Microsoft Corporation $MSFT Shares Acquired by Jackson Grant Investment Advisers Inc.

Jackson Grant Investment Advisers Inc. increased its position in shares of Microsoft Corporation (NASDAQ:MSFT) by 9.4% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 18,078 shares of the software giant’s stock after acquiring an additional 1,546 shares during the period. Microsoft comprises 3.1% of Jackson Grant Investment Advisers Inc.’s investment portfolio, making the stock its 6th biggest position. Jackson Grant Investment Advisers Inc.’s holdings in Microsoft were worth $9,363,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently bought and sold shares of MSFT. Siligmueller & Norvid Wealth Advisors LLC grew its holdings in shares of Microsoft by 203.7% in the third quarter. Siligmueller & Norvid Wealth Advisors LLC now owns 5,594 shares of the software giant’s stock valued at $2,900,000 after purchasing an additional 3,752 shares in the last quarter. Personal CFO Solutions LLC boosted its position in Microsoft by 5.1% in the 3rd quarter. Personal CFO Solutions LLC now owns 34,677 shares of the software giant’s stock valued at $17,961,000 after buying an additional 1,674 shares during the period. Stevens Capital Management LP boosted its position in Microsoft by 288.7% in the 3rd quarter. Stevens Capital Management LP now owns 29,494 shares of the software giant’s stock valued at $15,276,000 after buying an additional 21,906 shares during the period. Darden Wealth Group Inc grew its stake in shares of Microsoft by 0.6% in the third quarter. Darden Wealth Group Inc now owns 17,841 shares of the software giant’s stock worth $9,241,000 after acquiring an additional 112 shares in the last quarter. Finally, Hillsdale Investment Management Inc. raised its stake in shares of Microsoft by 13.4% in the third quarter. Hillsdale Investment Management Inc. now owns 74,372 shares of the software giant’s stock valued at $38,521,000 after acquiring an additional 8,808 shares in the last quarter. 71.13% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling at Microsoft

In other Microsoft news, Director John W. Stanton bought 5,000 shares of the stock in a transaction dated Wednesday, February 18th. The shares were acquired at an average cost of $397.35 per share, for a total transaction of $1,986,750.00. Following the completion of the transaction, the director owned 83,905 shares in the company, valued at approximately $33,339,651.75. The trade was a 6.34% increase in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this link. Insiders own 0.03% of the company’s stock.

Analyst Upgrades and Downgrades

MSFT has been the topic of several recent research reports. Wall Street Zen downgraded Microsoft from a “buy” rating to a “hold” rating in a report on Sunday, January 18th. New Street Research raised 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. Sanford C. Bernstein reiterated an “outperform” rating and set a $641.00 price target (down from $645.00) on shares of Microsoft in a report on Thursday, January 29th. KeyCorp reduced 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. Finally, DZ Bank reiterated a “buy” rating 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 given a Buy rating and four have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $591.95.

Key Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Jefferies reiterates a bullish view on Microsoft, naming MSFT its leading AI investment and assigning a $675 price target — a vote of confidence that supports upside for the stock. Jefferies Names Microsoft (MSFT) Stock Its Leading AI Investment With $675 Price Target
• Positive Sentiment: Microsoft signed an AI collaboration with Codelco (Chile’s state miner) to evaluate AI, automation and analytics for mining — another enterprise win that strengthens Azure/Microsoft AI cash flows over time. Codelco, Microsoft sign AI deal for mining operations
• Positive Sentiment: OpenAI’s large funding round and continued strategic ties give Microsoft breathing room around its AI investments and partnerships, reducing near-term partnership tail-risk. OpenAI Funding Gives Microsoft (MSFT) Stock Breathing Space
• Neutral Sentiment: Microsoft says it will continue integrating Anthropic’s Claude into products despite the Pentagon labeling Anthropic a “supply chain risk” — continuity for product roadmaps but with some government-contract uncertainty. Microsoft (MSFT) Maintains Anthropic Claude Integration Despite Pentagon Supply Chain Ban
• Neutral Sentiment: Google and Microsoft both said Anthropic remains available for non-defense projects, which limits immediate disruption but keeps regulatory headlines in play. Google joins Microsoft in telling users Anthropic is still available outside defense projects
• Neutral Sentiment: Options strategists and some investors view the pullback as a buying opportunity (protective collar strategies highlighted), indicating increased interest from longer-term/hedged buyers even amid volatility. Trade the Deep Value and Dubious Option Pricing in Microsoft Stock with This 1 Great Options Strategy
• Negative Sentiment: Analysts and commentators flag downside risk before MSFT can justify very high targets — concerns center on heavy AI-related capex, moderating Azure growth and margin pressure despite long-term upside. That debate is creating selling pressure and volatility. Buy the Dip or Wait? Analyst Flags Downside Risk Before $680 Breakout In Microsoft (MSFT) Stock
• Negative Sentiment: Regulatory risk: Japan’s antitrust probe into Microsoft’s cloud/software practices adds regional legal uncertainty that could weigh on valuation multiple or deal activity in Asia. Microsoft Faces Japan Antitrust Probe As Gaming Shifts And AI Deals Grow
• Negative Sentiment: Broader market pressures — rising yields, higher energy prices and sector rotation — are pulling down high-multiple software names; Microsoft’s heavy AI spend makes it more sensitive to sentiment swings despite strong fundamentals. How Microsoft Stock Falls To $325?

Microsoft Price Performance

Shares of NASDAQ:MSFT opened at $408.96 on Monday. The company has a debt-to-equity ratio of 0.09, a current ratio of 1.39 and a quick ratio of 1.38. Microsoft Corporation has a 12 month low of $344.79 and a 12 month high of $555.45. The firm has a market capitalization of $3.04 trillion, a P/E ratio of 25.58, a P/E/G ratio of 1.60 and a beta of 1.10. The company’s fifty day moving average price is $435.41 and its 200 day moving average price is $479.38.

Microsoft (NASDAQ:MSFT) last posted its earnings results on Wednesday, January 28th. The software giant reported $4.14 EPS for the quarter, topping analysts’ consensus estimates of $3.86 by $0.28. The business had revenue of $81.27 billion for 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%.The business’s revenue was up 16.7% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $3.23 earnings per share. As a group, sell-side analysts predict that Microsoft Corporation will post 13.08 earnings per share for the current fiscal year.

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).