Parcion Private Wealth LLC Has $38.68 Million Holdings in Microsoft Corporation $MSFT

Parcion Private Wealth LLC raised its position in Microsoft Corporation (NASDAQ:MSFT) by 2.6% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 74,671 shares of the software giant’s stock after purchasing an additional 1,912 shares during the quarter. Microsoft accounts for about 2.4% of Parcion Private Wealth LLC’s holdings, making the stock its 13th biggest holding. Parcion Private Wealth LLC’s holdings in Microsoft were worth $38,676,000 at the end of the most recent reporting period.

A number of other hedge funds have also recently made changes to their positions in MSFT. Wellington Capital Management Inc. acquired a new position in shares of Microsoft during the 2nd quarter valued at $9,941,000. Sound View Wealth Advisors Group LLC increased its stake in Microsoft by 2.6% in the second quarter. Sound View Wealth Advisors Group LLC now owns 94,120 shares of the software giant’s stock valued at $46,816,000 after purchasing an additional 2,373 shares in the last quarter. Real Talk Capital LLC raised its holdings in shares of Microsoft by 1.6% during the first quarter. Real Talk Capital LLC now owns 2,290 shares of the software giant’s stock valued at $860,000 after purchasing an additional 37 shares during the period. Bank Pictet & Cie Europe AG grew its stake in shares of Microsoft by 3.8% in the 2nd quarter. Bank Pictet & Cie Europe AG now owns 922,524 shares of the software giant’s stock valued at $457,119,000 after buying an additional 33,382 shares during the period. Finally, Gradient Investments LLC grew its stake in shares of Microsoft by 4.3% in the 3rd quarter. Gradient Investments LLC now owns 285,163 shares of the software giant’s stock valued at $147,700,000 after buying an additional 11,770 shares during the period. 71.13% of the stock is owned by institutional investors and hedge funds.

More Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: CEO-led shakeup to accelerate AI execution — reports say Satya Nadella reorganized senior leadership to inject urgency into Microsoft’s AI push, a move investors view as supportive for faster Copilot/Azure monetization. Microsoft CEO Injects ‘Sense of Urgency’ Into AI Efforts
• Positive Sentiment: Wall Street bullish on 2026 AI upside — several analyst notes and forecasts point to a large AI-driven revenue lift (one headline cites a ~30% upside scenario), supporting investor optimism about multiple expansion if AI monetization becomes visible. Microsoft Stock Forecast: Why Wall Street Sees a 30% AI-Fueled Jump for MSFT in 2026
• Positive Sentiment: Copilot / Dynamics 365 & Azure adoption remain tangible growth levers — Dynamics 365 and Copilot adoption are cited as drivers of enterprise seat upgrades and cloud consumption, underpinning recurring revenue and higher ARPU potential. Can Microsoft Stock Rally on Dynamics 365 Business Applications?
• Positive Sentiment: Xbox Cloud Gaming exits beta — cloud gaming availability for Game Pass subscribers can broaden engagement and recurring revenue in Microsoft’s gaming segment (service-led monetization vs. one-time hardware cycles). Microsoft Corporation (MSFT) Announces Availability of Xbox Cloud Gaming
• Neutral Sentiment: Policy and hiring tailwinds — new federal bill (AI Talent Act) aims to streamline AI hiring across agencies; long term this could ease talent constraints for cloud/AI vendors but has limited near-term revenue impact. New Bill: Representative Sara Jacobs introduces H.R. 6573: AI Talent Act
• Neutral Sentiment: ESG recognition may broaden buyer base — Microsoft shows up on 2026 ESG stock lists, which can attract allocation from sustainability-focused funds but is not a primary earnings driver. 3 ESG Stocks to Add to Your Portfolio for Sustainable Returns in 2026
• Negative Sentiment: High AI capex and spending scrutiny — analysts are questioning whether massive AI investments across the Magnificent Seven will pressure free cash flow and near-term margins; this keeps upside tied to visible monetization of AI features. Buy Stock in the Mag 7 Hyperscalers or Are They Spending Too Much?
• Negative Sentiment: Hardware supply issues risk gaming timing — “RAMpocalypse” reports indicate potential delays for next-gen consoles, which could push Xbox hardware revenue further out (though Microsoft’s services exposure cushions the impact). What the RAMpocalypse Means for Sony’s PlayStation 6 & Microsoft’s (MSFT) Next Xbox

Insider Buying and Selling

In other Microsoft news, CEO Judson Althoff sold 12,750 shares of Microsoft stock in a transaction that occurred on Tuesday, December 2nd. The shares were sold at an average price of $491.52, for a total transaction of $6,266,880.00. Following the completion of the sale, the chief executive officer directly owned 129,349 shares in the company, valued at $63,577,620.48. The trade was 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, insider Bradford L. Smith sold 38,500 shares of Microsoft stock in a transaction 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 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 90 days, insiders have sold 54,100 shares of company stock valued at $27,598,872. Company insiders own 0.03% of the company’s stock.

Analyst Ratings Changes

A number of equities analysts recently issued reports on the company. Rothschild Redb cut Microsoft from a “strong-buy” rating to a “hold” rating in a report on Tuesday, November 18th. UBS Group reiterated a “buy” rating and set a $650.00 price objective on shares of Microsoft in a report on Thursday, October 30th. Cantor Fitzgerald set a $639.00 target price on shares of Microsoft in a report on Thursday, October 30th. Jefferies Financial Group reaffirmed a “buy” rating and issued a $675.00 price target on shares of Microsoft in a research report on Wednesday, December 3rd. Finally, Wall Street Zen lowered Microsoft from a “buy” rating to a “hold” rating in a report on Saturday, December 20th. Two investment 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 stock. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $631.03.

Microsoft Stock Up 0.1%

MSFT opened at $487.54 on Wednesday. Microsoft Corporation has a twelve month low of $344.79 and a twelve month high of $555.45. The company’s 50-day moving average price is $495.96 and its two-hundred day moving average price is $504.01. The stock has a market cap of $3.62 trillion, a price-to-earnings ratio of 34.68, a PEG ratio of 1.82 and a beta of 1.07. The company has a quick ratio of 1.39, a current ratio of 1.40 and a debt-to-equity ratio of 0.10.

Microsoft (NASDAQ:MSFT) last issued its quarterly earnings results on Wednesday, October 29th. The software giant reported $4.13 EPS for the quarter, beating analysts’ consensus estimates of $3.65 by $0.48. The firm had revenue of $77.67 billion for 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 business’s revenue for the quarter was up 18.4% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $3.30 EPS. As a group, equities analysts expect that Microsoft Corporation will post 13.08 earnings per share for the current year.

Microsoft Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, March 12th. Investors of record on Thursday, February 19th will be paid a dividend of $0.91 per share. The ex-dividend date of this dividend is Thursday, February 19th. This represents a $3.64 annualized dividend and a yield of 0.7%. Microsoft’s 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).