Dixon Fnancial Services Inc. Has $4.27 Million Stake in Microsoft Corporation $MSFT

Dixon Fnancial Services Inc. grew its position in shares of Microsoft Corporation (NASDAQ:MSFT) by 58.5% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 8,240 shares of the software giant’s stock after buying an additional 3,042 shares during the quarter. Microsoft makes up about 1.9% of Dixon Fnancial Services Inc.’s investment portfolio, making the stock its 7th biggest position. Dixon Fnancial Services Inc.’s holdings in Microsoft were worth $4,268,000 at the end of the most recent reporting period.

Several other hedge funds also recently modified their holdings of MSFT. Longfellow Investment Management Co. LLC increased its stake in shares of Microsoft by 51.3% in the second quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant’s stock valued at $29,000 after buying an additional 20 shares in the last quarter. Bulwark Capital Corp acquired a new stake in Microsoft in the 2nd quarter valued at about $32,000. Westend Capital Management LLC lifted its position in shares of Microsoft by 386.7% during the second quarter. Westend Capital Management LLC now owns 73 shares of the software giant’s stock worth $36,000 after purchasing an additional 58 shares in the last quarter. LSV Asset Management acquired a new stake in shares of Microsoft in the fourth quarter valued at approximately $44,000. Finally, University of Illinois Foundation acquired a new position in Microsoft during the 2nd quarter worth $50,000. Institutional investors and hedge funds own 71.13% of the company’s stock.

Key Headlines Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Wall Street bullishness on AI upside — Wedbush/Dan Ives reiterating Outperform and a $625 price target implies material upside for MSFT if AI monetization accelerates into 2026. Microsoft Stock Has 29% Upside in 2026, Says Dan Ives
• Positive Sentiment: Analysts forecasting a large incremental AI revenue stream — one top analyst scenario models roughly $25B of AI-driven revenue in fiscal 2026, supporting claims that MSFT may be undervalued on current multiples. Microsoft (MSFT) Stock: Top Analyst Forecasts $25B AI Revenue Boost
• Positive Sentiment: Product and partnership momentum — new partnerships, a cybercrime platform rollout and multi-year deals (e.g., with Cognizant) expand commercial channels for Copilot/Azure services. These deals support revenue visibility even as investment ramps. Microsoft Expands AI Footprint
• Positive Sentiment: Large AI-capex commitments — Microsoft is funneling sizable capital into AI (including major investments in India and Canada), which supports long-term cloud/AI leadership despite short-term spending. Heavy AI Investment Positions Microsoft
• Neutral Sentiment: Investor attention and favorable long-term narratives (dividend-growth narrative, Zacks/Fool coverage) keep MSFT in buy-lists even as short-term volatility persists. Why Microsoft Is a Top Growth Stock
• Negative Sentiment: Gaming struggles — coverage noting Xbox is “losing the console race by miles” highlights declining hardware sales, layoffs and studio cuts that pressure Xbox profitability and near-term investor sentiment. Losing the Console Race by Miles
• Negative Sentiment: Execution and governance concerns — reports that Satya Nadella is pressing teams on Copilot progress (and commentary about micromanagement) suggest internal stress over execution timelines. Microsoft CEO Pushes Staff on Copilot Ambitions
• Negative Sentiment: Concerns about OpenAI exposure and required spending — some analysts/columns argue OpenAI ties could be a liability and commentators warn Microsoft “requires mass spending” to keep Azure competitive, both of which can pressure margins and near-term sentiment. OpenAI Is Looking More Like A Liability Jim Cramer Says Microsoft “Requires Mass Spending”

Microsoft Stock Down 0.2%

Shares of Microsoft stock opened at $485.13 on Tuesday. The company has a market capitalization of $3.61 trillion, a P/E ratio of 34.50, a price-to-earnings-growth ratio of 1.82 and a beta of 1.07. 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 business has a 50-day moving average of $499.20 and a two-hundred day moving average of $503.42. Microsoft Corporation has a 1 year low of $344.79 and a 1 year high of $555.45.

Microsoft (NASDAQ:MSFT) last issued its quarterly earnings data on Wednesday, October 29th. The software giant reported $4.13 earnings per share (EPS) for the quarter, beating the consensus estimate 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 return on equity of 32.45% and a net margin of 35.71%.Microsoft’s quarterly revenue was up 18.4% compared to the same quarter last year. During the same period in the previous year, the firm earned $3.30 EPS. As a group, equities analysts predict that Microsoft Corporation will post 13.08 EPS for the current year.

Microsoft Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, March 12th. Shareholders of record on Thursday, February 19th will be issued a dividend of $0.91 per share. This represents a $3.64 dividend on an annualized basis and a yield of 0.8%. The ex-dividend date is Thursday, February 19th. Microsoft’s dividend payout ratio is 25.89%.

Analysts Set New Price Targets

MSFT has been the subject of a number of recent research reports. Citigroup boosted their target price on Microsoft from $682.00 to $690.00 and gave the stock a “buy” rating in a research report on Thursday, October 30th. Barclays reissued an “overweight” rating and set a $625.00 price target on shares of Microsoft in a research note on Friday, August 29th. Wedbush reaffirmed an “outperform” rating and set a $625.00 target price on shares of Microsoft in a report on Monday. The Goldman Sachs Group restated a “buy” rating and issued a $630.00 price target on shares of Microsoft in a research report on Tuesday, October 28th. Finally, Guggenheim set a $675.00 price objective on Microsoft in a report on Wednesday, November 19th. Two investment 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, Microsoft presently has an average rating of “Moderate Buy” and a consensus price target of $631.03.

Insider Buying and Selling at Microsoft

In other Microsoft news, insider Bradford L. Smith sold 38,500 shares of Microsoft stock in a transaction dated Monday, November 3rd. The stock was sold at an average price of $518.64, for a total value of $19,967,640.00. Following the sale, the insider owned 461,597 shares of the company’s stock, valued at $239,402,668.08. This trade represents a 7.70% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, EVP Takeshi Numoto sold 2,850 shares of the company’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 transaction, the executive vice president directly owned 55,782 shares of the company’s stock, valued at $26,703,959.04. This represents a 4.86% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 54,100 shares of company stock valued at $27,598,872 in the last 90 days. 0.03% of the stock is currently owned by company insiders.

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).