Microsoft Corporation $MSFT is Seneca House Advisors’ 3rd Largest Position

Seneca House Advisors lessened its stake in Microsoft Corporation (NASDAQ:MSFT) by 9.6% during the third quarter, Holdings Channel reports. The firm owned 28,560 shares of the software giant’s stock after selling 3,049 shares during the period. Microsoft makes up approximately 6.0% of Seneca House Advisors’ portfolio, making the stock its 3rd largest position. Seneca House Advisors’ holdings in Microsoft were worth $14,793,000 at the end of the most recent reporting period.

Several other institutional investors have also bought and sold shares of MSFT. WFA Asset Management Corp increased its stake in Microsoft by 27.0% in the 1st quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant’s stock valued at $427,000 after buying an additional 216 shares during the last quarter. Ironwood Wealth Management LLC. lifted its holdings in Microsoft by 0.3% during the second quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant’s stock worth $5,658,000 after acquiring an additional 38 shares during the period. Discipline Wealth Solutions LLC boosted its position in Microsoft by 410.4% in the third quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant’s stock worth $1,144,000 after purchasing an additional 2,138 shares during the last quarter. Wealth Group Ltd. grew its stake in Microsoft by 1.2% in the 4th quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant’s stock valued at $1,000,000 after purchasing an additional 28 shares during the period. Finally, Eagle Capital Management LLC increased its position in shares of Microsoft by 0.4% during the 4th quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant’s stock valued at $9,735,000 after purchasing an additional 96 shares during the last quarter. Institutional investors own 71.13% of the company’s stock.

Key Headlines Impacting Microsoft

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

Analysts Set New Price Targets

A number of brokerages recently weighed in on MSFT. Rothschild & Co Redburn reissued a “neutral” rating and issued a $500.00 price target (down from $560.00) on shares of Microsoft in a report on Tuesday, November 18th. The Goldman Sachs Group reiterated a “buy” rating and issued a $630.00 target price on shares of Microsoft in a research note on Tuesday, October 28th. UBS Group reissued a “buy” rating and set a $650.00 target price on shares of Microsoft in a research report on Thursday, October 30th. Oppenheimer restated an “outperform” rating on shares of Microsoft in a research note on Thursday, October 30th. Finally, HSBC upped their price objective on Microsoft from $643.00 to $648.00 in a research note on Monday, October 27th. Two investment analysts have rated the stock with a Strong Buy rating, thirty-seven have issued a Buy rating and four have given a Hold rating to the company. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $631.03.

Microsoft Stock Down 0.1%

MSFT opened at $487.71 on Friday. Microsoft Corporation has a 12 month low of $344.79 and a 12 month high of $555.45. The company has a market cap of $3.62 trillion, a PE ratio of 34.69, a price-to-earnings-growth ratio of 1.83 and a beta of 1.07. The company has a current ratio of 1.40, a quick ratio of 1.39 and a debt-to-equity ratio of 0.10. The company has a 50 day moving average of $497.15 and a 200 day moving average of $503.64.

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

Microsoft Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, March 12th. Investors of record on Thursday, February 19th will be issued a dividend of $0.91 per share. 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 25.89%.

Insiders Place Their Bets

In other news, EVP Takeshi Numoto sold 2,850 shares of the stock in a transaction dated 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 sale, the executive vice president directly owned 55,782 shares of the company’s stock, valued at approximately $26,703,959.04. This represents a 4.86% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, insider Bradford L. Smith sold 38,500 shares of the business’s stock in a transaction that occurred 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 approximately $239,402,668.08. This represents a 7.70% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 54,100 shares of company stock worth $27,598,872 in the last quarter. 0.03% of the stock is owned by company insiders.

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).