Fiduciary Alliance LLC Has $61.73 Million Holdings in Microsoft Corporation $MSFT

Fiduciary Alliance LLC cut its holdings in Microsoft Corporation (NASDAQ:MSFT) by 1.5% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 119,188 shares of the software giant’s stock after selling 1,857 shares during the quarter. Microsoft comprises about 4.1% of Fiduciary Alliance LLC’s investment portfolio, making the stock its 2nd biggest holding. Fiduciary Alliance LLC’s holdings in Microsoft were worth $61,733,000 at the end of the most recent quarter.

Other large investors also recently made changes to their positions in the company. Vanguard Group Inc. grew its position in Microsoft by 2.0% in the second quarter. Vanguard Group Inc. now owns 705,077,786 shares of the software giant’s stock worth $350,712,742,000 after buying an additional 13,691,572 shares during the last quarter. State Street Corp boosted its stake in shares of Microsoft by 1.1% during the 2nd quarter. State Street Corp now owns 299,196,519 shares of the software giant’s stock worth $148,823,341,000 after acquiring an additional 3,166,275 shares in the last quarter. Geode Capital Management LLC grew its holdings in shares of Microsoft by 2.0% in the 2nd quarter. Geode Capital Management LLC now owns 179,001,751 shares of the software giant’s stock worth $88,714,256,000 after acquiring an additional 3,532,054 shares during the last quarter. Norges Bank acquired a new stake in shares of Microsoft during the second quarter worth $50,493,678,000. Finally, Kingstone Capital Partners Texas LLC raised its position in shares of Microsoft by 564,387.1% during the second quarter. Kingstone Capital Partners Texas LLC now owns 90,549,369 shares of the software giant’s stock worth $45,040,162,000 after purchasing an additional 90,533,328 shares during the period. Institutional investors own 71.13% of the company’s stock.

Analysts Set New Price Targets

MSFT has been the subject of a number of recent analyst reports. Robert W. Baird initiated coverage on Microsoft in a research report on Friday, November 14th. They issued an “outperform” rating and a $600.00 price target for the company. BNP Paribas Exane raised their target price on shares of Microsoft from $630.00 to $632.00 and gave the stock an “outperform” rating in a report on Monday, November 3rd. Baird R W raised shares of Microsoft to a “strong-buy” rating in a research report on Friday, November 14th. Arete Research upped their price target on shares of Microsoft from $710.00 to $730.00 in a research report on Monday, October 27th. Finally, TD Cowen raised their price objective on shares of Microsoft from $640.00 to $655.00 and gave the stock a “buy” rating in a research note 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 issued a Hold rating to the company’s stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $631.03.

Insider Transactions at Microsoft

In other news, EVP Takeshi Numoto sold 2,850 shares of Microsoft stock in a transaction dated 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 sale, the executive vice president directly owned 55,782 shares in the company, valued at $26,703,959.04. The trade was a 4.86% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, insider Bradford L. Smith sold 38,500 shares of the business’s stock in a transaction that occurred on 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 directly owned 461,597 shares of the company’s stock, valued at approximately $239,402,668.08. The trade was a 7.70% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 54,100 shares of company stock valued at $27,598,872 in the last three months. Corporate insiders own 0.03% 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%

MSFT stock opened at $485.13 on Tuesday. The company has a 50 day moving average of $499.20 and a two-hundred day moving average of $503.42. The company has a market cap of $3.61 trillion, a price-to-earnings ratio of 34.50, a PEG ratio of 1.82 and a beta of 1.07. Microsoft Corporation has a 12-month low of $344.79 and a 12-month high of $555.45. The company has a quick ratio of 1.39, a current ratio of 1.40 and a debt-to-equity ratio of 0.10.

Microsoft (NASDAQ:MSFT) last posted its quarterly earnings results on Wednesday, October 29th. The software giant reported $4.13 EPS for the quarter, beating 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 analysts’ expectations of $75.49 billion. During the same period in the previous year, the company posted $3.30 EPS. Microsoft’s revenue was up 18.4% on a year-over-year basis. On average, equities analysts anticipate that Microsoft Corporation will post 13.08 earnings per share for the current fiscal 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 given a $0.91 dividend. This represents a $3.64 annualized dividend and a yield of 0.8%. The ex-dividend date of this dividend is Thursday, February 19th. Microsoft’s dividend payout ratio is presently 25.89%.

About Microsoft

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).