Breakthru Advisory Services LLC Takes Position in Microsoft Corporation $MSFT

Breakthru Advisory Services LLC purchased a new position in shares of Microsoft Corporation (NASDAQ:MSFT) in the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor purchased 5,732 shares of the software giant’s stock, valued at approximately $2,969,000. Microsoft accounts for about 2.0% of Breakthru Advisory Services LLC’s portfolio, making the stock its 15th largest position.

A number of other hedge funds have also added to or reduced their stakes in the company. 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 during the period. Bulwark Capital Corp bought a new stake in Microsoft in the second quarter valued at approximately $32,000. Westend Capital Management LLC increased its position in Microsoft by 386.7% during the 2nd quarter. Westend Capital Management LLC now owns 73 shares of the software giant’s stock valued at $36,000 after purchasing an additional 58 shares during the period. LSV Asset Management bought a new position in Microsoft during the 4th quarter worth approximately $44,000. Finally, University of Illinois Foundation acquired a new position in shares of Microsoft in the 2nd quarter worth approximately $50,000. 71.13% of the stock is owned by institutional investors.

Insiders Place Their Bets

In other Microsoft news, CEO Judson Althoff sold 12,750 shares of the stock in a transaction dated Tuesday, December 2nd. The shares were sold at an average price of $491.52, for a total transaction of $6,266,880.00. Following the completion of the transaction, the chief executive officer owned 129,349 shares in the company, valued at $63,577,620.48. This trade represents a 8.97% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, 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 transaction of $19,967,640.00. Following the completion of the transaction, the insider owned 461,597 shares of the company’s stock, valued at $239,402,668.08. The trade was 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 quarter. 0.03% of the stock is currently owned by company insiders.

Microsoft News Roundup

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Wedbush’s Dan Ives labels Microsoft a “compelling” buy for 2026 and sets a $625 target, arguing MSFT is an overlooked AI winner with ~30% upside — a catalyst for buyer interest. This Dividend-Yielding Tech Stock Looks a ‘Compelling Buy’ for 2026 After 2 Years of Underperformance
• Positive Sentiment: Multiple firms (Evercore, Wedbush, others) reiterated Outperform/Overweight ratings and high price targets (median ~$639), supporting upside expectations and fresh buying by institutions. Microsoft, Salesforce Lead Evercore’s 2026 Picks
• Positive Sentiment: Social and data-driven commentary highlights continued AI and Azure strength (Azure growth cited >30% YoY) and investor excitement around Copilot/AI infrastructure demand — a core growth narrative. Microsoft Stock (MSFT) Opinions on AI and Cloud Growth
• Neutral Sentiment: OpenAI appears closer to showing ads on ChatGPT — could create a new monetization stream that indirectly benefits Microsoft, but timing/terms and competitive/regulatory implications remain uncertain. OpenAI Is Getting Closer to Showing Ads on ChatGPT
• Neutral Sentiment: Macro view: strategists expect a solid 2026 for stocks but warn of rising volatility — a backdrop that can amplify MSFT moves in either direction. Wall Street Expects a Solid 2026 for Stocks. But the ‘Risks Are Growing’
• Negative Sentiment: Notable insider selling (including several executive sales) and reports of heavy insider dispositions can dent investor confidence about timing/valuation. Microsoft Stock (MSFT) Opinions on AI and Cloud Growth
• Negative Sentiment: CapEx and “overbuilding” risk: coverage highlights very large AI/data-center investments (reported multibillion-dollar capex) which could pressure margins if AI monetization lags. Microsoft: Not Immune To The Risk Of Overbuilding
• Negative Sentiment: Product/adoption concerns: reports say Copilot adoption has been slower than hoped, prompting CEO Satya Nadella to take a more hands‑on product role — a short‑term execution risk. Microsoft CEO Satya Nadella steps up as AI product overseer amid Copilot adoption challenges: report
• Negative Sentiment: Policy/talent risk: the administration’s H‑1B overhaul (ending the pure lottery) could change talent sourcing/costs for big tech, a medium‑term headwind for staffing/AI hiring. Trump administration moves to overhaul how H-1B visas are granted, ending lottery system

Microsoft Stock Up 0.2%

MSFT stock opened at $487.61 on Thursday. The stock has a market cap of $3.62 trillion, a P/E ratio of 34.68, a P/E/G ratio of 1.82 and a beta of 1.07. The company has a current ratio of 1.40, a quick ratio of 1.39 and a debt-to-equity ratio of 0.10. The stock’s fifty day simple moving average is $498.15 and its two-hundred day simple moving average is $503.42. Microsoft Corporation has a 1-year low of $344.79 and a 1-year high of $555.45.

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

Microsoft Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, March 12th. Investors of record on Thursday, February 19th will be paid 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%.

Analysts Set New Price Targets

Several equities analysts recently issued reports on MSFT shares. UBS Group restated a “buy” rating and issued a $650.00 target price on shares of Microsoft in a report on Thursday, October 30th. Raymond James Financial lowered their price objective on Microsoft from $630.00 to $600.00 and set an “outperform” rating for the company in a research report on Thursday, October 30th. Wedbush restated an “outperform” rating and set a $625.00 target price on shares of Microsoft in a research report on Monday. JPMorgan Chase & Co. reissued a “buy” rating on shares of Microsoft in a research note on Wednesday, November 19th. Finally, The Goldman Sachs Group reaffirmed a “buy” rating and set a $630.00 price objective on shares of Microsoft in a research report on Tuesday, October 28th. 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 data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $631.03.

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).