Microsoft Corporation $MSFT Shares Purchased by Atlantic Edge Private Wealth Management LLC

Atlantic Edge Private Wealth Management LLC boosted its holdings in shares of Microsoft Corporation (NASDAQ:MSFT) by 31.9% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 17,534 shares of the software giant’s stock after purchasing an additional 4,240 shares during the period. Microsoft makes up approximately 2.3% of Atlantic Edge Private Wealth Management LLC’s holdings, making the stock its 11th biggest position. Atlantic Edge Private Wealth Management LLC’s holdings in Microsoft were worth $9,082,000 as of its most recent SEC filing.

Other hedge funds have also recently added to or reduced their stakes in the company. AlphaQuest LLC increased its position in Microsoft by 5.9% in the 2nd quarter. AlphaQuest LLC now owns 342 shares of the software giant’s stock worth $170,000 after purchasing an additional 19 shares during the last quarter. Seek First Inc. increased its holdings in Microsoft by 1.5% in the second quarter. Seek First Inc. now owns 1,358 shares of the software giant’s stock worth $675,000 after buying an additional 20 shares during the last quarter. Level Financial Advisors increased its holdings in Microsoft by 0.8% in the second quarter. Level Financial Advisors now owns 2,680 shares of the software giant’s stock worth $1,333,000 after buying an additional 20 shares during the last quarter. Red Mountain Financial LLC raised its position in Microsoft by 0.7% during the second quarter. Red Mountain Financial LLC now owns 2,761 shares of the software giant’s stock valued at $1,373,000 after acquiring an additional 20 shares in the last quarter. Finally, Onyx Financial Advisors LLC lifted its stake in Microsoft by 0.3% in the second quarter. Onyx Financial Advisors LLC now owns 7,108 shares of the software giant’s stock valued at $3,536,000 after acquiring an additional 20 shares during the last quarter. Institutional investors and hedge funds own 71.13% of the company’s stock.

Microsoft News Roundup

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Large commercial deals and partnerships underpin continued demand — Microsoft landed a major cloud customer agreement (Perplexity, reported as a $750M deal), which demonstrates Azure can win sizable AI workloads and supports future revenue. Perplexity signs $750 million AI cloud deal with Microsoft
• Positive Sentiment: Long-term AI opportunity remains large — analysts and commentators note that potential liquidity events (e.g., an OpenAI IPO) and continued hyperscaler AI demand could boost infrastructure spending that benefits Microsoft’s cloud and services over time. Could A $1 Trillion OpenAI IPO Save The Day For Nvidia, Microsoft?
• Positive Sentiment: Backlog/RPO growth signals demand — Microsoft’s commercial remaining performance obligations (backlog) jumped materially year-over-year, implying multi-year contracted revenue tied to AI workloads. Microsoft demand backlog doubles to $625 billion
• Neutral Sentiment: Quarterly results were solid but mixed — MSFT beat on revenue and EPS (Q2 results) yet the company issued guidance and commentary that implied a modest moderation in Azure growth vs. prior quarter; the market is parsing growth vs. the cost profile. Microsoft Q2 earnings beat on top and bottom lines
• Neutral Sentiment: Options and sentiment flows amplify moves — unusually high call-option buying and heavy volume have increased intraday volatility and may accentuate both selloffs and snapbacks. Stock Of The Day: Is This The Bottom For Microsoft?
• Negative Sentiment: Investor backlash to capex and margin risk — the core negative: investors punished MSFT because AI capex jumped (reported ~$37.5B in the quarter) while Azure growth showed signs of slowing, raising doubts about near-term returns. That drove a sharp selloff and a big market-cap contraction. Microsoft tumbled 10% in a day and isn’t recovering premarket. Here’s why
• Negative Sentiment: Analyst cuts & guidance uncertainty — several firms trimmed price targets or flagged near-term Azure/margin risks, increasing downside pressure even as many maintain buy ratings longer term. These Analysts Slash Their Forecasts On Microsoft Following Q2 Results
• Negative Sentiment: Legal/investor scrutiny follows the shock drop — law firms have opened investigations and class-action notices have surfaced, which can keep sentiment fragile near-term. Microsoft Corporation Investigated on Behalf of Investors

Insiders Place Their Bets

In related news, insider Bradford L. Smith sold 38,500 shares of the firm’s stock in a transaction dated Monday, November 3rd. The stock was sold at an average price of $518.64, for a total value of $19,967,640.00. Following the transaction, the insider owned 461,597 shares in the company, valued at $239,402,668.08. This trade represents a 7.70% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, 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 completion of the sale, the executive vice president 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 disclosure for this sale is available in the SEC filing. Insiders have sold a total of 54,100 shares of company stock valued at $27,598,872 in the last 90 days. 0.03% of the stock is currently owned by insiders.

Wall Street Analysts Forecast Growth

A number of analysts have weighed in on MSFT shares. Barclays reaffirmed an “overweight” rating and issued a $600.00 price target (down previously from $610.00) on shares of Microsoft in a research report on Thursday. Sanford C. Bernstein restated an “outperform” rating and issued a $641.00 target price (down from $645.00) on shares of Microsoft in a report on Thursday. Morgan Stanley reaffirmed an “overweight” rating on shares of Microsoft in a research report on Thursday. DZ Bank reissued a “buy” rating on shares of Microsoft in a research report on Thursday. Finally, Wall Street Zen downgraded shares of Microsoft from a “buy” rating to a “hold” rating in a report on Sunday, January 18th. One equities research analyst has rated the stock with a Strong Buy rating, forty have issued a Buy rating and three have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $597.73.

Microsoft Price Performance

Shares of MSFT stock opened at $430.29 on Friday. The stock’s fifty day simple moving average is $475.83 and its 200 day simple moving average is $499.66. Microsoft Corporation has a one year low of $344.79 and a one year high of $555.45. The firm has a market cap of $3.20 trillion, a price-to-earnings ratio of 26.91, a P/E/G ratio of 1.74 and a beta of 1.07. The company has a debt-to-equity ratio of 0.09, a current ratio of 1.39 and a quick ratio of 1.39.

Microsoft (NASDAQ:MSFT) last posted its earnings results on Wednesday, January 28th. The software giant reported $4.14 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $3.86 by $0.28. Microsoft had a net margin of 39.04% and a return on equity of 32.34%. The company had revenue of $81.27 billion during the quarter, compared to analysts’ expectations of $80.28 billion. During the same quarter in the previous year, the company posted $3.23 earnings per share. Microsoft’s quarterly revenue was up 16.7% compared to the same quarter last year. On average, analysts expect that Microsoft Corporation will post 13.08 earnings per share for the current fiscal year.

Microsoft Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Thursday, March 12th. Investors of record on Thursday, February 19th will be given a dividend of $0.91 per share. The ex-dividend date is Thursday, February 19th. This represents a $3.64 annualized dividend and a yield of 0.8%. Microsoft’s dividend payout ratio is 22.76%.

Microsoft Company 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).