Berman McAleer LLC Purchases New Position in Microsoft Corporation $MSFT

Berman McAleer LLC purchased a new position in Microsoft Corporation (NASDAQ:MSFT) in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm purchased 14,593 shares of the software giant’s stock, valued at approximately $7,558,000. Microsoft makes up 1.1% of Berman McAleer LLC’s portfolio, making the stock its 21st largest position.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Longfellow Investment Management Co. LLC increased its position in Microsoft by 51.3% during the second 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 purchased a new position in shares of Microsoft during the 3rd quarter worth about $38,000. LSV Asset Management bought a new position in Microsoft during the 4th quarter valued at about $44,000. Sellwood Investment Partners LLC purchased a new stake in Microsoft in the 3rd quarter worth about $49,000. Finally, University of Illinois Foundation bought a new stake in Microsoft in the second quarter worth about $50,000. 71.13% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity at Microsoft

In other news, CEO Judson Althoff sold 12,750 shares of the business’s stock in a transaction dated Tuesday, December 2nd. The stock was sold at an average price of $491.52, for a total transaction of $6,266,880.00. Following the sale, the chief executive officer 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 legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Takeshi Numoto sold 2,850 shares of the company’s stock in a transaction dated 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 transaction, the executive vice president owned 55,782 shares in the company, valued at approximately $26,703,959.04. This trade 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 corporate insiders.

More Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Analysts and AI strategists argue Microsoft is a core AI infrastructure winner — a driver for investor interest given Azure, identity/auth layers and high switching costs that position MSFT to benefit from AI-driven enterprise spending. AI Is Separating Software Winners From Losers
• Positive Sentiment: Microsoft’s new collaboration with Starlink signals expanded connectivity and potential Azure edge use cases (rural/remote customers), supporting cloud revenue optionality and positive sentiment around partnership-driven growth. Microsoft Is Teaming up With Starlink
• Positive Sentiment: An insider purchase (director John Stanton) added a small but visible vote of confidence after the post-earnings sell-off, which can support short-term sentiment and stabilize shares. Director Stanton John Just Bought $2 Million of Microsoft Stock
• Neutral Sentiment: The White House’s planned power-cost pledge with big cloud/data-center firms (including Microsoft) reduces one operational risk for hyperscalers and could be a modest long-term positive for data-center economics, though timing/implementation remain uncertain. White House to host Big Tech pledge
• Neutral Sentiment: CEO Satya Nadella’s public comments pushing back on low-quality “AI slop” reflect management trying to shape the narrative around responsible, enterprise-grade AI — a reputational plus but contributed to short-term volatility as markets parsed the tone. Satya Nadella Rails Against AI Slop
• Negative Sentiment: Japan’s Fair Trade Commission raided Microsoft Japan offices in a probe into possible restrictions around Azure customers using rival cloud services — this antitrust scrutiny is an immediate regulatory overhang that can hurt sentiment and add legal/operational uncertainty. Microsoft Japan raided over suspected violation of anti-monopoly law
• Negative Sentiment: Market debate continues over Azure growth pacing vs. very large AI infrastructure capex (management flagged elevated AI-related investment), which knocked the stock after Q2 despite beats — investors are weighing near-term margin/cash impact against longer-term AI revenue upside. Microsoft Stock Opinions on Fiscal Q2 Earnings
• Negative Sentiment: Broader sector risks — heightened talk of AI regulation and a Magnificent Seven rotation — keep pressure on valuations and can amplify moves in MSFT even when fundamentals are solid; this contributes to volatility until clarity on regulation and data-center costs emerges. Will Regulating AI Cripple AI Stocks?

Microsoft Stock Performance

MSFT stock opened at $401.72 on Friday. Microsoft Corporation has a one year low of $344.79 and a one year high of $555.45. The firm has a market cap of $2.98 trillion, a price-to-earnings ratio of 25.12, a PEG ratio of 1.57 and a beta of 1.08. The company has a debt-to-equity ratio of 0.09, a quick ratio of 1.38 and a current ratio of 1.39. The firm has a 50-day simple moving average of $445.43 and a two-hundred day simple moving average of $484.72.

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

Microsoft Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Thursday, March 12th. Investors of record on Thursday, February 19th will be paid 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 payout ratio is 22.76%.

Wall Street Analyst Weigh In

A number of research firms have recently commented on MSFT. Piper Sandler reiterated an “overweight” rating and issued a $600.00 price target (down from $650.00) on shares of Microsoft in a report on Thursday, January 29th. DZ Bank reaffirmed a “buy” rating on shares of Microsoft in a research report on Thursday, January 29th. JPMorgan Chase & Co. reduced their target price on Microsoft from $575.00 to $550.00 and set an “overweight” rating on the stock in a research note on Thursday, January 29th. UBS Group reissued an “outperform” rating on shares of Microsoft in a research note on Thursday, January 29th. Finally, Barclays reaffirmed a “buy” rating on shares of Microsoft in a research note on Friday, February 6th. 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 stock. Based on data from MarketBeat.com, Microsoft presently has an average rating of “Moderate Buy” and a consensus target price of $591.95.

Microsoft 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).