Osprey Private Wealth LLC Increases Stock Position in Microsoft Corporation $MSFT

Osprey Private Wealth LLC grew its holdings in Microsoft Corporation (NASDAQ:MSFT) by 40.3% in the third quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 21,455 shares of the software giant’s stock after buying an additional 6,165 shares during the quarter. Microsoft accounts for approximately 4.0% of Osprey Private Wealth LLC’s holdings, making the stock its 7th biggest holding. Osprey Private Wealth LLC’s holdings in Microsoft were worth $11,113,000 at the end of the most recent quarter.

Several other institutional investors have also made changes to their positions in MSFT. AlphaQuest LLC boosted its holdings in Microsoft by 5.9% during the second quarter. AlphaQuest LLC now owns 342 shares of the software giant’s stock valued at $170,000 after purchasing an additional 19 shares in the last quarter. PMV Capital Advisers LLC grew its position in Microsoft by 5.9% in the second quarter. PMV Capital Advisers LLC now owns 359 shares of the software giant’s stock valued at $178,000 after acquiring an additional 20 shares during the period. Seek First Inc. grew its position in Microsoft by 1.5% in the second quarter. Seek First Inc. now owns 1,358 shares of the software giant’s stock valued at $675,000 after acquiring an additional 20 shares during the period. Level Financial Advisors raised its stake in Microsoft by 0.8% during the second quarter. Level Financial Advisors now owns 2,680 shares of the software giant’s stock worth $1,333,000 after acquiring an additional 20 shares in the last quarter. Finally, Red Mountain Financial LLC lifted its holdings in shares of Microsoft by 0.7% during the second quarter. Red Mountain Financial LLC now owns 2,761 shares of the software giant’s stock valued at $1,373,000 after acquiring an additional 20 shares during the period. 71.13% of the stock is currently owned by institutional investors and hedge funds.

Microsoft Stock Down 0.2%

NASDAQ:MSFT opened at $485.13 on Tuesday. The company has a market cap of $3.61 trillion, a price-to-earnings ratio of 34.50, a P/E/G ratio of 1.82 and a beta of 1.07. The company has a debt-to-equity ratio of 0.10, a quick ratio of 1.39 and a current ratio of 1.40. The stock’s fifty day moving average price is $499.20 and its two-hundred day moving average price is $503.42. Microsoft Corporation has a 52-week low of $344.79 and a 52-week high of $555.45.

Microsoft (NASDAQ:MSFT) last released its earnings results on Wednesday, October 29th. The software giant reported $4.13 earnings per share for the quarter, topping analysts’ consensus estimates of $3.65 by $0.48. Microsoft had a return on equity of 32.45% and a net margin of 35.71%.The company had revenue of $77.67 billion during the quarter, compared to the consensus estimate of $75.49 billion. During the same quarter in the previous year, the company posted $3.30 earnings per share. The firm’s quarterly revenue was up 18.4% on a year-over-year basis. On average, analysts anticipate that Microsoft Corporation will post 13.08 EPS for the current year.

Microsoft Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Thursday, March 12th. Shareholders of record on Thursday, February 19th will be given a dividend of $0.91 per share. The ex-dividend date is Thursday, February 19th. This represents a $3.64 dividend on an annualized basis and a yield of 0.8%. Microsoft’s dividend payout ratio is presently 25.89%.

Insider Activity

In related news, insider Bradford L. Smith sold 38,500 shares of the 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 transaction, the insider directly 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. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, 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 sale, the chief executive officer directly owned 129,349 shares of the company’s stock, valued at $63,577,620.48. This represents a 8.97% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 54,100 shares of company stock valued at $27,598,872. 0.03% of the stock is currently owned by insiders.

Key Headlines Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Wall Street bullishness on AI upside — Wedbush/Dan Ives reiterating Outperform and a $625 price target implies material upside for MSFT if AI monetization accelerates into 2026. Microsoft Stock Has 29% Upside in 2026, Says Dan Ives
• Positive Sentiment: Analysts forecasting a large incremental AI revenue stream — one top analyst scenario models roughly $25B of AI-driven revenue in fiscal 2026, supporting claims that MSFT may be undervalued on current multiples. Microsoft (MSFT) Stock: Top Analyst Forecasts $25B AI Revenue Boost
• Positive Sentiment: Product and partnership momentum — new partnerships, a cybercrime platform rollout and multi-year deals (e.g., with Cognizant) expand commercial channels for Copilot/Azure services. These deals support revenue visibility even as investment ramps. Microsoft Expands AI Footprint
• Positive Sentiment: Large AI-capex commitments — Microsoft is funneling sizable capital into AI (including major investments in India and Canada), which supports long-term cloud/AI leadership despite short-term spending. Heavy AI Investment Positions Microsoft
• Neutral Sentiment: Investor attention and favorable long-term narratives (dividend-growth narrative, Zacks/Fool coverage) keep MSFT in buy-lists even as short-term volatility persists. Why Microsoft Is a Top Growth Stock
• Negative Sentiment: Gaming struggles — coverage noting Xbox is “losing the console race by miles” highlights declining hardware sales, layoffs and studio cuts that pressure Xbox profitability and near-term investor sentiment. Losing the Console Race by Miles
• Negative Sentiment: Execution and governance concerns — reports that Satya Nadella is pressing teams on Copilot progress (and commentary about micromanagement) suggest internal stress over execution timelines. Microsoft CEO Pushes Staff on Copilot Ambitions
• Negative Sentiment: Concerns about OpenAI exposure and required spending — some analysts/columns argue OpenAI ties could be a liability and commentators warn Microsoft “requires mass spending” to keep Azure competitive, both of which can pressure margins and near-term sentiment. OpenAI Is Looking More Like A Liability Jim Cramer Says Microsoft “Requires Mass Spending”

Analysts Set New Price Targets

Several research firms have recently weighed in on MSFT. Barclays reaffirmed an “overweight” rating and issued a $625.00 target price on shares of Microsoft in a report on Friday, August 29th. Melius Research upped their price objective on shares of Microsoft from $595.00 to $625.00 in a research note on Thursday, September 25th. Wedbush reaffirmed an “outperform” rating and set a $625.00 price objective on shares of Microsoft in a report on Monday. Daiwa Capital Markets reduced their target price on Microsoft from $640.00 to $630.00 and set a “buy” rating on the stock in a report on Friday, November 7th. Finally, Stifel Nicolaus set a $640.00 price target on Microsoft in a research report on Thursday, October 30th. Two 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. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $631.03.

About Microsoft

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).