Dynasty Wealth Management LLC boosted its position in shares of Microsoft Corporation (NASDAQ:MSFT – Free Report) by 4,804.3% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 43,354 shares of the software giant’s stock after purchasing an additional 42,470 shares during the period. Dynasty Wealth Management LLC’s holdings in Microsoft were worth $22,455,000 at the end of the most recent quarter.
Other large investors have also recently added to or reduced their stakes in the company. Longfellow Investment Management Co. LLC grew its holdings in Microsoft by 51.3% during the 2nd quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant’s stock worth $29,000 after acquiring an additional 20 shares during the last quarter. Bayforest Capital Ltd bought a new position in shares of Microsoft in the third quarter worth about $38,000. LSV Asset Management acquired a new position in shares of Microsoft during the fourth quarter worth approximately $44,000. University of Illinois Foundation bought a new stake in shares of Microsoft during the second quarter valued at approximately $50,000. Finally, ROSS JOHNSON & Associates LLC grew its stake in shares of Microsoft by 155.7% during the first quarter. ROSS JOHNSON & Associates LLC now owns 156 shares of the software giant’s stock valued at $59,000 after purchasing an additional 95 shares during the last quarter. 71.13% of the stock is owned by institutional investors.
Microsoft Trading Down 0.6%
MSFT opened at $401.82 on Friday. The firm’s fifty day moving average is $462.37 and its two-hundred day moving average is $493.44. The firm has a market cap of $2.98 trillion, a PE ratio of 25.13, a price-to-earnings-growth ratio of 1.58 and a beta of 1.08. Microsoft Corporation has a twelve month low of $344.79 and a twelve month high of $555.45. 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 Dividend Announcement
The company also recently disclosed 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. This represents a $3.64 annualized dividend and a dividend yield of 0.9%. The ex-dividend date of this dividend is Thursday, February 19th. Microsoft’s dividend payout ratio is currently 22.76%.
Trending Headlines about Microsoft
Here are the key news stories impacting Microsoft this week:
- Positive Sentiment: Anthropic’s $30B Series G (valuing the company at $380B) included investments tied to Microsoft, underscoring continued enterprise demand for AI and reinforcing MSFT’s strategic positioning in the AI ecosystem. Anthropic Valuation Hits $380 Billion as Enterprise AI Demand Explodes
- Positive Sentiment: Microsoft deepened its sovereign‑cloud and AI push via a Capgemini alliance, boosting Microsoft’s government and regulated-industry reach—a revenue and sticky‑customer positive for Azure and commercial cloud. Microsoft Deepens Sovereign Cloud And AI Push With Capgemini Alliance
- Positive Sentiment: MarketBeat argues Azure migrations (legacy SQL and enterprise workloads) are a steady, high‑margin growth engine that cushions AI capex volatility—important context for long‑term revenue stability. Why Microsoft’s Cloud Migrations Matter More Than Its AI Hype
- Positive Sentiment: Microsoft issued security fixes for actively exploited Windows/Office zero‑day vulnerabilities—operationally positive because it reduces enterprise risk and supports trust in its OS/Office franchises. Microsoft says hackers are exploiting critical zero-day bugs to target Windows and Office users
- Neutral Sentiment: Technical analysts note MSFT may be bottoming at channel support after the pullback, suggesting a possible short‑term rebound if volume and patterns confirm. Microsoft Corp. (MSFT) Price Forecast: Bottoming at Channel Support?
- Neutral Sentiment: Institutional activity is mixed—some funds have trimmed MSFT exposure while others added shares—indicating diverging views among large holders rather than a consensus directional shift. Fisher Asset Management Boosts Microsoft Stake
- Neutral Sentiment: Multiple bullish commentaries and analyst upgrades argue the post‑earnings sell‑off creates a buying opportunity, which could support the stock if macro sentiment improves. Buy Microsoft’s Falling Price Despite An Overvalued Macroeconomy
- Negative Sentiment: Street reports highlight investor concern that heavy AI capex and cautious Azure guidance will pressure margins and free cash flow—this remains the primary near‑term driver of the sell‑off. Street Reassesses Microsoft (MSFT) Amid Azure Growth and Capex Concerns
- Negative Sentiment: FT coverage notes shifts in OpenAI relationships and leadership at Anthropic plotting “self‑sufficiency,” highlighting competitive and strategic friction in Microsoft’s AI partnerships—adds uncertainty to the OpenAI‑centric part of MSFT’s narrative. Mustafa Suleyman plots AI ‘self-sufficiency’ as Microsoft loosens OpenAI ties
- Negative Sentiment: High‑profile criticism (e.g., Chamath) that Microsoft has underperformed other hyperscalers since the ChatGPT era adds negative sentiment pressure and can amplify short‑term selling. Microsoft Is ‘Worst-Performing’ Hyperscaler Stock Since ChatGPT Launch, Chamath Palihapitiya Says
Analyst Upgrades and Downgrades
MSFT has been the topic of several research reports. Cantor Fitzgerald reaffirmed an “overweight” rating and set a $590.00 price target on shares of Microsoft in a research note on Thursday, January 29th. Weiss Ratings restated a “buy (b)” rating on shares of Microsoft in a research report on Thursday, January 22nd. Raymond James Financial lowered their price target on shares of Microsoft from $630.00 to $600.00 and set an “outperform” rating for the company in a research report on Thursday, October 30th. BNP Paribas Exane boosted their price target on shares of Microsoft from $632.00 to $659.00 and gave the stock an “outperform” rating in a research note on Tuesday, January 27th. Finally, Mizuho reduced their price objective on shares of Microsoft from $640.00 to $620.00 and set an “outperform” rating on the stock in a research note on Wednesday, January 21st. Two research analysts have rated the stock with a Strong Buy rating, thirty-nine have given a Buy rating and four have given a Hold rating to the company’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $591.95.
View Our Latest Analysis on Microsoft
Insider Transactions at Microsoft
In related news, EVP Takeshi Numoto sold 2,850 shares of Microsoft stock in a transaction that occurred on Thursday, December 4th. The stock was sold at an average price of $478.72, for a total value 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 trade represents a 4.86% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. 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 in the company, valued at $63,577,620.48. The trade was a 8.97% decrease in their position. The disclosure for this sale is available in the SEC filing. 0.03% of the stock is currently owned by company insiders.
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).
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