Adell Harriman & Carpenter Inc. Has $80.48 Million Holdings in Microsoft Corporation $MSFT

Adell Harriman & Carpenter Inc. increased its holdings in Microsoft Corporation (NASDAQ:MSFT) by 1.4% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 155,374 shares of the software giant’s stock after acquiring an additional 2,168 shares during the quarter. Microsoft makes up about 4.9% of Adell Harriman & Carpenter Inc.’s investment portfolio, making the stock its 4th largest position. Adell Harriman & Carpenter Inc.’s holdings in Microsoft were worth $80,476,000 at the end of the most recent quarter.

Other institutional investors have also added to or reduced their stakes in the company. Longfellow Investment Management Co. LLC boosted its position in Microsoft by 51.3% during the 2nd quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant’s stock valued at $29,000 after acquiring an additional 20 shares in the last quarter. Bayforest Capital Ltd purchased a new stake in shares of Microsoft during the 3rd quarter worth $38,000. LSV Asset Management bought a new stake in Microsoft during the fourth quarter valued at about $44,000. Sellwood Investment Partners LLC bought a new stake in Microsoft during the third quarter valued at about $49,000. Finally, University of Illinois Foundation purchased a new position in Microsoft in the second quarter valued at about $50,000. Hedge funds and other institutional investors own 71.13% of the company’s stock.

Analyst Upgrades and Downgrades

Several research firms have commented on MSFT. BNP Paribas Exane increased their price target 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. KeyCorp decreased their target price on shares of Microsoft from $630.00 to $600.00 and set an “overweight” rating for the company in a research report on Thursday, January 29th. Mizuho lowered their target price on shares of Microsoft from $640.00 to $620.00 and set an “outperform” rating for the company in a research note on Wednesday, January 21st. Rothschild & Co Redburn set a $450.00 price target on Microsoft in a research report on Wednesday, January 21st. Finally, Phillip Securities upgraded Microsoft from a “moderate buy” rating to a “strong-buy” rating in a report on Sunday, February 1st. Two research 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. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $591.95.

Microsoft News Summary

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Huge, ongoing AI investments from Microsoft and peers underscore the company’s commitment to AI leadership and justify premium multiples for Azure and Copilot-related revenue growth. Microsoft and Alphabet Spend Billions On AI: A Closer Look
• Positive Sentiment: Microsoft’s push into new data-center capacity (Michigan initiative) strengthens its ability to host AI workloads, reducing supply constraints and supporting future Azure/AI revenue. Microsoft Stock (NASDAQ:MSFT) Gains With New Charm Offensive for Data Centers in Michigan
• Positive Sentiment: RBC reaffirmed an “outperform” rating, providing an analyst-level vote of confidence that can support buying interest after recent weakness. RBC Outperform Affirmed
• Neutral Sentiment: Options activity and technical positioning show elevated trader interest and volatility—this can amplify moves but isn’t a clear directional catalyst on its own. Microsoft Stock Testing 2 Key Levels as Options Traders Pounce
• Neutral Sentiment: Wall Street pieces and commentators list MSFT among top large-cap AI/infra names to own—supportive long-term thesis but not an immediate catalyst. 2 Trillion-Dollar Stocks That Could Soar by 40% and 50%
• Neutral Sentiment: Analyst/video commentary highlights short-term SaaS volatility but sees Microsoft among rebound candidates—useful for traders, less so for long-term investors. SaaS-pocalypse Opportunities in MSFT, AMZN, PLTR, NOW & Others
• Negative Sentiment: OpenAI is reportedly building a code-repository to rival GitHub, which could erode a strategic Microsoft asset and developer ecosystem advantage if it gains traction. OpenAI is developing alternative to Microsoft’s GitHub
• Negative Sentiment: Ongoing “Microslop”/Copilot Discord controversy and criticism that MSFT is underperforming YTD weigh on sentiment and could pressure multiples if developer trust or user adoption is impacted. ‘It’s Performing Worse,’ Says Investor About Microsoft Stock

Microsoft Trading Up 1.3%

Microsoft stock opened at $403.93 on Wednesday. The firm has a market cap of $3.00 trillion, a PE ratio of 25.26, a P/E/G ratio of 1.56 and a beta of 1.10. Microsoft Corporation has a 12 month low of $344.79 and a 12 month high of $555.45. The stock’s 50 day simple moving average is $440.17 and its two-hundred day simple moving average is $481.55. The company has a current ratio of 1.39, a quick ratio of 1.38 and a debt-to-equity ratio of 0.09.

Microsoft (NASDAQ:MSFT) last posted its earnings results on Wednesday, January 28th. The software giant reported $4.14 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.86 by $0.28. The firm had revenue of $81.27 billion during the quarter, compared to analysts’ expectations of $80.28 billion. Microsoft had a net margin of 39.04% and a return on equity of 32.34%. The business’s revenue was up 16.7% compared to the same quarter last year. During the same period in the previous year, the business posted $3.23 EPS. Analysts anticipate that Microsoft Corporation will post 13.08 earnings per share for the current year.

Insider Transactions at Microsoft

In other Microsoft news, EVP Takeshi Numoto sold 2,850 shares of the firm’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 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. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director John W. Stanton acquired 5,000 shares of the business’s stock in a transaction dated Wednesday, February 18th. The stock was acquired at an average price of $397.35 per share, with a total value of $1,986,750.00. Following the completion of the transaction, 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 ownership of the stock. The disclosure for this purchase is available in the SEC filing. Corporate insiders own 0.03% of the company’s stock.

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).