Jones Financial Companies Lllp Boosts Stock Position in Microsoft Corporation $MSFT

Posted by Defense World Staff on Mar 2nd, 2026

Jones Financial Companies Lllp lifted its position in shares of Microsoft Corporation (NASDAQ:MSFT – Free Report) by 13.1% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 1,486,773 shares of the software giant’s stock after buying an additional 171,682 shares during the period. Microsoft comprises 0.5% of Jones Financial Companies Lllp’s investment portfolio, making the stock its 22nd largest position. Jones Financial Companies Lllp’s holdings in Microsoft were worth $761,665,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also bought and sold shares of the company. AlphaQuest LLC lifted its stake in Microsoft by 5.9% in the second quarter. AlphaQuest LLC now owns 342 shares of the software giant’s stock worth $170,000 after purchasing an additional 19 shares during the last quarter. BLVD Private Wealth LLC grew its stake in shares of Microsoft by 0.6% during the third quarter. BLVD Private Wealth LLC now owns 3,169 shares of the software giant’s stock valued at $1,641,000 after buying an additional 19 shares during the last quarter. Foundation Wealth Management LLC PA increased its holdings in shares of Microsoft by 1.6% in the second quarter. Foundation Wealth Management LLC PA now owns 1,276 shares of the software giant’s stock worth $635,000 after buying an additional 20 shares during the period. Magnolia Capital Management Ltd. lifted its stake in shares of Microsoft by 0.3% in the 3rd quarter. Magnolia Capital Management Ltd. now owns 6,509 shares of the software giant’s stock valued at $3,371,000 after acquiring an additional 20 shares during the last quarter. Finally, ARK & TLK Investments LLC boosted its holdings in Microsoft by 1.0% during the 3rd quarter. ARK & TLK Investments LLC now owns 1,935 shares of the software giant’s stock valued at $1,002,000 after acquiring an additional 20 shares during the period. Hedge funds and other institutional investors own 71.13% of the company’s stock.

Microsoft Trading Down 2.2%

NASDAQ MSFT opened at $392.74 on Monday. The firm has a market capitalization of $2.92 trillion, a PE ratio of 24.56, a P/E/G ratio of 1.54 and a beta of 1.10. The stock’s 50 day moving average is $443.56 and its 200 day moving average is $483.24. Microsoft Corporation has a twelve month low of $344.79 and a twelve month high of $555.45. The company has a quick ratio of 1.38, a current ratio of 1.39 and a debt-to-equity ratio of 0.09.

Microsoft (NASDAQ:MSFT – Get Free Report) last announced its quarterly earnings data on Wednesday, January 28th. The software giant reported $4.14 EPS for the quarter, beating the consensus estimate of $3.86 by $0.28. The business had revenue of $81.27 billion during the quarter, compared to analyst estimates of $80.28 billion. Microsoft had a return on equity of 32.34% and a net margin of 39.04%.The company’s revenue for the quarter was up 16.7% on a year-over-year basis. During the same quarter last year, the firm posted $3.23 earnings per share. Research analysts forecast that Microsoft Corporation will post 13.08 earnings per share for the current fiscal year.

Microsoft Announces Dividend

The firm 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 $0.91 dividend. This represents a $3.64 dividend on an annualized basis and a yield of 0.9%. The ex-dividend date is Thursday, February 19th. Microsoft’s dividend payout ratio is 22.76%.

Insider Buying and Selling at Microsoft

In other news, CEO Judson Althoff sold 12,750 shares of Microsoft 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. This trade represents a 8.97% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Takeshi Numoto sold 2,850 shares of the company’s stock in a transaction that occurred on Thursday, December 4th. The stock was sold at an average price of $478.72, for a total value of $1,364,352.00. Following the completion of the sale, the executive vice president owned 55,782 shares in the company, valued at $26,703,959.04. The trade was a 4.86% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 0.03% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of brokerages have commented on MSFT. Bank of America decreased their price target on Microsoft from $640.00 to $520.00 and set a “buy” rating on the stock in a research note on Monday, January 26th. Daiwa Securities Group decreased their target price 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. Robert W. Baird set a $540.00 price target on shares of Microsoft and gave the company an “outperform” rating in a research report on Thursday, January 29th. Sanford C. Bernstein reissued an “outperform” rating and issued a $641.00 price target (down from $645.00) on shares of Microsoft in a report on Thursday, January 29th. Finally, Royal Bank Of Canada reaffirmed an “outperform” rating and set a $640.00 price objective on shares of Microsoft in a research note on Thursday, January 29th. Two 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 company’s stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $591.95.

View Our Latest Stock Analysis on MSFT

Key Stories Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

Positive Sentiment: Analysts at BNP and others say OpenAI’s large new funding round should still benefit Microsoft because of its deep Azure and infrastructure ties — a reminder that MSFT remains a key AI partner and infrastructure provider. OpenAI’s massive funding round should benefit Microsoft, Oracle: BNP
Positive Sentiment: An insider (director Stanton John) bought roughly $2M of MSFT stock, signalling confidence from management-level insiders during the pullback. Director Stanton John Just Bought $2 Million of Microsoft Stock
Positive Sentiment: MarketBeat / Altimetry note that Microsoft is “at the center of AI” with high switching costs and under-appreciated fundamentals — an argument that current valuation weakness is sentiment-driven and could reverse. AI Is Separating Software Winners From Losers, 2 Experts Explain
Positive Sentiment: Dynamics 365 business applications continue to post solid mid-teens to high‑teens growth and are cited as a consistent driver of Productivity & Business Processes revenue — a durable growth stream beyond Azure. Can Microsoft Stock Rally on Dynamics 365 Business Applications?
Neutral Sentiment: Microsoft announced its next quarterly dividend payable March 13 — a steady income signal but unlikely to move the stock materially amid the current narrative-driven trading. Microsoft to pay dividends on March 13; Here’s how much 100 MSFT shares will earn
Negative Sentiment: Market reaction to OpenAI’s announcement cut both ways: Microsoft wasn’t named among some of the latest funding/partner headlines, prompting investor worry about its standing with OpenAI and driving selling pressure. What’s Behind The Drop In Microsoft Stock?
Negative Sentiment: Japan’s authorities carried out a raid tied to suspected antitrust issues around Microsoft’s cloud business, raising regulatory risk in a major market. Microsoft Japan raided over suspected violation of anti-monopoly law, source says
Negative Sentiment: Operational/real‑estate headwinds: reports of data center/building delays and related execution noise have been cited as a near-term drag on sentiment. “On Hold Until Further Notice”: Microsoft Stock Slumps With Building Delay
Negative Sentiment: Broader AI-capex and semiconductor market jitters (Nvidia-centric weakness) are depressing the megacap tech complex; investors are weighing heavy industry capex against margins and balance-sheet strain. That macro pressure is spilling over to Microsoft. Nvidia Fails to Reassure—Heard on the Street

Microsoft Company Profile

(Free Report)

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).