New York Life Investment Management LLC Sells 20,498 Shares of Microsoft Corporation $MSFT

New York Life Investment Management LLC lowered its stake in shares of Microsoft Corporation (NASDAQ:MSFT) by 1.9% in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 1,063,606 shares of the software giant’s stock after selling 20,498 shares during the quarter. Microsoft makes up approximately 4.8% of New York Life Investment Management LLC’s holdings, making the stock its 2nd largest position. New York Life Investment Management LLC’s holdings in Microsoft were worth $550,895,000 at the end of the most recent reporting period.

Other institutional investors have also recently added to or reduced their stakes in the company. WFA Asset Management Corp lifted its position in Microsoft by 27.0% in the 1st quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant’s stock valued at $427,000 after purchasing an additional 216 shares during the last quarter. Ironwood Wealth Management LLC. increased its stake in shares of Microsoft by 0.3% in the second quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant’s stock valued at $5,658,000 after purchasing an additional 38 shares during the period. Discipline Wealth Solutions LLC increased its stake in shares of Microsoft by 410.4% in the third quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant’s stock valued at $1,144,000 after purchasing an additional 2,138 shares during the period. Wealth Group Ltd. raised its holdings in shares of Microsoft by 1.2% during the fourth quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant’s stock valued at $1,000,000 after buying an additional 28 shares during the last quarter. Finally, Eagle Capital Management LLC boosted its position in shares of Microsoft by 0.4% during the fourth quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant’s stock worth $9,735,000 after buying an additional 96 shares during the period. 71.13% of the stock is currently owned by institutional investors.

Trending Headlines about Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Large AI spending and the semiconductor rally underpin demand for Microsoft’s cloud and AI infrastructure — investors see the $650B+ AI buildout as a tailwind for Azure and AI services. The $650 Billion AI Surge Is Here—2 Semiconductor ETFs to Play It
• Positive Sentiment: New customer/partner wins: Microsoft signed an MoU with Codelco to explore AI, analytics and automation for mining — a concrete enterprise adoption signal. Codelco, Microsoft sign AI deal for mining operations
• Positive Sentiment: Security and ecosystem momentum: Microsoft helped dismantle the Tycoon 2FA phishing operation and sees partners joining its security programs (Blue Cycle joining MISA), reinforcing its security leadership and partner distribution. Coinbase, Microsoft and Europol take down phishing service ‘Tycoon 2FA’ Blue Cycle LLC joins Microsoft Intelligent Security Association (MISA)
• Neutral Sentiment: Technical/sector rotation: commentary suggests a “right‑tail” rotation back into oversold software/AI names, which may amplify short‑term strength in MSFT even as fundamentals are sorted. Right Tail Rotation Still Working
• Neutral Sentiment: Cybersecurity peer strength (Okta beat) highlights demand for identity/security services — good for sector sentiment but also underscores competition in identity and AI agent governance. Okta Earnings Beat, But Growth Questions Remain
• Negative Sentiment: OpenAI moves and funding raise strategic questions: reports that OpenAI is developing alternatives to Microsoft‑owned developer tools (e.g., GitHub) and the big outside funding round complicate the partnership narrative and could weaken Microsoft’s exclusivity benefits. OpenAI is developing alternative to Microsoft’s GitHub
• Negative Sentiment: Valuation and execution concerns persist: recent downgrades, commentary about a sizable YTD pullback and articles asking if the pullback is a buy signal show investors are split between long‑term AI conviction and short‑term margin/capex worries. Down 15% in 2026, Should You Buy the Dip in Microsoft Stock? Melius Research and Stifel Downgrade Microsoft to Hold
• Negative Sentiment: Operational/reputation noise: reports of widespread Outlook email blocking attracted criticism and could pose short‑term customer friction or regulatory scrutiny. Microsoft Draws Internet Ire Over Wave of Email Blocking

Microsoft Stock Performance

NASDAQ:MSFT opened at $410.68 on Friday. The company has a 50-day moving average of $436.98 and a 200-day moving average of $480.53. The firm has a market cap of $3.05 trillion, a price-to-earnings ratio of 25.68, a price-to-earnings-growth ratio of 1.58 and a beta of 1.10. The company has a current ratio of 1.39, a quick ratio of 1.38 and a debt-to-equity ratio of 0.09. Microsoft Corporation has a twelve month low of $344.79 and a twelve month high of $555.45.

Microsoft (NASDAQ:MSFT) last released its earnings results on Wednesday, January 28th. The software giant reported $4.14 EPS for the quarter, beating the consensus estimate of $3.86 by $0.28. The business had revenue of $81.27 billion during the quarter, compared to analyst estimates of $80.28 billion. Microsoft had a net margin of 39.04% and a return on equity of 32.34%. The business’s quarterly revenue was up 16.7% on a year-over-year basis. During the same period in the prior year, the business earned $3.23 earnings per share. Analysts forecast that Microsoft Corporation will post 13.08 earnings per share for the current fiscal year.

Analysts Set New Price Targets

MSFT has been the topic of several analyst reports. Oppenheimer restated an “outperform” rating on shares of Microsoft in a research report on Thursday, January 29th. JPMorgan Chase & Co. lowered their price target on Microsoft from $575.00 to $550.00 and set an “overweight” rating on the stock in a report on Thursday, January 29th. Daiwa Securities Group reduced their price objective on shares of Microsoft from $630.00 to $600.00 and set a “buy” rating for the company in a report on Wednesday, February 4th. Wall Street Zen cut shares of Microsoft from a “buy” rating to a “hold” rating in a research note on Sunday, January 18th. Finally, Melius Research set a $430.00 price target on shares of Microsoft in a research note on Monday, February 9th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-nine have assigned a Buy rating and four have assigned a Hold rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $591.95.

Insider Buying and Selling at Microsoft

In related news, Director John W. Stanton bought 5,000 shares of the firm’s stock in a transaction that occurred on Wednesday, February 18th. The shares were acquired at an average cost of $397.35 per share, for a total transaction of $1,986,750.00. Following the acquisition, the director directly owned 83,905 shares of the company’s stock, valued at $33,339,651.75. The trade was a 6.34% increase in their position. The transaction was disclosed in a document filed with the SEC, which is available through this link. 0.03% of the stock is currently owned by corporate insiders.

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).