Kingswood Wealth Advisors LLC Has $36.77 Million Stake in Microsoft Corporation $MSFT

Kingswood Wealth Advisors LLC increased its holdings in Microsoft Corporation (NASDAQ:MSFT) by 19.9% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 70,992 shares of the software giant’s stock after acquiring an additional 11,797 shares during the quarter. Microsoft comprises approximately 2.2% of Kingswood Wealth Advisors LLC’s portfolio, making the stock its 4th biggest position. Kingswood Wealth Advisors LLC’s holdings in Microsoft were worth $36,770,000 as of its most recent SEC filing.

A number of other hedge funds have also added to or reduced their stakes in MSFT. Wellington Capital Management Inc. bought a new stake in shares of Microsoft during the 2nd quarter worth approximately $9,941,000. Sound View Wealth Advisors Group LLC lifted its stake 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 during the period. Bank Pictet & Cie Europe AG lifted its position in shares of Microsoft by 3.8% in the 2nd quarter. Bank Pictet & Cie Europe AG now owns 922,524 shares of the software giant’s stock worth $457,119,000 after purchasing an additional 33,382 shares during the period. Weaver Capital Management LLC increased its holdings in shares of Microsoft by 14.0% in 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. Finally, Gradient Investments LLC raised its holdings in Microsoft by 4.3% in the third quarter. Gradient Investments LLC now owns 285,163 shares of the software giant’s stock worth $147,700,000 after purchasing an additional 11,770 shares in the last quarter. 71.13% of the stock is owned by hedge funds and other institutional investors.

Microsoft Stock Up 2.2%

Shares of NASDAQ:MSFT opened at $480.58 on Wednesday. The firm has a market capitalization of $3.57 trillion, a PE ratio of 34.18, a price-to-earnings-growth ratio of 1.89 and a beta of 1.07. 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 0.10, a current ratio of 1.40 and a quick ratio of 1.39. The firm’s 50-day moving average is $477.68 and its two-hundred day moving average is $500.81.

Microsoft (NASDAQ:MSFT) last posted its quarterly 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. Microsoft had a return on equity of 32.45% and a net margin of 35.71%.The company had revenue of $77.67 billion for the quarter, compared to analyst estimates of $75.49 billion. During the same quarter last year, the company earned $3.30 EPS. Microsoft’s revenue for the quarter was up 18.4% compared to the same quarter last year. Analysts predict that Microsoft Corporation will post 13.08 EPS for the current year.

Microsoft Announces Dividend

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 given a dividend of $0.91 per share. This represents a $3.64 annualized dividend and a dividend yield of 0.8%. The ex-dividend date is Thursday, February 19th. Microsoft’s payout ratio is currently 25.89%.

Key Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Maia 200 AI chip launch: Microsoft unveiled a second‑generation inference accelerator that management says cuts inference cost and power per query — a direct lever to improve Azure/Copilot margins as AI usage scales. Read More.
• Positive Sentiment: Large data‑center approvals: Mount Pleasant, Wis., board approved plans for 15 additional data centers (multi‑billion dollar project); expands capacity to meet AI demand and supports long‑term Azure revenue growth. Read More.
• Positive Sentiment: Strong cloud / AI momentum into earnings: Multiple previews highlight robust Azure growth and Copilot monetization as the primary upside drivers for revenue and guidance sensitivity. Investors expect management commentary on monetization and backlog. Read More.
• Neutral Sentiment: Market positioning ahead of Q2: Analysts and traders are pricing in a high‑expectations earnings event where forward guidance will likely matter more than the headline quarter. Watch capex/guidance language. Read More.
• Neutral Sentiment: Shareholder returns: Microsoft announced its first 2026 dividend payment date — supports income investors but has limited near‑term price impact vs. AI narrative. Read More.
• Negative Sentiment: Analyst concern on margins/CAPEX: Stifel lowered its price target citing near‑term margin pressure from elevated AI spend; other firms have trimmed targets or reiterated caution ahead of guidance. That raises downside risk if management signals continued heavy spend. Read More.
• Negative Sentiment: Environmental & regulatory/ESG scrutiny: Reporting flags rising water use at AI data centers — a potential regulatory/community constraint and reputational risk that could affect future site approvals and costs. Read More.
• Negative Sentiment: Legal/third‑party AI risk: A class action tied to an AI hiring tool used by Big Tech (including Microsoft customers) underscores litigation and compliance risks around AI deployments. Read More.

Insider Buying and Selling

In other news, EVP Takeshi Numoto sold 2,850 shares of the firm’s stock in a transaction that occurred on Thursday, December 4th. The shares were sold at an average price of $478.72, for a total transaction of $1,364,352.00. Following the transaction, the executive vice president directly owned 55,782 shares in the company, valued at approximately $26,703,959.04. This trade represents a 4.86% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, insider Bradford L. Smith sold 38,500 shares of Microsoft stock in a transaction on Monday, November 3rd. The shares were sold at an average price of $518.64, for a total transaction of $19,967,640.00. Following the completion of the transaction, the insider owned 461,597 shares in the company, valued at approximately $239,402,668.08. This represents a 7.70% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 54,100 shares of company stock worth $27,598,872 in the last ninety days. 0.03% of the stock is owned by corporate insiders.

Wall Street Analyst Weigh In

A number of equities research analysts have commented on the company. Raymond James Financial decreased their price target on Microsoft from $630.00 to $600.00 and set an “outperform” rating for the company in a research note on Thursday, October 30th. KeyCorp reiterated an “overweight” rating on shares of Microsoft in a research note on Thursday, October 30th. Robert W. Baird initiated coverage on Microsoft in a report on Friday, November 14th. They issued an “outperform” rating and a $600.00 price target for the company. UBS Group cut their price objective on shares of Microsoft from $650.00 to $600.00 and set a “buy” rating for the company in a report on Friday. Finally, JPMorgan Chase & Co. reaffirmed a “buy” rating on shares of Microsoft in a research note on Wednesday, November 19th. Three research analysts have rated the stock with a Strong Buy rating, thirty-five have given a Buy rating and three have issued a Hold rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Buy” and an average price target of $612.58.

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).