Microsoft Corporation $MSFT Shares Acquired by Werba Rubin Papier Wealth Management

Werba Rubin Papier Wealth Management increased its position in shares of Microsoft Corporation (NASDAQ:MSFT) by 15.7% during the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 12,492 shares of the software giant’s stock after buying an additional 1,698 shares during the period. Microsoft makes up about 1.6% of Werba Rubin Papier Wealth Management’s investment portfolio, making the stock its 14th biggest position. Werba Rubin Papier Wealth Management’s holdings in Microsoft were worth $6,041,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. WFA Asset Management Corp increased its position in shares of Microsoft by 27.0% in the 1st quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant’s stock worth $427,000 after purchasing an additional 216 shares during the last quarter. Ironwood Wealth Management LLC. increased its position 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 purchasing an additional 38 shares during the last quarter. Discipline Wealth Solutions LLC increased its position 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 purchasing an additional 2,138 shares during the last quarter. Wealth Group Ltd. increased its position in shares of Microsoft by 1.2% in the 4th quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant’s stock worth $1,000,000 after purchasing an additional 28 shares during the last quarter. Finally, Eagle Capital Management LLC grew its position in shares of Microsoft by 0.4% during the 4th quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant’s stock valued at $9,735,000 after buying an additional 96 shares during the last quarter. Hedge funds and other institutional investors own 71.13% of the company’s stock.

Trending Headlines about Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft’s latest quarterly results showed stronger-than-expected revenue and EPS, with cloud revenue still growing rapidly, reinforcing the bull case that enterprise AI and Azure demand remain a key growth driver. Great News for Microsoft Stock Investors
• Positive Sentiment: The company is expanding data center investments in Europe to meet rising cloud and AI demand, which signals continued capital deployment behind long-term growth. Microsoft Corp. (MSFT) to Invest in European Data Center Regions
• Positive Sentiment: Microsoft is also being highlighted as a key enterprise AI and cloud leader, with commentary pointing to its deep integration into corporate spending and its AI-control-plane strategy for securing and governing AI agents. Why Microsoft (MSFT) Is Turning Agent 365 Into an AI Control Plane
• Positive Sentiment: Barclays reiterated a Buy rating, and another note raised the price target, suggesting Wall Street still sees upside despite the recent stock consolidation. Microsoft’s (MSFT) “Buy” Rating Reiterated at Barclays
• Neutral Sentiment: Satya Nadella is expected to testify in Elon Musk’s lawsuit against OpenAI, a headline that underscores Microsoft’s deep involvement in OpenAI’s founding, but does not by itself change Microsoft’s core operating outlook. Microsoft boss to testify on his role in OpenAI’s founding
• Neutral Sentiment: Analyst and media commentary comparing Alphabet and Microsoft, as well as broader AI-sector pieces, are mostly sentiment pieces rather than company-specific catalysts. Better Artificial Intelligence (AI) Stock: Alphabet or Microsoft
• Negative Sentiment: Bloomberg-reported delays at Microsoft’s African data center site, tied to payment disagreements with the Kenyan government, could slow a planned infrastructure expansion. Microsoft’s African data center falters on payment demands, Bloomberg News reports
• Negative Sentiment: Some market commentary is resurfacing the bear case that generative AI could pressure Microsoft’s Office franchise over time, which may weigh on valuation multiples if investors focus on long-term software disruption risk. The AI Threat Google Couldn’t Mount: Why This Expert Says Microsoft’s $70 Billion Cash Cow Is Vulnerable Now
• Negative Sentiment: Articles noting a broader shift from software toward chip/infrastructure names suggest some investors are favoring AI hardware plays over software stocks like Microsoft right now. Chip Stocks Are Soaring While Software Slows. Is a Reversal Looming?

Analyst Ratings Changes

A number of equities research analysts recently weighed in on the stock. Melius Research set a $430.00 price objective on shares of Microsoft in a research report on Monday, February 9th. Wedbush reaffirmed an “outperform” rating and set a $575.00 price objective on shares of Microsoft in a research report on Thursday, April 30th. William Blair reaffirmed an “outperform” rating on shares of Microsoft in a research report on Monday, March 9th. 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. Finally, Benchmark reaffirmed a “buy” rating and set a $525.00 price objective (up from $450.00) on shares of Microsoft in a research report on Tuesday, April 28th. One investment analyst has rated the stock with a Strong Buy rating, thirty-eight have given a Buy rating and seven have given a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $562.69.

Insider Transactions at Microsoft

In other news, Director John W. Stanton bought 5,000 shares of Microsoft stock in a transaction on Wednesday, February 18th. The stock was purchased at an average cost of $397.35 per share, with a total value of $1,986,750.00. Following the purchase, the director directly owned 83,905 shares of the company’s stock, valued at approximately $33,339,651.75. This trade represents a 6.34% increase in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, EVP Kathleen T. Hogan sold 12,321 shares of the company’s stock in a transaction that occurred on Friday, March 6th. The stock was 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. This represents a 8.20% 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 Trading Down 0.0%

Microsoft stock opened at $415.00 on Monday. The company has a quick ratio of 1.27, a current ratio of 1.28 and a debt-to-equity ratio of 0.08. The firm has a 50-day moving average price of $396.79 and a two-hundred day moving average price of $445.39. The firm has a market capitalization of $3.08 trillion, a price-to-earnings ratio of 24.70, a PEG ratio of 1.50 and a beta of 1.10. Microsoft Corporation has a 52-week low of $356.28 and a 52-week high of $555.45.

Microsoft (NASDAQ:MSFT) 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. Sell-side analysts expect that Microsoft Corporation will post 16.76 earnings per share for the current year.

Microsoft Dividend Announcement

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 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).