Global Assets Advisory LLC Purchases 1,904 Shares of Microsoft Corporation $MSFT

Global Assets Advisory LLC lifted its position in shares of Microsoft Corporation (NASDAQ:MSFT) by 19.3% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 11,786 shares of the software giant’s stock after acquiring an additional 1,904 shares during the quarter. Microsoft makes up about 1.8% of Global Assets Advisory LLC’s investment portfolio, making the stock its 11th largest position. Global Assets Advisory LLC’s holdings in Microsoft were worth $6,105,000 at the end of the most recent reporting period.

Several other hedge funds have also added to or reduced their stakes in the company. Longfellow Investment Management Co. LLC raised its holdings in Microsoft by 51.3% during the second 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 in the last quarter. Bayforest Capital Ltd bought a new stake in Microsoft in the 3rd quarter valued at $38,000. LSV Asset Management acquired a new stake in Microsoft in the 4th quarter worth about $44,000. Sellwood Investment Partners LLC bought a new position in shares of Microsoft during the third quarter worth approximately $49,000. Finally, University of Illinois Foundation acquired a new stake in shares of Microsoft in the second quarter valued at approximately $50,000. Institutional investors own 71.13% of the company’s stock.

Microsoft Stock Performance

Shares of MSFT stock opened at $398.46 on Friday. The stock has a market capitalization of $2.96 trillion, a PE ratio of 24.92, a PEG ratio of 1.56 and a beta of 1.08. The business’s 50 day simple moving average is $453.76 and its 200 day simple moving average is $489.29. The company has a debt-to-equity ratio of 0.09, a current ratio of 1.39 and a quick ratio of 1.38. Microsoft Corporation has a one year low of $344.79 and a one year high of $555.45.

Microsoft (NASDAQ:MSFT) last issued its quarterly earnings results on Wednesday, January 28th. The software giant reported $4.14 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.86 by $0.28. The firm had revenue of $81.27 billion for the quarter, compared to the consensus estimate of $80.28 billion. Microsoft had a net margin of 39.04% and a return on equity of 32.34%. The company’s revenue for the quarter was up 16.7% on a year-over-year basis. During the same quarter in the previous year, the company earned $3.23 EPS. As a group, research analysts forecast that Microsoft Corporation will post 13.08 earnings per share for the current year.

Microsoft Announces Dividend

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

Microsoft News Roundup

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft locked in a long‑duration revenue arrangement with OpenAI (20% share extended through 2032), creating a sizeable, recurring cash‑flow channel tied to the AI leader — a clear structural upside for MSFT’s AI monetization thesis. Read More.
• Positive Sentiment: Insider buying: director John W. Stanton purchased 5,000 shares (~$2M), a behavioral vote of confidence that can help stabilize sentiment after recent weakness. Read More.
• Positive Sentiment: Wall Street / institutional interest: Morgan Stanley and other firms highlight MSFT as under‑owned and many hedge funds/institutions have added to positions or maintained positive ratings — supports potential inflows if risk appetite returns. Read More.
• Positive Sentiment: ESG/operational: Microsoft commits to continue matching its electricity needs with renewable purchases as it scales data‑centers, lowering regulatory/ESG risk for long‑term investors. Read More.
• Neutral Sentiment: Growth vs. capex trade: Microsoft says it’s on pace to invest ~$50B in AI across the Global South by 2030 — a large, long‑term market expansion but one that requires heavy upfront capex and multi‑year execution. Read More.
• Neutral Sentiment: Partnerships/enterprise traction: CrowdStrike’s Falcon is now available on Microsoft Marketplace, which increases enterprise stickiness and could drive incremental marketplace revenue over time (limited immediate impact). Read More.
• Neutral Sentiment: Industry moves (indirect effect): NVIDIA and Meta deepen their AI alliance and huge capex plans — this underscores relentless demand for compute but also signals competitors (Meta) spending to build infrastructure that could reduce future cloud demand. Implication for MSFT is mixed. Read More.
• Negative Sentiment: Near‑term selling and rotation: several pieces point to investor dumping and downgrades after a strong earnings beat — concerns that MSFT’s massive AI infrastructure spending will pressure near‑term margins have triggered profit‑taking and volatility. Read More.
• Negative Sentiment: Product/security jitters and sector pressure: reports of an Office/Copilot bug and research on “recommendation poisoning,” together with tech‑sector downgrades, amplify short‑term adoption and regulatory risk narratives. Read More. Read More.

Insiders Place Their Bets

In other news, CEO Judson Althoff sold 12,750 shares of the firm’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 transaction 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. This trade represents a 8.97% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through this link. Also, EVP Takeshi Numoto sold 2,850 shares of Microsoft stock in a transaction on 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 completion of the sale, the executive vice president directly 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 ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 0.03% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities research analysts recently issued reports on MSFT shares. Barclays reissued a “buy” rating on shares of Microsoft in a research report on Friday, February 6th. Phillip Securities upgraded shares of Microsoft from a “moderate buy” rating to a “strong-buy” rating in a research note on Sunday, February 1st. BNP Paribas Exane boosted their target price on shares of Microsoft from $632.00 to $659.00 and gave the company an “outperform” rating in a research report on Tuesday, January 27th. BMO Capital Markets reduced their price target on shares of Microsoft from $625.00 to $575.00 and set an “outperform” rating on the stock in a research report on Thursday, January 29th. Finally, UBS Group reissued an “outperform” rating on shares of Microsoft in a research note on Thursday, January 29th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-nine have issued a Buy rating and four have assigned a Hold rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $591.95.

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).