GenTrust LLC Increases Stock Holdings in Microsoft Corporation $MSFT

GenTrust LLC increased its stake in Microsoft Corporation (NASDAQ:MSFT) by 22.7% in the 3rd quarter, Holdings Channel.com reports. The fund owned 19,216 shares of the software giant’s stock after acquiring an additional 3,558 shares during the quarter. GenTrust LLC’s holdings in Microsoft were worth $9,953,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in MSFT. Longfellow Investment Management Co. LLC increased its stake in 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 in the last quarter. Bayforest Capital Ltd purchased a new position in shares of Microsoft in the third quarter valued at approximately $38,000. Sellwood Investment Partners LLC acquired a new stake in shares of Microsoft in the third quarter worth approximately $49,000. University of Illinois Foundation acquired a new position in Microsoft in the 2nd quarter valued at $50,000. Finally, LSV Asset Management purchased a new position in Microsoft in the 4th quarter valued at $44,000. 71.13% of the stock is owned by hedge funds and other institutional investors.

Microsoft Stock Performance

NASDAQ MSFT opened at $408.96 on Friday. The stock has a market cap of $3.04 trillion, a PE ratio of 25.58, a P/E/G ratio of 1.61 and a beta of 1.10. Microsoft Corporation has a twelve month low of $344.79 and a twelve month high of $555.45. The stock has a fifty day simple moving average of $435.41 and a 200-day simple moving average of $479.78. The company has a current ratio of 1.39, a quick ratio of 1.38 and a debt-to-equity ratio of 0.09.

Microsoft (NASDAQ:MSFT) last announced its earnings results on Wednesday, January 28th. The software giant reported $4.14 earnings per share for the quarter, topping the consensus estimate of $3.86 by $0.28. The company had revenue of $81.27 billion during 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 firm posted $3.23 earnings per share. Equities analysts anticipate that Microsoft Corporation will post 13.08 earnings per share for the current year.

Analyst Ratings Changes

MSFT has been the subject of a number of recent research reports. Scotiabank reduced their target price on shares of Microsoft from $650.00 to $600.00 and set a “sector outperform” rating for the company in a research report on Thursday, January 29th. Piper Sandler restated an “overweight” rating and set a $600.00 target price (down from $650.00) on shares of Microsoft in a report on Thursday, January 29th. TD Cowen reaffirmed a “buy” rating on shares of Microsoft in a report on Thursday, January 29th. Guggenheim reissued a “buy” rating and set a $586.00 price objective on shares of Microsoft in a research note on Thursday, January 22nd. Finally, Evercore reduced their price target on Microsoft from $640.00 to $580.00 and set an “outperform” rating on the stock in a report on Thursday, January 29th. Two analysts have rated the stock with a Strong Buy rating, thirty-nine have given a Buy rating and four have issued a Hold rating to the stock. According to data from MarketBeat.com, Microsoft has a consensus rating of “Moderate Buy” and an average target price of $591.95.

Insiders Place Their Bets

In other news, Director John W. Stanton bought 5,000 shares of the business’s stock in a transaction on Wednesday, February 18th. The shares were bought at an average price of $397.35 per share, with a total value of $1,986,750.00. Following the completion of the transaction, the director directly owned 83,905 shares in the company, valued at $33,339,651.75. This trade represents a 6.34% increase in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Company insiders own 0.03% of the company’s stock.

Key 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?

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).