Sagespring Wealth Partners LLC Purchases 4,932 Shares of Microsoft Corporation $MSFT

Sagespring Wealth Partners LLC increased its position in shares of Microsoft Corporation (NASDAQ:MSFT) by 4.5% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 114,637 shares of the software giant’s stock after acquiring an additional 4,932 shares during the period. Microsoft comprises 0.5% of Sagespring Wealth Partners LLC’s holdings, making the stock its 28th largest holding. Sagespring Wealth Partners LLC’s holdings in Microsoft were worth $59,376,000 at the end of the most recent reporting period.

A number of other institutional investors also recently modified their holdings of MSFT. Longfellow Investment Management Co. LLC lifted its stake 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 valued at $29,000 after acquiring an additional 20 shares during the last quarter. Bayforest Capital Ltd acquired a new stake in shares of Microsoft during the third quarter valued at about $38,000. LSV Asset Management bought a new stake in shares of Microsoft during the fourth quarter worth about $44,000. Sellwood Investment Partners LLC acquired a new position in shares of Microsoft in the third quarter valued at approximately $49,000. Finally, University of Illinois Foundation acquired a new stake in Microsoft during the 2nd quarter worth approximately $50,000. Institutional investors and hedge funds own 71.13% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities analysts have issued reports on MSFT shares. 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 research report on Thursday, January 29th. Weiss Ratings restated a “buy (b)” rating on shares of Microsoft in a report on Thursday, January 22nd. Jefferies Financial Group reaffirmed a “buy” rating on shares of Microsoft in a research note on Thursday, January 22nd. Cantor Fitzgerald reissued an “overweight” rating and issued a $590.00 price target on shares of Microsoft in a research note on Thursday, January 29th. Finally, TD Cowen reissued a “buy” rating on shares of Microsoft in a research note on Thursday, January 29th. Two investment 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. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $591.95.

Insiders Place Their Bets

In other news, Director John W. Stanton acquired 5,000 shares of Microsoft stock in a transaction on Wednesday, February 18th. The stock was acquired at an average cost of $397.35 per share, with a total value of $1,986,750.00. Following the transaction, the director owned 83,905 shares of the company’s stock, valued at approximately $33,339,651.75. This trade represents a 6.34% increase in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Takeshi Numoto sold 2,850 shares of Microsoft stock in a transaction that occurred on 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 transaction, the executive vice president directly owned 55,782 shares in the company, valued at approximately $26,703,959.04. This represents a 4.86% decrease in their position. The SEC filing for this sale provides additional information. 0.03% of the stock is currently owned by insiders.

Microsoft Stock Performance

Shares of Microsoft stock opened at $398.46 on Friday. Microsoft Corporation has a 52 week low of $344.79 and a 52 week high of $555.45. 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 business has a 50 day moving average price of $453.76 and a 200-day moving average price of $489.29. The company has a market cap of $2.96 trillion, a PE ratio of 24.92, a price-to-earnings-growth ratio of 1.56 and a beta of 1.08.

Microsoft (NASDAQ:MSFT) last announced its earnings results on Wednesday, January 28th. The software giant reported $4.14 earnings per share (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 analysts’ expectations of $80.28 billion. Microsoft had a return on equity of 32.34% and a net margin of 39.04%.Microsoft’s quarterly revenue was up 16.7% on a year-over-year basis. During the same quarter in the previous year, the firm earned $3.23 earnings per share. Equities analysts anticipate that Microsoft Corporation will post 13.08 earnings per share for the current fiscal year.

Microsoft Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, March 12th. Investors of record on Thursday, February 19th will be issued 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 0.9%. Microsoft’s payout ratio is 22.76%.

Microsoft News Summary

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.

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).