Parkwoods Wealth Partners LLC Has $2.63 Million Stake in Microsoft Corporation $MSFT

Parkwoods Wealth Partners LLC raised its holdings in Microsoft Corporation (NASDAQ:MSFT) by 29.9% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 5,076 shares of the software giant’s stock after purchasing an additional 1,167 shares during the quarter. Microsoft makes up about 0.9% of Parkwoods Wealth Partners LLC’s investment portfolio, making the stock its 15th largest position. Parkwoods Wealth Partners LLC’s holdings in Microsoft were worth $2,629,000 at the end of the most recent quarter.

Several other large investors also recently made changes to their positions in MSFT. Longfellow Investment Management Co. LLC increased its position 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 acquiring an additional 20 shares in the last quarter. Bulwark Capital Corp bought a new stake in shares of Microsoft during the second quarter valued at approximately $32,000. Westend Capital Management LLC grew its stake in shares of Microsoft by 386.7% during the second 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. LSV Asset Management acquired a new stake in shares of Microsoft in the fourth quarter valued at approximately $44,000. Finally, University of Illinois Foundation bought a new position in Microsoft in the 2nd quarter worth approximately $50,000. Institutional investors own 71.13% of the company’s stock.

Insider Transactions at Microsoft

In other news, EVP Takeshi Numoto sold 2,850 shares of the business’s 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 of the company’s stock, valued at $26,703,959.04. The trade was a 4.86% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, 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 completion of the sale, the insider 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. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 54,100 shares of company stock valued at $27,598,872 over the last three months. 0.03% of the stock is currently owned by corporate insiders.

Microsoft Price Performance

Shares of MSFT opened at $487.10 on Tuesday. The stock has a market cap of $3.62 trillion, a P/E ratio of 34.64, a price-to-earnings-growth ratio of 1.83 and a beta of 1.07. Microsoft Corporation has a 1 year low of $344.79 and a 1 year high of $555.45. The stock’s 50-day moving average price is $496.56 and its two-hundred day moving average price is $503.92. The company has a current ratio of 1.40, a quick ratio of 1.39 and a debt-to-equity ratio of 0.10.

Microsoft (NASDAQ:MSFT) last announced its quarterly earnings results 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 return on equity of 32.45% and a net margin of 35.71%.The company had revenue of $77.67 billion during the quarter, compared to analysts’ expectations of $75.49 billion. During the same period in the prior year, the business posted $3.30 EPS. Microsoft’s revenue was up 18.4% on a year-over-year basis. On average, equities analysts predict that Microsoft Corporation will post 13.08 earnings per share 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 is Thursday, February 19th. This represents a $3.64 annualized dividend and a yield of 0.7%. Microsoft’s dividend payout ratio (DPR) is 25.89%.

Wall Street Analyst Weigh In

A number of research analysts have commented on MSFT shares. Oppenheimer reiterated an “outperform” rating on shares of Microsoft in a research report on Thursday, October 30th. Cowen reaffirmed a “buy” rating on shares of Microsoft in a research note on Friday, October 24th. JPMorgan Chase & Co. reiterated a “buy” rating on shares of Microsoft in a research report on Wednesday, November 19th. Wells Fargo & Company boosted their price objective on Microsoft from $675.00 to $700.00 and gave the stock an “overweight” rating in a report on Thursday, October 30th. Finally, HSBC upped their target price on shares of Microsoft from $643.00 to $648.00 in a research report 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’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $631.03.

More Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Billionaire buying: Two wealthy investors have recently increased Microsoft positions, a signal some see as smart-money support ahead of 2026 — this can attract other investors. 2 Billionaires Just Loaded Up on Microsoft Stock. Do They Know Something We Don’t for 2026?
• Positive Sentiment: Dynamics 365 / Copilot momentum: Dynamics 365 business-app revenues rose rapidly (AI Copilot adoption cited), making enterprise software a clear near-term revenue catalyst for Azure and services. Can Microsoft Stock Rally on Dynamics 365 Business Applications?
• Positive Sentiment: Wall Street / analyst bull case on AI: Multiple analysts (Wedbush, Morningstar) and commentators list MSFT among top AI winners heading into 2026 — supporting a thematic, structural bull case for Azure, AI services and enterprise adoption. The 5 AI stocks Dan Ives thinks will define 2026
• Positive Sentiment: Product traction: Microsoft’s “Gaming Copilot” earned praise as genuinely useful — product wins help monetize AI across consumer and gaming segments even as the stock moved independently. “Gaming Copilot” Proves “Genuinely Useful.” Microsoft Stock (NASDAQ:MSFT) Slips Anyway
• Neutral Sentiment: Ecosystem/partnership news: Large infrastructure deals (e.g., reported $9.7B partnership mentions with AI infrastructure providers) highlight growing cloud demand and energy/infrastructure implications for Azure capacity. Iris Energy Limited Stock (IREN) Opinions on AI Strategy and Microsoft Partnership
• Negative Sentiment: Capex scrutiny: Analysts and commentators are questioning whether the Mag-7 hyperscalers (including MSFT) are over-investing in AI infrastructure — heavy spending raises execution and margin-transformation risk if returns take longer than expected. Buy Stock in the Mag 7 Hyperscalers or Are They Spending Too Much?
• Negative Sentiment: “Curse” narrative / OpenAI tie risk: Coverage suggests Microsoft’s close OpenAI relationship is a double-edged sword — while it fuels growth, investors worry about concentration, valuation multiples and governance/PR issues that could cap the stock’s upside. Microsoft’s business is on fire. So how can its stock break from its curse?
• Negative Sentiment: Reputational/regulatory noise: Miscellaneous headlines (policy/critic comments, platform-label requirements) add short-term sentiment volatility but are unlikely to change fundamentals. META, PINS, SNAP: New York Orders Social Media Giants to Add Mental Health Warning Labels to Services

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).