ORG Wealth Partners LLC Purchases 2,537 Shares of Microsoft Corporation $MSFT

ORG Wealth Partners LLC increased its position in shares of Microsoft Corporation (NASDAQ:MSFT) by 30.2% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 10,939 shares of the software giant’s stock after purchasing an additional 2,537 shares during the period. Microsoft comprises about 1.4% of ORG Wealth Partners LLC’s investment portfolio, making the stock its 9th largest position. ORG Wealth Partners LLC’s holdings in Microsoft were worth $5,669,000 at the end of the most recent reporting period.

A number of other large investors have also modified their holdings of the company. AlphaQuest LLC boosted its stake in Microsoft by 5.9% in the second quarter. AlphaQuest LLC now owns 342 shares of the software giant’s stock worth $170,000 after purchasing an additional 19 shares in the last quarter. Seek First Inc. lifted its stake in shares of Microsoft by 1.5% in the 2nd quarter. Seek First Inc. now owns 1,358 shares of the software giant’s stock valued at $675,000 after purchasing an additional 20 shares during the period. Level Financial Advisors increased its stake in shares of Microsoft by 0.8% in the 2nd quarter. Level Financial Advisors now owns 2,680 shares of the software giant’s stock valued at $1,333,000 after acquiring an additional 20 shares during the last quarter. Red Mountain Financial LLC raised its holdings in Microsoft by 0.7% in the second quarter. Red Mountain Financial LLC now owns 2,761 shares of the software giant’s stock worth $1,373,000 after purchasing an additional 20 shares during the period. Finally, Onyx Financial Advisors LLC lifted its holdings in Microsoft by 0.3% during the second quarter. Onyx Financial Advisors LLC now owns 7,108 shares of the software giant’s stock worth $3,536,000 after acquiring an additional 20 shares in the last quarter. 71.13% of the stock is currently owned by institutional investors and hedge funds.

Microsoft Price Performance

Shares of NASDAQ MSFT opened at $430.29 on Friday. Microsoft Corporation has a fifty-two week low of $344.79 and a fifty-two week high of $555.45. The company has a debt-to-equity ratio of 0.09, a quick ratio of 1.39 and a current ratio of 1.39. The stock has a market cap of $3.20 trillion, a price-to-earnings ratio of 26.91, a PEG ratio of 1.74 and a beta of 1.07. The firm’s 50-day simple moving average is $475.83 and its 200 day simple moving average is $499.71.

Microsoft (NASDAQ:MSFT) last posted its quarterly earnings data on Wednesday, January 28th. The software giant reported $4.14 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.86 by $0.28. The business had revenue of $81.27 billion during the quarter, compared to the consensus estimate of $80.28 billion. Microsoft had a net margin of 39.04% and a return on equity of 32.34%. The firm’s quarterly revenue was up 16.7% compared to the same quarter last year. During the same quarter last year, the company posted $3.23 earnings per share. As a group, research analysts anticipate that Microsoft Corporation will post 13.08 earnings per share for the current fiscal year.

Microsoft Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Thursday, March 12th. Investors of record on Thursday, February 19th will be issued a dividend of $0.91 per share. This represents a $3.64 dividend on an annualized basis and a yield of 0.8%. The ex-dividend date is Thursday, February 19th. Microsoft’s dividend payout ratio is currently 22.76%.

Insider Buying and Selling at Microsoft

In other Microsoft news, CEO Judson Althoff sold 12,750 shares of Microsoft stock in a transaction that occurred on Tuesday, December 2nd. The stock was sold at an average price of $491.52, for a total transaction of $6,266,880.00. Following the sale, the chief executive officer directly owned 129,349 shares of the company’s stock, valued at approximately $63,577,620.48. The trade was a 8.97% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, EVP Takeshi Numoto sold 2,850 shares of Microsoft stock in a transaction that occurred on Thursday, December 4th. The shares were sold at an average price of $478.72, for a total transaction of $1,364,352.00. Following the transaction, the executive vice president owned 55,782 shares of the company’s stock, valued at $26,703,959.04. The trade was a 4.86% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 54,100 shares of company stock valued at $27,598,872. 0.03% of the stock is currently owned by company insiders.

Key Headlines Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Large commercial deals and partnerships underpin continued demand — Microsoft landed a major cloud customer agreement (Perplexity, reported as a $750M deal), which demonstrates Azure can win sizable AI workloads and supports future revenue. Perplexity signs $750 million AI cloud deal with Microsoft
• Positive Sentiment: Long-term AI opportunity remains large — analysts and commentators note that potential liquidity events (e.g., an OpenAI IPO) and continued hyperscaler AI demand could boost infrastructure spending that benefits Microsoft’s cloud and services over time. Could A $1 Trillion OpenAI IPO Save The Day For Nvidia, Microsoft?
• Positive Sentiment: Backlog/RPO growth signals demand — Microsoft’s commercial remaining performance obligations (backlog) jumped materially year-over-year, implying multi-year contracted revenue tied to AI workloads. Microsoft demand backlog doubles to $625 billion
• Neutral Sentiment: Quarterly results were solid but mixed — MSFT beat on revenue and EPS (Q2 results) yet the company issued guidance and commentary that implied a modest moderation in Azure growth vs. prior quarter; the market is parsing growth vs. the cost profile. Microsoft Q2 earnings beat on top and bottom lines
• Neutral Sentiment: Options and sentiment flows amplify moves — unusually high call-option buying and heavy volume have increased intraday volatility and may accentuate both selloffs and snapbacks. Stock Of The Day: Is This The Bottom For Microsoft?
• Negative Sentiment: Investor backlash to capex and margin risk — the core negative: investors punished MSFT because AI capex jumped (reported ~$37.5B in the quarter) while Azure growth showed signs of slowing, raising doubts about near-term returns. That drove a sharp selloff and a big market-cap contraction. Microsoft tumbled 10% in a day and isn’t recovering premarket. Here’s why
• Negative Sentiment: Analyst cuts & guidance uncertainty — several firms trimmed price targets or flagged near-term Azure/margin risks, increasing downside pressure even as many maintain buy ratings longer term. These Analysts Slash Their Forecasts On Microsoft Following Q2 Results
• Negative Sentiment: Legal/investor scrutiny follows the shock drop — law firms have opened investigations and class-action notices have surfaced, which can keep sentiment fragile near-term. Microsoft Corporation Investigated on Behalf of Investors

Wall Street Analyst Weigh In

A number of brokerages recently commented on MSFT. 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. Evercore ISI decreased their price objective on shares of Microsoft from $640.00 to $580.00 and set an “outperform” rating on the stock in a report on Thursday. Jefferies Financial Group restated a “buy” rating on shares of Microsoft in a research report on Thursday, January 22nd. Scotiabank reduced their price objective on shares of Microsoft from $650.00 to $600.00 and set a “sector outperform” rating on the stock in a research note on Thursday. Finally, Oppenheimer reiterated an “outperform” rating on shares of Microsoft in a research note on Thursday. One analyst has rated the stock with a Strong Buy rating, forty have given a Buy rating and three have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $597.73.

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).