Microsoft Corporation $MSFT Stock Position Decreased by IronBridge Private Wealth LLC

IronBridge Private Wealth LLC cut its stake in shares of Microsoft Corporation (NASDAQ:MSFT) by 13.4% during the third quarter, Holdings Channel reports. The firm owned 10,481 shares of the software giant’s stock after selling 1,624 shares during the quarter. Microsoft makes up approximately 1.7% of IronBridge Private Wealth LLC’s portfolio, making the stock its 16th largest holding. IronBridge Private Wealth LLC’s holdings in Microsoft were worth $5,429,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also modified their holdings of MSFT. WFA Asset Management Corp lifted its position in shares of Microsoft by 27.0% in the 1st 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 in the last quarter. Ironwood Wealth Management LLC. raised its stake in Microsoft by 0.3% during the 2nd 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 during the period. Discipline Wealth Solutions LLC lifted its holdings in shares of Microsoft by 410.4% in the third quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant’s stock valued at $1,144,000 after purchasing an additional 2,138 shares in the last quarter. Wealth Group Ltd. lifted its holdings 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 valued at $1,000,000 after purchasing an additional 28 shares in the last quarter. Finally, Eagle Capital Management LLC boosted its position in shares of Microsoft by 0.4% in 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. Institutional investors and hedge funds own 71.13% of the company’s stock.

Analyst Ratings Changes

A number of equities research analysts have commented on MSFT shares. Morgan Stanley restated an “overweight” rating on shares of Microsoft in a research report on Thursday, January 29th. JPMorgan Chase & Co. decreased their price target on shares of Microsoft from $575.00 to $550.00 and set an “overweight” rating for the company in a report on Thursday, January 29th. Arete Research boosted their price objective on shares of Microsoft from $710.00 to $730.00 in a research report on Monday, October 27th. Rothschild & Co Redburn set a $450.00 target price on shares of Microsoft in a research report on Wednesday, January 21st. Finally, Cantor Fitzgerald reissued an “overweight” rating and set a $590.00 target price on shares of Microsoft in a research note on Thursday, January 29th. Two analysts have rated the stock with a Strong Buy rating, thirty-nine have given a Buy rating and four have issued a Hold rating to the company’s stock. According to MarketBeat.com, Microsoft presently has an average rating of “Moderate Buy” and an average price target of $591.95.

Key Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft expanded its sustainability leadership with two multi‑year carbon removal purchase deals totaling nearly 3 million tonnes, which bolsters ESG credentials and may support institutional demand from ESG‑focused investors. Microsoft Kicks Off 2026 With Flurry Of Large-Scale Carbon Removal Purchase Deals
• Positive Sentiment: Analysts and media continue to list Microsoft among top AI investment plays (alongside Nvidia & Alphabet), reinforcing long‑term demand narratives for Azure and Copilot products. This supports the stock’s growth story even amid short‑term volatility. Best AI Stocks 2026: NVIDIA, Microsoft, Alphabet Top the List
• Positive Sentiment: Large ETFs (including Vanguard funds) are positioned to capture the AI boom and include Microsoft, which can keep steady passive inflows into MSFT if AI optimism returns. 3 Vanguard ETFs Riding the AI Boom with Nvidia, Microsoft, and Tech Giants
• Neutral Sentiment: Technical/market commentary sees potential post‑holiday recovery setups for major tech names, including MSFT, which is more a trading observation than a fundamentals change. MSFT, GOOG and AMZN Forecast – Major Tech Stocks Looking to Recover After President’s Day
• Neutral Sentiment: Recent hedge fund activity is mixed — some managers trimmed MSFT while others added to positions — indicating divergent institutional views but no clear one‑way pressure yet. (Examples include Sands Capital trimming and Maverick/Soros adding.) Sands Capital Management Trims Microsoft Stake, Sells 394,869 Shares
• Negative Sentiment: Market anxiety from OpenAI’s large compute/backlog pledge has rippled to cloud partners; headlines suggest Oracle, Microsoft and Broadcom shares were hit on fears of elevated AI compute costs and margin pressure. OpenAI Backlog Shockwave: Are Investors Punishing Oracle, Microsoft And Broadcom Over Altman’s Trillion-Dollar Compute Bet?
• Negative Sentiment: Investor disappointment persists around Microsoft’s recent quarter: while results were broadly solid, several writeups note the company “fell short of expectations” on some metrics and that Copilot paying‑customer counts were smaller than hoped — factors driving short‑term selling. Investors Are Selling This AI Stock, but Is It Actually a Screaming Buy?
• Negative Sentiment: Additional hedge‑fund stake reductions (e.g., Altarock’s large cut) add to near‑term selling pressure and reflect some managers de‑risking amid the broader software/AI pullback. Altarock Partners Cuts Massive 486,910‑Share Microsoft Stake

Microsoft Trading Down 0.1%

Shares of NASDAQ:MSFT opened at $401.32 on Tuesday. The company has a current ratio of 1.39, a quick ratio of 1.38 and a debt-to-equity ratio of 0.09. The stock has a market capitalization of $2.98 trillion, a PE ratio of 25.10, a P/E/G ratio of 1.57 and a beta of 1.08. Microsoft Corporation has a 1 year low of $344.79 and a 1 year high of $555.45. The firm has a fifty day moving average price of $458.94 and a 200 day moving average price of $491.45.

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

Microsoft Announces Dividend

The business also recently declared 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 annualized dividend and a yield of 0.9%. The ex-dividend date is Thursday, February 19th. Microsoft’s dividend payout ratio (DPR) is 22.76%.

Insider Buying and Selling

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 value of $6,266,880.00. Following the completion of the sale, the chief executive officer directly owned 129,349 shares in the company, valued at approximately $63,577,620.48. The trade was a 8.97% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP Takeshi Numoto sold 2,850 shares of the firm’s stock in a transaction on 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. The trade was a 4.86% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Company insiders own 0.03% of the company’s stock.

About Microsoft

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).