Burr Financial Services LLC Has $2.82 Million Position in Microsoft Corporation $MSFT

Burr Financial Services LLC lifted its position in shares of Microsoft Corporation (NASDAQ:MSFT) by 84.0% during the third quarter, Holdings Channel.com reports. The firm owned 5,442 shares of the software giant’s stock after buying an additional 2,485 shares during the quarter. Microsoft accounts for 2.1% of Burr Financial Services LLC’s portfolio, making the stock its 11th biggest holding. Burr Financial Services LLC’s holdings in Microsoft were worth $2,819,000 at the end of the most recent quarter.

Several other institutional investors have also added to or reduced their stakes in the company. Longfellow Investment Management Co. LLC raised its stake in Microsoft by 51.3% in the second quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant’s stock valued at $29,000 after purchasing an additional 20 shares in the last quarter. Bulwark Capital Corp bought a new position in Microsoft in the 2nd quarter valued at about $32,000. Westend Capital Management LLC raised its position in shares of Microsoft by 386.7% in the 2nd quarter. Westend Capital Management LLC now owns 73 shares of the software giant’s stock valued at $36,000 after buying an additional 58 shares in the last quarter. LSV Asset Management bought a new stake in shares of Microsoft during the 4th quarter worth approximately $44,000. Finally, University of Illinois Foundation acquired a new stake in shares of Microsoft during the 2nd quarter worth approximately $50,000. 71.13% of the stock is currently owned by institutional investors.

Microsoft News Roundup

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

Insiders Place Their Bets

In other 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 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. The trade was a 4.86% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. 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 transaction of $19,967,640.00. Following the completion of the transaction, the insider directly owned 461,597 shares of the company’s stock, valued at approximately $239,402,668.08. This trade represents a 7.70% decrease in their ownership of the stock. 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 over the last three months. 0.03% of the stock is currently owned by company insiders.

Microsoft Stock Performance

Microsoft stock opened at $479.28 on Friday. Microsoft Corporation has a fifty-two week low of $344.79 and a fifty-two week high of $555.45. The stock’s 50 day simple moving average is $488.14 and its two-hundred day simple moving average is $503.71. The company has a debt-to-equity ratio of 0.10, a quick ratio of 1.39 and a current ratio of 1.40. The stock 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 EPS for the quarter, topping the consensus estimate of $3.65 by $0.48. The business had revenue of $77.67 billion for the quarter, compared to analyst estimates 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 in the previous year, the firm posted $3.30 earnings per share. As a group, analysts expect that Microsoft Corporation will post 13.08 earnings per share for the current fiscal year.

Microsoft Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, March 12th. Shareholders of record on Thursday, February 19th will be given 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 is Thursday, February 19th. Microsoft’s dividend payout ratio is presently 25.89%.

Analyst Ratings Changes

Several brokerages recently weighed in on MSFT. Evercore ISI set a $640.00 price objective on Microsoft in a research report on Thursday, October 30th. DA Davidson reissued a “buy” rating and set a $650.00 target price on shares of Microsoft in a research note on Thursday, December 4th. Wolfe Research reduced their price target on shares of Microsoft from $675.00 to $625.00 and set an “outperform” rating on the stock in a research note on Monday, December 15th. Robert W. Baird assumed coverage on shares of Microsoft in a research report on Friday, November 14th. They set an “outperform” rating and a $600.00 price objective for the company. Finally, Wall Street Zen raised shares of Microsoft from a “hold” rating to a “buy” rating in a research note on Saturday. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-seven have given a Buy rating and four have given a Hold rating to the company. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $630.11.

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).