Personal CFO Solutions LLC Buys 1,674 Shares of Microsoft Corporation $MSFT

Personal CFO Solutions LLC raised its stake in shares of Microsoft Corporation (NASDAQ:MSFT) by 5.1% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 34,677 shares of the software giant’s stock after acquiring an additional 1,674 shares during the period. Microsoft makes up 3.2% of Personal CFO Solutions LLC’s investment portfolio, making the stock its 3rd biggest holding. Personal CFO Solutions LLC’s holdings in Microsoft were worth $17,961,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds and other institutional investors also recently modified their holdings of the company. Longfellow Investment Management Co. LLC lifted its holdings in shares of Microsoft by 51.3% during the second quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant’s stock worth $29,000 after purchasing an additional 20 shares during the period. Bayforest Capital Ltd acquired a new position in Microsoft in the 3rd quarter valued at $38,000. LSV Asset Management purchased a new position in Microsoft during the 4th quarter worth $44,000. Sellwood Investment Partners LLC purchased a new position in Microsoft during the 3rd quarter worth $49,000. Finally, University of Illinois Foundation acquired a new stake in shares of Microsoft in the 2nd quarter worth $50,000. 71.13% of the stock is currently owned by hedge funds and other institutional investors.

Trending Headlines about 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?

Microsoft Stock Down 0.4%

Shares of NASDAQ MSFT opened at $408.96 on Monday. The stock has a market capitalization of $3.04 trillion, a price-to-earnings ratio of 25.58, a price-to-earnings-growth ratio of 1.60 and a beta of 1.10. Microsoft Corporation has a 52 week low of $344.79 and a 52 week high of $555.45. The firm has a 50-day moving average price of $435.41 and a 200 day moving average price of $479.38. 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 (NASDAQ:MSFT) last issued its earnings results 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 analyst estimates of $80.28 billion. During the same period in the prior year, the business posted $3.23 earnings per share. The firm’s revenue for the quarter was up 16.7% compared to the same quarter last year. Equities research analysts anticipate that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

Analyst Ratings Changes

MSFT has been the topic of several analyst reports. DA Davidson reaffirmed a “buy” rating and issued a $650.00 target price on shares of Microsoft in a report on Thursday, January 29th. Guggenheim reissued a “buy” rating and set a $586.00 price target on shares of Microsoft in a report on Thursday, January 22nd. Phillip Securities upgraded shares of Microsoft from a “moderate buy” rating to a “strong-buy” rating in a research report on Sunday, February 1st. JPMorgan Chase & Co. lowered their price objective on Microsoft from $575.00 to $550.00 and set an “overweight” rating on the stock in a report on Thursday, January 29th. Finally, Rothschild & Co Redburn set a $450.00 target price on Microsoft in a research report on Wednesday, January 21st. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-nine have assigned a Buy rating and four have assigned a Hold rating to the stock. According to MarketBeat, Microsoft presently has a consensus rating of “Moderate Buy” and an average price target of $591.95.

Insider Activity at Microsoft

In other news, Director John W. Stanton purchased 5,000 shares of the stock in a transaction that occurred on Wednesday, February 18th. The shares were acquired at an average price of $397.35 per share, for a total transaction of $1,986,750.00. Following the acquisition, the director directly owned 83,905 shares in the company, valued at approximately $33,339,651.75. The trade was a 6.34% increase in their position. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. 0.03% of the stock is owned by company insiders.

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).