Microsoft Corporation $MSFT is Checchi Capital Advisers LLC’s 2nd Largest Position

Checchi Capital Advisers LLC reduced its stake in shares of Microsoft Corporation (NASDAQ:MSFT) by 7.8% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 80,564 shares of the software giant’s stock after selling 6,824 shares during the period. Microsoft accounts for 2.2% of Checchi Capital Advisers LLC’s portfolio, making the stock its 2nd biggest holding. Checchi Capital Advisers LLC’s holdings in Microsoft were worth $41,728,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in MSFT. IRON Financial LLC grew its holdings in Microsoft by 23.2% during the 3rd quarter. IRON Financial LLC now owns 6,510 shares of the software giant’s stock valued at $3,372,000 after buying an additional 1,225 shares in the last quarter. Wellington Capital Management Inc. bought a new position in shares of Microsoft during the second quarter worth $9,941,000. Sound View Wealth Advisors Group LLC grew its stake in Microsoft by 2.6% during the second quarter. Sound View Wealth Advisors Group LLC now owns 94,120 shares of the software giant’s stock valued at $46,816,000 after acquiring an additional 2,373 shares in the last quarter. Trifecta Capital Advisors LLC increased its holdings in Microsoft by 2.3% in the 3rd quarter. Trifecta Capital Advisors LLC now owns 70,175 shares of the software giant’s stock valued at $36,347,000 after acquiring an additional 1,572 shares during the last quarter. Finally, Weaver Capital Management LLC lifted its stake in Microsoft by 14.0% in the 3rd quarter. Weaver Capital Management LLC now owns 18,340 shares of the software giant’s stock worth $9,499,000 after purchasing an additional 2,247 shares in the last quarter. 71.13% of the stock is owned by hedge funds and other institutional investors.

Insider Activity

In other Microsoft news, Director John W. Stanton bought 5,000 shares of the business’s stock in a transaction dated Wednesday, February 18th. The shares were purchased 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 in the company, valued at $33,339,651.75. This represents a 6.34% increase in their position. The purchase was disclosed in a legal filing with the SEC, which is available at the SEC website. 0.03% of the stock is owned by company insiders.

Wall Street Analysts Forecast Growth

A number of brokerages have recently weighed in on MSFT. Evercore cut their price objective on Microsoft from $640.00 to $580.00 and set an “outperform” rating for the company in a research report on Thursday, January 29th. Wells Fargo & Company cut their price target on Microsoft from $630.00 to $615.00 and set an “overweight” rating for the company in a report on Thursday, January 29th. Jefferies Financial Group reaffirmed a “buy” rating on shares of Microsoft in a report on Thursday, January 22nd. Wedbush cut their target price on shares of Microsoft from $625.00 to $575.00 and set an “outperform” rating for the company in a report on Thursday, January 29th. Finally, Guggenheim reaffirmed a “buy” rating and set a $586.00 price target on shares of Microsoft in a research note on Thursday, January 22nd. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-nine have assigned a Buy rating and four have issued a Hold rating to the company. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $591.95.

Microsoft News Roundup

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Broadcom’s strong revenue outlook and commentary that AI semiconductor demand is accelerating reinforces the view that hyperscalers (including Microsoft) will keep investing heavily in data centers — a direct tailwind for Azure and MSFT’s cloud AI monetization. Broadcom sees revenue above estimates as AI fuels custom chip demand
• Positive Sentiment: Industry analysis pointing to a ~$650B AI capex cycle (chips, servers, networking) supports durable demand for Microsoft’s cloud, AI services, and enterprise partnerships — a structural revenue driver. The $650 Billion AI Surge Is Here—2 Semiconductor ETFs to Play It
• Positive Sentiment: Big Tech’s White House pledge to fund new power generation/infrastructure for AI data centers reduces regulatory/political risk and potential utility bill backlash for operators like Microsoft, easing a possible operational headwind. Tech Bosses Tell Trump They’ll Pay Up for Electricity
• Neutral Sentiment: Executive reshuffle at Microsoft Gaming (Asha Sharma named CEO) focuses integration and growth post‑Acquisition; strategic but longer‑dated for material revenue effects. Microsoft Gaming Leadership Reset Puts Integration And Growth In Focus
• Neutral Sentiment: CEO Satya Nadella’s public comments acknowledging AI‑driven job displacement underline Microsoft’s narrative that AI is transformative — useful for strategic positioning but neutral for immediate cash flow. Satya Nadella Says AI Will Displace Workers—’Best Protection…Transform Yourself’
• Negative Sentiment: Valuation and AI profitability concerns resurfaced after recent share‑price pullbacks; analysts and investors are reassessing whether current multiples properly reflect execution risk and long‑term AI margins. Assessing Microsoft (MSFT) Valuation After Recent Share Price Pullback And AI Profitability Questions
• Negative Sentiment: Broker downgrades (Melius Research, Stifel) to Hold and public commentator concern (Jim Cramer) add selling pressure and reinforce short‑term skepticism. Melius Research and Stifel Downgrade Microsoft Corporation (MSFT) to Hold
• Negative Sentiment: Reputational/operational risk after reports of widespread Outlook email blocking drew user ire — this can draw regulatory scrutiny or customer friction if persistent. Microsoft Draws Internet Ire Over Wave of Email Blocking
• Negative Sentiment: Reports that OpenAI is developing a GitHub alternative highlight competitive risk in developer tools — a potential threat to parts of Microsoft’s developer ecosystem over time. OpenAI is developing alternative to Microsoft’s GitHub, The Information reports

Microsoft Stock Up 0.3%

NASDAQ MSFT opened at $405.20 on Thursday. 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 Corporation has a 52 week low of $344.79 and a 52 week high of $555.45. The firm has a market capitalization of $3.01 trillion, a price-to-earnings ratio of 25.34, a PEG ratio of 1.58 and a beta of 1.10. The company has a fifty day moving average of $438.52 and a two-hundred day moving average of $481.02.

Microsoft (NASDAQ:MSFT) last released its earnings results on Wednesday, January 28th. The software giant reported $4.14 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.86 by $0.28. The firm had revenue of $81.27 billion during the quarter, compared to analyst estimates 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% on a year-over-year basis. During the same quarter last year, the business earned $3.23 EPS. On average, analysts predict that Microsoft Corporation will post 13.08 earnings per share for the current year.

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).