Klingman & Associates LLC Buys 1,492 Shares of Microsoft Corporation $MSFT

Klingman & Associates LLC increased its position in Microsoft Corporation (NASDAQ:MSFT) by 4.4% in the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 35,542 shares of the software giant’s stock after purchasing an additional 1,492 shares during the quarter. Microsoft accounts for 0.9% of Klingman & Associates LLC’s portfolio, making the stock its 29th biggest holding. Klingman & Associates LLC’s holdings in Microsoft were worth $18,409,000 at the end of the most recent reporting period.

A number of other institutional investors have also added to or reduced their stakes in MSFT. AlphaQuest LLC grew its holdings in shares of Microsoft by 5.9% during the second quarter. AlphaQuest LLC now owns 342 shares of the software giant’s stock valued at $170,000 after buying an additional 19 shares during the last quarter. Level Financial Advisors raised its holdings in shares of Microsoft by 0.8% in the 2nd quarter. Level Financial Advisors now owns 2,680 shares of the software giant’s stock worth $1,333,000 after acquiring an additional 20 shares during the last quarter. Red Mountain Financial LLC lifted its position in Microsoft by 0.7% in the 2nd 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. Onyx Financial Advisors LLC boosted its stake in Microsoft by 0.3% during the 2nd quarter. Onyx Financial Advisors LLC now owns 7,108 shares of the software giant’s stock valued at $3,536,000 after purchasing an additional 20 shares during the last quarter. Finally, Foundation Wealth Management LLC PA increased its holdings in Microsoft by 1.6% during the 2nd quarter. Foundation Wealth Management LLC PA now owns 1,276 shares of the software giant’s stock worth $635,000 after purchasing an additional 20 shares in the last quarter. 71.13% of the stock is owned by institutional investors and hedge funds.

Microsoft Trading Down 2.9%

Shares of MSFT stock opened at $411.21 on Wednesday. The company has a quick ratio of 1.38, a current ratio of 1.39 and a debt-to-equity ratio of 0.09. The firm has a market cap of $3.05 trillion, a P/E ratio of 25.72, a PEG ratio of 1.66 and a beta of 1.08. The company has a 50 day moving average of $473.51 and a 200-day moving average of $498.30. Microsoft Corporation has a 12-month low of $344.79 and a 12-month high of $555.45.

Microsoft (NASDAQ:MSFT) last announced its quarterly earnings data on Wednesday, January 28th. The software giant reported $4.14 earnings per share for the quarter, beating the consensus estimate of $3.86 by $0.28. The business had revenue of $81.27 billion during the quarter, compared to analyst estimates of $80.28 billion. Microsoft had a return on equity of 32.34% and a net margin of 39.04%.Microsoft’s revenue was up 16.7% compared to the same quarter last year. During the same period in the prior year, the company earned $3.23 earnings per share. Sell-side analysts anticipate that Microsoft Corporation will post 13.08 earnings per share for the current year.

Microsoft Dividend Announcement

The firm also recently disclosed 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. The ex-dividend date of this dividend is Thursday, February 19th. This represents a $3.64 annualized dividend and a yield of 0.9%. Microsoft’s dividend payout ratio is 22.76%.

Insider Activity

In other Microsoft news, EVP Takeshi Numoto sold 2,850 shares of the stock in a transaction dated Thursday, December 4th. The shares were sold at an average price of $478.72, for a total transaction of $1,364,352.00. Following the completion of the transaction, the executive vice president owned 55,782 shares in the company, valued at $26,703,959.04. This trade 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 through this link. Also, CEO Judson Althoff sold 12,750 shares of Microsoft stock in a transaction dated 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 transaction, the chief executive officer owned 129,349 shares of the company’s stock, valued at $63,577,620.48. The trade was a 8.97% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 0.03% of the stock is owned by corporate insiders.

Analyst Upgrades and Downgrades

Several research analysts recently issued reports on the company. Stifel Nicolaus set a $540.00 target price on Microsoft in a research report on Thursday, January 29th. Mizuho dropped their price objective on Microsoft from $640.00 to $620.00 and set an “outperform” rating on the stock in a research note on Wednesday, January 21st. Daiwa Capital Markets reduced their target price on shares of Microsoft from $640.00 to $630.00 and set a “buy” rating for the company in a research note on Friday, November 7th. Weiss Ratings reissued a “buy (b)” rating on shares of Microsoft in a research report on Thursday, January 22nd. Finally, Deutsche Bank Aktiengesellschaft reduced their price objective on shares of Microsoft from $630.00 to $575.00 and set a “buy” rating for the company in a research report on Thursday, January 29th. Two investment analysts have rated the stock with a Strong Buy rating, forty have given a Buy rating and three have given a Hold rating to the company. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $597.73.

Microsoft News Summary

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Management moves to accelerate AI sales — Microsoft promoted commercial sales leaders to shorten the customer feedback loop and speed enterprise AI adoption, which may help convert AI investments into revenue faster. Microsoft promotes sales leaders as company pursues AI growth
• Positive Sentiment: Analyst support and upgrades — Some brokers have reiterated buy/strong‑buy ratings and high price targets after the quarter, arguing the pullback presents a long‑term buying opportunity. That institutional backing can cushion further downside. Phillip Securities upgrade via Zacks
• Positive Sentiment: Product roadmap: Maia chip and AI cloud positioning — Microsoft is highlighting new AI hardware (Maia chip) and cloud AI capability expansion, reinforcing its competitive positioning in the AI stack. If deployments monetize, this supports longer‑term growth. Microsoft highlights Maia chip launch
• Neutral Sentiment: Hardware cycle signal — Market signals (e.g., SanDisk strength) point to an edge AI hardware refresh that benefits OEMs and infrastructure suppliers; Microsoft could benefit indirectly via Azure demand but the primary winners may be hardware vendors. The AI in a Box Trade: Hardware Is the Next Boom
• Neutral Sentiment: AI ecosystem deals highlight secular demand — Large partnerships in the cloud/AI space (e.g., Snowflake + OpenAI) validate ongoing enterprise AI spend, which is a positive structural tailwind for Microsoft’s cloud services even if near‑term economics are under pressure. Snowflake’s $200M Bet: Can The OpenAI Deal Fix the Slump?
• Negative Sentiment: Earnings reaction: growth vs. spending worries — Analysts and investors punished the stock after results: revenue/earnings beat but Azure growth cooled and management signaled heavy AI capex, raising concerns that spending will weigh on near‑term margins and guidance. That is the primary driver of today’s decline. Here’s Why Microsoft Fell After Earnings, Despite Beating Expectations
• Negative Sentiment: Geopolitical/regulatory risk in Europe — France and other European actors pushing native alternatives to Teams/Zoom underscore digital‑sovereignty headwinds that could slow enterprise adoption or create regional revenue pressure over time. France ditches Zoom and Teams for homegrown system
• Negative Sentiment: Analyst target trims and insider selling amplify caution — Some firms trimmed targets and public filings show material insider sales; combined with high volume selling, this reinforces near‑term downward pressure despite long‑term bull cases. Analysts Cut Microsoft (MSFT) Price Targets

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).