My Personal CFO LLC Has $661,000 Holdings in Microsoft Corporation $MSFT

My Personal CFO LLC trimmed its holdings in Microsoft Corporation (NASDAQ:MSFT) by 96.5% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 1,276 shares of the software giant’s stock after selling 35,042 shares during the quarter. My Personal CFO LLC’s holdings in Microsoft were worth $661,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds have also bought and sold shares of the stock. Longfellow Investment Management Co. LLC increased its holdings in shares of Microsoft by 51.3% during the 2nd quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant’s stock worth $29,000 after purchasing an additional 20 shares during the period. Bulwark Capital Corp bought a new position in Microsoft during the second quarter valued at about $32,000. Westend Capital Management LLC raised its holdings in Microsoft by 386.7% in the 2nd quarter. Westend Capital Management LLC now owns 73 shares of the software giant’s stock valued at $36,000 after acquiring an additional 58 shares in the last quarter. LSV Asset Management bought a new stake in shares of Microsoft in the 4th quarter worth approximately $44,000. Finally, University of Illinois Foundation acquired a new stake in shares of Microsoft during the 2nd quarter worth approximately $50,000. Institutional investors own 71.13% of the company’s stock.

Microsoft Price Performance

NASDAQ:MSFT opened at $456.66 on Friday. The company has a quick ratio of 1.39, a current ratio of 1.40 and a debt-to-equity ratio of 0.10. The firm has a market cap of $3.39 trillion, a PE ratio of 32.48, a price-to-earnings-growth ratio of 1.72 and a beta of 1.07. Microsoft Corporation has a 12 month low of $344.79 and a 12 month high of $555.45. The company’s 50-day moving average price is $484.71 and its two-hundred day moving average price is $502.84.

Microsoft (NASDAQ:MSFT) last posted its earnings results on Wednesday, October 29th. The software giant reported $4.13 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $3.65 by $0.48. The company had revenue of $77.67 billion during the quarter, compared to analysts’ expectations of $75.49 billion. Microsoft had a net margin of 35.71% and a return on equity of 32.45%. Microsoft’s quarterly revenue was up 18.4% compared to the same quarter last year. During the same quarter in the previous year, the company posted $3.30 earnings per share. On average, equities analysts anticipate that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

Microsoft Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, March 12th. Shareholders of record on Thursday, February 19th will be given a $0.91 dividend. The ex-dividend date is Thursday, February 19th. This represents a $3.64 annualized dividend and a yield of 0.8%. Microsoft’s payout ratio is presently 25.89%.

Wall Street Analyst Weigh In

Several brokerages recently commented on MSFT. Wedbush reaffirmed an “outperform” rating and issued a $625.00 target price on shares of Microsoft in a research report on Monday, December 22nd. Rothschild Redb downgraded shares of Microsoft from a “strong-buy” rating to a “hold” rating in a report on Tuesday, November 18th. Mizuho lowered shares of Microsoft from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, November 18th. Weiss Ratings reissued a “buy (b)” rating on shares of Microsoft in a research note on Wednesday, October 8th. Finally, Cantor Fitzgerald set a $639.00 price target on shares of Microsoft in a research report on Thursday, October 30th. Three research analysts have rated the stock with a Strong Buy rating, thirty-six have given a Buy rating and four have issued a Hold rating to the company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $630.37.

Microsoft News Roundup

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Barclays reaffirmed a Buy on MSFT and kept a high $610 price target, signaling strong analyst conviction about upside from AI and cloud exposure — a line of support for the stock amid recent weakness. Microsoft receives a buy rating from Barclays
• Positive Sentiment: Wikipedia signed licensing deals with Microsoft and other big tech firms — this expands Microsoft’s access to high-quality training data and reduces content friction for AI services, supporting Azure/Copilot product differentiation. Wikipedia signs AI licensing deals
• Positive Sentiment: Analyst and industry write-ups emphasize Azure’s multi-model AI infrastructure and enterprise traction, reinforcing the revenue growth narrative that underpins Microsoft’s premium valuation. Will MSFT stock climb as Azure AI gains traction?
• Positive Sentiment: Surveys and analyst commentary (Morgan Stanley / CIO surveys) continue to highlight Microsoft’s leadership in generative AI and enterprise cloud, supporting longer-term upside expectations even as the stock cools. CIO survey highlights MSFT leadership
• Neutral Sentiment: Microsoft rolled out a “community-first” plan for U.S. AI datacenter buildout — a strategic PR and regulatory move intended to ease local opposition and long-term buildout risk; it’s constructive but not an immediate revenue driver. Microsoft unveils community-first plan
• Neutral Sentiment: Upcoming earnings (fiscal Q2 results due Jan. 28) are a near-term catalyst — could amplify moves in either direction depending on Azure AI growth metrics and margin commentary. Why Jan. 28 could be big for investors
• Negative Sentiment: Switzerland’s competition authority opened a preliminary inquiry into Microsoft’s licensing fees after complaints about price hikes for Microsoft 365 — potential regulatory action could pressure product pricing and margins in Europe. Swiss probe into licensing fees
• Negative Sentiment: Reports that Microsoft’s annual spend on Anthropic approaches ~$500M raise concerns about rising third?party AI model costs and margin pressure for AI features (a strategic bet but one that increases operating expense). Anthropic spending nears $500M
• Negative Sentiment: Microsoft agreed to a record purchase of soil carbon credits to offset data?center emissions — a meaningful one?time ESG cost and a sign of mounting operational expenses tied to AI growth (positive for ESG but a near-term cash outlay). Record soil carbon credit deal

Insiders Place Their Bets

In other news, CEO Judson Althoff sold 12,750 shares of the stock in a transaction on 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. This represents a 8.97% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Takeshi Numoto sold 2,850 shares of the firm’s stock in a transaction on Thursday, December 4th. The shares were 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 owned 55,782 shares of the company’s stock, valued at approximately $26,703,959.04. This trade represents a 4.86% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 54,100 shares of company stock valued at $27,598,872. 0.03% of the stock is currently owned by corporate insiders.

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).