Coldstream Capital Management Inc. Has $265.50 Million Stake in Microsoft Corporation $MSFT

Coldstream Capital Management Inc. decreased its stake in shares of Microsoft Corporation (NASDAQ:MSFT) by 0.6% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 512,592 shares of the software giant’s stock after selling 3,096 shares during the period. Microsoft makes up 3.6% of Coldstream Capital Management Inc.’s investment portfolio, making the stock its 5th largest holding. Coldstream Capital Management Inc.’s holdings in Microsoft were worth $265,497,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors also recently bought and sold shares of MSFT. IRON Financial LLC grew its holdings in Microsoft by 23.2% in the third quarter. IRON Financial LLC now owns 6,510 shares of the software giant’s stock worth $3,372,000 after purchasing an additional 1,225 shares during the period. Wellington Capital Management Inc. purchased a new position in shares of Microsoft during the second quarter valued at approximately $9,941,000. Sound View Wealth Advisors Group LLC boosted its position in shares of Microsoft by 2.6% in the 2nd quarter. Sound View Wealth Advisors Group LLC now owns 94,120 shares of the software giant’s stock worth $46,816,000 after purchasing an additional 2,373 shares in the last quarter. Trifecta Capital Advisors LLC boosted its position in shares of Microsoft by 2.3% in the 3rd quarter. Trifecta Capital Advisors LLC now owns 70,175 shares of the software giant’s stock worth $36,347,000 after purchasing an additional 1,572 shares in the last quarter. Finally, Weaver Capital Management LLC grew its stake in shares of 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 buying an additional 2,247 shares during the last quarter. 71.13% of the stock is owned by institutional investors.

Insider Transactions at Microsoft

In other Microsoft news, EVP Kathleen T. Hogan sold 12,321 shares of the business’s stock in a transaction dated Friday, March 6th. The stock was sold at an average price of $409.52, for a total transaction of $5,045,695.92. Following the completion of the sale, the executive vice president directly owned 137,933 shares in the company, valued at $56,486,322.16. The trade was a 8.20% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, Director John W. Stanton acquired 5,000 shares of the stock in a transaction dated Wednesday, February 18th. The stock was acquired 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 trade represents a 6.34% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Insiders own 0.03% of the company’s stock.

More Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Management unifies commercial and consumer Copilot teams to create a single Copilot product roadmap and experience; Jacob Andreou will lead Copilot work while Mustafa Suleyman shifts toward model research — a move investors view as improving focus and speeding product coherence/adoption. Microsoft unifies Copilot commercial and consumer product teams in unit rejig
• Positive Sentiment: Microsoft Research collaborates on a MicroLED-powered Active Optical Cable design with MediaTek to improve data‑center power efficiency — a technology that could lower operating costs for large-scale AI infrastructure over time. MediaTek Develops Active Optical Cable Technology with Microsoft Research
• Positive Sentiment: Microsoft is named as a collaborator in large AI compute deployments (Nscale’s West Virginia AI campus), reinforcing demand for Azure and cloud services tied to AI GPU capacity. That supports long‑run cloud revenue upside. Nscale and Microsoft Announce Collaboration with NVIDIA and Caterpillar
• Neutral Sentiment: Microsoft reports progress on healthcare AI (MAI-DxO) with strong diagnostic results in testing; promising for long-term TAM but commercial and regulatory paths remain uncertain. Microsoft Pushes Toward ‘Medical Superintelligence’ in Healthcare
• Neutral Sentiment: Broader tech competition in quantum computing intensifies (IBM ramping hybrid quantum-classical work); Microsoft is active in quantum but the landscape remains long‑term and uncertain. The New Threat IBM’s Quantum Computing Research Poses to D-Wave
• Negative Sentiment: Security concern: reporting suggests Microsoft Intune tooling may have been used in an attack on Stryker — raises questions about enterprise security controls and could spur customer scrutiny or contract risk if such incidents scale. Microsoft Stock (NASDAQ:MSFT) Slips, Intune Tool May Have Been Used Against Stryker

Microsoft Trading Down 0.1%

NASDAQ:MSFT opened at $399.41 on Wednesday. The company has a market cap of $2.97 trillion, a PE ratio of 24.98, a price-to-earnings-growth ratio of 1.56 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. The company has a 50 day simple moving average of $424.42 and a two-hundred day simple moving average of $474.29. Microsoft Corporation has a 12 month low of $344.79 and a 12 month high of $555.45.

Microsoft (NASDAQ:MSFT) last released its quarterly earnings results on Wednesday, January 28th. The software giant reported $4.14 earnings per share for the quarter, beating 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 firm had revenue of $81.27 billion for the quarter, compared to analysts’ expectations of $80.28 billion. During the same period in the prior year, the firm earned $3.23 EPS. The company’s revenue was up 16.7% compared to the same quarter last year. Research analysts forecast that Microsoft Corporation will post 13.08 earnings per share for the current year.

Microsoft Dividend Announcement

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

Wall Street Analyst Weigh In

A number of research analysts have issued reports on MSFT shares. Guggenheim reiterated a “buy” rating and set a $586.00 price objective on shares of Microsoft in a research note on Thursday, January 22nd. Scotiabank cut their target price on Microsoft from $650.00 to $600.00 and set a “sector outperform” rating on the stock in a research note on Thursday, January 29th. Bank of America lowered their price target on Microsoft from $640.00 to $520.00 and set a “buy” rating for the company in a research report on Monday, January 26th. JPMorgan Chase & Co. cut their price objective on shares of Microsoft from $575.00 to $550.00 and set an “overweight” rating on the stock in a research report on Thursday, January 29th. Finally, Daiwa Securities Group reduced their price objective on shares of Microsoft from $630.00 to $600.00 and set a “buy” rating for the company in a research note on Wednesday, February 4th. Two investment analysts have rated the stock with a Strong Buy rating, forty have assigned a Buy rating and four have given a Hold rating to the stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average 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).