CWC Advisors LLC. Grows Holdings in Microsoft Corporation $MSFT

CWC Advisors LLC. boosted its holdings in shares of Microsoft Corporation (NASDAQ:MSFT) by 15.5% in the third quarter, HoldingsChannel reports. The fund owned 7,715 shares of the software giant’s stock after acquiring an additional 1,037 shares during the period. Microsoft accounts for 2.0% of CWC Advisors LLC.’s portfolio, making the stock its 17th biggest holding. CWC Advisors LLC.’s holdings in Microsoft were worth $3,996,000 at the end of the most recent reporting period.

Several other hedge funds have also bought and sold shares of MSFT. Sound Income Strategies LLC lifted its holdings in shares of Microsoft by 2.2% during the third quarter. Sound Income Strategies LLC now owns 22,502 shares of the software giant’s stock valued at $11,755,000 after purchasing an additional 489 shares during the last quarter. Thomasville National Bank increased its position in Microsoft by 0.4% during the 3rd quarter. Thomasville National Bank now owns 177,478 shares of the software giant’s stock valued at $91,925,000 after buying an additional 669 shares in the last quarter. Foster Victor Wealth Advisors LLC raised its stake in Microsoft by 1.4% during the third quarter. Foster Victor Wealth Advisors LLC now owns 70,289 shares of the software giant’s stock valued at $36,364,000 after buying an additional 983 shares during the last quarter. Sara Bay Financial raised its stake in Microsoft by 2.8% during the third quarter. Sara Bay Financial now owns 1,685 shares of the software giant’s stock valued at $873,000 after buying an additional 46 shares during the last quarter. Finally, Orrstown Financial Services Inc. boosted its holdings in Microsoft by 2.3% in the third quarter. Orrstown Financial Services Inc. now owns 14,415 shares of the software giant’s stock worth $7,466,000 after acquiring an additional 319 shares in the last quarter. Institutional investors own 71.13% of the company’s stock.

Microsoft Stock Down 0.1%

Shares of Microsoft stock opened at $487.71 on Friday. Microsoft Corporation has a twelve month low of $344.79 and a twelve month 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 company’s 50 day moving average is $497.15 and its 200 day moving average is $503.64. The company has a market cap of $3.62 trillion, a price-to-earnings ratio of 34.69, a price-to-earnings-growth ratio of 1.83 and a beta of 1.07.

Microsoft (NASDAQ:MSFT) last posted its earnings results on Wednesday, October 29th. The software giant reported $4.13 EPS for the quarter, topping analysts’ consensus estimates of $3.65 by $0.48. The business had revenue of $77.67 billion during the quarter, compared to the consensus estimate of $75.49 billion. Microsoft had a net margin of 35.71% and a return on equity of 32.45%. The firm’s revenue was up 18.4% on a year-over-year basis. During the same quarter in the previous year, the firm posted $3.30 EPS. Research analysts anticipate that Microsoft Corporation will post 13.08 EPS for the current year.

Microsoft Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, March 12th. Shareholders 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 yield of 0.7%. Microsoft’s dividend payout ratio is currently 25.89%.

Wall Street Analyst Weigh In

Several equities analysts have recently weighed in on the company. Melius Research raised their price target on Microsoft from $595.00 to $625.00 in a report on Thursday, September 25th. Rothschild Redb downgraded shares of Microsoft from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, November 18th. Robert W. Baird assumed coverage on shares of Microsoft in a report on Friday, November 14th. They issued an “outperform” rating and a $600.00 target price for the company. Daiwa Capital Markets dropped their target price on shares of Microsoft from $640.00 to $630.00 and set a “buy” rating on the stock in a research note on Friday, November 7th. Finally, DZ Bank reissued a “buy” rating on shares of Microsoft in a research report on Thursday, October 30th. Two investment analysts have rated the stock with a Strong Buy rating, thirty-seven have assigned a Buy rating and four have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $631.03.

Insiders Place Their Bets

In related news, EVP Takeshi Numoto sold 2,850 shares of the firm’s stock in a transaction that occurred 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 transaction, the executive vice president owned 55,782 shares of the company’s stock, valued at approximately $26,703,959.04. This trade represents a 4.86% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Also, 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 transaction of $6,266,880.00. Following the sale, the chief executive officer owned 129,349 shares of the company’s stock, valued at $63,577,620.48. This trade represents a 8.97% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 54,100 shares of company stock valued at $27,598,872. Insiders own 0.03% of the company’s stock.

More Microsoft News

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 Company 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).