MB Levis & Associates LLC Has $3.97 Million Stock Position in Microsoft Corporation $MSFT

MB Levis & Associates LLC lowered its holdings in shares of Microsoft Corporation (NASDAQ:MSFT) by 31.7% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 7,657 shares of the software giant’s stock after selling 3,554 shares during the quarter. Microsoft comprises about 1.7% of MB Levis & Associates LLC’s investment portfolio, making the stock its 14th biggest position. MB Levis & Associates LLC’s holdings in Microsoft were worth $3,966,000 at the end of the most recent quarter.

Other large investors have also recently bought and sold shares of the company. Praetorian Wealth Management Inc. acquired a new position in Microsoft during the third quarter worth $770,000. Taylor & Morgan Wealth Management LLC boosted its stake in shares of Microsoft by 0.5% during the 3rd quarter. Taylor & Morgan Wealth Management LLC now owns 11,607 shares of the software giant’s stock worth $6,012,000 after acquiring an additional 62 shares in the last quarter. Able Wealth Management LLC increased its holdings in shares of Microsoft by 8.6% during the 3rd quarter. Able Wealth Management LLC now owns 2,850 shares of the software giant’s stock valued at $1,476,000 after acquiring an additional 225 shares during the last quarter. RTD Financial Advisors Inc. raised its stake in shares of Microsoft by 3.5% in the 3rd quarter. RTD Financial Advisors Inc. now owns 1,731 shares of the software giant’s stock valued at $897,000 after acquiring an additional 59 shares in the last quarter. Finally, High Probability Advisors LLC raised its stake in shares of Microsoft by 11.5% in the 3rd quarter. High Probability Advisors LLC now owns 1,838 shares of the software giant’s stock valued at $952,000 after acquiring an additional 190 shares in the last quarter. 71.13% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

Several equities analysts have commented on MSFT shares. BMO Capital Markets lowered their price target on Microsoft from $650.00 to $625.00 and set an “outperform” rating on the stock in a report on Thursday, October 30th. Cantor Fitzgerald set a $639.00 price objective on shares of Microsoft in a report on Thursday, October 30th. Royal Bank Of Canada reiterated a “buy” rating on shares of Microsoft in a report on Wednesday, November 19th. Arete Research upped their price target on shares of Microsoft from $710.00 to $730.00 in a report on Monday, October 27th. Finally, DZ Bank reaffirmed a “buy” rating on shares of Microsoft in a research report on Thursday, October 30th. Two research analysts have rated the stock with a Strong Buy rating, thirty-seven have given a Buy rating and four have issued a Hold rating to the company. According to data from MarketBeat, Microsoft currently has a consensus rating of “Moderate Buy” and an average price target of $631.03.

Microsoft Stock Performance

NASDAQ:MSFT opened at $483.62 on Friday. The firm’s 50-day moving average is $494.48 and its 200-day moving average is $503.72. Microsoft Corporation has a 52-week low of $344.79 and a 52-week high of $555.45. The company has a debt-to-equity ratio of 0.10, a quick ratio of 1.39 and a current ratio of 1.40. The company has a market cap of $3.59 trillion, a price-to-earnings ratio of 34.40, a PEG ratio of 1.81 and a beta of 1.07.

Microsoft (NASDAQ:MSFT) last released its earnings results on Wednesday, October 29th. The software giant reported $4.13 earnings per share for the quarter, beating the consensus estimate of $3.65 by $0.48. Microsoft had a net margin of 35.71% and a return on equity of 32.45%. The business had revenue of $77.67 billion during the quarter, compared to analysts’ expectations of $75.49 billion. During the same quarter last year, the company earned $3.30 earnings per share. The firm’s revenue was up 18.4% on a year-over-year basis. Equities research analysts anticipate that Microsoft Corporation will post 13.08 earnings per share for the current year.

Microsoft Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, March 12th. Stockholders of record on Thursday, February 19th will be issued 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 of this dividend is Thursday, February 19th. Microsoft’s dividend payout ratio (DPR) is presently 25.89%.

Insider Activity

In related news, CEO Judson Althoff sold 12,750 shares of the company’s stock in a transaction on Tuesday, December 2nd. The stock was sold at an average price of $491.52, for a total value of $6,266,880.00. Following the completion of the transaction, the chief executive officer directly owned 129,349 shares in the company, valued at approximately $63,577,620.48. This represents a 8.97% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, EVP Takeshi Numoto sold 2,850 shares of the firm’s stock in a transaction on Thursday, December 4th. The stock was sold at an average price of $478.72, for a total value of $1,364,352.00. Following the completion of the transaction, the executive vice president directly owned 55,782 shares of the company’s stock, valued at approximately $26,703,959.04. This trade represents a 4.86% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 54,100 shares of company stock worth $27,598,872. Company insiders own 0.03% of the company’s stock.

Key Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Broad Wall Street bullishness: dozens of analysts rate MSFT a buy, with a recent median price target near $639 — supporting upside expectations and helping underpin demand from institutional investors. Wall Street Says Microsoft Is a ‘Strong Buy.’ Let’s Look at Who Owns MSFT Stock?
• Positive Sentiment: AI-driven upside: multiple forecasts (including a 30% upside scenario) and analyst narrative center on Copilot/Azure AI monetization as the primary catalyst for revenue and multiple expansion in 2026. Investors buying AI growth stories may support the stock. Microsoft stock forecast: Why AI keeps 30% upside on the table for MSFT in 2026
• Positive Sentiment: Street narratives argue Microsoft could reach ~$5 trillion market value if AI monetization, Azure traction and margin expansion continue — a storyline that attracts long-term growth investors. Why analysts think this company could touch $5 trillion valuation in early 2026
• Neutral Sentiment: Mixed positioning and ownership flows: large institutional rebalances are visible — some firms (e.g., UBS and BlackRock) added material shares while others trimmed — meaning volume/flow dynamics can cause short-term volatility even as the long-term story remains intact. Microsoft Stock (MSFT) Opinions on AI and Cloud Expansion
• Neutral Sentiment: “Lagging the market” vs. moat debate: commentary notes MSFT underperformed the S&P in 2025 but highlights entrenched enterprise switching costs and recurring revenue that can stabilize the stock — impact depends on execution and visible Copilot monetization. Microsoft Is Lagging the Market—But Its Moat May Matter More in 2026
• Negative Sentiment: Insider selling and valuation concerns: recent data shows notable insider sales and recurring investor questions about MSFT’s premium multiple and heavy AI capex — these factors can pressure the stock if investors want clearer, near-term proof of AI revenue gains. Microsoft Stock (MSFT) Opinions on AI and Cloud Expansion
• Negative Sentiment: Competition and macro/flow risks: escalating AI buildouts from rivals (e.g., xAI/others) and the company’s large near-term capex plan raise investor scrutiny on timing of returns — any slowdown in visible AI monetization or broader market rotations can drive further weakness. Elon Musk Says xAI Purchased Third Building For Massive AI Expansion

Microsoft 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).