Physician Wealth Advisors Inc. Buys 1,580 Shares of Microsoft Corporation $MSFT

Physician Wealth Advisors Inc. lifted its position in Microsoft Corporation (NASDAQ:MSFT) by 11.1% during the first quarter, HoldingsChannel.com reports. The fund owned 15,846 shares of the software giant’s stock after purchasing an additional 1,580 shares during the period. Microsoft makes up approximately 0.8% of Physician Wealth Advisors Inc.’s investment portfolio, making the stock its 27th biggest holding. Physician Wealth Advisors Inc.’s holdings in Microsoft were worth $5,866,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Able Wealth Management LLC boosted its position in shares of Microsoft by 21.1% during the first quarter. Able Wealth Management LLC now owns 3,510 shares of the software giant’s stock worth $1,285,000 after purchasing an additional 611 shares in the last quarter. Pzena Investment Management LLC bought a new stake in shares of Microsoft in the 1st quarter valued at $282,000. Northwest Financial Advisors raised its stake in Microsoft by 3.3% during the 1st quarter. Northwest Financial Advisors now owns 1,111 shares of the software giant’s stock worth $411,000 after buying an additional 35 shares during the period. Heritage Oak Wealth Advisors LLC lifted its holdings in Microsoft by 28.3% during the first quarter. Heritage Oak Wealth Advisors LLC now owns 2,033 shares of the software giant’s stock worth $753,000 after acquiring an additional 449 shares in the last quarter. Finally, TSG Advice Partners LLC lifted its holdings in Microsoft by 2.7% during the first quarter. TSG Advice Partners LLC now owns 15,956 shares of the software giant’s stock worth $5,906,000 after acquiring an additional 418 shares in the last quarter. Institutional investors own 71.13% of the company’s stock.

Key Stories Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Several recent articles highlighted Microsoft’s AI strategy as a growth driver, including comments from CEO Satya Nadella about “the next massive AI trade” and enterprise customers integrating more partner AI tools into Microsoft’s ecosystem. Article Title
• Positive Sentiment: Analyst commentary remained constructive ahead of Microsoft’s late-July earnings report, with bullish notes pointing to strong Azure growth, large commercial backlog, and expectations that AI spending can support longer-term revenue growth. Article Title
• Positive Sentiment: Multiple market write-ups argued Microsoft may be undervalued after this year’s pullback, with some firms seeing meaningful upside if the company converts AI and Azure demand into earnings growth. Article Title
• Neutral Sentiment: Microsoft continues to draw long-term investor support from institutional buying, government contract wins, and favorable analyst ratings, which helps reinforce confidence but is not a fresh catalyst by itself. Article Title
• Negative Sentiment: Shares are also being weighed by class-action lawsuit headlines tied to alleged Copilot-related misrepresentations and securities fraud claims, which add legal overhang and headline risk for investors. Article Title
• Negative Sentiment: Investor concern also remains centered on Microsoft’s heavy AI capital spending and environmental impact, with some commentary questioning whether rising capex and emissions can eventually pressure margins or sentiment. Article Title

Microsoft Stock Performance

Shares of MSFT stock opened at $390.99 on Tuesday. The company has a fifty day moving average price of $401.99 and a two-hundred day moving average price of $413.41. Microsoft Corporation has a one year low of $349.20 and a one year high of $555.45. The stock has a market cap of $2.90 trillion, a P/E ratio of 23.27, a P/E/G ratio of 1.21 and a beta of 1.13. The company has a debt-to-equity ratio of 0.08, a current ratio of 1.28 and a quick ratio of 1.27.

Microsoft (NASDAQ:MSFT) last released its quarterly earnings results on Wednesday, April 29th. The software giant reported $4.27 earnings per share for the quarter, beating the consensus estimate of $4.06 by $0.21. The firm had revenue of $82.89 billion for the quarter, compared to analysts’ expectations of $81.44 billion. Microsoft had a net margin of 39.34% and a return on equity of 31.94%. The business’s revenue was up 18.3% on a year-over-year basis. During the same period in the prior year, the firm earned $3.46 EPS. As a group, equities analysts predict that Microsoft Corporation will post 16.76 EPS for the current year.

Microsoft Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Thursday, August 20th 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, August 20th. Microsoft’s dividend payout ratio is presently 21.67%.

Analysts Set New Price Targets

A number of analysts recently issued reports on the company. Wedbush reissued an “outperform” rating and set a $575.00 target price on shares of Microsoft in a research note on Wednesday, May 13th. BNP Paribas Exane reduced their price target on shares of Microsoft from $556.00 to $555.00 and set an “outperform” rating for the company in a report on Friday, May 1st. Deutsche Bank Aktiengesellschaft lowered their price objective on shares of Microsoft from $575.00 to $550.00 and set a “buy” rating for the company in a research report on Thursday, April 30th. Stifel Nicolaus dropped their price objective on shares of Microsoft from $415.00 to $400.00 and set a “hold” rating on the stock in a report on Thursday, June 25th. Finally, Guggenheim reaffirmed a “buy” rating and issued a $586.00 price objective on shares of Microsoft in a research report on Thursday, April 30th. Forty-one analysts have rated the stock with a Buy rating and seven have given a Hold rating to the company. Based on data from MarketBeat.com, Microsoft currently has an average rating of “Moderate Buy” and an average target price of $559.84.

Insider Buying and Selling at Microsoft

In related news, CEO Judson Althoff sold 15,500 shares of the stock in a transaction that occurred on Monday, June 1st. The shares were sold at an average price of $460.99, for a total value of $7,145,345.00. Following the completion of the transaction, the chief executive officer owned 110,477 shares of the company’s stock, valued at $50,928,792.23. This represents a 12.30% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, EVP Takeshi Numoto sold 4,500 shares of the firm’s stock in a transaction on Wednesday, June 10th. The shares were sold at an average price of $402.84, for a total value of $1,812,780.00. Following the sale, the executive vice president directly owned 47,468 shares in the company, valued at approximately $19,122,009.12. This trade represents a 8.66% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 23,762 shares of company stock valued at $10,508,361 in the last ninety days. 0.03% of the stock is currently 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).