Microsoft Corporation $MSFT is Spinnaker Investment Group LLC’s 5th Largest Position

Spinnaker Investment Group LLC increased its stake in Microsoft Corporation (NASDAQ:MSFT) by 1.6% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 65,121 shares of the software giant’s stock after buying an additional 1,054 shares during the period. Microsoft accounts for about 6.3% of Spinnaker Investment Group LLC’s portfolio, making the stock its 5th largest position. Spinnaker Investment Group LLC’s holdings in Microsoft were worth $33,730,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors also recently added to or reduced their stakes in MSFT. Vanguard Group Inc. increased its holdings in Microsoft by 2.0% during the 2nd quarter. Vanguard Group Inc. now owns 705,077,786 shares of the software giant’s stock worth $350,712,742,000 after purchasing an additional 13,691,572 shares during the period. State Street Corp grew its position 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 buying an additional 3,166,275 shares in the last quarter. Geode Capital Management LLC increased its stake in shares of Microsoft by 2.0% during the second quarter. Geode Capital Management LLC now owns 179,001,751 shares of the software giant’s stock valued at $88,714,256,000 after buying an additional 3,532,054 shares during the period. Norges Bank bought a new stake in shares of Microsoft in the second quarter valued at about $50,493,678,000. Finally, Kingstone Capital Partners Texas LLC lifted its stake in Microsoft by 564,387.1% in 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 acquiring an additional 90,533,328 shares during the period. 71.13% of the stock is owned by hedge funds and other 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

Insider Activity

In other Microsoft news, CEO Judson Althoff sold 12,750 shares of the company’s stock in a transaction that occurred on 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 transaction, the chief executive officer owned 129,349 shares in the company, valued at approximately $63,577,620.48. This represents a 8.97% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, insider Bradford L. Smith sold 38,500 shares of the firm’s stock in a transaction on 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 directly owned 461,597 shares of the company’s stock, valued at approximately $239,402,668.08. This represents a 7.70% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 54,100 shares of company stock worth $27,598,872 over the last 90 days. 0.03% of the stock is currently owned by corporate insiders.

Microsoft Stock Performance

Shares of MSFT stock opened at $487.71 on Friday. Microsoft Corporation has a 12-month low of $344.79 and a 12-month high of $555.45. The business’s fifty day simple moving average is $497.15 and its 200-day simple moving average is $503.64. 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 company has a market cap of $3.62 trillion, a PE ratio of 34.69, a PEG ratio of 1.83 and a beta of 1.07.

Microsoft (NASDAQ:MSFT) last posted its quarterly earnings data on Wednesday, October 29th. The software giant reported $4.13 earnings per share for the quarter, topping 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 during the quarter, compared to analysts’ expectations of $75.49 billion. During the same quarter last year, the firm earned $3.30 EPS. The business’s quarterly revenue was up 18.4% on a year-over-year basis. Analysts expect that Microsoft Corporation will post 13.08 earnings per share for the current fiscal year.

Microsoft Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, March 12th. Stockholders of record on Thursday, February 19th will be paid a dividend of $0.91 per share. 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 payout ratio is presently 25.89%.

Analysts Set New Price Targets

MSFT has been the topic of a number of research reports. The Goldman Sachs Group reissued a “buy” rating and set a $630.00 target price on shares of Microsoft in a research report on Tuesday, October 28th. Citigroup lifted their price objective on shares of Microsoft from $682.00 to $690.00 and gave the company a “buy” rating in a report on Thursday, October 30th. TD Cowen boosted 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. BNP Paribas Exane increased their target price on Microsoft from $630.00 to $632.00 and gave the company an “outperform” rating in a research report on Monday, November 3rd. Finally, Melius Research lifted their price target on Microsoft from $595.00 to $625.00 in a report on Thursday, September 25th. Two 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 company’s stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $631.03.

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).