1900 Wealth Management LLC Has $6.72 Million Stock Holdings in Microsoft Corporation $MSFT

1900 Wealth Management LLC boosted its position in Microsoft Corporation (NASDAQ:MSFT) by 26.8% in the 3rd quarter, according to its most recent filing with the SEC. The fund owned 12,965 shares of the software giant’s stock after purchasing an additional 2,741 shares during the period. 1900 Wealth Management LLC’s holdings in Microsoft were worth $6,715,000 as of its most recent filing with the SEC.

A number of other institutional investors have also made changes to their positions in the business. Longfellow Investment Management Co. LLC grew its position in shares of Microsoft by 51.3% during the 2nd quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant’s stock worth $29,000 after purchasing an additional 20 shares in the last quarter. Bulwark Capital Corp bought a new position in Microsoft in the second quarter valued at about $32,000. Westend Capital Management LLC lifted its holdings in shares of Microsoft by 386.7% in the second quarter. Westend Capital Management LLC now owns 73 shares of the software giant’s stock worth $36,000 after acquiring an additional 58 shares during the last quarter. LSV Asset Management bought a new position in shares of Microsoft in the 4th quarter valued at $44,000. Finally, University of Illinois Foundation acquired a new stake in Microsoft during the 2nd quarter worth approximately $50,000. 71.13% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

A number of research firms recently weighed in on MSFT. Cowen restated a “buy” rating on shares of Microsoft in a report on Friday, October 24th. Evercore ISI set a $640.00 price objective on Microsoft in a research note on Thursday, October 30th. Royal Bank Of Canada reissued a “buy” rating on shares of Microsoft in a research report on Monday, January 5th. Redburn Partners set a $560.00 price objective on Microsoft in a report on Wednesday, October 22nd. Finally, Arete Research increased their target price on shares of Microsoft from $710.00 to $730.00 in a report on Monday, October 27th. Two research analysts have rated the stock with a Strong Buy rating, thirty-seven have assigned a Buy rating and four have given a Hold rating to the company. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $630.11.

Microsoft Trading Up 0.2%

Shares of Microsoft stock opened at $479.28 on Friday. The company’s 50-day moving average price is $488.14 and its 200-day moving average price is $503.71. 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 Corporation has a 12-month low of $344.79 and a 12-month high of $555.45. The company has a market cap of $3.56 trillion, a price-to-earnings ratio of 34.09, a PEG ratio of 1.79 and a beta of 1.07.

Microsoft (NASDAQ:MSFT) last posted its quarterly earnings data 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. Microsoft had a net margin of 35.71% and a return on equity of 32.45%. The company had revenue of $77.67 billion for the quarter, compared to analysts’ expectations of $75.49 billion. During the same period in the prior year, the business earned $3.30 earnings per share. Microsoft’s revenue for the quarter was up 18.4% compared to the same quarter last year. On average, equities analysts expect that Microsoft Corporation will post 13.08 earnings per share for the current fiscal year.

Microsoft Dividend Announcement

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

Insider Buying and Selling

In related news, EVP Takeshi Numoto sold 2,850 shares of the company’s stock in a transaction 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 sale, the executive vice president directly owned 55,782 shares of the company’s stock, valued at $26,703,959.04. This represents a 4.86% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, insider Bradford L. Smith sold 38,500 shares of the firm’s stock in a transaction 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 transaction, the insider directly owned 461,597 shares of the company’s stock, valued at $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 54,100 shares of company stock valued at $27,598,872 over the last quarter. 0.03% of the stock is owned by company insiders.

Microsoft News Summary

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

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).