6,129 Shares in Microsoft Corporation $MSFT Bought by Formulate Financial LLC

Formulate Financial LLC acquired a new stake in shares of Microsoft Corporation (NASDAQ:MSFT) during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm acquired 6,129 shares of the software giant’s stock, valued at approximately $3,175,000. Microsoft makes up approximately 3.9% of Formulate Financial LLC’s investment portfolio, making the stock its 8th biggest holding.

Other large investors have also added to or reduced their stakes in the company. WFA Asset Management Corp raised its stake in Microsoft by 27.0% in the first quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant’s stock valued at $427,000 after buying an additional 216 shares during the last quarter. Ironwood Wealth Management LLC. increased its holdings in shares of Microsoft by 0.3% during the second quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant’s stock valued at $5,658,000 after acquiring an additional 38 shares in the last quarter. Discipline Wealth Solutions LLC raised its position in shares of Microsoft by 410.4% in the 3rd 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 during the last quarter. Wealth Group Ltd. boosted its stake in Microsoft by 1.2% in the 4th quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant’s stock worth $1,000,000 after purchasing an additional 28 shares in the last quarter. Finally, Eagle Capital Management LLC grew its position in Microsoft by 0.4% during the 4th quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant’s stock worth $9,735,000 after purchasing an additional 96 shares during the last quarter. 71.13% of the stock is currently owned by institutional investors.

Microsoft Trading Down 0.3%

Shares of NASDAQ:MSFT opened at $397.23 on Friday. The company has a current ratio of 1.39, a quick ratio of 1.38 and a debt-to-equity ratio of 0.09. Microsoft Corporation has a 12-month low of $344.79 and a 12-month high of $555.45. The business has a 50 day moving average of $452.13 and a two-hundred day moving average of $488.05. The company has a market capitalization of $2.95 trillion, a PE ratio of 24.84, a PEG ratio of 1.55 and a beta of 1.08.

Microsoft (NASDAQ:MSFT) last issued its quarterly earnings data on Wednesday, January 28th. The software giant reported $4.14 EPS for the quarter, topping analysts’ consensus estimates of $3.86 by $0.28. Microsoft had a net margin of 39.04% and a return on equity of 32.34%. The business had revenue of $81.27 billion for the quarter, compared to analysts’ expectations of $80.28 billion. During the same quarter last year, the company earned $3.23 EPS. The business’s revenue was up 16.7% on a year-over-year basis. As a group, analysts forecast that Microsoft Corporation will post 13.08 EPS for the current year.

Microsoft Announces Dividend

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

Microsoft News Summary

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Citi reiterated a Buy on Microsoft, highlighting continued Copilot adoption and strong Azure growth as reasons the company can outpace the recent sell-off. Microsoft in focus as Citi reiterates buy
• Positive Sentiment: Insider buying: director John W. Stanton purchased 5,000 shares (~$2M), a behavioral vote of confidence that can help stabilize sentiment among retail/institutional investors. Microsoft Director John Stanton Buys 5,000 Shares
• Positive Sentiment: Microsoft’s extended OpenAI revenue arrangement (locking a meaningful share of OpenAI output through 2032) is a multi-year revenue and strategic moat tailwind for AI monetization. As Microsoft extends 20% OpenAI deal
• Neutral Sentiment: Microsoft announced a large long-term commitment to expand AI access in the Global South (reported ~$50B), a growth opportunity that also implies heavy multi-year capex and execution risk. Microsoft to invest $50B in Global South AI push
• Neutral Sentiment: Partnerships and marketplace traction (e.g., CrowdStrike on Microsoft Marketplace) reinforce enterprise ecosystem stickiness but have limited immediate revenue impact. Falcon on Microsoft Marketplace
• Negative Sentiment: Leadership change in gaming: Phil Spencer’s immediate retirement and replacement by Asha Sharma introduces near-term uncertainty for Xbox strategy and investor confidence in the gaming unit. Microsoft gaming chief Phil Spencer retires
• Negative Sentiment: Stifel downgraded MSFT (Buy→Hold) and cut its price target, citing Azure supply constraints as a near-term growth headwind — a concrete analyst call that can pressure flows and justify further volatility. Stifel flags Azure supply constraints
• Negative Sentiment: Fresh AI quality/security reports (Copilot/Office bug and “AI recommendation poisoning” threats) raise short-term adoption and reputational risk that could delay enterprise deployments and weigh on sentiment. AI recommendation poisoning concerns

Wall Street Analyst Weigh In

MSFT has been the subject of several research reports. Barclays reiterated a “buy” rating on shares of Microsoft in a research note on Friday, February 6th. Deutsche Bank Aktiengesellschaft lowered their price target on Microsoft from $630.00 to $575.00 and set a “buy” rating for the company in a research report on Thursday, January 29th. DA Davidson reissued a “buy” rating and issued a $650.00 price objective on shares of Microsoft in a report on Thursday, January 29th. Melius Research set a $430.00 target price on Microsoft in a report on Monday, February 9th. Finally, Phillip Securities upgraded shares of Microsoft from a “moderate buy” rating to a “strong-buy” rating in a report on Sunday, February 1st. Two analysts have rated the stock with a Strong Buy rating, thirty-nine have assigned a Buy rating and four have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $591.95.

Insider Transactions at Microsoft

In related news, 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 value of $1,364,352.00. Following the completion of the transaction, the executive vice president owned 55,782 shares of the company’s stock, valued at approximately $26,703,959.04. This represents a 4.86% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CEO Judson Althoff sold 12,750 shares of the firm’s stock in a transaction that occurred 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 disclosure for this sale is available in the SEC filing. Corporate 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).