Bedrijfstakpensioenfonds Voor DE Media PNO Has $72.51 Million Holdings in Microsoft Corporation $MSFT

Bedrijfstakpensioenfonds Voor DE Media PNO trimmed its holdings in shares of Microsoft Corporation (NASDAQ:MSFT) by 8.9% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 140,000 shares of the software giant’s stock after selling 13,700 shares during the period. Microsoft comprises about 8.1% of Bedrijfstakpensioenfonds Voor DE Media PNO’s portfolio, making the stock its 2nd largest position. Bedrijfstakpensioenfonds Voor DE Media PNO’s holdings in Microsoft were worth $72,513,000 at the end of the most recent quarter.

A number of other institutional investors have also added to or reduced their stakes in MSFT. Norges Bank bought a new stake in Microsoft during the 2nd quarter valued at $50,493,678,000. Kingstone Capital Partners Texas LLC raised its position in shares of Microsoft by 564,387.1% in the 2nd 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 in the last quarter. Nuveen LLC purchased a new stake in shares of Microsoft during the 1st quarter worth $18,733,827,000. Laurel Wealth Advisors LLC boosted its position in Microsoft by 49,640.3% during the second quarter. Laurel Wealth Advisors LLC now owns 29,967,038 shares of the software giant’s stock valued at $14,905,904,000 after purchasing an additional 29,906,791 shares in the last quarter. Finally, Vanguard Group Inc. boosted its position in Microsoft by 2.0% during the second quarter. Vanguard Group Inc. now owns 705,077,786 shares of the software giant’s stock valued at $350,712,742,000 after purchasing an additional 13,691,572 shares in the last quarter. Hedge funds and other institutional investors own 71.13% of the company’s stock.

Microsoft Price Performance

Shares of NASDAQ:MSFT opened at $478.11 on Friday. 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 company has a market cap of $3.55 trillion, a PE ratio of 34.01, a price-to-earnings-growth ratio of 1.81 and a beta of 1.07. The company’s 50 day moving average is $488.91 and its 200 day moving average is $503.66.

Microsoft (NASDAQ:MSFT) last released its quarterly earnings data 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 net margin of 35.71% and a return on equity of 32.45%. The business had revenue of $77.67 billion for the quarter, compared to the consensus estimate of $75.49 billion. During the same period in the prior year, the firm earned $3.30 EPS. The business’s revenue for the quarter was up 18.4% on a year-over-year basis. On average, sell-side analysts forecast that Microsoft Corporation will post 13.08 EPS for the current year.

Microsoft Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Thursday, March 12th. Shareholders of record on Thursday, February 19th will be given a dividend of $0.91 per share. This represents a $3.64 annualized dividend and a yield of 0.8%. The ex-dividend date of this dividend is Thursday, February 19th. Microsoft’s dividend payout ratio (DPR) is currently 25.89%.

Trending Headlines about Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Major analyst support remains intact — Jefferies reiterated a Buy on MSFT with a $675 target, and other firms (Wedbush, Scotiabank) continue positive stances, reinforcing a bullish long-term AI/cloud story. Microsoft’s (MSFT) AI Strategy Reinforces Its Position as a Long-Term Winner, Analyst Says
• Positive Sentiment: New commercial partnerships extend Copilot/Azure monetization paths — PayPal will power checkout in Copilot and Fiserv has an AI partnership to embed Microsoft tech, both help drive direct revenue/usage for Copilot and Azure. PayPal Teams With Microsoft to Power Checkout in Copilot
• Positive Sentiment: Product momentum and enterprise demand remain strong — reporting around robust Azure demand, agentic AI tools for retail, and new robotics/automation partnerships that expand Azure’s TAM. These support revenue visibility and margin recovery as AI deployments scale. Microsoft Unleashes Agentic AI To Automate Every Corner Of Retail
• Neutral Sentiment: EU digital-rule update reportedly spares big tech from the strictest measures — less regulatory tightening would be neutral-to-positive for MSFT but it’s a policy development to monitor. Exclusive: Big Tech spared strict rules in EU digital rule overhaul, sources say
• Neutral Sentiment: Analyst price-target consensus points to sizable upside (~30% mean) and multiple firms flag MSFT as a top AI play — bullish medium-term context but not an immediate catalyst. Wall Street Analysts Predict a 30.32% Upside in Microsoft (MSFT)
• Neutral Sentiment: Upcoming earnings and corporate cadence — Microsoft announced its quarterly earnings date; previews suggest continued double‑digit growth expectations, making the report a potential near-term catalyst. Microsoft announces quarterly-earnings release date
• Negative Sentiment: Layoff rumors and cost worries have circulated (reports of thousands of cuts); Microsoft publicly pushed back calling some figures “100 percent made up,” but the rumor flow can pressure sentiment and drive short-term selling. “100 Percent Made Up”: Microsoft Stock (NASDAQ:MSFT) Slips in Response to Layoff Rumors
• Negative Sentiment: Local opposition to a proposed data center in Michigan and broader community pushback could create PR/headwind risks and slow site builds — timing/permits matter for capacity expansion plans. Microsoft revealed as company behind controversial data center proposal in Michigan township
• Negative Sentiment: Legal exposure around OpenAI (lawsuit allowed to proceed to trial) is a reputational/legal risk given Microsoft’s close ties and investments in OpenAI. Elon Musk’s lawsuit accusing ChatGPT-maker OpenAI Of Betraying Its Nonprofit Mission Can Go To Trial, Judge Rules

Insider Buying and Selling at Microsoft

In other news, EVP Takeshi Numoto sold 2,850 shares of the business’s stock in a transaction dated Thursday, December 4th. The stock was sold at an average price of $478.72, for a total value 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. The trade was a 4.86% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, insider Bradford L. Smith sold 38,500 shares of the company’s 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 completion of the sale, the insider owned 461,597 shares in the company, valued at $239,402,668.08. The trade was a 7.70% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 54,100 shares of company stock worth $27,598,872. Insiders own 0.03% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities analysts have commented on MSFT shares. Citigroup boosted their target price on shares of Microsoft from $682.00 to $690.00 and gave the stock a “buy” rating in a report on Thursday, October 30th. Rothschild Redb downgraded shares of Microsoft from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, November 18th. Mizuho cut shares of Microsoft from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, November 18th. Stifel Nicolaus set a $640.00 target price on shares of Microsoft in a research note on Thursday, October 30th. Finally, Rothschild & Co Redburn reaffirmed 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. Two research analysts have rated the stock with a Strong Buy rating, thirty-seven have given a Buy rating and four have given a Hold rating to the company’s stock. According to data from MarketBeat.com, Microsoft has an average rating of “Moderate Buy” and a consensus price target of $630.11.

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).