Microsoft Corporation $MSFT Stake Trimmed by Brady Family Wealth LLC

Brady Family Wealth LLC lessened its holdings in shares of Microsoft Corporation (NASDAQ:MSFT) by 6.8% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 39,922 shares of the software giant’s stock after selling 2,916 shares during the period. Microsoft comprises approximately 6.4% of Brady Family Wealth LLC’s investment portfolio, making the stock its 2nd biggest position. Brady Family Wealth LLC’s holdings in Microsoft were worth $20,678,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently modified their holdings of MSFT. WFA Asset Management Corp boosted its stake in shares of Microsoft by 27.0% during the first quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant’s stock valued at $427,000 after purchasing an additional 216 shares during the period. Ironwood Wealth Management LLC. lifted its holdings in Microsoft by 0.3% during the 2nd quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant’s stock valued at $5,658,000 after buying an additional 38 shares in the last quarter. Discipline Wealth Solutions LLC boosted its position in Microsoft by 410.4% in the 3rd quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant’s stock valued at $1,144,000 after buying an additional 2,138 shares during the period. Wealth Group Ltd. boosted its position in Microsoft by 1.2% in the 4th quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant’s stock valued at $1,000,000 after buying an additional 28 shares during the period. Finally, Eagle Capital Management LLC grew its stake in Microsoft by 0.4% in the 4th quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant’s stock worth $9,735,000 after acquiring an additional 96 shares in the last quarter. 71.13% of the stock is currently owned by hedge funds and other institutional investors.

Key Headlines Impacting Microsoft

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

Insider Transactions 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 shares were 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 owned 55,782 shares of the company’s stock, valued at $26,703,959.04. This trade represents a 4.86% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, insider Bradford L. Smith sold 38,500 shares of the 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 directly owned 461,597 shares in the company, valued at $239,402,668.08. This represents a 7.70% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 54,100 shares of company stock worth $27,598,872 over the last 90 days. 0.03% of the stock is currently owned by company insiders.

Wall Street Analysts Forecast Growth

Several analysts have recently weighed in on the stock. Oppenheimer reaffirmed an “outperform” rating on shares of Microsoft in a research note on Thursday, October 30th. Citigroup raised their price objective on Microsoft from $682.00 to $690.00 and gave the stock a “buy” rating in a report on Thursday, October 30th. Wedbush reissued an “outperform” rating and set a $625.00 target price on shares of Microsoft in a research report on Monday. BMO Capital Markets dropped their price objective on shares of Microsoft from $650.00 to $625.00 and set an “outperform” rating on the stock in a research note on Thursday, October 30th. Finally, Royal Bank Of Canada reissued a “buy” rating on shares of Microsoft in a report on Wednesday, November 19th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-seven have issued a Buy rating and four have assigned a Hold rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $631.03.

Microsoft Trading Up 0.2%

NASDAQ MSFT opened at $487.61 on Friday. Microsoft Corporation has a 12-month low of $344.79 and a 12-month high of $555.45. The company has a fifty day simple moving average of $497.67 and a two-hundred day simple moving average of $503.31. 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 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 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 firm had revenue of $77.67 billion during the quarter, compared to the consensus estimate of $75.49 billion. Microsoft had a return on equity of 32.45% and a net margin of 35.71%.The company’s revenue was up 18.4% compared to the same quarter last year. During the same quarter in the previous year, the company posted $3.30 earnings per share. On average, analysts forecast that Microsoft Corporation will post 13.08 earnings per share for the current year.

Microsoft Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, March 12th. Stockholders of record on Thursday, February 19th will be paid a $0.91 dividend. The ex-dividend date 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 presently 25.89%.

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).