Microsoft Corporation $MSFT Shares Sold by MassMutual Private Wealth & Trust FSB

MassMutual Private Wealth & Trust FSB trimmed its stake in shares of Microsoft Corporation (NASDAQ:MSFT) by 2.0% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 382,294 shares of the software giant’s stock after selling 7,976 shares during the quarter. Microsoft accounts for 5.0% of MassMutual Private Wealth & Trust FSB’s portfolio, making the stock its 2nd largest holding. MassMutual Private Wealth & Trust FSB’s holdings in Microsoft were worth $198,009,000 as of its most recent SEC filing.

Several other large investors also recently modified their holdings of MSFT. Longfellow Investment Management Co. LLC raised its stake in Microsoft by 51.3% during the second quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant’s stock worth $29,000 after acquiring an additional 20 shares in the last quarter. Westend Capital Management LLC grew its holdings 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 worth $36,000 after purchasing an additional 58 shares during the last quarter. LSV Asset Management acquired a new stake in shares of Microsoft during the 4th quarter worth about $44,000. University of Illinois Foundation acquired a new stake in shares of Microsoft during the 2nd quarter worth about $50,000. Finally, ROSS JOHNSON & Associates LLC lifted its holdings in Microsoft by 155.7% during the 1st quarter. ROSS JOHNSON & Associates LLC now owns 156 shares of the software giant’s stock valued at $59,000 after purchasing an additional 95 shares during the last quarter. 71.13% of the stock is currently owned by institutional investors.

Microsoft Price Performance

Shares of MSFT stock opened at $465.95 on Friday. The firm has a market cap of $3.46 trillion, a price-to-earnings ratio of 33.14, a PEG ratio of 1.88 and a beta of 1.07. Microsoft Corporation has a 12 month low of $344.79 and a 12 month high of $555.45. 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 stock has a 50-day moving average price of $478.69 and a 200 day moving average price of $501.21.

Microsoft (NASDAQ:MSFT) last released its earnings results on Wednesday, October 29th. The software giant reported $4.13 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates 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 the consensus estimate of $75.49 billion. During the same period in the prior year, the company posted $3.30 EPS. The company’s revenue was up 18.4% compared to the same quarter last year. Research analysts expect that Microsoft Corporation will post 13.08 EPS for the current year.

Microsoft Dividend Announcement

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

Analysts Set New Price Targets

Several analysts have weighed in on MSFT shares. Wells Fargo & Company decreased their price objective on shares of Microsoft from $665.00 to $630.00 and set an “overweight” rating on the stock in a research note on Thursday. BMO Capital Markets decreased their price target on Microsoft from $650.00 to $625.00 and set an “outperform” rating on the stock in a research report on Thursday, October 30th. Rothschild Redb downgraded Microsoft from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, November 18th. TD Cowen reduced their price objective on Microsoft from $655.00 to $625.00 and set a “buy” rating on the stock in a research note on Tuesday. Finally, Mizuho decreased their target price on Microsoft from $640.00 to $620.00 and set an “outperform” rating on the stock in a report on Wednesday. Three research analysts have rated the stock with a Strong Buy rating, thirty-five have assigned a Buy rating and three have assigned a Hold rating to the company’s stock. According to MarketBeat, Microsoft currently has an average rating of “Buy” and an average price target of $618.18.

More Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: New AI and robotics announcements — Microsoft unveiled robotics/agentic AI initiatives and pushed further into agentic AI for retail and frontline use, boosting enthusiasm that its product roadmap will translate into revenue from AI workloads. Read More.
• Positive Sentiment: Defense cloud contract — Microsoft won a sizable Air Force Cloud One task order (~$170M) that validates Azure’s position in government/defense spending and provides a tangible near‑term revenue win. Read More.
• Positive Sentiment: Investor reassessment of valuation — After recent weakness MSFT is seeing a rebound as analysts and market commentators highlight Microsoft’s relative growth, profitability and balance‑sheet strength versus software peers. That sentiment helped the stock move back up today. Read More.
• Neutral Sentiment: Analyst reaffirmations and mixed targets — Several firms (Jefferies, Guggenheim, UBS) kept Buy ratings even as many groups trimmed price targets; that leaves a mix of support and pressure in the tape heading into earnings. Read More.
• Negative Sentiment: Multiple price‑target cuts and downgrades — A wave of target trims (Cantor Fitzgerald, Wells Fargo adjustments, Rothschild/Redburn cuts and other downgrades) is adding selling pressure and keeps expectations muted into the Jan. 28 earnings print. Read More.
• Negative Sentiment: Service outages and security/privacy headlines — Recent widespread Microsoft 365/Outlook outages disrupted customers and raised reliability concerns; separate reports about providing BitLocker recovery keys to the FBI introduce potential reputational/privacy scrutiny. Read More.

Insiders Place Their Bets

In related news, CEO Judson Althoff sold 12,750 shares of Microsoft stock in a transaction on Tuesday, December 2nd. The stock was sold at an average price of $491.52, for a total transaction of $6,266,880.00. Following the completion of the sale, the chief executive officer directly owned 129,349 shares of the company’s stock, valued at $63,577,620.48. The trade was a 8.97% 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 company’s stock in a transaction dated 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 of the company’s stock, valued at $239,402,668.08. This represents a 7.70% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 54,100 shares of company stock valued at $27,598,872. Company insiders own 0.03% of the company’s stock.

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).