Allied Investment Advisors LLC Raises Stock Position in Microsoft Corporation $MSFT

Posted by ABMN Staff on Mar 2nd, 2026

Allied Investment Advisors LLC boosted its holdings in shares of Microsoft Corporation (NASDAQ:MSFT – Free Report) by 2.9% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 64,060 shares of the software giant’s stock after purchasing an additional 1,783 shares during the period. Microsoft comprises approximately 5.3% of Allied Investment Advisors LLC’s holdings, making the stock its 3rd largest holding. Allied Investment Advisors LLC’s holdings in Microsoft were worth $33,180,000 at the end of the most recent quarter.

A number of other hedge funds have also recently modified their holdings of MSFT. IRON Financial LLC increased its position in shares of Microsoft by 23.2% during the third quarter. IRON Financial LLC now owns 6,510 shares of the software giant’s stock valued at $3,372,000 after acquiring an additional 1,225 shares in the last quarter. Wellington Capital Management Inc. bought a new position in shares of Microsoft during the second quarter valued at $9,941,000. Sound View Wealth Advisors Group LLC boosted its position in shares of Microsoft by 2.6% during the second quarter. Sound View Wealth Advisors Group LLC now owns 94,120 shares of the software giant’s stock valued at $46,816,000 after buying an additional 2,373 shares during the last quarter. Trifecta Capital Advisors LLC increased its holdings in Microsoft by 2.3% in the 3rd quarter. Trifecta Capital Advisors LLC now owns 70,175 shares of the software giant’s stock worth $36,347,000 after buying an additional 1,572 shares in the last quarter. Finally, Weaver Capital Management LLC increased its holdings in Microsoft by 14.0% in the 3rd quarter. Weaver Capital Management LLC now owns 18,340 shares of the software giant’s stock worth $9,499,000 after buying an additional 2,247 shares in the last quarter. Institutional investors own 71.13% of the company’s stock.

Microsoft Trading Down 2.2%

NASDAQ MSFT opened at $392.74 on Monday. Microsoft Corporation has a one year low of $344.79 and a one year high of $555.45. 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 company has a market capitalization of $2.92 trillion, a price-to-earnings ratio of 24.56, a price-to-earnings-growth ratio of 1.54 and a beta of 1.10. The company’s 50-day simple moving average is $443.56 and its two-hundred day simple moving average is $483.24.

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

Microsoft Announces Dividend

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

Key Microsoft News

Here are the key news stories impacting Microsoft this week:

Positive Sentiment: Analysts at BNP and others say OpenAI’s large new funding round should still benefit Microsoft because of its deep Azure and infrastructure ties — a reminder that MSFT remains a key AI partner and infrastructure provider. OpenAI’s massive funding round should benefit Microsoft, Oracle: BNP
Positive Sentiment: An insider (director Stanton John) bought roughly $2M of MSFT stock, signalling confidence from management-level insiders during the pullback. Director Stanton John Just Bought $2 Million of Microsoft Stock
Positive Sentiment: MarketBeat / Altimetry note that Microsoft is “at the center of AI” with high switching costs and under-appreciated fundamentals — an argument that current valuation weakness is sentiment-driven and could reverse. AI Is Separating Software Winners From Losers, 2 Experts Explain
Positive Sentiment: Dynamics 365 business applications continue to post solid mid-teens to high‑teens growth and are cited as a consistent driver of Productivity & Business Processes revenue — a durable growth stream beyond Azure. Can Microsoft Stock Rally on Dynamics 365 Business Applications?
Neutral Sentiment: Microsoft announced its next quarterly dividend payable March 13 — a steady income signal but unlikely to move the stock materially amid the current narrative-driven trading. Microsoft to pay dividends on March 13; Here’s how much 100 MSFT shares will earn
Negative Sentiment: Market reaction to OpenAI’s announcement cut both ways: Microsoft wasn’t named among some of the latest funding/partner headlines, prompting investor worry about its standing with OpenAI and driving selling pressure. What’s Behind The Drop In Microsoft Stock?
Negative Sentiment: Japan’s authorities carried out a raid tied to suspected antitrust issues around Microsoft’s cloud business, raising regulatory risk in a major market. Microsoft Japan raided over suspected violation of anti-monopoly law, source says
Negative Sentiment: Operational/real‑estate headwinds: reports of data center/building delays and related execution noise have been cited as a near-term drag on sentiment. “On Hold Until Further Notice”: Microsoft Stock Slumps With Building Delay
Negative Sentiment: Broader AI-capex and semiconductor market jitters (Nvidia-centric weakness) are depressing the megacap tech complex; investors are weighing heavy industry capex against margins and balance-sheet strain. That macro pressure is spilling over to Microsoft. Nvidia Fails to Reassure—Heard on the Street

Insider Activity at Microsoft

In other Microsoft news, EVP Takeshi Numoto sold 2,850 shares of the 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 sale, the executive vice president directly owned 55,782 shares in the company, valued at approximately $26,703,959.04. This trade represents a 4.86% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, CEO Judson Althoff sold 12,750 shares of the company’s stock in a transaction dated Tuesday, December 2nd. The shares were sold at an average price of $491.52, for a total transaction of $6,266,880.00. Following the transaction, the chief executive officer owned 129,349 shares in the company, valued at approximately $63,577,620.48. This trade represents a 8.97% decrease in their position. The SEC filing for this sale provides additional information. 0.03% of the stock is currently owned by corporate insiders.

Analysts Set New Price Targets

A number of research analysts have recently weighed in on MSFT shares. Deutsche Bank Aktiengesellschaft lowered their price objective on Microsoft from $630.00 to $575.00 and set a “buy” rating on the stock in a research report on Thursday, January 29th. Wall Street Zen downgraded shares of Microsoft from a “buy” rating to a “hold” rating in a report on Sunday, January 18th. Jefferies Financial Group reaffirmed a “buy” rating on shares of Microsoft in a research note on Thursday, January 22nd. Scotiabank dropped their target price on Microsoft from $650.00 to $600.00 and set a “sector outperform” rating for the company in a report on Thursday, January 29th. Finally, Bank of America lowered their target price on shares of Microsoft from $640.00 to $520.00 and set a “buy” rating for the company in a report on Monday, January 26th. Two research 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. Based on data from MarketBeat.com, Microsoft has an average rating of “Moderate Buy” and a consensus target price of $591.95.

Get Our Latest Stock Report on Microsoft

About Microsoft

(Free Report)

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).