Gerald Baker Financial Group LLC Makes New Investment in Microsoft Corporation $MSFT

Gerald Baker Financial Group LLC bought a new position in shares of Microsoft Corporation (NASDAQ:MSFT) during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund bought 19,032 shares of the software giant’s stock, valued at approximately $7,045,000. Microsoft comprises about 2.4% of Gerald Baker Financial Group LLC’s holdings, making the stock its 13th biggest position.

Other large investors also recently modified their holdings of the company. Longfellow Investment Management Co. LLC raised its position in Microsoft by 51.3% in the second quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant’s stock valued at $29,000 after purchasing an additional 20 shares during the last quarter. Bernzott Capital Advisors bought a new stake in shares of Microsoft during the fourth quarter worth about $34,000. Timmons Wealth Management LLC bought a new stake in shares of Microsoft during the fourth quarter worth about $36,000. Fairway Wealth LLC increased its stake in shares of Microsoft by 287.0% in the fourth quarter. Fairway Wealth LLC now owns 89 shares of the software giant’s stock valued at $43,000 after buying an additional 66 shares during the period. Finally, LSV Asset Management acquired a new position in shares of Microsoft in the fourth quarter valued at approximately $44,000. 71.13% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

Several research firms recently commented on MSFT. Argus cut their target price on shares of Microsoft from $620.00 to $510.00 and set a “buy” rating on the stock in a research report on Friday, July 10th. Wedbush restated an “outperform” rating and issued a $575.00 price target on shares of Microsoft in a research report on Wednesday, May 13th. CLSA reaffirmed an “outperform” rating on shares of Microsoft in a research note on Thursday. DZ Bank reiterated a “buy” rating on shares of Microsoft in a report on Thursday, April 30th. Finally, DA Davidson reissued a “buy” rating and issued a $550.00 price objective on shares of Microsoft in a research note on Thursday. Forty-two research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $558.64.

Insider Buying and Selling at Microsoft

In other news, EVP Amy Coleman sold 1,262 shares of the business’s stock in a transaction dated Thursday, May 14th. The stock was sold at an average price of $411.34, for a total value of $519,111.08. Following the transaction, the executive vice president directly owned 46,003 shares of the company’s stock, valued at $18,922,874.02. The trade was a 2.67% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CEO Judson Althoff sold 15,500 shares of the company’s stock in a transaction dated Monday, June 1st. The shares were sold at an average price of $460.99, for a total value of $7,145,345.00. Following the sale, the chief executive officer owned 110,477 shares in the company, valued at approximately $50,928,792.23. The trade was a 12.30% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 23,762 shares of company stock valued at $10,508,361. 0.03% of the stock is currently owned by insiders.

Microsoft News Summary

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Azure growth exceeded expectations. Azure revenue increased 43% year over year, and annual Azure sales surpassed $100 billion for the first time. Management also guided to approximately 45% Azure growth in the next quarter, reinforcing confidence in Microsoft’s cloud and enterprise AI demand. Microsoft Shares Jump After Strong Outlook and Solid AI-Driven Growth
• Positive Sentiment: The earnings beat was substantial. Microsoft reported quarterly revenue of $90.01 billion and adjusted EPS of $4.74, above analyst estimates of $87.62 billion and $4.24, respectively. Net income reportedly rose 31%, while revenue increased about 18% year over year. Microsoft Q4 Earnings Beat Estimates as Cloud and AI Drive Results
• Positive Sentiment: AI monetization and financial discipline eased investor concerns. Microsoft 365 Copilot surpassed 30 million paid seats, its commercial remaining performance obligation reached $678 billion—up 84% year over year—and management held its capital-expenditure outlook broadly steady while emphasizing continued cash generation. Investors viewed this as a better balance between infrastructure investment and returns than some peers have demonstrated. Microsoft Eases AI Spending Concerns
• Neutral Sentiment: Analysts largely reaffirmed bullish views, with several price-target increases, although estimates remain wide. Microsoft’s stock is now trading well above its 50-day and 200-day moving averages after a historic rally, raising the possibility of increased volatility or profit-taking.
• Negative Sentiment: Microsoft continues to face risks from data-center power constraints, chip costs, regulatory scrutiny and the enormous scale of AI investment. A reported cloud-security flaw that could have exposed customers adds another operational concern. Cyber Firm Wiz Reports Microsoft Cloud Flaw
• Negative Sentiment: Several law firms publicized a securities class-action lawsuit concerning investors who purchased Microsoft shares between May 1, 2025, and January 28, 2026, with an August 11 lead-plaintiff deadline. Such announcements may create reputational and legal overhang, although they have not offset the earnings-driven optimism. Microsoft Securities Class Action Deadline

Microsoft Stock Up 3.0%

Shares of NASDAQ MSFT opened at $464.72 on Friday. The company has a market capitalization of $3.45 trillion, a P/E ratio of 25.88, a price-to-earnings-growth ratio of 1.41 and a beta of 1.13. Microsoft Corporation has a 52-week low of $349.20 and a 52-week high of $555.45. The company has a debt-to-equity ratio of 0.07, a quick ratio of 1.27 and a current ratio of 1.23. The company’s 50 day moving average price is $397.99 and its 200-day moving average price is $405.96.

Microsoft (NASDAQ:MSFT) last posted its quarterly earnings data on Wednesday, July 29th. The software giant reported $4.74 earnings per share for the quarter, topping the consensus estimate of $4.24 by $0.50. Microsoft had a net margin of 40.31% and a return on equity of 31.98%. The company had revenue of $90.01 billion during the quarter, compared to analysts’ expectations of $87.62 billion. During the same period in the prior year, the company posted $3.65 earnings per share. Microsoft’s revenue for the quarter was up 17.7% compared to the same quarter last year. Equities analysts forecast that Microsoft Corporation will post 19.53 earnings per share for the current year.

Microsoft Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Thursday, August 20th will be given a dividend of $0.91 per share. The ex-dividend date of this dividend is Thursday, August 20th. This represents a $3.64 dividend on an annualized basis and a yield of 0.8%. Microsoft’s dividend payout ratio is 20.27%.

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).