Glass Wealth Management Co LLC Acquires 1,603 Shares of Microsoft Corporation $MSFT

Glass Wealth Management Co LLC boosted its holdings in shares of Microsoft Corporation (NASDAQ:MSFT) by 5.5% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 30,883 shares of the software giant’s stock after acquiring an additional 1,603 shares during the quarter. Microsoft accounts for about 7.1% of Glass Wealth Management Co LLC’s portfolio, making the stock its 2nd largest position. Glass Wealth Management Co LLC’s holdings in Microsoft were worth $15,996,000 at the end of the most recent quarter.

Other large investors have also recently modified their holdings of the company. Wellington Capital Management Inc. acquired a new position in shares of Microsoft in the 2nd quarter valued at about $9,941,000. Sound View Wealth Advisors Group LLC lifted its stake in Microsoft by 2.6% in the second quarter. Sound View Wealth Advisors Group LLC now owns 94,120 shares of the software giant’s stock valued at $46,816,000 after buying an additional 2,373 shares during the period. Bank Pictet & Cie Europe AG boosted its holdings in shares of Microsoft by 3.8% during the 2nd quarter. Bank Pictet & Cie Europe AG now owns 922,524 shares of the software giant’s stock worth $457,119,000 after buying an additional 33,382 shares in the last quarter. Weaver Capital Management LLC grew its position in shares of Microsoft by 14.0% during the 3rd quarter. Weaver Capital Management LLC now owns 18,340 shares of the software giant’s stock worth $9,499,000 after buying an additional 2,247 shares during the period. Finally, Gradient Investments LLC increased its stake in shares of Microsoft by 4.3% in the 3rd quarter. Gradient Investments LLC now owns 285,163 shares of the software giant’s stock valued at $147,700,000 after acquiring an additional 11,770 shares in the last quarter. Institutional investors own 71.13% of the company’s stock.

Microsoft Price Performance

Shares of NASDAQ MSFT opened at $454.52 on Wednesday. The company has a market capitalization of $3.38 trillion, a PE ratio of 32.33, a PEG ratio of 1.72 and a beta of 1.07. The company has a quick ratio of 1.39, a current ratio of 1.40 and a debt-to-equity ratio of 0.10. The stock’s 50 day moving average price is $481.96 and its 200-day moving average price is $502.15. Microsoft Corporation has a twelve month low of $344.79 and a twelve month high of $555.45.

Microsoft (NASDAQ:MSFT) last issued its quarterly earnings results on Wednesday, October 29th. The software giant reported $4.13 EPS for the quarter, beating analysts’ consensus estimates of $3.65 by $0.48. Microsoft had a return on equity of 32.45% and a net margin of 35.71%.The company had revenue of $77.67 billion during the quarter, compared to the consensus estimate of $75.49 billion. During the same period last year, the business posted $3.30 earnings per share. Microsoft’s revenue was up 18.4% on a year-over-year basis. On average, equities analysts anticipate 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. Investors of record on Thursday, February 19th will be issued a $0.91 dividend. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.8%. The ex-dividend date of this dividend is Thursday, February 19th. Microsoft’s payout ratio is 25.89%.

Wall Street Analyst Weigh In

A number of equities research analysts have commented on the stock. Wall Street Zen cut shares of Microsoft from a “buy” rating to a “hold” rating in a report on Sunday. Cowen set a $625.00 price target on Microsoft in a research note on Tuesday. Wolfe Research cut their price target on Microsoft from $675.00 to $625.00 and set an “outperform” rating on the stock in a report on Monday, December 15th. Royal Bank Of Canada restated a “buy” rating on shares of Microsoft in a report on Monday, January 5th. Finally, Wells Fargo & Company cut their target price on Microsoft from $700.00 to $665.00 and set an “overweight” rating on the stock in a report on Thursday, January 8th. Three research analysts have rated the stock with a Strong Buy rating, thirty-six have assigned a Buy rating and four have given a Hold rating to the company. According to data from MarketBeat, Microsoft has an average rating of “Moderate Buy” and a consensus price target of $629.46.

Insider Activity at Microsoft

In related news, EVP Takeshi Numoto sold 2,850 shares of the firm’s stock in a transaction dated 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. This trade represents a 4.86% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, CEO Judson Althoff sold 12,750 shares of the business’s stock in a transaction dated 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 in the company, valued at approximately $63,577,620.48. The trade was a 8.97% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 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 company insiders.

Microsoft News Summary

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Bristol Myers Squibb partners with Microsoft to deploy AI imaging tools to accelerate early lung‑cancer detection — strengthens MSFT’s healthcare AI revenue pipeline and commercial credibility. Bristol Myers partners with Microsoft for AI-driven lung cancer detection
• Positive Sentiment: OpenAI (Microsoft‑backed) reportedly hit ~$20B revenue in 2025 — a direct upside to Microsoft’s AI exposure through cloud compute, licensing and partnership arrangements. Microsoft‑Backed OpenAI Hits $20B Revenue Target in 2025
• Positive Sentiment: Microsoft is pushing to cut data‑center energy use and Nadella warns energy costs will decide the AI race — could reduce future operating/AI infra costs and support margins if successfully executed. Microsoft Wants to Lower Data Center Energy Use. Does That Help the Bull Case for MSFT Stock?
• Neutral Sentiment: TD Cowen trimmed its price target (from $655 to $625) but kept a Buy — signals continued long‑term conviction but acknowledges nearer‑term valuation/nearterm risk. TD Cowen adjusts price target on Microsoft to $625 from $655, maintains buy rating
• Neutral Sentiment: Microsoft Marketplace gains incremental ecosystem wins (Cobalt Teams integration)—small revenue/engagement boost but limited immediate stock impact. Cobalt Microsoft® Teams® Integration Now Available in the Microsoft Marketplace®
• Neutral Sentiment: Jan. 28 earnings is the next major catalyst — investors will focus on Azure growth, AI-related capex and guidance. Dear Microsoft Stock Fans, Mark Your Calendars for January 28
• Negative Sentiment: Reports that Azure cloud growth and forward guidance fell short of expectations have pressured the stock — investors are sensitive to any signs of decelerating cloud revenue or rising AI‑related costs. Microsoft (MSFT) Traded Lower as Its Reported Azure Cloud Growth and Forward Guidance Fell Short of Expectations
• Negative Sentiment: Microsoft researchers published a list of jobs most exposed to AI, and related headlines have contributed to short‑term investor and public sentiment concerns — this helped headlines driving intraday weakness. Microsoft researchers have revealed the 40 jobs most exposed to AI—and even teachers make the list
• Negative Sentiment: Broader market/geo‑political headlines and a tech sector selloff (Magnificent Seven weakness) amplified pressure on MSFT today — macro risk is dragging even well‑funded AI leaders. America’s Biggest Tech Stocks Lead Tuesday’s Selloff as Trump’s Greenland Rhetoric Rattles Markets

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).