Envestnet Portfolio Solutions Inc. Lowers Stock Holdings in Microsoft Corporation $MSFT

Envestnet Portfolio Solutions Inc. cut its stake in shares of Microsoft Corporation (NASDAQ:MSFT) by 1.6% in the third quarter, according to its most recent disclosure with the SEC. The firm owned 466,147 shares of the software giant’s stock after selling 7,413 shares during the period. Microsoft comprises about 0.9% of Envestnet Portfolio Solutions Inc.’s holdings, making the stock its 28th biggest holding. Envestnet Portfolio Solutions Inc.’s holdings in Microsoft were worth $241,441,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in the stock. Longfellow Investment Management Co. LLC boosted its position in Microsoft by 51.3% during the second quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant’s stock worth $29,000 after acquiring an additional 20 shares during the last quarter. Bayforest Capital Ltd purchased a new position in Microsoft in the 3rd quarter worth approximately $38,000. Sellwood Investment Partners LLC acquired a new position in shares of Microsoft during the 3rd quarter worth approximately $49,000. University of Illinois Foundation purchased a new stake in shares of Microsoft in the second quarter valued at approximately $50,000. Finally, LSV Asset Management acquired a new stake in shares of Microsoft in the fourth quarter valued at approximately $44,000. 71.13% of the stock is owned by hedge funds and other institutional investors.

Insider Activity at Microsoft

In other news, 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 directly owned 129,349 shares in the company, valued at approximately $63,577,620.48. This trade represents a 8.97% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Takeshi Numoto sold 2,850 shares of Microsoft stock in a transaction on Thursday, December 4th. The shares were sold at an average price of $478.72, for a total value 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 approximately $26,703,959.04. This trade represents a 4.86% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 0.03% of the stock is owned by corporate insiders.

Wall Street Analyst Weigh In

Several analysts have issued reports on the company. Stifel Nicolaus restated a “hold” rating and issued a $392.00 target price (down from $540.00) on shares of Microsoft in a report on Thursday, February 5th. Phillip Securities raised shares of Microsoft from a “moderate buy” rating to a “strong-buy” rating in a research report on Sunday, February 1st. Royal Bank Of Canada restated an “outperform” rating and set a $640.00 price objective on shares of Microsoft in a research report on Thursday, January 29th. New Street Research boosted their target price on shares of Microsoft from $670.00 to $675.00 and gave the company a “buy” rating in a report on Thursday, January 29th. Finally, DZ Bank reissued a “buy” rating on shares of Microsoft in a research note on Thursday, January 29th. Two equities research 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 company. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $591.95.

Microsoft Trading Down 1.1%

Shares of NASDAQ MSFT opened at $396.86 on Wednesday. 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 stock has a market capitalization of $2.95 trillion, a PE ratio of 24.82, a PEG ratio of 1.57 and a beta of 1.08. Microsoft Corporation has a twelve month low of $344.79 and a twelve month high of $555.45. The stock has a fifty day simple moving average of $457.04 and a 200-day simple moving average of $490.56.

Microsoft (NASDAQ:MSFT) last announced its earnings results on Wednesday, January 28th. The software giant reported $4.14 EPS for the quarter, beating analysts’ consensus estimates 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% on a year-over-year basis. During the same period last year, the business posted $3.23 EPS. On average, equities analysts forecast that Microsoft Corporation will post 13.08 earnings per share for the current year.

Microsoft Dividend Announcement

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 is Thursday, February 19th. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.9%. Microsoft’s payout ratio is 22.76%.

Microsoft News Roundup

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: SeekingAlpha notes a potential Azure reacceleration that could surprise Wall Street — if Azure growth reaccelerates, revenue and margin outlooks would improve and relieve some valuation pressure. Microsoft’s Azure Reacceleration Could Shock Wall Street
• Positive Sentiment: Coverage arguing Microsoft’s cloud + AI model provides stability — its subscription and enterprise backlog can sustain cash flow while MSFT invests in AI products like Copilot. Microsoft: Cloud And AI-Driven Stability
• Positive Sentiment: Market activity in AI infrastructure suggests durable demand: BlackRock’s big position in Nebius (an AI infra vendor used by MSFT) signals institutional conviction in AI data‑center buildouts that benefit Microsoft’s cloud services. Whale Watching: BlackRock’s Massive Bet on Nebius Group (MSFT)
• Positive Sentiment: Large external capital plans (e.g., Adani’s $100B AI data‑center push with Google & Microsoft ties) point to multi‑year cloud/demand tailwinds for hyperscalers. India’s Adani Group To Invest $100 Billion In AI Data Centers Amid Strategic Partnership With Google, Microsoft
• Neutral Sentiment: Macro bullish view: an AI productivity “miracle” case could lift long‑cycle earnings for cloud/AI leaders, but timing and calibration are uncertain. Scott Bessent’s Case for a 2026 AI Productivity Miracle
• Neutral Sentiment: Analysis noting MSFT’s pullback sets up a potential bull run if AI investments convert into durable revenue — but also highlights recent deceleration drivers that pressured the stock. Why Microsoft Stock Is Bracing For A Bull Run
• Negative Sentiment: Surveys and experts warn Big Tech may be overinvesting in AI infrastructure — that narrative is driving sector multiple compression and investor caution. Investing Experts Sound Alarm on Big Tech’s Massive AI Spending
• Negative Sentiment: Analyst headlines and downgrades (e.g., TipRanks coverage calling a “lose‑lose” scenario and Melius Research moving MSFT to Hold) are pressuring sentiment and can trigger short‑term selling. ‘A Lose-Lose Situation,’ Says Analyst as Microsoft Stock (MSFT) Faces Downgrade Melius Research Downgrades Microsoft Corporation (MSFT) Stock to Hold
• Negative Sentiment: Product/security risk: coverage of “AI recommendation poisoning” highlights emerging AI safety/reputational threats that could dent enterprise adoption or add compliance costs. “AI Recommendation Poisoning”: Microsoft Stock (NASDAQ:MSFT) Sinks on New Threat

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).