KFA Private Wealth Group LLC Increases Holdings in Microsoft Corporation $MSFT

KFA Private Wealth Group LLC raised its holdings in shares of Microsoft Corporation (NASDAQ:MSFT) by 32.9% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 7,499 shares of the software giant’s stock after acquiring an additional 1,856 shares during the quarter. Microsoft makes up 0.9% of KFA Private Wealth Group LLC’s investment portfolio, making the stock its 22nd biggest holding. KFA Private Wealth Group LLC’s holdings in Microsoft were worth $3,626,000 as of its most recent SEC filing.

Other hedge funds have also made changes to their positions in the company. Norges Bank purchased a new position in Microsoft in the second quarter valued at approximately $50,493,678,000. Nuveen LLC purchased a new stake in shares of Microsoft during the 1st quarter worth approximately $18,733,827,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its holdings in shares of Microsoft by 500.0% in the 3rd quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 59,543,261 shares of the software giant’s stock valued at $30,840,432,000 after buying an additional 49,618,571 shares in the last quarter. Laurel Wealth Advisors LLC boosted its holdings in shares of Microsoft by 49,640.3% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 29,967,038 shares of the software giant’s stock valued at $14,905,904,000 after buying an additional 29,906,791 shares in the last quarter. Finally, Vanguard Group Inc. grew its position in shares of Microsoft by 2.0% in the 2nd quarter. Vanguard Group Inc. now owns 705,077,786 shares of the software giant’s stock valued at $350,712,742,000 after buying an additional 13,691,572 shares during the last quarter. Hedge funds and other institutional investors own 71.13% of the company’s stock.

Microsoft Stock Performance

NASDAQ:MSFT opened at $372.74 on Wednesday. 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 firm has a market cap of $2.77 trillion, a price-to-earnings ratio of 23.31, a price-to-earnings-growth ratio of 1.50 and a beta of 1.10. The firm’s fifty day moving average price is $415.00 and its 200 day moving average price is $470.04. Microsoft Corporation has a 1-year low of $344.79 and a 1-year high of $555.45.

Microsoft (NASDAQ:MSFT) last released its earnings results on Wednesday, January 28th. The software giant reported $4.14 EPS for the quarter, topping the consensus estimate of $3.86 by $0.28. The company had revenue of $81.27 billion during the quarter, compared to analysts’ expectations of $80.28 billion. Microsoft had a net margin of 39.04% and a return on equity of 32.34%. The business’s revenue was up 16.7% on a year-over-year basis. During the same quarter last year, the business earned $3.23 EPS. On average, sell-side analysts expect that Microsoft Corporation will post 13.08 EPS for the current year.

Microsoft Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, June 11th. Shareholders of record on Thursday, May 21st will be issued a $0.91 dividend. This represents a $3.64 dividend on an annualized basis and a yield of 1.0%. The ex-dividend date of this dividend is Thursday, May 21st. Microsoft’s payout ratio is currently 22.76%.

Insider Buying and Selling

In other Microsoft news, EVP Kathleen T. Hogan sold 12,321 shares of the business’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 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 transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, Director John W. Stanton bought 5,000 shares of the business’s stock in a transaction dated Wednesday, February 18th. The shares were acquired at an average cost of $397.35 per share, with a total value of $1,986,750.00. Following the completion of the purchase, the director owned 83,905 shares in the company, valued at approximately $33,339,651.75. This represents a 6.34% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. 0.03% of the stock is currently owned by insiders.

Analyst Upgrades and Downgrades

A number of equities research analysts recently weighed in on the stock. Deutsche Bank Aktiengesellschaft reduced their price target on shares of Microsoft from $630.00 to $575.00 and set a “buy” rating for the company in a research report on Thursday, January 29th. JPMorgan Chase & Co. cut their target price on Microsoft from $575.00 to $550.00 and set an “overweight” rating on the stock in a research report on Thursday, January 29th. Bank of America began coverage on Microsoft in a report on Tuesday. They issued a “buy” rating and a $500.00 target price for the company. Robert W. Baird set a $540.00 target price on Microsoft and gave the company an “outperform” rating in a research report on Thursday, January 29th. Finally, Jefferies Financial Group restated a “buy” rating on shares of Microsoft in a research note on Thursday, March 5th. Two research analysts have rated the stock with a Strong Buy rating, thirty-nine have given a Buy rating and four have assigned a Hold rating to the company’s stock. According to MarketBeat.com, Microsoft presently has a consensus rating of “Moderate Buy” and a consensus target price of $591.34.

Trending Headlines about Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: BofA reinstated coverage with a Buy rating and a $500 target, arguing Azure and Copilot momentum justify material upside — a prominent bullish signal for long?term investors. BofA projects 31% rally
• Positive Sentiment: Unusual call?option volume shows traders are buying at?the?money and slightly OTM calls today — a short?term bullish signal that some investors expect a rebound or are hedging for upside. Investors piling into MSFT calls
• Positive Sentiment: Talent hires for Microsoft’s advanced AI teams (including experienced researchers under Mustafa Suleyman) reinforce MSFT’s long?term AI capability and product road map. Microsoft hires AI researchers
• Neutral Sentiment: Microsoft agreed to rent a large Texas data?center project that Oracle/OpenAI abandoned — this expands capacity but highlights industry competition for sites and local community approval challenges. Microsoft to rent Texas data center
• Neutral Sentiment: Microsoft President Brad Smith’s comments on investing in nuclear power and building AI guardrails signal long?term infrastructure and safety focus — supportive for sustainability and compliance, but not an immediate earnings catalyst. Brad Smith on nuclear investment
• Neutral Sentiment: Multiple short?interest entries in feeds show anomalous/zero values (likely data noise) and do not indicate a meaningful rise in shorts today.
• Negative Sentiment: OpenAI’s investor document flagged heavy dependence on Microsoft for funding and compute as a top risk — that disclosure raised concerns about the partnership’s stability and potential revenue recognition or strategic risk. OpenAI flags Microsoft dependence
• Negative Sentiment: News reports and analyst commentary point to a weak near?term outlook and MSFT hitting new lows, triggering selling pressure as investors reassess near?term growth vs. rising costs. Microsoft hits new low amid weak outlook
• Negative Sentiment: Melius and other analysts flagged reorganization of Copilot and broader heavy CapEx for AI as execution risks — investors worry monetization of Copilot and the $100–120B+ infrastructure spend will pressure margins before benefits materialize. Melius: Copilot reorg red flag

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).