Klingman & Associates LLC Has $18.41 Million Position in Microsoft Corporation $MSFT

Klingman & Associates LLC boosted its stake in shares of Microsoft Corporation (NASDAQ:MSFT) by 4.4% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 35,542 shares of the software giant’s stock after purchasing an additional 1,492 shares during the quarter. Microsoft comprises 0.9% of Klingman & Associates LLC’s portfolio, making the stock its 29th largest holding. Klingman & Associates LLC’s holdings in Microsoft were worth $18,409,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors also recently modified their holdings of the company. IRON Financial LLC boosted its position in Microsoft by 23.2% during the 3rd quarter. IRON Financial LLC now owns 6,510 shares of the software giant’s stock worth $3,372,000 after acquiring an additional 1,225 shares during the last quarter. Wellington Capital Management Inc. acquired a new position in shares of Microsoft in the second quarter valued at $9,941,000. Sound View Wealth Advisors Group LLC grew its position in Microsoft by 2.6% during the second quarter. Sound View Wealth Advisors Group LLC now owns 94,120 shares of the software giant’s stock worth $46,816,000 after buying an additional 2,373 shares in the last quarter. Bank Pictet & Cie Europe AG increased its stake 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 worth $457,119,000 after acquiring an additional 33,382 shares during the period. Finally, Weaver Capital Management LLC raised its holdings in Microsoft by 14.0% in the 3rd quarter. Weaver Capital Management LLC now owns 18,340 shares of the software giant’s stock valued at $9,499,000 after acquiring an additional 2,247 shares in the last quarter. Institutional investors own 71.13% of the company’s stock.

Microsoft Price Performance

Shares of MSFT opened at $411.21 on Wednesday. The company has a quick ratio of 1.38, a current ratio of 1.39 and a debt-to-equity ratio of 0.09. The stock has a market cap of $3.05 trillion, a PE ratio of 25.72, a PEG ratio of 1.66 and a beta of 1.08. Microsoft Corporation has a 12-month low of $344.79 and a 12-month high of $555.45. The business has a 50-day simple moving average of $473.51 and a two-hundred day simple moving average of $498.30.

Microsoft (NASDAQ:MSFT) last announced its quarterly earnings results on Wednesday, January 28th. The software giant reported $4.14 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.86 by $0.28. The firm had revenue of $81.27 billion during the quarter, compared to analysts’ expectations of $80.28 billion. Microsoft had a net margin of 39.04% and a return on equity of 32.34%. The company’s revenue was up 16.7% on a year-over-year basis. During the same period in the prior year, the company posted $3.23 EPS. Analysts anticipate that Microsoft Corporation will post 13.08 earnings per share 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 issued a $0.91 dividend. The ex-dividend date is Thursday, February 19th. This represents a $3.64 annualized dividend and a yield of 0.9%. Microsoft’s dividend payout ratio is presently 22.76%.

Insider Buying and Selling

In other Microsoft news, EVP Takeshi Numoto sold 2,850 shares of the company’s stock in a transaction on 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 sale, the executive vice president owned 55,782 shares of the company’s stock, valued at approximately $26,703,959.04. This represents a 4.86% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, CEO Judson Althoff sold 12,750 shares of Microsoft 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 completion of the transaction, the chief executive officer directly owned 129,349 shares of the company’s stock, valued at approximately $63,577,620.48. This trade represents a 8.97% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Corporate insiders own 0.03% of the company’s stock.

Microsoft News Roundup

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Management moves to accelerate AI sales — Microsoft promoted commercial sales leaders to shorten the customer feedback loop and speed enterprise AI adoption, which may help convert AI investments into revenue faster. Microsoft promotes sales leaders as company pursues AI growth
• Positive Sentiment: Analyst support and upgrades — Some brokers have reiterated buy/strong‑buy ratings and high price targets after the quarter, arguing the pullback presents a long‑term buying opportunity. That institutional backing can cushion further downside. Phillip Securities upgrade via Zacks
• Positive Sentiment: Product roadmap: Maia chip and AI cloud positioning — Microsoft is highlighting new AI hardware (Maia chip) and cloud AI capability expansion, reinforcing its competitive positioning in the AI stack. If deployments monetize, this supports longer‑term growth. Microsoft highlights Maia chip launch
• Neutral Sentiment: Hardware cycle signal — Market signals (e.g., SanDisk strength) point to an edge AI hardware refresh that benefits OEMs and infrastructure suppliers; Microsoft could benefit indirectly via Azure demand but the primary winners may be hardware vendors. The AI in a Box Trade: Hardware Is the Next Boom
• Neutral Sentiment: AI ecosystem deals highlight secular demand — Large partnerships in the cloud/AI space (e.g., Snowflake + OpenAI) validate ongoing enterprise AI spend, which is a positive structural tailwind for Microsoft’s cloud services even if near‑term economics are under pressure. Snowflake’s $200M Bet: Can The OpenAI Deal Fix the Slump?
• Negative Sentiment: Earnings reaction: growth vs. spending worries — Analysts and investors punished the stock after results: revenue/earnings beat but Azure growth cooled and management signaled heavy AI capex, raising concerns that spending will weigh on near‑term margins and guidance. That is the primary driver of today’s decline. Here’s Why Microsoft Fell After Earnings, Despite Beating Expectations
• Negative Sentiment: Geopolitical/regulatory risk in Europe — France and other European actors pushing native alternatives to Teams/Zoom underscore digital‑sovereignty headwinds that could slow enterprise adoption or create regional revenue pressure over time. France ditches Zoom and Teams for homegrown system
• Negative Sentiment: Analyst target trims and insider selling amplify caution — Some firms trimmed targets and public filings show material insider sales; combined with high volume selling, this reinforces near‑term downward pressure despite long‑term bull cases. Analysts Cut Microsoft (MSFT) Price Targets

Analysts Set New Price Targets

A number of equities research analysts have issued reports on MSFT shares. Morgan Stanley reiterated an “overweight” rating on shares of Microsoft in a research note on Thursday, January 29th. The Goldman Sachs Group reduced their price target on shares of Microsoft from $655.00 to $600.00 and set a “buy” rating on the stock in a research report on Thursday, January 29th. BMO Capital Markets decreased their price objective on shares of Microsoft from $625.00 to $575.00 and set an “outperform” rating on the stock in a research note on Thursday, January 29th. Bank of America cut their target price on Microsoft from $640.00 to $520.00 and set a “buy” rating for the company in a research note on Monday, January 26th. Finally, Barclays reiterated an “overweight” rating and issued a $600.00 price target (down previously from $610.00) on shares of Microsoft in a research note on Thursday, January 29th. Two research analysts have rated the stock with a Strong Buy rating, forty have assigned a Buy rating and three have given a Hold rating to the company. Based on data from MarketBeat, Microsoft currently has a consensus rating of “Moderate Buy” and a consensus target price of $597.73.

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).