Microsoft Corporation $MSFT Shares Bought by Fingerlakes Wealth Management Inc.

Fingerlakes Wealth Management Inc. increased its stake in shares of Microsoft Corporation (NASDAQ:MSFT) by 74.8% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 8,923 shares of the software giant’s stock after buying an additional 3,817 shares during the quarter. Microsoft comprises approximately 3.0% of Fingerlakes Wealth Management Inc.’s investment portfolio, making the stock its 9th biggest holding. Fingerlakes Wealth Management Inc.’s holdings in Microsoft were worth $4,622,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. AlphaQuest LLC boosted its holdings in Microsoft by 5.9% in the second quarter. AlphaQuest LLC now owns 342 shares of the software giant’s stock valued at $170,000 after purchasing an additional 19 shares during the last quarter. Seek First Inc. boosted its stake in shares of Microsoft by 1.5% in the second quarter. Seek First Inc. now owns 1,358 shares of the software giant’s stock worth $675,000 after buying an additional 20 shares during the last quarter. Level Financial Advisors boosted its stake in shares of Microsoft by 0.8% in the second quarter. Level Financial Advisors now owns 2,680 shares of the software giant’s stock worth $1,333,000 after buying an additional 20 shares during the last quarter. Red Mountain Financial LLC grew its holdings in Microsoft by 0.7% during the second quarter. Red Mountain Financial LLC now owns 2,761 shares of the software giant’s stock worth $1,373,000 after acquiring an additional 20 shares during the period. Finally, Onyx Financial Advisors LLC raised its position in Microsoft by 0.3% during the second quarter. Onyx Financial Advisors LLC now owns 7,108 shares of the software giant’s stock valued at $3,536,000 after acquiring an additional 20 shares in the last quarter. Institutional investors and hedge funds own 71.13% of the company’s stock.

Key Stories Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Q2 beat on top and bottom lines — EPS $4.14 and revenue $81.27B, with Microsoft Cloud topping $50B and Azure still growing robustly—this underpins the long‑term growth thesis. Microsoft beats Wall Street expectations
• Positive Sentiment: OpenAI and AI revenue contribution is material — the company reported meaningful gains tied to OpenAI that help justify the AI investment narrative. Microsoft gained $7.6 billion from OpenAI
• Neutral Sentiment: Microsoft unveiled its Maia 200 AI accelerator — a strategic product for in‑house AI capability, but commercial impact/timing is uncertain and longer term. Microsoft launches Maia 200 AI accelerator
• Negative Sentiment: Record AI capex spooked investors — Q2 capex (~$37.5B) rose sharply and management signaled continued heavy spending; markets worried about the timing and ROI of that investment. Microsoft sheds $430bn in market value as AI spending spooks investors
• Negative Sentiment: Investor reaction: a historic one‑day market‑cap wipe and broad tech weakness as traders rotated into names (like Meta) that showed clearer near‑term payoff from AI spend. Microsoft lost $357 billion in market cap as stock plunged
• Negative Sentiment: Analysts trimmed targets and flagged near‑term risk — several firms cut price targets or adjusted estimates citing slower Azure growth and heavier capex, increasing near‑term downside risk. These analysts slash their forecasts on Microsoft

Insider Buying and Selling at Microsoft

In other Microsoft news, EVP Takeshi Numoto sold 2,850 shares of the stock in a transaction dated Thursday, December 4th. The shares were sold at an average price of $478.72, for a total transaction of $1,364,352.00. Following the completion of the transaction, the executive vice president owned 55,782 shares of the company’s stock, valued at $26,703,959.04. This trade represents a 4.86% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, CEO Judson Althoff sold 12,750 shares of the business’s stock in a transaction that occurred on Tuesday, December 2nd. The shares were sold at an average price of $491.52, for a total transaction of $6,266,880.00. Following the completion of the sale, the chief executive officer directly owned 129,349 shares in the company, valued at $63,577,620.48. This trade represents a 8.97% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 54,100 shares of company stock worth $27,598,872 over the last quarter. 0.03% of the stock is currently owned by company insiders.

Microsoft Price Performance

MSFT stock opened at $433.50 on Friday. Microsoft Corporation has a 1 year low of $344.79 and a 1 year high of $555.45. The company has a debt-to-equity ratio of 0.10, a current ratio of 1.40 and a quick ratio of 1.39. The firm has a market capitalization of $3.22 trillion, a PE ratio of 27.11, a price-to-earnings-growth ratio of 1.94 and a beta of 1.07. The business has a 50 day simple moving average of $476.67 and a 200-day simple moving average of $500.21.

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. Microsoft had a net margin of 39.04% and a return on equity of 33.48%. The firm had revenue of $81.27 billion for the quarter, compared to analysts’ expectations of $80.28 billion. During the same quarter in the previous year, the company posted $3.23 EPS. The company’s revenue was up 16.7% compared to the same quarter last year. Equities research analysts anticipate that Microsoft Corporation will post 13.08 earnings per share for the current fiscal year.

Microsoft Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, March 12th. Shareholders of record on Thursday, February 19th will be paid a dividend of $0.91 per share. 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%.

Analyst Upgrades and Downgrades

A number of equities research analysts have recently commented on MSFT shares. Wedbush dropped their price objective on shares of Microsoft from $625.00 to $575.00 and set an “outperform” rating on the stock in a research note on Thursday. Evercore ISI decreased their price objective on shares of Microsoft from $640.00 to $580.00 and set an “outperform” rating for the company in a research report on Thursday. Scotiabank lowered their target price on shares of Microsoft from $650.00 to $600.00 and set a “sector outperform” rating on the stock in a research note on Thursday. HSBC upped their price target on Microsoft from $643.00 to $648.00 in a report on Monday, October 27th. Finally, Wells Fargo & Company reduced their target price on Microsoft from $630.00 to $615.00 and set an “overweight” rating for the company in a research note on Thursday. One investment analyst has rated the stock with a Strong Buy rating, thirty-eight have assigned a Buy rating and three have given a Hold rating to the stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $599.72.

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).