Forty three Eighteen Advisors LLC Purchases Shares of 8,854 Microsoft Corporation $MSFT

Forty three Eighteen Advisors LLC acquired a new position in shares of Microsoft Corporation (NASDAQ:MSFT) in the 4th quarter, according to its most recent Form 13F filing with the SEC. The firm acquired 8,854 shares of the software giant’s stock, valued at approximately $4,282,000. Microsoft makes up approximately 3.3% of Forty three Eighteen Advisors LLC’s portfolio, making the stock its 9th biggest holding.

A number of other institutional investors and hedge funds also recently modified their holdings of the stock. WFA Asset Management Corp boosted its holdings in shares of Microsoft by 27.0% in the first quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant’s stock worth $427,000 after buying an additional 216 shares during the period. Ironwood Wealth Management LLC. raised its holdings in shares of Microsoft by 0.3% during the second quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant’s stock valued at $5,658,000 after acquiring an additional 38 shares during the period. Discipline Wealth Solutions LLC lifted its position in shares of Microsoft by 410.4% in the 3rd quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant’s stock valued at $1,144,000 after acquiring an additional 2,138 shares in the last quarter. Wealth Group Ltd. boosted its stake in Microsoft by 1.2% in the 4th quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant’s stock worth $1,000,000 after purchasing an additional 28 shares during the period. Finally, Eagle Capital Management LLC boosted its stake in Microsoft by 0.4% in the 4th quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant’s stock worth $9,735,000 after purchasing an additional 96 shares during the period. 71.13% of the stock is owned by institutional investors and hedge funds.

Insiders Place Their Bets

In related news, EVP Amy Coleman sold 1,262 shares of the firm’s stock in a transaction that occurred on Thursday, May 14th. The stock was sold at an average price of $411.34, for a total value of $519,111.08. Following the transaction, the executive vice president directly owned 46,003 shares of the company’s stock, valued at approximately $18,922,874.02. This trade represents a 2.67% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Takeshi Numoto sold 4,500 shares of the business’s stock in a transaction that occurred on 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 ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 23,762 shares of company stock valued at $10,508,361 over the last quarter. Insiders own 0.03% of the company’s stock.

Analyst Upgrades and Downgrades

Several analysts have issued reports on MSFT shares. President Capital boosted their target price on shares of Microsoft from $500.00 to $520.00 and gave the company a “buy” rating in a research note on Thursday, April 30th. DZ Bank reissued a “buy” rating on shares of Microsoft in a research report on Thursday, April 30th. Sanford C. Bernstein increased their price objective on Microsoft from $641.00 to $646.00 and gave the stock an “outperform” rating in a research note on Thursday, April 30th. Evercore decreased their price objective on Microsoft from $580.00 to $510.00 and set an “outperform” rating for the company in a research report on Thursday, April 30th. Finally, Phillip Securities raised Microsoft to a “buy” rating and set a $485.00 target price on the stock in a research note on Wednesday, May 13th. Forty-one equities research analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company’s stock. Based on data from MarketBeat, Microsoft presently has an average rating of “Moderate Buy” and a consensus price target of $561.20.

Microsoft Stock Performance

MSFT stock opened at $373.94 on Wednesday. The firm has a 50 day moving average of $412.32 and a two-hundred day moving average of $423.55. Microsoft Corporation has a 12 month low of $356.28 and a 12 month high of $555.45. The company has a market capitalization of $2.78 trillion, a price-to-earnings ratio of 22.26, a P/E/G ratio of 1.32 and a beta of 1.11. 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 (NASDAQ:MSFT) last released its quarterly earnings results on Wednesday, April 29th. The software giant reported $4.27 earnings per share for the quarter, beating 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 business had revenue of $82.89 billion for the quarter, compared to the consensus estimate of $81.44 billion. During the same quarter last year, the firm earned $3.46 EPS. Microsoft’s revenue for the quarter was up 18.3% on a year-over-year basis. As a group, equities analysts anticipate that Microsoft Corporation will post 16.76 EPS for the current fiscal year.

Microsoft Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Thursday, August 20th will be issued a dividend of $0.91 per share. This represents a $3.64 annualized dividend and a yield of 1.0%. The ex-dividend date is Thursday, August 20th. Microsoft’s dividend payout ratio (DPR) is 21.67%.

More Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft announced a 20-year power agreement with Chevron for Project Kilby, a 2.67-gigawatt natural-gas-powered data center in West Texas. The deal underscores Microsoft’s commitment to expanding AI/cloud capacity and helps secure long-term electricity for its growing data center needs. Article: Chevron signs power supply deal with Microsoft for Texas data center
• Positive Sentiment: Several articles argue Microsoft’s selloff has made the stock attractive, citing history that suggests a rebound and pointing to still-strong AI and cloud fundamentals. These pieces may be encouraging bargain hunters and long-term investors. Article: History Suggests a Rebound Ahead, Says Top Investor About Microsoft Stock
• Positive Sentiment: Microsoft is also being highlighted for new AI banking connections and deeper enterprise AI integrations, reinforcing the idea that its AI monetization story is still progressing. Article: Microsoft Stock (NASDAQ:MSFT) Notches Up With New AI Banking Connections
• Neutral Sentiment: Market commentary around Satya Nadella’s remarks suggests Microsoft wants broader, cheaper, and more trusted AI rather than a winner-take-all model race. That may help the company strategically, but it is more of a long-term positioning story than an immediate stock catalyst. Article: Why Microsoft Needs to Carve its Own AI Path
• Negative Sentiment: Microsoft is facing fresh securities class action/lawsuit headlines tied to alleged disclosures about Copilot and Azure. Even if the legal impact is uncertain, this adds an overhang for investors. Article: Class Action Lawsuit Has Been Filed Against Microsoft Corporation
• Negative Sentiment: Bearish notes continue to question whether Microsoft’s best growth days are behind it, and some analysts are keeping a cautious stance despite the lower valuation. That skepticism can limit upside in the near term. Article: Microsoft: The Best Days Are Behind It

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).