Wealth Advisors of Tampa Bay LLC Has $13.81 Million Stock Holdings in Microsoft Corporation $MSFT

Wealth Advisors of Tampa Bay LLC raised its holdings in Microsoft Corporation (NASDAQ:MSFT) by 28.6% during the third quarter, HoldingsChannel.com reports. The fund owned 26,669 shares of the software giant’s stock after purchasing an additional 5,927 shares during the period. Microsoft makes up about 4.6% of Wealth Advisors of Tampa Bay LLC’s holdings, making the stock its 2nd biggest holding. Wealth Advisors of Tampa Bay LLC’s holdings in Microsoft were worth $13,813,000 at the end of the most recent quarter.

Other institutional investors have also recently bought and sold shares of the company. M Holdings Securities Inc. bought a new position in shares of Microsoft in the third quarter worth about $7,038,000. Maia Wealth LLC grew its holdings in shares of Microsoft by 9.3% during the 3rd quarter. Maia Wealth LLC now owns 22,692 shares of the software giant’s stock valued at $11,482,000 after purchasing an additional 1,936 shares during the last quarter. Main Street Research LLC grew its holdings in shares of Microsoft by 77.6% during the 3rd quarter. Main Street Research LLC now owns 168,164 shares of the software giant’s stock valued at $87,101,000 after purchasing an additional 73,462 shares during the last quarter. Nicolet Advisory Services LLC increased its position in Microsoft by 0.4% during the 3rd quarter. Nicolet Advisory Services LLC now owns 50,759 shares of the software giant’s stock worth $26,597,000 after purchasing an additional 179 shares in the last quarter. Finally, Nicolet Bankshares Inc. increased its position in Microsoft by 1.1% during the 3rd quarter. Nicolet Bankshares Inc. now owns 30,288 shares of the software giant’s stock worth $15,688,000 after purchasing an additional 318 shares in 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 topic of a number of research analyst reports. Evercore cut their target price on shares of Microsoft from $640.00 to $580.00 and set an “outperform” rating on the stock in a research report on Thursday, January 29th. JPMorgan Chase & Co. lowered their price target on shares of Microsoft from $575.00 to $550.00 and set an “overweight” rating for the company in a report on Thursday, January 29th. Morgan Stanley reiterated an “overweight” rating on shares of Microsoft in a research note on Thursday, January 29th. UBS Group restated an “outperform” rating on shares of Microsoft in a research report on Thursday, January 29th. Finally, KeyCorp lowered their target price on Microsoft from $630.00 to $600.00 and set an “overweight” rating for the company in a report on Thursday, January 29th. Two analysts have rated the stock with a Strong Buy rating, forty have assigned a Buy rating and four have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $591.95.

Insider Transactions at Microsoft

In related news, Director John W. Stanton acquired 5,000 shares of the business’s stock in a transaction that occurred 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 completion of the purchase, the director directly owned 83,905 shares in the company, valued at $33,339,651.75. The trade was a 6.34% increase in their ownership of the stock. The purchase was disclosed in a document filed with the SEC, which is available at this link. Also, EVP Kathleen T. Hogan sold 12,321 shares of the company’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 owned 137,933 shares in the company, valued at $56,486,322.16. The trade was a 8.20% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders own 0.03% of the company’s stock.

Microsoft Price Performance

Shares of NASDAQ:MSFT opened at $395.55 on Friday. The company has a debt-to-equity ratio of 0.09, a quick ratio of 1.38 and a current ratio of 1.39. Microsoft Corporation has a 52 week low of $344.79 and a 52 week high of $555.45. The firm has a market cap of $2.94 trillion, a PE ratio of 24.74, a price-to-earnings-growth ratio of 1.57 and a beta of 1.10. The firm’s fifty day moving average is $427.46 and its 200-day moving average is $476.21.

Microsoft (NASDAQ:MSFT) last posted its quarterly earnings data on Wednesday, January 28th. The software giant reported $4.14 earnings per share for the quarter, beating analysts’ consensus estimates 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 return on equity of 32.34% and a net margin of 39.04%.Microsoft’s quarterly revenue was up 16.7% on a year-over-year basis. During the same period in the prior year, the business posted $3.23 earnings per share. Sell-side analysts predict that Microsoft Corporation will post 13.08 earnings per share for the current year.

Microsoft Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Thursday, June 11th. Shareholders of record on Thursday, May 21st will be given a $0.91 dividend. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.9%. The ex-dividend date is Thursday, May 21st. Microsoft’s payout ratio is 22.76%.

Key Headlines Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft has a near-term product catalyst: a $99/month AI tools bundle (includes Copilot capabilities) with a May 1 launch that could drive commercial adoption and recurring ARR growth. Microsoft Is Racing to Beat Claude Cowork. A Big Catalyst for MSFT Stock Is Coming May 1.
• Positive Sentiment: Microsoft is expanding into healthcare AI with Copilot Health (can read medical records and provide personalized insights) and partner integrations, opening a large vertical market and cross‑sell opportunities for Azure and Copilot. Microsoft launched a new healthcare chatbot
• Positive Sentiment: Microsoft 365 E7 bundles Copilot, Anthropic’s Claude Cowork and security tools — a premium enterprise offering that can lift average revenue per user for large customers. Analysts continue to highlight AI-driven revenue upside. Microsoft’s New E7 AI Suite And Healthcare Push Shape Long-Term Outlook
• Neutral Sentiment: Xbox/product cycle news: Microsoft is advancing Project Helix (next‑gen Xbox) but prototypes won’t reach developers until 2027 — positive for long-term console moat but not an immediate revenue driver. Microsoft’s Next Xbox Moves Closer to Reality: What It Means for MSFT Stock
• Neutral Sentiment: Gaming/graphics tech progress (DirectX/advanced shader delivery with NVIDIA/Intel) reduces frictions for PC gaming and helps Xbox/Windows gaming competitiveness but is a more gradual, longer-term tailwind. DirectX Gears Up For ML Era On Windows
• Negative Sentiment: Investor concern about huge AI data‑center capex and public pushback over electricity/costs is weighing on the stock; large lease and buildouts boost growth but increase near‑term cash burn. Who is really footing the AI energy bill? Inside the debate about data center electricity costs
• Negative Sentiment: Security scare: reports of a new vulnerability in Microsoft Authenticator have spooked investors and triggered selling pressure tied to identity/security risk. New Vulnerability in Microsoft Authenticator Sends Microsoft Stock Sliding
• Negative Sentiment: Leadership change: Rajesh Jha, a long‑time head of experiences and devices (Office/Copilot products), announced retirement — creates short‑term execution/transition uncertainty. Microsoft’s Rajesh Jha, head of experiences and devices unit, to retire
• Negative Sentiment: Options and flows show increased demand for downside protection (put-call skew steepening), reflecting trader caution after the pullback. Option traders moderately bearish in Microsoft with shareslittle changed

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).