Groesbeck Investment Management Corp NJ Cuts Position in Microsoft Corporation $MSFT

Groesbeck Investment Management Corp NJ lowered its stake in Microsoft Corporation (NASDAQ:MSFT) by 24.0% in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 4,116 shares of the software giant’s stock after selling 1,300 shares during the quarter. Microsoft accounts for approximately 4.2% of Groesbeck Investment Management Corp NJ’s portfolio, making the stock its 5th largest position. Groesbeck Investment Management Corp NJ’s holdings in Microsoft were worth $2,132,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also bought and sold shares of MSFT. WFA Asset Management Corp grew its stake in Microsoft by 27.0% in the first quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant’s stock valued at $427,000 after acquiring an additional 216 shares during the period. Ironwood Wealth Management LLC. raised its position in shares of Microsoft by 0.3% during the second quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant’s stock worth $5,658,000 after purchasing an additional 38 shares during the period. Discipline Wealth Solutions LLC lifted its holdings in shares of Microsoft by 410.4% in the 3rd quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant’s stock worth $1,144,000 after purchasing an additional 2,138 shares in the last quarter. Wealth Group Ltd. lifted its holdings in shares of Microsoft by 1.2% in the 4th quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant’s stock worth $1,000,000 after purchasing an additional 28 shares in the last quarter. Finally, Eagle Capital Management LLC grew its position in Microsoft by 0.4% in the 4th quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant’s stock valued at $9,735,000 after purchasing an additional 96 shares during the period. 71.13% of the stock is owned by institutional investors.

Microsoft Stock Up 0.9%

MSFT stock opened at $470.28 on Tuesday. The stock has a fifty day moving average of $477.94 and a 200-day moving average of $500.97. Microsoft Corporation has a fifty-two week low of $344.79 and a fifty-two week high of $555.45. The company has a market capitalization of $3.50 trillion, a price-to-earnings ratio of 33.45, a PEG ratio of 1.88 and a beta of 1.07. The company has a debt-to-equity ratio of 0.10, a quick ratio of 1.39 and a current ratio of 1.40.

Microsoft (NASDAQ:MSFT) last released its quarterly earnings data on Wednesday, October 29th. The software giant reported $4.13 EPS for the quarter, beating the consensus estimate of $3.65 by $0.48. The business had revenue of $77.67 billion for the quarter, compared to the consensus estimate of $75.49 billion. Microsoft had a net margin of 35.71% and a return on equity of 32.45%. The company’s revenue was up 18.4% compared to the same quarter last year. During the same period in the prior year, the firm earned $3.30 earnings per share. As a group, equities research analysts predict that Microsoft Corporation will post 13.08 earnings per share for the current year.

Microsoft Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, March 12th. Investors of record on Thursday, February 19th will be issued a $0.91 dividend. The ex-dividend date of this dividend is Thursday, February 19th. This represents a $3.64 annualized dividend and a yield of 0.8%. Microsoft’s dividend payout ratio (DPR) is 25.89%.

Analysts Set New Price Targets

Several research firms have weighed in on MSFT. Stifel Nicolaus lowered their price objective on shares of Microsoft from $640.00 to $520.00 and set a “buy” rating on the stock in a report on Monday. Oppenheimer restated an “outperform” rating on shares of Microsoft in a report on Thursday, October 30th. Rothschild Redb downgraded Microsoft from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, November 18th. DA Davidson reissued a “buy” rating and set a $650.00 price objective on shares of Microsoft in a report on Thursday, December 4th. Finally, Redburn Partners set a $450.00 target price on Microsoft in a report on Wednesday, January 21st. Three investment analysts have rated the stock with a Strong Buy rating, thirty-five have issued a Buy rating and three have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock presently has an average rating of “Buy” and a consensus price target of $611.87.

Insider Activity at Microsoft

In other Microsoft news, insider Bradford L. Smith sold 38,500 shares of the business’s stock in a transaction on Monday, November 3rd. The shares were sold at an average price of $518.64, for a total transaction of $19,967,640.00. Following the sale, the insider owned 461,597 shares of the company’s stock, valued at $239,402,668.08. The trade was a 7.70% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, CEO Judson Althoff sold 12,750 shares of the stock in a transaction on Tuesday, December 2nd. The stock was sold at an average price of $491.52, for a total value of $6,266,880.00. Following the sale, the chief executive officer owned 129,349 shares in the company, valued at approximately $63,577,620.48. This represents a 8.97% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 54,100 shares of company stock worth $27,598,872. Corporate insiders own 0.03% of the company’s stock.

Key Stories Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft launched the Maia 200 AI inference chip, which the company says delivers roughly 30% better performance-per-dollar and will be deployed in U.S. data centers — a direct play on lowering inference costs, improving gross margins for Azure/Copilot, and reducing reliance on third-party GPUs. Read More.
• Positive Sentiment: Sell‑side and independent analysts are broadly bullish ahead of Q2, forecasting strong Azure and AI adoption that could drive another “robust” quarter; several previews expect revenue and AI‑driven growth to beat or justify premium multiples. Read More.
• Neutral Sentiment: Upcoming Q2 earnings (Jan. 28) and the Fed meeting make this a volatile catalyst week — investors are focused on forward guidance and margins (not just trailing revenue), so the stock could swing on the tone of management’s commentary. Read More.
• Neutral Sentiment: Analyst price‑target moves are mixed: some firms trimmed targets (Bank of America lowered its PT), while others maintain buy/outperform ratings — this produces conflicting near‑term signals despite a generally bullish long‑term view. Read More.
• Negative Sentiment: Regulatory/legal risk: a class‑action suit targets an AI hiring tool (Eightfold) used by Microsoft and others, raising headline risk around AI product governance and potential reputational/legal costs. Read More.

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).