Bartlett & CO. Wealth Management LLC Has $508.09 Million Stock Holdings in Microsoft Corporation $MSFT

Bartlett & CO. Wealth Management LLC cut its holdings in shares of Microsoft Corporation (NASDAQ:MSFT) by 1.0% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 980,965 shares of the software giant’s stock after selling 10,103 shares during the quarter. Microsoft comprises 6.7% of Bartlett & CO. Wealth Management LLC’s portfolio, making the stock its biggest holding. Bartlett & CO. Wealth Management LLC’s holdings in Microsoft were worth $508,091,000 as of its most recent SEC filing.

Other hedge funds have also added to or reduced their stakes in the company. Longfellow Investment Management Co. LLC grew its stake in Microsoft by 51.3% in the 2nd 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 last quarter. Bulwark Capital Corp bought a new stake in shares of Microsoft during the second quarter worth approximately $32,000. Westend Capital Management LLC grew its position in shares of Microsoft by 386.7% in the second 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 last quarter. LSV Asset Management bought a new position in shares of Microsoft during the fourth quarter worth approximately $44,000. Finally, University of Illinois Foundation acquired a new stake in Microsoft during the 2nd quarter worth approximately $50,000. Institutional investors and hedge funds own 71.13% of the company’s stock.

Key Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Wedbush reiterated an Outperform and set a $625 price target, calling MSFT a “core AI winner” — this boosts buy-side conviction that Microsoft will convert AI investments into outsized revenue and supports higher multiple expansion. Wedbush Calls Microsoft (MSFT) a Core AI Winner With $625 Price Target
• Positive Sentiment: Analyst and media pieces (Seeking Alpha et al.) argue Microsoft is the “real AI winner in plain sight,” reinforcing the narrative that Azure, Copilot integrations and enterprise lock‑in position MSFT to capture long‑term AI revenue. Microsoft: The Real AI Winner Hiding In Plain Sight
• Positive Sentiment: MarketBeat highlights Microsoft’s durable switching costs (Office, Azure, identity) and embedded enterprise workflows — a reminder to investors that customer stickiness can protect margins and sustain recurring revenue. Microsoft May Look Pricey, But Customers Can’t Walk Away
• Neutral Sentiment: OpenAI (which Microsoft backs) appears closer to showing ads in ChatGPT — a potential new revenue lever but uncertain timing/monetization; investors view this as a watch item rather than an immediate earnings driver. OpenAI Is Getting Closer to Showing Ads on ChatGPT
• Neutral Sentiment: Social/quant summaries note strong Azure/AI growth but also heavy FY25 capex and significant insider sales; these data points keep volatility elevated as investors debate growth vs. capital intensity. Microsoft Stock (MSFT) Opinions on AI and Cloud Growth
• Negative Sentiment: Reports question whether Microsoft is “overbuilding” data centers and note Copilot adoption challenges; rising capex and slower-than-expected enterprise adoption could pressure margins and temper near‑term returns. Is Microsoft overbuilding? Microsoft stock (NASDAQ:MSFT) ticks up with mounting concern
• Negative Sentiment: Coverage noting Copilot adoption friction and Nadella stepping in as product overseer raises execution risk headlines — such operational concerns can fuel short‑term selling despite the longer‑term AI story. Microsoft CEO Satya Nadella steps up as AI product overseer amid Copilot adoption challenges

Wall Street Analysts Forecast Growth

A number of research analysts have commented on the company. Robert W. Baird assumed coverage on Microsoft in a report on Friday, November 14th. They issued an “outperform” rating and a $600.00 price objective on the stock. Royal Bank Of Canada reissued a “buy” rating on shares of Microsoft in a research report on Wednesday, November 19th. Guggenheim set a $675.00 price objective on shares of Microsoft in a research note on Wednesday, November 19th. Stifel Nicolaus set a $640.00 target price on shares of Microsoft in a research report on Thursday, October 30th. Finally, Piper Sandler reiterated an “overweight” rating and issued a $650.00 price target on shares of Microsoft in a research report on Thursday, October 30th. Two 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. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $631.03.

Insider Activity

In other Microsoft news, EVP Takeshi Numoto sold 2,850 shares of the business’s stock in a transaction on Thursday, December 4th. The shares were sold at an average price of $478.72, for a total transaction of $1,364,352.00. Following the sale, the executive vice president owned 55,782 shares of the company’s stock, valued at approximately $26,703,959.04. The trade was a 4.86% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, insider Bradford L. Smith sold 38,500 shares of the stock in a transaction 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 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 ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 54,100 shares of company stock worth $27,598,872. Corporate insiders own 0.03% of the company’s stock.

Microsoft Stock Up 0.2%

Shares of MSFT opened at $487.61 on Friday. The firm has a 50 day simple moving average of $497.67 and a two-hundred day simple moving average of $503.31. The company has a debt-to-equity ratio of 0.10, a current ratio of 1.40 and a quick ratio of 1.39. Microsoft Corporation has a one year low of $344.79 and a one year high of $555.45. The company has a market cap of $3.62 trillion, a P/E ratio of 34.68, a P/E/G ratio of 1.83 and a beta of 1.07.

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

Microsoft Dividend Announcement

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