Microsoft Corporation $MSFT Position Reduced by Worth Asset Management LLC

Worth Asset Management LLC trimmed its position in Microsoft Corporation (NASDAQ:MSFT) by 32.2% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 4,875 shares of the software giant’s stock after selling 2,313 shares during the quarter. Microsoft makes up approximately 1.1% of Worth Asset Management LLC’s portfolio, making the stock its 19th largest position. Worth Asset Management LLC’s holdings in Microsoft were worth $2,525,000 at the end of the most recent reporting period.

Other large investors have also made changes to their positions in the company. Longfellow Investment Management Co. LLC boosted its position in shares of Microsoft by 51.3% in the second quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant’s stock worth $29,000 after buying an additional 20 shares during the period. Bulwark Capital Corp purchased a new stake in Microsoft in the 2nd quarter worth about $32,000. Westend Capital Management LLC lifted its stake in Microsoft by 386.7% in the 2nd quarter. Westend Capital Management LLC now owns 73 shares of the software giant’s stock worth $36,000 after acquiring an additional 58 shares in the last quarter. University of Illinois Foundation acquired a new stake in Microsoft during the 2nd quarter worth about $50,000. Finally, LSV Asset Management purchased a new position in Microsoft during the 4th quarter valued at about $44,000. Institutional investors and hedge funds own 71.13% of the company’s stock.

Wall Street Analyst Weigh In

MSFT has been the subject of a number of research analyst reports. Daiwa Capital Markets reduced their price target on shares of Microsoft from $640.00 to $630.00 and set a “buy” rating for the company in a research report on Friday, November 7th. Baird R W upgraded shares of Microsoft to a “strong-buy” rating in a research note on Friday, November 14th. Arete Research increased their target price on shares of Microsoft from $710.00 to $730.00 in a research report on Monday, October 27th. Cowen reissued a “buy” rating on shares of Microsoft in a research note on Friday, October 24th. Finally, Mizuho downgraded shares of Microsoft from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, November 18th. Two analysts have rated the stock with a Strong Buy rating, thirty-seven have assigned a Buy rating and four have assigned a Hold rating to the stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $630.11.

Key Stories Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Office 365 subscription growth is accelerating (commercial + consumer uptake, higher-tier migration and AI features boosting revenue per user), which supports recurring revenue and margin resilience. MSFT’s Office 365 Subscription Growth Picks Up
• Positive Sentiment: Microsoft launched agentic AI solutions for retailers (automation across merchandising, store ops and fulfillment) — expands monetization avenues for Azure/Copilot in commerce. Microsoft Introduces Agentic AI Solutions for Retailers
• Positive Sentiment: PayPal will power Copilot Checkout flows, a partnership that helps drive payments volume inside Microsoft’s Copilot ecosystem and could lift monetization of consumer workflows. PayPal Teams With Microsoft to Power Checkout in Copilot
• Positive Sentiment: Prominent commentators and analysts remain constructive — Jim Cramer voiced continued confidence in Microsoft, and firms (Wedbush/Jefferies/Scotiabank coverage) reiterate upside tied to Azure/AI momentum. These endorsements support investor sentiment. Jim Cramer Says “Going Forward, I Still Feel Pretty Good About Microsoft”
• Neutral Sentiment: EU digital rule overhaul reportedly won’t impose heavy-handed restrictions on big tech — reduces a regulatory overhang but is broadly industry-wide news. Big Tech spared strict rules in EU digital rule overhaul
• Negative Sentiment: Reports say AI‑capable PC sales came in below expectations, denting the near‑term hardware/AI upgrade narrative that had been a tailwind for Microsoft’s Windows/partner ecosystem. “AI Confuses Them More Than it Helps…”: Microsoft Stock Slips as AI PC Sales Less Than Expected
• Negative Sentiment: Rumors of large job cuts circulated (company communications called the figures inaccurate), creating headline risk around rising AI costs and cost‑base adjustments. Short-term volatility can follow such reports even when later denied. “100 Percent Made Up”: Microsoft Stock Slips in Response to Layoff Rumors
• Negative Sentiment: Local opposition emerged after Microsoft was identified as the developer behind a contentious Michigan data‑center proposal — potential permitting delays and PR drag. Microsoft behind controversial data center proposal in Michigan

Insiders Place Their Bets

In other news, insider Bradford L. Smith sold 38,500 shares of the business’s stock in a transaction 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 completion of the sale, the insider directly owned 461,597 shares in the company, valued at approximately $239,402,668.08. The trade was a 7.70% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CEO Judson Althoff sold 12,750 shares of the firm’s stock in a transaction on Tuesday, December 2nd. The shares were sold at an average price of $491.52, for a total transaction of $6,266,880.00. Following the completion of the transaction, the chief executive officer owned 129,349 shares in the company, valued at $63,577,620.48. The trade was a 8.97% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 54,100 shares of company stock valued at $27,598,872 over the last 90 days. 0.03% of the stock is currently owned by company insiders.

Microsoft Stock Up 0.2%

Microsoft stock opened at $479.28 on Friday. The company has a current ratio of 1.40, a quick ratio of 1.39 and a debt-to-equity ratio of 0.10. Microsoft Corporation has a 1-year low of $344.79 and a 1-year high of $555.45. The firm’s fifty day simple moving average is $488.14 and its 200-day simple moving average is $503.62. The company has a market capitalization of $3.56 trillion, a P/E ratio of 34.09, a P/E/G ratio of 1.79 and a beta of 1.07.

Microsoft (NASDAQ:MSFT) last posted its earnings results on Wednesday, October 29th. The software giant reported $4.13 earnings per share for the quarter, beating 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 for the quarter, compared to analyst estimates of $75.49 billion. During the same period last year, the company earned $3.30 earnings per share. The business’s revenue was up 18.4% compared to the same quarter last year. Sell-side analysts forecast that Microsoft Corporation will post 13.08 earnings per share for the current fiscal year.

Microsoft Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Thursday, March 12th. Investors of record on Thursday, February 19th will be issued a $0.91 dividend. This represents a $3.64 annualized dividend and a yield of 0.8%. The ex-dividend date is Thursday, February 19th. Microsoft’s payout ratio is 25.89%.

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).