Wilmington Savings Fund Society FSB Trims Holdings in Microsoft Corporation $MSFT

Posted by ABMN Staff on Feb 7th, 2026

Wilmington Savings Fund Society FSB lowered its position in Microsoft Corporation (NASDAQ:MSFT – Free Report) by 1.8% in the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 417,720 shares of the software giant’s stock after selling 7,463 shares during the quarter. Microsoft accounts for 3.6% of Wilmington Savings Fund Society FSB’s holdings, making the stock its 5th largest position. Wilmington Savings Fund Society FSB’s holdings in Microsoft were worth $216,358,000 as of its most recent SEC filing.

A number of other institutional investors have also recently added to or reduced their stakes in MSFT. Longfellow Investment Management Co. LLC raised its position in shares of Microsoft by 51.3% in the 2nd 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. Bayforest Capital Ltd bought a new stake in Microsoft during the 3rd quarter worth approximately $38,000. LSV Asset Management bought a new stake in shares of Microsoft in the 4th quarter worth $44,000. University of Illinois Foundation bought a new position in shares of Microsoft during the 2nd quarter worth approximately $50,000. Finally, ROSS JOHNSON & Associates LLC grew its stake in Microsoft by 155.7% in 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 period. 71.13% of the stock is owned by institutional investors.

Microsoft Price Performance

Shares of NASDAQ:MSFT opened at $401.14 on Friday. 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 stock has a market cap of $2.98 trillion, a PE ratio of 25.09, a PEG ratio of 1.54 and a beta of 1.08. The company’s fifty day moving average is $468.42 and its 200 day moving average is $496.24. Microsoft Corporation has a 52 week low of $344.79 and a 52 week high of $555.45.

Microsoft (NASDAQ:MSFT – Get Free Report) last issued its earnings results on Wednesday, January 28th. The software giant reported $4.14 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.86 by $0.28. The firm had revenue of $81.27 billion for the quarter, compared to analysts’ expectations of $80.28 billion. Microsoft had a net margin of 39.04% and a return on equity of 32.34%. The business’s revenue was up 16.7% on a year-over-year basis. During the same quarter last year, the business earned $3.23 earnings per share. Research analysts anticipate that Microsoft Corporation will post 13.08 earnings per share for the current year.

Microsoft Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Thursday, March 12th. Stockholders of record on Thursday, February 19th will be paid a dividend of $0.91 per share. The ex-dividend date of this dividend is Thursday, February 19th. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.9%. Microsoft’s payout ratio is presently 22.76%.

Wall Street Analysts Forecast Growth

MSFT has been the subject of a number of research reports. Wall Street Zen downgraded shares of Microsoft from a “buy” rating to a “hold” rating in a research report on Sunday, January 18th. Stifel Nicolaus reissued a “hold” rating and set a $392.00 price objective (down from $540.00) on shares of Microsoft in a report on Thursday. Cantor Fitzgerald reissued an “overweight” rating and issued a $590.00 target price on shares of Microsoft in a research report on Thursday, January 29th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Microsoft in a research report on Thursday, January 22nd. Finally, Citigroup cut their target price on shares of Microsoft from $660.00 to $635.00 and set a “buy” rating for the company in a research report on Thursday, January 29th. Two research analysts have rated the stock with a Strong Buy rating, thirty-nine have given a Buy rating and three have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $596.95.

Check Out Our Latest Analysis on Microsoft

Microsoft News Roundup

Here are the key news stories impacting Microsoft this week:

Positive Sentiment: Analysts and notes highlighting Microsoft’s relatively durable free cash flow versus other hyperscalers are soothing investors worried about AI capex. Why Microsoft’s Cash Flow Sets It Apart from Other Hyperscalers
Positive Sentiment: Microsoft’s large, funded partner programs (notably the multibillion‑dollar IREN deal) are progressing — IREN secured financing and management says Microsoft prepayments/backing reduce execution risk for deploying AI capacity. That validates Microsoft’s ability to source external infrastructure without bearing all capex. IREN Earnings Were Ugly—Is a Beautiful Future Already Funded?
Positive Sentiment: Institutional flows show some buyers stepping in (reported stake increases by managers), suggesting bargain hunting after the pullback. Manning & Napier Advisors boosts Microsoft stake
Positive Sentiment: Government partnerships (UK deepfake detection) reinforce Microsoft’s regulatory/trust positioning for AI tools — a reputational plus that can support enterprise adoption. Britain to work with Microsoft to build deepfake detection system
Neutral Sentiment: Broader hyperscaler capex is surging (reports of ~$700B combined spending), a structural trend that supports long‑term AI revenue but puts near‑term pressure on free cash flow across the group. Tech AI spending may approach $700 billion this year, but the blow to cash raises red flags
Neutral Sentiment: Infrastructure market evolution (bitcoin miners pivoting to lease power to AI customers) creates more supplier options for Microsoft to scale capacity without owning all sites — strategic but execution‑dependent. The Great Pivot: Bitcoin Miners Are Becoming AI’s Landlords
Negative Sentiment: Stifel’s rare downgrade (Hold) and analyst concern about Google/Anthropic competition for Azure weighed on sentiment earlier this week and triggered part of the sell‑off. Microsoft Stock Gets a Rare Downgrade. AI Competition Is Heating Up for Azure.
Negative Sentiment: Specific execution worries — slower Copilot adoption and signs of softer Azure acceleration in the quarter — remain key risk points investors are watching; these were central to the post‑earnings sell‑off. Microsoft (MSFT) Stock: Should You Buy After 22% Plunge?
Negative Sentiment: Macro/market psychology: an AI‑led rotation has erased large amounts of Big Tech market value, amplifying volatility for Microsoft even when fundamentals look mixed. Big Tech sees over $1 trillion wiped from stocks as fears of AI bubble ignite sell-off

Insider Activity at Microsoft

In other news, CEO Judson Althoff sold 12,750 shares of the business’s stock in a transaction on 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 sale, the chief executive officer owned 129,349 shares in the company, valued at approximately $63,577,620.48. The trade was a 8.97% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, EVP Takeshi Numoto sold 2,850 shares of the company’s 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 completion of the sale, the executive vice president directly owned 55,782 shares in the company, valued at $26,703,959.04. This represents a 4.86% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 0.03% of the stock is currently owned by corporate insiders.

Microsoft Company Profile

(Free Report)

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).