Microsoft Corporation $MSFT is WealthPLAN Partners LLC’s 6th Largest Position

WealthPLAN Partners LLC raised its holdings in shares of Microsoft Corporation (NASDAQ:MSFT) by 42.7% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 27,515 shares of the software giant’s stock after acquiring an additional 8,237 shares during the quarter. Microsoft comprises approximately 2.1% of WealthPLAN Partners LLC’s portfolio, making the stock its 6th biggest holding. WealthPLAN Partners LLC’s holdings in Microsoft were worth $14,252,000 as of its most recent SEC filing.

Other large investors have also recently made changes to their positions in the company. WFA Asset Management Corp lifted its holdings in shares of Microsoft by 27.0% in the first quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant’s stock worth $427,000 after buying an additional 216 shares in the last quarter. Ironwood Wealth Management LLC. lifted its stake in Microsoft by 0.3% in the 2nd quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant’s stock worth $5,658,000 after purchasing an additional 38 shares in the last quarter. Discipline Wealth Solutions LLC lifted its stake in Microsoft by 410.4% in the 3rd quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant’s stock worth $1,144,000 after purchasing an additional 2,138 shares in the last quarter. Wealth Group Ltd. boosted its holdings in Microsoft by 1.2% in the 4th quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant’s stock valued at $1,000,000 after purchasing an additional 28 shares during the period. Finally, Eagle Capital Management LLC grew its position in shares of Microsoft by 0.4% during the 4th quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant’s stock valued at $9,735,000 after purchasing an additional 96 shares in the last quarter. 71.13% of the stock is owned by institutional investors.

Microsoft News Summary

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Large investor and analyst support — Davis Selected Advisers added to its MSFT position, signaling institutional buying at current levels. Davis Selected Advisers boosts Microsoft stake
• Positive Sentiment: Analyst/price‑target upside persists — coverage pieces note average upside targets well above current prices (one aggregation cites a ~605 average target), which supports the buy‑the‑dip narrative. Microsoft Stock Trades at $411, Showing Potential Upside of $605 Average Target
• Positive Sentiment: Major broker support remains — several firms have reiterated Outperform/Buy ratings after the results, keeping analyst conviction that MSFT is a long‑term AI winner. RBC Capital reiterates Outperform on Microsoft
• Neutral Sentiment: Valuation & momentum check — recent writeups reassess Microsoft after a multi‑year run and the post‑earnings pullback, useful for investors deciding if the pullback is a buying opportunity or a reset. Assessing Microsoft (MSFT) Valuation After Multi Year Gains And Recent Momentum Shift
• Neutral Sentiment: Leadership moves in security & sales — Microsoft reshuffled security leadership (bringing back Hayete Gallot) and promoted sales leaders under its commercial CEO to accelerate AI sales execution; these are governance/execution items investors will track for remediation of past breaches and faster customer feedback. Microsoft brings back Hayete Gallot to run cybersecurity, as Charlie Bell takes new role
• Negative Sentiment: Product adoption and UX problems — reporting shows Microsoft’s pivotal AI/chatbot offerings are struggling with user adoption and engagement, a warning that commercial AI monetization may be harder and slower than hoped. Microsoft’s Pivotal AI Product Is Running Into Big Problems
• Negative Sentiment: Copilot adoption weakness — data indicates Copilot adoption has slipped (reported ~11.5%), raising concerns about customer uptake, branding/confusion and the timeline to meaningful enterprise revenue from Copilot‑style products. Microsoft Stock May Face Hurdles as Copilot Adoption Slips to 11.5% & Competition Intensifies
• Negative Sentiment: Earnings nuance — while MSFT beat overall EPS, reports highlighted cloud revenue that missed expectations and sharply higher capital expenditures, which helped trigger the post‑earnings selloff and keeps short‑term pressure on the stock. Microsoft: capital expenditures soar, cloud revenue falls short

Insider Activity

In related news, EVP Takeshi Numoto sold 2,850 shares of the firm’s stock in a transaction that occurred on Thursday, December 4th. The stock was sold at an average price of $478.72, for a total transaction of $1,364,352.00. Following the transaction, the executive vice president directly owned 55,782 shares in the company, valued at $26,703,959.04. This trade represents a 4.86% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Judson Althoff sold 12,750 shares of the business’s stock in a transaction that occurred on Tuesday, December 2nd. The shares were 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 owned 129,349 shares of the company’s stock, valued at $63,577,620.48. The trade was a 8.97% decrease in their position. The SEC filing for this sale provides additional information. Corporate insiders own 0.03% of the company’s stock.

Wall Street Analysts Forecast Growth

MSFT has been the topic of a number of recent analyst reports. Robert W. Baird set a $540.00 price objective on Microsoft and gave the stock an “outperform” rating in a research report on Thursday, January 29th. DA Davidson reaffirmed a “buy” rating and issued a $650.00 price target on shares of Microsoft in a report on Thursday, January 29th. Barclays reissued an “overweight” rating and set a $600.00 price objective (down previously from $610.00) on shares of Microsoft in a report on Thursday, January 29th. Raymond James Financial lowered their target price on shares of Microsoft from $630.00 to $600.00 and set an “outperform” rating on the stock in a research note on Thursday, October 30th. Finally, Piper Sandler reiterated an “overweight” rating and set a $600.00 target price (down from $650.00) on shares of Microsoft in a research report on Thursday, January 29th. Two equities 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’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $593.28.

Microsoft Trading Up 0.7%

Shares of MSFT opened at $414.22 on Thursday. Microsoft Corporation has a fifty-two week low of $344.79 and a fifty-two week high of $555.45. The firm has a market cap of $3.08 trillion, a price-to-earnings ratio of 25.90, a PEG ratio of 1.61 and a beta of 1.08. The firm has a 50 day moving average price of $472.08 and a 200-day moving average price of $497.71. The company has a debt-to-equity ratio of 0.09, a quick ratio of 1.38 and a current ratio of 1.39.

Microsoft (NASDAQ:MSFT) last issued its earnings results on Wednesday, January 28th. The software giant reported $4.14 EPS for the quarter, topping analysts’ consensus estimates of $3.86 by $0.28. The company had revenue of $81.27 billion for 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 firm’s revenue was up 16.7% compared to the same quarter last year. During the same quarter last year, the company earned $3.23 EPS. As a group, equities research analysts forecast that Microsoft Corporation will post 13.08 earnings per share for the current year.

Microsoft Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, March 12th. Stockholders of record on Thursday, February 19th will be paid a $0.91 dividend. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.9%. The ex-dividend date of this dividend is Thursday, February 19th. Microsoft’s payout ratio is 22.76%.

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).