Cyndeo Wealth Partners LLC Lowers Holdings in Microsoft Corporation $MSFT

Cyndeo Wealth Partners LLC decreased its position in Microsoft Corporation (NASDAQ:MSFT) by 1.6% in the 3rd quarter, HoldingsChannel reports. The fund owned 165,198 shares of the software giant’s stock after selling 2,682 shares during the period. Microsoft makes up about 4.7% of Cyndeo Wealth Partners LLC’s investment portfolio, making the stock its biggest holding. Cyndeo Wealth Partners LLC’s holdings in Microsoft were worth $85,564,000 as of its most recent SEC filing.

Several other institutional investors also recently modified their holdings of the company. Longfellow Investment Management Co. LLC increased its holdings in Microsoft by 51.3% in the 2nd quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant’s stock valued at $29,000 after buying an additional 20 shares during the period. Bulwark Capital Corp bought a new position in shares of Microsoft during the 2nd quarter worth about $32,000. Westend Capital Management LLC boosted its position in shares of Microsoft by 386.7% during the 2nd quarter. Westend Capital Management LLC now owns 73 shares of the software giant’s stock valued at $36,000 after acquiring an additional 58 shares in the last quarter. University of Illinois Foundation bought a new stake in Microsoft in the second quarter valued at about $50,000. Finally, LSV Asset Management acquired a new position in Microsoft in the fourth quarter worth about $44,000. Institutional investors and hedge funds own 71.13% of the company’s stock.

Microsoft Stock Performance

Microsoft stock opened at $487.71 on Friday. The stock has a 50-day simple moving average of $497.15 and a 200 day simple moving average of $503.42. The stock has a market capitalization of $3.62 trillion, a price-to-earnings ratio of 34.69, a P/E/G ratio of 1.83 and a beta of 1.07. The company has a quick ratio of 1.39, a current ratio of 1.40 and a debt-to-equity ratio of 0.10. Microsoft Corporation has a 12-month low of $344.79 and a 12-month high of $555.45.

Microsoft (NASDAQ:MSFT) last issued its quarterly earnings data on Wednesday, October 29th. The software giant reported $4.13 EPS for the quarter, topping 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 for the quarter, compared to analyst estimates of $75.49 billion. During the same quarter in the prior year, the firm earned $3.30 EPS. The company’s revenue was up 18.4% on a year-over-year basis. On average, research analysts anticipate that Microsoft Corporation will post 13.08 earnings per share for the current fiscal year.

Microsoft Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, March 12th. Investors of record on Thursday, February 19th will be issued a $0.91 dividend. The ex-dividend date of this dividend is Thursday, February 19th. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.7%. Microsoft’s dividend payout ratio (DPR) is currently 25.89%.

Insider Buying and Selling

In related news, CEO Judson Althoff sold 12,750 shares of the business’s stock in a transaction that occurred on Tuesday, December 2nd. The shares were sold at an average price of $491.52, for a total value of $6,266,880.00. Following the completion of the transaction, the chief executive officer owned 129,349 shares in the company, valued at $63,577,620.48. The trade was a 8.97% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, EVP Takeshi Numoto sold 2,850 shares of the stock in a transaction on Thursday, December 4th. The shares were sold at an average price of $478.72, for a total value of $1,364,352.00. Following the completion of the transaction, the executive vice president owned 55,782 shares in the company, valued at $26,703,959.04. The trade was a 4.86% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 54,100 shares of company stock worth $27,598,872 in the last quarter. Insiders own 0.03% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities research analysts have weighed in on the company. DZ Bank reaffirmed a “buy” rating on shares of Microsoft in a report on Thursday, October 30th. Mizuho lowered Microsoft from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, November 18th. TD Cowen upped their price target on Microsoft from $640.00 to $655.00 and gave the company a “buy” rating in a research report on Thursday, October 30th. Weiss Ratings reissued a “buy (b)” rating on shares of Microsoft in a report on Wednesday, October 8th. Finally, BMO Capital Markets reduced their target price on shares of Microsoft from $650.00 to $625.00 and set an “outperform” rating on the stock in a research note on Thursday, October 30th. Two analysts have rated the stock with a Strong Buy rating, thirty-seven have issued a Buy rating and four have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $631.03.

Microsoft News Roundup

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: High‑profile bullish analyst coverage and “breakout” 2026 thesis that support upside for MSFT and long‑term AI monetization. Why Analysts See 2026 as a Breakout Year for Microsoft Stock (MSFT)
• Positive Sentiment: Firm bullish pieces arguing Microsoft is positioned for strong AI‑driven growth (OpenAI stake + Azure momentum), which supports a buy‑and‑hold case. Microsoft Positioned For Strong Growth
• Positive Sentiment: MarketBeat highlights Microsoft’s entrenched enterprise moat and high switching costs — a defensive argument underpinning revenue durability and premium multiples. Microsoft May Look Pricey, But Customers Can’t Walk Away
• Neutral Sentiment: Inclusion on “3 cloud stocks to buy” lists (alongside AMZN/GOOGL) reinforces Microsoft’s exposure to a potential cloud/AI cycle but is broad‑market, not MSFT‑specific. 3 Cloud Computing Stocks to Buy Before 2026 as Digital Demand Soars
• Neutral Sentiment: Valuation debate — some analysts argue MSFT is a “compounder at any price,” others recommend accumulating slowly due to rich multiples and heavy capex; this is keeping some investors on the sidelines. Microsoft Faces a Key Question: Compounder at Any Price or Accumulate Slowly
• Neutral Sentiment: Options “whale” activity shows large positioning in MSFT — could signal directional conviction but not definitive on sentiment. Monitor flows for confirmation. Check Out What Whales Are Doing With MSFT
• Negative Sentiment: NVIDIA’s $20B Groq deal strengthens a competitor’s inference‑speed lead — a direct long‑term threat to Azure/AI hosting economics as inference demand grows; this likely weighs on MSFT sentiment today. NVIDIA’s $20B Groq Deal Is a Warning Shot to AI Rivals (MSFT)
• Negative Sentiment: Investor concerns about Microsoft’s relationship with OpenAI and Copilot adoption (reports that drove a recent pullback) are pressuring sentiment — execution and partner dynamics are key near‑term risks. Microsoft (MSFT) Fell Due to Concerns About Its Relationship With OpenAI
• Negative Sentiment: Coverage noting the stock looks “pricey” and that heavy data‑center capex could pressure margins/returns in the near term — a valuation headwind for momentum investors. Microsoft May Look Pricey, But Customers Can’t Walk Away

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).