Microsoft Corporation $MSFT is San Luis Wealth Advisors LLC’s 9th Largest Position

San Luis Wealth Advisors LLC grew its position in Microsoft Corporation (NASDAQ:MSFT) by 11.4% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 26,621 shares of the software giant’s stock after acquiring an additional 2,724 shares during the quarter. Microsoft accounts for 2.4% of San Luis Wealth Advisors LLC’s portfolio, making the stock its 9th biggest holding. San Luis Wealth Advisors LLC’s holdings in Microsoft were worth $13,788,000 at the end of the most recent quarter.

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

Analyst Ratings Changes

Several equities research analysts have weighed in on the company. Melius Research set a $430.00 price objective on Microsoft in a research note on Monday, February 9th. New Street Research raised their price objective on Microsoft from $670.00 to $675.00 and gave the company a “buy” rating in a research note on Thursday, January 29th. Guggenheim reiterated a “buy” rating and issued a $586.00 target price on shares of Microsoft in a report on Thursday, January 22nd. TD Cowen reissued a “buy” rating on shares of Microsoft in a research report on Thursday, January 29th. Finally, Stifel Nicolaus restated a “hold” rating and set a $392.00 price target (down from $540.00) on shares of Microsoft in a report on Thursday, February 5th. Two investment analysts have rated the stock with a Strong Buy rating, forty have given a Buy rating and four have given a Hold rating to the stock. According to MarketBeat, Microsoft presently has a consensus rating of “Moderate Buy” and an average price target of $591.95.

Trending Headlines about Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Management unifies commercial and consumer Copilot teams to create a single Copilot product roadmap and experience; Jacob Andreou will lead Copilot work while Mustafa Suleyman shifts toward model research — a move investors view as improving focus and speeding product coherence/adoption. Microsoft unifies Copilot commercial and consumer product teams in unit rejig
• Positive Sentiment: Microsoft Research collaborates on a MicroLED-powered Active Optical Cable design with MediaTek to improve data‑center power efficiency — a technology that could lower operating costs for large-scale AI infrastructure over time. MediaTek Develops Active Optical Cable Technology with Microsoft Research
• Positive Sentiment: Microsoft is named as a collaborator in large AI compute deployments (Nscale’s West Virginia AI campus), reinforcing demand for Azure and cloud services tied to AI GPU capacity. That supports long‑run cloud revenue upside. Nscale and Microsoft Announce Collaboration with NVIDIA and Caterpillar
• Neutral Sentiment: Microsoft reports progress on healthcare AI (MAI-DxO) with strong diagnostic results in testing; promising for long-term TAM but commercial and regulatory paths remain uncertain. Microsoft Pushes Toward ‘Medical Superintelligence’ in Healthcare
• Neutral Sentiment: Broader tech competition in quantum computing intensifies (IBM ramping hybrid quantum-classical work); Microsoft is active in quantum but the landscape remains long‑term and uncertain. The New Threat IBM’s Quantum Computing Research Poses to D-Wave
• Negative Sentiment: Security concern: reporting suggests Microsoft Intune tooling may have been used in an attack on Stryker — raises questions about enterprise security controls and could spur customer scrutiny or contract risk if such incidents scale. Microsoft Stock (NASDAQ:MSFT) Slips, Intune Tool May Have Been Used Against Stryker

Insiders Place Their Bets

In other news, EVP Kathleen T. Hogan sold 12,321 shares of the business’s stock in a transaction on 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 completion of the sale, the executive vice president directly owned 137,933 shares of the company’s stock, valued at approximately $56,486,322.16. The trade was a 8.20% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, Director John W. Stanton purchased 5,000 shares of the business’s stock in a transaction dated Wednesday, February 18th. The stock was bought at an average price of $397.35 per share, for a total transaction of $1,986,750.00. Following the completion of the acquisition, the director owned 83,905 shares of the company’s stock, valued at approximately $33,339,651.75. The trade was a 6.34% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. 0.03% of the stock is currently owned by insiders.

Microsoft Trading Down 0.1%

MSFT opened at $399.41 on Wednesday. The company has a debt-to-equity ratio of 0.09, a quick ratio of 1.38 and a current ratio of 1.39. The stock’s 50 day moving average price is $424.42 and its 200-day moving average price is $474.29. Microsoft Corporation has a one year low of $344.79 and a one year high of $555.45. The stock has a market cap of $2.97 trillion, a price-to-earnings ratio of 24.98, a P/E/G ratio of 1.56 and a beta of 1.10.

Microsoft (NASDAQ:MSFT) last issued its quarterly earnings results on Wednesday, January 28th. The software giant reported $4.14 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.86 by $0.28. Microsoft had a return on equity of 32.34% and a net margin of 39.04%.The firm had revenue of $81.27 billion during the quarter, compared to analyst estimates of $80.28 billion. During the same period last year, the company earned $3.23 EPS. Microsoft’s quarterly revenue was up 16.7% compared to the same quarter last year. On average, equities analysts forecast that Microsoft Corporation will post 13.08 EPS for the current year.

Microsoft Announces Dividend

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

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).