Legacy Wealth Management LLC MS Reduces Position in Microsoft Corporation $MSFT

Legacy Wealth Management LLC MS reduced its position in shares of Microsoft Corporation (NASDAQ:MSFT) by 10.6% in the third quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 46,406 shares of the software giant’s stock after selling 5,523 shares during the quarter. Microsoft comprises 7.2% of Legacy Wealth Management LLC MS’s portfolio, making the stock its 4th largest holding. Legacy Wealth Management LLC MS’s holdings in Microsoft were worth $24,036,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently modified their holdings of MSFT. Longfellow Investment Management Co. LLC raised its holdings in shares of Microsoft by 51.3% in 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 in the last quarter. Westend Capital Management LLC grew its position in Microsoft by 386.7% in the second quarter. Westend Capital Management LLC now owns 73 shares of the software giant’s stock worth $36,000 after buying an additional 58 shares during the last quarter. LSV Asset Management bought a new position in shares of Microsoft in the fourth quarter valued at $44,000. University of Illinois Foundation acquired a new stake in shares of Microsoft during the 2nd quarter valued at $50,000. Finally, ROSS JOHNSON & Associates LLC boosted its stake in shares of Microsoft by 155.7% during the 1st quarter. ROSS JOHNSON & Associates LLC now owns 156 shares of the software giant’s stock worth $59,000 after acquiring an additional 95 shares in the last quarter. Institutional investors own 71.13% of the company’s stock.

Microsoft Stock Up 0.2%

Microsoft stock opened at $481.63 on Thursday. Microsoft Corporation has a twelve month low of $344.79 and a twelve month 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 firm has a market cap of $3.58 trillion, a PE ratio of 34.26, a P/E/G ratio of 1.94 and a beta of 1.07. The firm’s 50 day moving average price is $477.57 and its two-hundred day moving average price is $500.68.

Microsoft (NASDAQ:MSFT) last posted its quarterly 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. Microsoft had a net margin of 35.71% and a return on equity of 32.45%. The business had revenue of $81.27 billion for the quarter, compared to analysts’ expectations of $80.28 billion. During the same period in the previous year, the company posted $3.23 EPS. Microsoft’s revenue was up 16.7% on a year-over-year basis. On average, research analysts predict that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

Microsoft Announces Dividend

The company also recently declared 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 is Thursday, February 19th. Microsoft’s payout ratio is currently 25.89%.

Wall Street Analyst Weigh In

MSFT has been the subject of several analyst reports. Raymond James Financial reduced their target price on Microsoft from $630.00 to $600.00 and set an “outperform” rating for the company in a report on Thursday, October 30th. The Goldman Sachs Group upgraded Microsoft to a “strong-buy” rating in a report on Monday, January 12th. BMO Capital Markets decreased their target price on shares of Microsoft from $650.00 to $625.00 and set an “outperform” rating for the company in a report on Thursday, October 30th. Sanford C. Bernstein boosted their price target on shares of Microsoft from $637.00 to $645.00 and gave the company an “outperform” rating in a report on Thursday, October 30th. Finally, JPMorgan Chase & Co. reaffirmed a “buy” rating on shares of Microsoft in a research note on Wednesday, November 19th. Three equities research analysts have rated the stock with a Strong Buy rating, thirty-five have issued a Buy rating and three have given a Hold rating to the company. According to data from MarketBeat, Microsoft presently has a consensus rating of “Buy” and a consensus target price of $612.58.

Insider Activity at Microsoft

In other Microsoft news, EVP Takeshi Numoto sold 2,850 shares of Microsoft stock in a transaction that occurred on Thursday, December 4th. The shares were 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 in the company, valued at $26,703,959.04. The trade was a 4.86% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Bradford L. Smith sold 38,500 shares of the business’s stock in a transaction that occurred on 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 completion of the sale, the insider directly owned 461,597 shares of the company’s stock, valued at $239,402,668.08. This represents a 7.70% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 54,100 shares of company stock valued at $27,598,872. 0.03% of the stock is owned by corporate insiders.

Microsoft News Summary

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Quarterly beat — Microsoft reported $4.14 EPS and ~$81.3B revenue, topping consensus and reassuring investors on core demand. Microsoft beats Wall Street expectations with $81.3B revenue
• Positive Sentiment: OpenAI payoff — Microsoft recorded a ~$7.6B gain tied to OpenAI activity, which boosted non?GAAP EPS and highlights monetization of its AI investments. Microsoft gained $7.6 billion from OpenAI last quarter
• Positive Sentiment: Cloud momentum — Azure and Microsoft Cloud continued strong growth (reports cite large percentage gains and Microsoft Cloud topping ~$50B quarterly), supporting the longer-term AI/cloud thesis. Microsoft beats Q2 earnings as Azure jumps 39%
• Positive Sentiment: AI infrastructure and long-term positioning — New Maia 200 AI chip rollout and approvals for more data centers support MSFT’s effort to control stack and reduce third?party GPU exposure. Microsoft’s Maia 200: The Profit Engine AI Needs
• Neutral Sentiment: Guidance roughly in line but watched closely — Microsoft issued revenue guidance near the Street range (~$80.7B–$81.8B), leaving limited upside vs. elevated cloud expectations. See the company press materials for details. Microsoft earnings press release
• Neutral Sentiment: Mixed analyst activity — Some firms reiterated buys and raised targets (e.g., BNP Paribas/Raymond James), while others trimmed targets citing margin pressure; this produced divergent analyst reactions rather than a consensus swing. BNP Paribas raises price target
• Negative Sentiment: Record capex and AI hardware spending — Microsoft reported very large capital expenditures (well above some estimates), fueling investor concern about near?term margin pressure and free?cash?flow timing. Microsoft drops after reporting record spending on AI hardware
• Negative Sentiment: Cloud growth expectations vs. reality — Headlines noting cloud growth “slowed” vs. sky?high expectations and commentary that elevated cloud targets left limited upside helped trigger after?hours selling. Microsoft edges past cloud growth expectations
• Negative Sentiment: Immediate market reaction — Despite the beat, traders sold after the report (several outlets flagged a sharp post?earnings drop) as investors focused on capex, guidance nuance, and elevated expectations. Microsoft’s stock could see its sharpest post-earnings drop in over three years
• Negative Sentiment: Other headwinds — A few operational/competitive items (third?party Xbox cancellations, France pulling back on videoconferencing contracts) were noted as marginal drags on sentiment. Microsoft slips on third-party Xbox game cancellations

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).