Microsoft Corporation $MSFT Shares Sold by Three Bridge Wealth Advisors LLC

Three Bridge Wealth Advisors LLC cut its stake in Microsoft Corporation (NASDAQ:MSFT) by 46.0% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 6,221 shares of the software giant’s stock after selling 5,310 shares during the quarter. Microsoft comprises about 0.8% of Three Bridge Wealth Advisors LLC’s investment portfolio, making the stock its 25th biggest position. Three Bridge Wealth Advisors LLC’s holdings in Microsoft were worth $3,222,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds also recently modified their holdings of the stock. Longfellow Investment Management Co. LLC raised its stake 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 purchasing an additional 20 shares during the period. Bulwark Capital Corp acquired a new stake in Microsoft during the 2nd quarter valued at $32,000. Westend Capital Management LLC increased its stake in Microsoft by 386.7% during the 2nd quarter. Westend Capital Management LLC now owns 73 shares of the software giant’s stock worth $36,000 after buying an additional 58 shares during the period. LSV Asset Management purchased a new stake in Microsoft during the 4th quarter worth $44,000. Finally, University of Illinois Foundation acquired a new position in Microsoft in the 2nd quarter worth $50,000. Hedge funds and other institutional investors own 71.13% of the company’s stock.

Insider Activity at Microsoft

In related news, insider Bradford L. Smith sold 38,500 shares of the company’s stock in a transaction on Monday, November 3rd. The stock was sold at an average price of $518.64, for a total transaction of $19,967,640.00. Following the completion of the transaction, the insider directly owned 461,597 shares in the company, valued at $239,402,668.08. This represents a 7.70% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Judson Althoff sold 12,750 shares of the 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 sale, the chief executive officer directly owned 129,349 shares in the company, valued at $63,577,620.48. This represents a 8.97% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 54,100 shares of company stock worth $27,598,872 in the last 90 days. 0.03% of the stock is currently owned by company insiders.

Microsoft Stock Up 0.7%

Shares of NASDAQ:MSFT opened at $459.86 on Monday. The company’s fifty day moving average is $483.97 and its two-hundred day moving average is $502.73. The company has a debt-to-equity ratio of 0.10, a quick ratio of 1.39 and a current ratio of 1.40. Microsoft Corporation has a 1-year low of $344.79 and a 1-year high of $555.45. The stock has a market capitalization of $3.42 trillion, a price-to-earnings ratio of 32.71, a price-to-earnings-growth ratio of 1.72 and a beta of 1.07.

Microsoft (NASDAQ:MSFT) last posted 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. The business had revenue of $77.67 billion during the quarter, compared to analyst estimates of $75.49 billion. Microsoft had a net margin of 35.71% and a return on equity of 32.45%. The company’s quarterly revenue was up 18.4% on a year-over-year basis. During the same period in the previous year, the business posted $3.30 EPS. Equities analysts anticipate that Microsoft Corporation will post 13.08 EPS for the current year.

Microsoft Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, March 12th. Investors of record on Thursday, February 19th will be issued a $0.91 dividend. 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 dividend payout ratio (DPR) is 25.89%.

Wall Street Analyst Weigh In

Several analysts have recently weighed in on the company. Morgan Stanley raised their target price on Microsoft from $625.00 to $650.00 and gave the company an “overweight” rating in a research note on Thursday, October 30th. Royal Bank Of Canada restated a “buy” rating on shares of Microsoft in a research note on Monday, January 5th. BMO Capital Markets cut their target price on Microsoft from $650.00 to $625.00 and set an “outperform” rating on the stock in a research report on Thursday, October 30th. Mizuho cut Microsoft from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, November 18th. Finally, Robert W. Baird assumed coverage on shares of Microsoft in a research note on Friday, November 14th. They issued an “outperform” rating and a $600.00 price target for the company. Three analysts have rated the stock with a Strong Buy rating, thirty-six have given a Buy rating and four have given a Hold rating to the company. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $630.37.

Microsoft News Roundup

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Analyst and Street optimism — Wedbush’s Dan Ives and others are positioning Microsoft as set for strong Q4 results tied to AI/cloud momentum, helping lift sentiment ahead of earnings. Dan Ives: Very Strong Q4 Earnings
• Positive Sentiment: Broker reaffirmation — Morgan Stanley kept an Overweight rating and high $650 target based on survey data showing rising enterprise software spend, supporting longer‑term upside expectations. Morgan Stanley Overweight
• Positive Sentiment: OpenAI monetization boost — OpenAI’s worldwide rollout of the lower‑cost ChatGPT Go subscription expands the addressable market for AI services where Microsoft has strategic exposure, lifting revenue hopes. OpenAI ChatGPT Go Worldwide
• Positive Sentiment: Data‑center expansion/community plan — News of a $500M–$1B Michigan data‑center push and Microsoft’s “community‑first” messaging shows continued capex to support Azure/AI growth, which investors view as reinforcing future revenue streams despite near‑term costs. Michigan Data Center Investment
• Neutral Sentiment: Technical/short‑term rebound thesis — Some analysts note MSFT is oversold and could see a technical bounce ahead of earnings, which supports trading interest but is not a fundamental catalyst. Zacks: Ripe for Turnaround
• Neutral Sentiment: Minor operational housekeeping — The company closed some on‑campus libraries, a small cost/real‑estate move that got attention but is unlikely to materially affect earnings. MSFT Shuts Libraries
• Negative Sentiment: Regulatory probe into Activision Blizzard — Italy opened investigations into alleged “misleading and aggressive” in‑game purchase practices for Call of Duty Mobile and Diablo Immortal, creating reputational and potential financial risk for MSFT’s gaming unit. Italy Investigates Activision
• Negative Sentiment: Legal risk from Musk trial — A judge cleared Elon Musk’s suit against OpenAI and Microsoft to proceed to a jury trial in April, introducing headline legal overhang and potential distraction/costs. Musk Trial Moves Forward
• Negative Sentiment: Regulatory scrutiny and analyst trim — Switzerland opened a probe into Microsoft’s licensing fees and Barclays lowered its price target, both adding near‑term headwinds to sentiment amid capex worries and noted insider selling. Swiss Probe into Licensing Fees

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).