Microsoft Corporation $MSFT Stock Holdings Lifted by Spire Wealth Management

Spire Wealth Management grew its holdings in shares of Microsoft Corporation (NASDAQ:MSFT) by 2.8% in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 136,166 shares of the software giant’s stock after purchasing an additional 3,757 shares during the quarter. Microsoft makes up approximately 2.4% of Spire Wealth Management’s holdings, making the stock its 5th biggest position. Spire Wealth Management’s holdings in Microsoft were worth $70,527,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently made changes to their positions in the business. WFA Asset Management Corp raised its stake in shares of Microsoft by 27.0% in the first quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant’s stock worth $427,000 after buying an additional 216 shares during the period. Ironwood Wealth Management LLC. increased its holdings in Microsoft by 0.3% in the 2nd quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant’s stock worth $5,658,000 after acquiring an additional 38 shares in the last quarter. Discipline Wealth Solutions LLC raised its stake in Microsoft by 410.4% during the 3rd quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant’s stock worth $1,144,000 after acquiring an additional 2,138 shares during the period. Wealth Group Ltd. lifted its holdings in Microsoft by 1.2% during the fourth quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant’s stock valued at $1,000,000 after purchasing an additional 28 shares in the last quarter. Finally, Eagle Capital Management LLC boosted its position in shares of Microsoft by 0.4% in the fourth quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant’s stock worth $9,735,000 after purchasing an additional 96 shares during the period. Hedge funds and other institutional investors own 71.13% of the company’s stock.

Microsoft Stock Performance

NASDAQ:MSFT opened at $470.28 on Tuesday. The company has a market cap of $3.50 trillion, a price-to-earnings ratio of 33.45, a PEG ratio of 1.88 and a beta of 1.07. Microsoft Corporation has a 1 year low of $344.79 and a 1 year high of $555.45. The stock’s 50 day simple moving average is $477.94 and its two-hundred day simple moving average is $500.97. The company has a debt-to-equity ratio of 0.10, a current ratio of 1.40 and a quick ratio of 1.39.

Microsoft (NASDAQ:MSFT) last posted its earnings results on Wednesday, October 29th. The software giant reported $4.13 EPS for the quarter, beating analysts’ consensus estimates of $3.65 by $0.48. Microsoft had a return on equity of 32.45% and a net margin of 35.71%.The firm had revenue of $77.67 billion during the quarter, compared to the consensus estimate of $75.49 billion. During the same period in the prior year, the company earned $3.30 EPS. The company’s quarterly revenue was up 18.4% compared to the same quarter last year. As a group, equities analysts anticipate that Microsoft Corporation will post 13.08 earnings per share for the current fiscal year.

Microsoft Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, March 12th. Shareholders of record on Thursday, February 19th will be paid a $0.91 dividend. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.8%. The ex-dividend date of this dividend is Thursday, February 19th. Microsoft’s dividend payout ratio (DPR) is presently 25.89%.

Insider Transactions at Microsoft

In related news, EVP Takeshi Numoto sold 2,850 shares of Microsoft stock in a transaction dated Thursday, December 4th. The stock was sold at an average price of $478.72, for a total value of $1,364,352.00. Following the completion of the transaction, the executive vice president owned 55,782 shares in the company, valued at approximately $26,703,959.04. This trade represents a 4.86% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, insider Bradford L. Smith sold 38,500 shares of the company’s stock in a transaction that occurred on Monday, November 3rd. The shares were sold at an average price of $518.64, for a total value of $19,967,640.00. Following the sale, the insider owned 461,597 shares in the company, valued at approximately $239,402,668.08. This trade represents a 7.70% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 54,100 shares of company stock worth $27,598,872 in the last three months. Insiders own 0.03% of the company’s stock.

Analysts Set New Price Targets

Several analysts have recently commented on MSFT shares. Mizuho decreased their price objective on shares of Microsoft from $640.00 to $620.00 and set an “outperform” rating on the stock in a research report on Wednesday, January 21st. Oppenheimer reiterated an “outperform” rating on shares of Microsoft in a research note on Thursday, October 30th. Wells Fargo & Company lowered their price objective on Microsoft from $665.00 to $630.00 and set an “overweight” rating on the stock in a research report on Thursday, January 22nd. Wolfe Research cut their target price on Microsoft from $675.00 to $625.00 and set an “outperform” rating for the company in a research report on Monday, December 15th. Finally, Morgan Stanley lifted their target price on Microsoft from $625.00 to $650.00 and gave the company an “overweight” rating in a research note on Thursday, October 30th. Three research analysts have rated the stock with a Strong Buy rating, thirty-five have given a Buy rating and three have assigned a Hold rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of “Buy” and a consensus price target of $611.87.

Microsoft News Roundup

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft launched the Maia 200 AI inference chip, which the company says delivers roughly 30% better performance-per-dollar and will be deployed in U.S. data centers — a direct play on lowering inference costs, improving gross margins for Azure/Copilot, and reducing reliance on third-party GPUs. Read More.
• Positive Sentiment: Sell‑side and independent analysts are broadly bullish ahead of Q2, forecasting strong Azure and AI adoption that could drive another “robust” quarter; several previews expect revenue and AI‑driven growth to beat or justify premium multiples. Read More.
• Neutral Sentiment: Upcoming Q2 earnings (Jan. 28) and the Fed meeting make this a volatile catalyst week — investors are focused on forward guidance and margins (not just trailing revenue), so the stock could swing on the tone of management’s commentary. Read More.
• Neutral Sentiment: Analyst price‑target moves are mixed: some firms trimmed targets (Bank of America lowered its PT), while others maintain buy/outperform ratings — this produces conflicting near‑term signals despite a generally bullish long‑term view. Read More.
• Negative Sentiment: Regulatory/legal risk: a class‑action suit targets an AI hiring tool (Eightfold) used by Microsoft and others, raising headline risk around AI product governance and potential reputational/legal costs. Read More.

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).