Microsoft Corporation $MSFT is Tyche Wealth Partners LLC’s 5th Largest Position

Tyche Wealth Partners LLC increased its position in Microsoft Corporation (NASDAQ:MSFT) by 13.1% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 35,222 shares of the software giant’s stock after buying an additional 4,078 shares during the period. Microsoft accounts for about 2.7% of Tyche Wealth Partners LLC’s investment portfolio, making the stock its 5th biggest position. Tyche Wealth Partners LLC’s holdings in Microsoft were worth $17,034,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Longfellow Investment Management Co. LLC increased its holdings in shares of Microsoft by 51.3% in the 2nd 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 during the last quarter. Bayforest Capital Ltd purchased a new position in Microsoft in the third quarter worth about $38,000. Sellwood Investment Partners LLC bought a new stake in Microsoft during the third quarter worth approximately $49,000. University of Illinois Foundation bought a new stake in Microsoft during the second quarter worth approximately $50,000. Finally, Daytona Street Capital LLC purchased a new stake in Microsoft during the fourth quarter valued at approximately $50,000. 71.13% of the stock is owned by institutional investors.

Insider Activity

In related news, Director John W. Stanton bought 5,000 shares of the company’s stock in a transaction on Wednesday, February 18th. The shares were acquired at an average cost of $397.35 per share, for a total transaction of $1,986,750.00. Following the purchase, the director directly owned 83,905 shares of the company’s stock, valued at approximately $33,339,651.75. The trade was a 6.34% increase in their ownership of the stock. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, EVP Kathleen T. Hogan sold 12,321 shares of the firm’s stock in a transaction that occurred on Friday, March 6th. The stock was sold at an average price of $409.52, for a total transaction of $5,045,695.92. Following the transaction, the executive vice president directly owned 137,933 shares in the company, valued at approximately $56,486,322.16. This trade represents a 8.20% 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.

Analyst Ratings Changes

A number of brokerages have recently commented on MSFT. Daiwa Securities Group dropped their target price on Microsoft from $630.00 to $600.00 and set a “buy” rating for the company in a report on Wednesday, February 4th. Oppenheimer restated an “outperform” rating and issued a $515.00 price target (down from $630.00) on shares of Microsoft in a research report on Monday, April 27th. Deutsche Bank Aktiengesellschaft dropped their price objective on shares of Microsoft from $575.00 to $550.00 and set a “buy” rating for the company in a research note on Thursday, April 30th. DZ Bank reissued a “buy” rating on shares of Microsoft in a research note on Thursday, April 30th. Finally, Scotiabank lowered their target price on shares of Microsoft from $600.00 to $550.00 and set an “outperform” rating for the company in a report on Thursday. One investment analyst has rated the stock with a Strong Buy rating, thirty-nine have assigned a Buy rating and five have assigned a Hold rating to the company. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $556.00.

Microsoft News Roundup

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft moved Agent 365 out of preview to general availability, positioning itself as a leader in governance and security for enterprise AI agents — this improves MSFT’s enterprise stickiness and could accelerate cloud/Copilot adoption. Microsoft takes Agent 365 out of preview
• Positive Sentiment: A small OpenClaw team is building “Project Lobster,” an always-on assistant for knowledge workers inside Microsoft 365 — a product-led initiative that could expand Copilot-like monetization across Office workloads. Microsoft’s OpenClaw team takes on the personal assistant challenge
• Positive Sentiment: Street support remains: Bernstein recently lifted its price objective and other analysts highlight large backlog growth and long-run upside, reinforcing a constructive view on MSFT’s AI/cloud runway. Microsoft (MSFT): Most Promising AI Stock to Invest In
• Neutral Sentiment: Partner ecosystem traction: Microsoft is showing up in industry implementations (e.g., Medline’s Mpower supply‑chain solution built with Microsoft, and strong MSP adoption via Nerdio), which signals steady commercial demand but not immediate margin impact. Medline officially launches Mpower
• Negative Sentiment: Capital spending worries: analysts and commentators are flagging sharply higher AI capex (guidance for large GPU/infra spend and multiyear capex) and concerns about near-term capex ROI — a primary driver behind recent investor selling. Microsoft: Reasons To Be Concerned About Capex ROI
• Negative Sentiment: Post‑earnings weakness persists: the stock dropped after last week’s results as some investors parsed the spending outlook and backlog/momentum nuances, and commentators note the market reaction remains cautious. What can power Microsoft stock higher after earnings stumble?
• Negative Sentiment: Wider tech headwinds: hedge‑fund de‑risking of big tech and local data‑center/energy constraints (e.g., Denmark connection pauses) add macro and operational risk to MSFT’s hyperscale buildout. Hedge Funds Launch Biggest Tech Stock Pullback In Over 10 Years

Microsoft Stock Performance

Shares of Microsoft stock opened at $413.62 on Tuesday. The company has a quick ratio of 1.27, a current ratio of 1.28 and a debt-to-equity ratio of 0.08. The stock’s fifty day moving average is $395.28 and its two-hundred day moving average is $447.45. Microsoft Corporation has a 52 week low of $356.28 and a 52 week high of $555.45. The company has a market capitalization of $3.07 trillion, a PE ratio of 24.62, a price-to-earnings-growth ratio of 1.55 and a beta of 1.10.

Microsoft (NASDAQ:MSFT) last released its earnings results on Wednesday, April 29th. The software giant reported $4.27 earnings per share for the quarter, topping the consensus estimate of $4.06 by $0.21. The business had revenue of $82.89 billion during the quarter, compared to the consensus estimate of $81.44 billion. Microsoft had a return on equity of 31.94% and a net margin of 39.34%.The business’s revenue for the quarter was up 18.3% compared to the same quarter last year. During the same period last year, the company earned $3.46 earnings per share. As a group, analysts expect that Microsoft Corporation will post 16.68 earnings per share for the current year.

Microsoft Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, June 11th. Shareholders of record on Thursday, May 21st will be given a $0.91 dividend. This represents a $3.64 annualized dividend and a yield of 0.9%. The ex-dividend date of this dividend is Thursday, May 21st. Microsoft’s payout ratio is 21.67%.

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).