Wilmington Savings Fund Society FSB Has $149.45 Million Stake in Microsoft Corporation $MSFT

Wilmington Savings Fund Society FSB lowered its stake in Microsoft Corporation (NASDAQ:MSFT) by 32.1% during the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 288,546 shares of the software giant’s stock after selling 136,637 shares during the quarter. Microsoft comprises approximately 3.4% of Wilmington Savings Fund Society FSB’s holdings, making the stock its 4th largest holding. Wilmington Savings Fund Society FSB’s holdings in Microsoft were worth $149,452,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors have also recently made changes to their positions in the company. Vanguard Group Inc. raised its holdings 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 acquiring an additional 13,691,572 shares in the last quarter. State Street Corp raised its stake in Microsoft by 1.1% during the second quarter. State Street Corp now owns 299,196,519 shares of the software giant’s stock valued at $148,823,341,000 after purchasing an additional 3,166,275 shares in the last quarter. Geode Capital Management LLC lifted its position in Microsoft by 2.0% during the second quarter. Geode Capital Management LLC now owns 179,001,751 shares of the software giant’s stock valued at $88,714,256,000 after purchasing an additional 3,532,054 shares during the last quarter. Norges Bank bought a new stake in shares of Microsoft in the 2nd quarter worth about $50,493,678,000. Finally, Northern Trust Corp raised its position in shares of Microsoft by 16.1% during the 4th quarter. Northern Trust Corp now owns 83,787,746 shares of the software giant’s stock valued at $35,316,535,000 after buying an additional 11,600,470 shares in the last quarter. 71.13% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

Several equities research analysts have weighed in on the company. Sanford C. Bernstein reissued an “outperform” rating and set a $641.00 price objective (down from $645.00) on shares of Microsoft in a research note on Thursday, January 29th. Oppenheimer restated an “outperform” rating on shares of Microsoft in a report on Thursday, January 29th. Stifel Nicolaus reiterated a “hold” rating and set a $392.00 price objective (down from $540.00) on shares of Microsoft in a research report on Thursday, February 5th. Barclays restated an “overweight” rating on shares of Microsoft in a report on Monday, March 9th. Finally, Daiwa Securities Group cut their price target on shares of Microsoft from $630.00 to $600.00 and set a “buy” rating on the stock in a report on Wednesday, February 4th. Two research analysts have rated the stock with a Strong Buy rating, forty have assigned a Buy rating and four have issued a Hold rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $591.95.

Insider Buying and Selling at Microsoft

In other news, EVP Kathleen T. Hogan sold 12,321 shares of the firm’s stock in a transaction on Friday, March 6th. The stock was sold at an average price of $409.52, for a total transaction of $5,045,695.92. Following the transaction, the executive vice president owned 137,933 shares in the company, valued at approximately $56,486,322.16. This trade represents a 8.20% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, Director John W. Stanton acquired 5,000 shares of the firm’s stock in a transaction that occurred on Wednesday, February 18th. The stock was purchased at an average price of $397.35 per share, with a total value of $1,986,750.00. Following the completion of the acquisition, the director directly owned 83,905 shares of the company’s stock, valued at $33,339,651.75. This represents a 6.34% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. 0.03% of the stock is currently owned by corporate insiders.

Microsoft Trading Down 1.9%

MSFT stock opened at $391.79 on Thursday. Microsoft Corporation has a 12 month low of $344.79 and a 12 month high of $555.45. The firm’s 50-day moving average is $422.59 and its 200 day moving average is $473.71. The company has a market capitalization of $2.91 trillion, a PE ratio of 24.50, a P/E/G ratio of 1.56 and a beta of 1.10. The company has a debt-to-equity ratio of 0.09, a current ratio of 1.39 and a quick ratio of 1.38.

Microsoft (NASDAQ:MSFT) last issued its earnings results on Wednesday, January 28th. The software giant reported $4.14 EPS for the quarter, topping analysts’ consensus estimates of $3.86 by $0.28. Microsoft had a net margin of 39.04% and a return on equity of 32.34%. The business had revenue of $81.27 billion for the quarter, compared to the consensus estimate of $80.28 billion. During the same period in the prior year, the firm earned $3.23 EPS. The company’s revenue for the quarter was up 16.7% compared to the same quarter last year. On average, research analysts anticipate that Microsoft Corporation will post 13.08 EPS for the current year.

Microsoft Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, June 11th. Shareholders of record on Thursday, May 21st will be issued a $0.91 dividend. This represents a $3.64 annualized dividend and a dividend yield of 0.9%. The ex-dividend date is Thursday, May 21st. Microsoft’s dividend payout ratio is currently 22.76%.

Key Headlines Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Management is consolidating Copilot product teams to unify commercial and consumer offerings, appointing Jacob Andreou to lead the effort — a move aimed at faster product coherence and adoption that should help monetize Copilot across enterprise and consumer segments. Microsoft unifies Copilot teams (Reuters)
• Positive Sentiment: Analysts and coverage highlight that Microsoft is increasingly monetizing AI beyond raw infrastructure — growing Copilot subscription revenue and Agent 365 updates that expand enterprise spend on AI, supporting Azure revenue growth. Wall Street Is Wrong About This AI Cloud Stock (Fool)
• Positive Sentiment: Talent and partnerships: Microsoft hired the Cove AI collaboration team and continues research collaborations (e.g., MediaTek on data‑center optics), signaling continued investment in AI/IP and infrastructure efficiency. These moves support long‑term competitiveness in cloud and model building. Microsoft hires Cove team (TechCrunch)
• Neutral Sentiment: Wider market weakness in technology is weighing on MSFT along with mixed investor commentary and options activity; some investors highlight long‑term strength while others flag valuation and capex concerns. Sector Update: Tech Stocks Retreat (Yahoo)
• Negative Sentiment: Microsoft is reportedly weighing legal action against Amazon and OpenAI over a reported $50B OpenAI–Amazon cloud deal that could erode Microsoft’s preferential relationship with OpenAI — a high‑stakes dispute that threatens Azure competitive advantages and future model access. Microsoft weighs legal action over Amazon‑OpenAI deal (Reuters)
• Negative Sentiment: Security risk: U.S. agencies advised companies to harden Microsoft’s endpoint management tool after the Stryker medical‑device cyberattack, raising concerns about vulnerabilities in enterprise management tooling and potential remediation costs or reputational impact. US agency advisory after Stryker cyberattack (Reuters)
• Negative Sentiment: AI execution scrutiny: Critical coverage and commentary about reassignments within Microsoft’s AI leadership and product performance versus competitors (claims of product lag) may amplify short‑term investor concern about execution and timing to close gaps with rivals. Microsoft reshuffles AI team (FT)

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).