Cyndeo Wealth Partners LLC lifted its position in shares of Microsoft Corporation (NASDAQ:MSFT – Free Report) by 3.2% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 170,553 shares of the software giant’s stock after purchasing an additional 5,355 shares during the period. Microsoft accounts for approximately 4.4% of Cyndeo Wealth Partners LLC’s investment portfolio, making the stock its biggest holding. Cyndeo Wealth Partners LLC’s holdings in Microsoft were worth $82,483,000 at the end of the most recent reporting period.
Several other institutional investors have also added to or reduced their stakes in MSFT. Panoramic Capital Partners LLC increased its position in Microsoft by 0.4% during the 4th quarter. Panoramic Capital Partners LLC now owns 17,425 shares of the software giant’s stock worth $8,427,000 after buying an additional 70 shares during the period. New England Research & Management Inc. increased its position in Microsoft by 18.4% during the fourth quarter. New England Research & Management Inc. now owns 14,955 shares of the software giant’s stock worth $7,233,000 after acquiring an additional 2,325 shares during the period. Magnus Financial Group LLC raised its stake in Microsoft by 4.9% in the 4th quarter. Magnus Financial Group LLC now owns 33,223 shares of the software giant’s stock worth $16,067,000 after purchasing an additional 1,561 shares in the last quarter. Impact Capital Partners LLC boosted its holdings in Microsoft by 0.6% in the 4th quarter. Impact Capital Partners LLC now owns 40,800 shares of the software giant’s stock valued at $19,732,000 after purchasing an additional 255 shares during the period. Finally, Henrickson Nauta Wealth Advisors Inc. grew its position in shares of Microsoft by 75.0% during the 4th quarter. Henrickson Nauta Wealth Advisors Inc. now owns 6,056 shares of the software giant’s stock worth $2,898,000 after purchasing an additional 2,595 shares in the last quarter. 71.13% of the stock is currently owned by institutional investors.
Microsoft Stock Performance
Shares of MSFT stock opened at $371.04 on Thursday. The firm has a market capitalization of $2.76 trillion, a price-to-earnings ratio of 23.20, a PEG ratio of 1.47 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 business’s 50-day moving average price is $413.24 and its 200-day moving average price is $469.35. Microsoft Corporation has a 12 month low of $344.79 and a 12 month high of $555.45.
Microsoft Dividend Announcement
The business also recently announced a quarterly dividend, which will be paid on Thursday, June 11th. Investors of record on Thursday, May 21st will be given a dividend of $0.91 per share. This represents a $3.64 annualized dividend and a yield of 1.0%. The ex-dividend date of this dividend is Thursday, May 21st. Microsoft’s dividend payout ratio (DPR) is currently 22.76%.
Analyst Upgrades and Downgrades
A number of equities research analysts have recently weighed in on MSFT shares. Wells Fargo & Company dropped their price target on shares of Microsoft from $630.00 to $615.00 and set an “overweight” rating for the company in a research report on Thursday, January 29th. Bank of America began coverage on Microsoft in a report on Tuesday. They set a “buy” rating and a $500.00 target price on the stock. Mizuho dropped their price target on Microsoft from $640.00 to $620.00 and set an “outperform” rating for the company in a research note on Wednesday, January 21st. Wall Street Zen downgraded shares of Microsoft from a “buy” rating to a “hold” rating in a research note on Sunday, January 18th. Finally, Morgan Stanley restated an “overweight” rating on shares of Microsoft in a research report on Thursday, January 29th. Two analysts have rated the stock with a Strong Buy rating, thirty-eight have issued a Buy rating and five have given a Hold rating to the stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $588.97.
Read Our Latest Stock Analysis on MSFT
More Microsoft News
Here are the key news stories impacting Microsoft this week:
- Positive Sentiment: BofA reinstated coverage with a Buy and a $500 price target, highlighting Azure and Copilot as drivers for multiyear upside. BofA Projects 31% Rally
- Positive Sentiment: Microsoft and Nvidia unveiled an AI partnership aimed at accelerating nuclear-energy design and operations — a potential new commercial use case that underscores enterprise AI tailwinds. Microsoft, Nvidia Team Up To Build AI-Powered Nuclear Energy Future
- Neutral Sentiment: Leadership and HR changes (including the departure of Microsoft’s diversity chief and a wider HR reorganization) are underway — operationally important but with an unclear near-term impact on revenue. Microsoft’s diversity chief is leaving
- Negative Sentiment: MarketWatch reports this is MSFT’s worst quarter in 17 years, citing weak near-term trends in cloud and software that may not be quickly fixed — a primary driver of negative sentiment. Microsoft’s stock is having its worst quarter in 17 years
- Negative Sentiment: UBS trimmed its 12‑month price target (from $600 to $510), flagging investor scrutiny on M365 and Copilot monetization — a sign analysts see slower near-term upside even if long‑term views remain constructive. Microsoft price target lowered on M365, Copilot questions
- Negative Sentiment: OpenAI’s investor document lists heavy reliance on Microsoft for financing and compute as a top risk — this disclosure increases perceived counterparty/partner concentration risk. OpenAI Flags Microsoft as ‘Top Risk’
- Negative Sentiment: Coverage noting Copilot retention/monetization issues and rising AI infrastructure spending suggests the stock will need clearer product traction or margin evidence to resume a sustainable rally. Microsoft Shows “Sense of Urgency,” But MSFT Stock Will Only Rally on This Condition
Insider Activity
In related news, Director John W. Stanton bought 5,000 shares of Microsoft stock in a transaction that occurred on Wednesday, February 18th. The shares were acquired at an average cost of $397.35 per share, for a total transaction of $1,986,750.00. Following the completion of the acquisition, the director directly owned 83,905 shares of the company’s stock, valued at approximately $33,339,651.75. The trade was a 6.34% increase in their position. The purchase was disclosed in a document filed with the SEC, which is available at the SEC website. Also, EVP Kathleen T. Hogan sold 12,321 shares of the firm’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 transaction, the executive vice president owned 137,933 shares of the company’s stock, valued at approximately $56,486,322.16. The trade was a 8.20% decrease in their position. The SEC filing for this sale provides additional information. 0.03% of the stock is currently owned by insiders.
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).
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