Microsoft Corporation $MSFT Shares Purchased by Sendero Wealth Management LLC

Sendero Wealth Management LLC raised its stake in Microsoft Corporation (NASDAQ:MSFT) by 16.7% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 56,385 shares of the software giant’s stock after purchasing an additional 8,062 shares during the quarter. Microsoft makes up about 3.4% of Sendero Wealth Management LLC’s portfolio, making the stock its 6th biggest holding. Sendero Wealth Management LLC’s holdings in Microsoft were worth $29,205,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds also recently made changes to their positions in the stock. Wellington Capital Management Inc. bought a new stake in Microsoft in the 2nd quarter valued at $9,941,000. Sound View Wealth Advisors Group LLC increased its holdings in shares of 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 purchasing an additional 2,373 shares during the last quarter. Real Talk Capital LLC raised its position in shares of Microsoft by 1.6% in the first quarter. Real Talk Capital LLC now owns 2,290 shares of the software giant’s stock valued at $860,000 after purchasing an additional 37 shares during the period. Bank Pictet & Cie Europe AG lifted 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 worth $457,119,000 after buying an additional 33,382 shares during the last quarter. Finally, Gradient Investments LLC boosted its holdings 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 worth $147,700,000 after buying an additional 11,770 shares during the period. Institutional investors own 71.13% of the company’s stock.

Wall Street Analyst Weigh In

Several research firms have weighed in on MSFT. Cowen reissued a “buy” rating on shares of Microsoft in a report on Friday, October 24th. Piper Sandler reaffirmed an “overweight” rating and issued a $650.00 target price on shares of Microsoft in a research report on Thursday, October 30th. Sanford C. Bernstein increased their price objective on Microsoft from $637.00 to $645.00 and gave the stock an “outperform” rating in a research report on Thursday, October 30th. UBS Group reissued a “buy” rating and set a $650.00 price target on shares of Microsoft in a research report on Thursday, October 30th. Finally, Raymond James Financial cut their price objective on shares of Microsoft from $630.00 to $600.00 and set an “outperform” rating for the company in a research report on Thursday, October 30th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-seven have assigned a Buy rating and four have given a Hold rating to the stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $631.03.

Insider Activity at Microsoft

In related news, EVP Takeshi Numoto sold 2,850 shares of the firm’s stock in a transaction on Thursday, December 4th. The stock was sold at an average price of $478.72, for a total transaction of $1,364,352.00. Following the completion of the transaction, the executive vice president directly owned 55,782 shares of the company’s stock, valued at $26,703,959.04. This trade represents a 4.86% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Also, insider Bradford L. Smith sold 38,500 shares of the company’s stock in a transaction dated Monday, November 3rd. The shares were sold at an average price of $518.64, for a total value of $19,967,640.00. Following the completion of the sale, the insider owned 461,597 shares in the company, valued at $239,402,668.08. This trade represents a 7.70% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 54,100 shares of company stock worth $27,598,872 over the last three months. Company insiders own 0.03% of the company’s stock.

Microsoft Stock Performance

Microsoft stock opened at $485.92 on Monday. The business has a 50 day moving average of $499.78 and a 200-day moving average of $503.29. Microsoft Corporation has a 1 year low of $344.79 and a 1 year high of $555.45. The company has a debt-to-equity ratio of 0.10, a current ratio of 1.40 and a quick ratio of 1.39. The company has a market capitalization of $3.61 trillion, a P/E ratio of 34.56, a P/E/G ratio of 1.82 and a beta of 1.07.

Microsoft (NASDAQ:MSFT) last posted its earnings results on Wednesday, October 29th. The software giant reported $4.13 EPS for the quarter, topping the consensus estimate of $3.65 by $0.48. Microsoft had a net margin of 35.71% and a return on equity of 32.45%. The business had revenue of $77.67 billion for the quarter, compared to the consensus estimate of $75.49 billion. During the same period last year, the company earned $3.30 EPS. The firm’s revenue was up 18.4% compared to the same quarter last year. On average, equities research analysts predict that Microsoft Corporation will post 13.08 earnings per share for the current year.

Microsoft Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, March 12th. Investors 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 dividend payout ratio is presently 25.89%.

Microsoft News Summary

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

Microsoft Company 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).