Microsoft Corporation $MSFT Shares Acquired by 1900 Wealth Management LLC

1900 Wealth Management LLC increased its position in Microsoft Corporation (NASDAQ:MSFT) by 26.8% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 12,965 shares of the software giant’s stock after purchasing an additional 2,741 shares during the quarter. 1900 Wealth Management LLC’s holdings in Microsoft were worth $6,715,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Wellington Capital Management Inc. bought a new position in shares of Microsoft during the second quarter valued at $9,941,000. Sound View Wealth Advisors Group LLC grew its holdings in shares of Microsoft by 2.6% in the 2nd quarter. Sound View Wealth Advisors Group LLC now owns 94,120 shares of the software giant’s stock worth $46,816,000 after purchasing an additional 2,373 shares during the last quarter. Real Talk Capital LLC increased its position in shares of Microsoft by 1.6% during the 1st 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 in the last quarter. Bank Pictet & Cie Europe AG lifted its holdings in Microsoft by 3.8% during the 2nd quarter. Bank Pictet & Cie Europe AG now owns 922,524 shares of the software giant’s stock valued at $457,119,000 after purchasing an additional 33,382 shares during the last quarter. Finally, Gradient Investments LLC boosted its position in Microsoft by 4.3% in the third quarter. Gradient Investments LLC now owns 285,163 shares of the software giant’s stock valued at $147,700,000 after buying an additional 11,770 shares in the last quarter. Hedge funds and other institutional investors own 71.13% of the company’s stock.

Insider Buying and Selling at Microsoft

In related news, EVP Takeshi Numoto sold 2,850 shares of Microsoft 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 sale, the executive vice president owned 55,782 shares of the company’s stock, valued at approximately $26,703,959.04. The trade was a 4.86% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Judson Althoff sold 12,750 shares of the company’s stock in a transaction dated 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 sale, the chief executive officer owned 129,349 shares in the company, valued at $63,577,620.48. The trade was a 8.97% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 54,100 shares of company stock worth $27,598,872. Insiders own 0.03% of the company’s stock.

Analyst Ratings Changes

Several analysts have recently commented on MSFT shares. JPMorgan Chase & Co. restated a “buy” rating on shares of Microsoft in a report on Wednesday, November 19th. Evercore ISI set a $640.00 target price on Microsoft in a research note on Thursday, October 30th. BNP Paribas Exane raised their target price on Microsoft from $630.00 to $632.00 and gave the stock an “outperform” rating in a report on Monday, November 3rd. Piper Sandler reaffirmed an “overweight” rating and issued a $650.00 price target on shares of Microsoft in a research note on Thursday, October 30th. Finally, Wedbush reiterated an “outperform” rating and issued a $625.00 price target on shares of Microsoft in a research report on Monday, December 22nd. 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. According to data from MarketBeat, Microsoft currently has a consensus rating of “Moderate Buy” and a consensus target price of $630.11.

Microsoft Trading Up 0.2%

MSFT opened at $479.28 on Friday. The stock has a market capitalization of $3.56 trillion, a P/E ratio of 34.09, a P/E/G ratio of 1.79 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 Corporation has a 12 month low of $344.79 and a 12 month high of $555.45. The firm’s fifty day simple moving average is $488.14 and its 200 day simple moving average is $503.71.

Microsoft (NASDAQ:MSFT) last announced its earnings results on Wednesday, October 29th. The software giant reported $4.13 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $3.65 by $0.48. The business had revenue of $77.67 billion for the quarter, compared to analyst estimates of $75.49 billion. Microsoft had a return on equity of 32.45% and a net margin of 35.71%.Microsoft’s revenue for the quarter was up 18.4% compared to the same quarter last year. During the same quarter last year, the firm earned $3.30 EPS. As a group, research analysts anticipate that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

Microsoft Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, March 12th. Investors of record on Thursday, February 19th will be issued a dividend of $0.91 per share. The ex-dividend date is Thursday, February 19th. This represents a $3.64 annualized dividend and a yield of 0.8%. Microsoft’s dividend payout ratio is presently 25.89%.

Microsoft News Roundup

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Office 365 subscription growth is accelerating (commercial + consumer uptake, higher-tier migration and AI features boosting revenue per user), which supports recurring revenue and margin resilience. MSFT’s Office 365 Subscription Growth Picks Up
• Positive Sentiment: Microsoft launched agentic AI solutions for retailers (automation across merchandising, store ops and fulfillment) — expands monetization avenues for Azure/Copilot in commerce. Microsoft Introduces Agentic AI Solutions for Retailers
• Positive Sentiment: PayPal will power Copilot Checkout flows, a partnership that helps drive payments volume inside Microsoft’s Copilot ecosystem and could lift monetization of consumer workflows. PayPal Teams With Microsoft to Power Checkout in Copilot
• Positive Sentiment: Prominent commentators and analysts remain constructive — Jim Cramer voiced continued confidence in Microsoft, and firms (Wedbush/Jefferies/Scotiabank coverage) reiterate upside tied to Azure/AI momentum. These endorsements support investor sentiment. Jim Cramer Says “Going Forward, I Still Feel Pretty Good About Microsoft”
• Neutral Sentiment: EU digital rule overhaul reportedly won’t impose heavy-handed restrictions on big tech — reduces a regulatory overhang but is broadly industry-wide news. Big Tech spared strict rules in EU digital rule overhaul
• Negative Sentiment: Reports say AI‑capable PC sales came in below expectations, denting the near‑term hardware/AI upgrade narrative that had been a tailwind for Microsoft’s Windows/partner ecosystem. “AI Confuses Them More Than it Helps…”: Microsoft Stock Slips as AI PC Sales Less Than Expected
• Negative Sentiment: Rumors of large job cuts circulated (company communications called the figures inaccurate), creating headline risk around rising AI costs and cost‑base adjustments. Short-term volatility can follow such reports even when later denied. “100 Percent Made Up”: Microsoft Stock Slips in Response to Layoff Rumors
• Negative Sentiment: Local opposition emerged after Microsoft was identified as the developer behind a contentious Michigan data‑center proposal — potential permitting delays and PR drag. Microsoft behind controversial data center proposal in Michigan

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).