Unique Wealth LLC Trims Stock Holdings in Microsoft Corporation $MSFT

Unique Wealth LLC reduced its holdings in shares of Microsoft Corporation (NASDAQ:MSFT) by 15.7% in the fourth quarter, Holdings Channel.com reports. The fund owned 13,570 shares of the software giant’s stock after selling 2,526 shares during the quarter. Microsoft comprises about 0.9% of Unique Wealth LLC’s portfolio, making the stock its 24th largest holding. Unique Wealth LLC’s holdings in Microsoft were worth $6,563,000 as of its most recent filing with the SEC.

Several other hedge funds also recently bought and sold shares of MSFT. WFA Asset Management Corp increased its holdings in Microsoft by 27.0% during the 1st quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant’s stock worth $427,000 after purchasing an additional 216 shares during the period. Ironwood Wealth Management LLC. grew its position in shares of Microsoft by 0.3% during the 2nd quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant’s stock worth $5,658,000 after buying an additional 38 shares in the last quarter. Discipline Wealth Solutions LLC increased its stake in shares of Microsoft by 410.4% during the third quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant’s stock valued at $1,144,000 after buying an additional 2,138 shares during the period. Wealth Group Ltd. raised its holdings in shares of Microsoft by 1.2% in the fourth quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant’s stock valued at $1,000,000 after acquiring an additional 28 shares in the last quarter. Finally, Eagle Capital Management LLC raised its holdings in shares of Microsoft by 0.4% in the fourth quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant’s stock valued at $9,735,000 after acquiring an additional 96 shares in the last quarter. Institutional investors own 71.13% of the company’s stock.

Insiders Place Their Bets

In other Microsoft news, Director John W. Stanton bought 5,000 shares of the company’s stock in a transaction that occurred on Wednesday, February 18th. The shares were purchased at an average cost of $397.35 per share, for a total transaction of $1,986,750.00. Following the purchase, 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 can be accessed through this hyperlink. Also, EVP Kathleen T. Hogan sold 12,321 shares of the company’s stock in a transaction dated 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 transaction, the executive vice president directly owned 137,933 shares in the company, valued at $56,486,322.16. This represents a 8.20% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 0.03% of the stock is owned by company insiders.

More Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft is expanding AI security and automation partnerships that deepen Azure and Copilot workflows (partners include Accenture, UiPath, Lumel, Expedience, DataBahn and Opsera), which supports enterprise sales and recurring revenue potential. Microsoft’s Expanding AI Security Partnerships Deepen Azure And Copilot Workflows
• Positive Sentiment: MSFT has begun validating Nvidia’s next‑gen Vera Rubin NVL72 systems for large AI workloads — a sign it’s building out competitive, scaleable AI infrastructure that supports high-margin cloud AI services. Microsoft Corporation (MSFT) Starts Validating Nvidia’s Vera Rubin NVL72 for AI Workloads
• Positive Sentiment: Major sell‑side firms (RBC Capital, Jefferies) are maintaining bullish ratings and high price targets, reinforcing long‑term analyst conviction that Microsoft can monetize AI investments. RBC Capital and Jefferies Keep Bullish Ratings on Microsoft (MSFT)
• Positive Sentiment: Microsoft says it will make Windows 11 “calmer” with fewer upsells/ads — a UX move that could slow user frustration and improve retention for consumer ecosystems tied to Office and Copilot adoption. Microsoft says it’ll make Windows 11 a calmer OS with fewer upsells or ads, as it tries to win back users – Windows Latest
• Neutral Sentiment: Leadership and product changes: Microsoft is reorganizing Copilot teams, tightening access to premium Copilot features and refocusing infrastructure — moves that aim to improve monetization but carry short‑term execution risk. Microsoft Refocuses Copilot AI And Infrastructure As Investors Weigh Valuation
• Neutral Sentiment: Microsoft appears as a core holding in actively managed dividend and AI ETFs, keeping steady passive/ETF demand even as individual investor flows ebb. (Market fund inclusion can stabilize long‑term demand.)
• Neutral Sentiment: Legislative/tendering angle: a proposed Federal Loan Systems modernization bill lists Microsoft as a potential cloud/vendor candidate — a small but positive source of future enterprise work if it proceeds. New Bill: Representative Brad Finstad introduces H.R. 7789: Federal Loan Systems Modernization Act of 2026
• Negative Sentiment: Near‑term selling reflects investor jitters over large, upfront AI infrastructure spending, uncertain timing of returns and valuation compression — analysts and commentators note MSFT’s multiple is at a multi‑year low, which fuels volatility. Microsoft Stock Faces Jitters as Bold Bets Mount

Microsoft Stock Down 2.0%

NASDAQ:MSFT opened at $381.35 on Monday. The company’s 50-day simple moving average is $418.85 and its 200-day simple moving average is $471.78. The company has a debt-to-equity ratio of 0.09, a quick ratio of 1.38 and a current ratio of 1.39. Microsoft Corporation has a fifty-two week low of $344.79 and a fifty-two week high of $555.45. The stock has a market capitalization of $2.83 trillion, a P/E ratio of 23.85, a P/E/G ratio of 1.49 and a beta of 1.10.

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

Microsoft Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, June 11th. Stockholders of record on Thursday, May 21st will be issued a dividend of $0.91 per share. This represents a $3.64 annualized dividend and a dividend yield of 1.0%. The ex-dividend date is Thursday, May 21st. Microsoft’s dividend payout ratio is currently 22.76%.

Wall Street Analyst Weigh In

Several research analysts have issued reports on MSFT shares. UBS Group reiterated an “outperform” rating on shares of Microsoft in a report on Thursday, January 29th. New Street Research upped their price target on shares of Microsoft from $670.00 to $675.00 and gave the stock a “buy” rating in a research report on Thursday, January 29th. Melius Research set a $430.00 price objective on shares of Microsoft in a research note on Monday, February 9th. Deutsche Bank Aktiengesellschaft cut their price objective on shares of Microsoft from $630.00 to $575.00 and set a “buy” rating on the stock in a report on Thursday, January 29th. Finally, HSBC reduced their price objective on shares of Microsoft from $667.00 to $588.00 and set a “buy” rating for the company in a research note on Thursday, January 29th. Two investment analysts have rated the stock with a Strong Buy rating, thirty-nine have issued a Buy rating and four have issued a Hold rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $591.87.

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).