CIBC Private Wealth Group LLC Sells 114,023 Shares of Microsoft Corporation $MSFT

CIBC Private Wealth Group LLC cut its position in Microsoft Corporation (NASDAQ:MSFT) by 1.7% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 6,595,287 shares of the software giant’s stock after selling 114,023 shares during the quarter. Microsoft makes up 5.8% of CIBC Private Wealth Group LLC’s investment portfolio, making the stock its biggest holding. CIBC Private Wealth Group LLC’s holdings in Microsoft were worth $3,416,029,000 at the end of the most recent quarter.

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

Key Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Product/partnership wins that support Azure and Copilot monetization—Microsoft announced integrations and partner expansions that help drive enterprise adoption of Copilot and Fabric, which support long-term revenue growth. What Microsoft (MSFT)’s Lumel-Fabric Integration Means For Shareholders
• Positive Sentiment: Accenture announced a collaboration to embed “agentic” security and resilience into managed detection and response using Microsoft technology—this strengthens enterprise security demand for Azure and security services. Accenture Collaborates with Microsoft to Bring Agentic Security and Business Resilience to the Front Lines of Cyber Defense
• Positive Sentiment: Microsoft is consolidating its Copilot/AI teams and hiring small AI startups (e.g., Cove team) to accelerate product development—moves aimed at simplifying offerings and catching up on model capabilities. These steps support product focus and future monetization. Microsoft Unifies AI Division To End Copilot Confusion, Boost Growth
• Neutral Sentiment: Channel and partner activity continues (Expedience, Insentra, others joining Microsoft programs), which is constructive but incremental for top-line growth. Expedience Software Joins Microsoft AI Cloud Partner Program to Deliver Copilot-Powered Proposal Automation in Microsoft Word
• Neutral Sentiment: Investor commentary is mixed: some outlets pitch a buy-the-dip case while others highlight heavy capex and infrastructure costs—this fuels volatility but not an immediate fundamentals shock. Microsoft Stock Has Been Absolutely Slammed This Year. Is It Finally Time to Buy?
• Negative Sentiment: Potential legal conflict with Amazon/OpenAI: reports say Microsoft is weighing legal action over a reported Amazon–OpenAI cloud deal that could undermine Microsoft’s long-held OpenAI exclusivity—this is a major strategic risk to Azure AI differentiation and revenue. US agency asks companies to secure Microsoft tool after Stryker cyberattack
• Negative Sentiment: Security incidents and guidance: a recent medical‑device cyberattack tied to Microsoft endpoint tools prompted U.S. agencies to warn companies to harden those tools; separate reports flag SharePoint as an attack vector—these raise near‑term risk and potential remediation costs. US agency asks companies to secure Microsoft tool after Stryker cyberattack
• Negative Sentiment: Management & product headwinds: leadership reassignments and criticism about product competitiveness (Suleyman reassigned, debate over model quality) add execution uncertainty while investors fret over rising infrastructure costs driving margin pressure. “World-Class Models”: Microsoft Stock (NASDAQ:MSFT) Drops as Suleyman Reassigned

Wall Street Analyst Weigh In

MSFT has been the topic of a number of recent analyst reports. Citigroup lowered their price target on shares of Microsoft from $660.00 to $635.00 and set a “buy” rating on the stock in a research note on Thursday, January 29th. Piper Sandler reissued an “overweight” rating and set a $600.00 price objective (down from $650.00) on shares of Microsoft in a report on Thursday, January 29th. BNP Paribas Exane increased their target price on shares of Microsoft from $632.00 to $659.00 and gave the company an “outperform” rating in a report on Tuesday, January 27th. Jefferies Financial Group reiterated a “buy” rating on shares of Microsoft in a research report on Thursday, March 5th. Finally, Melius Research set a $430.00 price target on Microsoft in a report on Monday, February 9th. Two analysts have rated the stock with a Strong Buy rating, thirty-nine have given a Buy rating and four have given a Hold rating to the company. According to data from MarketBeat.com, Microsoft has a consensus rating of “Moderate Buy” and an average price target of $591.87.

Insider Buying and Selling at Microsoft

In related news, Director John W. Stanton acquired 5,000 shares of the company’s stock in a transaction that occurred on Wednesday, February 18th. The stock was purchased at an average price of $397.35 per share, for a total transaction of $1,986,750.00. Following the transaction, the director owned 83,905 shares in the company, valued at $33,339,651.75. This trade represents a 6.34% increase in their position. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, EVP Kathleen T. Hogan sold 12,321 shares of Microsoft stock in a transaction that occurred on Friday, March 6th. The stock was sold at an average price of $409.52, for a total transaction of $5,045,695.92. Following the completion of the sale, the executive vice president directly owned 137,933 shares of the company’s stock, valued at $56,486,322.16. The trade was a 8.20% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 0.03% of the stock is owned by corporate insiders.

Microsoft Stock Performance

Shares of MSFT opened at $389.02 on Friday. Microsoft Corporation has a 12-month low of $344.79 and a 12-month high of $555.45. The stock has a market cap of $2.89 trillion, a P/E ratio of 24.33, a PEG ratio of 1.53 and a beta of 1.10. The company has a current ratio of 1.39, a quick ratio of 1.38 and a debt-to-equity ratio of 0.09. The company has a 50-day moving average of $420.80 and a two-hundred day moving average of $473.12.

Microsoft (NASDAQ:MSFT) last released its quarterly earnings results on Wednesday, January 28th. The software giant reported $4.14 EPS for the quarter, beating 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 business had revenue of $81.27 billion for the quarter, compared to analyst estimates of $80.28 billion. During the same period in the prior year, the business earned $3.23 earnings per share. The company’s quarterly revenue was up 16.7% on a year-over-year basis. As a group, research analysts predict that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

Microsoft Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Thursday, June 11th. Shareholders of record on Thursday, May 21st will be given a dividend of $0.91 per share. The ex-dividend date of this dividend is Thursday, May 21st. This represents a $3.64 annualized dividend and a yield of 0.9%. Microsoft’s dividend payout ratio (DPR) is presently 22.76%.

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).