Mid American Wealth Advisory Group Inc. Reduces Position in Microsoft Corporation $MSFT

Mid American Wealth Advisory Group Inc. decreased its holdings in Microsoft Corporation (NASDAQ:MSFT) by 59.3% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 733 shares of the software giant’s stock after selling 1,069 shares during the period. Mid American Wealth Advisory Group Inc.’s holdings in Microsoft were worth $380,000 at the end of the most recent reporting period.

A number of other institutional investors also recently modified their holdings of the business. Wellington Capital Management Inc. bought a new stake in shares of Microsoft in the second quarter worth about $9,941,000. Sound View Wealth Advisors Group LLC lifted its stake in Microsoft by 2.6% in the second quarter. Sound View Wealth Advisors Group LLC now owns 94,120 shares of the software giant’s stock worth $46,816,000 after acquiring an additional 2,373 shares during the period. Real Talk Capital LLC boosted its holdings in Microsoft by 1.6% in the first quarter. Real Talk Capital LLC now owns 2,290 shares of the software giant’s stock valued at $860,000 after acquiring an additional 37 shares in the last quarter. Bank Pictet & Cie Europe AG boosted its holdings in Microsoft by 3.8% in the second quarter. Bank Pictet & Cie Europe AG now owns 922,524 shares of the software giant’s stock valued at $457,119,000 after acquiring an additional 33,382 shares in the last quarter. Finally, Gradient Investments LLC raised its holdings in Microsoft by 4.3% in the 3rd quarter. Gradient Investments LLC now owns 285,163 shares of the software giant’s stock worth $147,700,000 after purchasing an additional 11,770 shares in the last quarter. 71.13% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

A number of equities research analysts have recently weighed in on MSFT shares. Baird R W raised shares of Microsoft to a “strong-buy” rating in a research note on Friday, November 14th. Daiwa Capital Markets lowered their price objective on shares of Microsoft from $640.00 to $630.00 and set a “buy” rating for the company in a report on Friday, November 7th. Sanford C. Bernstein upped their target price on Microsoft from $637.00 to $645.00 and gave the stock an “outperform” rating in a report on Thursday, October 30th. Robert W. Baird initiated coverage on Microsoft in a research note on Friday, November 14th. They issued an “outperform” rating and a $600.00 target price for the company. Finally, Wells Fargo & Company reduced their price target on Microsoft from $700.00 to $665.00 and set an “overweight” rating on the stock in a research note on Thursday, January 8th. Three investment analysts have rated the stock with a Strong Buy rating, thirty-six have assigned a Buy rating and four have issued a Hold rating to the company. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $630.37.

Microsoft News Summary

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Goldman Sachs initiated coverage and analysts remain bullish, providing a sizeable price target that supports upside conviction for MSFT. Read More.
• Positive Sentiment: Azure adoption and partner wins continue: SymphonyAI announced multiple products powered by Microsoft Foundry/Azure, and Microsoft is pushing Copilot Checkout and Copilot training programs—these reinforce Azure consumption and commercial AI monetization pathways. Read More.
• Neutral Sentiment: The company’s public pledge drew political attention and praise (including from President Trump), which lowers regulatory blowback risk — a PR/regulatory win whose financial impact depends on how Microsoft implements the commitments. Read More.
• Negative Sentiment: Investors are reacting to the commitment to pay higher power and infrastructure costs for AI data centers—this raises near‑term cost and margin uncertainty and is cited as a direct reason for today’s sell pressure. Read More.
• Negative Sentiment: Macro headwinds: a rotation from growth into value and renewed Fed/rate uncertainty increases duration risk for large-cap tech, amplifying downside when expectations for long‑dated AI payoff are uncertain. Read More.

Insider Buying and Selling at Microsoft

In other Microsoft news, CEO Judson Althoff sold 12,750 shares of the firm’s 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 completion of the sale, the chief executive officer directly owned 129,349 shares in the company, valued at approximately $63,577,620.48. This trade represents a 8.97% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP Takeshi Numoto sold 2,850 shares of the company’s stock in a transaction that occurred on Thursday, December 4th. The stock was sold at an average price of $478.72, for a total transaction of $1,364,352.00. Following the completion of the transaction, the executive vice president owned 55,782 shares in the company, valued at approximately $26,703,959.04. This represents a 4.86% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 54,100 shares of company stock worth $27,598,872. 0.03% of the stock is owned by corporate insiders.

Microsoft Stock Down 1.4%

MSFT stock opened at $470.67 on Wednesday. The business has a 50 day moving average of $486.47 and a 200 day moving average of $503.47. The firm has a market cap of $3.50 trillion, a PE ratio of 33.48, a price-to-earnings-growth ratio of 1.79 and a beta of 1.07. Microsoft Corporation has a twelve month low of $344.79 and a twelve month high of $555.45. The company has a quick ratio of 1.39, a current ratio of 1.40 and a debt-to-equity ratio of 0.10.

Microsoft (NASDAQ:MSFT) last released its earnings results on Wednesday, October 29th. The software giant reported $4.13 EPS for the quarter, topping 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 the consensus estimate of $75.49 billion. During the same period in the previous year, the company posted $3.30 earnings per share. The company’s revenue for the quarter was up 18.4% compared to the same quarter last year. On average, research analysts forecast that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

Microsoft Dividend Announcement

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

About Microsoft

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).