represents a 8.20% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 0.03% of the stock is currently owned by corporate insiders.

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).