Meadowbrook Wealth Management LLC Invests $3.18 Million in Microsoft Corporation $MSFT

Meadowbrook Wealth Management LLC purchased a new stake in Microsoft Corporation (NASDAQ:MSFT) during the third quarter, Holdings Channel.com reports. The institutional investor purchased 6,136 shares of the software giant’s stock, valued at approximately $3,178,000. Microsoft makes up approximately 3.3% of Meadowbrook Wealth Management LLC’s holdings, making the stock its 7th biggest holding.

Other large investors also recently bought and sold shares of the company. Lifestyle Asset Management Inc. raised its holdings in shares of Microsoft by 66.4% during the third quarter. Lifestyle Asset Management Inc. now owns 3,441 shares of the software giant’s stock valued at $1,782,000 after acquiring an additional 1,373 shares during the last quarter. Centurion Wealth Management LLC increased its position in shares of Microsoft by 14.0% during the third quarter. Centurion Wealth Management LLC now owns 16,264 shares of the software giant’s stock worth $8,424,000 after purchasing an additional 1,995 shares in the last quarter. Ridgepath Capital Management LLC raised its stake in Microsoft by 1.6% in the 3rd quarter. Ridgepath Capital Management LLC now owns 3,023 shares of the software giant’s stock valued at $1,566,000 after purchasing an additional 47 shares during the last quarter. Capstone Wealth Management LLC lifted its holdings in Microsoft by 1.2% in the 3rd quarter. Capstone Wealth Management LLC now owns 2,412 shares of the software giant’s stock valued at $1,249,000 after purchasing an additional 28 shares in the last quarter. Finally, IVC Wealth Advisors LLC boosted its stake in Microsoft by 4.6% during the 3rd quarter. IVC Wealth Advisors LLC now owns 4,186 shares of the software giant’s stock worth $2,168,000 after purchasing an additional 185 shares during the last quarter. 71.13% of the stock is currently owned by hedge funds and other institutional investors.

Microsoft Price Performance

MSFT stock opened at $487.61 on Friday. Microsoft Corporation has a 52-week low of $344.79 and a 52-week high of $555.45. The company has a quick ratio of 1.39, a current ratio of 1.40 and a debt-to-equity ratio of 0.10. The stock has a market cap of $3.62 trillion, a price-to-earnings ratio of 34.68, a price-to-earnings-growth ratio of 1.83 and a beta of 1.07. The business has a fifty day moving average of $497.67 and a two-hundred day moving average of $503.31.

Microsoft (NASDAQ:MSFT) last announced its quarterly earnings results on Wednesday, October 29th. The software giant reported $4.13 EPS for the quarter, beating the consensus estimate of $3.65 by $0.48. The business had revenue of $77.67 billion for the quarter, compared to analyst estimates of $75.49 billion. Microsoft had a return on equity of 32.45% and a net margin of 35.71%.The company’s quarterly revenue was up 18.4% on a year-over-year basis. During the same quarter in the prior year, the company posted $3.30 EPS. As a group, research analysts anticipate that Microsoft Corporation will post 13.08 earnings per share for the current year.

Microsoft Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Thursday, March 12th. Shareholders of record on Thursday, February 19th will be paid a dividend of $0.91 per share. This represents a $3.64 annualized dividend and a yield of 0.7%. The ex-dividend date of this dividend is Thursday, February 19th. Microsoft’s dividend payout ratio (DPR) is 25.89%.

Analyst Upgrades and Downgrades

MSFT has been the subject of a number of recent research reports. UBS Group reiterated a “buy” rating and issued a $650.00 target price on shares of Microsoft in a research report on Thursday, October 30th. The Goldman Sachs Group reissued a “buy” rating and issued a $630.00 target price on shares of Microsoft in a research note on Tuesday, October 28th. Jefferies Financial Group reaffirmed a “buy” rating and issued a $675.00 price target on shares of Microsoft in a report on Wednesday, December 3rd. Guggenheim set a $675.00 price objective on Microsoft in a research report on Wednesday, November 19th. Finally, Robert W. Baird initiated coverage on Microsoft in a report on Friday, November 14th. They issued an “outperform” rating and a $600.00 target price for the company. Two investment analysts have rated the stock with a Strong Buy rating, thirty-seven have assigned a Buy rating and four have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $631.03.

Insider Buying and Selling at Microsoft

In other Microsoft news, EVP Takeshi Numoto sold 2,850 shares of Microsoft stock in a transaction dated Thursday, December 4th. The shares were sold at an average price of $478.72, for a total transaction of $1,364,352.00. Following the completion of the sale, the executive vice president directly owned 55,782 shares in the company, valued at $26,703,959.04. This trade represents a 4.86% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Bradford L. Smith sold 38,500 shares of the company’s stock in a transaction that occurred on Monday, November 3rd. The stock was sold at an average price of $518.64, for a total transaction of $19,967,640.00. Following the completion of the transaction, the insider owned 461,597 shares in the company, valued at approximately $239,402,668.08. This represents a 7.70% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 54,100 shares of company stock worth $27,598,872 over the last three months. Insiders own 0.03% of the company’s stock.

Key Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Wedbush reiterated an Outperform and set a $625 price target, calling MSFT a “core AI winner” — this boosts buy-side conviction that Microsoft will convert AI investments into outsized revenue and supports higher multiple expansion. Wedbush Calls Microsoft (MSFT) a Core AI Winner With $625 Price Target
• Positive Sentiment: Analyst and media pieces (Seeking Alpha et al.) argue Microsoft is the “real AI winner in plain sight,” reinforcing the narrative that Azure, Copilot integrations and enterprise lock‑in position MSFT to capture long‑term AI revenue. Microsoft: The Real AI Winner Hiding In Plain Sight
• Positive Sentiment: MarketBeat highlights Microsoft’s durable switching costs (Office, Azure, identity) and embedded enterprise workflows — a reminder to investors that customer stickiness can protect margins and sustain recurring revenue. Microsoft May Look Pricey, But Customers Can’t Walk Away
• Neutral Sentiment: OpenAI (which Microsoft backs) appears closer to showing ads in ChatGPT — a potential new revenue lever but uncertain timing/monetization; investors view this as a watch item rather than an immediate earnings driver. OpenAI Is Getting Closer to Showing Ads on ChatGPT
• Neutral Sentiment: Social/quant summaries note strong Azure/AI growth but also heavy FY25 capex and significant insider sales; these data points keep volatility elevated as investors debate growth vs. capital intensity. Microsoft Stock (MSFT) Opinions on AI and Cloud Growth
• Negative Sentiment: Reports question whether Microsoft is “overbuilding” data centers and note Copilot adoption challenges; rising capex and slower-than-expected enterprise adoption could pressure margins and temper near‑term returns. Is Microsoft overbuilding? Microsoft stock (NASDAQ:MSFT) ticks up with mounting concern
• Negative Sentiment: Coverage noting Copilot adoption friction and Nadella stepping in as product overseer raises execution risk headlines — such operational concerns can fuel short‑term selling despite the longer‑term AI story. Microsoft CEO Satya Nadella steps up as AI product overseer amid Copilot adoption challenges

Microsoft 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).