Belpointe Asset Management LLC Has $43.52 Million Stock Holdings in Microsoft Corporation $MSFT

Belpointe Asset Management LLC lessened its holdings in Microsoft Corporation (NASDAQ:MSFT) by 3.2% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 84,011 shares of the software giant’s stock after selling 2,788 shares during the quarter. Microsoft accounts for approximately 1.7% of Belpointe Asset Management LLC’s holdings, making the stock its 8th biggest holding. Belpointe Asset Management LLC’s holdings in Microsoft were worth $43,515,000 at the end of the most recent quarter.

Other hedge funds also recently made changes to their positions in the company. Riverwater Partners LLC lifted its stake in Microsoft by 27.1% during the third quarter. Riverwater Partners LLC now owns 7,016 shares of the software giant’s stock worth $3,634,000 after purchasing an additional 1,496 shares during the period. Tandem Financial LLC raised its holdings in shares of Microsoft by 4.3% in the 3rd quarter. Tandem Financial LLC now owns 5,016 shares of the software giant’s stock worth $2,598,000 after buying an additional 205 shares in the last quarter. Bank of Jackson Hole Trust lifted its position in shares of Microsoft by 0.3% during the 3rd quarter. Bank of Jackson Hole Trust now owns 13,313 shares of the software giant’s stock worth $6,895,000 after buying an additional 46 shares during the period. Chilton Capital Management LLC boosted its stake in Microsoft by 22.2% in the 3rd quarter. Chilton Capital Management LLC now owns 383,369 shares of the software giant’s stock valued at $198,566,000 after buying an additional 69,680 shares in the last quarter. Finally, Destiny Capital Corp CO bought a new stake in Microsoft in the third quarter valued at $204,000. Institutional investors and hedge funds own 71.13% of the company’s stock.

Microsoft Stock Performance

Shares of Microsoft stock opened at $397.23 on Friday. The company has a debt-to-equity ratio of 0.09, a current ratio of 1.39 and a quick ratio of 1.38. The firm has a 50 day simple moving average of $452.13 and a 200 day simple moving average of $488.05. Microsoft Corporation has a fifty-two week low of $344.79 and a fifty-two week high of $555.45. The firm has a market cap of $2.95 trillion, a P/E ratio of 24.84, a P/E/G ratio of 1.55 and a beta of 1.08.

Microsoft (NASDAQ:MSFT) last posted its quarterly earnings data on Wednesday, January 28th. The software giant reported $4.14 earnings per share (EPS) for the quarter, topping the consensus estimate 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 return on equity of 32.34% and a net margin of 39.04%.The business’s revenue for the quarter was up 16.7% compared to the same quarter last year. During the same quarter in the prior year, the business earned $3.23 EPS. Sell-side analysts predict that Microsoft Corporation will post 13.08 earnings per share for the current fiscal year.

Microsoft Announces Dividend

The company also recently disclosed 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 of this dividend is Thursday, February 19th. Microsoft’s payout ratio is currently 22.76%.

Insider Buying and Selling at Microsoft

In related news, CEO Judson Althoff sold 12,750 shares of the 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 transaction, the chief executive officer directly owned 129,349 shares in the company, valued at $63,577,620.48. This represents a 8.97% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, Director John W. Stanton bought 5,000 shares of the stock in a transaction on Wednesday, February 18th. The shares were acquired at an average cost of $397.35 per share, with a total value of $1,986,750.00. Following the acquisition, the director directly owned 83,905 shares in the company, valued at approximately $33,339,651.75. This trade represents a 6.34% increase in their position. The disclosure for this purchase is available in the SEC filing. Corporate insiders own 0.03% of the company’s stock.

Key Headlines Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Citi reiterated a Buy on Microsoft, highlighting continued Copilot adoption and strong Azure growth as reasons the company can outpace the recent sell-off. Microsoft in focus as Citi reiterates buy
• Positive Sentiment: Insider buying: director John W. Stanton purchased 5,000 shares (~$2M), a behavioral vote of confidence that can help stabilize sentiment among retail/institutional investors. Microsoft Director John Stanton Buys 5,000 Shares
• Positive Sentiment: Microsoft’s extended OpenAI revenue arrangement (locking a meaningful share of OpenAI output through 2032) is a multi-year revenue and strategic moat tailwind for AI monetization. As Microsoft extends 20% OpenAI deal
• Neutral Sentiment: Microsoft announced a large long-term commitment to expand AI access in the Global South (reported ~$50B), a growth opportunity that also implies heavy multi-year capex and execution risk. Microsoft to invest $50B in Global South AI push
• Neutral Sentiment: Partnerships and marketplace traction (e.g., CrowdStrike on Microsoft Marketplace) reinforce enterprise ecosystem stickiness but have limited immediate revenue impact. Falcon on Microsoft Marketplace
• Negative Sentiment: Leadership change in gaming: Phil Spencer’s immediate retirement and replacement by Asha Sharma introduces near-term uncertainty for Xbox strategy and investor confidence in the gaming unit. Microsoft gaming chief Phil Spencer retires
• Negative Sentiment: Stifel downgraded MSFT (Buy→Hold) and cut its price target, citing Azure supply constraints as a near-term growth headwind — a concrete analyst call that can pressure flows and justify further volatility. Stifel flags Azure supply constraints
• Negative Sentiment: Fresh AI quality/security reports (Copilot/Office bug and “AI recommendation poisoning” threats) raise short-term adoption and reputational risk that could delay enterprise deployments and weigh on sentiment. AI recommendation poisoning concerns

Analysts Set New Price Targets

A number of research analysts have issued reports on MSFT shares. Deutsche Bank Aktiengesellschaft cut their price objective on Microsoft from $630.00 to $575.00 and set a “buy” rating for the company in a report on Thursday, January 29th. Morgan Stanley reissued an “overweight” rating on shares of Microsoft in a report on Thursday, January 29th. Daiwa Securities Group decreased their price objective on shares of Microsoft from $630.00 to $600.00 and set a “buy” rating on the stock in a research note on Wednesday, February 4th. Scotiabank cut their target price on shares of Microsoft from $650.00 to $600.00 and set a “sector outperform” rating for the company in a research note on Thursday, January 29th. Finally, Arete Research boosted their target price on Microsoft from $710.00 to $730.00 in a report on Monday, October 27th. Two investment analysts have rated the stock with a Strong Buy rating, thirty-nine have given a Buy rating and four have issued a Hold rating to the company. According to MarketBeat, Microsoft has a consensus rating of “Moderate Buy” and a consensus target price of $591.95.

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).