Fulcrum Equity Management Has $1.73 Million Stock Position in Microsoft Corporation $MSFT

Fulcrum Equity Management increased its holdings in Microsoft Corporation (NASDAQ:MSFT) by 272.4% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 3,568 shares of the software giant’s stock after acquiring an additional 2,610 shares during the period. Microsoft comprises about 1.7% of Fulcrum Equity Management’s holdings, making the stock its 13th largest holding. Fulcrum Equity Management’s holdings in Microsoft were worth $1,726,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently bought and sold shares of the company. Longfellow Investment Management Co. LLC grew its position in Microsoft by 51.3% during 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 in the last quarter. Bayforest Capital Ltd purchased a new stake in Microsoft in the 3rd quarter worth approximately $38,000. LSV Asset Management purchased a new stake in Microsoft in the 4th quarter worth approximately $44,000. Sellwood Investment Partners LLC acquired a new stake in shares of Microsoft during the 3rd quarter valued at $49,000. Finally, University of Illinois Foundation acquired a new stake in shares of Microsoft during the 2nd quarter valued at $50,000. Hedge funds and other institutional investors own 71.13% of the company’s stock.

Insider Activity

In other Microsoft news, Director John W. Stanton bought 5,000 shares of the firm’s stock in a transaction that occurred on Wednesday, February 18th. The stock was purchased at an average price of $397.35 per share, for a total transaction of $1,986,750.00. Following the purchase, 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 ownership of the stock. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Kathleen T. Hogan sold 12,321 shares of the firm’s stock in a transaction that occurred on 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 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 position. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 0.03% of the company’s stock.

Microsoft Trading Up 0.3%

NASDAQ:MSFT opened at $383.04 on Tuesday. The company’s 50 day moving average is $416.96 and its 200-day moving average is $470.91. The company has a quick ratio of 1.38, a current ratio of 1.39 and a debt-to-equity ratio of 0.09. Microsoft Corporation has a 12 month low of $344.79 and a 12 month high of $555.45. The firm has a market cap of $2.84 trillion, a price-to-earnings ratio of 23.95, a P/E/G ratio of 1.49 and a beta of 1.10.

Microsoft (NASDAQ:MSFT) last posted its quarterly earnings data on Wednesday, January 28th. The software giant reported $4.14 earnings per share (EPS) for the quarter, topping the consensus estimate 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%. Microsoft’s quarterly revenue was up 16.7% compared to the same quarter last year. During the same period in the prior year, the firm earned $3.23 EPS. Equities analysts anticipate that Microsoft Corporation will post 13.08 EPS for the current year.

Microsoft Dividend Announcement

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 given a $0.91 dividend. 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 (DPR) is currently 22.76%.

Wall Street Analysts Forecast Growth

A number of equities analysts have recently weighed in on the stock. Robert W. Baird set a $540.00 price target on shares of Microsoft and gave the stock an “outperform” rating in a research note on Thursday, January 29th. JPMorgan Chase & Co. reduced their price objective on Microsoft from $575.00 to $550.00 and set an “overweight” rating for the company in a research report on Thursday, January 29th. KeyCorp lowered their target price on Microsoft from $630.00 to $600.00 and set an “overweight” rating on the stock in a research note on Thursday, January 29th. Piper Sandler reaffirmed an “overweight” rating and set a $600.00 price target (down from $650.00) on shares of Microsoft in a research note on Thursday, January 29th. Finally, Jefferies Financial Group reiterated a “buy” rating on shares of Microsoft in a report on Thursday, March 5th. Two analysts have rated the stock with a Strong Buy rating, thirty-nine have given a Buy rating and four have issued a Hold rating to the company’s stock. According to data from MarketBeat, Microsoft has a consensus rating of “Moderate Buy” and an average price target of $591.87.

Key Headlines Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Evercore flags upside to Azure revenue and highlights monetization levers (365 E7, Copilot pricing) that could lift cloud revenue and margins if adoption accelerates. Evercore highlights potential upside to Microsoft’s Azure revenue, discusses 365 E7, Copilot
• Positive Sentiment: Microsoft hired top AI researchers (Ali Farhadi, Hanna Hajishirzi, Ranjay Krishna) into Mustafa Suleyman’s team — a clear signal the company is doubling down on advanced AI R&D that could sustain long‑term product leadership. Microsoft hires former Ai2 CEO Ali Farhadi and key researchers for Suleyman’s AI team
• Positive Sentiment: Microsoft-backed Lace raised $40M to advance helium atom-beam lithography — a potential long-term strategic edge in chip tooling and supply for AI infrastructure. This is a small but strategic bet on semiconductor innovation that complements Azure/NV investment. Microsoft-backed startup raises $40 million for advanced chipmaking equipment tech
• Positive Sentiment: Microsoft is expanding AI-security and automation partnerships across Azure and Copilot workflows (Accenture, UiPath, others), which supports enterprise stickiness and cross-sell opportunities. Microsoft’s Expanding AI Security Partnerships Deepen Azure And Copilot Workflows
• Neutral Sentiment: Active ETFs and some dividend/AI ETFs continue to hold MSFT as a core position, providing steady institutional demand but not a near‑term catalyst. Active ETFs Surge Past Passive, and These Are in the Lead
• Neutral Sentiment: Specialized YieldMax ETFs that reference Microsoft carry embedded VIX/option risks — relevant to ETF holders but not a direct MSFT-company operational issue. YieldMax ETFs Tied to Berkshire and Microsoft Carry a Hidden ‘Vix Risk’ Most Holders Never See
• Negative Sentiment: Analysts warn the Copilot reorganization is a red flag — consolidation of teams and tighter gating of premium Copilot features raises short‑term execution risk and questions about monetization speed. Reorganization suggests Microsoft issues are mounting, analyst says
• Negative Sentiment: Melius Research reiterated concerns calling the Copilot shake‑up a “red flag,” contributing to cautious sentiment and pressuring the stock amid an already weak YTD performance. Melius analyst: Microsoft’s Copilot reorganization is a ‘red flag’
• Negative Sentiment: Broader tech/headline pressure (shares of MSFT, NVDA, MU moved sharply in recent sessions) and Windows emergency‑update reports add short‑term volatility risk as investors reassess AI capex and monetization timelines. Microsoft (MSFT), Nvidia (NVDA), and Micron (MU) Crash 10% Collectively. What is Going on?

About Microsoft

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).