Country Club Bank Has $45.96 Million Stock Holdings in Microsoft Corporation $MSFT

Country Club Bank lessened its stake in shares of Microsoft Corporation (NASDAQ:MSFT) by 2.8% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 89,302 shares of the software giant’s stock after selling 2,543 shares during the quarter. Microsoft makes up approximately 2.7% of Country Club Bank’s portfolio, making the stock its 4th biggest position. Country Club Bank’s holdings in Microsoft were worth $45,955,000 at the end of the most recent reporting period.

Other hedge funds also recently made changes to their positions in the company. Wellington Capital Management Inc. bought a new position in shares of Microsoft during the 2nd quarter valued at $9,941,000. Sound View Wealth Advisors Group LLC lifted its holdings in Microsoft by 2.6% in the second quarter. Sound View Wealth Advisors Group LLC now owns 94,120 shares of the software giant’s stock valued at $46,816,000 after acquiring an additional 2,373 shares during the period. Real Talk Capital LLC boosted its position in Microsoft by 1.6% in the first quarter. Real Talk Capital LLC now owns 2,290 shares of the software giant’s stock worth $860,000 after purchasing an additional 37 shares during the last quarter. Bank Pictet & Cie Europe AG grew its stake in shares of Microsoft by 3.8% during the 2nd quarter. Bank Pictet & Cie Europe AG now owns 922,524 shares of the software giant’s stock valued at $457,119,000 after purchasing an additional 33,382 shares during the period. Finally, Gradient Investments LLC increased its position in shares of Microsoft by 4.3% during the 3rd quarter. Gradient Investments LLC now owns 285,163 shares of the software giant’s stock valued at $147,700,000 after purchasing an additional 11,770 shares during the last quarter. 71.13% of the stock is owned by hedge funds and other institutional investors.

Key Headlines Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Analysts and coverage point to improving AI economics — reports say Azure AI margins are positive and revenue is likely to beat estimates, supporting near-term earnings upside and giving investors confidence in cloud monetization. Azure AI margins article
• Positive Sentiment: Microsoft pledged $17.5 billion of investment in AI and cloud infrastructure in India — a large, long-term growth initiative that should expand Azure adoption and enterprise spending in a major emerging market. India investment article
• Positive Sentiment: New enterprise partnerships (Cognizant, Infosys, TCS, Wipro) and a Cognizant-led push to scale Microsoft 365/GitHub Copilot & agentic AI deployments could accelerate commercial adoption and drive higher software and Azure consumption. Partnerships article
• Positive Sentiment: Microsoft joined the U.S. “Genesis Mission” AI initiative alongside top AI firms — positioning MSFT to capture government and scientific AI spend and reinforcing strategic leadership in national AI programs. Genesis Mission article
• Positive Sentiment: Partner-channel and device news helped sentiment — LG’s reported backpedal on making Copilot mandatory drove a small positive knee-jerk move, easing concerns about forced integrations and signaling partner flexibility. LG Copilot article
• Neutral Sentiment: Market commentary frames MSFT as a durable AI/dividend play — pieces highlighting dividend/long-term strength keep buy-and-hold narratives alive but are unlikely to move price materially on their own. MarketBeat dividend article
• Neutral Sentiment: Consumer-product updates (Office 2024 upgrade) and legacy product refreshes support steady software sales, but are lower-impact versus cloud/AI developments. Office 2024 article
• Negative Sentiment: Jim Cramer warned that Microsoft “requires mass spending” to keep Azure competitive — a direct headline that reinforces investor worries about rising capex and margin pressure as MSFT scales data centers and AI infrastructure. Cramer spending article
• Negative Sentiment: Broader AI/tech jitters and commentary about “ballooning” capex have pressured the stock in recent weeks; that narrative could cap multiple expansion until evidence of durable margin recovery is clear. CapEx concerns article

Insiders Place Their Bets

In other news, CEO Judson Althoff sold 12,750 shares of Microsoft stock in a transaction dated Tuesday, December 2nd. The stock was sold at an average price of $491.52, for a total value of $6,266,880.00. Following the sale, the chief executive officer directly owned 129,349 shares of the company’s stock, valued at approximately $63,577,620.48. The trade was a 8.97% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, EVP Takeshi Numoto sold 2,850 shares of the business’s stock in a transaction dated Thursday, December 4th. The stock was sold at an average price of $478.72, for a total value of $1,364,352.00. Following the completion of the sale, the executive vice president owned 55,782 shares in the company, valued at $26,703,959.04. This represents a 4.86% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 54,100 shares of company stock worth $27,598,872 in the last 90 days. 0.03% of the stock is currently owned by corporate insiders.

Wall Street Analyst Weigh In

A number of research firms recently issued reports on MSFT. Arete Research raised their price objective on shares of Microsoft from $710.00 to $730.00 in a report on Monday, October 27th. UBS Group reiterated a “buy” rating and set a $650.00 price target on shares of Microsoft in a research note on Thursday, October 30th. BMO Capital Markets cut their price objective on shares of Microsoft from $650.00 to $625.00 and set an “outperform” rating for the company in a research report on Thursday, October 30th. TD Cowen raised their target price on Microsoft from $640.00 to $655.00 and gave the stock a “buy” rating in a report on Thursday, October 30th. Finally, Royal Bank Of Canada reissued a “buy” rating on shares of Microsoft in a report on Wednesday, November 19th. Two analysts have rated the stock with a Strong Buy rating, thirty-seven have assigned a Buy rating and four have assigned a Hold rating to the company. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $631.03.

Microsoft Stock Up 0.4%

Shares of MSFT opened at $485.92 on Monday. The business’s 50 day moving average is $499.78 and its 200 day moving average is $503.29. The company has a current ratio of 1.40, a quick ratio of 1.39 and a debt-to-equity ratio of 0.10. Microsoft Corporation has a 12-month low of $344.79 and a 12-month high of $555.45. The company has a market capitalization of $3.61 trillion, a PE ratio of 34.56, a price-to-earnings-growth ratio of 1.82 and a beta of 1.07.

Microsoft (NASDAQ:MSFT) last announced its quarterly earnings data on Wednesday, October 29th. The software giant reported $4.13 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $3.65 by $0.48. The business had revenue of $77.67 billion during the quarter, compared to analyst estimates of $75.49 billion. Microsoft had a net margin of 35.71% and a return on equity of 32.45%. The company’s revenue was up 18.4% on a year-over-year basis. During the same period last year, the firm posted $3.30 EPS. Research analysts expect that Microsoft Corporation will post 13.08 earnings per share for the current fiscal year.

Microsoft Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, March 12th. Shareholders of record on Thursday, February 19th will be issued a $0.91 dividend. This represents a $3.64 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date is Thursday, February 19th. Microsoft’s payout ratio is currently 25.89%.

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).