Microsoft Corporation $MSFT is Kingsman Wealth Management Inc.’s 6th Largest Position

Kingsman Wealth Management Inc. lifted its position in shares of Microsoft Corporation (NASDAQ:MSFT) by 20.3% during the third quarter, HoldingsChannel.com reports. The institutional investor owned 15,703 shares of the software giant’s stock after purchasing an additional 2,647 shares during the quarter. Microsoft accounts for about 4.5% of Kingsman Wealth Management Inc.’s holdings, making the stock its 6th largest holding. Kingsman Wealth Management Inc.’s holdings in Microsoft were worth $8,133,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds also recently bought and sold shares of the company. Ascent Group LLC boosted its stake in Microsoft by 28.4% in the third quarter. Ascent Group LLC now owns 140,611 shares of the software giant’s stock worth $72,830,000 after buying an additional 31,126 shares in the last quarter. Base Wealth Management LLC boosted its stake in shares of Microsoft by 7.4% in the 3rd quarter. Base Wealth Management LLC now owns 1,779 shares of the software giant’s stock valued at $921,000 after purchasing an additional 123 shares in the last quarter. Sivia Capital Partners LLC grew its holdings in shares of Microsoft by 10.1% during the 3rd quarter. Sivia Capital Partners LLC now owns 23,991 shares of the software giant’s stock valued at $12,426,000 after purchasing an additional 2,203 shares during the last quarter. Joseph P. Lucia & Associates LLC raised its position in Microsoft by 4.7% in the 3rd quarter. Joseph P. Lucia & Associates LLC now owns 2,902 shares of the software giant’s stock worth $1,503,000 after purchasing an additional 131 shares during the period. Finally, Weaver Capital Management LLC lifted its stake in Microsoft by 14.0% in the third quarter. Weaver Capital Management LLC now owns 18,340 shares of the software giant’s stock worth $9,499,000 after purchasing an additional 2,247 shares during the last quarter. Institutional investors own 71.13% of the company’s stock.

Microsoft Trading Down 0.4%

Microsoft stock opened at $477.18 on Tuesday. Microsoft Corporation has a 52-week low of $344.79 and a 52-week high of $555.45. The company has a market cap of $3.55 trillion, a P/E ratio of 33.94, a P/E/G ratio of 1.79 and a beta of 1.07. 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 business has a 50-day simple moving average of $487.34 and a two-hundred day simple moving average of $503.65.

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

Microsoft Dividend Announcement

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

Key Headlines Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Goldman Sachs initiated coverage with a Buy and a $655 price target, highlighting Microsoft’s advantaged position in the AI stack and projecting material EPS upside — a major bullish institutional endorsement that can support the stock over time. Goldman Sachs coverage
• Positive Sentiment: Microsoft is partnering on AI-enabled gene-therapy research with NVIDIA and academic groups — a signal that Azure + AI partnerships are expanding into new, high-value markets beyond core cloud and productivity. FT: AI breakthrough for gene therapies
• Positive Sentiment: Reported December data shows a meaningful drop in MSFT short interest (about a 20% decline from mid-December), which reduces immediate downside pressure from short-covering events and indicates fewer bearish bets. (Market data)
• Neutral Sentiment: Wells Fargo kept an Outperform/Overweight stance on MSFT even after trimming its target — a mixed analyst signal that supports the long-term case while recognizing near-term valuation/expense concerns. Wells Fargo note
• Neutral Sentiment: Coverage pieces highlight new revenue plays (e.g., Copilot Checkout for retail and positioning as a “trusted operating system” for enterprise commerce) — product-led upside that may take time to monetize and thus is a medium-term positive but not an immediate catalyst. MarketWatch: software comeback
• Negative Sentiment: President Trump said Microsoft will make “major changes” this week to ensure consumers don’t shoulder higher electricity costs from AI data centers — language that introduces political/regulatory risk and the possibility the company could face constraints or added costs related to data-center expansion. Reuters: Trump on data-center power costs
• Negative Sentiment: Rumors of large layoffs (11k–22k) circulated and prompted executive pushback; even when denied, such rumors can weigh on sentiment and raise concerns about restructuring costs or execution risk. FastCompany: layoff rumors response
• Negative Sentiment: Spence Asset Management reduced its MSFT stake, a small but visible instance of institutional selling that can add to intraday pressure when combined with the other negatives. TipRanks: fund cuts stake

Analysts Set New Price Targets

MSFT has been the subject of a number of research analyst reports. HSBC raised their price target on Microsoft from $643.00 to $648.00 in a research note on Monday, October 27th. Oppenheimer reissued an “outperform” rating on shares of Microsoft in a research note on Thursday, October 30th. Evercore ISI set a $640.00 price target on Microsoft in a research report on Thursday, October 30th. Daiwa Capital Markets dropped their price target on shares of Microsoft from $640.00 to $630.00 and set a “buy” rating on the stock in a research note on Friday, November 7th. Finally, KeyCorp restated an “overweight” rating on shares of Microsoft in a research note on Thursday, October 30th. Two analysts have rated the stock with a Strong Buy rating, thirty-seven have assigned a Buy rating and four have issued a Hold rating to the company. According to data from MarketBeat.com, Microsoft has a consensus rating of “Moderate Buy” and a consensus target price of $630.37.

Insider Buying and Selling

In related news, insider Bradford L. Smith sold 38,500 shares of the firm’s stock in a transaction on Monday, November 3rd. The stock was sold at an average price of $518.64, for a total value of $19,967,640.00. Following the transaction, the insider directly owned 461,597 shares of the company’s stock, valued at approximately $239,402,668.08. This trade represents a 7.70% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Takeshi Numoto sold 2,850 shares of the business’s stock in a transaction dated 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 sale, the executive vice president directly owned 55,782 shares of the company’s stock, valued at $26,703,959.04. This represents a 4.86% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 54,100 shares of company stock valued at $27,598,872. 0.03% of the stock is owned by company 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).