Microsoft Corporation $MSFT is Catalyst Financial Partners LLC’s 8th Largest Position

Catalyst Financial Partners LLC grew its position in Microsoft Corporation (NASDAQ:MSFT) by 2.8% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 45,227 shares of the software giant’s stock after acquiring an additional 1,246 shares during the quarter. Microsoft comprises 2.8% of Catalyst Financial Partners LLC’s holdings, making the stock its 8th largest position. Catalyst Financial Partners LLC’s holdings in Microsoft were worth $23,425,000 at the end of the most recent reporting period.

Other institutional investors have also recently made changes to their positions in the company. IRON Financial LLC lifted its holdings in Microsoft by 23.2% during the 3rd quarter. IRON Financial LLC now owns 6,510 shares of the software giant’s stock worth $3,372,000 after buying an additional 1,225 shares in the last quarter. Wellington Capital Management Inc. acquired a new stake in shares of Microsoft in the 2nd quarter valued at $9,941,000. Sound View Wealth Advisors Group LLC increased its stake in shares of Microsoft by 2.6% in the 2nd quarter. Sound View Wealth Advisors Group LLC now owns 94,120 shares of the software giant’s stock valued at $46,816,000 after buying an additional 2,373 shares during the period. Trifecta Capital Advisors LLC raised its position in shares of Microsoft by 2.3% during the third quarter. Trifecta Capital Advisors LLC now owns 70,175 shares of the software giant’s stock worth $36,347,000 after acquiring an additional 1,572 shares during the last quarter. Finally, Weaver Capital Management LLC lifted its stake in shares of Microsoft by 14.0% during the third quarter. Weaver Capital Management LLC now owns 18,340 shares of the software giant’s stock valued at $9,499,000 after acquiring an additional 2,247 shares during the period. 71.13% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

A number of research analysts have issued reports on the stock. Wells Fargo & Company cut their target price on shares of Microsoft from $630.00 to $615.00 and set an “overweight” rating on the stock in a research report on Thursday, January 29th. DZ Bank reiterated a “buy” rating on shares of Microsoft in a research report on Thursday, January 29th. Citigroup dropped their price target on shares of Microsoft from $660.00 to $635.00 and set a “buy” rating for the company in a research note 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 report on Thursday, February 5th. Finally, Rothschild & Co Redburn set a $450.00 price objective on shares of Microsoft in a research note on Wednesday, January 21st. Two research analysts have rated the stock with a Strong Buy rating, forty have given a Buy rating and four have given a Hold rating to the stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $591.95.

Microsoft Price Performance

NASDAQ:MSFT opened at $405.76 on Wednesday. Microsoft Corporation has a 52-week low of $344.79 and a 52-week high of $555.45. The company has a market cap of $3.01 trillion, a P/E ratio of 25.38, a P/E/G ratio of 1.60 and a beta of 1.10. The company has a debt-to-equity ratio of 0.09, a quick ratio of 1.38 and a current ratio of 1.39. The stock’s 50-day simple moving average is $432.22 and its 200 day simple moving average is $478.00.

Microsoft (NASDAQ:MSFT) last announced its quarterly earnings data on Wednesday, January 28th. The software giant reported $4.14 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.86 by $0.28. The company 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 prior year, the business posted $3.23 EPS. As a group, sell-side analysts forecast that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

Insider Activity at Microsoft

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

Microsoft News Summary

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Copilot Cowork (Anthropic’s Claude) rollout strengthens Microsoft’s enterprise AI roadmap and should drive Azure cloud consumption and seat-based revenue growth. Microsoft taps Anthropic for Copilot Cowork in push for AI agents
• Positive Sentiment: New E7 $99/user Microsoft 365 bundle (Copilot + enterprise agents) could accelerate Copilot adoption, raise ARPU and create stickier recurring revenue. Microsoft adds higher-priced Office tier with Copilot
• Positive Sentiment: Azure AI momentum and the company’s dual-model strategy (supporting both Anthropic and OpenAI models) sustain long-term cloud growth and give Microsoft optionality regardless of which models customers prefer. Microsoft Positioned to Win AI Race With Dual-Model Strategy
• Positive Sentiment: Board declared a quarterly dividend of $0.91 — provides income support and signals capital-return discipline. Microsoft announces quarterly dividend
• Neutral Sentiment: Microsoft filed an amicus brief supporting Anthropic’s request to pause the Pentagon’s supply-chain designation — this preserves customer access to Claude (and Azure consumption) but keeps MSFT exposed to an evolving regulatory/geopolitical story. Microsoft files amicus brief in support of Anthropic’s lawsuit with US DOD
• Neutral Sentiment: Mixed analyst commentary: some see the YTD pullback as a buying opportunity while others point to slower near-term Copilot enterprise rollouts — expect headline-driven intraday swings. Should You Buy Microsoft At $400?
• Negative Sentiment: Anthropic’s Pentagon dispute (supply‑chain designation and ensuing lawsuit) raises regulatory and policy risk that can spill into Microsoft given the partnership and federal contracting exposure. Anthropic sues to block Pentagon blacklisting
• Negative Sentiment: Sentiment pressure: an EVP disclosed a multi‑million dollar sale (12,321 shares) and short interest rose in February — both can amplify downside in a thin-volume, news-driven session. SEC Form 4 — Kathleen T. Hogan sale

About Microsoft

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).