Princeton Global Asset Management LLC Increases Stock Holdings in Microsoft Corporation $MSFT

Princeton Global Asset Management LLC lifted its holdings in Microsoft Corporation (NASDAQ:MSFT) by 2.6% in the 3rd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 71,223 shares of the software giant’s stock after purchasing an additional 1,772 shares during the quarter. Microsoft accounts for approximately 6.1% of Princeton Global Asset Management LLC’s holdings, making the stock its 2nd largest position. Princeton Global Asset Management LLC’s holdings in Microsoft were worth $36,890,000 as of its most recent SEC filing.

A number of other large investors also recently modified their holdings of MSFT. Wellington Capital Management Inc. acquired a new position in shares of Microsoft in the 2nd quarter worth approximately $9,941,000. Sound View Wealth Advisors Group LLC boosted its holdings in Microsoft by 2.6% during the second quarter. Sound View Wealth Advisors Group LLC now owns 94,120 shares of the software giant’s stock worth $46,816,000 after buying an additional 2,373 shares in the last quarter. Real Talk Capital LLC grew its position in Microsoft by 1.6% in the first quarter. Real Talk Capital LLC now owns 2,290 shares of the software giant’s stock worth $860,000 after buying an additional 37 shares during the last quarter. Bank Pictet & Cie Europe AG grew its position in Microsoft by 3.8% in the second quarter. Bank Pictet & Cie Europe AG now owns 922,524 shares of the software giant’s stock worth $457,119,000 after buying an additional 33,382 shares during the last quarter. Finally, Gradient Investments LLC increased its holdings in shares of Microsoft by 4.3% in the third quarter. Gradient Investments LLC now owns 285,163 shares of the software giant’s stock valued at $147,700,000 after buying an additional 11,770 shares in the last quarter. 71.13% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

MSFT has been the subject of several research reports. Wells Fargo & Company raised their price objective on Microsoft from $675.00 to $700.00 and gave the stock an “overweight” rating in a research note on Thursday, October 30th. Morgan Stanley increased their price target on Microsoft from $625.00 to $650.00 and gave the company an “overweight” rating in a research report on Thursday, October 30th. Jefferies Financial Group reissued a “buy” rating and issued a $675.00 price target on shares of Microsoft in a research note on Wednesday, December 3rd. The Goldman Sachs Group restated a “buy” rating and set a $630.00 price objective on shares of Microsoft in a report on Tuesday, October 28th. Finally, Baird R W upgraded shares of Microsoft to a “strong-buy” rating in a report on Friday, November 14th. Two investment analysts have rated the stock with a Strong Buy rating, thirty-seven have assigned a Buy rating and four have given a Hold rating to the company’s stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $631.03.

Microsoft News Roundup

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Wedbush’s Dan Ives labels Microsoft a “compelling” buy for 2026 and sets a $625 target, arguing MSFT is an overlooked AI winner with ~30% upside — a catalyst for buyer interest. This Dividend-Yielding Tech Stock Looks a ‘Compelling Buy’ for 2026 After 2 Years of Underperformance
• Positive Sentiment: Multiple firms (Evercore, Wedbush, others) reiterated Outperform/Overweight ratings and high price targets (median ~$639), supporting upside expectations and fresh buying by institutions. Microsoft, Salesforce Lead Evercore’s 2026 Picks
• Positive Sentiment: Social and data-driven commentary highlights continued AI and Azure strength (Azure growth cited >30% YoY) and investor excitement around Copilot/AI infrastructure demand — a core growth narrative. Microsoft Stock (MSFT) Opinions on AI and Cloud Growth
• Neutral Sentiment: OpenAI appears closer to showing ads on ChatGPT — could create a new monetization stream that indirectly benefits Microsoft, but timing/terms and competitive/regulatory implications remain uncertain. OpenAI Is Getting Closer to Showing Ads on ChatGPT
• Neutral Sentiment: Macro view: strategists expect a solid 2026 for stocks but warn of rising volatility — a backdrop that can amplify MSFT moves in either direction. Wall Street Expects a Solid 2026 for Stocks. But the ‘Risks Are Growing’
• Negative Sentiment: Notable insider selling (including several executive sales) and reports of heavy insider dispositions can dent investor confidence about timing/valuation. Microsoft Stock (MSFT) Opinions on AI and Cloud Growth
• Negative Sentiment: CapEx and “overbuilding” risk: coverage highlights very large AI/data-center investments (reported multibillion-dollar capex) which could pressure margins if AI monetization lags. Microsoft: Not Immune To The Risk Of Overbuilding
• Negative Sentiment: Product/adoption concerns: reports say Copilot adoption has been slower than hoped, prompting CEO Satya Nadella to take a more hands‑on product role — a short‑term execution risk. Microsoft CEO Satya Nadella steps up as AI product overseer amid Copilot adoption challenges: report
• Negative Sentiment: Policy/talent risk: the administration’s H‑1B overhaul (ending the pure lottery) could change talent sourcing/costs for big tech, a medium‑term headwind for staffing/AI hiring. Trump administration moves to overhaul how H-1B visas are granted, ending lottery system

Insider Activity

In other news, EVP Takeshi Numoto sold 2,850 shares of the company’s stock in a transaction on Thursday, December 4th. The shares were sold at an average price of $478.72, for a total value of $1,364,352.00. Following the transaction, the executive vice president directly owned 55,782 shares of the company’s stock, valued at approximately $26,703,959.04. This represents a 4.86% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CEO Judson Althoff sold 12,750 shares of the stock in a transaction on Tuesday, December 2nd. The stock was sold at an average price of $491.52, for a total value of $6,266,880.00. Following the sale, the chief executive officer owned 129,349 shares of the company’s stock, valued at approximately $63,577,620.48. This represents a 8.97% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 54,100 shares of company stock worth $27,598,872 in the last ninety days. Corporate insiders own 0.03% of the company’s stock.

Microsoft Stock Up 0.2%

Shares of Microsoft stock opened at $487.61 on Thursday. Microsoft Corporation has a 1 year low of $344.79 and a 1 year high of $555.45. The company has a market cap of $3.62 trillion, a P/E ratio of 34.68, a P/E/G ratio of 1.82 and a beta of 1.07. The company has a current ratio of 1.40, a quick ratio of 1.39 and a debt-to-equity ratio of 0.10. The stock has a 50-day moving average price of $498.15 and a 200 day moving average price of $503.42.

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

Microsoft Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Thursday, March 12th. Shareholders of record on Thursday, February 19th will be paid a dividend of $0.91 per share. 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 (DPR) is 25.89%.

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).