Central Valley Advisors LLC Acquires 1,806 Shares of Microsoft Corporation $MSFT

Central Valley Advisors LLC boosted its holdings in Microsoft Corporation (NASDAQ:MSFT) by 10.7% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 18,636 shares of the software giant’s stock after purchasing an additional 1,806 shares during the quarter. Microsoft comprises approximately 3.0% of Central Valley Advisors LLC’s portfolio, making the stock its 8th biggest position. Central Valley Advisors LLC’s holdings in Microsoft were worth $9,653,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the stock. Longfellow Investment Management Co. LLC lifted its position in Microsoft by 51.3% in the second quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant’s stock valued at $29,000 after acquiring an additional 20 shares during the last quarter. Bulwark Capital Corp acquired a new stake in shares of Microsoft during the second quarter worth about $32,000. Westend Capital Management LLC lifted its holdings in shares of Microsoft by 386.7% in the 2nd quarter. Westend Capital Management LLC now owns 73 shares of the software giant’s stock valued at $36,000 after purchasing an additional 58 shares during the last quarter. University of Illinois Foundation acquired a new stake in shares of Microsoft in the 2nd quarter valued at about $50,000. Finally, LSV Asset Management purchased a new position in Microsoft during the 4th quarter worth approximately $44,000. Institutional investors and hedge funds own 71.13% of the company’s stock.

Microsoft News Roundup

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Evercore named Microsoft a top software pick for 2026, citing enterprise software strength and AI exposure—boosts investor confidence in MSFT’s secular growth story. Microsoft, Salesforce Lead Evercore’s 2026 Picks
• Positive Sentiment: High-profile bullish calls (Wedbush/Dan Ives and others) forecast a big AI-driven revenue bump in 2026 and reaffirm outperform ratings and lofty price targets, supporting upward pressure on the stock. Microsoft Stock Has 29% Upside in 2026, Says Dan Ives
• Positive Sentiment: Microsoft’s internal dev move to standardize code (shifting priorities among languages) is being framed as productivity and engineering efficiency wins that can lower costs and speed product delivery. C Out, Rust In: Microsoft Stock Gains With New Code Standardization Plan
• Positive Sentiment: Analyses arguing Microsoft could be a top AI beneficiary in 2026 (scale of Azure, Copilot integrations, data-center investment) underpin long-term upside expectations for enterprise cloud and AI revenue. Why Microsoft Could Be the Biggest AI Winner in 2026
• Neutral Sentiment: Policy change: DHS is replacing the H‑1B lottery with a weighted selection prioritizing higher-paid, skilled hires; Microsoft was a top recipient—this alters talent sourcing dynamics but the net impact on MSFT hiring/costs is ambiguous. Trump administration moves to overhaul H-1B visas
• Neutral Sentiment: Macro/sector pieces positioning AI as the dominant 2026 investment theme keep Microsoft in investors’ watch lists but also raise expectations and scrutiny around capex and margin trade-offs. Three must-own stocks if AI spending will remain strong in 2026
• Negative Sentiment: Execution concerns: reports that Satya Nadella pushed teams on Copilot progress and commentary that OpenAI ties may be a liability have raised questions about adoption, execution risk, and partnership complexity. These stories can pressure the stock despite bullish AI forecasts. Microsoft CEO Pushes Staff on Copilot Ambitions
• Negative Sentiment: Critical analysis warns of overbuilding (heavy AI capex) and OpenAI-related risks which could weigh on margins and capital intensity if revenue ramp is slower than expected. Microsoft: Not Immune To The Risk Of Overbuilding

Insider Buying and Selling

In other news, insider Bradford L. Smith sold 38,500 shares of the company’s stock in a transaction on Monday, November 3rd. The shares were sold at an average price of $518.64, for a total transaction of $19,967,640.00. Following the transaction, the insider directly owned 461,597 shares of the company’s stock, valued at $239,402,668.08. This represents a 7.70% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, EVP Takeshi Numoto sold 2,850 shares of the firm’s stock in a transaction dated Thursday, December 4th. The shares were sold at an average price of $478.72, for a total transaction of $1,364,352.00. Following the completion of the sale, the executive vice president owned 55,782 shares of the company’s stock, 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. Insiders have sold 54,100 shares of company stock valued at $27,598,872 over the last quarter. Company insiders own 0.03% of the company’s stock.

Microsoft Stock Up 0.4%

Shares of NASDAQ:MSFT opened at $486.85 on Wednesday. Microsoft Corporation has a fifty-two week low of $344.79 and a fifty-two week high of $555.45. The company has a quick ratio of 1.39, a current ratio of 1.40 and a debt-to-equity ratio of 0.10. The firm’s 50-day simple moving average is $498.67 and its 200-day simple moving average is $503.53. The company has a market cap of $3.62 trillion, a price-to-earnings ratio of 34.63, a PEG ratio of 1.82 and a beta of 1.07.

Microsoft (NASDAQ:MSFT) last announced its quarterly earnings data on Wednesday, October 29th. The software giant reported $4.13 EPS for the quarter, beating analysts’ consensus estimates of $3.65 by $0.48. Microsoft had a net margin of 35.71% and a return on equity of 32.45%. The firm had revenue of $77.67 billion during the quarter, compared to the consensus estimate of $75.49 billion. During the same quarter last year, the firm earned $3.30 earnings per share. The firm’s revenue was up 18.4% compared to the same quarter last year. As a group, equities research analysts predict that Microsoft Corporation will post 13.08 earnings per share for the current year.

Microsoft Dividend Announcement

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. The ex-dividend date is Thursday, February 19th. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.7%. Microsoft’s payout ratio is 25.89%.

Wall Street Analysts Forecast Growth

A number of equities research analysts have weighed in on the company. Stifel Nicolaus set a $640.00 price objective on Microsoft in a research note on Thursday, October 30th. HSBC upped their price target on shares of Microsoft from $643.00 to $648.00 in a research report on Monday, October 27th. TD Cowen raised their price objective on shares of Microsoft from $640.00 to $655.00 and gave the stock a “buy” rating in a research report on Thursday, October 30th. DA Davidson restated a “buy” rating and issued a $650.00 price objective on shares of Microsoft in a research note on Thursday, December 4th. Finally, Robert W. Baird assumed coverage on shares of Microsoft in a research note on Friday, November 14th. They set an “outperform” rating and a $600.00 target price for the company. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-seven have given a Buy rating and four have assigned a Hold rating to the company. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $631.03.

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).