Envestnet Asset Management Inc. Has $5.71 Billion Stock Holdings in Microsoft Corporation $MSFT

Envestnet Asset Management Inc. increased its holdings in shares of Microsoft Corporation (NASDAQ:MSFT) by 0.1% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 11,030,769 shares of the software giant’s stock after purchasing an additional 8,424 shares during the period. Microsoft makes up 1.6% of Envestnet Asset Management Inc.’s portfolio, making the stock its 4th biggest position. Envestnet Asset Management Inc. owned approximately 0.15% of Microsoft worth $5,713,387,000 as of its most recent SEC filing.

A number of other large investors have also bought and sold shares of the business. Longfellow Investment Management Co. LLC lifted its position in Microsoft by 51.3% in 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 acquired a new stake in shares of Microsoft in the 3rd quarter valued at about $38,000. Sellwood Investment Partners LLC bought a new stake in shares of Microsoft in the third quarter valued at about $49,000. University of Illinois Foundation acquired a new position in shares of Microsoft during the second quarter worth about $50,000. Finally, LSV Asset Management bought a new position in shares of Microsoft during the fourth quarter worth about $44,000. 71.13% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

MSFT has been the topic of several research reports. Robert W. Baird set a $540.00 target price on Microsoft and gave the company an “outperform” rating in a research note on Thursday, January 29th. Morgan Stanley reiterated an “overweight” rating on shares of Microsoft in a report on Thursday, January 29th. DA Davidson restated a “buy” rating and set a $650.00 target price on shares of Microsoft in a report on Thursday, January 29th. Jefferies Financial Group reaffirmed a “buy” rating on shares of Microsoft in a research report on Thursday, January 22nd. Finally, Sanford C. Bernstein reissued an “outperform” rating and set a $641.00 price target (down from $645.00) on shares of Microsoft in a research report on Thursday, January 29th. Two analysts have rated the stock with a Strong Buy rating, thirty-nine have issued a Buy rating and four have assigned a Hold rating to the company. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $591.95.

Insider Transactions at Microsoft

In other 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 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 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 can be accessed through this hyperlink. Also, Director John W. Stanton purchased 5,000 shares of the business’s stock in a transaction that occurred on Wednesday, February 18th. The stock was bought at an average price 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 $33,339,651.75. This trade represents a 6.34% increase in their position. The SEC filing for this purchase provides additional information. 0.03% of the stock is currently owned by company insiders.

Microsoft Price Performance

Microsoft stock opened at $403.93 on Wednesday. The company has a market capitalization of $3.00 trillion, a price-to-earnings ratio of 25.26, a PEG 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. Microsoft Corporation has a 12 month low of $344.79 and a 12 month high of $555.45. The stock’s 50 day moving average is $440.17 and its 200-day moving average is $481.55.

Microsoft (NASDAQ:MSFT) last issued its quarterly earnings data on Wednesday, January 28th. The software giant reported $4.14 EPS for the quarter, beating analysts’ consensus estimates of $3.86 by $0.28. The firm had revenue of $81.27 billion for 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 period in the prior year, the firm posted $3.23 EPS. Equities research analysts expect that Microsoft Corporation will post 13.08 EPS for the current year.

Trending Headlines about 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 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).