Madrid Wealth Management LLC Invests $1.84 Million in Microsoft Corporation $MSFT

Posted by Wayne Rhoads on May 29th, 2026

Madrid Wealth Management LLC bought a new position in Microsoft Corporation (NASDAQ:MSFT – Free Report) in the 4th quarter, Holdings Channel.com reports. The fund bought 3,811 shares of the software giant’s stock, valued at approximately $1,843,000. Microsoft accounts for about 1.5% of Madrid Wealth Management LLC’s portfolio, making the stock its 19th largest holding.

Several other hedge funds and other institutional investors also recently modified their holdings of the stock. Danske Bank A S increased its position in shares of Microsoft by 5.7% in the 4th quarter. Danske Bank A S now owns 5,303,320 shares of the software giant’s stock worth $2,564,792,000 after purchasing an additional 284,291 shares during the last quarter. Danica Pension Livsforsikringsaktieselskab increased its position in shares of Microsoft by 9.6% in the 4th quarter. Danica Pension Livsforsikringsaktieselskab now owns 1,038,404 shares of the software giant’s stock worth $502,193,000 after purchasing an additional 90,773 shares during the last quarter. Mutual Advisors LLC increased its position in shares of Microsoft by 4.7% in the 4th quarter. Mutual Advisors LLC now owns 223,534 shares of the software giant’s stock worth $108,106,000 after purchasing an additional 10,072 shares during the last quarter. Uptick Partners LLC increased its position in shares of Microsoft by 12.2% in the 4th quarter. Uptick Partners LLC now owns 15,995 shares of the software giant’s stock worth $7,735,000 after purchasing an additional 1,741 shares during the last quarter. Finally, Vantage Point Financial LLC increased its position in shares of Microsoft by 17.4% in the 4th quarter. Vantage Point Financial LLC now owns 4,971 shares of the software giant’s stock worth $2,404,000 after purchasing an additional 737 shares during the last quarter. Institutional investors own 71.13% of the company’s stock.

Microsoft Stock Performance

Shares of MSFT opened at $426.99 on Friday. Microsoft Corporation has a 1 year low of $356.28 and a 1 year high of $555.45. The company has a market cap of $3.17 trillion, a price-to-earnings ratio of 25.42, a price-to-earnings-growth ratio of 1.49 and a beta of 1.10. The company has a debt-to-equity ratio of 0.08, a quick ratio of 1.27 and a current ratio of 1.28. The firm has a fifty day moving average of $400.93 and a 200-day moving average of $434.51.

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

Microsoft Announces Dividend

The company also recently announced 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 of this dividend is Thursday, May 21st. Microsoft’s payout ratio is presently 21.67%.

Microsoft News Roundup

Here are the key news stories impacting Microsoft this week:

Positive Sentiment: Microsoft is expected to showcase new homegrown AI models at Build, including a coding model that could improve GitHub Copilot and support future developer adoption. Microsoft to release new coding model next week, the Information reports
Positive Sentiment: Wall Street commentary is turning more bullish on Microsoft’s AI revenue potential, with Morgan Stanley and HSBC both suggesting the market may be underestimating future upside from Azure, Copilot, and the Anthropic relationship. Is Wall Street underestimating MSFT AI revenue potential? Morgan Stanley weighs in
Positive Sentiment: Microsoft also benefited from a broad tech rally, with AI and software stocks leading the market higher late in the session. Sector Update: Tech Stocks Rise Late Afternoon
Positive Sentiment: Microsoft secured a five-year $9.69 billion Pentagon software deal that consolidates government licensing and reinforces its entrenched enterprise and public-sector position. Pentagon awards Microsoft $9.7 billion deal in bid to cut costs, end license sprawl
Neutral Sentiment: Some articles also note Microsoft’s heavy AI spending and the risk of capital misallocation across the sector, which could keep valuation debates active even as the stock trends higher. Peter Schiff: The $1 Trillion AI CapEx Bubble Is Hiding a Massive Capital Misallocation

Wall Street Analysts Forecast Growth

Several equities research analysts have recently weighed in on the stock. New Street Research dropped their target price on shares of Microsoft from $675.00 to $600.00 and set a “buy” rating for the company in a research report on Thursday, April 30th. UBS Group reaffirmed a “buy” rating on shares of Microsoft in a report on Friday, April 24th. Deutsche Bank Aktiengesellschaft decreased their price target on shares of Microsoft from $575.00 to $550.00 and set a “buy” rating for the company in a report on Thursday, April 30th. Barclays reaffirmed a “buy” rating on shares of Microsoft in a report on Thursday, May 7th. Finally, Dbs Bank decreased their price target on shares of Microsoft from $678.00 to $573.00 in a report on Thursday, May 7th. Thirty-nine investment analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the stock. According to MarketBeat, Microsoft currently has an average rating of “Moderate Buy” and an average target price of $560.88.

Check Out Our Latest Research Report on MSFT

Insider Transactions at Microsoft

In other Microsoft news, EVP Kathleen T. Hogan sold 12,321 shares of the business’s 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 completion of the transaction, the executive vice president directly owned 137,933 shares of the company’s stock, valued at $56,486,322.16. The trade was a 8.20% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, EVP Amy Coleman sold 1,262 shares of the business’s stock in a transaction dated Thursday, May 14th. The shares were sold at an average price of $411.34, for a total transaction of $519,111.08. Following the transaction, the executive vice president directly owned 46,003 shares of the company’s stock, valued at $18,922,874.02. The trade was a 2.67% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders own 0.03% of the company’s stock.

Microsoft Company Profile

(Free Report)

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).