Microsoft Corporation $MSFT Stake Lowered by Somerville Kurt F

Somerville Kurt F lessened its holdings in shares of Microsoft Corporation (NASDAQ:MSFT) by 3.4% during the 3rd quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 61,494 shares of the software giant’s stock after selling 2,187 shares during the period. Microsoft accounts for approximately 5.3% of Somerville Kurt F’s investment portfolio, making the stock its 4th biggest holding. Somerville Kurt F’s holdings in Microsoft were worth $31,851,000 as of its most recent SEC filing.

Several other institutional investors have also recently added to or reduced their stakes in MSFT. Longfellow Investment Management Co. LLC lifted its position in shares of Microsoft by 51.3% during the 2nd 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 last quarter. Bayforest Capital Ltd purchased a new position in shares of Microsoft in the 3rd quarter valued at $38,000. LSV Asset Management purchased a new position in shares of Microsoft in the 4th quarter valued at $44,000. Sellwood Investment Partners LLC acquired a new stake in Microsoft during the 3rd quarter worth $49,000. Finally, University of Illinois Foundation acquired a new stake in Microsoft during the 2nd quarter worth $50,000. Hedge funds and other institutional investors own 71.13% of the company’s stock.

Insider Buying and Selling at Microsoft

In related news, Director John W. Stanton purchased 5,000 shares of the business’s stock in a transaction dated Wednesday, February 18th. The stock was acquired at an average price of $397.35 per share, for a total transaction of $1,986,750.00. Following the acquisition, 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 transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. 0.03% of the stock is currently owned by company insiders.

Microsoft Stock Down 0.4%

Microsoft 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 1-year low of $344.79 and a 1-year high of $555.45. The company has a market cap of $3.04 trillion, a PE ratio of 25.58, a price-to-earnings-growth ratio of 1.60 and a beta of 1.10. The stock’s 50 day moving average price is $435.41 and its 200 day moving average price is $479.57.

Microsoft (NASDAQ:MSFT) last released its quarterly earnings data on Wednesday, January 28th. The software giant reported $4.14 earnings per share (EPS) for the quarter, topping the consensus estimate 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 analysts’ expectations of $80.28 billion. During the same quarter in the prior year, the business posted $3.23 earnings per share. Microsoft’s revenue was up 16.7% compared to the same quarter last year. On average, sell-side analysts predict that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

Analysts Set New Price Targets

Several research firms have issued reports on MSFT. Piper Sandler restated an “overweight” rating and issued a $600.00 price objective (down from $650.00) on shares of Microsoft in a research note on Thursday, January 29th. UBS Group reiterated an “outperform” rating on shares of Microsoft in a research report on Thursday, January 29th. DA Davidson reissued a “buy” rating and issued a $650.00 target price on shares of Microsoft in a report on Thursday, January 29th. Melius Research set a $430.00 target price on Microsoft in a research report on Monday, February 9th. Finally, Robert W. Baird set a $540.00 price target on Microsoft and gave the stock an “outperform” rating in a research note on Thursday, January 29th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-nine have assigned a Buy rating and four have issued a Hold rating to the stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $591.95.

Key Headlines Impacting Microsoft

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?

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).