MassMutual Private Wealth & Trust FSB Reduces Stake in Microsoft Corporation $MSFT

MassMutual Private Wealth & Trust FSB decreased its holdings in shares of Microsoft Corporation (NASDAQ:MSFT) by 2.7% during the fourth quarter, according to its most recent filing with the SEC. The firm owned 372,154 shares of the software giant’s stock after selling 10,140 shares during the period. Microsoft accounts for about 4.6% of MassMutual Private Wealth & Trust FSB’s portfolio, making the stock its 3rd largest position. MassMutual Private Wealth & Trust FSB’s holdings in Microsoft were worth $179,981,000 as of its most recent SEC filing.

Several other large investors have also modified their holdings of MSFT. Longfellow Investment Management Co. LLC lifted its stake 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 last quarter. Bayforest Capital Ltd purchased a new position in Microsoft in the third quarter valued at about $38,000. LSV Asset Management purchased a new position in Microsoft in the fourth quarter valued at about $44,000. Sellwood Investment Partners LLC bought a new position in Microsoft in the third quarter worth about $49,000. Finally, University of Illinois Foundation bought a new position in Microsoft in the second quarter worth about $50,000. Institutional investors own 71.13% of the company’s stock.

Insider Buying and Selling at Microsoft

In other Microsoft news, EVP Kathleen T. Hogan sold 12,321 shares of the business’s stock in a transaction dated 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 sale, the executive vice president owned 137,933 shares in the company, valued at approximately $56,486,322.16. The trade was a 8.20% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director John W. Stanton acquired 5,000 shares of the business’s stock in a transaction dated Wednesday, February 18th. The stock was purchased at an average cost of $397.35 per share, for a total transaction 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 approximately $33,339,651.75. This trade represents a 6.34% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. 0.03% of the stock is owned by corporate insiders.

More Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: BofA reinstated coverage with a Buy and a $500 price target, highlighting Azure and Copilot as drivers for multiyear upside. BofA Projects 31% Rally
• Positive Sentiment: Microsoft and Nvidia unveiled an AI partnership aimed at accelerating nuclear-energy design and operations — a potential new commercial use case that underscores enterprise AI tailwinds. Microsoft, Nvidia Team Up To Build AI-Powered Nuclear Energy Future
• Neutral Sentiment: Leadership and HR changes (including the departure of Microsoft’s diversity chief and a wider HR reorganization) are underway — operationally important but with an unclear near-term impact on revenue. Microsoft’s diversity chief is leaving
• Negative Sentiment: MarketWatch reports this is MSFT’s worst quarter in 17 years, citing weak near-term trends in cloud and software that may not be quickly fixed — a primary driver of negative sentiment. Microsoft’s stock is having its worst quarter in 17 years
• Negative Sentiment: UBS trimmed its 12‑month price target (from $600 to $510), flagging investor scrutiny on M365 and Copilot monetization — a sign analysts see slower near-term upside even if long‑term views remain constructive. Microsoft price target lowered on M365, Copilot questions
• Negative Sentiment: OpenAI’s investor document lists heavy reliance on Microsoft for financing and compute as a top risk — this disclosure increases perceived counterparty/partner concentration risk. OpenAI Flags Microsoft as ‘Top Risk’
• Negative Sentiment: Coverage noting Copilot retention/monetization issues and rising AI infrastructure spending suggests the stock will need clearer product traction or margin evidence to resume a sustainable rally. Microsoft Shows “Sense of Urgency,” But MSFT Stock Will Only Rally on This Condition

Microsoft Stock Performance

Shares of Microsoft stock opened at $371.04 on Thursday. The company has a 50 day moving average price of $413.24 and a 200 day moving average price of $469.35. The firm has a market capitalization of $2.76 trillion, a P/E ratio of 23.20, a PEG ratio of 1.47 and a beta of 1.10. The company has a quick ratio of 1.38, a current ratio of 1.39 and a debt-to-equity ratio of 0.09. Microsoft Corporation has a 52 week low of $344.79 and a 52 week high of $555.45.

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

Microsoft Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, June 11th. Investors of record on Thursday, May 21st will be given a $0.91 dividend. This represents a $3.64 annualized dividend and a dividend yield of 1.0%. The ex-dividend date of this dividend is Thursday, May 21st. Microsoft’s dividend payout ratio is presently 22.76%.

Analyst Upgrades and Downgrades

A number of analysts have recently weighed in on the stock. Piper Sandler restated an “overweight” rating and issued a $600.00 price target (down from $650.00) on shares of Microsoft in a report on Thursday, January 29th. Guggenheim reiterated a “buy” rating and set a $586.00 price objective on shares of Microsoft in a research note on Thursday, January 22nd. Daiwa Securities Group decreased their target price on shares of Microsoft from $630.00 to $600.00 and set a “buy” rating for the company in a research report on Wednesday, February 4th. Wall Street Zen downgraded shares of Microsoft from a “buy” rating to a “hold” rating in a research note on Sunday, January 18th. Finally, DA Davidson reaffirmed a “buy” rating and issued a $650.00 price target on shares of Microsoft in a report on Thursday, January 29th. Two research analysts have rated the stock with a Strong Buy rating, thirty-eight have assigned a Buy rating and five have given a Hold rating to the company. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $588.97.

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).