FSB Premier Wealth Management Inc. increased its position in shares of Microsoft Corporation (NASDAQ:MSFT – Free Report) by 12.5% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 11,436 shares of the software giant’s stock after buying an additional 1,270 shares during the period. Microsoft accounts for approximately 1.9% of FSB Premier Wealth Management Inc.’s holdings, making the stock its 5th biggest position. FSB Premier Wealth Management Inc.’s holdings in Microsoft were worth $5,923,000 at the end of the most recent reporting period.
Several other institutional investors have also recently bought and sold shares of the company. IRON Financial LLC lifted its stake in shares of Microsoft by 23.2% in the third quarter. IRON Financial LLC now owns 6,510 shares of the software giant’s stock valued at $3,372,000 after buying an additional 1,225 shares during the period. Wellington Capital Management Inc. acquired a new position in Microsoft in the 2nd quarter valued at approximately $9,941,000. Sound View Wealth Advisors Group LLC lifted its position in shares of Microsoft by 2.6% in the 2nd quarter. Sound View Wealth Advisors Group LLC now owns 94,120 shares of the software giant’s stock worth $46,816,000 after acquiring an additional 2,373 shares during the period. Weaver Capital Management LLC increased its position in shares of Microsoft by 14.0% during the third quarter. Weaver Capital Management LLC now owns 18,340 shares of the software giant’s stock valued at $9,499,000 after purchasing an additional 2,247 shares during the period. Finally, Gradient Investments LLC raised its stake in shares of Microsoft by 4.3% in the third quarter. Gradient Investments LLC now owns 285,163 shares of the software giant’s stock valued at $147,700,000 after purchasing an additional 11,770 shares in the last quarter. Institutional investors own 71.13% of the company’s stock.
Microsoft Stock Down 0.3%
Shares of MSFT opened at $398.46 on Friday. The business’s fifty day moving average price is $453.76 and its two-hundred day moving average price is $489.29. The firm has a market capitalization of $2.96 trillion, a price-to-earnings ratio of 24.92, a PEG ratio of 1.56 and a beta of 1.08. Microsoft Corporation has a 52 week low of $344.79 and a 52 week 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 Announces Dividend
The firm also recently announced a quarterly dividend, which will be paid on Thursday, March 12th. Stockholders of record on Thursday, February 19th will be paid a $0.91 dividend. 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 (DPR) is 22.76%.
Insider Transactions at Microsoft
In other Microsoft news, Director John W. Stanton acquired 5,000 shares of the business’s stock in a transaction that occurred on Wednesday, February 18th. The shares were acquired at an average cost of $397.35 per share, for a total transaction of $1,986,750.00. Following the completion of the acquisition, the director directly owned 83,905 shares of the company’s stock, valued at approximately $33,339,651.75. This represents a 6.34% increase in their position. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, 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 transaction, the chief executive officer directly 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 SEC filing for this sale provides additional information. 0.03% of the stock is owned by corporate insiders.
Analyst Upgrades and Downgrades
A number of research firms have weighed in on MSFT. Oppenheimer reiterated an “outperform” rating on shares of Microsoft in a research note on Thursday, January 29th. Citigroup decreased their target price on shares of Microsoft from $660.00 to $635.00 and set a “buy” rating on the stock in a research report on Thursday, January 29th. Scotiabank lowered their target price on shares of Microsoft from $650.00 to $600.00 and set a “sector outperform” rating on the stock in a research note on Thursday, January 29th. Stifel Nicolaus reissued a “hold” rating and issued a $392.00 price target (down previously from $540.00) on shares of Microsoft in a research report on Thursday, February 5th. Finally, Wells Fargo & Company decreased their price objective on Microsoft from $630.00 to $615.00 and set an “overweight” rating on the stock in a report on Thursday, January 29th. Two investment analysts have rated the stock with a Strong Buy rating, thirty-nine have assigned a Buy rating and four have given a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $591.95.
Get Our Latest Stock Analysis on Microsoft
Key Headlines Impacting Microsoft
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.
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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