Physician Wealth Advisors Inc. Increases Stock Position in Microsoft Corporation $MSFT

Physician Wealth Advisors Inc. raised its stake in shares of Microsoft Corporation (NASDAQ:MSFT) by 8.7% in the 3rd quarter, HoldingsChannel reports. The firm owned 17,863 shares of the software giant’s stock after purchasing an additional 1,436 shares during the period. Microsoft makes up 1.3% of Physician Wealth Advisors Inc.’s portfolio, making the stock its 22nd biggest position. Physician Wealth Advisors Inc.’s holdings in Microsoft were worth $9,252,000 as of its most recent SEC filing.

A number of other institutional investors have also recently made changes to their positions in the stock. AlphaQuest LLC increased its position in shares of Microsoft by 5.9% during the 2nd quarter. AlphaQuest LLC now owns 342 shares of the software giant’s stock valued at $170,000 after purchasing an additional 19 shares during the last quarter. BLVD Private Wealth LLC boosted its stake in Microsoft by 0.6% in the third quarter. BLVD Private Wealth LLC now owns 3,169 shares of the software giant’s stock worth $1,641,000 after buying an additional 19 shares in the last quarter. Foundation Wealth Management LLC PA grew its position in Microsoft by 1.6% during the second quarter. Foundation Wealth Management LLC PA now owns 1,276 shares of the software giant’s stock valued at $635,000 after acquiring an additional 20 shares during the last quarter. Magnolia Capital Management Ltd. raised its stake in shares of Microsoft by 0.3% during the third quarter. Magnolia Capital Management Ltd. now owns 6,509 shares of the software giant’s stock worth $3,371,000 after acquiring an additional 20 shares in the last quarter. Finally, ARK & TLK Investments LLC lifted its holdings in shares of Microsoft by 1.0% in the 3rd quarter. ARK & TLK Investments LLC now owns 1,935 shares of the software giant’s stock worth $1,002,000 after acquiring an additional 20 shares during the last quarter. Institutional investors own 71.13% of the company’s stock.

Insider Activity

In related news, Director John W. Stanton purchased 5,000 shares of the firm’s stock in a transaction that occurred on Wednesday, February 18th. The stock was bought at an average cost of $397.35 per share, with a total value of $1,986,750.00. Following the completion of the purchase, the director directly owned 83,905 shares in the company, valued at approximately $33,339,651.75. This represents a 6.34% increase in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. 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 value of $1,364,352.00. Following the sale, the executive vice president directly owned 55,782 shares in the company, valued at approximately $26,703,959.04. The trade was a 4.86% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 0.03% of the stock is owned by insiders.

Analysts Set New Price Targets

Several equities analysts recently commented on MSFT shares. Rothschild & Co Redburn set a $450.00 target price on shares of Microsoft in a report on Wednesday, January 21st. DZ Bank reaffirmed a “buy” rating on shares of Microsoft in a research note on Thursday, January 29th. KeyCorp lowered their target price on Microsoft from $630.00 to $600.00 and set an “overweight” rating for the company in a research note on Thursday, January 29th. JPMorgan Chase & Co. dropped their target price on Microsoft from $575.00 to $550.00 and set an “overweight” rating for the company in a report on Thursday, January 29th. Finally, Cantor Fitzgerald reaffirmed an “overweight” rating and issued a $590.00 price target on shares of Microsoft in a research note on Thursday, January 29th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-nine have given a Buy rating and four have given a Hold rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $591.95.

Microsoft Price Performance

Shares of Microsoft stock opened at $403.93 on Wednesday. The business has a 50 day moving average of $440.17 and a 200 day moving average of $481.55. Microsoft Corporation has a 52 week low of $344.79 and a 52 week high of $555.45. The company has a market cap of $3.00 trillion, a PE ratio of 25.26, a P/E/G ratio of 1.56 and a beta of 1.10. The company has a quick ratio of 1.38, a current ratio of 1.39 and a debt-to-equity ratio of 0.09.

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

Key Headlines Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Huge, ongoing AI investments from Microsoft and peers underscore the company’s commitment to AI leadership and justify premium multiples for Azure and Copilot-related revenue growth. Microsoft and Alphabet Spend Billions On AI: A Closer Look
• Positive Sentiment: Microsoft’s push into new data-center capacity (Michigan initiative) strengthens its ability to host AI workloads, reducing supply constraints and supporting future Azure/AI revenue. Microsoft Stock (NASDAQ:MSFT) Gains With New Charm Offensive for Data Centers in Michigan
• Positive Sentiment: RBC reaffirmed an “outperform” rating, providing an analyst-level vote of confidence that can support buying interest after recent weakness. RBC Outperform Affirmed
• Neutral Sentiment: Options activity and technical positioning show elevated trader interest and volatility—this can amplify moves but isn’t a clear directional catalyst on its own. Microsoft Stock Testing 2 Key Levels as Options Traders Pounce
• Neutral Sentiment: Wall Street pieces and commentators list MSFT among top large-cap AI/infra names to own—supportive long-term thesis but not an immediate catalyst. 2 Trillion-Dollar Stocks That Could Soar by 40% and 50%
• Neutral Sentiment: Analyst/video commentary highlights short-term SaaS volatility but sees Microsoft among rebound candidates—useful for traders, less so for long-term investors. SaaS-pocalypse Opportunities in MSFT, AMZN, PLTR, NOW & Others
• Negative Sentiment: OpenAI is reportedly building a code-repository to rival GitHub, which could erode a strategic Microsoft asset and developer ecosystem advantage if it gains traction. OpenAI is developing alternative to Microsoft’s GitHub
• Negative Sentiment: Ongoing “Microslop”/Copilot Discord controversy and criticism that MSFT is underperforming YTD weigh on sentiment and could pressure multiples if developer trust or user adoption is impacted. ‘It’s Performing Worse,’ Says Investor About Microsoft Stock

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).