Symmetry Partners LLC Has $8.58 Million Position in Microsoft Corporation $MSFT

Posted by ABMN Staff on Jan 3rd, 2026

Symmetry Partners LLC increased its position in shares of Microsoft Corporation (NASDAQ:MSFT – Free Report) by 14.5% during the 3rd quarter, HoldingsChannel.com reports. The fund owned 16,569 shares of the software giant’s stock after purchasing an additional 2,096 shares during the period. Microsoft makes up about 0.9% of Symmetry Partners LLC’s portfolio, making the stock its 26th biggest holding. Symmetry Partners LLC’s holdings in Microsoft were worth $8,582,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds have also added to or reduced their stakes in MSFT. Wellington Capital Management Inc. bought a new position in Microsoft in the 2nd quarter valued at approximately $9,941,000. Sound View Wealth Advisors Group LLC increased its holdings in shares of Microsoft by 2.6% during the second quarter. Sound View Wealth Advisors Group LLC now owns 94,120 shares of the software giant’s stock worth $46,816,000 after buying an additional 2,373 shares in the last quarter. Real Talk Capital LLC lifted its stake in shares of Microsoft by 1.6% in the 1st quarter. Real Talk Capital LLC now owns 2,290 shares of the software giant’s stock valued at $860,000 after acquiring an additional 37 shares during the last quarter. Bank Pictet & Cie Europe AG boosted its holdings in shares of Microsoft by 3.8% during the 2nd quarter. Bank Pictet & Cie Europe AG now owns 922,524 shares of the software giant’s stock valued at $457,119,000 after acquiring an additional 33,382 shares in the last quarter. Finally, Gradient Investments LLC grew its position in Microsoft by 4.3% during the 3rd quarter. Gradient Investments LLC now owns 285,163 shares of the software giant’s stock worth $147,700,000 after acquiring an additional 11,770 shares during the last quarter. 71.13% of the stock is owned by institutional investors.

Microsoft Stock Down 2.2%

Shares of NASDAQ MSFT opened at $472.94 on Friday. The company’s 50 day moving average price is $493.47 and its 200-day moving average price is $503.68. The company has a debt-to-equity ratio of 0.10, a quick ratio of 1.39 and a current ratio of 1.40. Microsoft Corporation has a 52-week low of $344.79 and a 52-week high of $555.45. The company has a market capitalization of $3.52 trillion, a P/E ratio of 33.64, a price-to-earnings-growth ratio of 1.81 and a beta of 1.07.

Microsoft (NASDAQ:MSFT – Get Free Report) last announced its earnings results on Wednesday, October 29th. The software giant reported $4.13 earnings per share 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%. Microsoft’s quarterly revenue was up 18.4% on a year-over-year basis. During the same quarter last year, the firm earned $3.30 earnings per share. Equities analysts forecast that Microsoft Corporation will post 13.08 earnings per share for the current year.

Microsoft Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, March 12th. Stockholders of record on Thursday, February 19th will be paid a $0.91 dividend. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.8%. The ex-dividend date of this dividend is Thursday, February 19th. Microsoft’s payout ratio is currently 25.89%.

Insider Activity at Microsoft

In other Microsoft news, CEO Judson Althoff sold 12,750 shares of the business’s stock in a transaction that occurred on Tuesday, December 2nd. The stock was sold at an average price of $491.52, for a total value of $6,266,880.00. Following the transaction, the chief executive officer directly owned 129,349 shares of the company’s stock, valued at approximately $63,577,620.48. The trade was a 8.97% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP Takeshi Numoto sold 2,850 shares of the stock in a transaction that occurred on Thursday, December 4th. The stock was 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 in the company, valued at $26,703,959.04. The trade was a 4.86% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 54,100 shares of company stock worth $27,598,872 in the last 90 days. Corporate insiders own 0.03% of the company’s stock.

More Microsoft News

Here are the key news stories impacting Microsoft this week:

Positive Sentiment: Wall Street remains broadly bullish on MSFT — analysts and outlets label Microsoft a top pick for 2026 and a “strong buy,” citing AI monetization and cloud durability as drivers of upside. Wall Street Says Microsoft Is a ‘Strong Buy.’ Let’s Look at Who Owns MSFT Stock?
Positive Sentiment: Some analysts publicly prefer Microsoft over Google in the AI race, arguing MSFT’s Azure and partnerships reduce downside risk versus peers — a positive signal for longer‑term market share and revenue capture. Why This Analyst Prefers Microsoft Over Google In The AI Race
Positive Sentiment: Debt and cash flow profile supports sustained AI investment — several writeups (including MarketBeat roundups) say MSFT’s balance sheet makes elevated CapEx manageable and that recent pullbacks are “buyable dips.” Beyond the Santa Claus Rally—5 Quality Stocks to Buy in 2026 (MSFT)
Neutral Sentiment: Analysis pieces (e.g., Seeking Alpha) argue raised CapEx for AI isn’t a major concern versus future ROI, positioning MSFT as still relatively cheap on an AI-adjusted basis — a mixed read that keeps volatility likely while fundamentals mature. Microsoft: AI Superpower Still Cheap – Raised Capex Not A Big Concern
Negative Sentiment: Near‑term selling pressure is coming from investors reassessing Microsoft’s AI edge versus Alphabet/Google — uncertainty over who will monetize AI faster is prompting profit‑taking and weighing on the stock. Microsoft (MSFT) Stock Moves Lower As Investors Assess Its AI Edge Against Google
Negative Sentiment: Broader market action is mixed — the Nasdaq was roughly flat while indexes rotated — and Microsoft’s size makes it a significant weight on the tech‑heavy index, magnifying any MSFT weakness for the session. How major US stock indexes fared Friday, 1/2/2026

Analyst Upgrades and Downgrades

Several equities analysts have commented on MSFT shares. Oppenheimer reiterated an “outperform” rating on shares of Microsoft in a research report on Thursday, October 30th. BNP Paribas Exane upped their price objective on Microsoft from $630.00 to $632.00 and gave the company an “outperform” rating in a research note on Monday, November 3rd. Cantor Fitzgerald set a $639.00 target price on shares of Microsoft in a research report on Thursday, October 30th. Royal Bank Of Canada reissued a “buy” rating on shares of Microsoft in a report on Wednesday, November 19th. Finally, Wolfe Research decreased their price target on shares of Microsoft from $675.00 to $625.00 and set an “outperform” rating for the company in a research report on Monday, December 15th. Two research analysts have rated the stock with a Strong Buy rating, thirty-seven have assigned a Buy rating and four have issued a Hold rating to the company. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $631.03.

Get Our Latest Research Report on MSFT

Microsoft Profile

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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).