Microsoft Corporation $MSFT Shares Bought by KFA Private Wealth Group LLC

KFA Private Wealth Group LLC lifted its position in shares of Microsoft Corporation (NASDAQ:MSFT) by 32.9% during the 4th quarter, Holdings Channel.com reports. The fund owned 7,499 shares of the software giant’s stock after buying an additional 1,856 shares during the period. Microsoft makes up 0.9% of KFA Private Wealth Group LLC’s holdings, making the stock its 22nd largest holding. KFA Private Wealth Group LLC’s holdings in Microsoft were worth $3,626,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds have also modified their holdings of MSFT. Longfellow Investment Management Co. LLC boosted its position in shares of Microsoft by 51.3% in the 2nd quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant’s stock worth $29,000 after buying an additional 20 shares in the last quarter. Bayforest Capital Ltd purchased a new position in Microsoft during the 3rd quarter valued at about $38,000. LSV Asset Management acquired a new position in Microsoft during the fourth quarter worth about $44,000. Sellwood Investment Partners LLC purchased a new stake in shares of Microsoft in the third quarter valued at about $49,000. Finally, University of Illinois Foundation purchased a new stake in shares of Microsoft in the second quarter valued at about $50,000. Institutional investors and hedge funds own 71.13% of the company’s stock.

Insider Activity

In other news, EVP Kathleen T. Hogan sold 12,321 shares of the 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 transaction, the executive vice president directly owned 137,933 shares in the company, valued at $56,486,322.16. This represents a 8.20% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, 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 bought at an average cost of $397.35 per share, for a total transaction of $1,986,750.00. Following the completion of the transaction, the director directly owned 83,905 shares of the company’s stock, valued at approximately $33,339,651.75. The trade was a 6.34% increase in their position. The SEC filing for this purchase provides additional information. 0.03% of the stock is owned by insiders.

Key Headlines Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: BofA reinstated coverage with a Buy rating and a $500 target, arguing Azure and Copilot momentum justify material upside — a prominent bullish signal for long‑term investors. BofA projects 31% rally
• Positive Sentiment: Unusual call‑option volume shows traders are buying at‑the‑money and slightly OTM calls today — a short‑term bullish signal that some investors expect a rebound or are hedging for upside. Investors piling into MSFT calls
• Positive Sentiment: Talent hires for Microsoft’s advanced AI teams (including experienced researchers under Mustafa Suleyman) reinforce MSFT’s long‑term AI capability and product road map. Microsoft hires AI researchers
• Neutral Sentiment: Microsoft agreed to rent a large Texas data‑center project that Oracle/OpenAI abandoned — this expands capacity but highlights industry competition for sites and local community approval challenges. Microsoft to rent Texas data center
• Neutral Sentiment: Microsoft President Brad Smith’s comments on investing in nuclear power and building AI guardrails signal long‑term infrastructure and safety focus — supportive for sustainability and compliance, but not an immediate earnings catalyst. Brad Smith on nuclear investment
• Neutral Sentiment: Multiple short‑interest entries in feeds show anomalous/zero values (likely data noise) and do not indicate a meaningful rise in shorts today.
• Negative Sentiment: OpenAI’s investor document flagged heavy dependence on Microsoft for funding and compute as a top risk — that disclosure raised concerns about the partnership’s stability and potential revenue recognition or strategic risk. OpenAI flags Microsoft dependence
• Negative Sentiment: News reports and analyst commentary point to a weak near‑term outlook and MSFT hitting new lows, triggering selling pressure as investors reassess near‑term growth vs. rising costs. Microsoft hits new low amid weak outlook
• Negative Sentiment: Melius and other analysts flagged reorganization of Copilot and broader heavy CapEx for AI as execution risks — investors worry monetization of Copilot and the $100–120B+ infrastructure spend will pressure margins before benefits materialize. Melius: Copilot reorg red flag

Analyst Ratings Changes

Several analysts have recently commented on the stock. Daiwa Securities Group lowered their price target on shares of Microsoft from $630.00 to $600.00 and set a “buy” rating on the stock in a research report on Wednesday, February 4th. Scotiabank reduced their target price on Microsoft from $650.00 to $600.00 and set a “sector outperform” rating on the stock in a research note on Thursday, January 29th. DZ Bank reiterated a “buy” rating on shares of Microsoft in a report on Thursday, January 29th. BMO Capital Markets cut their price target on Microsoft from $625.00 to $575.00 and set an “outperform” rating for the company in a report on Thursday, January 29th. Finally, Oppenheimer restated an “outperform” rating on shares of Microsoft in a research report on Thursday, January 29th. Two analysts have rated the stock with a Strong Buy rating, thirty-nine have assigned a Buy rating and four have issued a Hold rating to the company. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $591.34.

Microsoft Stock Down 2.7%

MSFT stock opened at $372.74 on Wednesday. The company has a 50 day moving average price of $415.00 and a two-hundred day moving average price of $470.04. 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 stock has a market capitalization of $2.77 trillion, a P/E ratio of 23.31, a PEG ratio of 1.50 and a beta of 1.10. Microsoft Corporation has a one year low of $344.79 and a one year high of $555.45.

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

Microsoft Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, June 11th. Shareholders of record on Thursday, May 21st will be paid a $0.91 dividend. This represents a $3.64 dividend on an annualized basis and a yield of 1.0%. The ex-dividend date of this dividend is Thursday, May 21st. Microsoft’s dividend payout ratio (DPR) is presently 22.76%.

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).