Modera Wealth Management LLC Has $204.67 Million Stock Position in Microsoft Corporation $MSFT

Modera Wealth Management LLC lowered its holdings in Microsoft Corporation (NASDAQ:MSFT) by 1.4% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 395,160 shares of the software giant’s stock after selling 5,771 shares during the period. Microsoft makes up about 2.4% of Modera Wealth Management LLC’s holdings, making the stock its 8th biggest position. Modera Wealth Management LLC’s holdings in Microsoft were worth $204,673,000 as of its most recent SEC filing.

A number of other institutional investors also recently modified their holdings of MSFT. Rockport Wealth LLC boosted its holdings in Microsoft by 0.5% in the 3rd quarter. Rockport Wealth LLC now owns 14,376 shares of the software giant’s stock worth $7,446,000 after buying an additional 75 shares during the period. BWM Planning LLC boosted its holdings in shares of Microsoft by 10.6% in the third quarter. BWM Planning LLC now owns 2,313 shares of the software giant’s stock worth $1,198,000 after acquiring an additional 221 shares during the period. PFG Investments LLC grew its position in shares of Microsoft by 1.6% in the third quarter. PFG Investments LLC now owns 125,035 shares of the software giant’s stock valued at $64,762,000 after purchasing an additional 1,962 shares in the last quarter. Y Intercept Hong Kong Ltd bought a new stake in shares of Microsoft during the 3rd quarter valued at $16,884,000. Finally, Inlet Private Wealth LLC lifted its holdings in Microsoft by 0.6% during the 3rd quarter. Inlet Private Wealth LLC now owns 39,590 shares of the software giant’s stock worth $20,505,000 after purchasing an additional 225 shares in the last quarter. 71.13% of the stock is currently owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other news, CEO Judson Althoff sold 12,750 shares of the stock in a transaction that occurred on 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 owned 129,349 shares of the company’s stock, valued at approximately $63,577,620.48. This represents a 8.97% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director John W. Stanton acquired 5,000 shares of the stock in a transaction on Wednesday, February 18th. The shares were purchased at an average cost of $397.35 per share, with a total value of $1,986,750.00. Following the transaction, the director directly owned 83,905 shares of the company’s stock, valued at approximately $33,339,651.75. This trade represents a 6.34% increase in their position. The SEC filing for this purchase provides additional information. Company insiders own 0.03% of the company’s stock.

Wall Street Analyst Weigh In

MSFT has been the subject of a number of recent analyst reports. Royal Bank Of Canada reaffirmed an “outperform” rating and set a $640.00 target price on shares of Microsoft in a report on Thursday, January 29th. DZ Bank reissued a “buy” rating on shares of Microsoft in a report on Thursday, January 29th. Wolfe Research decreased their price target on shares of Microsoft from $625.00 to $530.00 and set an “outperform” rating on the stock in a report on Thursday, January 29th. Barclays reiterated a “buy” rating on shares of Microsoft in a research report on Friday, February 6th. Finally, Morgan Stanley reissued an “overweight” rating on shares of Microsoft in a research note on Thursday, January 29th. Two investment analysts have rated the stock with a Strong Buy rating, thirty-nine have issued a Buy rating and four have issued a Hold rating to the stock. According to data from MarketBeat, Microsoft has an average rating of “Moderate Buy” and an average target price of $591.95.

Trending Headlines about Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft secured a deal to lock in a 20% share of OpenAI’s revenue through 2032 — a material, long-duration cash-flow stream that reinforces MSFT’s strategic AI partnership and upside if OpenAI monetizes broadly. Microsoft Locks In 20% Of OpenAI’s Revenue
• Positive Sentiment: Insider buying: director John W. Stanton purchased 5,000 MSFT shares, signaling management confidence and giving investors a modest behavioral vote of confidence. Insider Purchase: Director at $MSFT Buys 5,000 Shares
• Positive Sentiment: Microsoft reaffirmed its renewable-energy commitments—continuing to match its electricity needs with clean power as it scales data-center capacity, which reduces regulatory/ESG risk for long-term investors. Microsoft to keep buying renewable energy to match electricity needs
• Positive Sentiment: Wall Street interest: notes calling Microsoft “under-owned” and continued buy/overweight ratings (and a median price target well above current levels) provide conviction for inflows from institutional investors. Morgan Stanley: Microsoft is under-owned
• Neutral Sentiment: Global growth push: Microsoft says it’s on pace to invest ~$50B in AI across the “Global South” through 2030 — a major long-term market expansion that could drive growth but also requires heavy up-front capex and multi-year execution. Microsoft $50B Global South AI push
• Neutral Sentiment: Partnerships/marketplace traction: CrowdStrike’s Falcon platform is now on Microsoft Marketplace, easing procurement for customers and reinforcing MSFT’s enterprise security ecosystem (incremental revenue/ stickiness but limited immediate top-line impact). Falcon on Microsoft Marketplace
• Negative Sentiment: AI risks and bugs: reports of a Copilot/Office bug and new “AI recommendation poisoning” threats have raised short-term security and quality concerns around Microsoft’s AI products, which can pressure enterprise adoption sentiment. New AI-Related Bug Does Not Dampen Microsoft Stock AI Recommendation Poisoning
• Negative Sentiment: Investor rotation and spending concerns: some funds are trimming MSFT amid worries that aggressive AI infrastructure and capex could weigh near-term margins — paired with downgrades and headlines about investor selling that create volatility. Investors Dump Microsoft Shares Melius Research Downgrades Microsoft

Microsoft Price Performance

Shares of Microsoft stock opened at $399.60 on Thursday. 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 Corporation has a 52-week low of $344.79 and a 52-week high of $555.45. The company has a fifty day moving average of $455.46 and a 200-day moving average of $489.92. The stock has a market capitalization of $2.97 trillion, a price-to-earnings ratio of 24.99, a price-to-earnings-growth ratio of 1.55 and a beta of 1.08.

Microsoft (NASDAQ:MSFT) last issued its earnings results on Wednesday, January 28th. The software giant reported $4.14 earnings per share for the quarter, beating the consensus estimate of $3.86 by $0.28. The company 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%.Microsoft’s quarterly revenue was up 16.7% compared to the same quarter last year. During the same period in the prior year, the business posted $3.23 EPS. Equities research analysts expect that Microsoft Corporation will post 13.08 EPS for the current year.

Microsoft Announces Dividend

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

About Microsoft

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).