Lindenwold Advisors INC Reduces Position in Microsoft Corporation $MSFT

Lindenwold Advisors INC reduced its holdings in shares of Microsoft Corporation (NASDAQ:MSFT) by 12.5% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 15,711 shares of the software giant’s stock after selling 2,242 shares during the quarter. Microsoft makes up about 3.8% of Lindenwold Advisors INC’s portfolio, making the stock its 4th biggest holding. Lindenwold Advisors INC’s holdings in Microsoft were worth $8,138,000 at the end of the most recent quarter.

A number of other large investors have also added to or reduced their stakes in the business. IRON Financial LLC grew its holdings in 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 in the last quarter. Wellington Capital Management Inc. bought a new position in shares of Microsoft during the second quarter worth approximately $9,941,000. Sound View Wealth Advisors Group LLC raised its position in shares of 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 valued at $46,816,000 after buying an additional 2,373 shares in the last quarter. Trifecta Capital Advisors LLC increased its stake in Microsoft by 2.3% during the 3rd quarter. Trifecta Capital Advisors LLC now owns 70,175 shares of the software giant’s stock worth $36,347,000 after acquiring an additional 1,572 shares during the period. Finally, Weaver Capital Management LLC lifted its position in shares of Microsoft by 14.0% during the 3rd 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. Institutional investors own 71.13% of the company’s stock.

Wall Street Analysts Forecast Growth

MSFT has been the topic of a number of recent analyst reports. UBS Group restated an “outperform” rating on shares of Microsoft in a research report on Thursday, January 29th. Stifel Nicolaus reaffirmed a “hold” rating and set a $392.00 price target (down from $540.00) on shares of Microsoft in a report on Thursday, February 5th. DZ Bank reissued a “buy” rating on shares of Microsoft in a research note on Thursday, January 29th. HSBC lowered their price objective 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, Scotiabank cut their target price on Microsoft from $650.00 to $600.00 and set a “sector outperform” rating for the company in a research note on Thursday, January 29th. Two research analysts have rated the stock with a Strong Buy rating, thirty-nine have issued a Buy rating and four have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $591.87.

Microsoft Price Performance

MSFT stock opened at $381.35 on Friday. Microsoft Corporation has a 1 year low of $344.79 and a 1 year high of $555.45. The company has a debt-to-equity ratio of 0.09, a current ratio of 1.39 and a quick ratio of 1.38. The stock has a market cap of $2.83 trillion, a price-to-earnings ratio of 23.85, a P/E/G ratio of 1.49 and a beta of 1.10. The company has a 50 day simple moving average of $418.85 and a 200 day simple moving average of $472.02.

Microsoft (NASDAQ:MSFT) last posted its earnings results on Wednesday, January 28th. The software giant reported $4.14 earnings per share 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 firm had revenue of $81.27 billion for the quarter, compared to analysts’ expectations of $80.28 billion. During the same quarter in the previous year, the firm posted $3.23 earnings per share. The company’s revenue was up 16.7% on a year-over-year basis. Research analysts anticipate that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

Microsoft Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, June 11th. Shareholders of record on Thursday, May 21st will be issued a $0.91 dividend. This represents a $3.64 dividend on an annualized basis and a yield of 1.0%. The ex-dividend date of this dividend is Thursday, May 21st. Microsoft’s dividend payout ratio is presently 22.76%.

Insider Activity

In other news, Director John W. Stanton purchased 5,000 shares of the business’s stock in a transaction dated Wednesday, February 18th. The shares were purchased at an average cost of $397.35 per share, with a total value of $1,986,750.00. Following the completion of the purchase, the director owned 83,905 shares of the company’s stock, valued at $33,339,651.75. This trade represents a 6.34% increase in their position. The purchase was disclosed in a document filed with the SEC, which is available at this link. Also, EVP Kathleen T. Hogan sold 12,321 shares of the company’s stock in a transaction that occurred on Friday, March 6th. The shares were sold at an average price of $409.52, for a total value of $5,045,695.92. Following the completion of the transaction, the executive vice president directly owned 137,933 shares of the company’s stock, valued at $56,486,322.16. This represents a 8.20% decrease in their position. The SEC filing for this sale provides additional information. 0.03% of the stock is currently owned by company insiders.

More Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: OpenAI tie-up is driving new customer wins and adoption of Microsoft AI products, supporting recurring revenue growth and Copilot monetization. How Microsoft’s (MSFT) OpenAI Partnership Is Bringing in a New Wave of Customers
• Positive Sentiment: Analysts point to an AI-fueled Azure surge and a large enterprise backlog (reported as a material competitive edge vs. peers like Adobe), supporting medium-term revenue upside. Microsoft vs. Adobe: Which Software Giant Has Better Upside Potential?
• Positive Sentiment: Strategic partner activity (e.g., Accenture collaborations and ecosystem integrations) reinforces Microsoft’s position in enterprise security and AI services, which can deepen customer stickiness and drive incremental services revenue. Accenture Expands AI-Driven Cybersecurity Capabilities with Microsoft Partnership
• Neutral Sentiment: Traders and retail investors are seeing increased options activity and yield strategies (but these are tactical, not fundamental). Some traders propose structured trades (butterfly, income ETFs) to play the pullback. Transform Microsoft Stock Weakness Into A $1,700 Payoff With A Butterfly Trade
• Neutral Sentiment: Large-cap active ETFs continue to hold Microsoft as a core position, which can stabilize flows even during sell-offs (institutional ETF flows are a background influence on demand).
• Negative Sentiment: OpenAI exclusivity appears at risk as OpenAI talks with Amazon, and reports say Microsoft is considering legal action — a potential breakdown of the partnership would materially weaken MSFT’s AI moat and Azure demand assumptions. Microsoft Weighs Legal Fight As OpenAI Amazon Talks Test Azure Edge
• Negative Sentiment: Policy/contract changes in local government dealings (NDAs and procurement) have been cited as a trigger for some municipal and public-sector deals to slow, which analysts say pressured the stock in intraday trading. No More NDAs: Microsoft Stock (NASDAQ:MSFT) Slumps After Change in Local Government Dealings
• Negative Sentiment: Security incidents continue to create headlines: a U.S. agency urged firms to harden a Microsoft endpoint tool after the Stryker attack, and reports of SharePoint being used as an attack vector raise enterprise risk and potential remediation costs. These keep risk-premiums elevated for MSFT. US agency asks companies to secure Microsoft tool after Stryker cyberattack
• Negative Sentiment: Investors remain concerned about rising infrastructure and AI compute costs that have pressured margins despite solid top-line beats; commentary that the stock has been “slammed” this year reflects worry about near-term margin compression and valuation re-rating. Microsoft Stock Has Been Absolutely Slammed This Year. Is It Finally Time to Buy?

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).