FSB Premier Wealth Management Inc. Grows Holdings in Microsoft Corporation $MSFT

FSB Premier Wealth Management Inc. raised its position in Microsoft Corporation (NASDAQ:MSFT) by 12.5% in the 3rd quarter, Holdings Channel reports. The firm owned 11,436 shares of the software giant’s stock after buying an additional 1,270 shares during the period. Microsoft accounts for approximately 1.9% of FSB Premier Wealth Management Inc.’s investment portfolio, making the stock its 5th biggest holding. FSB Premier Wealth Management Inc.’s holdings in Microsoft were worth $5,923,000 as of its most recent SEC filing.

Other hedge funds also recently bought and sold shares of the company. Longfellow Investment Management Co. LLC raised its holdings in Microsoft by 51.3% during the 2nd quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant’s stock worth $29,000 after buying an additional 20 shares during the period. Bayforest Capital Ltd bought a new stake in shares of Microsoft during the third quarter worth $38,000. LSV Asset Management acquired a new stake in shares of Microsoft during the fourth quarter worth $44,000. Sellwood Investment Partners LLC bought a new stake in Microsoft in the 3rd quarter valued at $49,000. Finally, University of Illinois Foundation acquired a new position in Microsoft in the 2nd quarter worth $50,000. 71.13% of the stock is currently owned by institutional investors and hedge funds.

Microsoft Price Performance

Shares of NASDAQ MSFT opened at $398.46 on Friday. The business has a fifty day moving average price of $453.76 and a two-hundred day moving average price of $489.29. The stock has a market capitalization of $2.96 trillion, a PE ratio of 24.92, a P/E/G ratio of 1.56 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. Microsoft Corporation has a fifty-two week low of $344.79 and a fifty-two week high of $555.45.

Microsoft (NASDAQ:MSFT) last released its earnings results on Wednesday, January 28th. The software giant reported $4.14 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.86 by $0.28. The company had revenue of $81.27 billion for the quarter, compared to analyst estimates 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 firm posted $3.23 EPS. As a group, equities analysts predict that Microsoft Corporation will post 13.08 earnings per share for the current fiscal year.

Microsoft Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, March 12th. Stockholders of record on Thursday, February 19th will be given a $0.91 dividend. The ex-dividend date is Thursday, February 19th. This represents a $3.64 annualized dividend and a dividend yield of 0.9%. Microsoft’s payout ratio is presently 22.76%.

Wall Street Analyst Weigh In

Several research analysts recently commented on MSFT shares. BNP Paribas Exane increased their target price on shares of Microsoft from $632.00 to $659.00 and gave the stock an “outperform” rating in a report on Tuesday, January 27th. The Goldman Sachs Group reiterated a “buy” rating on shares of Microsoft in a research note on Thursday, February 12th. Oppenheimer restated an “outperform” rating on shares of Microsoft in a research note on Thursday, January 29th. Sanford C. Bernstein reaffirmed an “outperform” rating and set a $641.00 price target (down previously from $645.00) on shares of Microsoft in a report on Thursday, January 29th. Finally, UBS Group reiterated an “outperform” rating on shares of Microsoft in a report on Thursday, January 29th. Two investment analysts have rated the stock with a Strong Buy rating, thirty-nine have given a Buy rating and four have issued a Hold rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $591.95.

Insider Transactions at Microsoft

In other Microsoft news, Director John W. Stanton bought 5,000 shares of Microsoft stock in a transaction on Wednesday, February 18th. The shares were purchased at an average price of $397.35 per share, with a total value of $1,986,750.00. Following the acquisition, the director owned 83,905 shares in the company, valued at $33,339,651.75. This trade represents a 6.34% increase in their position. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Judson Althoff sold 12,750 shares of the business’s stock in a transaction on Tuesday, December 2nd. The stock was sold at an average price of $491.52, for a total value of $6,266,880.00. Following the transaction, the chief executive officer directly owned 129,349 shares of the company’s stock, valued at $63,577,620.48. This trade represents a 8.97% decrease in their position. The disclosure for this sale is available in the SEC filing. 0.03% of the stock is currently owned by insiders.

Microsoft News Summary

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft locked in a long‑duration revenue arrangement with OpenAI (20% share extended through 2032), creating a sizeable, recurring cash‑flow channel tied to the AI leader — a clear structural upside for MSFT’s AI monetization thesis. Read More.
• Positive Sentiment: Insider buying: director John W. Stanton purchased 5,000 shares (~$2M), a behavioral vote of confidence that can help stabilize sentiment after recent weakness. Read More.
• Positive Sentiment: Wall Street / institutional interest: Morgan Stanley and other firms highlight MSFT as under‑owned and many hedge funds/institutions have added to positions or maintained positive ratings — supports potential inflows if risk appetite returns. Read More.
• Positive Sentiment: ESG/operational: Microsoft commits to continue matching its electricity needs with renewable purchases as it scales data‑centers, lowering regulatory/ESG risk for long‑term investors. Read More.
• Neutral Sentiment: Growth vs. capex trade: Microsoft says it’s on pace to invest ~$50B in AI across the Global South by 2030 — a large, long‑term market expansion but one that requires heavy upfront capex and multi‑year execution. Read More.
• Neutral Sentiment: Partnerships/enterprise traction: CrowdStrike’s Falcon is now available on Microsoft Marketplace, which increases enterprise stickiness and could drive incremental marketplace revenue over time (limited immediate impact). Read More.
• Neutral Sentiment: Industry moves (indirect effect): NVIDIA and Meta deepen their AI alliance and huge capex plans — this underscores relentless demand for compute but also signals competitors (Meta) spending to build infrastructure that could reduce future cloud demand. Implication for MSFT is mixed. Read More.
• Negative Sentiment: Near‑term selling and rotation: several pieces point to investor dumping and downgrades after a strong earnings beat — concerns that MSFT’s massive AI infrastructure spending will pressure near‑term margins have triggered profit‑taking and volatility. Read More.
• Negative Sentiment: Product/security jitters and sector pressure: reports of an Office/Copilot bug and research on “recommendation poisoning,” together with tech‑sector downgrades, amplify short‑term adoption and regulatory risk narratives. Read More. Read More.

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).