Microsoft Corporation $MSFT Stock Holdings Trimmed by Penbrook Management LLC

Penbrook Management LLC reduced its stake in shares of Microsoft Corporation (NASDAQ:MSFT) by 6.4% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 22,750 shares of the software giant’s stock after selling 1,555 shares during the period. Microsoft accounts for about 7.6% of Penbrook Management LLC’s portfolio, making the stock its 3rd largest holding. Penbrook Management LLC’s holdings in Microsoft were worth $11,002,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds and other institutional investors have also recently made changes to their positions in the stock. Lpwm LLC lifted its position in Microsoft by 35.5% during the fourth quarter. Lpwm LLC now owns 1,775 shares of the software giant’s stock worth $858,000 after buying an additional 465 shares in the last quarter. Fulcrum Equity Management boosted its stake in Microsoft by 272.4% during the fourth quarter. Fulcrum Equity Management now owns 3,568 shares of the software giant’s stock worth $1,726,000 after buying an additional 2,610 shares during the last quarter. OMC Financial Services LTD grew its holdings in Microsoft by 0.9% in the 4th quarter. OMC Financial Services LTD now owns 24,334 shares of the software giant’s stock valued at $11,768,000 after buying an additional 222 shares in the last quarter. Attessa Capital LLC grew its holdings in Microsoft by 20.0% in the 4th quarter. Attessa Capital LLC now owns 511 shares of the software giant’s stock valued at $247,000 after buying an additional 85 shares in the last quarter. Finally, Doliver Advisors LP increased its stake in shares of Microsoft by 30.8% in the 4th quarter. Doliver Advisors LP now owns 6,815 shares of the software giant’s stock worth $3,296,000 after acquiring an additional 1,603 shares during the last quarter. Institutional investors and hedge funds own 71.13% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research analysts have recently weighed in on the stock. Oppenheimer reissued an “outperform” rating on shares of Microsoft in a research report on Thursday, January 29th. Wall Street Zen cut shares of Microsoft from a “buy” rating to a “hold” rating in a research report on Sunday, January 18th. Royal Bank Of Canada reaffirmed an “outperform” rating on shares of Microsoft in a research note on Monday, March 2nd. TD Cowen reiterated a “buy” rating on shares of Microsoft in a report on Thursday, January 29th. Finally, Mizuho dropped their price target on shares of Microsoft from $640.00 to $620.00 and set an “outperform” rating for the company in a research note on Wednesday, January 21st. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-nine have given a Buy rating and four have assigned a Hold rating to the company. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $591.87.

Microsoft Trading Up 0.3%

NASDAQ MSFT opened at $383.04 on Tuesday. The firm’s 50-day moving average is $416.96 and its two-hundred day moving average is $470.91. Microsoft Corporation has a 12 month low of $344.79 and a 12 month high of $555.45. The company has a debt-to-equity ratio of 0.09, a current ratio of 1.39 and a quick ratio of 1.38. The stock has a market capitalization of $2.84 trillion, a P/E ratio of 23.95, a PEG ratio of 1.49 and a beta of 1.10.

Microsoft (NASDAQ:MSFT) last announced its quarterly earnings results on Wednesday, January 28th. The software giant reported $4.14 earnings per share for the quarter, beating analysts’ consensus estimates of $3.86 by $0.28. The business had revenue of $81.27 billion during the quarter, compared to analysts’ expectations of $80.28 billion. Microsoft had a net margin of 39.04% and a return on equity of 32.34%. The business’s revenue for the quarter was up 16.7% on a year-over-year basis. During the same period last year, the business earned $3.23 earnings per share. On average, sell-side analysts anticipate that Microsoft Corporation will post 13.08 earnings per share for the current year.

Microsoft Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, June 11th. Investors of record on Thursday, May 21st will be issued a $0.91 dividend. This represents a $3.64 annualized dividend and a yield of 1.0%. The ex-dividend date is Thursday, May 21st. Microsoft’s dividend payout ratio (DPR) is 22.76%.

Trending Headlines about Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Evercore flags upside to Azure revenue and highlights monetization levers (365 E7, Copilot pricing) that could lift cloud revenue and margins if adoption accelerates. Evercore highlights potential upside to Microsoft’s Azure revenue, discusses 365 E7, Copilot
• Positive Sentiment: Microsoft hired top AI researchers (Ali Farhadi, Hanna Hajishirzi, Ranjay Krishna) into Mustafa Suleyman’s team — a clear signal the company is doubling down on advanced AI R&D that could sustain long‑term product leadership. Microsoft hires former Ai2 CEO Ali Farhadi and key researchers for Suleyman’s AI team
• Positive Sentiment: Microsoft-backed Lace raised $40M to advance helium atom-beam lithography — a potential long-term strategic edge in chip tooling and supply for AI infrastructure. This is a small but strategic bet on semiconductor innovation that complements Azure/NV investment. Microsoft-backed startup raises $40 million for advanced chipmaking equipment tech
• Positive Sentiment: Microsoft is expanding AI-security and automation partnerships across Azure and Copilot workflows (Accenture, UiPath, others), which supports enterprise stickiness and cross-sell opportunities. Microsoft’s Expanding AI Security Partnerships Deepen Azure And Copilot Workflows
• Neutral Sentiment: Active ETFs and some dividend/AI ETFs continue to hold MSFT as a core position, providing steady institutional demand but not a near‑term catalyst. Active ETFs Surge Past Passive, and These Are in the Lead
• Neutral Sentiment: Specialized YieldMax ETFs that reference Microsoft carry embedded VIX/option risks — relevant to ETF holders but not a direct MSFT-company operational issue. YieldMax ETFs Tied to Berkshire and Microsoft Carry a Hidden ‘Vix Risk’ Most Holders Never See
• Negative Sentiment: Analysts warn the Copilot reorganization is a red flag — consolidation of teams and tighter gating of premium Copilot features raises short‑term execution risk and questions about monetization speed. Reorganization suggests Microsoft issues are mounting, analyst says
• Negative Sentiment: Melius Research reiterated concerns calling the Copilot shake‑up a “red flag,” contributing to cautious sentiment and pressuring the stock amid an already weak YTD performance. Melius analyst: Microsoft’s Copilot reorganization is a ‘red flag’
• Negative Sentiment: Broader tech/headline pressure (shares of MSFT, NVDA, MU moved sharply in recent sessions) and Windows emergency‑update reports add short‑term volatility risk as investors reassess AI capex and monetization timelines. Microsoft (MSFT), Nvidia (NVDA), and Micron (MU) Crash 10% Collectively. What is Going on?

Insider Activity at Microsoft

In other news, Director John W. Stanton purchased 5,000 shares of the stock in a transaction dated Wednesday, February 18th. The stock was acquired at an average cost of $397.35 per share, for a total transaction of $1,986,750.00. Following the completion of the transaction, the director directly owned 83,905 shares in the company, valued at approximately $33,339,651.75. This represents a 6.34% increase in their position. The purchase was disclosed in a legal filing with the SEC, which is available at this link. Also, EVP Kathleen T. Hogan sold 12,321 shares of Microsoft stock in a transaction on Friday, March 6th. The shares were sold at an average price of $409.52, for a total value of $5,045,695.92. Following the completion of the sale, the executive vice president directly owned 137,933 shares of the company’s stock, valued at $56,486,322.16. The trade was a 8.20% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 0.03% of the stock is currently owned by company insiders.

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).