5,203 Shares in Microsoft Corporation $MSFT Acquired by Sonoma Allocations LLC

Sonoma Allocations LLC purchased a new position in shares of Microsoft Corporation (NASDAQ:MSFT) in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor purchased 5,203 shares of the software giant’s stock, valued at approximately $2,662,000. Microsoft comprises 1.0% of Sonoma Allocations LLC’s investment portfolio, making the stock its 17th largest holding.

Other hedge funds also recently made changes to their positions in the company. WFA Asset Management Corp grew its position in Microsoft by 27.0% during the first quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant’s stock valued at $427,000 after acquiring an additional 216 shares during the period. Ironwood Wealth Management LLC. grew its holdings in shares of 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 purchasing an additional 38 shares during the period. Discipline Wealth Solutions LLC lifted its position in Microsoft by 410.4% during the third quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant’s stock valued at $1,144,000 after buying an additional 2,138 shares in the last quarter. Wealth Group Ltd. increased its position in shares of Microsoft by 1.2% in the fourth 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 in the last quarter. Finally, Eagle Capital Management LLC raised its stake in shares of Microsoft by 0.4% in the 4th quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant’s stock valued at $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.

Insider Transactions at Microsoft

In other Microsoft news, CEO Judson Althoff sold 12,750 shares of the firm’s stock in a transaction dated Tuesday, December 2nd. The shares were sold at an average price of $491.52, for a total value of $6,266,880.00. Following the transaction, the chief executive officer owned 129,349 shares of the company’s stock, valued at $63,577,620.48. This trade represents a 8.97% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, EVP Takeshi Numoto sold 2,850 shares of the company’s stock in a transaction that occurred on Thursday, December 4th. The shares were sold at an average price of $478.72, for a total value of $1,364,352.00. Following the transaction, the executive vice president directly owned 55,782 shares of the company’s stock, valued at $26,703,959.04. This trade represents a 4.86% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 54,100 shares of company stock worth $27,598,872. 0.03% of the stock is currently owned by insiders.

Microsoft Trading Down 10.0%

Shares of NASDAQ MSFT opened at $433.50 on Friday. The company has a quick ratio of 1.39, a current ratio of 1.40 and a debt-to-equity ratio of 0.10. The stock’s 50 day moving average price is $476.67 and its two-hundred day moving average price is $500.21. Microsoft Corporation has a 52-week low of $344.79 and a 52-week high of $555.45. The stock has a market capitalization of $3.22 trillion, a P/E ratio of 27.11, a PEG ratio of 1.94 and a beta of 1.07.

Microsoft (NASDAQ:MSFT) last issued its quarterly earnings results on Wednesday, January 28th. The software giant reported $4.14 earnings per share for the quarter, beating analysts’ consensus estimates of $3.86 by $0.28. Microsoft had a return on equity of 33.48% and a net margin of 39.04%.The business had revenue of $81.27 billion during the quarter, compared to the consensus estimate of $80.28 billion. During the same period in the previous year, the business earned $3.23 EPS. The business’s quarterly revenue was up 16.7% on a year-over-year basis. On average, analysts anticipate 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, March 12th. Shareholders of record on Thursday, February 19th will be issued a dividend of $0.91 per share. 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 is 25.89%.

Key Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Q2 beat on top and bottom lines — EPS $4.14 and revenue $81.27B, with Microsoft Cloud topping $50B and Azure still growing robustly—this underpins the long?term growth thesis. Microsoft beats Wall Street expectations
• Positive Sentiment: OpenAI and AI revenue contribution is material — the company reported meaningful gains tied to OpenAI that help justify the AI investment narrative. Microsoft gained $7.6 billion from OpenAI
• Neutral Sentiment: Microsoft unveiled its Maia 200 AI accelerator — a strategic product for in?house AI capability, but commercial impact/timing is uncertain and longer term. Microsoft launches Maia 200 AI accelerator
• Negative Sentiment: Record AI capex spooked investors — Q2 capex (~$37.5B) rose sharply and management signaled continued heavy spending; markets worried about the timing and ROI of that investment. Microsoft sheds $430bn in market value as AI spending spooks investors
• Negative Sentiment: Investor reaction: a historic one?day market?cap wipe and broad tech weakness as traders rotated into names (like Meta) that showed clearer near?term payoff from AI spend. Microsoft lost $357 billion in market cap as stock plunged
• Negative Sentiment: Analysts trimmed targets and flagged near?term risk — several firms cut price targets or adjusted estimates citing slower Azure growth and heavier capex, increasing near?term downside risk. These analysts slash their forecasts on Microsoft

Wall Street Analyst Weigh In

A number of analysts recently weighed in on MSFT shares. Barclays reaffirmed an “overweight” rating and set a $600.00 price target (down from $610.00) on shares of Microsoft in a research report on Thursday. Bank of America lowered their target price on Microsoft from $640.00 to $520.00 and set a “buy” rating for the company in a research note on Monday. BNP Paribas Exane boosted their price target on Microsoft from $632.00 to $659.00 and gave the stock an “outperform” rating in a research report on Tuesday. Piper Sandler restated an “overweight” rating and issued a $600.00 price target (down previously from $650.00) on shares of Microsoft in a report on Thursday. Finally, Citigroup dropped their price objective on shares of Microsoft from $660.00 to $635.00 and set a “buy” rating on the stock in a research note on Thursday. One analyst has rated the stock with a Strong Buy rating, thirty-eight have given a Buy rating and three have given a Hold rating to the stock. According to MarketBeat.com, Microsoft currently has an average rating of “Moderate Buy” and a consensus target price of $599.72.

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).