Microsoft Corporation $MSFT Shares Sold by Curated Wealth Partners LLC

Curated Wealth Partners LLC lessened its stake in shares of Microsoft Corporation (NASDAQ:MSFT) by 30.3% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 11,024 shares of the software giant’s stock after selling 4,796 shares during the period. Microsoft makes up about 0.6% of Curated Wealth Partners LLC’s portfolio, making the stock its 18th biggest position. Curated Wealth Partners LLC’s holdings in Microsoft were worth $5,331,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds have also bought and sold shares of the company. Vanguard Group Inc. increased its position in shares of Microsoft by 2.0% in the 2nd quarter. Vanguard Group Inc. now owns 705,077,786 shares of the software giant’s stock valued at $350,712,742,000 after acquiring an additional 13,691,572 shares during the period. State Street Corp lifted its position in Microsoft by 1.1% during the 2nd quarter. State Street Corp now owns 299,196,519 shares of the software giant’s stock worth $148,823,341,000 after acquiring an additional 3,166,275 shares during the period. Geode Capital Management LLC grew 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 valued at $88,714,256,000 after purchasing an additional 3,532,054 shares during the last quarter. Norges Bank purchased a new stake in Microsoft during the 2nd quarter valued at about $50,493,678,000. Finally, Northern Trust Corp increased its holdings in shares of Microsoft by 16.1% in 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. Institutional investors and hedge funds own 71.13% of the company’s stock.

More Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft rolled out AI upgrades including Copilot Cowork (task execution across Microsoft 365) — a product catalyst that could accelerate enterprise adoption of paid Copilot features and support cloud consumption. Microsoft unveils AI upgrades, rolls out Copilot Cowork
• Positive Sentiment: Microsoft committed ~$1 billion to expand cloud and AI infrastructure in Thailand — a multi‑year capex program that boosts Azure footprint and long‑term revenue opportunity in Southeast Asia. Microsoft plans $1 billion investment in Thailand
• Positive Sentiment: Bridgewater/Ray Dalio lists Microsoft among top buys — public endorsements and large institutional stakes (mentioned in coverage) can support demand at beaten-down prices. 5 Best Stocks to Buy According to Billionaire Ray Dalio
• Neutral Sentiment: Bank/analyst discussions (BofA notes) highlight investor feedback on market share dynamics with CoreWeave and valuation — informative for how investors are re‑setting MSFT’s AI infrastructure positioning. BofA highlights investor feedback on Microsoft/CoreWeave
• Neutral Sentiment: Partner ecosystem updates (IGEL, Centrilogic, others) extend Windows 365/Azure adoption in verticals — steady commercial traction but limited immediate revenue surprise. IGEL releases joint reference architectures with Microsoft
• Negative Sentiment: UK competition regulator (CMA) opened a probe into Microsoft’s business‑software ecosystem and cloud licensing practices — increases regulatory risk, potential remediation costs or forced commercial changes in a key market. UK to launch antitrust probe into Microsoft’s business software
• Negative Sentiment: Market headlines flagged Microsoft’s steep quarterly selloff and investor anxiety over AI ROI and Copilot monetization — coverage calls it the worst quarterly drop since 2008, which amplifies sentiment‑driven selling pressure. Microsoft closes worst quarter on Wall Street since 2008
• Negative Sentiment: Several shops have cut ratings or flagged valuation compression as FY26 capex and margin pressure are re‑priced into shares — analyst downgrades contribute to near‑term downside risk. ExxonMobil Upgraded, Microsoft Downgraded

Insider Buying and Selling

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 completion of the transaction, the executive vice president directly owned 137,933 shares of the company’s stock, valued at $56,486,322.16. This represents a 8.20% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through this link. Also, Director John W. Stanton bought 5,000 shares of the firm’s stock in a transaction dated 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 transaction, 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 ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. 0.03% of the stock is owned by insiders.

Analysts Set New Price Targets

A number of equities research analysts recently commented on the company. KeyCorp decreased their target price on Microsoft from $630.00 to $600.00 and set an “overweight” rating for the company in a report on Thursday, January 29th. Piper Sandler reiterated an “overweight” rating and issued a $600.00 price target (down from $650.00) on shares of Microsoft in a report on Thursday, January 29th. Sanford C. Bernstein reissued an “outperform” rating and set a $641.00 price target (down from $645.00) on shares of Microsoft in a research report on Thursday, January 29th. Bank of America began coverage on shares of Microsoft in a research note on Tuesday, March 24th. They set a “buy” rating and a $500.00 price objective for the company. Finally, Barclays reaffirmed an “overweight” rating on shares of Microsoft in a report on Monday, March 9th. Two research analysts have rated the stock with a Strong Buy rating, thirty-eight have assigned a Buy rating and five have assigned a Hold rating to the company. According to data from MarketBeat, Microsoft currently has an average rating of “Moderate Buy” and a consensus target price of $588.97.

Microsoft Trading Up 3.1%

MSFT stock opened at $370.17 on Wednesday. Microsoft Corporation has a 52-week low of $344.79 and a 52-week high of $555.45. The company has a quick ratio of 1.38, a current ratio of 1.39 and a debt-to-equity ratio of 0.09. The firm has a market cap of $2.75 trillion, a P/E ratio of 23.15, a PEG ratio of 1.36 and a beta of 1.10. The company’s 50-day simple moving average is $405.66 and its 200-day simple moving average is $465.22.

Microsoft (NASDAQ:MSFT) last announced 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. The firm had revenue of $81.27 billion during the quarter, compared to analyst estimates 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 in the previous year, the business earned $3.23 EPS. As a group, equities analysts forecast that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

Microsoft Dividend Announcement

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