Microsoft Corporation $MSFT is HBK Sorce Advisory LLC’s 8th Largest Position

HBK Sorce Advisory LLC lifted its position in shares of Microsoft Corporation (NASDAQ:MSFT) by 26.5% during the third quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 112,261 shares of the software giant’s stock after buying an additional 23,547 shares during the quarter. Microsoft makes up 1.3% of HBK Sorce Advisory LLC’s holdings, making the stock its 8th largest holding. HBK Sorce Advisory LLC’s holdings in Microsoft were worth $58,920,000 at the end of the most recent quarter.

Other institutional investors have also bought and sold shares of the company. Longfellow Investment Management Co. LLC grew its position in shares of Microsoft by 51.3% during the second 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. Bulwark Capital Corp purchased a new stake in Microsoft during the 2nd quarter valued at approximately $32,000. Westend Capital Management LLC lifted its holdings in shares of 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 in the last quarter. LSV Asset Management bought a new position in shares of Microsoft during the 4th quarter valued at about $44,000. Finally, University of Illinois Foundation bought a new position in shares of Microsoft during the 2nd quarter valued at approximately $50,000. Hedge funds and other institutional investors own 71.13% of the company’s stock.

Insider Transactions at Microsoft

In other news, CEO Judson Althoff sold 12,750 shares of Microsoft stock in a transaction on Tuesday, December 2nd. The stock was sold at an average price of $491.52, for a total transaction of $6,266,880.00. Following the transaction, the chief executive officer owned 129,349 shares in the company, valued at $63,577,620.48. The trade was a 8.97% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, insider Bradford L. Smith sold 38,500 shares of the company’s stock in a transaction that occurred on Monday, November 3rd. The shares were sold at an average price of $518.64, for a total value of $19,967,640.00. Following the completion of the transaction, the insider owned 461,597 shares in the company, 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. Insiders sold a total of 54,100 shares of company stock worth $27,598,872 over the last three months. 0.03% of the stock is currently owned by insiders.

Analyst Upgrades and Downgrades

MSFT has been the subject of several research reports. Melius Research increased their price objective on shares of Microsoft from $595.00 to $625.00 in a research report on Thursday, September 25th. Sanford C. Bernstein increased 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. Stifel Nicolaus set a $640.00 price objective on Microsoft in a research note on Thursday, October 30th. Citigroup raised their price objective on Microsoft from $682.00 to $690.00 and gave the company a “buy” rating in a research note on Thursday, October 30th. Finally, Mizuho cut Microsoft from a “strong-buy” rating to a “hold” rating in a report on Tuesday, November 18th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-seven have issued a Buy rating and four have assigned a Hold rating to the stock. Based on data from MarketBeat, Microsoft currently has an average rating of “Moderate Buy” and a consensus price target of $631.03.

Microsoft Trading Up 0.1%

MSFT stock opened at $487.54 on Wednesday. The company has a market capitalization of $3.62 trillion, a PE ratio of 34.68, a P/E/G ratio of 1.82 and a beta of 1.07. Microsoft Corporation has a 12 month low of $344.79 and a 12 month high of $555.45. The firm’s 50-day moving average is $495.96 and its 200 day moving average is $504.01. The company has a debt-to-equity ratio of 0.10, a current ratio of 1.40 and a quick ratio of 1.39.

Microsoft (NASDAQ:MSFT) last issued its earnings results on Wednesday, October 29th. The software giant reported $4.13 EPS for the quarter, topping analysts’ consensus estimates of $3.65 by $0.48. The business had revenue of $77.67 billion for the quarter, compared to the consensus estimate of $75.49 billion. Microsoft had a net margin of 35.71% and a return on equity of 32.45%. The company’s revenue for the quarter was up 18.4% compared to the same quarter last year. During the same period in the prior year, the firm earned $3.30 EPS. On average, research analysts anticipate that Microsoft Corporation will post 13.08 EPS 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 $0.91 dividend. The ex-dividend date of this dividend is Thursday, February 19th. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.7%. Microsoft’s dividend payout ratio is currently 25.89%.

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

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).