CreativeOne Wealth LLC Has $69.85 Million Holdings in Microsoft Corporation $MSFT

CreativeOne Wealth LLC lifted its stake in Microsoft Corporation (NASDAQ:MSFT) by 2.8% during the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 134,853 shares of the software giant’s stock after purchasing an additional 3,662 shares during the period. Microsoft accounts for approximately 1.7% of CreativeOne Wealth LLC’s holdings, making the stock its 8th largest holding. CreativeOne Wealth LLC’s holdings in Microsoft were worth $69,847,000 as of its most recent SEC filing.

Other institutional investors have also made changes to their positions in the company. Vanguard Group Inc. grew its position in shares of Microsoft by 2.0% during the 2nd quarter. Vanguard Group Inc. now owns 705,077,786 shares of the software giant’s stock worth $350,712,742,000 after buying an additional 13,691,572 shares during the period. State Street Corp raised its position in shares of Microsoft by 1.1% in the 2nd quarter. State Street Corp now owns 299,196,519 shares of the software giant’s stock valued at $148,823,341,000 after acquiring an additional 3,166,275 shares during the period. Geode Capital Management LLC boosted its stake in Microsoft by 2.0% during the 2nd quarter. Geode Capital Management LLC now owns 179,001,751 shares of the software giant’s stock worth $88,714,256,000 after acquiring an additional 3,532,054 shares during the last quarter. Norges Bank acquired a new position in Microsoft during the second quarter valued at approximately $50,493,678,000. Finally, Northern Trust Corp grew its holdings in Microsoft by 16.1% during the fourth quarter. Northern Trust Corp now owns 83,787,746 shares of the software giant’s stock valued at $35,316,535,000 after purchasing an additional 11,600,470 shares during the period. 71.13% of the stock is owned by institutional investors and hedge funds.

Microsoft Trading Down 0.7%

MSFT opened at $401.86 on Friday. The stock has a market capitalization of $2.98 trillion, a P/E ratio of 25.13, a P/E/G ratio of 1.58 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 firm’s fifty day simple moving average is $429.01 and its 200 day simple moving average is $476.96.

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 analysts’ consensus estimates of $3.86 by $0.28. Microsoft had a return on equity of 32.34% and a net margin of 39.04%.The firm had revenue of $81.27 billion during the quarter, compared to analysts’ expectations of $80.28 billion. During the same quarter in the prior year, the company earned $3.23 EPS. The company’s revenue was up 16.7% on a year-over-year basis. As a group, research analysts anticipate that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

Microsoft Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, June 11th. Investors of record on Thursday, May 21st will be issued a dividend of $0.91 per share. The ex-dividend date is Thursday, May 21st. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.9%. Microsoft’s dividend payout ratio (DPR) is presently 22.76%.

Insider Buying and Selling

In related news, EVP Kathleen T. Hogan sold 12,321 shares of Microsoft stock in a transaction that occurred on Friday, March 6th. The stock was sold at an average price of $409.52, for a total value of $5,045,695.92. Following the sale, the executive vice president owned 137,933 shares of the company’s stock, valued at approximately $56,486,322.16. This trade represents a 8.20% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director John W. Stanton bought 5,000 shares of the business’s stock in a transaction on Wednesday, February 18th. The stock was purchased at an average price of $397.35 per share, for a total transaction of $1,986,750.00. Following the purchase, the director directly owned 83,905 shares in the company, valued at approximately $33,339,651.75. This represents a 6.34% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. 0.03% of the stock is currently owned by company insiders.

Microsoft News Summary

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Sell‑side support remains strong — several firms have reiterated buys/outperform and bullish price targets, which underpins long‑term investor confidence. William Blair reiterates Outperform on Microsoft
• Positive Sentiment: Product/AI momentum — Microsoft is rolling out Copilot Health, agentic Copilot features across Office apps, and the new Microsoft 365 E7 AI bundle (adds Anthropic Claude Cowork, Agent 365, Entra), all of which support higher‑value commercial monetization and stickier cloud revenue. Copilot Health paves path to medical superintelligence
• Positive Sentiment: Social and trader sentiment is highlighting agentic Copilot and AI infrastructure leadership as reasons for near‑term support and potential upside if resistance breaks. Quiver Quant summary of Agentic Copilot buzz
• Neutral Sentiment: Xbox roadmap and gaming hardware (Project Helix prototypes to developers in 2027) bolster long‑term diversification but have limited near‑term revenue impact. CNBC on Project Helix
• Neutral Sentiment: Analyst price targets remain elevated (median targets well above current levels) and institutional positioning is mixed — supportive for a medium‑term recovery but not an immediate catalyst. Zacks on analyst views
• Negative Sentiment: High and rising capital expenditures for AI data centers are a near‑term earnings headwind; investor letters and coverage flag capex intensity as a reason MSFT has underperformed peers despite strong top‑line growth. InsiderMonkey on data center capex concerns
• Negative Sentiment: Leadership change — Rajesh Jha, a senior exec tied to Office/Copilot rollouts, is retiring; markets tend to discount execution risk when key product leaders depart. Reuters on Rajesh Jha retirement
• Negative Sentiment: Regulatory/political risk — Microsoft’s public support for Anthropic in its legal fight with the Pentagon raises short‑term uncertainty around government contracting and could create customer/contract exposure. FT: Microsoft backs Anthropic vs Pentagon
• Negative Sentiment: Macro and market‑structure risk — rotation out of megacap tech and warnings about midterm‑year volatility are pressuring MSFT along with peers. Technical support levels around the recent pullback are being watched by traders. MarketBeat mid‑March market warning

Wall Street Analyst Weigh In

Several research firms have weighed in on MSFT. KeyCorp cut their target price on shares of Microsoft from $630.00 to $600.00 and set an “overweight” rating on the stock in a report on Thursday, January 29th. Sanford C. Bernstein reissued an “outperform” rating and issued a $641.00 price target (down from $645.00) on shares of Microsoft in a report on Thursday, January 29th. The Goldman Sachs Group restated a “buy” rating on shares of Microsoft in a research report on Thursday, February 12th. Cantor Fitzgerald reaffirmed an “overweight” rating and set a $590.00 price objective on shares of Microsoft in a research note on Thursday, January 29th. Finally, Citigroup decreased their target price on Microsoft from $660.00 to $635.00 and set a “buy” rating for the company in a research note on Thursday, January 29th. Two investment analysts have rated the stock with a Strong Buy rating, forty have issued a Buy rating and four have assigned a Hold rating to the stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $591.95.

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).