Elwood & Goetz Wealth Advisory Group LLC Has $4.54 Million Stock Holdings in Microsoft Corporation $MSFT

Elwood & Goetz Wealth Advisory Group LLC boosted its stake in shares of Microsoft Corporation (NASDAQ:MSFT) by 24.8% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 8,767 shares of the software giant’s stock after buying an additional 1,742 shares during the quarter. Microsoft makes up approximately 0.9% of Elwood & Goetz Wealth Advisory Group LLC’s portfolio, making the stock its 19th biggest position. Elwood & Goetz Wealth Advisory Group LLC’s holdings in Microsoft were worth $4,541,000 as of its most recent SEC filing.

Several other hedge funds have also recently made changes to their positions in MSFT. Longfellow Investment Management Co. LLC boosted its position in Microsoft by 51.3% in the second quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant’s stock worth $29,000 after purchasing an additional 20 shares during the last quarter. Bayforest Capital Ltd purchased a new position in shares of Microsoft in the third quarter worth about $38,000. University of Illinois Foundation purchased a new stake in shares of Microsoft during the second quarter worth $50,000. LSV Asset Management purchased a new stake in Microsoft during the 4th quarter worth about $44,000. Finally, Westend Capital Management LLC boosted its holdings in Microsoft by 71.2% in the 3rd quarter. Westend Capital Management LLC now owns 125 shares of the software giant’s stock valued at $65,000 after purchasing an additional 52 shares during the period. 71.13% of the stock is owned by institutional investors.

More Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft beat Q2 expectations on Jan. 28 and reported a record cloud quarter, supporting the long-term growth case for Azure and Copilot adoption improvements. Read More.
• Positive Sentiment: Certain analysts remain bullish: TD Cowen and Piper Sandler reiterated Buy/Overweight views and high price targets (~$600+), arguing Microsoft remains a top AI hyperscaler play despite near-term noise. Read More.
• Neutral Sentiment: Microsoft is partnering with the UK government on deepfake detection — a credibility/PR positive but limited near-term revenue impact. Read More.
• Neutral Sentiment: Management changes in security leadership and commercial reorganization indicate ongoing operational adjustments; these are execution items investors should monitor. Read More.
• Negative Sentiment: Stifel issued a rare downgrade to Hold, flagging slower Azure growth, rising AI infrastructure and inference costs, and tougher cloud competition (Google, Anthropic). That downgrade catalyzed much of today’s selling. Read More.
• Negative Sentiment: Analysts and media highlight OpenAI-related liabilities, Copilot adoption slippage and product usability problems — these raise questions about near-term monetization of AI investments. Read More.
• Negative Sentiment: Price-target trims and broad software-sector rotation amplified the move; multiple outlets cited analyst cuts and hedge-fund positioning as technical selling pressure. Read More.
• Negative Sentiment: Market worry over AI capex and margin pressure: some notes point to heavy near-term GPU/inference spending that could compress margins before revenue from AI products scales. Read More.

Microsoft Stock Down 5.0%

Shares of MSFT stock opened at $393.67 on Friday. The company has a market capitalization of $2.92 trillion, a price-to-earnings ratio of 24.62, a PEG ratio of 1.62 and a beta of 1.08. The company has a debt-to-equity ratio of 0.09, a current ratio of 1.39 and a quick ratio of 1.38. The company’s fifty day moving average price is $470.24 and its 200-day moving average price is $496.99. Microsoft Corporation has a one year low of $344.79 and a one year high of $555.45.

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

Microsoft Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, March 12th. Shareholders of record on Thursday, February 19th will be issued a dividend of $0.91 per share. This represents a $3.64 annualized dividend and a dividend yield of 0.9%. The ex-dividend date of this dividend is Thursday, February 19th. Microsoft’s dividend payout ratio is 22.76%.

Insider Transactions at Microsoft

In other news, CEO Judson Althoff sold 12,750 shares of the stock in a transaction that occurred on Tuesday, December 2nd. The stock was sold at an average price of $491.52, for a total transaction of $6,266,880.00. Following the completion of the transaction, the chief executive officer directly owned 129,349 shares in the company, valued at approximately $63,577,620.48. This represents a 8.97% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Takeshi Numoto sold 2,850 shares of the business’s stock in a transaction on Thursday, December 4th. The stock was sold at an average price of $478.72, for a total transaction of $1,364,352.00. Following the completion of the sale, the executive vice president owned 55,782 shares in the company, valued at $26,703,959.04. This represents a 4.86% decrease in their position. The disclosure for this sale is available in the SEC filing. Company insiders own 0.03% of the company’s stock.

Wall Street Analyst Weigh In

A number of research firms recently weighed in on MSFT. Mizuho dropped their target price on Microsoft from $640.00 to $620.00 and set an “outperform” rating for the company in a research report on Wednesday, January 21st. The Goldman Sachs Group decreased their price objective on shares of Microsoft from $655.00 to $600.00 and set a “buy” rating for the company in a report on Thursday, January 29th. JPMorgan Chase & Co. decreased their target price on Microsoft from $575.00 to $550.00 and set an “overweight” rating for the company in a research report on Thursday, January 29th. BMO Capital Markets decreased their price target on shares of Microsoft from $625.00 to $575.00 and set an “outperform” rating for the company in a research note on Thursday, January 29th. Finally, Barclays restated an “overweight” rating and set a $600.00 price objective (down from $610.00) on shares of Microsoft in a research note on Thursday, January 29th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-nine have issued a Buy rating and four have assigned a Hold rating to the company’s stock. According to MarketBeat, Microsoft currently has an average rating of “Moderate Buy” and an average price target of $593.28.

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).