Cyndeo Wealth Partners LLC Has $82.48 Million Stock Holdings in Microsoft Corporation $MSFT

Cyndeo Wealth Partners LLC grew its holdings in shares of Microsoft Corporation (NASDAQ:MSFT) by 3.2% during the fourth quarter, Holdings Channel.com reports. The institutional investor owned 170,553 shares of the software giant’s stock after purchasing an additional 5,355 shares during the quarter. Microsoft accounts for approximately 4.4% of Cyndeo Wealth Partners LLC’s investment portfolio, making the stock its biggest holding. Cyndeo Wealth Partners LLC’s holdings in Microsoft were worth $82,483,000 as of its most recent SEC filing.

Other hedge funds also recently modified their holdings of the company. Vanguard Group Inc. boosted its position in shares of Microsoft by 2.0% during the 2nd quarter. Vanguard Group Inc. now owns 705,077,786 shares of the software giant’s stock worth $350,712,742,000 after purchasing an additional 13,691,572 shares in the last quarter. State Street Corp increased its position in Microsoft by 1.1% in the 2nd quarter. State Street Corp now owns 299,196,519 shares of the software giant’s stock valued at $148,823,341,000 after buying an additional 3,166,275 shares in the last quarter. Geode Capital Management LLC boosted its holdings in Microsoft by 2.0% in the second quarter. Geode Capital Management LLC now owns 179,001,751 shares of the software giant’s stock worth $88,714,256,000 after acquiring an additional 3,532,054 shares in the last quarter. Norges Bank acquired a new stake in Microsoft in the second quarter valued at approximately $50,493,678,000. Finally, Northern Trust Corp increased its holdings in shares of Microsoft by 16.1% during the fourth quarter. Northern Trust Corp now owns 83,787,746 shares of the software giant’s stock valued at $35,316,535,000 after acquiring an additional 11,600,470 shares in the last quarter. Institutional investors own 71.13% of the company’s stock.

Insider Activity

In related news, EVP Kathleen T. Hogan sold 12,321 shares of the firm’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 approximately $56,486,322.16. This trade represents a 8.20% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director John W. Stanton acquired 5,000 shares of Microsoft stock in a transaction that occurred on Wednesday, February 18th. The stock was acquired at an average price of $397.35 per share, with a total value of $1,986,750.00. Following the completion of the purchase, the director directly owned 83,905 shares in the company, valued at $33,339,651.75. This represents a 6.34% increase in their position. The SEC filing for this purchase provides additional information. 0.03% of the stock is owned by company insiders.

Microsoft News Roundup

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: BofA reinstated coverage with a Buy and a $500 price target, highlighting Azure and Copilot as drivers for multiyear upside. BofA Projects 31% Rally
• Positive Sentiment: Microsoft and Nvidia unveiled an AI partnership aimed at accelerating nuclear-energy design and operations — a potential new commercial use case that underscores enterprise AI tailwinds. Microsoft, Nvidia Team Up To Build AI-Powered Nuclear Energy Future
• Neutral Sentiment: Leadership and HR changes (including the departure of Microsoft’s diversity chief and a wider HR reorganization) are underway — operationally important but with an unclear near-term impact on revenue. Microsoft’s diversity chief is leaving
• Negative Sentiment: MarketWatch reports this is MSFT’s worst quarter in 17 years, citing weak near-term trends in cloud and software that may not be quickly fixed — a primary driver of negative sentiment. Microsoft’s stock is having its worst quarter in 17 years
• Negative Sentiment: UBS trimmed its 12‑month price target (from $600 to $510), flagging investor scrutiny on M365 and Copilot monetization — a sign analysts see slower near-term upside even if long‑term views remain constructive. Microsoft price target lowered on M365, Copilot questions
• Negative Sentiment: OpenAI’s investor document lists heavy reliance on Microsoft for financing and compute as a top risk — this disclosure increases perceived counterparty/partner concentration risk. OpenAI Flags Microsoft as ‘Top Risk’
• Negative Sentiment: Coverage noting Copilot retention/monetization issues and rising AI infrastructure spending suggests the stock will need clearer product traction or margin evidence to resume a sustainable rally. Microsoft Shows “Sense of Urgency,” But MSFT Stock Will Only Rally on This Condition

Microsoft Stock Down 0.5%

Shares of NASDAQ MSFT opened at $371.04 on Thursday. 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 capitalization of $2.76 trillion, a PE ratio of 23.20, a P/E/G ratio of 1.47 and a beta of 1.10. Microsoft Corporation has a one year low of $344.79 and a one year high of $555.45. The business’s fifty day moving average price is $413.24 and its 200-day moving average price is $469.35.

Microsoft (NASDAQ:MSFT) last announced its quarterly earnings data 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. Microsoft had a return on equity of 32.34% and a net margin of 39.04%.The company had revenue of $81.27 billion during the quarter, compared to analyst estimates of $80.28 billion. During the same quarter last year, the firm posted $3.23 EPS. The firm’s revenue for the quarter was up 16.7% on a year-over-year basis. On average, equities research analysts anticipate that Microsoft Corporation will post 13.08 EPS for the current year.

Microsoft Announces Dividend

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

Wall Street Analyst Weigh In

Several analysts recently issued reports on MSFT shares. KeyCorp reduced their price target on shares of Microsoft from $630.00 to $600.00 and set an “overweight” rating for the company in a research report on Thursday, January 29th. Evercore reduced their price objective on shares of Microsoft from $640.00 to $580.00 and set an “outperform” rating for the company in a report on Thursday, January 29th. Barclays restated an “overweight” rating on shares of Microsoft in a report on Monday, March 9th. Wells Fargo & Company decreased their price objective on Microsoft from $630.00 to $615.00 and set an “overweight” rating for the company in a report on Thursday, January 29th. Finally, New Street Research raised their target price on Microsoft from $670.00 to $675.00 and gave the company a “buy” rating in a report on Thursday, January 29th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-eight have assigned a Buy rating and five have given a Hold rating to the stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $588.97.

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).