Daymark Wealth Partners LLC Sells 2,305 Shares of Microsoft Corporation $MSFT

Daymark Wealth Partners LLC trimmed its stake in Microsoft Corporation (NASDAQ:MSFT) by 0.8% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 295,523 shares of the software giant’s stock after selling 2,305 shares during the quarter. Microsoft comprises about 5.2% of Daymark Wealth Partners LLC’s holdings, making the stock its 3rd biggest position. Daymark Wealth Partners LLC’s holdings in Microsoft were worth $153,066,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors have also recently made changes to their positions in the company. Longfellow Investment Management Co. LLC grew its stake in Microsoft by 51.3% in the second quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant’s stock valued at $29,000 after acquiring an additional 20 shares during the period. Westend Capital Management LLC grew its position in Microsoft by 386.7% in the 2nd quarter. Westend Capital Management LLC now owns 73 shares of the software giant’s stock valued at $36,000 after purchasing an additional 58 shares during the period. University of Illinois Foundation acquired a new stake in Microsoft in the 2nd quarter valued at $50,000. LSV Asset Management bought a new stake in Microsoft during the 4th quarter valued at $44,000. Finally, PayPay Securities Corp lifted its stake in shares of Microsoft by 29.9% in the second quarter. PayPay Securities Corp now owns 126 shares of the software giant’s stock valued at $63,000 after buying an additional 29 shares in the last quarter. Institutional investors and hedge funds own 71.13% of the company’s stock.

Microsoft News Roundup

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Major industry and healthcare partnerships bolster MSFT’s commercial AI narrative — Bristol Myers Squibb will use Microsoft’s AI radiology tools to speed lung cancer detection, a commercial validation for Azure/AI revenue mix. Bristol Myers partners with Microsoft for AI-driven lung cancer detection
• Positive Sentiment: Enterprise product integration: Board announced Board Agents built on Microsoft Foundry, signaling more platform-level demand for Azure agentic AI services. Board Collaborates with Microsoft to Bring Agentic AI Into the Core of Enterprise Planning
• Positive Sentiment: Marketplace and ISV ecosystem wins continue to expand commercial reach (Cobalt Teams integration, RKON Marketplace activity), supporting recurring revenue and GTM leverage. Cobalt Microsoft® Teams® Integration Now Available in the Microsoft Marketplace®
• Positive Sentiment: Top analysts still see long-term upside — Goldman Sachs reiterated Buy and keeps a high price target, reflecting belief that AI + cloud growth offsets higher power/capex. Microsoft: Maintaining a Buy Rating as AI and Cloud Growth Offset Structurally Higher Power Costs
• Neutral Sentiment: TD Cowen trimmed its price target (from $655 to $625) but kept a Buy rating, noting Azure capacity constraints that may keep the stock range-bound before earnings. TD Cowen Sees Microsoft (MSFT) Shares Range-Bound Ahead of Earnings
• Neutral Sentiment: Investors are focused on MSFT’s upcoming earnings report on Jan. 28 — expectations are elevated, so results and commentary on Azure capacity/costs will likely drive near-term volatility. Dear Microsoft Stock Fans, Mark Your Calendars for January 28
• Negative Sentiment: Analyst downgrades/price-target cuts are weighing on sentiment — Rothschild & Co Redburn cut its PT to $450 and moved to Neutral, tightening near-term upside assumptions. Rothschild & Co Redburn adjusts price target on Microsoft to 450 from 500, maintains neutral rating
• Negative Sentiment: CEO Satya Nadella’s public warnings that AI could “lose social permission” if it burns energy without real-world benefits have raised regulatory/PR risk and highlighted rising energy/capex pressures for hyperscalers. Microsoft CEO Satya Nadella Warns AI Could Lose ‘Social Permission’ If It Burns Energy Without Real-World Benefits In Health And Education
• Negative Sentiment: Reports that Azure growth and forward guidance previously fell short of expectations — plus capacity constraints — are pressuring near-term growth multiple assumptions. Microsoft (MSFT) Traded Lower as Its Reported Azure Cloud Growth and Forward Guidance Fell Short of Expectations

Analyst Ratings Changes

Several equities research analysts have recently commented on MSFT shares. Rothschild & Co Redburn decreased their target price on shares of Microsoft from $500.00 to $450.00 and set a “neutral” rating for the company in a research report on Wednesday. DZ Bank reissued a “buy” rating on shares of Microsoft in a research note on Thursday, October 30th. Stifel Nicolaus set a $640.00 target price on Microsoft in a research report on Thursday, October 30th. Sanford C. Bernstein upped their price target on Microsoft from $637.00 to $645.00 and gave the stock an “outperform” rating in a report on Thursday, October 30th. Finally, Rothschild Redb cut Microsoft from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, November 18th. Three equities research analysts have rated the stock with a Strong Buy rating, thirty-five have issued a Buy rating and three have issued a Hold rating to the company’s stock. According to data from MarketBeat, the stock has a consensus rating of “Buy” and an average price target of $624.05.

Microsoft Stock Performance

NASDAQ:MSFT opened at $444.11 on Thursday. The company has a market capitalization of $3.30 trillion, a P/E ratio of 31.59, a P/E/G ratio of 1.70 and a beta of 1.07. The business has a fifty day simple moving average of $480.62 and a two-hundred day simple moving average of $501.75. 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 1 year low of $344.79 and a 1 year high of $555.45.

Microsoft (NASDAQ:MSFT) last posted its quarterly earnings results on Wednesday, October 29th. The software giant reported $4.13 earnings per share for the quarter, topping the consensus estimate 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 quarter in the prior year, the company earned $3.30 EPS. The firm’s quarterly revenue was up 18.4% compared to the same quarter last year. On average, analysts expect that Microsoft Corporation will post 13.08 earnings per share for the current year.

Microsoft Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, March 12th. Stockholders of record on Thursday, February 19th will be given 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 payout ratio is 25.89%.

Insider Activity at Microsoft

In other Microsoft news, insider Bradford L. Smith sold 38,500 shares of the business’s stock in a transaction on Monday, November 3rd. The shares were sold at an average price of $518.64, for a total transaction of $19,967,640.00. Following the sale, the insider owned 461,597 shares of the company’s stock, valued at $239,402,668.08. The trade was a 7.70% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. 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 sale, the chief executive officer owned 129,349 shares in the company, valued at approximately $63,577,620.48. This represents a 8.97% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 54,100 shares of company stock worth $27,598,872. 0.03% of the stock is owned by corporate insiders.

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).