Cardinal Point Capital Management ULC Decreases Holdings in Microsoft Corporation $MSFT

Cardinal Point Capital Management ULC lowered its position in Microsoft Corporation (NASDAQ:MSFT) by 5.2% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 26,371 shares of the software giant’s stock after selling 1,453 shares during the quarter. Microsoft makes up approximately 1.0% of Cardinal Point Capital Management ULC’s portfolio, making the stock its 29th biggest position. Cardinal Point Capital Management ULC’s holdings in Microsoft were worth $13,635,000 at the end of the most recent quarter.

Several other large investors have also recently made changes to their positions in the business. WFA Asset Management Corp increased its position in shares of Microsoft by 27.0% in the first quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant’s stock valued at $427,000 after acquiring an additional 216 shares during the period. Ironwood Wealth Management LLC. increased its holdings in Microsoft by 0.3% during the 2nd quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant’s stock valued at $5,658,000 after purchasing an additional 38 shares during the period. Discipline Wealth Solutions LLC raised its position in Microsoft by 410.4% during the 3rd quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant’s stock valued at $1,144,000 after purchasing an additional 2,138 shares during the last quarter. Wealth Group Ltd. lifted its holdings in Microsoft by 1.2% in the 4th quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant’s stock worth $1,000,000 after buying an additional 28 shares during the period. Finally, Eagle Capital Management LLC lifted its holdings in Microsoft by 0.4% in the 4th quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant’s stock worth $9,735,000 after buying an additional 96 shares during the period. 71.13% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

A number of equities analysts recently commented on the company. The Goldman Sachs Group restated a “buy” rating on shares of Microsoft in a report on Thursday, February 12th. Sanford C. Bernstein restated an “outperform” rating and issued a $641.00 price objective (down from $645.00) on shares of Microsoft in a report on Thursday, January 29th. Barclays reaffirmed a “buy” rating on shares of Microsoft in a research note on Friday, February 6th. Citigroup decreased their price target on shares of Microsoft from $660.00 to $635.00 and set a “buy” rating for the company in a research note on Thursday, January 29th. Finally, UBS Group reaffirmed an “outperform” rating on shares of Microsoft in a research report on Thursday, January 29th. Two research analysts have rated the stock with a Strong Buy rating, thirty-nine have issued a Buy rating and four have given a Hold rating to the stock. Based on data from MarketBeat, Microsoft currently has an average rating of “Moderate Buy” and an average target price of $591.95.

Microsoft Stock Performance

Microsoft stock opened at $410.68 on Friday. 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. The company has a market capitalization of $3.05 trillion, a P/E ratio of 25.68, a PEG ratio of 1.58 and a beta of 1.10. The stock’s 50 day moving average is $436.98 and its 200 day moving average is $480.53.

Microsoft (NASDAQ:MSFT) last released its earnings results on Wednesday, January 28th. The software giant reported $4.14 EPS for the quarter, topping the consensus estimate 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 for 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 company’s revenue for the quarter was up 16.7% compared to the same quarter last year. On average, equities research analysts predict that Microsoft Corporation will post 13.08 earnings per share for the current fiscal year.

Key Headlines Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Large AI spending and the semiconductor rally underpin demand for Microsoft’s cloud and AI infrastructure — investors see the $650B+ AI buildout as a tailwind for Azure and AI services. The $650 Billion AI Surge Is Here—2 Semiconductor ETFs to Play It
• Positive Sentiment: New customer/partner wins: Microsoft signed an MoU with Codelco to explore AI, analytics and automation for mining — a concrete enterprise adoption signal. Codelco, Microsoft sign AI deal for mining operations
• Positive Sentiment: Security and ecosystem momentum: Microsoft helped dismantle the Tycoon 2FA phishing operation and sees partners joining its security programs (Blue Cycle joining MISA), reinforcing its security leadership and partner distribution. Coinbase, Microsoft and Europol take down phishing service ‘Tycoon 2FA’ Blue Cycle LLC joins Microsoft Intelligent Security Association (MISA)
• Neutral Sentiment: Technical/sector rotation: commentary suggests a “right‑tail” rotation back into oversold software/AI names, which may amplify short‑term strength in MSFT even as fundamentals are sorted. Right Tail Rotation Still Working
• Neutral Sentiment: Cybersecurity peer strength (Okta beat) highlights demand for identity/security services — good for sector sentiment but also underscores competition in identity and AI agent governance. Okta Earnings Beat, But Growth Questions Remain
• Negative Sentiment: OpenAI moves and funding raise strategic questions: reports that OpenAI is developing alternatives to Microsoft‑owned developer tools (e.g., GitHub) and the big outside funding round complicate the partnership narrative and could weaken Microsoft’s exclusivity benefits. OpenAI is developing alternative to Microsoft’s GitHub
• Negative Sentiment: Valuation and execution concerns persist: recent downgrades, commentary about a sizable YTD pullback and articles asking if the pullback is a buy signal show investors are split between long‑term AI conviction and short‑term margin/capex worries. Down 15% in 2026, Should You Buy the Dip in Microsoft Stock? Melius Research and Stifel Downgrade Microsoft to Hold
• Negative Sentiment: Operational/reputation noise: reports of widespread Outlook email blocking attracted criticism and could pose short‑term customer friction or regulatory scrutiny. Microsoft Draws Internet Ire Over Wave of Email Blocking

Insider Buying and Selling

In other news, Director John W. Stanton acquired 5,000 shares of the business’s stock in a transaction that occurred on Wednesday, February 18th. The shares were bought at an average cost of $397.35 per share, with a total value of $1,986,750.00. Following the transaction, 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 purchase was disclosed in a legal filing with the SEC, which can be accessed through this link. Company insiders own 0.03% of the company’s stock.

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).