MOR Wealth Management LLC Acquires Shares of 5,283 Microsoft Corporation $MSFT

MOR Wealth Management LLC acquired a new stake in Microsoft Corporation (NASDAQ:MSFT) in the 4th quarter, Holdings Channel.com reports. The institutional investor acquired 5,283 shares of the software giant’s stock, valued at approximately $2,555,000. Microsoft comprises approximately 1.2% of MOR Wealth Management LLC’s investment portfolio, making the stock its 20th largest position.

Other large investors also recently bought and sold shares of the company. Longfellow Investment Management Co. LLC grew its position in shares of Microsoft by 51.3% during the second quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant’s stock worth $29,000 after buying an additional 20 shares in the last quarter. Bayforest Capital Ltd acquired a new stake in shares of Microsoft during the third quarter worth approximately $38,000. LSV Asset Management acquired a new stake in shares of Microsoft during the fourth quarter worth approximately $44,000. Sellwood Investment Partners LLC acquired a new stake in shares of Microsoft during the third quarter worth approximately $49,000. Finally, University of Illinois Foundation acquired a new stake in shares of Microsoft during the second quarter worth approximately $50,000. Institutional investors and hedge funds own 71.13% of the company’s stock.

Microsoft Stock Performance

Microsoft stock opened at $374.33 on Thursday. The company has a market cap of $2.78 trillion, a PE ratio of 23.41, a P/E/G ratio of 1.42 and a beta of 1.11. The company has a fifty day moving average price of $394.50 and a two-hundred day moving average price of $459.69. The company has a debt-to-equity ratio of 0.09, a current ratio of 1.39 and a quick ratio of 1.38. Microsoft Corporation has a 12 month low of $353.10 and a 12 month high of $555.45.

Microsoft (NASDAQ:MSFT) last released its quarterly earnings data on Wednesday, January 28th. The software giant reported $4.14 EPS for the quarter, topping analysts’ consensus estimates of $3.86 by $0.28. The firm 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 revenue was up 16.7% on a year-over-year basis. During the same quarter in the previous year, the company posted $3.23 earnings per share. Research analysts expect that Microsoft Corporation will post 13.08 earnings per share for the current year.

Microsoft Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Thursday, June 11th. Shareholders of record on Thursday, May 21st will be paid 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, May 21st. Microsoft’s dividend payout ratio (DPR) is presently 22.76%.

Analysts Set New Price Targets

MSFT has been the subject of a number of recent analyst reports. TD Cowen reissued a “buy” rating on shares of Microsoft in a research report on Thursday, January 29th. Oppenheimer reissued an “outperform” rating on shares of Microsoft in a research report on Thursday, January 29th. New Street Research raised their price target on shares of Microsoft from $670.00 to $675.00 and gave the stock a “buy” rating in a research report on Tuesday, March 31st. Wolfe Research decreased their price target on shares of Microsoft from $625.00 to $530.00 and set an “outperform” rating for the company in a research report on Thursday, January 29th. Finally, Citigroup decreased their price target on shares of Microsoft from $660.00 to $635.00 and set a “buy” rating for the company in a research report on Thursday, January 29th. Two analysts have rated the stock with a Strong Buy rating, thirty-eight have given a Buy rating and five have given a Hold rating to the company. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $588.97.

Insiders Place Their Bets

In related news, Director John W. Stanton bought 5,000 shares of the business’s stock in a transaction on Wednesday, February 18th. The shares were bought 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 owned 83,905 shares of the company’s stock, valued at $33,339,651.75. This represents a 6.34% increase in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Kathleen T. Hogan sold 12,321 shares of the firm’s stock in a transaction on Friday, March 6th. The shares were sold at an average price of $409.52, for a total value of $5,045,695.92. Following the completion of the sale, the executive vice president owned 137,933 shares in the company, valued at $56,486,322.16. The trade was a 8.20% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Company insiders own 0.03% of the company’s stock.

Microsoft News Summary

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Wall Street analyst support and bullish research are drawing buyers — major firms (including Goldman and other brokers) are highlighting MSFT as a rebound candidate and publishing price targets well above current levels, which helps underpin today’s rally. Goldman sees rebound for Microsoft
• Positive Sentiment: Product and partnership catalysts: Microsoft’s Agent 365 platform is moving to GA with launch partners (supporting enterprise governance for AI agents), and the company is expanding commercial AI tie-ups — tangible signs of enterprise monetization for Copilot/agent products. Reply selected as Microsoft Agent 365 launch partner
• Positive Sentiment: Consumer/PR boost from gaming: fresh details on Forza Horizon 6 and other Xbox updates have driven short‑term positive momentum for MSFT shares tied to Xbox/Xbox Game Pass engagement. Forza Horizon 6 details lift MSFT stock
• Neutral Sentiment: Earnings schedule set — Microsoft will report FY2026 Q3 after the close on April 29; the date focuses attention on Azure growth, backlog metrics and free‑cash‑flow cadence at month‑end. Quarterly earnings release date announced
• Neutral Sentiment: Partner/partner‑ecosystem wins (Azure specializations, platform connectors) keep enterprise pipeline healthy but are incremental to revenue near term. Centrilogic earns Azure specialization
• Negative Sentiment: Executive turnover: another senior departure and the planned retirement of longtime exec Julia Liuson raise governance and continuity questions for developer tools and platform strategy; exits can sap sentiment until leadership transitions settle. Julia Liuson to retire Another senior departure at Microsoft
• Negative Sentiment: AI capex and Copilot adoption concerns continue to weigh: investors remain worried about rising infrastructure spend, slower-than-expected Copilot monetization and whether those costs will compress near‑term margins. That narrative has driven much of the stock’s recent re‑rating. Why MSFT stock has been shredded
• Negative Sentiment: Security and legal noise: reports of a developer account lock affecting VeraCrypt updates and an amended lawsuit filing referencing Microsoft add episodic risk that can amplify short‑term volatility. VeraCrypt account termination / Windows update disruption reports

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).