Summit Wealth Partners LLC Acquires 8,646 Shares of Microsoft Corporation $MSFT

Summit Wealth Partners LLC grew its holdings in shares of Microsoft Corporation (NASDAQ:MSFT) by 156.2% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 14,180 shares of the software giant’s stock after acquiring an additional 8,646 shares during the quarter. Summit Wealth Partners LLC’s holdings in Microsoft were worth $5,249,000 at the end of the most recent quarter.

A number of other hedge funds also recently made changes to their positions in the stock. Longfellow Investment Management Co. LLC increased its holdings in shares of Microsoft by 51.3% during the second 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 in the last quarter. Bernzott Capital Advisors acquired a new stake in shares of Microsoft during the 4th quarter valued at $34,000. Timmons Wealth Management LLC bought a new stake in Microsoft during the 4th quarter worth $36,000. Fairway Wealth LLC increased its holdings in Microsoft by 287.0% in the 4th quarter. Fairway Wealth LLC now owns 89 shares of the software giant’s stock worth $43,000 after purchasing an additional 66 shares in the last quarter. Finally, LSV Asset Management bought a new position in Microsoft in the fourth quarter valued at about $44,000. 71.13% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Several analysts have recently weighed in on the company. Oppenheimer restated an “outperform” rating and set a $515.00 price target (down from $630.00) on shares of Microsoft in a report on Monday, April 27th. UBS Group reissued a “buy” rating on shares of Microsoft in a report on Friday, April 24th. Mizuho decreased their price target on shares of Microsoft from $620.00 to $515.00 and set an “outperform” rating for the company in a research report on Tuesday, April 14th. President Capital raised their price target 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. Finally, Phillip Securities upgraded shares of Microsoft to a “buy” rating and set a $485.00 price target on the stock in a report on Wednesday, May 13th. Forty-one investment 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.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $560.86.

Microsoft Price Performance

Shares of MSFT opened at $372.97 on Friday. The company has a debt-to-equity ratio of 0.08, a quick ratio of 1.27 and a current ratio of 1.28. The firm has a market cap of $2.77 trillion, a PE ratio of 22.20, a price-to-earnings-growth ratio of 1.34 and a beta of 1.11. The business’s 50 day moving average price is $410.37 and its two-hundred day moving average price is $421.47. Microsoft Corporation has a 52-week low of $349.20 and a 52-week high of $555.45.

Microsoft (NASDAQ:MSFT) last issued its earnings results on Wednesday, April 29th. The software giant reported $4.27 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.06 by $0.21. The company had revenue of $82.89 billion for the quarter, compared to analysts’ expectations of $81.44 billion. Microsoft had a return on equity of 31.94% and a net margin of 39.34%.Microsoft’s quarterly revenue was up 18.3% compared to the same quarter last year. During the same period last year, the business earned $3.46 EPS. On average, equities analysts anticipate that Microsoft Corporation will post 16.76 EPS for the current year.

Microsoft Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Thursday, August 20th will be paid a dividend of $0.91 per share. The ex-dividend date is Thursday, August 20th. This represents a $3.64 annualized dividend and a yield of 1.0%. 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 shares bounced as the broader memory and semiconductor market stabilized, helping relieve some of the pressure tied to AI infrastructure and component-cost fears.
• Positive Sentiment: Wedbush and other bullish commentators said the recent tech selloff may be a buying opportunity, arguing Microsoft remains a core AI leader despite near-term volatility. Dan Ives Says Microsoft And Meta Are Being Treated Like ‘Bear Market’ Stocks
• Positive Sentiment: Microsoft was mentioned in new partnerships and product integrations, including Commvault, PitchBook, FPT, and ICON plc, reinforcing demand for Microsoft’s cloud and AI ecosystem. Microsoft Just Made Commvault a Native Azure Service. Here Is How to Play CVLT Stock.
• Neutral Sentiment: Microsoft also drew attention from investors after Michael Burry disclosed a long position, which some traders viewed as a contrarian buy signal.
• Neutral Sentiment: Multiple articles noted analysts still like the stock long term, but Wall Street remains focused on whether AI spending is destroying near-term margins and free cash flow. Wall Street Analysts Think Microsoft (MSFT) Is a Good Investment: Is It?
• Negative Sentiment: Stifel cut its Microsoft price target and warned that FY27 gross margin estimates may be too high because Azure growth is coming with heavier capex and margin pressure. Microsoft’s Stock Is Crippled
• Negative Sentiment: Microsoft announced another worldwide Xbox price increase, citing soaring memory and storage costs, which adds to concerns that hardware inflation is squeezing the gaming business.
• Negative Sentiment: New legal and regulatory pressure also weighed on the stock, including an Italy antitrust probe into Microsoft 365 pricing and new shareholder class-action notices over alleged investor misinformation.

Insider Buying and Selling at Microsoft

In other news, EVP Amy Coleman sold 1,262 shares of the stock in a transaction dated Thursday, May 14th. The shares were sold at an average price of $411.34, for a total value of $519,111.08. Following the completion of the sale, the executive vice president owned 46,003 shares in the company, valued at $18,922,874.02. This represents a 2.67% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, EVP Takeshi Numoto sold 4,500 shares of the firm’s stock in a transaction dated 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 transaction, the executive vice president directly owned 47,468 shares in the company, valued at $19,122,009.12. The trade was a 8.66% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 23,762 shares of company stock worth $10,508,361. Corporate insiders own 0.03% of the company’s stock.

Microsoft 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).