Microsoft Corporation $MSFT is Perigon Wealth Management LLC’s 6th Largest Position

Perigon Wealth Management LLC increased its position in Microsoft Corporation (NASDAQ:MSFT) by 5.4% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 168,021 shares of the software giant’s stock after purchasing an additional 8,570 shares during the quarter. Microsoft makes up about 1.8% of Perigon Wealth Management LLC’s portfolio, making the stock its 6th biggest position. Perigon Wealth Management LLC’s holdings in Microsoft were worth $87,027,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also bought and sold shares of MSFT. Norges Bank purchased a new stake in Microsoft in the second quarter worth about $50,493,678,000. Kingstone Capital Partners Texas LLC raised its holdings in shares of Microsoft by 564,387.1% in the 2nd quarter. Kingstone Capital Partners Texas LLC now owns 90,549,369 shares of the software giant’s stock valued at $45,040,162,000 after purchasing an additional 90,533,328 shares in the last quarter. Nuveen LLC purchased a new stake in shares of Microsoft in the 1st quarter worth approximately $18,733,827,000. Laurel Wealth Advisors LLC boosted its stake in shares of Microsoft by 49,640.3% during the second quarter. Laurel Wealth Advisors LLC now owns 29,967,038 shares of the software giant’s stock valued at $14,905,904,000 after purchasing an additional 29,906,791 shares in the last quarter. Finally, Vanguard Group Inc. increased its holdings in Microsoft by 2.0% during the second quarter. Vanguard Group Inc. now owns 705,077,786 shares of the software giant’s stock valued at $350,712,742,000 after buying an additional 13,691,572 shares during the period. 71.13% of the stock is owned by institutional investors.

More Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Office 365 subscription growth is accelerating (commercial + consumer uptake, higher-tier migration and AI features boosting revenue per user), which supports recurring revenue and margin resilience. MSFT’s Office 365 Subscription Growth Picks Up
• Positive Sentiment: Microsoft launched agentic AI solutions for retailers (automation across merchandising, store ops and fulfillment) — expands monetization avenues for Azure/Copilot in commerce. Microsoft Introduces Agentic AI Solutions for Retailers
• Positive Sentiment: PayPal will power Copilot Checkout flows, a partnership that helps drive payments volume inside Microsoft’s Copilot ecosystem and could lift monetization of consumer workflows. PayPal Teams With Microsoft to Power Checkout in Copilot
• Positive Sentiment: Prominent commentators and analysts remain constructive — Jim Cramer voiced continued confidence in Microsoft, and firms (Wedbush/Jefferies/Scotiabank coverage) reiterate upside tied to Azure/AI momentum. These endorsements support investor sentiment. Jim Cramer Says “Going Forward, I Still Feel Pretty Good About Microsoft”
• Neutral Sentiment: EU digital rule overhaul reportedly won’t impose heavy-handed restrictions on big tech — reduces a regulatory overhang but is broadly industry-wide news. Big Tech spared strict rules in EU digital rule overhaul
• Negative Sentiment: Reports say AI‑capable PC sales came in below expectations, denting the near‑term hardware/AI upgrade narrative that had been a tailwind for Microsoft’s Windows/partner ecosystem. “AI Confuses Them More Than it Helps…”: Microsoft Stock Slips as AI PC Sales Less Than Expected
• Negative Sentiment: Rumors of large job cuts circulated (company communications called the figures inaccurate), creating headline risk around rising AI costs and cost‑base adjustments. Short-term volatility can follow such reports even when later denied. “100 Percent Made Up”: Microsoft Stock Slips in Response to Layoff Rumors
• Negative Sentiment: Local opposition emerged after Microsoft was identified as the developer behind a contentious Michigan data‑center proposal — potential permitting delays and PR drag. Microsoft behind controversial data center proposal in Michigan

Analyst Ratings Changes

A number of analysts have weighed in on the company. Weiss Ratings restated a “buy (b)” rating on shares of Microsoft in a report on Wednesday, October 8th. DZ Bank restated a “buy” rating on shares of Microsoft in a research note on Thursday, October 30th. Sanford C. Bernstein raised their price objective on Microsoft from $637.00 to $645.00 and gave the company an “outperform” rating in a research report on Thursday, October 30th. Citigroup boosted their target price on shares of Microsoft from $682.00 to $690.00 and gave the stock a “buy” rating in a report on Thursday, October 30th. Finally, TD Cowen raised their price target on shares of Microsoft from $640.00 to $655.00 and gave the company a “buy” rating in a report on Thursday, October 30th. Two investment analysts have rated the stock with a Strong Buy rating, thirty-seven have issued a Buy rating and four have assigned a Hold rating to the stock. Based on data from MarketBeat.com, Microsoft currently has a consensus rating of “Moderate Buy” and an average target price of $630.11.

Microsoft Stock Performance

MSFT opened at $479.28 on Friday. The company has a market cap of $3.56 trillion, a P/E ratio of 34.09, a price-to-earnings-growth ratio of 1.79 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. The firm’s 50-day moving average price is $488.14 and its 200-day moving average price is $503.62. Microsoft Corporation has a 52-week low of $344.79 and a 52-week high of $555.45.

Microsoft (NASDAQ:MSFT) last released its earnings results on Wednesday, October 29th. The software giant reported $4.13 earnings per share for the quarter, topping the consensus estimate of $3.65 by $0.48. The company had revenue of $77.67 billion for 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 revenue was up 18.4% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $3.30 EPS. As a group, equities analysts anticipate that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

Microsoft Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, March 12th. Investors of record on Thursday, February 19th will be paid a $0.91 dividend. The ex-dividend date is Thursday, February 19th. This represents a $3.64 dividend on an annualized basis and a yield of 0.8%. Microsoft’s dividend payout ratio (DPR) is 25.89%.

Insiders Place Their Bets

In related news, EVP Takeshi Numoto sold 2,850 shares of Microsoft stock in a transaction dated Thursday, December 4th. The stock was sold at an average price of $478.72, for a total transaction of $1,364,352.00. Following the completion of the sale, 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 ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, insider Bradford L. Smith sold 38,500 shares of the company’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 value of $19,967,640.00. Following the completion of the sale, the insider owned 461,597 shares in the company, 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. In the last 90 days, insiders sold 54,100 shares of company stock valued at $27,598,872. 0.03% of the stock is owned by company insiders.

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).