Microsoft Corporation $MSFT Shares Purchased by Jackson Thornton Wealth Management LLC

Jackson Thornton Wealth Management LLC increased its stake in shares of Microsoft Corporation (NASDAQ:MSFT) by 47.0% during the third quarter, Holdings Channel reports. The institutional investor owned 9,602 shares of the software giant’s stock after acquiring an additional 3,072 shares during the period. Microsoft comprises about 0.5% of Jackson Thornton Wealth Management LLC’s portfolio, making the stock its 24th biggest position. Jackson Thornton Wealth Management LLC’s holdings in Microsoft were worth $5,040,000 as of its most recent SEC filing.

A number of other hedge funds also recently added to or reduced their stakes in the stock. Global View Capital Management LLC purchased a new position in Microsoft in the third quarter valued at about $263,000. Inscription Capital LLC grew its holdings in shares of Microsoft by 11.3% in the 3rd quarter. Inscription Capital LLC now owns 47,651 shares of the software giant’s stock worth $24,681,000 after acquiring an additional 4,836 shares during the period. Americana Partners LLC increased its stake in Microsoft by 4.1% in the 3rd quarter. Americana Partners LLC now owns 435,570 shares of the software giant’s stock valued at $225,603,000 after purchasing an additional 17,048 shares in the last quarter. Root Financial Partners LLC raised its holdings in Microsoft by 15.6% during the third quarter. Root Financial Partners LLC now owns 28,962 shares of the software giant’s stock worth $15,001,000 after purchasing an additional 3,905 shares during the last quarter. Finally, QTR Family Wealth LLC boosted its position in Microsoft by 15.8% during the third quarter. QTR Family Wealth LLC now owns 16,227 shares of the software giant’s stock worth $8,405,000 after purchasing an additional 2,209 shares in the last quarter. 71.13% of the stock is owned by hedge funds and other institutional investors.

Insider Activity

In other news, EVP Takeshi Numoto sold 2,850 shares of the company’s stock in a transaction dated Thursday, December 4th. The shares were 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 of the company’s stock, valued at $26,703,959.04. This represents a 4.86% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, CEO Judson Althoff sold 12,750 shares of the firm’s stock in a transaction that occurred 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 completion of the sale, the chief executive officer directly owned 129,349 shares in the company, valued at $63,577,620.48. This represents a 8.97% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Corporate insiders own 0.03% of the company’s stock.

Key Headlines Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Anthropic’s $30B Series G (valuing the company at $380B) included investments tied to Microsoft, underscoring continued enterprise demand for AI and reinforcing MSFT’s strategic positioning in the AI ecosystem. Anthropic Valuation Hits $380 Billion as Enterprise AI Demand Explodes
• Positive Sentiment: Microsoft deepened its sovereign‑cloud and AI push via a Capgemini alliance, boosting Microsoft’s government and regulated-industry reach—a revenue and sticky‑customer positive for Azure and commercial cloud. Microsoft Deepens Sovereign Cloud And AI Push With Capgemini Alliance
• Positive Sentiment: MarketBeat argues Azure migrations (legacy SQL and enterprise workloads) are a steady, high‑margin growth engine that cushions AI capex volatility—important context for long‑term revenue stability. Why Microsoft’s Cloud Migrations Matter More Than Its AI Hype
• Positive Sentiment: Microsoft issued security fixes for actively exploited Windows/Office zero‑day vulnerabilities—operationally positive because it reduces enterprise risk and supports trust in its OS/Office franchises. Microsoft says hackers are exploiting critical zero-day bugs to target Windows and Office users
• Neutral Sentiment: Technical analysts note MSFT may be bottoming at channel support after the pullback, suggesting a possible short‑term rebound if volume and patterns confirm. Microsoft Corp. (MSFT) Price Forecast: Bottoming at Channel Support?
• Neutral Sentiment: Institutional activity is mixed—some funds have trimmed MSFT exposure while others added shares—indicating diverging views among large holders rather than a consensus directional shift. Fisher Asset Management Boosts Microsoft Stake
• Neutral Sentiment: Multiple bullish commentaries and analyst upgrades argue the post‑earnings sell‑off creates a buying opportunity, which could support the stock if macro sentiment improves. Buy Microsoft’s Falling Price Despite An Overvalued Macroeconomy
• Negative Sentiment: Street reports highlight investor concern that heavy AI capex and cautious Azure guidance will pressure margins and free cash flow—this remains the primary near‑term driver of the sell‑off. Street Reassesses Microsoft (MSFT) Amid Azure Growth and Capex Concerns
• Negative Sentiment: FT coverage notes shifts in OpenAI relationships and leadership at Anthropic plotting “self‑sufficiency,” highlighting competitive and strategic friction in Microsoft’s AI partnerships—adds uncertainty to the OpenAI‑centric part of MSFT’s narrative. Mustafa Suleyman plots AI ‘self-sufficiency’ as Microsoft loosens OpenAI ties
• Negative Sentiment: High‑profile criticism (e.g., Chamath) that Microsoft has underperformed other hyperscalers since the ChatGPT era adds negative sentiment pressure and can amplify short‑term selling. Microsoft Is ‘Worst-Performing’ Hyperscaler Stock Since ChatGPT Launch, Chamath Palihapitiya Says

Analyst Ratings Changes

A number of brokerages have recently weighed in on MSFT. Piper Sandler restated an “overweight” rating and issued a $600.00 price target (down previously from $650.00) on shares of Microsoft in a research report on Thursday, January 29th. New Street Research boosted their price objective on shares of Microsoft from $670.00 to $675.00 and gave the stock a “buy” rating in a research report on Thursday, January 29th. Wolfe Research dropped their target price on shares of Microsoft from $625.00 to $530.00 and set an “outperform” rating for the company in a report on Thursday, January 29th. Barclays restated a “buy” rating on shares of Microsoft in a research report on Friday, February 6th. Finally, Jefferies Financial Group reaffirmed a “buy” rating on shares of Microsoft in a report on Thursday, January 22nd. Two research analysts have rated the stock with a Strong Buy rating, thirty-nine have assigned a Buy rating and four have given a Hold rating to the company’s stock. According to MarketBeat, Microsoft has a consensus rating of “Moderate Buy” and a consensus target price of $591.95.

Microsoft Stock Performance

Shares of NASDAQ MSFT opened at $401.82 on Friday. The company has a 50-day simple moving average of $462.37 and a 200-day simple moving average of $493.44. The company has a debt-to-equity ratio of 0.09, a current ratio of 1.39 and a quick ratio of 1.38. The company has a market cap of $2.98 trillion, a PE ratio of 25.13, a price-to-earnings-growth ratio of 1.58 and a beta of 1.08. Microsoft Corporation has a 12 month low of $344.79 and a 12 month high of $555.45.

Microsoft (NASDAQ:MSFT) last announced its earnings results on Wednesday, January 28th. The software giant reported $4.14 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.86 by $0.28. The firm had revenue of $81.27 billion for the quarter, compared to analyst estimates of $80.28 billion. Microsoft had a net margin of 39.04% and a return on equity of 32.34%. Microsoft’s revenue was up 16.7% compared to the same quarter last year. During the same quarter last year, the business earned $3.23 earnings per share. On average, equities analysts anticipate that Microsoft Corporation will post 13.08 earnings per share for the current year.

Microsoft Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Thursday, March 12th. Investors of record on Thursday, February 19th will be paid a $0.91 dividend. This represents a $3.64 annualized dividend and a yield of 0.9%. The ex-dividend date is Thursday, February 19th. Microsoft’s dividend payout ratio is presently 22.76%.

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).