Fiduciary Wealth Partners LLC Buys 6,189 Shares of Microsoft Corporation $MSFT

Fiduciary Wealth Partners LLC boosted its stake in Microsoft Corporation (NASDAQ:MSFT) by 165.5% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 9,928 shares of the software giant’s stock after acquiring an additional 6,189 shares during the quarter. Microsoft comprises about 2.2% of Fiduciary Wealth Partners LLC’s holdings, making the stock its 8th largest holding. Fiduciary Wealth Partners LLC’s holdings in Microsoft were worth $5,142,000 at the end of the most recent reporting period.

A number of other hedge funds also recently made changes to their positions in MSFT. Longfellow Investment Management Co. LLC boosted its holdings 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 purchasing an additional 20 shares during the last quarter. Bayforest Capital Ltd acquired a new position in shares of Microsoft in the 3rd quarter valued at approximately $38,000. University of Illinois Foundation purchased a new position in shares of Microsoft during the 2nd quarter valued at approximately $50,000. LSV Asset Management purchased a new position in shares of Microsoft during the 4th quarter valued at approximately $44,000. Finally, Westend Capital Management LLC grew its position in shares of Microsoft by 71.2% during the third quarter. Westend Capital Management LLC now owns 125 shares of the software giant’s stock worth $65,000 after buying an additional 52 shares in the last quarter. Hedge funds and other institutional investors own 71.13% of the company’s stock.

Key Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Analysts and notes highlighting Microsoft’s relatively durable free cash flow versus other hyperscalers are soothing investors worried about AI capex. Why Microsoft’s Cash Flow Sets It Apart from Other Hyperscalers
• Positive Sentiment: Microsoft’s large, funded partner programs (notably the multibillion‑dollar IREN deal) are progressing — IREN secured financing and management says Microsoft prepayments/backing reduce execution risk for deploying AI capacity. That validates Microsoft’s ability to source external infrastructure without bearing all capex. IREN Earnings Were Ugly—Is a Beautiful Future Already Funded?
• Positive Sentiment: Institutional flows show some buyers stepping in (reported stake increases by managers), suggesting bargain hunting after the pullback. Manning & Napier Advisors boosts Microsoft stake
• Positive Sentiment: Government partnerships (UK deepfake detection) reinforce Microsoft’s regulatory/trust positioning for AI tools — a reputational plus that can support enterprise adoption. Britain to work with Microsoft to build deepfake detection system
• Neutral Sentiment: Broader hyperscaler capex is surging (reports of ~$700B combined spending), a structural trend that supports long‑term AI revenue but puts near‑term pressure on free cash flow across the group. Tech AI spending may approach $700 billion this year, but the blow to cash raises red flags
• Neutral Sentiment: Infrastructure market evolution (bitcoin miners pivoting to lease power to AI customers) creates more supplier options for Microsoft to scale capacity without owning all sites — strategic but execution‑dependent. The Great Pivot: Bitcoin Miners Are Becoming AI’s Landlords
• Negative Sentiment: Stifel’s rare downgrade (Hold) and analyst concern about Google/Anthropic competition for Azure weighed on sentiment earlier this week and triggered part of the sell‑off. Microsoft Stock Gets a Rare Downgrade. AI Competition Is Heating Up for Azure.
• Negative Sentiment: Specific execution worries — slower Copilot adoption and signs of softer Azure acceleration in the quarter — remain key risk points investors are watching; these were central to the post‑earnings sell‑off. Microsoft (MSFT) Stock: Should You Buy After 22% Plunge?
• Negative Sentiment: Macro/market psychology: an AI‑led rotation has erased large amounts of Big Tech market value, amplifying volatility for Microsoft even when fundamentals look mixed. Big Tech sees over $1 trillion wiped from stocks as fears of AI bubble ignite sell-off

Microsoft Stock Performance

Shares of MSFT stock opened at $401.14 on Friday. The company has a market cap of $2.98 trillion, a P/E ratio of 25.09, a PEG ratio of 1.57 and a beta of 1.08. The business has a 50 day moving average of $468.42 and a two-hundred day moving average of $496.17. Microsoft Corporation has a 52 week low of $344.79 and a 52 week high of $555.45. The company has a quick ratio of 1.38, a current ratio of 1.39 and a debt-to-equity ratio of 0.09.

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, topping the consensus estimate of $3.86 by $0.28. Microsoft had a return on equity of 32.34% and a net margin of 39.04%.The business had revenue of $81.27 billion for the quarter, compared to the consensus estimate of $80.28 billion. During the same quarter last year, the business posted $3.23 EPS. The business’s revenue was up 16.7% on a year-over-year basis. As a group, analysts anticipate that Microsoft Corporation will post 13.08 EPS for the current year.

Microsoft Dividend Announcement

The company 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 dividend of $0.91 per share. The ex-dividend date is Thursday, February 19th. This represents a $3.64 annualized dividend and a dividend yield of 0.9%. Microsoft’s dividend payout ratio is currently 22.76%.

Analyst Ratings Changes

MSFT has been the topic of several recent analyst reports. Piper Sandler reaffirmed an “overweight” rating and issued a $600.00 price target (down from $650.00) on shares of Microsoft in a report on Thursday, January 29th. Rothschild & Co Redburn set a $450.00 target price on shares of Microsoft in a research report on Wednesday, January 21st. DA Davidson restated a “buy” rating and issued a $650.00 target price on shares of Microsoft in a research note on Thursday, January 29th. Deutsche Bank Aktiengesellschaft decreased their price target on Microsoft from $630.00 to $575.00 and set a “buy” rating for the company in a research note on Thursday, January 29th. Finally, Wall Street Zen lowered Microsoft from a “buy” rating to a “hold” rating in a report on Sunday, January 18th. Two analysts have rated the stock with a Strong Buy rating, thirty-nine have issued a Buy rating and three have given a Hold rating to the stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $596.95.

Insider Transactions at Microsoft

In related news, CEO Judson Althoff sold 12,750 shares of Microsoft stock in a transaction dated 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 sale, the chief executive officer directly owned 129,349 shares in the company, valued at $63,577,620.48. This trade represents a 8.97% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, EVP Takeshi Numoto sold 2,850 shares of the business’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 transaction, the executive vice president directly owned 55,782 shares of the company’s stock, valued at $26,703,959.04. The trade was a 4.86% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 0.03% of the stock is owned by company 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).