Hilltop Wealth Advisors LLC Acquires 4,109 Shares of Microsoft Corporation $MSFT

Hilltop Wealth Advisors LLC boosted its holdings in shares of Microsoft Corporation (NASDAQ:MSFT) by 73.3% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 9,715 shares of the software giant’s stock after acquiring an additional 4,109 shares during the quarter. Microsoft comprises 2.6% of Hilltop Wealth Advisors LLC’s holdings, making the stock its 7th largest holding. Hilltop Wealth Advisors LLC’s holdings in Microsoft were worth $5,032,000 as of its most recent SEC filing.

Other large investors have also modified their holdings of the company. Longfellow Investment Management Co. LLC increased its position in shares of Microsoft by 51.3% during the second quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant’s stock valued at $29,000 after acquiring an additional 20 shares during the last quarter. Bulwark Capital Corp purchased a new position in shares of Microsoft during the 2nd quarter worth approximately $32,000. Westend Capital Management LLC increased its holdings in Microsoft by 386.7% in the 2nd 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. University of Illinois Foundation purchased a new stake in Microsoft in the second quarter valued at approximately $50,000. Finally, LSV Asset Management acquired a new position in Microsoft during the fourth quarter worth $44,000. Institutional investors and hedge funds own 71.13% of the company’s stock.

Microsoft News Roundup

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Major infrastructure win — Microsoft is working with the Midcontinent Independent System Operator (Midwest grid operator) to modernize the power grid so it can support large-scale AI loads, reinforcing Azure’s role in critical infrastructure and easing customer concerns about power availability for data centers. Microsoft works with major US electric grid operator to modernize the Midwest power system
• Positive Sentiment: Healthcare and grid AI narrative — reporting highlights Microsoft’s expanding AI work in healthcare and power grids, which supports the Azure AI revenue story and positions MSFT as a go-to provider for regulated, mission-critical AI deployments. Is Microsoft’s Expanding AI Role in Healthcare and Power Grids Reshaping Its Cloud Narrative for MSFT?
• Positive Sentiment: Acquisition to accelerate autonomous data engineering — Microsoft bought Seattle startup Osmos to strengthen data engineering and automated pipelines, a tuck-in that supports enterprise AI adoption and could speed Azure/Power Platform monetization. Microsoft acquires data analytics startup Osmos to fuel push into ‘autonomous data engineering’
• Positive Sentiment: Marketplace distribution and partner ecosystem — Agentic AI platform Profitmind is now listed in the Microsoft Marketplace, expanding commercial channels and partner-led adoption for retail AI solutions on Microsoft technology. Profitmind Now Available in the Microsoft Marketplace
• Neutral Sentiment: Broader market tailwind — major U.S. indexes set records on tech-led gains, helping lift MSFT alongside other megacaps rather than as a company-specific catalyst. How major US stock indexes fared Tuesday, 1/6/2026
• Neutral Sentiment: Valuation debate persists — coverage notes a recent share-price pullback and conflicting fair-value views, reminding investors that upside is being balanced against a relatively rich multiple and differing analyst targets. Assessing Microsoft (MSFT) Valuation After Recent Share Price Pullback And Conflicting Fair Value Views
• Negative Sentiment: Talent movement — Meta hired a former Microsoft legal executive as CLO, a small signal of executive flow out of Microsoft; such departures can raise questions about retention but are not a major operational risk on their own. Meta names Microsoft’s Mahoney as chief legal officer
• Negative Sentiment: Competitive/market skepticism — coverage and social chatter continue to debate Microsoft’s AI edge versus rivals (Google/Nvidia), and some investors remain cautious about OpenAI-related costs and high capex, which could cap sentiment if doubts persist. Google’s ‘Cannibalization’ Risk Vs Microsoft’s Azure Growth

Wall Street Analyst Weigh In

Several equities research analysts recently issued reports on the company. Guggenheim set a $675.00 price objective on Microsoft in a report on Wednesday, November 19th. Cantor Fitzgerald set a $639.00 price target on shares of Microsoft in a research note on Thursday, October 30th. Morgan Stanley raised their price objective on shares of Microsoft from $625.00 to $650.00 and gave the company an “overweight” rating in a research note on Thursday, October 30th. Robert W. Baird started coverage on shares of Microsoft in a report on Friday, November 14th. They issued an “outperform” rating and a $600.00 price objective for the company. Finally, Weiss Ratings reiterated a “buy (b)” rating on shares of Microsoft in a report on Wednesday, October 8th. 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 company. According to data from MarketBeat.com, Microsoft presently has an average rating of “Moderate Buy” and an average price target of $631.03.

Insider Transactions at Microsoft

In other news, EVP Takeshi Numoto sold 2,850 shares of the business’s 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 completion of the sale, the executive vice president owned 55,782 shares in the company, valued at approximately $26,703,959.04. The trade was a 4.86% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, CEO Judson Althoff sold 12,750 shares of the company’s stock in a transaction 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 completion of the transaction, the chief executive officer 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 position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 54,100 shares of company stock valued at $27,598,872. Corporate insiders own 0.03% of the company’s stock.

Microsoft Trading Up 1.2%

Shares of NASDAQ:MSFT opened at $478.51 on Wednesday. Microsoft Corporation has a 52 week low of $344.79 and a 52 week high of $555.45. The company’s 50 day moving average is $491.02 and its two-hundred day moving average is $503.98. The company has a market cap of $3.56 trillion, a PE ratio of 34.03, a P/E/G ratio of 1.77 and a beta of 1.07. The company has a current ratio of 1.40, a quick ratio of 1.39 and a debt-to-equity ratio of 0.10.

Microsoft (NASDAQ:MSFT) last released its quarterly earnings data on Wednesday, October 29th. The software giant reported $4.13 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.65 by $0.48. The business had revenue of $77.67 billion during the quarter, compared to analysts’ expectations of $75.49 billion. Microsoft had a net margin of 35.71% and a return on equity of 32.45%. The company’s revenue for the quarter was up 18.4% on a year-over-year basis. During the same period in the previous year, the company earned $3.30 EPS. Equities analysts predict that Microsoft Corporation will post 13.08 earnings per share for the current fiscal 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 issued 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 0.8%. Microsoft’s dividend payout ratio is presently 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).