LifeWealth Investments LLC Has $6.07 Million Stock Position in Microsoft Corporation $MSFT

LifeWealth Investments LLC lifted its holdings in shares of Microsoft Corporation (NASDAQ:MSFT) by 30.0% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 11,724 shares of the software giant’s stock after purchasing an additional 2,703 shares during the period. Microsoft accounts for 1.7% of LifeWealth Investments LLC’s holdings, making the stock its 14th biggest holding. LifeWealth Investments LLC’s holdings in Microsoft were worth $6,073,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also bought and sold shares of MSFT. Wellington Capital Management Inc. bought a new stake in Microsoft during the second quarter valued at $9,941,000. Sound View Wealth Advisors Group LLC lifted its stake 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 valued at $46,816,000 after purchasing an additional 2,373 shares during the period. Real Talk Capital LLC boosted 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 valued at $860,000 after purchasing an additional 37 shares in the last quarter. Bank Pictet & Cie Europe AG grew its stake in Microsoft by 3.8% during the second quarter. Bank Pictet & Cie Europe AG now owns 922,524 shares of the software giant’s stock worth $457,119,000 after purchasing an additional 33,382 shares during the period. Finally, Gradient Investments LLC increased its holdings in Microsoft by 4.3% in the third quarter. Gradient Investments LLC now owns 285,163 shares of the software giant’s stock worth $147,700,000 after purchasing an additional 11,770 shares in the last quarter. 71.13% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

In related news, insider Bradford L. Smith sold 38,500 shares of the stock in a transaction on 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 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. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, EVP Takeshi Numoto sold 2,850 shares of the firm’s stock in a transaction on Thursday, December 4th. The shares were sold at an average price of $478.72, for a total value of $1,364,352.00. Following the transaction, the executive vice president owned 55,782 shares in the company, valued at approximately $26,703,959.04. This trade represents a 4.86% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 54,100 shares of company stock worth $27,598,872. 0.03% of the stock is owned by corporate insiders.

Key Stories Impacting Microsoft

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

Microsoft Trading Up 0.2%

NASDAQ:MSFT opened at $479.28 on Monday. The company has a debt-to-equity ratio of 0.10, a current ratio of 1.40 and a quick ratio of 1.39. Microsoft Corporation has a one year low of $344.79 and a one year high of $555.45. The company has a market cap of $3.56 trillion, a PE ratio of 34.09, a PEG ratio of 1.79 and a beta of 1.07. The firm has a 50-day moving average of $488.14 and a 200-day moving average of $503.79.

Microsoft (NASDAQ:MSFT) last announced its quarterly earnings results on Wednesday, October 29th. The software giant reported $4.13 earnings per share for the quarter, beating the consensus estimate of $3.65 by $0.48. The business had revenue of $77.67 billion for 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 firm’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, equities research analysts expect that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

Microsoft Dividend Announcement

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

Wall Street Analysts Forecast Growth

MSFT has been the topic of a number of research analyst reports. JPMorgan Chase & Co. restated a “buy” rating on shares of Microsoft in a report on Wednesday, November 19th. The Goldman Sachs Group set a $655.00 target price on shares of Microsoft in a research note on Sunday. Wells Fargo & Company reduced their price target on shares of Microsoft from $700.00 to $665.00 and set an “overweight” rating for the company in a report on Thursday. DZ Bank reiterated a “buy” rating on shares of Microsoft in a report on Thursday, October 30th. Finally, Rothschild Redb downgraded Microsoft from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, November 18th. Two 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. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $630.76.

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).