Western Wealth Management LLC Acquires 7,617 Shares of Microsoft Corporation $MSFT

Western Wealth Management LLC raised its holdings in Microsoft Corporation (NASDAQ:MSFT) by 9.2% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 90,108 shares of the software giant’s stock after buying an additional 7,617 shares during the period. Microsoft comprises about 2.0% of Western Wealth Management LLC’s holdings, making the stock its 8th largest position. Western Wealth Management LLC’s holdings in Microsoft were worth $43,578,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. Longfellow Investment Management Co. LLC increased its position in shares of Microsoft by 51.3% during the second quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant’s stock worth $29,000 after purchasing an additional 20 shares in the last quarter. Bernzott Capital Advisors acquired a new stake in shares of Microsoft during the fourth quarter worth about $34,000. Fairway Wealth LLC increased its position in shares of Microsoft by 287.0% during the fourth quarter. Fairway Wealth LLC now owns 89 shares of the software giant’s stock worth $43,000 after purchasing an additional 66 shares in the last quarter. Sellwood Investment Partners LLC acquired a new stake in shares of Microsoft during the third quarter worth about $49,000. Finally, University of Illinois Foundation acquired a new stake in shares of Microsoft during the second quarter worth about $50,000. 71.13% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

In other Microsoft news, CEO Judson Althoff sold 15,500 shares of Microsoft stock in a transaction that occurred 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 sale, the chief executive officer 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 sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Amy Coleman sold 1,262 shares of Microsoft stock in a transaction that occurred on Thursday, May 14th. The shares were sold at an average price of $411.34, for a total value 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 position. The SEC filing for this sale provides additional information. 0.03% of the stock is currently owned by insiders.

Microsoft News Roundup

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft used Build 2026 to unveil new in-house AI models, agent tools, Windows upgrades, and quantum computing progress, reinforcing its long-term AI growth story and reducing reliance on OpenAI. Analysts Say Buy Microsoft Stock (MSFT) after Build 2026 Reinforces AI Growth Story
• Positive Sentiment: Jefferies and other Wall Street commentators praised Microsoft’s model-agnostic enterprise AI strategy, saying its platform, governance tools, and Azure ecosystem position it well in the enterprise AI race. Microsoft’s model-agnostic AI strategy earns praise from Jefferies
• Positive Sentiment: Analysts reiterated bullish views and price targets, including TD Cowen’s reaffirmed Buy rating, which supports the view that MSFT still has meaningful upside if AI revenue keeps scaling. Microsoft reiterated buy rating and price target
• Positive Sentiment: Microsoft’s AI revenue run rate reportedly crossed $37 billion, and multiple reports highlighted strong Azure and Copilot demand, suggesting monetization is accelerating. Microsoft’s AI Revenue Run Rate Just Crossed $37 Billion. Is It the Best AI Stock to Buy Now?
• Neutral Sentiment: Microsoft’s Q3 results beat estimates on both revenue and EPS, but some coverage said the stock still fell after the report because investors remain cautious about how much AI spending will pressure margins. Microsoft (MSFT) Slid Despite Top and Bottom-Line Beats
• Neutral Sentiment: Microsoft’s new healthcare AI partnership with Mayo Clinic and other collaborations broaden the AI story, but they are still early-stage and not yet major financial drivers. Microsoft Bets Big On Healthcare AI, Teams Up With Mayo Clinic
• Negative Sentiment: Judson Althoff sold 15,500 shares, which can create short-term concern even though the sale was modest relative to his remaining stake. Microsoft (NASDAQ:MSFT) CEO Sells $7,145,345.00 in Stock
• Negative Sentiment: Several articles noted lingering worries about heavy AI capex, OpenAI relationship strain, and pricing pressure in GitHub Copilot, which could weigh on sentiment if investors question the payoff from Microsoft’s spending spree. GitHub Copilot users get a rude awakening as new AI pricing goes into effect

Analyst Upgrades and Downgrades

A number of analysts have recently commented on the company. Melius Research set a $430.00 target price on Microsoft in a research report on Monday, February 9th. Jefferies Financial Group reiterated a “buy” rating on shares of Microsoft in a research report on Monday, May 4th. Wedbush reiterated an “outperform” rating and set a $575.00 target price on shares of Microsoft in a research report on Wednesday, May 13th. Phillip Securities upgraded Microsoft to a “buy” rating and set a $485.00 target price on the stock in a research report on Wednesday, May 13th. Finally, Royal Bank Of Canada reissued a “buy” rating on shares of Microsoft in a report on Friday, May 22nd. Forty-one research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $561.20.

Microsoft Stock Performance

NASDAQ MSFT opened at $428.05 on Friday. The company has a quick ratio of 1.27, a current ratio of 1.28 and a debt-to-equity ratio of 0.08. Microsoft Corporation has a 52-week low of $356.28 and a 52-week high of $555.45. The business’s 50-day moving average price is $406.72 and its 200 day moving average price is $432.18. The firm has a market cap of $3.18 trillion, a P/E ratio of 25.48, a P/E/G ratio of 1.54 and a beta of 1.11.

Microsoft (NASDAQ:MSFT) last released its quarterly earnings results on Wednesday, April 29th. The software giant reported $4.27 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.06 by $0.21. Microsoft had a return on equity of 31.94% and a net margin of 39.34%.The firm had revenue of $82.89 billion for the quarter, compared to analyst estimates of $81.44 billion. During the same quarter last year, the company posted $3.46 earnings per share. The business’s revenue was up 18.3% on a year-over-year basis. On average, equities research analysts expect that Microsoft Corporation will post 16.76 earnings per share 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 0.9%. The ex-dividend date of this dividend is Thursday, May 21st. Microsoft’s 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).