Chemistry Wealth Management LLC Acquires 1,201 Shares of Microsoft Corporation $MSFT

Chemistry Wealth Management LLC increased its position in shares of Microsoft Corporation (NASDAQ:MSFT) by 6.6% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 19,275 shares of the software giant’s stock after purchasing an additional 1,201 shares during the quarter. Microsoft makes up approximately 1.9% of Chemistry Wealth Management LLC’s holdings, making the stock its 12th biggest holding. Chemistry Wealth Management LLC’s holdings in Microsoft were worth $9,984,000 at the end of the most recent reporting period.

A number of other large investors also recently modified their holdings of MSFT. WFA Asset Management Corp grew its stake in Microsoft by 27.0% in the first quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant’s stock valued at $427,000 after acquiring an additional 216 shares during the period. Ironwood Wealth Management LLC. raised its position in Microsoft by 0.3% during the second quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant’s stock valued at $5,658,000 after purchasing an additional 38 shares in the last quarter. Discipline Wealth Solutions LLC grew its position in Microsoft by 410.4% during the 3rd quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant’s stock worth $1,144,000 after acquiring an additional 2,138 shares during the last quarter. Wealth Group Ltd. grew its stake in shares of Microsoft by 1.2% in the fourth quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant’s stock worth $1,000,000 after purchasing an additional 28 shares during the last quarter. Finally, Eagle Capital Management LLC increased its position in shares of Microsoft by 0.4% during the fourth quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant’s stock worth $9,735,000 after buying an additional 96 shares during the period. 71.13% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Analyst support: Goldman Sachs and other firms reiterated bullish views (Buy/strong‑buy) citing Azure-led AI growth and compounding AI product cycles, which supports upside to MSFT valuation. Goldman Sachs coverage
• Positive Sentiment: New product / commercial traction: Microsoft is pushing agentic AI (Copilot Checkout, agentic retail automation) and expanding partner deployments (SymphonyAI, Fiserv), which can drive monetization across Microsoft 365 and Azure. Copilot retail initiatives
• Positive Sentiment: Enterprise demand signal: CIO and sell‑side surveys still point to Microsoft as a top beneficiary of rising IT/AI budgets — a structural tailwind for Azure and Copilot monetization. CIO survey / analyst notes
• Neutral Sentiment: Community‑first data‑center plan: Microsoft pledged to cover higher electricity costs, replenish water and pay local taxes to avoid community backlash — positive PR and long‑term permit facilitation, but with unclear near‑term cost impact. Data center initiative
• Neutral Sentiment: Strategic Anthropic usage: Microsoft is integrating Anthropic models into products (a potential diversification of model supply), which could improve product performance but also shifts vendor exposure. Anthropic integration report
• Negative Sentiment: Rising AI vendor spend: Reports MSFT may spend ~ $500M/year on Anthropic models raise concern about higher operating/variable AI costs and margin pressure if revenue realization lags. Anthropic spending concern
• Negative Sentiment: Macro/rotation pressure: Tech re‑rating and Fed/rate uncertainty are prompting a growth‑to‑value rotation that disproportionately hurts large AI‑growth names like Microsoft. That broader market dynamic is a major near‑term headwind. Growth-to-value rotation
• Negative Sentiment: Competitive / sentiment hits: Alphabet’s rally (and other AI partnership headlines) and criticisms around Windows quality in niche areas have weighed on MSFT momentum, contributing to today’s larger decline vs. the broader market. Competitive pressure note

Microsoft Stock Performance

NASDAQ:MSFT opened at $459.38 on Thursday. The company has a market cap of $3.41 trillion, a price-to-earnings ratio of 32.67, a PEG ratio of 1.76 and a beta of 1.07. The company has a debt-to-equity ratio of 0.10, a current ratio of 1.40 and a quick ratio of 1.39. The stock’s 50 day simple moving average is $485.51 and its two-hundred day simple moving average is $503.16. Microsoft Corporation has a 1 year low of $344.79 and a 1 year high of $555.45.

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

Microsoft Dividend Announcement

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 paid a dividend of $0.91 per share. This represents a $3.64 annualized dividend and a yield of 0.8%. The ex-dividend date is Thursday, February 19th. Microsoft’s payout ratio is presently 25.89%.

Analyst Ratings Changes

A number of research analysts have weighed in on the stock. Barclays dropped their price objective on shares of Microsoft from $625.00 to $610.00 and set an “overweight” rating on the stock in a research note on Monday. Wall Street Zen raised shares of Microsoft from a “hold” rating to a “buy” rating in a report on Saturday, January 10th. JPMorgan Chase & Co. reaffirmed a “buy” rating on shares of Microsoft in a research note on Wednesday, November 19th. Mizuho cut Microsoft from a “strong-buy” rating to a “hold” rating in a report on Tuesday, November 18th. Finally, DZ Bank reiterated a “buy” rating on shares of Microsoft in a research note on Thursday, October 30th. Three equities research analysts have rated the stock with a Strong Buy rating, thirty-six have issued a Buy rating and four have given a Hold rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $630.37.

Insider Buying and Selling at Microsoft

In other news, CEO Judson Althoff sold 12,750 shares of the business’s stock in a transaction dated Tuesday, December 2nd. The shares were sold at an average price of $491.52, for a total transaction of $6,266,880.00. Following the transaction, the chief executive officer 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 position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, EVP Takeshi Numoto sold 2,850 shares of the 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 transaction, the executive vice president directly owned 55,782 shares of the company’s stock, valued at approximately $26,703,959.04. This trade represents a 4.86% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 54,100 shares of company stock valued at $27,598,872. 0.03% of the stock is owned by 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).