3,082 Shares in Microsoft Corporation $MSFT Bought by Magnolia Wealth Management LLC

Magnolia Wealth Management LLC acquired a new stake in Microsoft Corporation (NASDAQ:MSFT) in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 3,082 shares of the software giant’s stock, valued at approximately $1,596,000. Microsoft accounts for 1.0% of Magnolia Wealth Management LLC’s investment portfolio, making the stock its 7th largest position.

Several other large investors have also bought and sold shares of MSFT. Longfellow Investment Management Co. LLC lifted its stake in shares of Microsoft by 51.3% in the second quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant’s stock worth $29,000 after acquiring an additional 20 shares during the period. Bayforest Capital Ltd bought a new stake in Microsoft in the third quarter valued at approximately $38,000. LSV Asset Management bought a new stake in Microsoft in the fourth quarter valued at approximately $44,000. Sellwood Investment Partners LLC acquired a new stake in Microsoft during the 3rd quarter valued at approximately $49,000. Finally, University of Illinois Foundation bought a new position in Microsoft during the 2nd quarter worth approximately $50,000. 71.13% of the stock is owned by institutional investors.

Insider Activity

In other news, Director John W. Stanton bought 5,000 shares of the firm’s stock in a transaction that occurred on Wednesday, February 18th. The stock was acquired at an average cost of $397.35 per share, with a total value of $1,986,750.00. Following the transaction, the director directly owned 83,905 shares of the company’s stock, valued at approximately $33,339,651.75. This represents a 6.34% increase in their position. The purchase was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP Kathleen T. Hogan sold 12,321 shares of the company’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 value of $5,045,695.92. Following the transaction, the executive vice president directly owned 137,933 shares in the company, valued at approximately $56,486,322.16. This trade represents a 8.20% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Company insiders own 0.03% of the company’s stock.

Microsoft News Roundup

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Company unifies Copilot commercial and consumer teams to simplify product roadmaps and boost adoption — a move management says will improve coherence across enterprise and consumer experiences. Microsoft unifies Copilot commercial and consumer product teams in unit rejig (Reuters)
• Positive Sentiment: Product updates expand Microsoft’s AI footprint (Copilot, Agent 365, Foundry ecosystem) — these releases and partnerships aim to drive enterprise spending and stickier Microsoft 365 monetization. Microsoft Expands AI Strategy with Copilot and Agent 365 Updates (Yahoo Finance)
• Positive Sentiment: Talent and product hires: Microsoft acquired the Cove team (AI collaboration board) and other engineering talent to accelerate collaboration features — a low-cost way to shore up product capabilities. Microsoft hires the team of Sequoia-backed AI collaboration platform, Cove (TechCrunch)
• Positive Sentiment: Partnership R&D: Microsoft Research collaborated with MediaTek on microLED-powered optical cables to improve data-center power efficiency — supports Azure infrastructure competitiveness. MediaTek Develops Active Optical Cable Technology with Microsoft Research (PR Newswire)
• Neutral Sentiment: Enterprise AI UX battle: Microsoft, Google and Anthropic are embedding AI into spreadsheets (Excel vs. Sheets), a trend that could expand enterprise AI use but raises competition and margin questions. Microsoft, Google and Anthropic Channel Enterprise AI Use With Spreadsheets (PYMNTS)
• Negative Sentiment: Legal overhang: Microsoft is reportedly weighing legal action against Amazon and OpenAI over a reported $50B cloud deal — potential litigation and a deteriorating OpenAI relationship add strategic and execution risk for MSFT’s exclusive-cloud positioning. Microsoft weighs legal action over $50 billion Amazon-OpenAI cloud deal (Reuters)
• Negative Sentiment: AI execution concerns and leadership shuffle: Coverage noting product gaps (competition from OpenAI, Google, Anthropic) and the reassignment of Mustafa Suleyman have sparked debate about near-term AI competitiveness despite the broader reorg. That uncertainty is likely contributing to selling pressure. Microsoft reshuffles AI team to catch up on Copilot and model building (FT)

Microsoft Stock Down 1.9%

Microsoft stock opened at $391.79 on Thursday. The company has a quick ratio of 1.38, a current ratio of 1.39 and a debt-to-equity ratio of 0.09. Microsoft Corporation has a 12-month low of $344.79 and a 12-month high of $555.45. The firm’s fifty day moving average is $422.59 and its 200 day moving average is $473.71. The company has a market capitalization of $2.91 trillion, a PE ratio of 24.50, a PEG ratio of 1.56 and a beta of 1.10.

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

Microsoft Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, June 11th. Stockholders of record on Thursday, May 21st will be paid a $0.91 dividend. The ex-dividend date is Thursday, May 21st. This represents a $3.64 annualized dividend and a dividend yield of 0.9%. Microsoft’s dividend payout ratio (DPR) is currently 22.76%.

Analyst Ratings Changes

MSFT has been the topic of a number of recent analyst reports. Rothschild & Co Redburn set a $450.00 price target on shares of Microsoft in a research report on Wednesday, January 21st. Sanford C. Bernstein reiterated an “outperform” rating and set a $641.00 price objective (down from $645.00) on shares of Microsoft in a research report on Thursday, January 29th. Citigroup lowered their target price on shares of Microsoft from $660.00 to $635.00 and set a “buy” rating for the company in a research note on Thursday, January 29th. The Goldman Sachs Group reaffirmed a “buy” rating on shares of Microsoft in a research report on Thursday, February 12th. Finally, Robert W. Baird set a $540.00 price target on Microsoft and gave the stock an “outperform” rating in a report on Thursday, January 29th. Two equities research analysts have rated the stock with a Strong Buy rating, forty have issued a Buy rating and four have given a Hold rating to the stock. According to data from MarketBeat, Microsoft currently has a consensus rating of “Moderate Buy” and an average target price of $591.95.

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).