Microsoft Corporation $MSFT Shares Sold by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co

SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co trimmed its stake in shares of Microsoft Corporation (NASDAQ:MSFT) by 13.9% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 12,132 shares of the software giant’s stock after selling 1,960 shares during the quarter. Microsoft comprises approximately 4.4% of SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co’s investment portfolio, making the stock its 9th biggest position. SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co’s holdings in Microsoft were worth $6,164,000 as of its most recent SEC filing.

Other large investors also recently modified their holdings of the company. Longfellow Investment Management Co. LLC lifted its position in 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 acquiring an additional 20 shares during the last quarter. Bayforest Capital Ltd bought a new position in shares of Microsoft during the third quarter worth approximately $38,000. LSV Asset Management acquired a new stake in Microsoft during the 4th quarter worth approximately $44,000. Sellwood Investment Partners LLC bought a new stake in Microsoft in the 3rd quarter valued at $49,000. Finally, University of Illinois Foundation acquired a new position in Microsoft in the 2nd quarter valued at $50,000. 71.13% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

A number of equities research analysts have recently weighed in on MSFT shares. Wells Fargo & Company dropped their target price on Microsoft from $630.00 to $615.00 and set an “overweight” rating for the company in a report on Thursday, January 29th. Royal Bank Of Canada reiterated an “outperform” rating on shares of Microsoft in a research note on Monday. Stifel Nicolaus restated a “hold” rating and set a $392.00 target price (down from $540.00) on shares of Microsoft in a research report on Thursday, February 5th. JPMorgan Chase & Co. lowered their target price on shares of Microsoft from $575.00 to $550.00 and set an “overweight” rating on the stock in a report on Thursday, January 29th. Finally, The Goldman Sachs Group reiterated a “buy” rating on shares of Microsoft in a research report on Thursday, February 12th. Two research analysts have rated the stock with a Strong Buy rating, thirty-nine have given a Buy rating and four have issued a Hold rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $591.95.

Microsoft Stock Performance

Shares of Microsoft stock opened at $410.68 on Friday. The company has a current ratio of 1.39, a quick ratio of 1.38 and a debt-to-equity ratio of 0.09. The company has a market cap of $3.05 trillion, a PE ratio of 25.68, a price-to-earnings-growth ratio of 1.58 and a beta of 1.10. The company has a 50 day moving average of $436.98 and a 200-day moving average of $480.53. Microsoft Corporation has a 1-year low of $344.79 and a 1-year high of $555.45.

Microsoft (NASDAQ:MSFT) last announced its quarterly earnings data on Wednesday, January 28th. The software giant reported $4.14 EPS for the quarter, beating the consensus estimate of $3.86 by $0.28. The business had revenue of $81.27 billion during the quarter, compared to the consensus estimate of $80.28 billion. Microsoft had a net margin of 39.04% and a return on equity of 32.34%. The company’s revenue was up 16.7% on a year-over-year basis. During the same period in the previous year, the business earned $3.23 earnings per share. As a group, equities research analysts forecast that Microsoft Corporation will post 13.08 earnings per share for the current fiscal year.

Insider Buying and Selling at Microsoft

In other Microsoft news, Director John W. Stanton acquired 5,000 shares of the company’s stock in a transaction that occurred on 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 transaction, the director directly owned 83,905 shares in the company, valued at $33,339,651.75. This represents a 6.34% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the SEC, which is available through this link. 0.03% of the stock is currently owned by corporate insiders.

Key Stories Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Large AI spending and the semiconductor rally underpin demand for Microsoft’s cloud and AI infrastructure — investors see the $650B+ AI buildout as a tailwind for Azure and AI services. The $650 Billion AI Surge Is Here—2 Semiconductor ETFs to Play It
• Positive Sentiment: New customer/partner wins: Microsoft signed an MoU with Codelco to explore AI, analytics and automation for mining — a concrete enterprise adoption signal. Codelco, Microsoft sign AI deal for mining operations
• Positive Sentiment: Security and ecosystem momentum: Microsoft helped dismantle the Tycoon 2FA phishing operation and sees partners joining its security programs (Blue Cycle joining MISA), reinforcing its security leadership and partner distribution. Coinbase, Microsoft and Europol take down phishing service ‘Tycoon 2FA’ Blue Cycle LLC joins Microsoft Intelligent Security Association (MISA)
• Neutral Sentiment: Technical/sector rotation: commentary suggests a “right‑tail” rotation back into oversold software/AI names, which may amplify short‑term strength in MSFT even as fundamentals are sorted. Right Tail Rotation Still Working
• Neutral Sentiment: Cybersecurity peer strength (Okta beat) highlights demand for identity/security services — good for sector sentiment but also underscores competition in identity and AI agent governance. Okta Earnings Beat, But Growth Questions Remain
• Negative Sentiment: OpenAI moves and funding raise strategic questions: reports that OpenAI is developing alternatives to Microsoft‑owned developer tools (e.g., GitHub) and the big outside funding round complicate the partnership narrative and could weaken Microsoft’s exclusivity benefits. OpenAI is developing alternative to Microsoft’s GitHub
• Negative Sentiment: Valuation and execution concerns persist: recent downgrades, commentary about a sizable YTD pullback and articles asking if the pullback is a buy signal show investors are split between long‑term AI conviction and short‑term margin/capex worries. Down 15% in 2026, Should You Buy the Dip in Microsoft Stock? Melius Research and Stifel Downgrade Microsoft to Hold
• Negative Sentiment: Operational/reputation noise: reports of widespread Outlook email blocking attracted criticism and could pose short‑term customer friction or regulatory scrutiny. Microsoft Draws Internet Ire Over Wave of Email Blocking

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).