CCM Investment Advisers LLC Reduces Stock Position in Microsoft Corporation $MSFT

Posted by Defense World Staff on Dec 27th, 2025

CCM Investment Advisers LLC decreased its holdings in shares of Microsoft Corporation (NASDAQ:MSFT – Free Report) by 5.4% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 65,063 shares of the software giant’s stock after selling 3,727 shares during the quarter. Microsoft comprises approximately 3.3% of CCM Investment Advisers LLC’s holdings, making the stock its 4th largest position. CCM Investment Advisers LLC’s holdings in Microsoft were worth $33,700,000 at the end of the most recent quarter.

Several other institutional investors also recently added to or reduced their stakes in MSFT. Wellington Capital Management Inc. acquired a new position in Microsoft in the 2nd quarter valued at approximately $9,941,000. Sound View Wealth Advisors Group LLC raised its stake in shares of Microsoft by 2.6% in the second quarter. Sound View Wealth Advisors Group LLC now owns 94,120 shares of the software giant’s stock valued at $46,816,000 after purchasing an additional 2,373 shares in the last quarter. Real Talk Capital LLC lifted its position in Microsoft by 1.6% in the first quarter. Real Talk Capital LLC now owns 2,290 shares of the software giant’s stock worth $860,000 after purchasing an additional 37 shares during the period. Bank Pictet & Cie Europe AG lifted its position in Microsoft by 3.8% in the second quarter. Bank Pictet & Cie Europe AG now owns 922,524 shares of the software giant’s stock worth $457,119,000 after purchasing an additional 33,382 shares during the period. Finally, Gradient Investments LLC boosted its stake in Microsoft by 4.3% during the third quarter. Gradient Investments LLC now owns 285,163 shares of the software giant’s stock worth $147,700,000 after buying an additional 11,770 shares in the last quarter. 71.13% of the stock is owned by institutional investors.

Trending Headlines about Microsoft

Here are the key news stories impacting Microsoft this week:

Positive Sentiment: High‑profile bullish analyst coverage and “breakout” 2026 thesis that support upside for MSFT and long‑term AI monetization. Why Analysts See 2026 as a Breakout Year for Microsoft Stock (MSFT)
Positive Sentiment: Firm bullish pieces arguing Microsoft is positioned for strong AI‑driven growth (OpenAI stake + Azure momentum), which supports a buy‑and‑hold case. Microsoft Positioned For Strong Growth
Positive Sentiment: MarketBeat highlights Microsoft’s entrenched enterprise moat and high switching costs — a defensive argument underpinning revenue durability and premium multiples. Microsoft May Look Pricey, But Customers Can’t Walk Away
Neutral Sentiment: Inclusion on “3 cloud stocks to buy” lists (alongside AMZN/GOOGL) reinforces Microsoft’s exposure to a potential cloud/AI cycle but is broad‑market, not MSFT‑specific. 3 Cloud Computing Stocks to Buy Before 2026 as Digital Demand Soars
Neutral Sentiment: Valuation debate — some analysts argue MSFT is a “compounder at any price,” others recommend accumulating slowly due to rich multiples and heavy capex; this is keeping some investors on the sidelines. Microsoft Faces a Key Question: Compounder at Any Price or Accumulate Slowly
Neutral Sentiment: Options “whale” activity shows large positioning in MSFT — could signal directional conviction but not definitive on sentiment. Monitor flows for confirmation. Check Out What Whales Are Doing With MSFT
Negative Sentiment: NVIDIA’s $20B Groq deal strengthens a competitor’s inference‑speed lead — a direct long‑term threat to Azure/AI hosting economics as inference demand grows; this likely weighs on MSFT sentiment today. NVIDIA’s $20B Groq Deal Is a Warning Shot to AI Rivals (MSFT)
Negative Sentiment: Investor concerns about Microsoft’s relationship with OpenAI and Copilot adoption (reports that drove a recent pullback) are pressuring sentiment — execution and partner dynamics are key near‑term risks. Microsoft (MSFT) Fell Due to Concerns About Its Relationship With OpenAI
Negative Sentiment: Coverage noting the stock looks “pricey” and that heavy data‑center capex could pressure margins/returns in the near term — a valuation headwind for momentum investors. Microsoft May Look Pricey, But Customers Can’t Walk Away

Microsoft Stock Down 0.1%

Shares of MSFT opened at $487.71 on Friday. The company has a market capitalization of $3.62 trillion, a P/E ratio of 34.69, a PEG ratio of 1.83 and a beta of 1.07. Microsoft Corporation has a one year low of $344.79 and a one year high of $555.45. The business’s 50 day simple moving average is $497.15 and its 200-day simple moving average is $503.42. 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 (NASDAQ:MSFT – Get Free Report) 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 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 business’s revenue for the quarter was up 18.4% compared to the same quarter last year. During the same quarter in the previous year, the company posted $3.30 EPS. As a group, sell-side analysts predict that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

Microsoft Dividend Announcement

The business also recently disclosed 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. The ex-dividend date of this dividend is Thursday, February 19th. This represents a $3.64 dividend on an annualized basis and a yield of 0.7%. Microsoft’s dividend payout ratio is currently 25.89%.

Analysts Set New Price Targets

A number of equities analysts have recently issued reports on the stock. Barclays restated an “overweight” rating and issued a $625.00 price objective on shares of Microsoft in a research note on Friday, August 29th. KeyCorp reissued an “overweight” rating on shares of Microsoft in a research report on Thursday, October 30th. Arete Research lifted their price objective on Microsoft from $710.00 to $730.00 in a report on Monday, October 27th. Redburn Partners set a $560.00 target price on Microsoft in a report on Wednesday, October 22nd. Finally, BMO Capital Markets decreased their price target on Microsoft from $650.00 to $625.00 and set an “outperform” rating on the stock in a research note on Thursday, October 30th. Two investment analysts have rated the stock with a Strong Buy rating, thirty-seven have given a Buy rating and four have issued a Hold rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $631.03.

Get Our Latest Report on MSFT

Insider Buying and Selling at Microsoft

In other Microsoft news, CEO Judson Althoff sold 12,750 shares of the business’s stock in a transaction dated Tuesday, December 2nd. The shares were sold at an average price of $491.52, for a total value of $6,266,880.00. Following the completion of the transaction, the chief executive officer directly owned 129,349 shares of the company’s stock, valued at approximately $63,577,620.48. The trade was a 8.97% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, EVP Takeshi Numoto sold 2,850 shares of the stock in a transaction that occurred 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 directly owned 55,782 shares in the company, valued at $26,703,959.04. This trade represents a 4.86% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 54,100 shares of company stock worth $27,598,872. 0.03% of the stock is currently owned by corporate insiders.

Microsoft Profile

(Free Report)

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).