Microsoft Corporation $MSFT is CIBC Private Wealth Group LLC’s Largest Position

CIBC Private Wealth Group LLC trimmed its stake in Microsoft Corporation (NASDAQ:MSFT) by 1.7% during the third quarter, according to its most recent 13F filing with the SEC. The firm owned 6,595,287 shares of the software giant’s stock after selling 114,023 shares during the period. Microsoft comprises 5.8% of CIBC Private Wealth Group LLC’s investment portfolio, making the stock its biggest holding. CIBC Private Wealth Group LLC owned approximately 0.09% of Microsoft worth $3,416,029,000 as of its most recent filing with the SEC.

A number of other hedge funds have also recently made changes to their positions in MSFT. LifeGoal Investments LLC raised its position in Microsoft by 2.8% in the third quarter. LifeGoal Investments LLC now owns 1,749 shares of the software giant’s stock valued at $906,000 after purchasing an additional 47 shares during the period. Petix & Botte Co grew its stake in shares of Microsoft by 2.1% in the third quarter. Petix & Botte Co now owns 4,908 shares of the software giant’s stock valued at $2,542,000 after buying an additional 100 shares in the last quarter. CIBC Bancorp USA Inc. purchased a new stake in shares of Microsoft in the 3rd quarter valued at $1,238,680,000. Magnolia Wealth Management LLC acquired a new position in Microsoft during the 3rd quarter worth about $1,596,000. Finally, Tcfg Wealth Management LLC boosted its holdings in Microsoft by 1.9% during the 3rd quarter. Tcfg Wealth Management LLC now owns 10,360 shares of the software giant’s stock valued at $5,366,000 after acquiring an additional 196 shares during the period. Hedge funds and other institutional investors own 71.13% of the company’s stock.

Microsoft News Roundup

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Product/partnership wins that support Azure and Copilot monetization—Microsoft announced integrations and partner expansions that help drive enterprise adoption of Copilot and Fabric, which support long-term revenue growth. What Microsoft (MSFT)’s Lumel-Fabric Integration Means For Shareholders
• Positive Sentiment: Accenture announced a collaboration to embed “agentic” security and resilience into managed detection and response using Microsoft technology—this strengthens enterprise security demand for Azure and security services. Accenture Collaborates with Microsoft to Bring Agentic Security and Business Resilience to the Front Lines of Cyber Defense
• Positive Sentiment: Microsoft is consolidating its Copilot/AI teams and hiring small AI startups (e.g., Cove team) to accelerate product development—moves aimed at simplifying offerings and catching up on model capabilities. These steps support product focus and future monetization. Microsoft Unifies AI Division To End Copilot Confusion, Boost Growth
• Neutral Sentiment: Channel and partner activity continues (Expedience, Insentra, others joining Microsoft programs), which is constructive but incremental for top-line growth. Expedience Software Joins Microsoft AI Cloud Partner Program to Deliver Copilot-Powered Proposal Automation in Microsoft Word
• Neutral Sentiment: Investor commentary is mixed: some outlets pitch a buy-the-dip case while others highlight heavy capex and infrastructure costs—this fuels volatility but not an immediate fundamentals shock. Microsoft Stock Has Been Absolutely Slammed This Year. Is It Finally Time to Buy?
• Negative Sentiment: Potential legal conflict with Amazon/OpenAI: reports say Microsoft is weighing legal action over a reported Amazon–OpenAI cloud deal that could undermine Microsoft’s long-held OpenAI exclusivity—this is a major strategic risk to Azure AI differentiation and revenue. US agency asks companies to secure Microsoft tool after Stryker cyberattack
• Negative Sentiment: Security incidents and guidance: a recent medical‑device cyberattack tied to Microsoft endpoint tools prompted U.S. agencies to warn companies to harden those tools; separate reports flag SharePoint as an attack vector—these raise near‑term risk and potential remediation costs. US agency asks companies to secure Microsoft tool after Stryker cyberattack
• Negative Sentiment: Management & product headwinds: leadership reassignments and criticism about product competitiveness (Suleyman reassigned, debate over model quality) add execution uncertainty while investors fret over rising infrastructure costs driving margin pressure. “World-Class Models”: Microsoft Stock (NASDAQ:MSFT) Drops as Suleyman Reassigned

Insider Activity at Microsoft

In related news, Director John W. Stanton acquired 5,000 shares of the business’s stock in a transaction on Wednesday, February 18th. The shares were bought at an average price of $397.35 per share, with a total value of $1,986,750.00. Following the completion of the acquisition, 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 acquisition was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, EVP Kathleen T. Hogan sold 12,321 shares of the business’s 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 sale, the executive vice president owned 137,933 shares of the company’s stock, valued at $56,486,322.16. This represents a 8.20% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 0.03% of the stock is owned by insiders.

Microsoft Stock Performance

Shares of MSFT stock opened at $389.02 on Friday. The company has a market cap of $2.89 trillion, a P/E ratio of 24.33, a PEG ratio of 1.53 and a beta of 1.10. The firm has a fifty day moving average price of $420.80 and a 200 day moving average price of $473.12. 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 Corporation has a 12 month low of $344.79 and a 12 month high of $555.45.

Microsoft (NASDAQ:MSFT) last posted its quarterly earnings results on Wednesday, January 28th. The software giant reported $4.14 earnings per share for the quarter, beating 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%.Microsoft’s quarterly revenue was up 16.7% on a year-over-year basis. During the same period last year, the firm earned $3.23 earnings per share. Sell-side analysts predict that Microsoft Corporation will post 13.08 earnings per share for the current fiscal year.

Microsoft Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Thursday, June 11th. Stockholders of record on Thursday, May 21st will be given a dividend of $0.91 per share. This represents a $3.64 annualized dividend and a dividend yield of 0.9%. The ex-dividend date of this dividend is Thursday, May 21st. Microsoft’s dividend payout ratio (DPR) is 22.76%.

Analyst Upgrades and Downgrades

A number of analysts have issued reports on the stock. DA Davidson reiterated a “buy” rating and set a $650.00 price target on shares of Microsoft in a research note on Thursday, January 29th. Sanford C. Bernstein restated an “outperform” rating and issued a $641.00 price objective (down from $645.00) on shares of Microsoft in a report on Thursday, January 29th. Deutsche Bank Aktiengesellschaft cut their target price on shares of Microsoft from $630.00 to $575.00 and set a “buy” rating on the stock in a research note on Thursday, January 29th. Jefferies Financial Group reiterated a “buy” rating on shares of Microsoft in a report on Thursday, March 5th. Finally, DZ Bank reissued a “buy” rating on shares of Microsoft in a research report on Thursday, January 29th. Two investment analysts have rated the stock with a Strong Buy rating, thirty-nine have assigned a Buy rating and four have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $591.87.

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).