Strategic Advisors LLC Has $36.86 Million Holdings in Microsoft Corporation $MSFT

Strategic Advisors LLC raised its stake in shares of Microsoft Corporation (NASDAQ:MSFT) by 10.2% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 71,172 shares of the software giant’s stock after purchasing an additional 6,573 shares during the period. Microsoft accounts for about 5.9% of Strategic Advisors LLC’s portfolio, making the stock its 2nd biggest position. Strategic Advisors LLC’s holdings in Microsoft were worth $36,864,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in MSFT. AlphaQuest LLC boosted 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 valued at $170,000 after purchasing an additional 19 shares in the last quarter. BLVD Private Wealth LLC boosted its position in shares of 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 in the last quarter. Foundation Wealth Management LLC PA grew its stake in Microsoft by 1.6% during the 2nd quarter. Foundation Wealth Management LLC PA now owns 1,276 shares of the software giant’s stock worth $635,000 after buying an additional 20 shares during the last quarter. Magnolia Capital Management Ltd. raised its stake in Microsoft by 0.3% in the third quarter. Magnolia Capital Management Ltd. now owns 6,509 shares of the software giant’s stock valued at $3,371,000 after buying an additional 20 shares during the last quarter. Finally, ARK & TLK Investments LLC boosted its holdings in Microsoft by 1.0% in the third quarter. ARK & TLK Investments LLC now owns 1,935 shares of the software giant’s stock worth $1,002,000 after acquiring an additional 20 shares in the last quarter. 71.13% of the stock is owned by hedge funds and other institutional investors.

Microsoft Price Performance

Shares of MSFT opened at $389.00 on Wednesday. The company has a market cap of $2.89 trillion, a P/E ratio of 24.33, a PEG ratio of 1.50 and a beta of 1.08. The firm’s 50 day moving average price is $448.58 and its 200 day moving average price is $485.89. Microsoft Corporation has a fifty-two week low of $344.79 and a fifty-two 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.

Microsoft (NASDAQ:MSFT) last posted its quarterly earnings results on Wednesday, January 28th. The software giant reported $4.14 EPS for the quarter, topping the consensus estimate of $3.86 by $0.28. Microsoft had a net margin of 39.04% and a return on equity of 32.34%. The company had revenue of $81.27 billion during the quarter, compared to analysts’ expectations of $80.28 billion. During the same quarter in the previous year, the business posted $3.23 EPS. The firm’s revenue was up 16.7% on a year-over-year basis. On average, research analysts forecast that Microsoft Corporation will post 13.08 earnings per share 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 given 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 dividend payout ratio (DPR) is 22.76%.

Analysts Set New Price Targets

Several equities analysts recently issued reports on MSFT shares. Guggenheim reissued a “buy” rating and issued a $586.00 target price on shares of Microsoft in a research report on Thursday, January 22nd. DZ Bank reissued a “buy” rating on shares of Microsoft in a report on Thursday, January 29th. JPMorgan Chase & Co. dropped their price objective on Microsoft from $575.00 to $550.00 and set an “overweight” rating on the stock in a report on Thursday, January 29th. HSBC reduced their price target on shares of Microsoft from $667.00 to $588.00 and set a “buy” rating for the company in a research report on Thursday, January 29th. Finally, TD Cowen restated a “buy” rating on shares of Microsoft in a report on Thursday, January 29th. Two investment analysts have rated the stock with a Strong Buy rating, thirty-nine have issued a Buy rating and four have issued a Hold rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $591.95.

Microsoft News Summary

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: BNP Paribas / Microsoft discussion suggests OpenAI’s updated spending plan still benefits cloud providers — Microsoft weighed in on OpenAI and Anthropic during a BNP sit-down, with analysts framing OpenAI’s revised spending as a net positive for Microsoft’s Azure and AI services. Microsoft weighs in on OpenAI, Anthropic, and AI spending during BNP sit-down
• Positive Sentiment: Options-market bullish signal may attract short-term buying — an ultra-rare bullish technical/options setup was flagged by traders, drawing attention to potential tactical inflows into MSFT options/stock. Microsoft Stock Just Flashed an Ultra-Rare Bullish Signal for Options Traders
• Positive Sentiment: Partnership with SpaceX’s Starlink expands connectivity and enterprise reach — new Starlink collaboration supports Microsoft’s global access and Orbital AI initiatives, a strategic move to extend Azure/AI services into underserved regions. Microsoft and SpaceX’s Starlink partner on global community internet effort
• Positive Sentiment: Anthropic partnerships ease fears that AI will displace software — Anthropic’s enterprise integrations (including plugins that work with Excel) have calmed some investor anxiety about AI eating traditional software revenue, indirectly supporting Microsoft’s ecosystem value. Anthropic eases software’s AI fears with enterprise partnerships
• Neutral Sentiment: Xbox leadership change ties gaming to AI strategy — Phil Spencer’s retirement and Asha Sharma’s promotion from CoreAI signal Microsoft will lean gaming further into AI, which may be strategic long‑term but is execution dependent. Microsoft Ties Xbox Leadership To AI Cloud And Security Ambitions
• Neutral Sentiment: Analyst/industry notes: Evercore highlights Microsoft’s free cash flow resilience amid hyperscaler capex — a soothing data point versus peers even as capex rises. Microsoft stands out as lone Mag 7 hyperscaler to increase FCF during AI capex splurge: Evercore
• Negative Sentiment: High AI capex and valuation concerns keep pressure on shares — analysts and stories (including a deep-dive on Microsoft’s multibillion capex plans) continue to raise questions about timing and returns on massive data-center spending. Microsoft’s $83.09 Billion Decision Could Shape What Happens Next
• Negative Sentiment: Technicals signal risk — coverage highlights MSFT’s selloff approaching a long‑term support crossroads (200‑week), which could intensify volatility if broken. Microsoft’s selloff is approaching a critical crossroads unseen in over 10 years
• Negative Sentiment: Public criticism from investors (Michael Burry) claims aggressive accounting to understate AI costs — such headlines can ratchet short-term selling and heighten regulatory/market scrutiny. Michael Burry Warns MSFT, GOOG, META Are Using ‘Sinister’ Accounting To Hide AI Costs, Inflate Profits By 20%

Insider Activity

In related news, CEO Judson Althoff sold 12,750 shares of Microsoft 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 sale, the chief executive officer directly owned 129,349 shares in the company, valued at $63,577,620.48. The trade was a 8.97% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. 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 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. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 0.03% of the company’s stock.

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).