McAdam LLC Acquires 3,112 Shares of Microsoft Corporation $MSFT

McAdam LLC raised its holdings in shares of Microsoft Corporation (NASDAQ:MSFT) by 17.5% during the third quarter, HoldingsChannel reports. The fund owned 20,925 shares of the software giant’s stock after purchasing an additional 3,112 shares during the quarter. Microsoft comprises about 0.5% of McAdam LLC’s investment portfolio, making the stock its 27th biggest holding. McAdam LLC’s holdings in Microsoft were worth $10,838,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds also recently made changes to their positions in MSFT. Triasima Portfolio Management inc. raised its stake in shares of Microsoft by 47.8% during the 3rd quarter. Triasima Portfolio Management inc. now owns 27,456 shares of the software giant’s stock valued at $14,221,000 after purchasing an additional 8,881 shares during the period. Sage Mountain Advisors LLC lifted its holdings in shares of Microsoft by 12.9% in the third quarter. Sage Mountain Advisors LLC now owns 70,864 shares of the software giant’s stock worth $36,704,000 after buying an additional 8,107 shares in the last quarter. Dynasty Wealth Management LLC grew its stake in Microsoft by 4,804.3% during the third quarter. Dynasty Wealth Management LLC now owns 43,354 shares of the software giant’s stock valued at $22,455,000 after acquiring an additional 42,470 shares in the last quarter. Jackson Thornton Wealth Management LLC increased its holdings in Microsoft by 47.0% during the 3rd quarter. Jackson Thornton Wealth Management LLC now owns 9,602 shares of the software giant’s stock worth $5,040,000 after acquiring an additional 3,072 shares during the period. Finally, Global View Capital Management LLC bought a new position in Microsoft in the 3rd quarter valued at $263,000. 71.13% of the stock is currently owned by hedge funds and other institutional investors.

More Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Major private-market validation for the AI ecosystem could benefit Microsoft as a cloud and AI infrastructure provider — Anthropic’s new $380B valuation (which includes investments tied to Microsoft) signals strong enterprise demand for AI models and likely more backend cloud consumption. Anthropic Valuation Hits $380 Billion as Enterprise AI Demand Explodes
• Positive Sentiment: Citi reaffirmed a Buy on MSFT with a $635 price target — a bullish institutional view that supports the long‑term AI/cloud thesis despite recent sentiment-driven weakness. Microsoft: Buy Rating Reaffirmed on Undervalued AI and Cloud Growth Drivers Despite Sentiment-Driven Sell-Off
• Positive Sentiment: Microsoft is leading industry efforts on “digital trust” with other large tech firms (Trusted Tech Alliance), a reputational win that may ease enterprise sales cycles for security‑sensitive customers. Microsoft, Ericsson lead global tech alliance for digital trust
• Positive Sentiment: R&D/infra innovation: reports that Microsoft is exploring superconducting power lines for AI data centers point to potential long‑term efficiency gains and differentiation for its hyperscale buildout. Microsoft Explores Superconducting Power to Boost AI Data Centers
• Neutral Sentiment: Microsoft AI chief’s bold timeline for rapid white‑collar automation (12–18 months) fuels debate — it underscores market opportunity but also raises labor/regulatory concerns that could shape adoption rates. Microsoft AI chief gives it 18 months — for all white-collar work to be automated by AI
• Neutral Sentiment: Market technicians and contrarian pieces argue MSFT looks oversold/potentially bottoming after the post‑earnings drop — these narratives can attract buyers, but timing is uncertain. Microsoft Corp. (MSFT) Price Forecast: Bottoming at Channel Support?
• Negative Sentiment: Regulatory risk increased today: the U.S. Federal Trade Commission has issued investigative demands and questioned Microsoft’s rivals about its AI/cloud licensing and business practices — this escalation is a clear near‑term negative catalyst. US FTC ramps up scrutiny of Microsoft over AI, cloud practices, questions rivals, Bloomberg reports
• Negative Sentiment: Investor rotation and positioning: several funds disclosed cuts to MSFT stakes this week, and commentary highlights investor concern over heavy CapEx for AI infrastructure and concentration risk tied to OpenAI—factors that have pressured the stock. PRIMECAP Management Co cuts Microsoft stake by 1.1M
• Negative Sentiment: Critics argue Microsoft has underperformed some AI peers and that capex intensity may strain free cash flow, reinforcing sentiment‑driven selling pressure. Microsoft Is Spending, Investors Are Losing

Insiders Place Their Bets

In other news, CEO Judson Althoff sold 12,750 shares of the stock in a transaction dated 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 sale, the chief executive officer directly owned 129,349 shares in the company, valued at approximately $63,577,620.48. This represents a 8.97% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, EVP Takeshi Numoto sold 2,850 shares of the business’s stock in a transaction dated Thursday, December 4th. The shares were sold at an average price of $478.72, for a total value of $1,364,352.00. Following the transaction, the executive vice president owned 55,782 shares in the company, valued at approximately $26,703,959.04. This represents a 4.86% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 0.03% of the company’s stock.

Wall Street Analysts Forecast Growth

MSFT has been the topic of several research analyst reports. Wall Street Zen cut shares of Microsoft from a “buy” rating to a “hold” rating in a report on Sunday, January 18th. HSBC lowered their price target on Microsoft from $667.00 to $588.00 and set a “buy” rating on the stock in a report on Thursday, January 29th. The Goldman Sachs Group restated a “buy” rating on shares of Microsoft in a research report on Thursday. Barclays reiterated a “buy” rating on shares of Microsoft in a research report on Friday, February 6th. Finally, Citigroup lowered their price objective on shares of Microsoft from $660.00 to $635.00 and set a “buy” rating on the stock in a research report 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 assigned a Hold rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $591.95.

Microsoft Price Performance

MSFT stock opened at $401.32 on Friday. The company has a debt-to-equity ratio of 0.09, a quick ratio of 1.38 and a current ratio of 1.39. The firm has a market cap of $2.98 trillion, a P/E ratio of 25.10, a P/E/G ratio of 1.57 and a beta of 1.08. The firm’s fifty day moving average is $460.74 and its 200 day moving average is $492.67. Microsoft Corporation has a 52 week low of $344.79 and a 52 week high of $555.45.

Microsoft (NASDAQ:MSFT) last announced its quarterly earnings data on Wednesday, January 28th. The software giant reported $4.14 earnings per share (EPS) for the quarter, beating 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 for the quarter, compared to analysts’ expectations of $80.28 billion. During the same period last year, the firm earned $3.23 earnings per share. The company’s revenue for the quarter was up 16.7% compared to the same quarter last year. Research analysts predict that Microsoft Corporation will post 13.08 earnings per share for the current year.

Microsoft Announces Dividend

The company 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 dividend yield of 0.9%. The ex-dividend date of this dividend is Thursday, February 19th. Microsoft’s payout ratio is presently 22.76%.

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).