Microsoft Corporation $MSFT Shares Bought by Vestmark Advisory Solutions Inc.

Vestmark Advisory Solutions Inc. grew its position in Microsoft Corporation (NASDAQ:MSFT) by 23.2% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 124,190 shares of the software giant’s stock after purchasing an additional 23,382 shares during the period. Microsoft makes up 1.2% of Vestmark Advisory Solutions Inc.’s holdings, making the stock its 12th largest position. Vestmark Advisory Solutions Inc.’s holdings in Microsoft were worth $64,324,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently modified their holdings of the company. WFA Asset Management Corp lifted its stake in Microsoft by 27.0% during the 1st 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 holdings 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 last quarter. Discipline Wealth Solutions LLC boosted its holdings in Microsoft by 410.4% in the third quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant’s stock valued at $1,144,000 after purchasing an additional 2,138 shares during the last quarter. Wealth Group Ltd. grew its position in Microsoft by 1.2% during 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 during the period. Finally, Eagle Capital Management LLC raised its stake in shares of Microsoft by 0.4% during the 4th quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant’s stock valued at $9,735,000 after buying an additional 96 shares during the last quarter. Institutional investors and hedge funds own 71.13% of the company’s stock.

Analyst Ratings Changes

A number of brokerages have recently commented on MSFT. Scotiabank lowered their target price on Microsoft from $650.00 to $600.00 and set a “sector outperform” rating on the stock in a research note on Thursday, January 29th. Sanford C. Bernstein reissued an “outperform” rating and issued a $641.00 price target (down from $645.00) on shares of Microsoft in a report on Thursday, January 29th. Stifel Nicolaus restated a “hold” rating and issued a $392.00 price objective (down from $540.00) on shares of Microsoft in a research report on Thursday, February 5th. DA Davidson reaffirmed a “buy” rating and set a $650.00 price objective on shares of Microsoft in a research note on Thursday, January 29th. Finally, Evercore decreased their target price on shares of Microsoft from $640.00 to $580.00 and set an “outperform” rating for the company in a research note on Thursday, January 29th. Two investment analysts have rated the stock with a Strong Buy rating, forty have given a Buy rating and four have assigned a Hold rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $591.95.

Microsoft Trading Up 0.1%

MSFT stock opened at $409.41 on Tuesday. Microsoft Corporation has a 12-month low of $344.79 and a 12-month high of $555.45. The business’s 50-day moving average is $433.86 and its 200 day moving average is $478.72. 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 cap of $3.04 trillion, a price-to-earnings ratio of 25.60, a PEG ratio of 1.60 and a beta of 1.10.

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 business 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%.The business’s revenue was up 16.7% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $3.23 earnings per share. On average, sell-side analysts anticipate that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

Insider Activity at Microsoft

In other news, Director John W. Stanton acquired 5,000 shares of Microsoft stock in a transaction that occurred on Wednesday, February 18th. The stock was purchased at an average cost of $397.35 per share, with a total value of $1,986,750.00. Following the purchase, the director owned 83,905 shares in the company, valued at $33,339,651.75. This trade represents a 6.34% increase in their ownership of the stock. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Kathleen T. Hogan sold 12,321 shares of the firm’s stock in a transaction on Friday, March 6th. The shares were sold at an average price of $409.52, for a total value of $5,045,695.92. Following the completion of the transaction, the executive vice president owned 137,933 shares in the company, valued at $56,486,322.16. The trade was a 8.20% decrease in their position. The disclosure for this sale is available in the SEC filing. 0.03% of the stock is currently owned by insiders.

Trending Headlines about Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft launched Copilot Cowork (AI agents powered by Anthropic’s Claude), reinforcing its enterprise AI roadmap and positioning Copilot as a platform to drive Azure consumption and seat-based revenue. Microsoft taps Anthropic for Copilot Cowork in push for AI agents
• Positive Sentiment: Microsoft rolled out an enterprise AI bundle and a higher-priced M365 tier (E7 / $99/user per month) that could accelerate Copilot adoption, lift average revenue per user, and create predictable recurring revenue. Microsoft Unveils AI-Centric $99-Per-User Software Bundle
• Neutral Sentiment: Microsoft is publicly keeping Anthropic-powered products available to many customers despite the Pentagon’s supply-chain designation of Anthropic — a move that preserves Microsoft’s access to Claude (and associated Azure consumption) but also keeps the company exposed to geopolitical/regulatory headlines. Microsoft Positioned to Win AI Race With Dual-Model Strategy
• Neutral Sentiment: Analysts and commentators are debating valuation after the stock’s pullback; some see the drop as a buying opportunity while others highlight slower Copilot adoption as a near-term headwind — this drives mixed analyst commentary that can amplify intraday moves. Should You Buy Microsoft At $400?
• Neutral Sentiment: Market rumors (e.g., around Xbox) have prompted “rumor control” headlines; these are short-lived but can create volatility in sentiment-driven trading sessions. “Blank Check” For Xbox? Microsoft Stock Dips as Rumor Control Sets In
• Negative Sentiment: An insider sale: EVP Kathleen Hogan disclosed a multi-million-dollar sale of MSFT shares (12,321 shares), which investors often view as a modest negative signal on near-term insider conviction. SEC Form 4 — Kathleen T. Hogan sale
• Negative Sentiment: Legal and safety risk: a lawsuit alleging inadequate AI safety around Microsoft/OpenAI products and Anthropic’s legal fight with the Pentagon keep regulatory and litigation risk on investors’ radars, potentially increasing compliance costs or leading to restrictions. Anthropic sues to block Pentagon blacklisting

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).