Whitaker Myers Wealth Managers LTD. Reduces Stock Position in Microsoft Corporation $MSFT

Whitaker Myers Wealth Managers LTD. cut its holdings in Microsoft Corporation (NASDAQ:MSFT) by 38.5% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 3,238 shares of the software giant’s stock after selling 2,026 shares during the period. Whitaker Myers Wealth Managers LTD.’s holdings in Microsoft were worth $1,677,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently made changes to their positions in MSFT. Longfellow Investment Management Co. LLC increased its position in shares of Microsoft by 51.3% during the 2nd quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant’s stock valued at $29,000 after purchasing an additional 20 shares during the last quarter. Bulwark Capital Corp purchased a new position in Microsoft during the second quarter worth $32,000. Westend Capital Management LLC increased its position in Microsoft by 386.7% during the second quarter. Westend Capital Management LLC now owns 73 shares of the software giant’s stock valued at $36,000 after acquiring an additional 58 shares during the last quarter. University of Illinois Foundation purchased a new stake in shares of Microsoft in the second quarter valued at $50,000. Finally, LSV Asset Management bought a new stake in shares of Microsoft in the 4th quarter worth about $44,000. Institutional investors own 71.13% of the company’s stock.

Wall Street Analysts Forecast Growth

Several brokerages recently commented on MSFT. DZ Bank reiterated a “buy” rating on shares of Microsoft in a report on Thursday, October 30th. DA Davidson reaffirmed a “buy” rating and set a $650.00 target price on shares of Microsoft in a research note on Thursday, December 4th. Rothschild & Co Redburn reiterated a “neutral” rating and issued a $500.00 price target (down from $560.00) on shares of Microsoft in a report on Tuesday, November 18th. Cowen restated a “buy” rating on shares of Microsoft in a report on Friday, October 24th. Finally, HSBC upped their price objective on Microsoft from $643.00 to $648.00 in a research report on Monday, October 27th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-seven have given a Buy rating and four have assigned a Hold rating to the stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $631.03.

Microsoft Price Performance

Shares of MSFT stock opened at $472.94 on Monday. Microsoft Corporation has a twelve month low of $344.79 and a twelve month high of $555.45. 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 fifty day simple moving average of $493.47 and a two-hundred day simple moving average of $504.03. The stock has a market capitalization of $3.52 trillion, a price-to-earnings ratio of 33.64, a P/E/G ratio of 1.77 and a beta of 1.07.

Microsoft (NASDAQ:MSFT) last announced its quarterly earnings results on Wednesday, October 29th. The software giant reported $4.13 EPS for the quarter, beating the consensus estimate 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 analyst estimates of $75.49 billion. During the same quarter last year, the firm posted $3.30 earnings per share. The business’s revenue for the quarter was up 18.4% on a year-over-year basis. On average, analysts predict that Microsoft Corporation will post 13.08 EPS 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 given a $0.91 dividend. This represents a $3.64 annualized dividend and a dividend yield of 0.8%. The ex-dividend date of this dividend is Thursday, February 19th. Microsoft’s dividend payout ratio is presently 25.89%.

Trending Headlines about Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Wall Street remains broadly bullish on MSFT — analysts and outlets label Microsoft a top pick for 2026 and a “strong buy,” citing AI monetization and cloud durability as drivers of upside. Wall Street Says Microsoft Is a ‘Strong Buy.’ Let’s Look at Who Owns MSFT Stock?
• Positive Sentiment: Some analysts publicly prefer Microsoft over Google in the AI race, arguing MSFT’s Azure and partnerships reduce downside risk versus peers — a positive signal for longer‑term market share and revenue capture. Why This Analyst Prefers Microsoft Over Google In The AI Race
• Positive Sentiment: Debt and cash flow profile supports sustained AI investment — several writeups (including MarketBeat roundups) say MSFT’s balance sheet makes elevated CapEx manageable and that recent pullbacks are “buyable dips.” Beyond the Santa Claus Rally—5 Quality Stocks to Buy in 2026 (MSFT)
• Neutral Sentiment: Analysis pieces (e.g., Seeking Alpha) argue raised CapEx for AI isn’t a major concern versus future ROI, positioning MSFT as still relatively cheap on an AI-adjusted basis — a mixed read that keeps volatility likely while fundamentals mature. Microsoft: AI Superpower Still Cheap – Raised Capex Not A Big Concern
• Negative Sentiment: Near‑term selling pressure is coming from investors reassessing Microsoft’s AI edge versus Alphabet/Google — uncertainty over who will monetize AI faster is prompting profit‑taking and weighing on the stock. Microsoft (MSFT) Stock Moves Lower As Investors Assess Its AI Edge Against Google
• Negative Sentiment: Broader market action is mixed — the Nasdaq was roughly flat while indexes rotated — and Microsoft’s size makes it a significant weight on the tech‑heavy index, magnifying any MSFT weakness for the session. How major US stock indexes fared Friday, 1/2/2026

Insider Activity

In other Microsoft news, EVP Takeshi Numoto sold 2,850 shares of the stock in a transaction on Thursday, December 4th. The stock was 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. This trade represents a 4.86% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CEO Judson Althoff sold 12,750 shares of the business’s stock in a transaction on Tuesday, December 2nd. The stock was 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 disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 54,100 shares of company stock worth $27,598,872. Corporate insiders own 0.03% of the company’s stock.

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).