Interchange Capital Partners LLC Increases Stock Holdings in Microsoft Corporation $MSFT

Interchange Capital Partners LLC grew its holdings in shares of Microsoft Corporation (NASDAQ:MSFT) by 22.9% in the third quarter, according to its most recent filing with the SEC. The firm owned 32,454 shares of the software giant’s stock after acquiring an additional 6,055 shares during the quarter. Microsoft comprises approximately 3.3% of Interchange Capital Partners LLC’s holdings, making the stock its 5th largest position. Interchange Capital Partners LLC’s holdings in Microsoft were worth $16,809,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently modified their holdings of the business. IRON Financial LLC boosted its stake in Microsoft by 23.2% during the 3rd quarter. IRON Financial LLC now owns 6,510 shares of the software giant’s stock valued at $3,372,000 after purchasing an additional 1,225 shares in the last quarter. Wellington Capital Management Inc. bought a new stake in shares of Microsoft in the 2nd quarter worth $9,941,000. Sound View Wealth Advisors Group LLC lifted its holdings in shares of Microsoft by 2.6% in the second quarter. Sound View Wealth Advisors Group LLC now owns 94,120 shares of the software giant’s stock valued at $46,816,000 after buying an additional 2,373 shares during the period. Trifecta Capital Advisors LLC boosted its stake in Microsoft by 2.3% during the third quarter. Trifecta Capital Advisors LLC now owns 70,175 shares of the software giant’s stock valued at $36,347,000 after buying an additional 1,572 shares in the last quarter. Finally, Weaver Capital Management LLC boosted its stake in Microsoft by 14.0% during the third quarter. Weaver Capital Management LLC now owns 18,340 shares of the software giant’s stock valued at $9,499,000 after buying an additional 2,247 shares in the last quarter. Institutional investors own 71.13% of the company’s stock.

Microsoft Price Performance

NASDAQ MSFT opened at $405.76 on Wednesday. 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 Corporation has a 1 year low of $344.79 and a 1 year high of $555.45. The company has a market cap of $3.01 trillion, a PE ratio of 25.38, a PEG ratio of 1.60 and a beta of 1.10. The stock’s 50-day moving average price is $432.22 and its two-hundred day moving average price is $478.00.

Microsoft (NASDAQ:MSFT) last announced its earnings results on Wednesday, January 28th. The software giant reported $4.14 EPS 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 analysts’ expectations of $80.28 billion. Microsoft had a net margin of 39.04% and a return on equity of 32.34%. The business’s revenue for the quarter was up 16.7% on a year-over-year basis. During the same period last year, the company posted $3.23 earnings per share. On average, analysts predict that Microsoft Corporation will post 13.08 EPS for the current year.

Microsoft Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, June 11th. Shareholders of record on Thursday, May 21st will be given a dividend of $0.91 per share. This represents a $3.64 annualized dividend and a yield of 0.9%. The ex-dividend date is Thursday, May 21st. Microsoft’s payout ratio is presently 22.76%.

Insider Buying and Selling at Microsoft

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 cost of $397.35 per share, with a total value of $1,986,750.00. Following the purchase, 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 document filed with the SEC, which can be accessed through the SEC website. Also, EVP Kathleen T. Hogan sold 12,321 shares of the firm’s stock in a transaction on Friday, March 6th. The stock was sold at an average price of $409.52, for a total value of $5,045,695.92. Following the completion of the sale, the executive vice president directly owned 137,933 shares of the company’s stock, valued at approximately $56,486,322.16. This trade represents a 8.20% decrease in their position. The disclosure for this sale is available in the SEC filing. 0.03% of the stock is owned by insiders.

Microsoft News Summary

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Copilot Cowork (Anthropic’s Claude) rollout strengthens Microsoft’s enterprise AI roadmap and should drive Azure cloud consumption and seat-based revenue growth. Microsoft taps Anthropic for Copilot Cowork in push for AI agents
• Positive Sentiment: New E7 $99/user Microsoft 365 bundle (Copilot + enterprise agents) could accelerate Copilot adoption, raise ARPU and create stickier recurring revenue. Microsoft adds higher-priced Office tier with Copilot
• Positive Sentiment: Azure AI momentum and the company’s dual-model strategy (supporting both Anthropic and OpenAI models) sustain long-term cloud growth and give Microsoft optionality regardless of which models customers prefer. Microsoft Positioned to Win AI Race With Dual-Model Strategy
• Positive Sentiment: Board declared a quarterly dividend of $0.91 — provides income support and signals capital-return discipline. Microsoft announces quarterly dividend
• Neutral Sentiment: Microsoft filed an amicus brief supporting Anthropic’s request to pause the Pentagon’s supply-chain designation — this preserves customer access to Claude (and Azure consumption) but keeps MSFT exposed to an evolving regulatory/geopolitical story. Microsoft files amicus brief in support of Anthropic’s lawsuit with US DOD
• Neutral Sentiment: Mixed analyst commentary: some see the YTD pullback as a buying opportunity while others point to slower near-term Copilot enterprise rollouts — expect headline-driven intraday swings. Should You Buy Microsoft At $400?
• Negative Sentiment: Anthropic’s Pentagon dispute (supply‑chain designation and ensuing lawsuit) raises regulatory and policy risk that can spill into Microsoft given the partnership and federal contracting exposure. Anthropic sues to block Pentagon blacklisting
• Negative Sentiment: Sentiment pressure: an EVP disclosed a multi‑million dollar sale (12,321 shares) and short interest rose in February — both can amplify downside in a thin-volume, news-driven session. SEC Form 4 — Kathleen T. Hogan sale

Analyst Ratings Changes

Several equities research analysts have commented on MSFT shares. DZ Bank reiterated a “buy” rating on shares of Microsoft in a research report on Thursday, January 29th. HSBC reduced their price objective on shares of Microsoft from $667.00 to $588.00 and set a “buy” rating for the company in a research report on Thursday, January 29th. TD Cowen reiterated a “buy” rating on shares of Microsoft in a report on Thursday, January 29th. KeyCorp cut their target price on shares of Microsoft from $630.00 to $600.00 and set an “overweight” rating for the company in a research note on Thursday, January 29th. Finally, Weiss Ratings restated a “buy (b)” rating on shares of Microsoft in a report on Thursday, January 22nd. Two investment analysts have rated the stock with a Strong Buy rating, forty have issued a Buy rating and four have given a Hold rating to the company’s stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target 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).