Madrid Wealth Management LLC Acquires 6,978 Shares of Microsoft Corporation $MSFT

Madrid Wealth Management LLC boosted its holdings in Microsoft Corporation (NASDAQ:MSFT) by 183.1% during the 1st quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 10,789 shares of the software giant’s stock after acquiring an additional 6,978 shares during the quarter. Microsoft accounts for approximately 3.0% of Madrid Wealth Management LLC’s investment portfolio, making the stock its 10th biggest holding. Madrid Wealth Management LLC’s holdings in Microsoft were worth $3,994,000 as of its most recent SEC filing.

A number of other hedge funds have also added to or reduced their stakes in MSFT. Longfellow Investment Management Co. LLC lifted its stake in Microsoft by 51.3% during the 2nd quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant’s stock valued at $29,000 after acquiring an additional 20 shares in the last quarter. Bernzott Capital Advisors bought a new stake in shares of Microsoft in the 4th quarter worth $34,000. Timmons Wealth Management LLC bought a new stake in shares of Microsoft in the 4th quarter worth $36,000. Fairway Wealth LLC raised its holdings in shares of Microsoft by 287.0% in the fourth quarter. Fairway Wealth LLC now owns 89 shares of the software giant’s stock valued at $43,000 after purchasing an additional 66 shares during the last quarter. 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.

Trending Headlines about Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft launched a new AI deployment business, Microsoft Frontier Company, backed by $2.5 billion and staffed with about 6,000 engineers and industry experts to help enterprises select, implement, and improve AI tools. Investors are viewing this as a way to accelerate Azure and Copilot adoption while monetizing the enterprise AI buildout. Microsoft launches its own AI deployment company with $2.5 billion commitment
• Positive Sentiment: Several articles highlighted Microsoft as a top AI and growth stock, while others said the market is rotating from semiconductors back toward software. That is helping sentiment around MSFT as investors look for higher-quality AI beneficiaries with recurring enterprise revenue. Microsoft launches firm to help companies adopt AI with $2.5 billion
• Neutral Sentiment: Microsoft is also reported to be overhauling Copilot to make its AI assistant more useful and easier to justify for customers. That could improve adoption, but it also underscores that AI products must now prove their value. Microsoft’s Copilot Reset Shows AI Tools Must Now Prove Their Worth
• Neutral Sentiment: There was also a new undersea cable partnership with Lightstorm to expand India-Southeast Asia connectivity, plus a report that enterprise customers continue to adopt Microsoft’s AI and cloud services. These are strategically helpful, but not immediate catalysts. Microsoft partners with Singapore’s Lightstorm to build India-Southeast Asia undersea cable
• Negative Sentiment: Sentiment is still being held back by Microsoft’s weak recent stock performance, with articles noting its worst month in more than 25 years and renewed debate about whether the selloff is creating a buying opportunity. Microsoft Had Its Worst Month in More Than 25 Years. Should Investors Buy the Crash?
• Negative Sentiment: Microsoft is also facing class-action securities litigation over alleged misrepresentations during the class period, which adds a legal overhang and may keep some investors cautious. Bronstein, Gewirtz & Grossman LLC Urges Microsoft Corporation Investors to Act: Class Action Filed Alleging Investor Harm
• Negative Sentiment: Other reports said Microsoft may cut thousands of jobs and that investors are questioning whether its massive AI capital spending can generate enough returns. That uncertainty is weighing on the stock despite the company’s strong long-term fundamentals. Microsoft eyes another wave of layoffs that could hit 5,000 workers next week

Insider Activity

In related news, EVP Takeshi Numoto sold 4,500 shares of Microsoft stock in a transaction dated Wednesday, June 10th. The stock was sold at an average price of $402.84, for a total value of $1,812,780.00. Following the completion of the sale, the executive vice president owned 47,468 shares of the company’s stock, valued at approximately $19,122,009.12. This trade represents a 8.66% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, CEO Judson Althoff sold 15,500 shares of the business’s stock in a transaction dated Monday, June 1st. The shares were sold at an average price of $460.99, for a total value of $7,145,345.00. Following the completion of the sale, the chief executive officer owned 110,477 shares in the company, valued at $50,928,792.23. This represents a 12.30% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 23,762 shares of company stock valued at $10,508,361 in the last 90 days. Insiders own 0.03% of the company’s stock.

Microsoft Price Performance

Microsoft stock opened at $390.49 on Friday. The firm has a 50 day moving average price of $406.14 and a 200-day moving average price of $417.86. The company has a quick ratio of 1.27, a current ratio of 1.28 and a debt-to-equity ratio of 0.08. Microsoft Corporation has a twelve month low of $349.20 and a twelve month high of $555.45. The company has a market capitalization of $2.90 trillion, a P/E ratio of 23.24, a P/E/G ratio of 1.22 and a beta of 1.13.

Microsoft (NASDAQ:MSFT) last posted its quarterly earnings results on Wednesday, April 29th. The software giant reported $4.27 EPS for the quarter, topping analysts’ consensus estimates of $4.06 by $0.21. Microsoft had a net margin of 39.34% and a return on equity of 31.94%. The company had revenue of $82.89 billion for the quarter, compared to analysts’ expectations of $81.44 billion. During the same quarter in the previous year, the firm posted $3.46 EPS. Microsoft’s revenue was up 18.3% on a year-over-year basis. As a group, equities analysts predict that Microsoft Corporation will post 16.76 EPS for the current year.

Microsoft Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Thursday, August 20th will be paid a $0.91 dividend. The ex-dividend date is Thursday, August 20th. This represents a $3.64 annualized dividend and a dividend yield of 0.9%. Microsoft’s payout ratio is presently 21.67%.

Analyst Ratings Changes

A number of equities research analysts have issued reports on the stock. Sanford C. Bernstein upped their price objective on shares of Microsoft from $641.00 to $646.00 and gave the stock an “outperform” rating in a research report on Thursday, April 30th. Truist Financial dropped their target price on shares of Microsoft from $675.00 to $575.00 and set a “buy” rating on the stock in a research report on Thursday, April 30th. Citigroup began coverage on Microsoft in a report on Monday, June 1st. They issued a “market outperform” rating for the company. Raymond James Financial downgraded Microsoft from a “market perform” rating to a “market perform” rating in a research report on Tuesday, May 5th. Finally, Guggenheim reiterated a “buy” rating and set a $586.00 price target on shares of Microsoft in a report on Thursday, April 30th. Forty-one investment analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the stock. According to data from MarketBeat, Microsoft currently has a consensus rating of “Moderate Buy” and an average price target of $560.86.

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).