Global Assets Advisory LLC Acquires 1,904 Shares of Microsoft Corporation $MSFT

Global Assets Advisory LLC grew its stake in shares of Microsoft Corporation (NASDAQ:MSFT) by 19.3% during the 3rd quarter, HoldingsChannel reports. The fund owned 11,786 shares of the software giant’s stock after buying an additional 1,904 shares during the period. Microsoft comprises 1.8% of Global Assets Advisory LLC’s portfolio, making the stock its 11th biggest holding. Global Assets Advisory LLC’s holdings in Microsoft were worth $6,105,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds and other institutional investors also recently made changes to their positions in the company. AlphaQuest LLC raised its stake in shares of Microsoft by 5.9% during the second quarter. AlphaQuest LLC now owns 342 shares of the software giant’s stock worth $170,000 after acquiring an additional 19 shares in the last quarter. BLVD Private Wealth LLC raised its position in Microsoft by 0.6% in the 3rd quarter. BLVD Private Wealth LLC now owns 3,169 shares of the software giant’s stock worth $1,641,000 after purchasing an additional 19 shares during the period. Red Mountain Financial LLC lifted its stake in Microsoft by 0.7% in the second quarter. Red Mountain Financial LLC now owns 2,761 shares of the software giant’s stock worth $1,373,000 after purchasing an additional 20 shares during the last quarter. Onyx Financial Advisors LLC boosted its position in Microsoft by 0.3% during the second quarter. Onyx Financial Advisors LLC now owns 7,108 shares of the software giant’s stock valued at $3,536,000 after buying an additional 20 shares during the period. Finally, Foundation Wealth Management LLC PA grew its stake in shares of Microsoft by 1.6% during the second quarter. Foundation Wealth Management LLC PA now owns 1,276 shares of the software giant’s stock valued at $635,000 after buying an additional 20 shares during the last quarter. 71.13% of the stock is currently owned by institutional investors.

Microsoft Price Performance

Shares of NASDAQ:MSFT opened at $398.46 on Friday. The business has a fifty day moving average price of $453.76 and a 200-day moving average price of $489.29. The company has a debt-to-equity ratio of 0.09, a current ratio of 1.39 and a quick ratio of 1.38. The company has a market capitalization of $2.96 trillion, a PE ratio of 24.92, a PEG ratio of 1.56 and a beta of 1.08. Microsoft Corporation has a 1-year low of $344.79 and a 1-year high of $555.45.

Microsoft (NASDAQ:MSFT) last announced its quarterly earnings data on Wednesday, January 28th. The software giant reported $4.14 EPS for the quarter, beating the consensus estimate of $3.86 by $0.28. The company had revenue of $81.27 billion for the quarter, compared to the consensus estimate of $80.28 billion. Microsoft had a net margin of 39.04% and a return on equity of 32.34%. Microsoft’s revenue for the quarter was up 16.7% on a year-over-year basis. During the same period in the prior year, the firm posted $3.23 EPS. As a group, equities analysts expect that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

Microsoft Announces Dividend

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

Analyst Upgrades and Downgrades

MSFT has been the subject of a number of recent research reports. Oppenheimer reissued an “outperform” rating on shares of Microsoft in a research note on Thursday, January 29th. Guggenheim reiterated a “buy” rating and issued a $586.00 price objective on shares of Microsoft in a research report on Thursday, January 22nd. TD Cowen reaffirmed a “buy” rating on shares of Microsoft in a research note on Thursday, January 29th. Wells Fargo & Company dropped their price target on shares of Microsoft from $630.00 to $615.00 and set an “overweight” rating for the company in a research report on Thursday, January 29th. Finally, Melius Research set a $430.00 price target on shares of Microsoft in a report on Monday, February 9th. Two research analysts have rated the stock with a Strong Buy rating, thirty-nine have given a Buy rating and four have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $591.95.

More Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft locked in a long‑duration revenue arrangement with OpenAI (20% share extended through 2032), creating a sizeable, recurring cash‑flow channel tied to the AI leader — a clear structural upside for MSFT’s AI monetization thesis. Read More.
• Positive Sentiment: Insider buying: director John W. Stanton purchased 5,000 shares (~$2M), a behavioral vote of confidence that can help stabilize sentiment after recent weakness. Read More.
• Positive Sentiment: Wall Street / institutional interest: Morgan Stanley and other firms highlight MSFT as under‑owned and many hedge funds/institutions have added to positions or maintained positive ratings — supports potential inflows if risk appetite returns. Read More.
• Positive Sentiment: ESG/operational: Microsoft commits to continue matching its electricity needs with renewable purchases as it scales data‑centers, lowering regulatory/ESG risk for long‑term investors. Read More.
• Neutral Sentiment: Growth vs. capex trade: Microsoft says it’s on pace to invest ~$50B in AI across the Global South by 2030 — a large, long‑term market expansion but one that requires heavy upfront capex and multi‑year execution. Read More.
• Neutral Sentiment: Partnerships/enterprise traction: CrowdStrike’s Falcon is now available on Microsoft Marketplace, which increases enterprise stickiness and could drive incremental marketplace revenue over time (limited immediate impact). Read More.
• Neutral Sentiment: Industry moves (indirect effect): NVIDIA and Meta deepen their AI alliance and huge capex plans — this underscores relentless demand for compute but also signals competitors (Meta) spending to build infrastructure that could reduce future cloud demand. Implication for MSFT is mixed. Read More.
• Negative Sentiment: Near‑term selling and rotation: several pieces point to investor dumping and downgrades after a strong earnings beat — concerns that MSFT’s massive AI infrastructure spending will pressure near‑term margins have triggered profit‑taking and volatility. Read More.
• Negative Sentiment: Product/security jitters and sector pressure: reports of an Office/Copilot bug and research on “recommendation poisoning,” together with tech‑sector downgrades, amplify short‑term adoption and regulatory risk narratives. Read More. Read More.

Insider Buying and Selling

In related news, CEO Judson Althoff sold 12,750 shares of the company’s stock in a transaction that occurred on Tuesday, December 2nd. The stock was sold at an average price of $491.52, for a total value of $6,266,880.00. Following the transaction, the chief executive officer directly owned 129,349 shares of the company’s stock, valued at approximately $63,577,620.48. This represents a 8.97% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, EVP Takeshi Numoto sold 2,850 shares of the stock in a transaction on Thursday, December 4th. The shares were sold at an average price of $478.72, for a total value of $1,364,352.00. Following the sale, the executive vice president owned 55,782 shares in the company, valued at approximately $26,703,959.04. This represents a 4.86% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 0.03% of the stock is owned by company insiders.

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).