Lockheed Martin Investment Management Co. Lowers Position in Microsoft Corporation $MSFT

Lockheed Martin Investment Management Co. reduced its position in Microsoft Corporation (NASDAQ:MSFT) by 21.4% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 262,690 shares of the software giant’s stock after selling 71,570 shares during the quarter. Microsoft comprises approximately 5.0% of Lockheed Martin Investment Management Co.’s investment portfolio, making the stock its 5th biggest holding. Lockheed Martin Investment Management Co.’s holdings in Microsoft were worth $136,060,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently made changes to their positions in the business. Norges Bank purchased a new position in Microsoft during the 2nd quarter worth $50,493,678,000. Nuveen LLC acquired a new stake in Microsoft in the first quarter worth about $18,733,827,000. Laurel Wealth Advisors LLC grew its stake in shares of Microsoft by 49,640.3% during the second quarter. Laurel Wealth Advisors LLC now owns 29,967,038 shares of the software giant’s stock worth $14,905,904,000 after acquiring an additional 29,906,791 shares during the last quarter. Vanguard Group Inc. grew its stake in shares of Microsoft by 2.0% during the second quarter. Vanguard Group Inc. now owns 705,077,786 shares of the software giant’s stock worth $350,712,742,000 after acquiring an additional 13,691,572 shares during the last quarter. Finally, Northern Trust Corp increased its holdings in shares of Microsoft by 16.1% during 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 acquiring an additional 11,600,470 shares in the last quarter. Hedge funds and other institutional investors own 71.13% of the company’s stock.

More Microsoft News

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

Insider Buying and Selling

In other news, CEO Judson Althoff sold 12,750 shares of the company’s stock in a transaction that occurred on Tuesday, December 2nd. The stock was sold at an average price of $491.52, for a total transaction of $6,266,880.00. Following the completion of the transaction, the chief executive officer directly owned 129,349 shares of the company’s stock, valued at $63,577,620.48. This represents a 8.97% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through this link. Also, EVP Takeshi Numoto sold 2,850 shares of the stock in a transaction that occurred 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 transaction, the executive vice president owned 55,782 shares in the company, valued at $26,703,959.04. This trade represents a 4.86% decrease in their position. The disclosure for this sale is available in the SEC filing. Corporate insiders own 0.03% of the company’s stock.

Analyst Ratings Changes

Several analysts have weighed in on the stock. Phillip Securities raised shares of Microsoft from a “moderate buy” rating to a “strong-buy” rating in a research report on Sunday, February 1st. KeyCorp dropped their price objective on shares of Microsoft from $630.00 to $600.00 and set an “overweight” rating on the stock in a report on Thursday, January 29th. BNP Paribas Exane upped their target price on Microsoft from $632.00 to $659.00 and gave the company an “outperform” rating in a research report on Tuesday, January 27th. Mizuho lowered their price target on Microsoft from $640.00 to $620.00 and set an “outperform” rating for the company in a research report on Wednesday, January 21st. Finally, Cantor Fitzgerald reiterated an “overweight” rating and set a $590.00 price target on shares of Microsoft in a research note on Thursday, January 29th. Two analysts have rated the stock with a Strong Buy rating, thirty-nine have issued a Buy rating and four have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $591.95.

Microsoft Trading Down 1.1%

Microsoft stock opened at $396.86 on Wednesday. The firm has a market cap of $2.95 trillion, a PE ratio of 24.82, a P/E/G ratio of 1.57 and a beta of 1.08. Microsoft Corporation has a 12 month low of $344.79 and a 12 month high of $555.45. The stock’s 50 day simple moving average is $457.04 and its two-hundred day simple moving average is $490.56. The company has a current ratio of 1.39, a quick ratio of 1.38 and a debt-to-equity ratio of 0.09.

Microsoft (NASDAQ:MSFT) last released its quarterly earnings results on Wednesday, January 28th. The software giant reported $4.14 EPS for the quarter, beating the consensus estimate of $3.86 by $0.28. The company had revenue of $81.27 billion for the quarter, compared to analyst estimates of $80.28 billion. Microsoft had a net margin of 39.04% and a return on equity of 32.34%. The firm’s revenue was up 16.7% on a year-over-year basis. During the same quarter last year, the business earned $3.23 earnings per share. Analysts anticipate that Microsoft Corporation will post 13.08 earnings per share for the current year.

Microsoft Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, March 12th. Investors of record on Thursday, February 19th will be paid a $0.91 dividend. This represents a $3.64 annualized dividend and a dividend yield of 0.9%. The ex-dividend date is Thursday, February 19th. Microsoft’s payout ratio is currently 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).