Lindenwold Advisors INC Trims Position in Microsoft Corporation $MSFT

Lindenwold Advisors INC decreased its position in Microsoft Corporation (NASDAQ:MSFT) by 12.5% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 15,711 shares of the software giant’s stock after selling 2,242 shares during the period. Microsoft makes up 3.8% of Lindenwold Advisors INC’s portfolio, making the stock its 4th largest position. Lindenwold Advisors INC’s holdings in Microsoft were worth $8,138,000 at the end of the most recent quarter.

Several other hedge funds have also added to or reduced their stakes in MSFT. Mirabella Financial Services LLP increased its holdings in shares of Microsoft by 83.5% in the third quarter. Mirabella Financial Services LLP now owns 66,598 shares of the software giant’s stock worth $34,427,000 after acquiring an additional 30,303 shares in the last quarter. Farmers National Bank lifted its holdings in shares of Microsoft by 5.3% during the 3rd quarter. Farmers National Bank now owns 50,678 shares of the software giant’s stock valued at $26,249,000 after purchasing an additional 2,539 shares in the last quarter. AMS Capital Ltda lifted its holdings in shares of Microsoft by 4.9% during the 3rd quarter. AMS Capital Ltda now owns 88,347 shares of the software giant’s stock valued at $45,759,000 after purchasing an additional 4,124 shares in the last quarter. Saranac Partners Ltd grew its position in shares of Microsoft by 3.6% in the 3rd quarter. Saranac Partners Ltd now owns 23,415 shares of the software giant’s stock valued at $12,115,000 after purchasing an additional 810 shares during the period. Finally, Severin Investments LLC grew its position in shares of Microsoft by 46.1% in the 3rd quarter. Severin Investments LLC now owns 4,000 shares of the software giant’s stock valued at $2,072,000 after purchasing an additional 1,263 shares during the period. Institutional investors and hedge funds own 71.13% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research analysts have weighed in on MSFT shares. Robert W. Baird set a $540.00 price target on shares of Microsoft and gave the company an “outperform” rating in a research note on Thursday, January 29th. Melius Research set a $430.00 price objective on shares of Microsoft in a research report on Monday, February 9th. Wells Fargo & Company reduced their target price on shares of Microsoft from $630.00 to $615.00 and set an “overweight” rating for the company in a research note on Thursday, January 29th. BNP Paribas Exane increased their target price on Microsoft from $632.00 to $659.00 and gave the stock an “outperform” rating in a report on Tuesday, January 27th. Finally, TD Cowen reissued a “buy” rating on shares of Microsoft in a research note on Thursday, January 29th. Two analysts have rated the stock with a Strong Buy rating, thirty-nine have assigned a Buy rating and four have issued a Hold rating to the stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $591.87.

More Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: OpenAI tie-up is driving new customer wins and adoption of Microsoft AI products, supporting recurring revenue growth and Copilot monetization. How Microsoft’s (MSFT) OpenAI Partnership Is Bringing in a New Wave of Customers
• Positive Sentiment: Analysts point to an AI-fueled Azure surge and a large enterprise backlog (reported as a material competitive edge vs. peers like Adobe), supporting medium-term revenue upside. Microsoft vs. Adobe: Which Software Giant Has Better Upside Potential?
• Positive Sentiment: Strategic partner activity (e.g., Accenture collaborations and ecosystem integrations) reinforces Microsoft’s position in enterprise security and AI services, which can deepen customer stickiness and drive incremental services revenue. Accenture Expands AI-Driven Cybersecurity Capabilities with Microsoft Partnership
• Neutral Sentiment: Traders and retail investors are seeing increased options activity and yield strategies (but these are tactical, not fundamental). Some traders propose structured trades (butterfly, income ETFs) to play the pullback. Transform Microsoft Stock Weakness Into A $1,700 Payoff With A Butterfly Trade
• Neutral Sentiment: Large-cap active ETFs continue to hold Microsoft as a core position, which can stabilize flows even during sell-offs (institutional ETF flows are a background influence on demand).
• Negative Sentiment: OpenAI exclusivity appears at risk as OpenAI talks with Amazon, and reports say Microsoft is considering legal action — a potential breakdown of the partnership would materially weaken MSFT’s AI moat and Azure demand assumptions. Microsoft Weighs Legal Fight As OpenAI Amazon Talks Test Azure Edge
• Negative Sentiment: Policy/contract changes in local government dealings (NDAs and procurement) have been cited as a trigger for some municipal and public-sector deals to slow, which analysts say pressured the stock in intraday trading. No More NDAs: Microsoft Stock (NASDAQ:MSFT) Slumps After Change in Local Government Dealings
• Negative Sentiment: Security incidents continue to create headlines: a U.S. agency urged firms to harden a Microsoft endpoint tool after the Stryker attack, and reports of SharePoint being used as an attack vector raise enterprise risk and potential remediation costs. These keep risk-premiums elevated for MSFT. US agency asks companies to secure Microsoft tool after Stryker cyberattack
• Negative Sentiment: Investors remain concerned about rising infrastructure and AI compute costs that have pressured margins despite solid top-line beats; commentary that the stock has been “slammed” this year reflects worry about near-term margin compression and valuation re-rating. Microsoft Stock Has Been Absolutely Slammed This Year. Is It Finally Time to Buy?

Insider Activity at Microsoft

In other news, EVP Kathleen T. Hogan sold 12,321 shares of the company’s stock in a transaction that occurred on 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 sale, the executive vice president owned 137,933 shares in the company, valued at $56,486,322.16. This represents a 8.20% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this link. Also, Director John W. Stanton acquired 5,000 shares of the business’s stock in a transaction dated Wednesday, February 18th. The stock was bought at an average cost of $397.35 per share, with a total value of $1,986,750.00. Following the acquisition, the director owned 83,905 shares in the company, valued at $33,339,651.75. The trade was a 6.34% increase in their position. The disclosure for this purchase is available in the SEC filing. 0.03% of the stock is owned by insiders.

Microsoft Trading Down 2.0%

Shares of NASDAQ:MSFT opened at $381.35 on Friday. The company’s 50-day moving average price is $418.85 and its two-hundred day moving average price is $472.02. Microsoft Corporation has a one year low of $344.79 and a one year high of $555.45. The company has a debt-to-equity ratio of 0.09, a current ratio of 1.39 and a quick ratio of 1.38. The stock has a market capitalization of $2.83 trillion, a PE ratio of 23.85, a price-to-earnings-growth ratio of 1.49 and a beta of 1.10.

Microsoft (NASDAQ:MSFT) last announced its quarterly earnings data 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. The company had revenue of $81.27 billion during the quarter, compared to analysts’ expectations of $80.28 billion. Microsoft had a return on equity of 32.34% and a net margin of 39.04%.Microsoft’s revenue for the quarter was up 16.7% compared to the same quarter last year. During the same quarter last year, the company earned $3.23 EPS. On average, equities analysts forecast that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

Microsoft Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Thursday, June 11th. Shareholders of record on Thursday, May 21st will be paid a $0.91 dividend. This represents a $3.64 dividend on an annualized basis and a yield of 1.0%. The ex-dividend date is Thursday, May 21st. Microsoft’s dividend payout ratio (DPR) is currently 22.76%.

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).