<div id="readability-page-1">Godfrey Financial Associates Inc. bought a new stake in Microsoft Corporation (NASDAQ:MSFT - Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund bought 3,919 shares of the software giant's stock, valued at approximately $1,895,000. Microsoft comprises approximately 1.6% of Godfrey Financial Associates Inc.'s investment portfolio, making the stock its 9th biggest position.<ul><li>A Market Rotation Toward Quality Will Benefit These 3 ETFs</li></ul>Several other institutional investors have also recently added to or reduced their stakes in the company. Longfellow Investment Management Co. LLC increased its stake in shares of Microsoft by 51.3% during the 2nd quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant's stock valued at $29,000 after acquiring an additional 20 shares during the last quarter. Bernzott Capital Advisors acquired a new position in shares of Microsoft during the 4th quarter valued at about $34,000. Fairway Wealth LLC increased its stake in shares of Microsoft by 287.0% during the 4th quarter. Fairway Wealth LLC now owns 89 shares of the software giant's stock valued at $43,000 after acquiring an additional 66 shares during the last quarter. LSV Asset Management acquired a new position in shares of Microsoft during the 4th quarter valued at about $44,000. Finally, Sellwood Investment Partners LLC acquired a new position in shares of Microsoft during the 3rd quarter valued at about $49,000. Institutional investors and hedge funds own 71.13% of the company's stock. <h2>Analyst Ratings Changes</h2>A number of research analysts have recently commented on MSFT shares. Citizens Jmp started coverage on shares of Microsoft in a research note on Monday, June 1st. They set an &#34;outperform&#34; rating and a $550.00 price objective for the company. China Renaissance dropped their price objective on shares of Microsoft from $630.00 to $550.00 and set a &#34;buy&#34; rating for the company in a research note on Monday, May 4th. HSBC dropped their price objective on shares of Microsoft from $593.00 to $571.00 in a research note on Thursday, April 30th. Arete Research upped their price objective on shares of Microsoft from $730.00 to $870.00 and gave the company a &#34;buy&#34; rating in a research note on Tuesday, May 5th. Finally, Rothschild &amp; Co Redburn dropped their price objective on shares of Microsoft from $450.00 to $400.00 and set a &#34;neutral&#34; rating for the company in a research note on Thursday, April 23rd. Forty-one equities research analysts have rated the stock with a Buy rating and six have issued a Hold rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of &#34;Moderate Buy&#34; and an average target price of $561.20.<ul><li>Nebius Is Up Nearly 175% This Year—Here's What's Driving the Latest Run</li></ul>Read Our Latest Report on Microsoft<h2>Insider Buying and Selling</h2>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 transaction of $7,145,345.00. Following the completion of the sale, the chief executive officer owned 110,477 shares of the company's stock, valued at approximately $50,928,792.23. This represents a 12.30% decrease in their position. The transaction was disclosed in a document filed with the Securities &amp; Exchange Commission, which can be accessed through the SEC website. Also, EVP Amy Coleman sold 1,262 shares of the stock in a transaction that occurred on Thursday, May 14th. The stock was sold at an average price of $411.34, for a total transaction of $519,111.08. Following the sale, the executive vice president directly owned 46,003 shares of the company's stock, valued at approximately $18,922,874.02. This trade represents a 2.67% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 0.03% of the stock is currently owned by corporate insiders. <h2>Microsoft News Roundup</h2><ul><li>Technology Stocks Just Got Cheaper—Here Are 5 Mega-Caps Worth a Closer Look</li></ul>Here are the key news stories impacting Microsoft this week:<ul> <li>Positive Sentiment: Microsoft won a major healthcare AI win, with NHS England planning a rollout of Microsoft 365 Copilot to 505,000 clinicians and staff. The deal could expand recurring Copilot adoption and reinforces Microsoft’s AI monetization story. Article Title</li> <li>Positive Sentiment: Analysts pointed to fresh support for Azure and Microsoft’s broader AI cloud business, including commentary that rising AI infrastructure demand could boost cloud upside and longer-term earnings growth. Article Title</li> <li>Positive Sentiment: Microsoft