Roberts Wealth Advisors LLC Has $16.07 Million Position in Microsoft Corporation $MSFT

Roberts Wealth Advisors LLC lowered its stake in shares of Microsoft Corporation (NASDAQ:MSFT) by 9.6% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 33,218 shares of the software giant’s stock after selling 3,538 shares during the period. Microsoft accounts for about 4.2% of Roberts Wealth Advisors LLC’s investment portfolio, making the stock its 5th biggest holding. Roberts Wealth Advisors LLC’s holdings in Microsoft were worth $16,065,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds have also made changes to their positions in MSFT. WFA Asset Management Corp boosted its position in Microsoft by 27.0% during the first quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant’s stock valued at $427,000 after purchasing an additional 216 shares in the last quarter. Ironwood Wealth Management LLC. raised its holdings in Microsoft by 0.3% in the second quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant’s stock worth $5,658,000 after purchasing an additional 38 shares in the last quarter. Discipline Wealth Solutions LLC lifted its position in shares of Microsoft by 410.4% during the third quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant’s stock valued at $1,144,000 after buying an additional 2,138 shares during the last quarter. Wealth Group Ltd. boosted its holdings in shares of Microsoft by 1.2% in the 4th quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant’s stock valued at $1,000,000 after buying an additional 28 shares in the last quarter. Finally, Eagle Capital Management LLC boosted its holdings in shares of Microsoft by 0.4% in the 4th quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant’s stock valued at $9,735,000 after buying an additional 96 shares in the last quarter. 71.13% of the stock is currently owned by hedge funds and other institutional investors.

Microsoft Stock Up 1.1%

NASDAQ:MSFT opened at $373.46 on Friday. The company has a current ratio of 1.39, a quick ratio of 1.38 and a debt-to-equity ratio of 0.09. Microsoft Corporation has a twelve month low of $344.79 and a twelve month high of $555.45. The company has a market cap of $2.77 trillion, a PE ratio of 23.36, a P/E/G ratio of 1.40 and a beta of 1.11. The company’s 50 day moving average is $402.61 and its two-hundred day moving average is $463.92.

Microsoft (NASDAQ:MSFT) last posted its quarterly earnings results 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 analysts’ expectations of $80.28 billion. Microsoft had a net margin of 39.04% and a return on equity of 32.34%. The business’s quarterly revenue was up 16.7% on a year-over-year basis. During the same quarter last year, the company posted $3.23 earnings per share. Analysts anticipate that Microsoft Corporation will post 13.08 EPS for the current year.

Microsoft Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, June 11th. Shareholders of record on Thursday, May 21st will be given a dividend of $0.91 per share. The ex-dividend date of this dividend is Thursday, May 21st. This represents a $3.64 dividend on an annualized basis and a yield of 1.0%. Microsoft’s payout ratio is currently 22.76%.

Insider Transactions at Microsoft

In other news, Director John W. Stanton acquired 5,000 shares of Microsoft stock in a transaction dated Wednesday, February 18th. The stock was purchased at an average cost of $397.35 per share, for a total transaction of $1,986,750.00. Following the completion of the purchase, the director directly owned 83,905 shares in the company, valued at $33,339,651.75. This trade represents a 6.34% increase in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Kathleen T. Hogan sold 12,321 shares of Microsoft stock in a transaction dated Friday, March 6th. The stock was sold at an average price of $409.52, for a total value of $5,045,695.92. Following the sale, the executive vice president directly owned 137,933 shares of the company’s stock, valued at $56,486,322.16. This trade represents a 8.20% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 0.03% of the company’s stock.

Key Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Launched three proprietary AI models (MAI-Transcribe-1, MAI-Voice-1, MAI-Image-2) — signals faster, more self‑sufficient AI offerings that reduce dependence on external partners and can accelerate product monetization. Microsoft releases trio of AI models for transcription, voice generation and image creation
• Positive Sentiment: Bloomberg reports Microsoft has hit Copilot sales goals after a strategy shift — evidence that Copilot commercial traction is improving and could support near‑term revenue/booking growth. Microsoft hits Copilot sales goals after strategy shift – Bloomberg
• Positive Sentiment: Large regional infrastructure commitments — continued investment in Asia (e.g., multi‑billion plans for Singapore and Thailand) to expand cloud/AI capacity and address data‑sovereignty demand, supporting long‑term Azure and cloud revenue potential. What Microsoft (MSFT)’s Asia AI Infrastructure Bet Means For Shareholders
• Positive Sentiment: Analyst support and fresh buy coverage (Benchmark, New Street, others) with lofty price targets — reinforces buy‑the‑dip narratives and attracts dip buyers. Microsoft in focus as Benchmark starts with Buy rating
• Neutral Sentiment: Exclusive talks with Chevron/Engine No. 1 on a large Texas power project could secure dedicated energy for AI data centers — strategic but execution‑ and timing‑dependent. Microsoft and Chevron enter exclusivity deal on powering West Texas AI data center complex
• Neutral Sentiment: OpenAI’s huge funding/valuation debate and broader AI-market dynamics remain relevant to MSFT (partner/competitor ecosystem impacts), but effects are indirect and longer‑term. Is OpenAI’s $1 trillion IPO valuation realistic?
• Negative Sentiment: Billionaire Dan Loeb reduced his Microsoft stake, citing cloud growth and Azure supply concerns — signals some institutional reservations that can weigh on sentiment. Billionaire Investor Reduces Microsoft Stake Amid Cloud Growth Concerns
• Negative Sentiment: Coverage highlighting Microsoft’s recent weak quarter(s) — “worst since 2008” narratives and concerns about elevated AI capex and mixed guidance keep downside risk for sentiment and near‑term multiples. Microsoft Just Had Its Worst Quarter Since 2008–Is This a Generational “Buy” Signal?
• Negative Sentiment: Technical/positioning pressure (breach below long‑term moving averages, some insider/institutional trimming) — raises possibility of further volatility even if fundamentals remain intact. Microsoft Stock (MSFT) Opinions on Breaching 200-Week Moving Average

Wall Street Analysts Forecast Growth

Several research firms recently commented on MSFT. Rothschild & Co Redburn set a $450.00 price objective on shares of Microsoft in a research note on Wednesday, January 21st. DZ Bank restated a “buy” rating on shares of Microsoft in a research note on Thursday, January 29th. DA Davidson reaffirmed a “buy” rating and issued a $650.00 price target on shares of Microsoft in a report on Thursday, January 29th. Wolfe Research reduced their price target on Microsoft from $625.00 to $530.00 and set an “outperform” rating on the stock in a research report on Thursday, January 29th. Finally, Weiss Ratings lowered Microsoft from a “buy (b-)” rating to a “hold (c+)” rating in a report on Tuesday, March 24th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-eight have issued a Buy rating and five have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $588.97.

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).