Mayflower Financial Advisors LLC Has $23.08 Million Stock Position in Microsoft Corporation $MSFT

Mayflower Financial Advisors LLC boosted its stake in shares of Microsoft Corporation (NASDAQ:MSFT) by 5.2% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 44,555 shares of the software giant’s stock after purchasing an additional 2,212 shares during the quarter. Microsoft comprises 2.2% of Mayflower Financial Advisors LLC’s holdings, making the stock its 4th largest holding. Mayflower Financial Advisors LLC’s holdings in Microsoft were worth $23,077,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other large investors have also added to or reduced their stakes in the company. Vanguard Group Inc. boosted its stake in Microsoft by 2.0% in the second quarter. Vanguard Group Inc. now owns 705,077,786 shares of the software giant’s stock valued at $350,712,742,000 after acquiring an additional 13,691,572 shares in the last quarter. State Street Corp increased its position in shares of Microsoft by 1.1% during the second quarter. State Street Corp now owns 299,196,519 shares of the software giant’s stock worth $148,823,341,000 after purchasing an additional 3,166,275 shares in the last quarter. Geode Capital Management LLC lifted its holdings in shares of Microsoft by 2.0% during the 2nd 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 purchased a new stake in shares of Microsoft during the 2nd quarter valued at $50,493,678,000. Finally, Kingstone Capital Partners Texas LLC boosted its position in shares of Microsoft by 564,387.1% in the 2nd quarter. Kingstone Capital Partners Texas LLC now owns 90,549,369 shares of the software giant’s stock worth $45,040,162,000 after purchasing an additional 90,533,328 shares in the last quarter. 71.13% of the stock is currently owned by institutional investors.

More Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Major analyst support remains intact — Jefferies reiterated a Buy on MSFT with a $675 target, and other firms (Wedbush, Scotiabank) continue positive stances, reinforcing a bullish long-term AI/cloud story. Microsoft’s (MSFT) AI Strategy Reinforces Its Position as a Long-Term Winner, Analyst Says
• Positive Sentiment: New commercial partnerships extend Copilot/Azure monetization paths — PayPal will power checkout in Copilot and Fiserv has an AI partnership to embed Microsoft tech, both help drive direct revenue/usage for Copilot and Azure. PayPal Teams With Microsoft to Power Checkout in Copilot
• Positive Sentiment: Product momentum and enterprise demand remain strong — reporting around robust Azure demand, agentic AI tools for retail, and new robotics/automation partnerships that expand Azure’s TAM. These support revenue visibility and margin recovery as AI deployments scale. Microsoft Unleashes Agentic AI To Automate Every Corner Of Retail
• Neutral Sentiment: EU digital-rule update reportedly spares big tech from the strictest measures — less regulatory tightening would be neutral-to-positive for MSFT but it’s a policy development to monitor. Exclusive: Big Tech spared strict rules in EU digital rule overhaul, sources say
• Neutral Sentiment: Analyst price-target consensus points to sizable upside (~30% mean) and multiple firms flag MSFT as a top AI play — bullish medium-term context but not an immediate catalyst. Wall Street Analysts Predict a 30.32% Upside in Microsoft (MSFT)
• Neutral Sentiment: Upcoming earnings and corporate cadence — Microsoft announced its quarterly earnings date; previews suggest continued double‑digit growth expectations, making the report a potential near-term catalyst. Microsoft announces quarterly-earnings release date
• Negative Sentiment: Layoff rumors and cost worries have circulated (reports of thousands of cuts); Microsoft publicly pushed back calling some figures “100 percent made up,” but the rumor flow can pressure sentiment and drive short-term selling. “100 Percent Made Up”: Microsoft Stock (NASDAQ:MSFT) Slips in Response to Layoff Rumors
• Negative Sentiment: Local opposition to a proposed data center in Michigan and broader community pushback could create PR/headwind risks and slow site builds — timing/permits matter for capacity expansion plans. Microsoft revealed as company behind controversial data center proposal in Michigan township
• Negative Sentiment: Legal exposure around OpenAI (lawsuit allowed to proceed to trial) is a reputational/legal risk given Microsoft’s close ties and investments in OpenAI. Elon Musk’s lawsuit accusing ChatGPT-maker OpenAI Of Betraying Its Nonprofit Mission Can Go To Trial, Judge Rules

Insiders Place Their Bets

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 stock was sold at an average price of $478.72, for a total value of $1,364,352.00. Following the completion of the sale, the executive vice president directly owned 55,782 shares of the company’s stock, valued at $26,703,959.04. This trade represents a 4.86% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, insider Bradford L. Smith sold 38,500 shares of the company’s stock in a transaction dated Monday, November 3rd. The stock was sold at an average price of $518.64, for a total transaction of $19,967,640.00. Following the transaction, the insider owned 461,597 shares in the company, valued at $239,402,668.08. The trade was 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 a total of 54,100 shares of company stock valued at $27,598,872 over the last quarter. Company insiders own 0.03% of the company’s stock.

Analyst Upgrades and Downgrades

Several brokerages recently issued reports on MSFT. BNP Paribas Exane upped their target price on Microsoft from $630.00 to $632.00 and gave the company an “outperform” rating in a research report on Monday, November 3rd. Morgan Stanley upped their price objective on shares of Microsoft from $625.00 to $650.00 and gave the company an “overweight” rating in a report on Thursday, October 30th. Mizuho cut shares of Microsoft from a “strong-buy” rating to a “hold” rating in a report on Tuesday, November 18th. UBS Group reaffirmed a “buy” rating and set a $650.00 target price on shares of Microsoft in a report on Thursday, October 30th. Finally, Redburn Partners set a $560.00 target price on shares of Microsoft in a research report on Wednesday, October 22nd. Two research analysts have rated the stock with a Strong Buy rating, thirty-seven have issued a Buy rating and four have given a Hold rating to the company’s stock. According to data from MarketBeat.com, Microsoft has a consensus rating of “Moderate Buy” and an average target price of $630.11.

Microsoft Stock Performance

Microsoft stock opened at $478.11 on Friday. 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 stock has a market cap of $3.55 trillion, a price-to-earnings ratio of 34.01, a price-to-earnings-growth ratio of 1.81 and a beta of 1.07. The firm has a 50 day simple moving average of $488.91 and a 200-day simple moving average of $503.66.

Microsoft (NASDAQ:MSFT) last issued its quarterly earnings data on Wednesday, October 29th. The software giant reported $4.13 earnings per share for the quarter, beating analysts’ consensus estimates of $3.65 by $0.48. The business had revenue of $77.67 billion during the quarter, compared to analysts’ expectations of $75.49 billion. Microsoft had a return on equity of 32.45% and a net margin of 35.71%.The company’s revenue was up 18.4% on a year-over-year basis. During the same period in the previous year, the firm posted $3.30 earnings per share. On average, analysts expect that Microsoft Corporation will post 13.08 EPS for the current year.

Microsoft Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, March 12th. Shareholders of record on Thursday, February 19th will be paid a $0.91 dividend. This represents a $3.64 annualized dividend and a yield of 0.8%. The ex-dividend date is Thursday, February 19th. Microsoft’s dividend payout ratio is currently 25.89%.

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).