Lyell Wealth Management LP Has $44.57 Million Stock Position in Microsoft Corporation $MSFT

Lyell Wealth Management LP boosted its holdings in shares of Microsoft Corporation (NASDAQ:MSFT) by 5.8% in the fourth quarter, Holdings Channel.com reports. The fund owned 92,149 shares of the software giant’s stock after buying an additional 5,036 shares during the quarter. Microsoft comprises 3.2% of Lyell Wealth Management LP’s holdings, making the stock its 4th largest holding. Lyell Wealth Management LP’s holdings in Microsoft were worth $44,565,000 as of its most recent filing with the SEC.

A number of other institutional investors have also recently bought and sold shares of MSFT. WFA Asset Management Corp grew its holdings in Microsoft by 27.0% during the 1st quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant’s stock worth $427,000 after acquiring an additional 216 shares during the period. Ironwood Wealth Management LLC. grew its holdings in Microsoft by 0.3% during 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 during the period. Discipline Wealth Solutions LLC grew its holdings 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. grew its holdings in Microsoft by 1.2% during the 4th quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant’s stock worth $1,000,000 after acquiring an additional 28 shares during the period. Finally, Eagle Capital Management LLC grew its holdings in Microsoft by 0.4% during the 4th quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant’s stock worth $9,735,000 after acquiring an additional 96 shares during the period. Institutional investors and hedge funds own 71.13% of the company’s stock.

Wall Street Analyst Weigh In

A number of analysts have commented on MSFT shares. Wedbush reaffirmed an “outperform” rating and set a $575.00 target price on shares of Microsoft in a report on Wednesday, May 13th. BMO Capital Markets lowered their target price on shares of Microsoft from $575.00 to $505.00 and set an “outperform” rating for the company in a report on Tuesday, April 28th. DA Davidson decreased their price target on shares of Microsoft from $650.00 to $550.00 and set a “buy” rating for the company in a report on Thursday, April 30th. TD Cowen reissued a “buy” rating and issued a $540.00 price target on shares of Microsoft in a report on Thursday, June 4th. Finally, Phillip Securities raised shares of Microsoft to a “buy” rating and set a $485.00 price target for the company in a report on Wednesday, May 13th. Forty-one investment analysts have rated the stock with a Buy rating and six have given a Hold rating to the company’s stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $561.20.

Insider Activity at Microsoft

In related news, EVP Takeshi Numoto sold 2,500 shares of the business’s stock in a transaction on Monday, June 8th. The shares were sold at an average price of $412.45, for a total value of $1,031,125.00. Following the sale, the executive vice president directly owned 51,968 shares of the company’s stock, valued at approximately $21,434,201.60. The trade was a 4.59% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, EVP Amy Coleman sold 1,262 shares of the business’s stock in a transaction on Thursday, May 14th. The shares were sold at an average price of $411.34, for a total transaction of $519,111.08. Following the completion of the sale, the executive vice president directly owned 46,003 shares in the company, valued at $18,922,874.02. This represents a 2.67% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 19,262 shares of company stock valued at $8,695,581. 0.03% of the stock is owned by corporate insiders.

Key Stories Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Several commentators remain bullish on Microsoft’s long-term AI outlook, arguing the stock looks attractive after the recent pullback and that Copilot/agentic AI could still drive upside. Microsoft Remains A Generational Buying Opportunity In The Agentic AI Era
• Positive Sentiment: Microsoft continues to win AI-infrastructure-related business, including a new 260 MW solar supply deal that supports its data-center and cloud expansion needs. MN8 Energy Delivers 260 MW of Solar to Microsoft Across Two U.S. Power Markets
• Positive Sentiment: The company also announced a quarterly dividend of $0.91 per share, reinforcing Microsoft’s cash-generation strength and shareholder-return profile. Microsoft announces quarterly dividend
• Neutral Sentiment: Satya Nadella’s comments on using the right AI model for the right task highlight Microsoft’s push for AI efficiency, but also signal growing attention to AI compute costs. Satya Nadella Warns Against AI Overuse
• Neutral Sentiment: Microsoft limiting employee use of Anthropic’s Claude Fable 5 over data-retention concerns underscores tighter AI governance, though the direct financial impact appears limited. Microsoft limits employee use of Anthropic’s Claude Fable 5
• Negative Sentiment: Reports that Xbox is preparing major layoffs and budget cuts are pressuring sentiment, as they point to restructuring and weaker confidence in the gaming segment. Microsoft’s Xbox plans for major layoffs next month
• Negative Sentiment: News that Microsoft is cutting jobs in its Azure unit in China adds to concerns about geopolitical friction and near-term cloud execution. Microsoft lays off hundreds from Azure unit in China
• Negative Sentiment: Broader commentary that AI data-center spending may be facing a reality check is weighing on the market’s enthusiasm for Microsoft’s heavy AI capex plans. Wall Street’s $800 Billion AI Data Center Bet Is Showing Cracks

Microsoft Price Performance

Shares of MSFT stock opened at $390.34 on Friday. Microsoft Corporation has a 12-month low of $356.28 and a 12-month high of $555.45. The firm has a market capitalization of $2.90 trillion, a price-to-earnings ratio of 23.23, a price-to-earnings-growth ratio of 1.43 and a beta of 1.11. 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 firm has a fifty day moving average of $410.65 and a 200-day moving average of $429.22.

Microsoft (NASDAQ:MSFT) last announced its quarterly earnings results on Wednesday, April 29th. The software giant reported $4.27 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.06 by $0.21. The company had revenue of $82.89 billion during the quarter, compared to analyst estimates of $81.44 billion. Microsoft had a net margin of 39.34% and a return on equity of 31.94%. The firm’s revenue was up 18.3% on a year-over-year basis. During the same quarter in the previous year, the business earned $3.46 EPS. On average, equities research analysts forecast that Microsoft Corporation will post 16.76 earnings per share for the current year.

Microsoft Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Thursday, August 20th 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, August 20th. Microsoft’s payout ratio is currently 21.67%.

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).