Microsoft Corporation $MSFT Stock Position Lifted by Facet Wealth Inc.

Facet Wealth Inc. raised its stake in shares of Microsoft Corporation (NASDAQ:MSFT) by 20.7% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 12,447 shares of the software giant’s stock after buying an additional 2,133 shares during the period. Facet Wealth Inc.’s holdings in Microsoft were worth $6,447,000 as of its most recent SEC filing.

A number of other hedge funds have also modified their holdings of the stock. Longfellow Investment Management Co. LLC lifted 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 last quarter. Bayforest Capital Ltd bought a new position in shares of Microsoft during the 3rd quarter valued at $38,000. LSV Asset Management acquired a new stake in shares of Microsoft in the 4th quarter valued at $44,000. Sellwood Investment Partners LLC acquired a new stake in shares of Microsoft in the 3rd quarter valued at $49,000. Finally, University of Illinois Foundation bought a new stake in Microsoft in the second quarter worth $50,000. 71.13% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft expanded its sustainability leadership with two multi‑year carbon removal purchase deals totaling nearly 3 million tonnes, which bolsters ESG credentials and may support institutional demand from ESG‑focused investors. Microsoft Kicks Off 2026 With Flurry Of Large-Scale Carbon Removal Purchase Deals
• Positive Sentiment: Analysts and media continue to list Microsoft among top AI investment plays (alongside Nvidia & Alphabet), reinforcing long‑term demand narratives for Azure and Copilot products. This supports the stock’s growth story even amid short‑term volatility. Best AI Stocks 2026: NVIDIA, Microsoft, Alphabet Top the List
• Positive Sentiment: Large ETFs (including Vanguard funds) are positioned to capture the AI boom and include Microsoft, which can keep steady passive inflows into MSFT if AI optimism returns. 3 Vanguard ETFs Riding the AI Boom with Nvidia, Microsoft, and Tech Giants
• Neutral Sentiment: Technical/market commentary sees potential post‑holiday recovery setups for major tech names, including MSFT, which is more a trading observation than a fundamentals change. MSFT, GOOG and AMZN Forecast – Major Tech Stocks Looking to Recover After President’s Day
• Neutral Sentiment: Recent hedge fund activity is mixed — some managers trimmed MSFT while others added to positions — indicating divergent institutional views but no clear one‑way pressure yet. (Examples include Sands Capital trimming and Maverick/Soros adding.) Sands Capital Management Trims Microsoft Stake, Sells 394,869 Shares
• Negative Sentiment: Market anxiety from OpenAI’s large compute/backlog pledge has rippled to cloud partners; headlines suggest Oracle, Microsoft and Broadcom shares were hit on fears of elevated AI compute costs and margin pressure. OpenAI Backlog Shockwave: Are Investors Punishing Oracle, Microsoft And Broadcom Over Altman’s Trillion-Dollar Compute Bet?
• Negative Sentiment: Investor disappointment persists around Microsoft’s recent quarter: while results were broadly solid, several writeups note the company “fell short of expectations” on some metrics and that Copilot paying‑customer counts were smaller than hoped — factors driving short‑term selling. Investors Are Selling This AI Stock, but Is It Actually a Screaming Buy?
• Negative Sentiment: Additional hedge‑fund stake reductions (e.g., Altarock’s large cut) add to near‑term selling pressure and reflect some managers de‑risking amid the broader software/AI pullback. Altarock Partners Cuts Massive 486,910‑Share Microsoft Stake

Insider Buying and Selling

In other news, EVP Takeshi Numoto sold 2,850 shares of the company’s stock in a transaction that occurred on Thursday, December 4th. The shares were sold at an average price of $478.72, for a total value of $1,364,352.00. Following the completion of the transaction, the executive vice president owned 55,782 shares in the company, valued at $26,703,959.04. This represents a 4.86% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Judson Althoff sold 12,750 shares of the firm’s stock in a transaction on Tuesday, December 2nd. The stock was sold at an average price of $491.52, for a total transaction 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. The trade was a 8.97% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders own 0.03% of the company’s stock.

Analyst Ratings Changes

A number of brokerages have recently weighed in on MSFT. Stifel Nicolaus restated a “hold” rating and issued a $392.00 price objective (down from $540.00) on shares of Microsoft in a research note on Thursday, February 5th. Guggenheim restated a “buy” rating and set a $586.00 price target on shares of Microsoft in a report on Thursday, January 22nd. Deutsche Bank Aktiengesellschaft dropped their price objective on Microsoft from $630.00 to $575.00 and set a “buy” rating on the stock in a research note on Thursday, January 29th. Weiss Ratings restated a “buy (b)” rating on shares of Microsoft in a research note on Thursday, January 22nd. Finally, Wedbush dropped their price target on Microsoft from $625.00 to $575.00 and set an “outperform” rating on the stock in a research report on Thursday, January 29th. Two research analysts have rated the stock with a Strong Buy rating, thirty-nine have given a Buy rating and four have assigned a Hold rating to the company. According to MarketBeat, Microsoft presently has a consensus rating of “Moderate Buy” and an average price target of $591.95.

Microsoft Trading Down 0.1%

Shares of NASDAQ MSFT opened at $401.32 on Tuesday. Microsoft Corporation has a twelve month low of $344.79 and a twelve month high of $555.45. The stock has a market cap of $2.98 trillion, a price-to-earnings ratio of 25.10, a P/E/G ratio of 1.57 and a beta of 1.08. 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 company’s fifty day moving average is $458.94 and its 200-day moving average is $491.45.

Microsoft (NASDAQ:MSFT) last posted its earnings results on Wednesday, January 28th. The software giant reported $4.14 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates 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 return on equity of 32.34% and a net margin of 39.04%.The company’s revenue was up 16.7% on a year-over-year basis. During the same period in the previous year, the firm earned $3.23 earnings per share. Equities research analysts predict that Microsoft Corporation will post 13.08 EPS for the current year.

Microsoft Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Thursday, March 12th. Shareholders of record on Thursday, February 19th will be issued a dividend of $0.91 per share. This represents a $3.64 annualized dividend and a yield of 0.9%. The ex-dividend date is Thursday, February 19th. Microsoft’s dividend payout ratio (DPR) is 22.76%.

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).