Bryn Mawr Trust Advisors LLC Sells 1,782 Shares of Microsoft Corporation $MSFT

Bryn Mawr Trust Advisors LLC decreased its position in shares of Microsoft Corporation (NASDAQ:MSFT) by 1.0% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 174,384 shares of the software giant’s stock after selling 1,782 shares during the period. Microsoft makes up 4.5% of Bryn Mawr Trust Advisors LLC’s holdings, making the stock its 4th biggest position. Bryn Mawr Trust Advisors LLC’s holdings in Microsoft were worth $90,322,000 at the end of the most recent quarter.

Other institutional investors also recently modified their holdings of the company. Cornerstone Wealth Management LLC grew its position in shares of Microsoft by 2.8% during the 3rd quarter. Cornerstone Wealth Management LLC now owns 69,984 shares of the software giant’s stock worth $36,248,000 after purchasing an additional 1,938 shares in the last quarter. High Note Wealth LLC boosted its stake in shares of Microsoft by 0.8% in the third quarter. High Note Wealth LLC now owns 22,016 shares of the software giant’s stock valued at $11,403,000 after buying an additional 166 shares during the period. AlphaQuest LLC grew its position in Microsoft by 228.1% during the third quarter. AlphaQuest LLC now owns 1,122 shares of the software giant’s stock worth $581,000 after buying an additional 780 shares in the last quarter. Jim Saulnier & Associates LLC increased its stake in Microsoft by 11.1% during the 3rd quarter. Jim Saulnier & Associates LLC now owns 1,977 shares of the software giant’s stock worth $1,024,000 after acquiring an additional 197 shares during the period. Finally, Argent Advisors Inc. raised its holdings in Microsoft by 10.2% in the 3rd quarter. Argent Advisors Inc. now owns 15,466 shares of the software giant’s stock valued at $8,010,000 after acquiring an additional 1,429 shares in the last quarter. Institutional investors own 71.13% of the company’s stock.

Analysts Set New Price Targets

Several research firms have recently issued reports on MSFT. DZ Bank reissued a “buy” rating on shares of Microsoft in a report on Thursday, January 29th. DA Davidson reiterated a “buy” rating and set a $650.00 price objective on shares of Microsoft in a research note on Thursday, January 29th. Morgan Stanley restated an “overweight” rating on shares of Microsoft in a research report on Thursday, January 29th. Barclays reiterated a “buy” rating on shares of Microsoft in a research report on Friday, February 6th. Finally, UBS Group reissued an “outperform” 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 company’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $591.95.

Insider Activity

In related news, EVP Takeshi Numoto sold 2,850 shares of the firm’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 trade represents a 4.86% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Judson Althoff sold 12,750 shares of Microsoft stock in a transaction that occurred 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. This represents a 8.97% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 0.03% of the stock is currently owned by insiders.

More Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Analysts and AI strategists argue Microsoft is a core AI infrastructure winner — a driver for investor interest given Azure, identity/auth layers and high switching costs that position MSFT to benefit from AI-driven enterprise spending. AI Is Separating Software Winners From Losers
• Positive Sentiment: Microsoft’s new collaboration with Starlink signals expanded connectivity and potential Azure edge use cases (rural/remote customers), supporting cloud revenue optionality and positive sentiment around partnership-driven growth. Microsoft Is Teaming up With Starlink
• Positive Sentiment: An insider purchase (director John Stanton) added a small but visible vote of confidence after the post-earnings sell-off, which can support short-term sentiment and stabilize shares. Director Stanton John Just Bought $2 Million of Microsoft Stock
• Neutral Sentiment: The White House’s planned power-cost pledge with big cloud/data-center firms (including Microsoft) reduces one operational risk for hyperscalers and could be a modest long-term positive for data-center economics, though timing/implementation remain uncertain. White House to host Big Tech pledge
• Neutral Sentiment: CEO Satya Nadella’s public comments pushing back on low-quality “AI slop” reflect management trying to shape the narrative around responsible, enterprise-grade AI — a reputational plus but contributed to short-term volatility as markets parsed the tone. Satya Nadella Rails Against AI Slop
• Negative Sentiment: Japan’s Fair Trade Commission raided Microsoft Japan offices in a probe into possible restrictions around Azure customers using rival cloud services — this antitrust scrutiny is an immediate regulatory overhang that can hurt sentiment and add legal/operational uncertainty. Microsoft Japan raided over suspected violation of anti-monopoly law
• Negative Sentiment: Market debate continues over Azure growth pacing vs. very large AI infrastructure capex (management flagged elevated AI-related investment), which knocked the stock after Q2 despite beats — investors are weighing near-term margin/cash impact against longer-term AI revenue upside. Microsoft Stock Opinions on Fiscal Q2 Earnings
• Negative Sentiment: Broader sector risks — heightened talk of AI regulation and a Magnificent Seven rotation — keep pressure on valuations and can amplify moves in MSFT even when fundamentals are solid; this contributes to volatility until clarity on regulation and data-center costs emerges. Will Regulating AI Cripple AI Stocks?

Microsoft Stock Performance

NASDAQ MSFT opened at $401.72 on Friday. The firm’s fifty day moving average price is $445.43 and its two-hundred day moving average price is $484.72. The stock has a market cap of $2.98 trillion, a PE ratio of 25.12, a PEG ratio of 1.57 and a beta of 1.08. 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 fifty-two week low of $344.79 and a fifty-two week high of $555.45.

Microsoft (NASDAQ:MSFT) last released its quarterly earnings data 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. Microsoft had a return on equity of 32.34% and a net margin of 39.04%.The company had revenue of $81.27 billion for the quarter, compared to the consensus estimate of $80.28 billion. During the same quarter last year, the business posted $3.23 EPS. Microsoft’s revenue for the quarter was up 16.7% on a year-over-year basis. On average, equities analysts expect that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

Microsoft Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Thursday, March 12th. Stockholders 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 dividend yield of 0.9%. The ex-dividend date is Thursday, February 19th. Microsoft’s payout ratio is 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).