WJ Wealth Management LLC Has $2.06 Million Holdings in Microsoft Corporation $MSFT

WJ Wealth Management LLC lowered its position in Microsoft Corporation (NASDAQ:MSFT) by 50.8% during the third quarter, according to its most recent filing with the SEC. The firm owned 3,975 shares of the software giant’s stock after selling 4,097 shares during the period. Microsoft accounts for approximately 0.9% of WJ Wealth Management LLC’s portfolio, making the stock its 26th largest position. WJ Wealth Management LLC’s holdings in Microsoft were worth $2,058,000 at the end of the most recent reporting period.

Other institutional investors also recently modified their holdings of the company. ARQ Wealth Advisors LLC increased its position in shares of Microsoft by 20.6% during the third quarter. ARQ Wealth Advisors LLC now owns 7,550 shares of the software giant’s stock worth $3,911,000 after buying an additional 1,290 shares during the period. Opes Wealth Management LLC lifted its holdings in Microsoft by 1.1% in the third quarter. Opes Wealth Management LLC now owns 11,346 shares of the software giant’s stock valued at $5,877,000 after buying an additional 120 shares during the period. LifeGoal Investments LLC boosted its position in Microsoft by 2.8% during the third quarter. LifeGoal Investments LLC now owns 1,749 shares of the software giant’s stock valued at $906,000 after acquiring an additional 47 shares during the last quarter. Petix & Botte Co grew its holdings in Microsoft by 2.1% during the 3rd quarter. Petix & Botte Co now owns 4,908 shares of the software giant’s stock worth $2,542,000 after acquiring an additional 100 shares during the period. Finally, CIBC Bancorp USA Inc. acquired a new stake in Microsoft during the 3rd quarter worth about $1,238,680,000. 71.13% of the stock is owned by institutional investors.

Microsoft Trading Down 0.7%

NASDAQ MSFT opened at $389.02 on Friday. 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 Corporation has a 52 week low of $344.79 and a 52 week high of $555.45. The business has a 50 day moving average price of $420.80 and a 200-day moving average price of $473.12. The company has a market cap of $2.89 trillion, a price-to-earnings ratio of 24.33, a P/E/G ratio of 1.53 and a beta of 1.10.

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, beating the consensus estimate 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 during the quarter, compared to the consensus estimate of $80.28 billion. During the same quarter last year, the firm posted $3.23 EPS. Microsoft’s revenue was up 16.7% compared to the same quarter last year. As a group, equities analysts expect that Microsoft Corporation will post 13.08 earnings per share for the current fiscal year.

Microsoft Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, June 11th. Stockholders 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 annualized dividend and a dividend yield of 0.9%. Microsoft’s payout ratio is presently 22.76%.

Analyst Ratings Changes

MSFT has been the topic of several research analyst reports. Stifel Nicolaus restated a “hold” rating and set a $392.00 target price (down from $540.00) on shares of Microsoft in a research report on Thursday, February 5th. Robert W. Baird set a $540.00 price target on Microsoft and gave the stock an “outperform” rating in a report on Thursday, January 29th. Piper Sandler reaffirmed an “overweight” rating and set a $600.00 price objective (down from $650.00) on shares of Microsoft in a research report on Thursday, January 29th. Jefferies Financial Group reiterated a “buy” rating on shares of Microsoft in a research note on Thursday, March 5th. Finally, Phillip Securities upgraded shares of Microsoft from a “moderate buy” rating to a “strong-buy” rating in a research report on Sunday, February 1st. Two analysts have rated the stock with a Strong Buy rating, thirty-nine have issued a Buy rating and four have given a Hold rating to the company. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $591.87.

Trending Headlines about Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Broad partner and product momentum: Microsoft rolled out Copilot and Agent 365 updates and continues to push Copilot monetization and enterprise AI features — supports Azure/Copilot revenue mix. Microsoft Expands AI Strategy with Copilot and Agent 365 Updates
• Positive Sentiment: Partner ecosystem strengthens enterprise reach: Accenture and Avanade announced expanded AI-driven cybersecurity capabilities integrated with Microsoft security tools, and multiple ISV/MSP partners are joining the Microsoft AI Cloud Partner Program — helps drive Copilot/security adoption and recurring revenue. Accenture Expands AI-Driven Cybersecurity Capabilities with Microsoft Partnership
• Positive Sentiment: Strategic talent and acquisition hires: Microsoft added the Cove team (AI collaboration board) and reorganized AI leadership to unify Copilot efforts — signals investment in closing capability gaps vs. rivals. Microsoft hires the team of Sequoia-backed AI collaboration platform, Cove
• Neutral Sentiment: Analyst and media debate: Several pieces argue Microsoft could be a buying opportunity after the pullback, while comparisons to Alphabet and the rest of the Magnificent Seven show mixed views — keeps volatility likely as markets weigh valuation vs. execution. Better Buy Now: Alphabet vs. Microsoft
• Neutral Sentiment: Investor takes on the pullback: Multiple “buy the dip” and megacap selection articles highlight Microsoft’s scale but also note capex/infrastructure headwinds — suggests divergent investor convictions. My Top 3 Megacap Stocks to Buy After Microsoft’s Latest Pullback
• Negative Sentiment: Key partnership at risk: Reports that Microsoft is considering legal action as OpenAI explores a large deal with Amazon create uncertainty around Microsoft’s privileged access to OpenAI models — could hurt Copilot differentiation and Azure demand. Microsoft’s threat to sue OpenAI is the clearest sign yet that the most important partnership in tech is breaking down
• Negative Sentiment: Security incidents and regulatory warnings: A recent cyberattack tied to Microsoft management tools prompted a U.S. agency advisory to secure the tool, and SharePoint was flagged as an attack vector — raises near-term risk, potential remediation costs and customer concern. US agency asks companies to secure Microsoft tool after Stryker cyberattack
• Negative Sentiment: Leadership and execution questions: Coverage noting reassignments and reorganizations in AI (including the Suleyman reassignment) and concerns about rising infrastructure costs have pressured sentiment and contributed to the stock’s decline. “World-Class Models”: Microsoft Stock (NASDAQ:MSFT) Drops as Suleyman Reassigned

Insider Transactions at Microsoft

In other Microsoft news, Director John W. Stanton purchased 5,000 shares of the company’s stock in a transaction that occurred on Wednesday, February 18th. The shares were acquired at an average price of $397.35 per share, with a total value of $1,986,750.00. Following the transaction, the director owned 83,905 shares in the company, valued at $33,339,651.75. The trade was a 6.34% increase in their ownership of the stock. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Kathleen T. Hogan sold 12,321 shares of Microsoft stock in a transaction dated 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 transaction, the executive vice president 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. Corporate insiders own 0.03% of the company’s stock.

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).