2,216 Shares in Microsoft Corporation $MSFT Acquired by KERR FINANCIAL PLANNING Corp

KERR FINANCIAL PLANNING Corp purchased a new stake in Microsoft Corporation (NASDAQ:MSFT) during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm purchased 2,216 shares of the software giant’s stock, valued at approximately $1,131,000. Microsoft accounts for about 1.6% of KERR FINANCIAL PLANNING Corp’s holdings, making the stock its 12th largest holding.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of the business. Longfellow Investment Management Co. LLC boosted its position 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 during the period. Bayforest Capital Ltd purchased a new position in Microsoft in the third quarter valued at about $38,000. Sellwood Investment Partners LLC purchased a new position in Microsoft in the third quarter valued at about $49,000. University of Illinois Foundation acquired a new position in shares of Microsoft during the second quarter worth about $50,000. Finally, Stance Capital LLC purchased a new stake in shares of Microsoft in the third quarter worth about $54,000. 71.13% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

MSFT has been the subject of a number of recent research reports. Rothschild & Co Redburn set a $450.00 target price on Microsoft in a research note on Wednesday, January 21st. TD Cowen restated a “buy” rating on shares of Microsoft in a report on Thursday, January 29th. Wedbush lowered their price objective on shares of Microsoft from $625.00 to $575.00 and set an “outperform” rating for the company in a research report on Thursday, January 29th. KeyCorp dropped their price objective on shares of Microsoft from $630.00 to $600.00 and set an “overweight” rating on the stock in a research note on Thursday, January 29th. Finally, DZ Bank reissued a “buy” rating on shares of Microsoft in a research report on Thursday, January 29th. Two equities 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 data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $591.87.

Microsoft News Roundup

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Product/partnership wins that support Azure and Copilot monetization—Microsoft announced integrations and partner expansions that help drive enterprise adoption of Copilot and Fabric, which support long-term revenue growth. What Microsoft (MSFT)’s Lumel-Fabric Integration Means For Shareholders
• Positive Sentiment: Accenture announced a collaboration to embed “agentic” security and resilience into managed detection and response using Microsoft technology—this strengthens enterprise security demand for Azure and security services. Accenture Collaborates with Microsoft to Bring Agentic Security and Business Resilience to the Front Lines of Cyber Defense
• Positive Sentiment: Microsoft is consolidating its Copilot/AI teams and hiring small AI startups (e.g., Cove team) to accelerate product development—moves aimed at simplifying offerings and catching up on model capabilities. These steps support product focus and future monetization. Microsoft Unifies AI Division To End Copilot Confusion, Boost Growth
• Neutral Sentiment: Channel and partner activity continues (Expedience, Insentra, others joining Microsoft programs), which is constructive but incremental for top-line growth. Expedience Software Joins Microsoft AI Cloud Partner Program to Deliver Copilot-Powered Proposal Automation in Microsoft Word
• Neutral Sentiment: Investor commentary is mixed: some outlets pitch a buy-the-dip case while others highlight heavy capex and infrastructure costs—this fuels volatility but not an immediate fundamentals shock. Microsoft Stock Has Been Absolutely Slammed This Year. Is It Finally Time to Buy?
• Negative Sentiment: Potential legal conflict with Amazon/OpenAI: reports say Microsoft is weighing legal action over a reported Amazon–OpenAI cloud deal that could undermine Microsoft’s long-held OpenAI exclusivity—this is a major strategic risk to Azure AI differentiation and revenue. US agency asks companies to secure Microsoft tool after Stryker cyberattack
• Negative Sentiment: Security incidents and guidance: a recent medical‑device cyberattack tied to Microsoft endpoint tools prompted U.S. agencies to warn companies to harden those tools; separate reports flag SharePoint as an attack vector—these raise near‑term risk and potential remediation costs. US agency asks companies to secure Microsoft tool after Stryker cyberattack
• Negative Sentiment: Management & product headwinds: leadership reassignments and criticism about product competitiveness (Suleyman reassigned, debate over model quality) add execution uncertainty while investors fret over rising infrastructure costs driving margin pressure. “World-Class Models”: Microsoft Stock (NASDAQ:MSFT) Drops as Suleyman Reassigned

Microsoft Price Performance

MSFT stock opened at $389.02 on Friday. The stock’s 50 day moving average is $420.80 and its two-hundred day moving average is $473.12. Microsoft Corporation has a 52-week low of $344.79 and a 52-week high of $555.45. The company has a market capitalization of $2.89 trillion, a PE ratio of 24.33, a P/E/G ratio of 1.53 and a beta of 1.10. 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 (NASDAQ:MSFT) last released its earnings results on Wednesday, January 28th. The software giant reported $4.14 EPS for the quarter, beating the consensus estimate of $3.86 by $0.28. Microsoft had a return on equity of 32.34% and a net margin of 39.04%.The company had revenue of $81.27 billion during the quarter, compared to analysts’ expectations of $80.28 billion. During the same period in the prior year, the business posted $3.23 EPS. The business’s revenue was up 16.7% on a year-over-year basis. Analysts predict that Microsoft Corporation will post 13.08 earnings per share for the current fiscal year.

Microsoft Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, June 11th. Shareholders of record on Thursday, May 21st will be paid a dividend of $0.91 per share. This represents a $3.64 dividend on an annualized basis and a yield of 0.9%. The ex-dividend date is Thursday, May 21st. Microsoft’s dividend payout ratio is 22.76%.

Insider Buying and Selling at Microsoft

In other news, EVP Kathleen T. Hogan sold 12,321 shares of the stock in a transaction dated Friday, March 6th. The shares were 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 of the company’s stock, valued at approximately $56,486,322.16. This trade represents a 8.20% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, Director John W. Stanton purchased 5,000 shares of the firm’s stock in a transaction that occurred on Wednesday, February 18th. The stock was purchased at an average price of $397.35 per share, with a total value of $1,986,750.00. Following the completion of the purchase, 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 SEC filing for this purchase provides additional information. 0.03% of the stock is owned by company insiders.

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).