CM Wealth Advisors LLC Boosts Holdings in Microsoft Corporation $MSFT

CM Wealth Advisors LLC lifted its holdings in shares of Microsoft Corporation (NASDAQ:MSFT) by 58.7% during the 4th quarter, Holdings Channel.com reports. The firm owned 18,177 shares of the software giant’s stock after buying an additional 6,725 shares during the quarter. Microsoft accounts for about 2.0% of CM Wealth Advisors LLC’s investment portfolio, making the stock its 13th largest holding. CM Wealth Advisors LLC’s holdings in Microsoft were worth $8,791,000 as of its most recent filing with the SEC.

A number of other large investors have also recently modified their holdings of MSFT. IRON Financial LLC raised its holdings in shares of Microsoft by 23.2% in the third quarter. IRON Financial LLC now owns 6,510 shares of the software giant’s stock worth $3,372,000 after buying an additional 1,225 shares during the last quarter. PMG Family Office LLC acquired a new position in Microsoft during the third quarter valued at $828,000. Trifecta Capital Advisors LLC lifted its position in Microsoft by 2.3% during the third quarter. Trifecta Capital Advisors LLC now owns 70,175 shares of the software giant’s stock valued at $36,347,000 after purchasing an additional 1,572 shares during the period. TD Waterhouse Canada Inc. lifted its position in Microsoft by 1.0% during the third quarter. TD Waterhouse Canada Inc. now owns 949,901 shares of the software giant’s stock valued at $493,860,000 after purchasing an additional 9,700 shares during the period. Finally, Weaver Capital Management LLC lifted its position in Microsoft by 14.0% during the third quarter. Weaver Capital Management LLC now owns 18,340 shares of the software giant’s stock valued at $9,499,000 after purchasing an additional 2,247 shares during the period. Institutional investors own 71.13% of the company’s stock.

Key Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft continues to draw bullish analyst commentary, with multiple firms raising or reaffirming price targets after the company’s strong earnings beat and Azure growth, reinforcing the view that core business momentum remains solid.
• Positive Sentiment: New reports suggest Microsoft’s AI ecosystem is still gaining traction, including partner milestones tied to Copilot and AI cloud services, which supports the case for continued enterprise adoption.
• Positive Sentiment: Several hedge funds and asset managers have recently added to Microsoft positions, indicating that some large investors still view MSFT as a long-term AI and cloud leader.
• Neutral Sentiment: Microsoft partnered with CAISI and AISI to advance AI model testing standards, a policy-and-safety focused update that may help its enterprise credibility but is unlikely to move the stock on its own.
• Neutral Sentiment: Reports that Microsoft is considering adjustments to its renewable-energy targets and offering voluntary retirement packages reflect ongoing cost and infrastructure pressures, but these items are more strategic than immediately material to revenue.
• Negative Sentiment: Market attention is centered on TCI’s reduced stake and the broader “AI anxiety” trade, with investors worried Microsoft may be spending heavily on AI infrastructure before the payoff becomes clearer.
• Negative Sentiment: Some commentary also points to temporary margin pressure from elevated AI and data-center spending, which could weigh on near-term profitability even as growth remains strong.

Analyst Upgrades and Downgrades

A number of research analysts recently issued reports on the stock. DA Davidson decreased their target price on shares of Microsoft from $650.00 to $550.00 and set a “buy” rating for the company in a research report on Thursday, April 30th. KeyCorp lowered their price target on shares of Microsoft from $630.00 to $600.00 and set an “overweight” rating on the stock in a research report on Thursday, January 29th. Arete Research boosted their price target on shares of Microsoft from $730.00 to $870.00 and gave the stock a “buy” rating in a research report on Tuesday. President Capital upped their price objective on shares of Microsoft from $500.00 to $520.00 and gave the stock a “buy” rating in a report on Thursday, April 30th. Finally, TD Cowen raised shares of Microsoft from a “buy” rating to a “hold” rating in a research note on Tuesday. One investment analyst has rated the stock with a Strong Buy rating, thirty-eight have assigned a Buy rating and seven have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, Microsoft presently has an average rating of “Moderate Buy” and an average target price of $562.69.

Microsoft Price Performance

MSFT opened at $415.00 on Friday. The stock has a market capitalization of $3.08 trillion, a PE ratio of 24.70, a P/E/G ratio of 1.52 and a beta of 1.10. The company has a debt-to-equity ratio of 0.08, a quick ratio of 1.27 and a current ratio of 1.28. Microsoft Corporation has a 1 year low of $356.28 and a 1 year high of $555.45. The company’s 50 day simple moving average is $396.79 and its 200 day simple moving average is $445.39.

Microsoft (NASDAQ:MSFT) last released its earnings results on Wednesday, April 29th. The software giant reported $4.27 earnings per share for the quarter, beating the consensus estimate of $4.06 by $0.21. The firm had revenue of $82.89 billion during the quarter, compared to analyst estimates of $81.44 billion. Microsoft had a net margin of 39.34% and a return on equity of 31.94%. The firm’s revenue for the quarter was up 18.3% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $3.46 earnings per share. As a group, sell-side analysts expect that Microsoft Corporation will post 16.76 EPS for the current year.

Microsoft Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, June 11th. Investors of record on Thursday, May 21st will be given a $0.91 dividend. This represents a $3.64 annualized dividend and a yield of 0.9%. The ex-dividend date of this dividend is Thursday, May 21st. Microsoft’s dividend payout ratio (DPR) is 21.67%.

Insider Buying and Selling at Microsoft

In other news, Director John W. Stanton acquired 5,000 shares of the stock in a transaction that occurred on Wednesday, February 18th. The stock was purchased 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 in the company, valued at $33,339,651.75. This trade represents 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 hyperlink. Also, EVP Kathleen T. Hogan sold 12,321 shares of the business’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 position. The disclosure for this sale is available in the SEC filing. Corporate insiders own 0.03% of the company’s stock.

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).