Petros Family Wealth LLC Has $3.59 Million Stake in Microsoft Corporation $MSFT

Petros Family Wealth LLC decreased its position in shares of Microsoft Corporation (NASDAQ:MSFT) by 11.7% during the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 9,703 shares of the software giant’s stock after selling 1,280 shares during the period. Microsoft makes up about 2.6% of Petros Family Wealth LLC’s investment portfolio, making the stock its 7th largest position. Petros Family Wealth LLC’s holdings in Microsoft were worth $3,592,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also made changes to their positions in MSFT. WFA Asset Management Corp raised its position in Microsoft by 27.0% in the 1st quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant’s stock worth $427,000 after purchasing an additional 216 shares during the period. Ironwood Wealth Management LLC. lifted its stake in Microsoft by 0.3% in the second 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 last quarter. Discipline Wealth Solutions LLC boosted its position in shares of 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 during the period. Wealth Group Ltd. grew its stake in shares of 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 buying an additional 28 shares during the last quarter. Finally, Eagle Capital Management LLC grew its stake in shares of Microsoft by 0.4% during the fourth quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant’s stock valued at $9,735,000 after buying an additional 96 shares during the last quarter. Hedge funds and other institutional investors own 71.13% of the company’s stock.

Analysts Set New Price Targets

A number of research firms recently issued reports on MSFT. Argus dropped their price objective on Microsoft from $620.00 to $510.00 and set a “buy” rating for the company in a report on Friday. DA Davidson reiterated a “buy” rating and issued a $550.00 target price on shares of Microsoft in a research note on Monday, July 6th. Rothschild & Co Redburn decreased their target price on Microsoft from $450.00 to $400.00 and set a “neutral” rating for the company in a research report on Thursday, April 23rd. Truist Financial lowered their target price on shares of Microsoft from $675.00 to $575.00 and set a “buy” rating for the company in a research note on Thursday, April 30th. Finally, Cantor Fitzgerald restated an “overweight” rating and issued a $502.00 price target on shares of Microsoft in a report on Thursday, June 4th. Forty-one investment analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $559.84.

Microsoft News Summary

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Several recent articles highlighted Microsoft’s AI strategy as a growth driver, including comments from CEO Satya Nadella about “the next massive AI trade” and enterprise customers integrating more partner AI tools into Microsoft’s ecosystem. Article Title
• Positive Sentiment: Analyst commentary remained constructive ahead of Microsoft’s late-July earnings report, with bullish notes pointing to strong Azure growth, large commercial backlog, and expectations that AI spending can support longer-term revenue growth. Article Title
• Positive Sentiment: Multiple market write-ups argued Microsoft may be undervalued after this year’s pullback, with some firms seeing meaningful upside if the company converts AI and Azure demand into earnings growth. Article Title
• Neutral Sentiment: Microsoft continues to draw long-term investor support from institutional buying, government contract wins, and favorable analyst ratings, which helps reinforce confidence but is not a fresh catalyst by itself. Article Title
• Negative Sentiment: Shares are also being weighed by class-action lawsuit headlines tied to alleged Copilot-related misrepresentations and securities fraud claims, which add legal overhang and headline risk for investors. Article Title
• Negative Sentiment: Investor concern also remains centered on Microsoft’s heavy AI capital spending and environmental impact, with some commentary questioning whether rising capex and emissions can eventually pressure margins or sentiment. Article Title

Insiders Place Their Bets

In other news, CEO Judson Althoff sold 15,500 shares of the business’s stock in a transaction on Monday, June 1st. The stock was sold at an average price of $460.99, for a total value of $7,145,345.00. Following the completion of the transaction, the chief executive officer directly owned 110,477 shares of the company’s stock, valued at approximately $50,928,792.23. The trade was a 12.30% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, EVP Amy Coleman sold 1,262 shares of the company’s stock in a transaction on Thursday, May 14th. The stock was sold at an average price of $411.34, for a total value of $519,111.08. Following the sale, the executive vice president owned 46,003 shares of the company’s stock, valued at $18,922,874.02. This trade represents a 2.67% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 23,762 shares of company stock worth $10,508,361 over the last 90 days. Company insiders own 0.03% of the company’s stock.

Microsoft Stock Performance

MSFT stock opened at $390.99 on Tuesday. Microsoft Corporation has a 1-year low of $349.20 and a 1-year high of $555.45. The business has a 50-day moving average price of $401.99 and a 200 day moving average price of $413.41. The company has a market capitalization of $2.90 trillion, a P/E ratio of 23.27, a PEG ratio of 1.21 and a beta of 1.13. The company has a debt-to-equity ratio of 0.08, a current ratio of 1.28 and a quick ratio of 1.27.

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

Microsoft Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Thursday, August 20th will be issued a dividend of $0.91 per share. The ex-dividend date is Thursday, August 20th. This represents a $3.64 dividend on an annualized basis and a yield of 0.9%. Microsoft’s dividend payout ratio is currently 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).