Microsoft Corporation $MSFT Shares Bought by Western Wealth Management LLC

Western Wealth Management LLC grew its holdings in shares of Microsoft Corporation (NASDAQ:MSFT) by 2.8% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 82,491 shares of the software giant’s stock after purchasing an additional 2,280 shares during the period. Microsoft makes up 2.3% of Western Wealth Management LLC’s portfolio, making the stock its 7th biggest holding. Western Wealth Management LLC’s holdings in Microsoft were worth $42,726,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also made changes to their positions in the business. WFA Asset Management Corp boosted its stake in shares of Microsoft by 27.0% during the 1st quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant’s stock worth $427,000 after acquiring an additional 216 shares in the last quarter. Ironwood Wealth Management LLC. raised its position in shares of Microsoft by 0.3% during the second quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant’s stock worth $5,658,000 after purchasing an additional 38 shares during the period. Discipline Wealth Solutions LLC lifted its holdings in shares of Microsoft by 410.4% during the third quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant’s stock valued at $1,144,000 after purchasing an additional 2,138 shares during the last quarter. Wealth Group Ltd. lifted its holdings in shares of Microsoft by 1.2% during the fourth quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant’s stock valued at $1,000,000 after purchasing an additional 28 shares during the last quarter. Finally, Eagle Capital Management LLC boosted its position in shares of Microsoft by 0.4% in the 4th quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant’s stock valued at $9,735,000 after purchasing an additional 96 shares during the period. 71.13% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

Several research firms have issued reports on MSFT. Rothschild & Co Redburn set a $450.00 price objective on Microsoft in a report on Wednesday, January 21st. Wolfe Research decreased their target price on shares of Microsoft from $625.00 to $530.00 and set an “outperform” rating for the company in a report on Thursday, January 29th. Sanford C. Bernstein reissued an “outperform” rating and issued a $641.00 target price (down from $645.00) on shares of Microsoft in a research report on Thursday, January 29th. Wells Fargo & Company reduced their price target on shares of Microsoft from $630.00 to $615.00 and set an “overweight” rating for the company in a research report on Thursday, January 29th. Finally, Evercore decreased their price objective on shares of Microsoft from $640.00 to $580.00 and set an “outperform” rating for the company in a research note on Thursday, January 29th. Two analysts have rated the stock with a Strong Buy rating, thirty-nine have given a Buy rating and four have assigned a Hold rating to the company. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $591.95.

More Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Jefferies reiterates Microsoft as an AI market leader, saying MSFT is well positioned to capture rising enterprise AI spending — a bullish analyst view that supports investor confidence. ‘Microsoft Will Be the AI Winner,’ Says Jefferies
• Positive Sentiment: OpenAI’s large funding round is seen as easing worries around Microsoft’s OpenAI-linked exposure and gives MSFT “breathing room” for the partnership — a sentiment boost for the stock. OpenAI Funding Gives Microsoft (MSFT) Stock Breathing Space
• Positive Sentiment: New commercial deals and partnerships expand enterprise AI use-cases for Azure — notably a memorandum with Codelco to explore AI/automation in mining, which validates MSFT’s industrial AI TAM. Codelco, Microsoft sign AI deal for mining operations
• Positive Sentiment: Broader AI infrastructure demand remains strong (chip makers raising forecasts), implying continued cloud and Azure capacity spending from hyperscalers like Microsoft. This macro tailwind supports data-center related revenue. Broadcom sees revenue above estimates as AI fuels custom chip demand
• Neutral Sentiment: Microsoft says Anthropic products remain available to customers despite a Pentagon security designation, reducing risk of immediate commercial disruption but leaving policy uncertainty unresolved. Microsoft says Anthropic’s products can remain available to customers after security risk designation
• Neutral Sentiment: Market commentators debate whether the recent MSFT pullback (capex/margin concerns vs. long‑term AI upside) creates a buying opportunity — this fuels both bargain-hunting and caution among investors. Down 15% in 2026, Should You Buy the Dip in Microsoft Stock?
• Negative Sentiment: Japan’s antitrust authority raided Microsoft’s Tokyo offices over suspected monopoly abuse — a regulatory probe that increases execution risk and could pressure the shares if it escalates. Microsoft Faces Japan Antitrust Probe As Gaming Shifts And AI Deals Grow
• Negative Sentiment: Customer and operator complaints about widespread Outlook email blocking highlight service/friction risks that could attract regulatory or reputational scrutiny. Microsoft Draws Internet Ire Over Wave of Email Blocking
• Negative Sentiment: Some shops have trimmed ratings/targets and debate valuation after a steep market cap decline — analyst downgrades and macro risk (rates, geopolitics) can keep selling pressure near term. Melius Research and Stifel Downgrade Microsoft Corporation (MSFT) to Hold

Microsoft Stock Up 1.4%

Microsoft stock opened at $410.68 on Friday. Microsoft Corporation has a twelve month low of $344.79 and a twelve month high of $555.45. 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 cap of $3.05 trillion, a PE ratio of 25.68, a P/E/G ratio of 1.58 and a beta of 1.10. The firm’s 50 day moving average price is $436.98 and its two-hundred day moving average price is $480.53.

Microsoft (NASDAQ:MSFT) last posted its quarterly earnings results on Wednesday, January 28th. The software giant reported $4.14 EPS for the quarter, beating the consensus estimate of $3.86 by $0.28. Microsoft had a net margin of 39.04% and a return on equity of 32.34%. The business had revenue of $81.27 billion for the quarter, compared to analysts’ expectations of $80.28 billion. During the same period in the previous year, the company posted $3.23 EPS. Microsoft’s revenue was up 16.7% on a year-over-year basis. On average, research analysts predict that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

Insiders Place Their Bets

In other news, Director John W. Stanton bought 5,000 shares of the company’s stock in a transaction on Wednesday, February 18th. The shares were bought at an average cost of $397.35 per share, with a total value of $1,986,750.00. Following the transaction, the director directly owned 83,905 shares in the company, valued at approximately $33,339,651.75. This trade represents a 6.34% increase in their position. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. 0.03% of the stock is currently owned by 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).