Microsoft Corporation $MSFT Stock Holdings Increased by Kapitalo Investimentos Ltda

Kapitalo Investimentos Ltda grew its position in shares of Microsoft Corporation (NASDAQ:MSFT) by 1,579.7% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 63,125 shares of the software giant’s stock after purchasing an additional 59,367 shares during the period. Microsoft accounts for about 6.1% of Kapitalo Investimentos Ltda’s investment portfolio, making the stock its 4th largest position. Kapitalo Investimentos Ltda’s holdings in Microsoft were worth $32,696,000 at the end of the most recent reporting period.

Other institutional investors have also modified their holdings of the company. Tidemark LLC boosted its position in Microsoft by 7.5% during the third quarter. Tidemark LLC now owns 2,993 shares of the software giant’s stock worth $1,550,000 after acquiring an additional 208 shares during the last quarter. AE Wealth Management LLC lifted its stake in shares of Microsoft by 7.1% during the 3rd quarter. AE Wealth Management LLC now owns 879,949 shares of the software giant’s stock worth $455,769,000 after purchasing an additional 57,967 shares during the period. LRI Investments LLC boosted its holdings in shares of Microsoft by 0.4% during the third quarter. LRI Investments LLC now owns 55,416 shares of the software giant’s stock worth $28,703,000 after purchasing an additional 228 shares during the last quarter. Corrado Advisors LLC grew its position in shares of Microsoft by 2.9% in the third quarter. Corrado Advisors LLC now owns 2,127 shares of the software giant’s stock valued at $1,102,000 after purchasing an additional 59 shares during the period. Finally, Private Wealth Asset Management LLC increased its stake in Microsoft by 0.4% in the third quarter. Private Wealth Asset Management LLC now owns 45,515 shares of the software giant’s stock valued at $23,575,000 after purchasing an additional 189 shares during the last quarter. Institutional investors and hedge funds own 71.13% of the company’s stock.

Insider Transactions at Microsoft

In other Microsoft news, CEO Judson Althoff sold 12,750 shares of the firm’s stock in a transaction that occurred on Tuesday, December 2nd. The shares were sold at an average price of $491.52, for a total value of $6,266,880.00. Following the sale, the chief executive officer owned 129,349 shares in the company, valued at approximately $63,577,620.48. This trade represents a 8.97% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Takeshi Numoto sold 2,850 shares of the firm’s stock in a transaction that occurred on 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 completion of the sale, 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 ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 0.03% of the company’s stock.

Microsoft Trading Up 1.2%

Shares of MSFT opened at $389.00 on Wednesday. Microsoft Corporation has a one year low of $344.79 and a one year high of $555.45. The stock has a 50-day moving average price of $448.58 and a 200 day moving average price of $485.89. 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 company has a market capitalization of $2.89 trillion, a P/E ratio of 24.33, a P/E/G ratio of 1.50 and a beta of 1.08.

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

Microsoft Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Thursday, March 12th. Stockholders of record on Thursday, February 19th will be issued a dividend of $0.91 per share. The ex-dividend date of this dividend is Thursday, February 19th. This represents a $3.64 annualized dividend and a dividend yield of 0.9%. Microsoft’s dividend payout ratio is 22.76%.

Microsoft News Summary

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: BNP Paribas / Microsoft discussion suggests OpenAI’s updated spending plan still benefits cloud providers — Microsoft weighed in on OpenAI and Anthropic during a BNP sit-down, with analysts framing OpenAI’s revised spending as a net positive for Microsoft’s Azure and AI services. Microsoft weighs in on OpenAI, Anthropic, and AI spending during BNP sit-down
• Positive Sentiment: Options-market bullish signal may attract short-term buying — an ultra-rare bullish technical/options setup was flagged by traders, drawing attention to potential tactical inflows into MSFT options/stock. Microsoft Stock Just Flashed an Ultra-Rare Bullish Signal for Options Traders
• Positive Sentiment: Partnership with SpaceX’s Starlink expands connectivity and enterprise reach — new Starlink collaboration supports Microsoft’s global access and Orbital AI initiatives, a strategic move to extend Azure/AI services into underserved regions. Microsoft and SpaceX’s Starlink partner on global community internet effort
• Positive Sentiment: Anthropic partnerships ease fears that AI will displace software — Anthropic’s enterprise integrations (including plugins that work with Excel) have calmed some investor anxiety about AI eating traditional software revenue, indirectly supporting Microsoft’s ecosystem value. Anthropic eases software’s AI fears with enterprise partnerships
• Neutral Sentiment: Xbox leadership change ties gaming to AI strategy — Phil Spencer’s retirement and Asha Sharma’s promotion from CoreAI signal Microsoft will lean gaming further into AI, which may be strategic long‑term but is execution dependent. Microsoft Ties Xbox Leadership To AI Cloud And Security Ambitions
• Neutral Sentiment: Analyst/industry notes: Evercore highlights Microsoft’s free cash flow resilience amid hyperscaler capex — a soothing data point versus peers even as capex rises. Microsoft stands out as lone Mag 7 hyperscaler to increase FCF during AI capex splurge: Evercore
• Negative Sentiment: High AI capex and valuation concerns keep pressure on shares — analysts and stories (including a deep-dive on Microsoft’s multibillion capex plans) continue to raise questions about timing and returns on massive data-center spending. Microsoft’s $83.09 Billion Decision Could Shape What Happens Next
• Negative Sentiment: Technicals signal risk — coverage highlights MSFT’s selloff approaching a long‑term support crossroads (200‑week), which could intensify volatility if broken. Microsoft’s selloff is approaching a critical crossroads unseen in over 10 years
• Negative Sentiment: Public criticism from investors (Michael Burry) claims aggressive accounting to understate AI costs — such headlines can ratchet short-term selling and heighten regulatory/market scrutiny. Michael Burry Warns MSFT, GOOG, META Are Using ‘Sinister’ Accounting To Hide AI Costs, Inflate Profits By 20%

Analyst Upgrades and Downgrades

MSFT has been the topic of a number of research analyst reports. Wedbush decreased their price target on Microsoft from $625.00 to $575.00 and set an “outperform” rating on the stock in a research note on Thursday, January 29th. Sanford C. Bernstein reissued an “outperform” rating and issued a $641.00 target price (down from $645.00) on shares of Microsoft in a research report on Thursday, January 29th. TD Cowen reaffirmed a “buy” rating on shares of Microsoft in a research report on Thursday, January 29th. Citigroup cut their price target on shares of Microsoft from $660.00 to $635.00 and set a “buy” rating on the stock in a research note on Thursday, January 29th. Finally, Wolfe Research lowered their price objective on shares of Microsoft from $625.00 to $530.00 and set an “outperform” rating for the company in a research note on Thursday, January 29th. Two 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’s stock. According to MarketBeat.com, Microsoft currently has a consensus rating of “Moderate Buy” and an average target price of $591.95.

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).