Apollon Wealth Management LLC Has $147.58 Million Stock Holdings in Microsoft Corporation $MSFT

Apollon Wealth Management LLC lifted its position in Microsoft Corporation (NASDAQ:MSFT) by 10.2% during the 1st quarter, according to its most recent disclosure with the SEC. The fund owned 398,679 shares of the software giant’s stock after purchasing an additional 37,050 shares during the period. Microsoft comprises approximately 2.4% of Apollon Wealth Management LLC’s portfolio, making the stock its 4th biggest holding. Apollon Wealth Management LLC’s holdings in Microsoft were worth $147,579,000 at the end of the most recent reporting period.

Several other hedge funds also recently made changes to their positions in the company. Coston McIsaac & Partners boosted its position in Microsoft by 3.0% during the 1st quarter. Coston McIsaac & Partners now owns 8,685 shares of the software giant’s stock valued at $3,215,000 after buying an additional 256 shares during the period. Riverbend Wealth Management LLC increased its position in shares of Microsoft by 12.1% in the first quarter. Riverbend Wealth Management LLC now owns 9,767 shares of the software giant’s stock valued at $3,615,000 after acquiring an additional 1,055 shares during the period. Patton Fund Management Inc. increased its position in shares of Microsoft by 11.8% in the first quarter. Patton Fund Management Inc. now owns 549 shares of the software giant’s stock valued at $203,000 after acquiring an additional 58 shares during the period. Red Door Wealth Management LLC raised its stake in shares of Microsoft by 1.6% during the first quarter. Red Door Wealth Management LLC now owns 70,340 shares of the software giant’s stock valued at $26,038,000 after acquiring an additional 1,103 shares during the last quarter. Finally, LifeSteps Financial Inc. boosted its holdings in shares of Microsoft by 2.4% during the first quarter. LifeSteps Financial Inc. now owns 14,258 shares of the software giant’s stock worth $5,278,000 after purchasing an additional 330 shares during the period. 71.13% of the stock is owned by hedge funds and other institutional investors.

Insider Activity

In other news, EVP Amy Coleman sold 1,262 shares of the business’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 sale, the executive vice president directly owned 46,003 shares of the company’s stock, valued at $18,922,874.02. The trade was a 2.67% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, CEO Judson Althoff sold 15,500 shares of the company’s stock in a transaction that occurred on Monday, June 1st. The stock was sold at an average price of $460.99, for a total value of $7,145,345.00. Following the completion of the sale, the chief executive officer owned 110,477 shares in the company, valued at $50,928,792.23. The trade was a 12.30% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 23,762 shares of company stock worth $10,508,361. Insiders own 0.03% of the company’s stock.

Microsoft Stock Performance

Shares of Microsoft stock opened at $388.84 on Wednesday. Microsoft Corporation has a 12 month low of $349.20 and a 12 month high of $555.45. The firm has a market capitalization of $2.89 trillion, a P/E ratio of 23.15, a P/E/G ratio of 1.21 and a beta of 1.13. The company has a current ratio of 1.28, a quick ratio of 1.27 and a debt-to-equity ratio of 0.08. The business has a fifty day simple moving average of $404.84 and a two-hundred day simple moving average of $416.21.

Microsoft (NASDAQ:MSFT) last released its earnings results on Wednesday, April 29th. The software giant reported $4.27 earnings per share for the quarter, topping 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 firm had revenue of $82.89 billion for the quarter, compared to the consensus estimate of $81.44 billion. During the same period in the prior year, the firm earned $3.46 EPS. The company’s revenue was up 18.3% compared to the same quarter last year. On average, equities analysts forecast that Microsoft Corporation will post 16.76 earnings per share for the current fiscal year.

Microsoft Announces Dividend

The firm also recently announced 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 of this dividend is Thursday, August 20th. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.9%. Microsoft’s dividend payout ratio (DPR) is currently 21.67%.

Microsoft News Roundup

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft is getting credit for shifting more AI workloads to its own in-house models, which could lower costs and improve margins in products like Excel and Outlook. Article Title
• Positive Sentiment: Several analysts remain bullish, arguing Microsoft’s Azure growth and AI infrastructure spending support the long-term thesis and could leave the shares undervalued after recent weakness. Article Title
• Positive Sentiment: DA Davidson reiterated a Buy rating and a $550 price target, signaling Wall Street still sees meaningful upside despite near-term turbulence. Article Title
• Neutral Sentiment: Commentary around Microsoft’s AI business remains constructive, with reports highlighting a large-scale AI revenue base and continued investor interest in the stock as an AI leader. Article Title
• Negative Sentiment: Microsoft announced about 4,800 layoffs, including roughly 3,200 roles tied to Xbox, as part of a broader reset of the gaming business and a cost-cutting restructuring. Article Title
• Negative Sentiment: Multiple reports say the Xbox division is underperforming, with weak margins and subscription results raising concerns that management is having to shrink a core consumer business. Article Title
• Negative Sentiment: Microsoft also faces fresh securities-fraud class-action pressure tied to Copilot and Azure disclosures, adding legal overhang and headline risk for investors. Article Title

Analyst Upgrades and Downgrades

A number of brokerages recently issued reports on MSFT. Deutsche Bank Aktiengesellschaft reduced their price target on Microsoft from $575.00 to $550.00 and set a “buy” rating on the stock in a report on Thursday, April 30th. Dbs Bank cut their price objective on Microsoft from $678.00 to $573.00 in a research report on Thursday, May 7th. Sanford C. Bernstein cut Microsoft from an “outperform” rating to a “market perform” rating in a research note on Monday. President Capital raised their price target on Microsoft from $500.00 to $520.00 and gave the stock a “buy” rating in a research note on Thursday, April 30th. Finally, Wedbush reiterated an “outperform” rating and issued a $575.00 price target on shares of Microsoft in a report on Wednesday, May 13th. Forty research analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the stock. According to MarketBeat.com, Microsoft currently has a consensus rating of “Moderate Buy” and a consensus target price of $560.98.

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).