Tulsa Wealth Advisors INC acquired a new stake in shares of Microsoft Corporation (NASDAQ:MSFT – Free Report) during the 4th quarter, according to its most recent disclosure with the SEC. The fund acquired 43,904 shares of the software giant’s stock, valued at approximately $21,233,000. Microsoft makes up about 7.1% of Tulsa Wealth Advisors INC’s portfolio, making the stock its 3rd biggest position.
A number of other hedge funds and other institutional investors have also recently made changes to their positions in the company. Longfellow Investment Management Co. LLC grew its stake in Microsoft by 51.3% in the second quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant’s stock worth $29,000 after purchasing an additional 20 shares during the period. Bernzott Capital Advisors purchased a new position in Microsoft during the fourth quarter valued at $34,000. Timmons Wealth Management LLC purchased a new position in Microsoft during the fourth quarter valued at $36,000. Fairway Wealth LLC boosted its holdings in shares of Microsoft by 287.0% during the 4th quarter. Fairway Wealth LLC now owns 89 shares of the software giant’s stock valued at $43,000 after buying an additional 66 shares in the last quarter. Finally, University of Illinois Foundation purchased a new stake in shares of Microsoft in the 2nd quarter worth about $50,000. Hedge funds and other institutional investors own 71.13% of the company’s stock.
Microsoft Price Performance
NASDAQ:MSFT opened at $379.40 on Monday. The firm has a market cap of $2.82 trillion, a P/E ratio of 22.58, a P/E/G ratio of 1.37 and a beta of 1.11. The company has a debt-to-equity ratio of 0.08, a quick ratio of 1.27 and a current ratio of 1.28. Microsoft Corporation has a fifty-two week low of $356.28 and a fifty-two week high of $555.45. The firm has a 50-day simple moving average of $412.37 and a two-hundred day simple moving average of $425.15.
Microsoft Dividend Announcement
The company also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Thursday, August 20th will be issued 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, August 20th. Microsoft’s payout ratio is presently 21.67%.
Wall Street Analysts Forecast Growth
Several research analysts recently issued reports on MSFT shares. Barclays reiterated an “overweight” rating on shares of Microsoft in a research note on Wednesday, June 3rd. President Capital upped their price objective on shares of Microsoft from $500.00 to $520.00 and gave the stock a “buy” rating in a report on Thursday, April 30th. Raymond James Financial downgraded shares of Microsoft from a “market perform” rating to a “market perform” rating in a research note on Tuesday, May 5th. William Blair reissued an “outperform” rating on shares of Microsoft in a research report on Monday, March 9th. Finally, Arete Research upped their price target on Microsoft from $730.00 to $870.00 and gave the stock a “buy” rating in a research note on Tuesday, May 5th. Forty-one equities research analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $561.20.
Read Our Latest Report on Microsoft
Key Microsoft News
Here are the key news stories impacting Microsoft this week:
- Positive Sentiment: New reporting suggests Microsoft is still benefiting from strong AI demand, including ByteDance spending more than $1 billion annually on Azure AI services and broader commentary that Azure growth and AI run-rate remain major drivers of investor interest. Microsoft Builds $1 Billion-Plus AI Business With ByteDance
- Positive Sentiment: Several pieces argued Microsoft’s pullback may be creating a buying opportunity because the company still has strong cash flow, dividend growth, and discounted valuation relative to its AI prospects. Microsoft’s Boring Stock Story May Be Its Biggest Strength
- Neutral Sentiment: Microsoft also drew attention for product and ecosystem updates, including a possible PayPal integration for Xbox buy-now-pay-later checkout and new Teams features, but these are not likely near-term stock movers. Microsoft Sizes Up PayPal as Xbox Leak Exposes Buy Now Pay Later Plans
- Negative Sentiment: Multiple law firms announced or promoted securities class actions tied to Microsoft, alleging investors were harmed by misleading AI/Copilot-related statements during the May 2025 to January 2026 period. These legal headlines can weigh on sentiment. Portnoy Law Firm Announces Class Action on Behalf of Microsoft Corporation Investors
- Negative Sentiment: Another negative overhang is the claim that Copilot functionality issues contributed to a sharp stock drop, reinforcing investor concerns about execution risk and AI spending efficiency. Investor Rights Alert: Microsoft Faces Securities Fraud Class Action after Copilot Issues
- Negative Sentiment: There is also renewed concern that Microsoft’s gaming strategy is under pressure, with coverage pointing to the Steam Machine and broader cost-cutting in gaming as threats to growth in that segment. The Biggest Threat to Microsoft’s Gaming Ambitions is the Steam Machine
Insider Activity at Microsoft
In other Microsoft news, CEO Judson Althoff sold 15,500 shares of the stock in a transaction on Monday, June 1st. The stock was sold at an average price of $460.99, for a total transaction of $7,145,345.00. Following the sale, the chief executive officer directly owned 110,477 shares in the company, valued at approximately $50,928,792.23. This trade represents a 12.30% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, EVP Takeshi Numoto sold 4,500 shares of Microsoft stock in a transaction 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 directly owned 47,468 shares of the company’s stock, valued at approximately $19,122,009.12. The trade was a 8.66% decrease in their position. 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 valued at $10,508,361. 0.03% of the stock is owned by corporate insiders.
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).
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