FSM Wealth Advisors LLC Acquires 2,095 Shares of Microsoft Corporation $MSFT

FSM Wealth Advisors LLC lifted its holdings in Microsoft Corporation (NASDAQ:MSFT) by 7.1% in the third quarter, according to the company in its most recent filing with the SEC. The fund owned 31,417 shares of the software giant’s stock after acquiring an additional 2,095 shares during the quarter. Microsoft accounts for about 2.3% of FSM Wealth Advisors LLC’s holdings, making the stock its 13th biggest holding. FSM Wealth Advisors LLC’s holdings in Microsoft were worth $16,272,000 at the end of the most recent quarter.

Other institutional investors also recently made changes to their positions in the company. WFA Asset Management Corp increased its holdings in shares of Microsoft by 27.0% in the first quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant’s stock worth $427,000 after buying an additional 216 shares during the period. Ironwood Wealth Management LLC. grew its position in Microsoft by 0.3% during the 2nd quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant’s stock worth $5,658,000 after acquiring an additional 38 shares during the last quarter. Discipline Wealth Solutions LLC grew its position in Microsoft by 410.4% during the 3rd quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant’s stock worth $1,144,000 after acquiring an additional 2,138 shares during the last quarter. Wealth Group Ltd. increased its stake in Microsoft by 1.2% in the 4th quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant’s stock worth $1,000,000 after purchasing an additional 28 shares during the period. Finally, Eagle Capital Management LLC lifted its position in Microsoft by 0.4% in the fourth quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant’s stock valued at $9,735,000 after purchasing an additional 96 shares during the last quarter. Hedge funds and other institutional investors own 71.13% of the company’s stock.

More Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Major analyst support remains intact — Jefferies reiterated a Buy on MSFT with a $675 target, and other firms (Wedbush, Scotiabank) continue positive stances, reinforcing a bullish long-term AI/cloud story. Microsoft’s (MSFT) AI Strategy Reinforces Its Position as a Long-Term Winner, Analyst Says
• Positive Sentiment: New commercial partnerships extend Copilot/Azure monetization paths — PayPal will power checkout in Copilot and Fiserv has an AI partnership to embed Microsoft tech, both help drive direct revenue/usage for Copilot and Azure. PayPal Teams With Microsoft to Power Checkout in Copilot
• Positive Sentiment: Product momentum and enterprise demand remain strong — reporting around robust Azure demand, agentic AI tools for retail, and new robotics/automation partnerships that expand Azure’s TAM. These support revenue visibility and margin recovery as AI deployments scale. Microsoft Unleashes Agentic AI To Automate Every Corner Of Retail
• Neutral Sentiment: EU digital-rule update reportedly spares big tech from the strictest measures — less regulatory tightening would be neutral-to-positive for MSFT but it’s a policy development to monitor. Exclusive: Big Tech spared strict rules in EU digital rule overhaul, sources say
• Neutral Sentiment: Analyst price-target consensus points to sizable upside (~30% mean) and multiple firms flag MSFT as a top AI play — bullish medium-term context but not an immediate catalyst. Wall Street Analysts Predict a 30.32% Upside in Microsoft (MSFT)
• Neutral Sentiment: Upcoming earnings and corporate cadence — Microsoft announced its quarterly earnings date; previews suggest continued double‑digit growth expectations, making the report a potential near-term catalyst. Microsoft announces quarterly-earnings release date
• Negative Sentiment: Layoff rumors and cost worries have circulated (reports of thousands of cuts); Microsoft publicly pushed back calling some figures “100 percent made up,” but the rumor flow can pressure sentiment and drive short-term selling. “100 Percent Made Up”: Microsoft Stock (NASDAQ:MSFT) Slips in Response to Layoff Rumors
• Negative Sentiment: Local opposition to a proposed data center in Michigan and broader community pushback could create PR/headwind risks and slow site builds — timing/permits matter for capacity expansion plans. Microsoft revealed as company behind controversial data center proposal in Michigan township
• Negative Sentiment: Legal exposure around OpenAI (lawsuit allowed to proceed to trial) is a reputational/legal risk given Microsoft’s close ties and investments in OpenAI. Elon Musk’s lawsuit accusing ChatGPT-maker OpenAI Of Betraying Its Nonprofit Mission Can Go To Trial, Judge Rules

Insider Buying and Selling at Microsoft

In related news, EVP Takeshi Numoto sold 2,850 shares of the stock in a transaction dated Thursday, December 4th. The shares were sold at an average price of $478.72, for a total value of $1,364,352.00. Following the completion of the transaction, the executive vice president directly owned 55,782 shares in the company, valued at $26,703,959.04. This trade represents a 4.86% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Judson Althoff sold 12,750 shares of Microsoft stock in a transaction dated Tuesday, December 2nd. The shares were sold at an average price of $491.52, for a total transaction of $6,266,880.00. Following the transaction, the chief executive officer directly owned 129,349 shares of the company’s stock, valued at approximately $63,577,620.48. This trade represents a 8.97% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 54,100 shares of company stock valued at $27,598,872. 0.03% of the stock is currently owned by company insiders.

Wall Street Analysts Forecast Growth

MSFT has been the topic of several recent analyst reports. BMO Capital Markets cut their target price on shares of Microsoft from $650.00 to $625.00 and set an “outperform” rating on the stock in a report on Thursday, October 30th. DZ Bank reissued a “buy” rating on shares of Microsoft in a research report on Thursday, October 30th. KeyCorp restated an “overweight” rating on shares of Microsoft in a research report on Thursday, October 30th. Wedbush reaffirmed an “outperform” rating and set a $625.00 price objective on shares of Microsoft in a research note on Monday, December 22nd. Finally, Stifel Nicolaus set a $640.00 target price on shares of Microsoft in a report on Thursday, October 30th. Two investment analysts have rated the stock with a Strong Buy rating, thirty-seven have given a Buy rating and four have issued a Hold rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $630.11.

Microsoft Trading Down 1.1%

Shares of MSFT opened at $478.11 on Friday. Microsoft Corporation has a 1-year low of $344.79 and a 1-year high of $555.45. The firm has a market capitalization of $3.55 trillion, a price-to-earnings ratio of 34.01, a PEG ratio of 1.81 and a beta of 1.07. The firm’s 50-day moving average price is $488.91 and its 200-day moving average price is $503.66. The company has a current ratio of 1.40, a quick ratio of 1.39 and a debt-to-equity ratio of 0.10.

Microsoft (NASDAQ:MSFT) last posted its quarterly earnings data on Wednesday, October 29th. The software giant reported $4.13 earnings per share for the quarter, beating the consensus estimate of $3.65 by $0.48. Microsoft had a return on equity of 32.45% and a net margin of 35.71%.The business had revenue of $77.67 billion for the quarter, compared to analysts’ expectations of $75.49 billion. During the same period in the previous year, the firm posted $3.30 EPS. The business’s revenue was up 18.4% on a year-over-year basis. Sell-side analysts anticipate that Microsoft Corporation will post 13.08 EPS for the current year.

Microsoft Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, March 12th. Shareholders of record on Thursday, February 19th will be issued a $0.91 dividend. The ex-dividend date is Thursday, February 19th. This represents a $3.64 dividend on an annualized basis and a yield of 0.8%. Microsoft’s dividend payout ratio is 25.89%.

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).