Greenspring Advisors LLC Makes New $3.64 Million Investment in Microsoft Corporation $MSFT

Greenspring Advisors LLC bought a new stake in shares of Microsoft Corporation (NASDAQ:MSFT) in the third quarter, HoldingsChannel reports. The institutional investor bought 7,031 shares of the software giant’s stock, valued at approximately $3,642,000. Microsoft accounts for approximately 0.6% of Greenspring Advisors LLC’s portfolio, making the stock its 12th largest position.

A number of other hedge funds and other institutional investors have also made changes to their positions in MSFT. Norges Bank purchased a new stake in shares of Microsoft in the 2nd quarter worth approximately $50,493,678,000. Kingstone Capital Partners Texas LLC raised its stake in Microsoft by 564,387.1% in the second quarter. Kingstone Capital Partners Texas LLC now owns 90,549,369 shares of the software giant’s stock worth $45,040,162,000 after buying an additional 90,533,328 shares in the last quarter. Nuveen LLC bought a new position in Microsoft in the first quarter worth approximately $18,733,827,000. Laurel Wealth Advisors LLC lifted its holdings in Microsoft by 49,640.3% during the second quarter. Laurel Wealth Advisors LLC now owns 29,967,038 shares of the software giant’s stock worth $14,905,904,000 after buying an additional 29,906,791 shares during the period. Finally, Vanguard Group Inc. boosted its position in Microsoft by 2.0% during the 2nd quarter. Vanguard Group Inc. now owns 705,077,786 shares of the software giant’s stock valued at $350,712,742,000 after acquiring an additional 13,691,572 shares in the last quarter. Institutional investors own 71.13% of the company’s stock.

Wall Street Analyst Weigh In

Several research analysts have recently commented on the company. TD Cowen reduced their price target on Microsoft from $655.00 to $625.00 and set a “buy” rating for the company in a research report on Tuesday. Melius Research boosted their target price on shares of Microsoft from $595.00 to $625.00 in a report on Thursday, September 25th. Stifel Nicolaus set a $640.00 price target on shares of Microsoft in a report on Thursday, October 30th. KeyCorp reiterated an “overweight” rating on shares of Microsoft in a research note on Thursday, October 30th. Finally, Redburn Partners set a $450.00 target price on shares of Microsoft in a research report on Wednesday. Three equities research analysts have rated the stock with a Strong Buy rating, thirty-five have assigned a Buy rating and three have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Buy” and a consensus price target of $624.05.

Insider Buying and Selling

In other Microsoft news, EVP Takeshi Numoto sold 2,850 shares of Microsoft stock in a transaction dated 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 completion of the transaction, the executive vice president owned 55,782 shares in the company, valued at approximately $26,703,959.04. This trade represents a 4.86% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, CEO Judson Althoff sold 12,750 shares of the company’s stock in a transaction dated 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 completion of the sale, 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 position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 54,100 shares of company stock valued at $27,598,872 over the last 90 days. Insiders own 0.03% of the company’s stock.

More Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Major industry and healthcare partnerships bolster MSFT’s commercial AI narrative — Bristol Myers Squibb will use Microsoft’s AI radiology tools to speed lung cancer detection, a commercial validation for Azure/AI revenue mix. Bristol Myers partners with Microsoft for AI-driven lung cancer detection
• Positive Sentiment: Enterprise product integration: Board announced Board Agents built on Microsoft Foundry, signaling more platform-level demand for Azure agentic AI services. Board Collaborates with Microsoft to Bring Agentic AI Into the Core of Enterprise Planning
• Positive Sentiment: Marketplace and ISV ecosystem wins continue to expand commercial reach (Cobalt Teams integration, RKON Marketplace activity), supporting recurring revenue and GTM leverage. Cobalt Microsoft® Teams® Integration Now Available in the Microsoft Marketplace®
• Positive Sentiment: Top analysts still see long-term upside — Goldman Sachs reiterated Buy and keeps a high price target, reflecting belief that AI + cloud growth offsets higher power/capex. Microsoft: Maintaining a Buy Rating as AI and Cloud Growth Offset Structurally Higher Power Costs
• Neutral Sentiment: TD Cowen trimmed its price target (from $655 to $625) but kept a Buy rating, noting Azure capacity constraints that may keep the stock range-bound before earnings. TD Cowen Sees Microsoft (MSFT) Shares Range-Bound Ahead of Earnings
• Neutral Sentiment: Investors are focused on MSFT’s upcoming earnings report on Jan. 28 — expectations are elevated, so results and commentary on Azure capacity/costs will likely drive near-term volatility. Dear Microsoft Stock Fans, Mark Your Calendars for January 28
• Negative Sentiment: Analyst downgrades/price-target cuts are weighing on sentiment — Rothschild & Co Redburn cut its PT to $450 and moved to Neutral, tightening near-term upside assumptions. Rothschild & Co Redburn adjusts price target on Microsoft to 450 from 500, maintains neutral rating
• Negative Sentiment: CEO Satya Nadella’s public warnings that AI could “lose social permission” if it burns energy without real-world benefits have raised regulatory/PR risk and highlighted rising energy/capex pressures for hyperscalers. Microsoft CEO Satya Nadella Warns AI Could Lose ‘Social Permission’ If It Burns Energy Without Real-World Benefits In Health And Education
• Negative Sentiment: Reports that Azure growth and forward guidance previously fell short of expectations — plus capacity constraints — are pressuring near-term growth multiple assumptions. Microsoft (MSFT) Traded Lower as Its Reported Azure Cloud Growth and Forward Guidance Fell Short of Expectations

Microsoft Stock Performance

Shares of MSFT stock opened at $444.11 on Thursday. The business has a fifty day moving average of $480.62 and a 200 day moving average of $501.75. Microsoft Corporation has a 1 year low of $344.79 and a 1 year high of $555.45. The company has a debt-to-equity ratio of 0.10, a current ratio of 1.40 and a quick ratio of 1.39. The firm has a market capitalization of $3.30 trillion, a price-to-earnings ratio of 31.59, a price-to-earnings-growth ratio of 1.70 and a beta of 1.07.

Microsoft (NASDAQ:MSFT) last announced its quarterly earnings data 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. Microsoft had a return on equity of 32.45% and a net margin of 35.71%.The business had revenue of $77.67 billion for the quarter, compared to analyst estimates of $75.49 billion. During the same period in the prior year, the company earned $3.30 earnings per share. The company’s revenue was up 18.4% on a year-over-year basis. As a group, research analysts expect that Microsoft Corporation will post 13.08 earnings per share for the current year.

Microsoft Announces Dividend

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