Affinity Capital Advisors LLC Has $7.54 Million Holdings in Microsoft Corporation $MSFT

Affinity Capital Advisors LLC grew its holdings in Microsoft Corporation (NASDAQ:MSFT) by 44.6% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 15,598 shares of the software giant’s stock after acquiring an additional 4,809 shares during the quarter. Microsoft accounts for 1.0% of Affinity Capital Advisors LLC’s portfolio, making the stock its 20th largest holding. Affinity Capital Advisors LLC’s holdings in Microsoft were worth $7,543,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also bought and sold shares of MSFT. Inspirion Wealth Advisors LLC boosted its holdings in Microsoft by 4.8% in the 4th quarter. Inspirion Wealth Advisors LLC now owns 5,889 shares of the software giant’s stock valued at $2,848,000 after purchasing an additional 269 shares during the period. Hardin Capital Partners LLC increased its holdings in shares of Microsoft by 25.4% during the 4th quarter. Hardin Capital Partners LLC now owns 4,009 shares of the software giant’s stock worth $1,939,000 after purchasing an additional 811 shares during the period. TABR Capital Management LLC increased its holdings in shares of Microsoft by 1,853.4% during the 4th quarter. TABR Capital Management LLC now owns 12,287 shares of the software giant’s stock worth $5,942,000 after purchasing an additional 11,658 shares during the period. Pacifica Partners Inc. raised its position in shares of Microsoft by 3.1% during the fourth quarter. Pacifica Partners Inc. now owns 25,154 shares of the software giant’s stock valued at $11,896,000 after buying an additional 765 shares during the last quarter. Finally, Independence Wealth Advisors LLC bought a new stake in shares of Microsoft during the fourth quarter valued at approximately $1,856,000. 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: Some Wall Street analysts still see large upside for MSFT, arguing the pullback may be overdone and presenting a buying opportunity for long‑term investors. Wall Street Says Microsoft Stock Has 89% Rebound Potential
• Positive Sentiment: Fundamental revenue drivers remain: LinkedIn ad growth and marketing solutions are cited as near‑term revenue positives that help offset AI spending concerns. Microsoft Benefits From LinkedIn Ad Growth: More Upside Ahead?
• Neutral Sentiment: Microsoft has implemented targeted hiring freezes in major cloud and North American sales groups while keeping AI and engineering hiring active — a cost‑management move that highlights prioritization of AI infrastructure but leaves uncertainty over near‑term sales execution. Microsoft freezes hiring in major cloud, sales groups, The Information reports
• Neutral Sentiment: Infrastructure expansion continues: third‑party partner Crusoe announced a 900 MW AI campus in Abilene, Texas to support large‑scale workloads for Microsoft — this reinforces demand for hyperscale capacity even as investors debate ROI timing. Crusoe Announces New 900 MW AI Factory Campus in Abilene, Texas to Support Microsoft AI Infrastructure
• Negative Sentiment: Market narrative has flipped: analysts and commentary say Microsoft is “losing the AI narrative,” and technical indicators show the stock at decade‑low oversold levels — fueling momentum selling. Microsoft’s stock hasn’t been this oversold in a decade, with the tech giant ‘really losing the AI narrative’
• Negative Sentiment: Heavy AI capex and execution concerns: multiple reports highlight Microsoft’s very large AI spending (reports cite ~$30B per quarter-level scale), slowing Copilot adoption vs. expectations, and the stock is on track for its worst quarter since 2008 — pressuring valuations and near‑term sentiment. Microsoft Is Down 24% This Year While Spending $30B a Quarter on AI
• Negative Sentiment: Competitive and strategic risks are rising: OpenAI and other AI firms (including reports of Anthropic eyeing an IPO) are evolving relationships and competition that could reduce Microsoft’s exclusive leverage in parts of the AI stack. Anthropic eyes IPO, Microsoft stock set for worst quarter since 2008

Microsoft Stock Down 2.5%

NASDAQ:MSFT opened at $356.77 on Friday. The company has a market cap of $2.65 trillion, a price-to-earnings ratio of 22.31, a P/E/G ratio of 1.35 and a beta of 1.10. The company has a debt-to-equity ratio of 0.09, a quick ratio of 1.38 and a current ratio of 1.39. The stock’s fifty day moving average price is $409.36 and its two-hundred day moving average price is $467.44. Microsoft Corporation has a 52-week low of $344.79 and a 52-week high of $555.45.

Microsoft (NASDAQ:MSFT) last released its earnings results on Wednesday, January 28th. The software giant reported $4.14 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 during the quarter, compared to analysts’ expectations of $80.28 billion. During the same period last year, the firm earned $3.23 EPS. The business’s revenue for the quarter was up 16.7% on a year-over-year basis. On average, analysts anticipate that Microsoft Corporation will post 13.08 EPS for the current year.

Microsoft Announces Dividend

The company also recently disclosed 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 dividend on an annualized basis and a yield of 1.0%. The ex-dividend date is Thursday, May 21st. Microsoft’s dividend payout ratio (DPR) is presently 22.76%.

Insider Activity

In other Microsoft news, EVP Kathleen T. Hogan sold 12,321 shares of the company’s stock in a transaction dated Friday, March 6th. The shares were sold at an average price of $409.52, for a total transaction of $5,045,695.92. Following the transaction, the executive vice president directly owned 137,933 shares in the company, valued at approximately $56,486,322.16. This represents a 8.20% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, Director John W. Stanton bought 5,000 shares of Microsoft stock in a transaction dated Wednesday, February 18th. The stock was acquired at an average cost of $397.35 per share, for a total transaction of $1,986,750.00. Following the purchase, the director directly owned 83,905 shares in the company, valued at approximately $33,339,651.75. The trade was a 6.34% increase in their position. The disclosure for this purchase is available in the SEC filing. Insiders own 0.03% of the company’s stock.

Wall Street Analyst Weigh In

A number of research analysts recently commented on the company. Melius Research set a $430.00 target price on Microsoft in a research note on Monday, February 9th. Wedbush lowered their price target on shares of Microsoft from $625.00 to $575.00 and set an “outperform” rating on the stock in a report on Thursday, January 29th. Phillip Securities upgraded shares of Microsoft from a “moderate buy” rating to a “strong-buy” rating in a research note on Sunday, February 1st. Robert W. Baird set a $540.00 price objective on shares of Microsoft and gave the stock an “outperform” rating in a report on Thursday, January 29th. Finally, Wells Fargo & Company decreased their target price on shares of Microsoft from $630.00 to $615.00 and set an “overweight” rating on the stock in a research report on Thursday, January 29th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-eight have issued a Buy rating and five have issued a Hold rating to the stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $588.97.

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).