Net Worth Advisory Group Sells 4,130 Shares of Microsoft Corporation $MSFT

Net Worth Advisory Group trimmed its stake in shares of Microsoft Corporation (NASDAQ:MSFT) by 39.7% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 6,286 shares of the software giant’s stock after selling 4,130 shares during the period. Microsoft comprises about 0.9% of Net Worth Advisory Group’s portfolio, making the stock its 16th largest position. Net Worth Advisory Group’s holdings in Microsoft were worth $3,256,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the stock. WFA Asset Management Corp grew its holdings in shares of Microsoft by 27.0% during the first quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant’s stock worth $427,000 after buying an additional 216 shares in the last quarter. Ironwood Wealth Management LLC. lifted its stake in Microsoft by 0.3% in the 2nd quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant’s stock valued at $5,658,000 after acquiring an additional 38 shares in the last quarter. Discipline Wealth Solutions LLC boosted its position in Microsoft by 410.4% during the 3rd quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant’s stock worth $1,144,000 after acquiring an additional 2,138 shares during the last quarter. Wealth Group Ltd. boosted its position in Microsoft by 1.2% during the 4th quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant’s stock worth $1,000,000 after acquiring an additional 28 shares during 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 purchasing an additional 96 shares during the last quarter. 71.13% of the stock is owned by institutional investors and hedge funds.

Key Stores Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Broad Wall Street bullishness: dozens of analysts rate MSFT a buy, with a recent median price target near $639 — supporting upside expectations and helping underpin demand from institutional investors. Wall Street Says Microsoft Is a ‘Strong Buy.’ Let’s Look at Who Owns MSFT Stock?
• Positive Sentiment: AI-driven upside: multiple forecasts (including a 30% upside scenario) and analyst narrative center on Copilot/Azure AI monetization as the primary catalyst for revenue and multiple expansion in 2026. Investors buying AI growth stories may support the stock. Microsoft stock forecast: Why AI keeps 30% upside on the table for MSFT in 2026
• Positive Sentiment: Street narratives argue Microsoft could reach ~$5 trillion market value if AI monetization, Azure traction and margin expansion continue — a storyline that attracts long-term growth investors. Why analysts think this company could touch $5 trillion valuation in early 2026
• Neutral Sentiment: Mixed positioning and ownership flows: large institutional rebalances are visible — some firms (e.g., UBS and BlackRock) added material shares while others trimmed — meaning volume/flow dynamics can cause short-term volatility even as the long-term story remains intact. Microsoft Stock (MSFT) Opinions on AI and Cloud Expansion
• Neutral Sentiment: “Lagging the market” vs. moat debate: commentary notes MSFT underperformed the S&P in 2025 but highlights entrenched enterprise switching costs and recurring revenue that can stabilize the stock — impact depends on execution and visible Copilot monetization. Microsoft Is Lagging the Market—But Its Moat May Matter More in 2026
• Negative Sentiment: Insider selling and valuation concerns: recent data shows notable insider sales and recurring investor questions about MSFT’s premium multiple and heavy AI capex — these factors can pressure the stock if investors want clearer, near-term proof of AI revenue gains. Microsoft Stock (MSFT) Opinions on AI and Cloud Expansion
• Negative Sentiment: Competition and macro/flow risks: escalating AI buildouts from rivals (e.g., xAI/others) and the company’s large near-term capex plan raise investor scrutiny on timing of returns — any slowdown in visible AI monetization or broader market rotations can drive further weakness. Elon Musk Says xAI Purchased Third Building For Massive AI Expansion

Wall Street Analysts Forecast Growth

Several research analysts recently commented on the stock. Guggenheim set a $675.00 target price on shares of Microsoft in a report on Wednesday, November 19th. Royal Bank Of Canada restated a “buy” rating on shares of Microsoft in a research note on Wednesday, November 19th. Stifel Nicolaus set a $640.00 price objective on Microsoft in a report on Thursday, October 30th. Morgan Stanley upped their target price on Microsoft from $625.00 to $650.00 and gave the stock an “overweight” rating in a report on Thursday, October 30th. Finally, Arete Research increased their price target on Microsoft from $710.00 to $730.00 in a research report on Monday, October 27th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-seven have assigned a Buy rating and four have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, Microsoft presently has a consensus rating of “Moderate Buy” and an average target price of $631.03.

Insider Activity

In other Microsoft news, insider Bradford L. Smith sold 38,500 shares of the stock in a transaction dated 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 of the company’s stock, valued at $239,402,668.08. This represents a 7.70% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Takeshi Numoto sold 2,850 shares of the firm’s stock in a transaction that occurred on Thursday, December 4th. The stock was sold at an average price of $478.72, for a total transaction of $1,364,352.00. Following the sale, the executive vice president owned 55,782 shares of the company’s stock, valued at $26,703,959.04. This trade represents a 4.86% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 54,100 shares of company stock valued at $27,598,872 over the last ninety days. 0.03% of the stock is currently owned by company insiders.

Microsoft Price Performance

Shares of NASDAQ MSFT opened at $483.62 on Friday. The company has a quick ratio of 1.39, a current ratio of 1.40 and a debt-to-equity ratio of 0.10. The business’s 50 day moving average price is $494.48 and its two-hundred day moving average price is $503.72. The company has a market cap of $3.59 trillion, a PE ratio of 34.40, a price-to-earnings-growth ratio of 1.81 and a beta of 1.07. Microsoft Corporation has a twelve month low of $344.79 and a twelve month high of $555.45.

Microsoft (NASDAQ:MSFT) last issued its earnings results on Wednesday, October 29th. The software giant reported $4.13 EPS for the quarter, topping the consensus estimate 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 period in the previous year, the company posted $3.30 EPS. The firm’s revenue for the quarter was up 18.4% compared to the same quarter last year. On average, analysts predict that Microsoft Corporation will post 13.08 EPS for the current year.

Microsoft Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, March 12th. Shareholders of record on Thursday, February 19th will be issued a $0.91 dividend. This represents a $3.64 annualized dividend and a dividend yield of 0.8%. The ex-dividend date is Thursday, February 19th. Microsoft’s payout ratio is currently 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).