Microsoft Corporation $MSFT is Elevation Point Wealth Partners LLC’s 4th Largest Position

Elevation Point Wealth Partners LLC boosted its holdings in Microsoft Corporation (NASDAQ:MSFT) by 88.0% during the first quarter, Holdings Channel.com reports. The fund owned 230,977 shares of the software giant’s stock after buying an additional 108,102 shares during the quarter. Microsoft accounts for 2.0% of Elevation Point Wealth Partners LLC’s investment portfolio, making the stock its 4th largest holding. Elevation Point Wealth Partners LLC’s holdings in Microsoft were worth $85,501,000 as of its most recent SEC filing.

A number of other large investors have also recently modified their holdings of the business. Vanguard Group Inc. raised its position in shares of Microsoft by 2.3% during the 4th quarter. Vanguard Group Inc. now owns 717,942,580 shares of the software giant’s stock valued at $347,211,391,000 after buying an additional 15,955,898 shares in the last quarter. State Street Corp grew its position in Microsoft by 2.1% in the fourth quarter. State Street Corp now owns 306,150,608 shares of the software giant’s stock worth $148,060,557,000 after acquiring an additional 6,388,930 shares in the last quarter. Geode Capital Management LLC increased its stake in Microsoft by 1.1% in the fourth quarter. Geode Capital Management LLC now owns 182,618,400 shares of the software giant’s stock valued at $88,056,019,000 after acquiring an additional 1,911,142 shares during the last quarter. Morgan Stanley grew its position in Microsoft by 0.8% during the fourth quarter. Morgan Stanley now owns 121,220,561 shares of the software giant’s stock valued at $58,624,690,000 after acquiring an additional 980,439 shares during the last quarter. Finally, Norges Bank purchased a new position in shares of Microsoft during the fourth quarter worth approximately $50,664,631,000. Institutional investors own 71.13% of the company’s stock.

Microsoft News Roundup

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Analysts and market commentators continue to view Microsoft as a high-quality AI and cloud name, with some arguing the stock looks cheaper after the recent decline.
• Positive Sentiment: Upcoming earnings later this month could provide a catalyst if Azure growth and AI-related demand remain strong.
• Neutral Sentiment: Microsoft remains a major beneficiary of AI infrastructure spending, but investors are waiting for clearer proof that those investments will translate into faster profit growth.
• Negative Sentiment: Microsoft’s 4,800-job reduction and Xbox restructuring suggest ongoing cost pressure and restructuring challenges.
• Negative Sentiment: Multiple securities class-action alerts tied to alleged AI/Copilot disclosure issues are adding legal and reputational risk.
• Negative Sentiment: Concerns about Microsoft’s OpenAI partnership and AI product execution are creating uncertainty around the company’s AI narrative.

Microsoft Price Performance

MSFT opened at $384.93 on Wednesday. The company has a current ratio of 1.28, a quick ratio of 1.27 and a debt-to-equity ratio of 0.08. The company has a market cap of $2.86 trillion, a price-to-earnings ratio of 22.91, a price-to-earnings-growth ratio of 1.19 and a beta of 1.13. The stock has a fifty day simple moving average of $401.47 and a two-hundred day simple moving average of $412.68. Microsoft Corporation has a 12-month low of $349.20 and a 12-month high of $555.45.

Microsoft (NASDAQ:MSFT) last announced its quarterly earnings data on Wednesday, April 29th. The software giant reported $4.27 earnings per share for the quarter, topping analysts’ consensus estimates of $4.06 by $0.21. The business had revenue of $82.89 billion for the quarter, compared to analysts’ expectations of $81.44 billion. Microsoft had a net margin of 39.34% and a return on equity of 31.94%. The business’s revenue was up 18.3% compared to the same quarter last year. During the same quarter in the prior year, the company earned $3.46 earnings per share. Research analysts predict that Microsoft Corporation will post 16.71 earnings per share for the current fiscal year.

Microsoft Announces Dividend

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

Insider Buying and Selling at Microsoft

In other news, EVP Amy Coleman sold 1,262 shares of the company’s stock in a transaction dated Thursday, May 14th. The shares were sold at an average price of $411.34, for a total transaction of $519,111.08. Following the completion of the sale, the executive vice president owned 46,003 shares of the company’s stock, valued at $18,922,874.02. This represents a 2.67% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, EVP Takeshi Numoto sold 4,500 shares of the company’s stock in a transaction that occurred on Wednesday, June 10th. The shares were sold at an average price of $402.84, for a total transaction of $1,812,780.00. Following the sale, the executive vice president directly owned 47,468 shares of the company’s stock, valued at approximately $19,122,009.12. This represents a 8.66% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 23,762 shares of company stock worth $10,508,361 in the last three months. 0.03% of the stock is currently owned by company insiders.

Wall Street Analysts Forecast Growth

MSFT has been the topic of a number of analyst reports. Piper Sandler reiterated an “overweight” rating on shares of Microsoft in a research report on Tuesday, May 26th. Cantor Fitzgerald reaffirmed an “overweight” rating and set a $502.00 price objective on shares of Microsoft in a research note on Thursday, June 4th. Weiss Ratings reiterated a “hold (c)” rating on shares of Microsoft in a report on Monday, July 6th. China Renaissance lowered their target price on Microsoft from $630.00 to $550.00 and set a “buy” rating for the company in a research note on Monday, May 4th. Finally, Wedbush restated an “outperform” rating and set a $575.00 target price on shares of Microsoft in a report on Wednesday, May 13th. Forty-one equities research analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $559.84.

About Microsoft

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).