Wealth Advisors of Tampa Bay LLC Has $13.81 Million Stock Holdings in Microsoft Corporation $MSFT

Wealth Advisors of Tampa Bay LLC increased its holdings in shares of Microsoft Corporation (NASDAQ:MSFT) by 28.6% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 26,669 shares of the software giant’s stock after acquiring an additional 5,927 shares during the quarter. Microsoft comprises 4.6% of Wealth Advisors of Tampa Bay LLC’s portfolio, making the stock its 2nd biggest holding. Wealth Advisors of Tampa Bay LLC’s holdings in Microsoft were worth $13,813,000 as of its most recent SEC filing.

Several other hedge funds have also added to or reduced their stakes in MSFT. Longfellow Investment Management Co. LLC boosted its holdings in shares of Microsoft by 51.3% during 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 period. Bayforest Capital Ltd bought a new position in Microsoft in the 3rd quarter valued at about $38,000. LSV Asset Management acquired a new stake in Microsoft during the fourth quarter worth approximately $44,000. Sellwood Investment Partners LLC acquired a new stake in Microsoft during the third quarter worth approximately $49,000. Finally, University of Illinois Foundation bought a new stake in shares of Microsoft during the second quarter worth approximately $50,000. Institutional investors and hedge funds own 71.13% of the company’s stock.

Trending Headlines about Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft has a near-term product catalyst: a $99/month AI tools bundle (includes Copilot capabilities) with a May 1 launch that could drive commercial adoption and recurring ARR growth. Microsoft Is Racing to Beat Claude Cowork. A Big Catalyst for MSFT Stock Is Coming May 1.
• Positive Sentiment: Microsoft is expanding into healthcare AI with Copilot Health (can read medical records and provide personalized insights) and partner integrations, opening a large vertical market and cross?sell opportunities for Azure and Copilot. Microsoft launched a new healthcare chatbot
• Positive Sentiment: Microsoft 365 E7 bundles Copilot, Anthropic’s Claude Cowork and security tools — a premium enterprise offering that can lift average revenue per user for large customers. Analysts continue to highlight AI-driven revenue upside. Microsoft’s New E7 AI Suite And Healthcare Push Shape Long-Term Outlook
• Neutral Sentiment: Xbox/product cycle news: Microsoft is advancing Project Helix (next?gen Xbox) but prototypes won’t reach developers until 2027 — positive for long-term console moat but not an immediate revenue driver. Microsoft’s Next Xbox Moves Closer to Reality: What It Means for MSFT Stock
• Neutral Sentiment: Gaming/graphics tech progress (DirectX/advanced shader delivery with NVIDIA/Intel) reduces frictions for PC gaming and helps Xbox/Windows gaming competitiveness but is a more gradual, longer-term tailwind. DirectX Gears Up For ML Era On Windows
• Negative Sentiment: Investor concern about huge AI data?center capex and public pushback over electricity/costs is weighing on the stock; large lease and buildouts boost growth but increase near?term cash burn. Who is really footing the AI energy bill? Inside the debate about data center electricity costs
• Negative Sentiment: Security scare: reports of a new vulnerability in Microsoft Authenticator have spooked investors and triggered selling pressure tied to identity/security risk. New Vulnerability in Microsoft Authenticator Sends Microsoft Stock Sliding
• Negative Sentiment: Leadership change: Rajesh Jha, a long?time head of experiences and devices (Office/Copilot products), announced retirement — creates short?term execution/transition uncertainty. Microsoft’s Rajesh Jha, head of experiences and devices unit, to retire
• Negative Sentiment: Options and flows show increased demand for downside protection (put-call skew steepening), reflecting trader caution after the pullback. Option traders moderately bearish in Microsoft with shareslittle changed

Microsoft Price Performance

Microsoft stock opened at $395.55 on Friday. The firm has a market cap of $2.94 trillion, a PE ratio of 24.74, a price-to-earnings-growth ratio of 1.57 and a beta of 1.10. The company has a debt-to-equity ratio of 0.09, a current ratio of 1.39 and a quick ratio of 1.38. The stock’s fifty day moving average price is $427.46 and its two-hundred day moving average price is $476.21. Microsoft Corporation has a one year low of $344.79 and a one year high of $555.45.

Microsoft (NASDAQ:MSFT) last released its 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. The firm had revenue of $81.27 billion during the quarter, compared to the consensus estimate of $80.28 billion. Microsoft had a return on equity of 32.34% and a net margin of 39.04%.The company’s revenue was up 16.7% compared to the same quarter last year. During the same period in the prior year, the company posted $3.23 EPS. As a group, research analysts expect that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

Microsoft Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, June 11th. Investors 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 yield of 0.9%. Microsoft’s dividend payout ratio is currently 22.76%.

Insider Transactions at Microsoft

In other news, EVP Kathleen T. Hogan sold 12,321 shares of the business’s stock in a transaction that occurred on 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 completion of the transaction, the executive vice president directly owned 137,933 shares in the company, valued at approximately $56,486,322.16. The trade was a 8.20% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director John W. Stanton purchased 5,000 shares of the business’s stock in a transaction dated Wednesday, February 18th. The shares were purchased at an average cost of $397.35 per share, with a total value of $1,986,750.00. Following the acquisition, the director owned 83,905 shares in the company, valued at $33,339,651.75. This trade represents a 6.34% increase in their position. The disclosure for this purchase is available in the SEC filing. Corporate insiders own 0.03% of the company’s stock.

Analysts Set New Price Targets

MSFT has been the topic of a number of recent research reports. Phillip Securities upgraded Microsoft from a “moderate buy” rating to a “strong-buy” rating in a research note on Sunday, February 1st. Deutsche Bank Aktiengesellschaft reduced their price target on Microsoft from $630.00 to $575.00 and set a “buy” rating for the company in a research note on Thursday, January 29th. Wedbush lowered their price objective on Microsoft from $625.00 to $575.00 and set an “outperform” rating on the stock in a research report on Thursday, January 29th. Piper Sandler reissued an “overweight” rating and set a $600.00 target price (down from $650.00) on shares of Microsoft in a report on Thursday, January 29th. Finally, Guggenheim reissued a “buy” rating and issued a $586.00 target price on shares of Microsoft in a research report on Thursday, January 22nd. Two research analysts have rated the stock with a Strong Buy rating, forty have given a Buy rating and four have given a Hold rating to the company’s stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $591.95.

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).