Microsoft Corporation $MSFT Shares Acquired by Advyzon Investment Management LLC

Advyzon Investment Management LLC increased its holdings in shares of Microsoft Corporation (NASDAQ:MSFT) by 11.9% in the third quarter, according to its most recent disclosure with the SEC. The firm owned 21,230 shares of the software giant’s stock after purchasing an additional 2,259 shares during the period. Microsoft accounts for approximately 1.9% of Advyzon Investment Management LLC’s holdings, making the stock its 8th largest position. Advyzon Investment Management LLC’s holdings in Microsoft were worth $10,996,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently bought and sold shares of the business. Mitsubishi UFJ Asset Management UK Ltd. boosted its holdings in shares of Microsoft by 41.1% during the 3rd quarter. Mitsubishi UFJ Asset Management UK Ltd. now owns 18,200 shares of the software giant’s stock worth $9,427,000 after buying an additional 5,300 shares during the period. Rochester Wealth Strategies LLC raised its position in shares of Microsoft by 2.9% in the 3rd quarter. Rochester Wealth Strategies LLC now owns 700 shares of the software giant’s stock valued at $363,000 after buying an additional 20 shares in the last quarter. Heartland Bank & Trust Co raised its position in Microsoft by 2.2% during the third quarter. Heartland Bank & Trust Co now owns 29,228 shares of the software giant’s stock valued at $15,139,000 after purchasing an additional 621 shares in the last quarter. Rossby Financial LCC lifted its stake in Microsoft by 2.1% during the third quarter. Rossby Financial LCC now owns 10,202 shares of the software giant’s stock worth $5,302,000 after purchasing an additional 205 shares during the last quarter. Finally, Jackson Grant Investment Advisers Inc. boosted its holdings in shares of Microsoft by 9.4% in the 3rd quarter. Jackson Grant Investment Advisers Inc. now owns 18,078 shares of the software giant’s stock valued at $9,363,000 after purchasing an additional 1,546 shares in the last quarter. Institutional investors own 71.13% of the company’s stock.

Key Stories Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Jefferies reiterates a bullish view on Microsoft, naming MSFT its leading AI investment and assigning a $675 price target — a vote of confidence that supports upside for the stock. Jefferies Names Microsoft (MSFT) Stock Its Leading AI Investment With $675 Price Target
• Positive Sentiment: Microsoft signed an AI collaboration with Codelco (Chile’s state miner) to evaluate AI, automation and analytics for mining — another enterprise win that strengthens Azure/Microsoft AI cash flows over time. Codelco, Microsoft sign AI deal for mining operations
• Positive Sentiment: OpenAI’s large funding round and continued strategic ties give Microsoft breathing room around its AI investments and partnerships, reducing near-term partnership tail-risk. OpenAI Funding Gives Microsoft (MSFT) Stock Breathing Space
• Neutral Sentiment: Microsoft says it will continue integrating Anthropic’s Claude into products despite the Pentagon labeling Anthropic a “supply chain risk” — continuity for product roadmaps but with some government-contract uncertainty. Microsoft (MSFT) Maintains Anthropic Claude Integration Despite Pentagon Supply Chain Ban
• Neutral Sentiment: Google and Microsoft both said Anthropic remains available for non-defense projects, which limits immediate disruption but keeps regulatory headlines in play. Google joins Microsoft in telling users Anthropic is still available outside defense projects
• Neutral Sentiment: Options strategists and some investors view the pullback as a buying opportunity (protective collar strategies highlighted), indicating increased interest from longer-term/hedged buyers even amid volatility. Trade the Deep Value and Dubious Option Pricing in Microsoft Stock with This 1 Great Options Strategy
• Negative Sentiment: Analysts and commentators flag downside risk before MSFT can justify very high targets — concerns center on heavy AI-related capex, moderating Azure growth and margin pressure despite long-term upside. That debate is creating selling pressure and volatility. Buy the Dip or Wait? Analyst Flags Downside Risk Before $680 Breakout In Microsoft (MSFT) Stock
• Negative Sentiment: Regulatory risk: Japan’s antitrust probe into Microsoft’s cloud/software practices adds regional legal uncertainty that could weigh on valuation multiple or deal activity in Asia. Microsoft Faces Japan Antitrust Probe As Gaming Shifts And AI Deals Grow
• Negative Sentiment: Broader market pressures — rising yields, higher energy prices and sector rotation — are pulling down high-multiple software names; Microsoft’s heavy AI spend makes it more sensitive to sentiment swings despite strong fundamentals. How Microsoft Stock Falls To $325?

Insider Transactions at Microsoft

In other news, Director John W. Stanton purchased 5,000 shares of the company’s stock in a transaction dated Wednesday, February 18th. The shares were purchased at an average price of $397.35 per share, for a total transaction of $1,986,750.00. Following the transaction, the director owned 83,905 shares of the company’s stock, valued at approximately $33,339,651.75. This trade represents a 6.34% increase in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. Insiders own 0.03% of the company’s stock.

Microsoft Price Performance

MSFT stock opened at $408.96 on Monday. The company has a market capitalization of $3.04 trillion, a P/E ratio of 25.58, a PEG ratio of 1.60 and a beta of 1.10. The company has a fifty day moving average price of $435.41 and a 200-day moving average price of $479.38. The company has a debt-to-equity ratio of 0.09, a quick ratio of 1.38 and a current ratio of 1.39. Microsoft Corporation has a 52-week low of $344.79 and a 52-week high of $555.45.

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

Analyst Ratings Changes

MSFT has been the topic of a number of recent analyst reports. Evercore decreased their target price on Microsoft from $640.00 to $580.00 and set an “outperform” rating on the stock in a research report on Thursday, January 29th. Cantor Fitzgerald reissued an “overweight” rating and issued a $590.00 price objective on shares of Microsoft in a research note on Thursday, January 29th. Oppenheimer restated an “outperform” rating on shares of Microsoft in a research report on Thursday, January 29th. Stifel Nicolaus reaffirmed a “hold” rating and set a $392.00 target price (down from $540.00) on shares of Microsoft in a research note on Thursday, February 5th. Finally, Guggenheim reiterated a “buy” rating and set a $586.00 price target on shares of Microsoft in a report on Thursday, January 22nd. Two research analysts have rated the stock with a Strong Buy rating, thirty-nine have given a Buy rating and four have issued a Hold rating to the stock. Based on data from MarketBeat.com, Microsoft presently has a consensus rating of “Moderate Buy” and a consensus target price of $591.95.

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).