4,972 Shares in Microsoft Corporation $MSFT Bought by Walser Wealth Management Company A Ltd Liability Co

Posted by Michael Walen on Jun 20th, 2026

Walser Wealth Management Company A Ltd Liability Co bought a new position in shares of Microsoft Corporation (NASDAQ:MSFT – Free Report) during the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund bought 4,972 shares of the software giant’s stock, valued at approximately $2,405,000. Microsoft makes up approximately 1.3% of Walser Wealth Management Company A Ltd Liability Co’s portfolio, making the stock its 7th largest position.

Other large investors also recently modified their holdings of the company. Longfellow Investment Management Co. LLC increased its stake in 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 purchasing an additional 20 shares in the last quarter. Bernzott Capital Advisors bought a new position in Microsoft in the fourth quarter valued at approximately $34,000. Timmons Wealth Management LLC acquired a new position in shares of Microsoft in the fourth quarter valued at approximately $36,000. Fairway Wealth LLC boosted its holdings in shares of Microsoft by 287.0% in the fourth quarter. Fairway Wealth LLC now owns 89 shares of the software giant’s stock valued at $43,000 after buying an additional 66 shares during the period. Finally, LSV Asset Management bought a new stake in shares of Microsoft during the fourth quarter worth $44,000. 71.13% of the stock is currently owned by institutional investors.

Microsoft Stock Performance

Shares of MSFT opened at $379.40 on Friday. The stock has a market capitalization of $2.82 trillion, a price-to-earnings ratio of 22.58, a PEG ratio of 1.37 and a beta of 1.11. Microsoft Corporation has a 12 month low of $356.28 and a 12 month high of $555.45. The firm has a fifty day simple moving average of $412.37 and a 200 day simple moving average of $425.58. The company has a current ratio of 1.28, a quick ratio of 1.27 and a debt-to-equity ratio of 0.08.

Microsoft (NASDAQ:MSFT – Get Free Report) last issued its quarterly earnings results on Wednesday, April 29th. The software giant reported $4.27 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.06 by $0.21. The firm had revenue of $82.89 billion for the quarter, compared to analyst estimates of $81.44 billion. Microsoft had a net margin of 39.34% and a return on equity of 31.94%. The company’s revenue was up 18.3% compared to the same quarter last year. During the same period in the previous year, the business earned $3.46 EPS. 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. Investors of record on Thursday, August 20th will be issued a dividend of $0.91 per share. This represents a $3.64 annualized dividend and a yield of 1.0%. The ex-dividend date is Thursday, August 20th. Microsoft’s dividend payout ratio is presently 21.67%.

More Microsoft News

Here are the key news stories impacting Microsoft this week:

Positive Sentiment: New reporting suggests Microsoft is still benefiting from strong AI demand, including ByteDance spending more than $1 billion annually on Azure AI services and broader commentary that Azure growth and AI run-rate remain major drivers of investor interest. Microsoft Builds $1 Billion-Plus AI Business With ByteDance
Positive Sentiment: Several pieces argued Microsoft’s pullback may be creating a buying opportunity because the company still has strong cash flow, dividend growth, and discounted valuation relative to its AI prospects. Microsoft’s Boring Stock Story May Be Its Biggest Strength
Neutral Sentiment: Microsoft also drew attention for product and ecosystem updates, including a possible PayPal integration for Xbox buy-now-pay-later checkout and new Teams features, but these are not likely near-term stock movers. Microsoft Sizes Up PayPal as Xbox Leak Exposes Buy Now Pay Later Plans
Negative Sentiment: Multiple law firms announced or promoted securities class actions tied to Microsoft, alleging investors were harmed by misleading AI/Copilot-related statements during the May 2025 to January 2026 period. These legal headlines can weigh on sentiment. Portnoy Law Firm Announces Class Action on Behalf of Microsoft Corporation Investors
Negative Sentiment: Another negative overhang is the claim that Copilot functionality issues contributed to a sharp stock drop, reinforcing investor concerns about execution risk and AI spending efficiency. Investor Rights Alert: Microsoft Faces Securities Fraud Class Action after Copilot Issues
Negative Sentiment: There is also renewed concern that Microsoft’s gaming strategy is under pressure, with coverage pointing to the Steam Machine and broader cost-cutting in gaming as threats to growth in that segment. The Biggest Threat to Microsoft’s Gaming Ambitions is the Steam Machine

Insider Activity at Microsoft

In other news, CEO Judson Althoff sold 15,500 shares of the company’s stock in a transaction that occurred on Monday, June 1st. The stock was sold at an average price of $460.99, for a total transaction of $7,145,345.00. Following the sale, the chief executive officer owned 110,477 shares in the company, valued at $50,928,792.23. This represents a 12.30% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this link. Also, EVP Amy Coleman sold 1,262 shares of the company’s stock in a transaction that occurred 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 in the company, valued at approximately $18,922,874.02. This represents a 2.67% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 23,762 shares of company stock valued at $10,508,361. Insiders own 0.03% of the company’s stock.

Analyst Ratings Changes

MSFT has been the topic of a number of research analyst reports. Royal Bank Of Canada restated a “buy” rating on shares of Microsoft in a report on Friday, May 22nd. Scotiabank lowered their target price on Microsoft from $600.00 to $550.00 and set an “outperform” rating for the company in a report on Thursday, April 30th. BMO Capital Markets dropped their price target on Microsoft from $575.00 to $505.00 and set an “outperform” rating on the stock in a research note on Tuesday, April 28th. The Goldman Sachs Group restated a “buy” rating on shares of Microsoft in a report on Thursday, April 30th. Finally, Phillip Securities raised Microsoft to a “buy” rating and set a $485.00 price objective for the company in a research report on Wednesday, May 13th. Forty-one research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $561.20.

Get Our Latest Analysis on Microsoft

Microsoft Profile

(Free Report)

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).