also received positive coverage around its AI strategy, with articles highlighting its agentic AI ambitions and Citi reaffirming a Buy rating with a $620 price target, signaling continued Wall Street confidence. Article Title</li> <li>Neutral Sentiment: Microsoft’s open-source GitHub projects were reportedly compromised by hackers trying to steal AI developer logins, which is a security concern but not yet a clear direct financial hit. Article Title</li> <li>Neutral Sentiment: Several pieces discussed Microsoft’s long-term AI position, OpenAI relationship, and stock valuation, but these were mostly commentary rather than new business updates. Article Title</li> <li>Negative Sentiment: Microsoft stock is also facing pressure from reports that it is “sinking” despite some positive news, reflecting investor caution after recent gains and a broader rotation away from mega-cap tech. Article Title</li> <li>Negative Sentiment: Short-interest data and hedge-fund activity added to the cautious tone, with articles noting Microsoft has been a recent target of heavy debate and that David Tepper sold most of Appaloosa’s Microsoft position. Article Title</li> </ul><h2>Microsoft Stock Down 2.0%</h2>MSFT opened at $403.41 on Wednesday. The firm has a 50 day moving average price of $409.48 and a 200 day moving average price of $430.37. The company has a market cap of $3.00 trillion, a PE ratio of 24.01, a price-to-earnings-growth ratio of 1.48 and a beta of 1.11. Microsoft Corporation has a 1 year low of $356.28 and a 1 year high of $555.45. The company has a debt-to-equity ratio of 0.08, a quick ratio of 1.27 and a current ratio of 1.28. 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, topping analysts' consensus estimates of $4.06 by $0.21. The firm had revenue of $82.89 billion during the quarter, compared to the consensus estimate of $81.44 billion. Microsoft had a net margin of 39.34% and a return on equity of 31.94%. The company's revenue was up 18.3% on a year-over-year basis. During the same quarter in the prior year, the company earned $3.46 EPS. Sell-side analysts expect that Microsoft Corporation will post 16.76 earnings per share for the current year. <h2>About Microsoft</h2> (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).<h2>Further Reading</h2><ul><li>Five stocks we like better than Microsoft</li><li>The Bank of Mom and Dad Is Booming—3 Stocks to Watch</li><li>Corning Is Paving AI's Future With Glass</li><li>Why's Amazon Suddenly Lagging the S&amp;P 500, and Is It a Warning?</li><li>Crypto Winter Is Here: 3 Stocks To Put On Ice This Summer</li></ul>Want to see what other hedge funds are holding MSFT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Microsoft Corporation (NASDAQ:MSFT - Free Report).<img src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/scripts/SECFilingChart.ashx/query-UHJlZml4PU5BU0RBUSZTeW1ib2w9TVNGVA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" width="650" height="350" original-src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/scripts/SECFilingChart.ashx/query-UHJlZml4PU5BU0RBUSZTeW1ib2w9TVNGVA"/>This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.<h2>Should You Invest $1,000 in Microsoft Right Now?</h2>Before you consider Microsoft, you'll want to hear this.MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Microsoft wasn't on the list.While Microsoft currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys.View The Five Stocks Here </div>

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Godfrey Financial Associates Inc. acquired a new $1.895 million stake in Microsoft (MSFT) during Q4, per SEC Form 13F filings. The position represents 1.6% of the fund's portfolio. Other institutions like Longfellow and Fairway Wealth also adjusted their MSFT holdings. Meanwhile, analysts revised price targets, with an average 'Moderate Buy' rating and $561.20 target. CEO Judson Althoff sold shares worth $7.1M in June.

- Godfrey Financial Associates Inc. purchased 3,919 shares of Microsoft, valued at approximately $1.9 million, making it 1.6% of their portfolio.  
- Several institutional investors increased or established new positions in Microsoft, notably Longfellow Investment Management, which boosted its stake by 51.3%.  
- Microsoft reportedly faces pressure from investor caution despite some positive news, with its stock currently trading at $403.41 and showing a 2.0% decline.

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Godfrey Financial Associates Inc. Buys New Position in Microsoft Corporation $MSFT