Elm Partners Management LLC Has $2.74 Million Position in Microsoft Corporation $MSFT

Elm Partners Management LLC increased its stake in shares of Microsoft Corporation (NASDAQ:MSFT) by 276.6% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 5,295 shares of the software giant’s stock after purchasing an additional 3,889 shares during the quarter. Elm Partners Management LLC’s holdings in Microsoft were worth $2,743,000 at the end of the most recent reporting period.

A number of other hedge funds have also recently added to or reduced their stakes in MSFT. Norges Bank acquired a new position in Microsoft in the 2nd quarter worth about $50,493,678,000. Nuveen LLC bought a new stake in shares of Microsoft during the first quarter worth about $18,733,827,000. Laurel Wealth Advisors LLC increased its stake in shares of Microsoft by 49,640.3% in the second quarter. Laurel Wealth Advisors LLC now owns 29,967,038 shares of the software giant’s stock valued at $14,905,904,000 after buying an additional 29,906,791 shares during the period. Vanguard Group Inc. raised its holdings in Microsoft by 2.0% in the 2nd quarter. Vanguard Group Inc. now owns 705,077,786 shares of the software giant’s stock valued at $350,712,742,000 after buying an additional 13,691,572 shares during the last quarter. Finally, Northern Trust Corp boosted its position in Microsoft by 16.1% during the 4th quarter. Northern Trust Corp now owns 83,787,746 shares of the software giant’s stock worth $35,316,535,000 after buying an additional 11,600,470 shares during the period. Institutional investors and hedge funds own 71.13% of the company’s stock.

Analyst Upgrades and Downgrades

MSFT has been the subject of several recent research reports. Daiwa Securities Group decreased their price target on shares of Microsoft from $630.00 to $600.00 and set a “buy” rating for the company in a research report on Wednesday, February 4th. Citigroup decreased their price objective on Microsoft from $660.00 to $635.00 and set a “buy” rating for the company in a report on Thursday, January 29th. DA Davidson reaffirmed a “buy” rating and set a $650.00 target price on shares of Microsoft in a research report on Thursday, January 29th. TD Cowen reiterated a “buy” rating on shares of Microsoft in a research report on Thursday, January 29th. Finally, Rothschild & Co Redburn set a $450.00 price objective on Microsoft in a research report on Wednesday, January 21st. Two research analysts have rated the stock with a Strong Buy rating, thirty-nine have given a Buy rating and four have assigned a Hold rating to the company. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $591.95.

Insiders Place Their Bets

In related news, EVP Takeshi Numoto sold 2,850 shares of the stock in a transaction on Thursday, December 4th. The shares were sold at an average price of $478.72, for a total transaction of $1,364,352.00. Following the transaction, the executive vice president directly owned 55,782 shares of the company’s stock, valued at $26,703,959.04. This represents a 4.86% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director John W. Stanton purchased 5,000 shares of the firm’s stock in a transaction on Wednesday, February 18th. The stock was bought at an average cost of $397.35 per share, with a total value of $1,986,750.00. Following the completion of the purchase, the director 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 disclosure for this purchase is available in the SEC filing. 0.03% of the stock is owned by insiders.

Key Headlines Impacting Microsoft

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 Stock Performance

MSFT stock opened at $403.93 on Wednesday. The firm has a market cap of $3.00 trillion, a PE ratio of 25.26, a price-to-earnings-growth ratio of 1.56 and a beta of 1.10. The company has a current ratio of 1.39, a quick ratio of 1.38 and a debt-to-equity ratio of 0.09. The stock has a 50-day moving average price of $440.17 and a 200-day moving average price of $481.55. Microsoft Corporation has a 1-year low of $344.79 and a 1-year high of $555.45.

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

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).