Microsoft Corporation $MSFT is Kovack Advisors Inc.’s 5th Largest Position

Kovack Advisors Inc. cut its holdings in Microsoft Corporation (NASDAQ:MSFT) by 9.8% during the 3rd quarter, HoldingsChannel.com reports. The fund owned 51,584 shares of the software giant’s stock after selling 5,594 shares during the period. Microsoft makes up 2.5% of Kovack Advisors Inc.’s investment portfolio, making the stock its 5th largest position. Kovack Advisors Inc.’s holdings in Microsoft were worth $26,718,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also modified their holdings of the company. WFA Asset Management Corp increased its holdings in Microsoft by 27.0% in the 1st 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% during 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 during the period. Discipline Wealth Solutions LLC lifted its stake in Microsoft by 410.4% during the 3rd quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant’s stock valued at $1,144,000 after acquiring an additional 2,138 shares during the period. Wealth Group Ltd. boosted its holdings in shares of Microsoft by 1.2% during the 4th quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant’s stock valued at $1,000,000 after acquiring an additional 28 shares during the last quarter. Finally, Eagle Capital Management LLC boosted its holdings in shares of Microsoft by 0.4% during the 4th quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant’s stock valued at $9,735,000 after acquiring an additional 96 shares during the last quarter. Institutional investors own 71.13% of the company’s stock.

Microsoft Stock Down 0.4%

Shares of MSFT stock opened at $408.96 on Friday. The company has a debt-to-equity ratio of 0.09, a current ratio of 1.39 and a quick ratio of 1.38. Microsoft Corporation has a one year low of $344.79 and a one year high of $555.45. The company’s fifty day moving average price is $435.41 and its 200-day moving average price is $479.57. The company has a market capitalization of $3.04 trillion, a price-to-earnings ratio of 25.58, a PEG ratio of 1.60 and a beta of 1.10.

Microsoft (NASDAQ:MSFT) last released its quarterly earnings data on Wednesday, January 28th. The software giant reported $4.14 earnings per share for the quarter, topping analysts’ consensus estimates of $3.86 by $0.28. Microsoft had a return on equity of 32.34% and a net margin of 39.04%.The firm had revenue of $81.27 billion during the quarter, compared to analyst estimates of $80.28 billion. During the same quarter in the prior year, the company posted $3.23 earnings per share. The business’s quarterly revenue was up 16.7% compared to the same quarter last year. Sell-side analysts expect that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

More Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Jefferies reiterates a bullish view on Microsoft, naming MSFT its leading AI investment and assigning a $675 price target — a vote of confidence that supports upside for the stock. Jefferies Names Microsoft (MSFT) Stock Its Leading AI Investment With $675 Price Target
• Positive Sentiment: Microsoft signed an AI collaboration with Codelco (Chile’s state miner) to evaluate AI, automation and analytics for mining — another enterprise win that strengthens Azure/Microsoft AI cash flows over time. Codelco, Microsoft sign AI deal for mining operations
• Positive Sentiment: OpenAI’s large funding round and continued strategic ties give Microsoft breathing room around its AI investments and partnerships, reducing near-term partnership tail-risk. OpenAI Funding Gives Microsoft (MSFT) Stock Breathing Space
• Neutral Sentiment: Microsoft says it will continue integrating Anthropic’s Claude into products despite the Pentagon labeling Anthropic a “supply chain risk” — continuity for product roadmaps but with some government-contract uncertainty. Microsoft (MSFT) Maintains Anthropic Claude Integration Despite Pentagon Supply Chain Ban
• Neutral Sentiment: Google and Microsoft both said Anthropic remains available for non-defense projects, which limits immediate disruption but keeps regulatory headlines in play. Google joins Microsoft in telling users Anthropic is still available outside defense projects
• Neutral Sentiment: Options strategists and some investors view the pullback as a buying opportunity (protective collar strategies highlighted), indicating increased interest from longer-term/hedged buyers even amid volatility. Trade the Deep Value and Dubious Option Pricing in Microsoft Stock with This 1 Great Options Strategy
• Negative Sentiment: Analysts and commentators flag downside risk before MSFT can justify very high targets — concerns center on heavy AI-related capex, moderating Azure growth and margin pressure despite long-term upside. That debate is creating selling pressure and volatility. Buy the Dip or Wait? Analyst Flags Downside Risk Before $680 Breakout In Microsoft (MSFT) Stock
• Negative Sentiment: Regulatory risk: Japan’s antitrust probe into Microsoft’s cloud/software practices adds regional legal uncertainty that could weigh on valuation multiple or deal activity in Asia. Microsoft Faces Japan Antitrust Probe As Gaming Shifts And AI Deals Grow
• Negative Sentiment: Broader market pressures — rising yields, higher energy prices and sector rotation — are pulling down high-multiple software names; Microsoft’s heavy AI spend makes it more sensitive to sentiment swings despite strong fundamentals. How Microsoft Stock Falls To $325?

Insiders Place Their Bets

In other Microsoft news, Director John W. Stanton purchased 5,000 shares of the company’s stock in a transaction on Wednesday, February 18th. The stock was acquired at an average cost of $397.35 per share, for a total transaction of $1,986,750.00. Following the purchase, the director directly owned 83,905 shares of the company’s stock, valued at $33,339,651.75. This trade represents a 6.34% increase in their position. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. 0.03% of the stock is owned by insiders.

Analyst Upgrades and Downgrades

MSFT has been the subject of several research reports. DZ Bank reissued a “buy” rating on shares of Microsoft in a report on Thursday, January 29th. UBS Group restated an “outperform” rating on shares of Microsoft in a report on Thursday, January 29th. Wall Street Zen downgraded shares of Microsoft from a “buy” rating to a “hold” rating in a research report on Sunday, January 18th. JPMorgan Chase & Co. decreased their target price on shares of Microsoft from $575.00 to $550.00 and set an “overweight” rating for the company in a research note on Thursday, January 29th. Finally, TD Cowen restated a “buy” rating on shares of Microsoft in a research note on Thursday, January 29th. Two analysts have rated the stock with a Strong Buy rating, thirty-nine have issued a Buy rating and four have assigned a Hold rating to the stock. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $591.95.

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).