SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co Has $6.16 Million Stake in Microsoft Corporation $MSFT

SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co trimmed its position in shares of Microsoft Corporation (NASDAQ:MSFT) by 13.9% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 12,132 shares of the software giant’s stock after selling 1,960 shares during the quarter. Microsoft accounts for 4.4% of SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co’s portfolio, making the stock its 9th largest position. SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co’s holdings in Microsoft were worth $6,164,000 at the end of the most recent reporting period.

A number of other large investors have also made changes to their positions in the company. WFA Asset Management Corp raised its position in shares of Microsoft by 27.0% during the first quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant’s stock worth $427,000 after purchasing an additional 216 shares during the period. Ironwood Wealth Management LLC. increased its stake in Microsoft by 0.3% during the 2nd quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant’s stock worth $5,658,000 after purchasing an additional 38 shares in the last quarter. Discipline Wealth Solutions LLC raised its holdings in Microsoft by 410.4% during the 3rd quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant’s stock worth $1,144,000 after buying an additional 2,138 shares during the period. Wealth Group Ltd. raised its holdings in Microsoft by 1.2% during the 4th quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant’s stock worth $1,000,000 after buying an additional 28 shares during the period. Finally, Eagle Capital Management LLC lifted its stake in Microsoft by 0.4% in the fourth quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant’s stock valued at $9,735,000 after buying an additional 96 shares in the last quarter. Institutional investors own 71.13% of the company’s stock.

Insider Buying and Selling

In other news, Director John W. Stanton purchased 5,000 shares of the business’s stock in a transaction on Wednesday, February 18th. The stock was purchased at an average price of $397.35 per share, for a total transaction of $1,986,750.00. Following the completion of the purchase, the director directly owned 83,905 shares in the company, valued at $33,339,651.75. The trade was a 6.34% increase in their position. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. 0.03% of the stock is currently owned by corporate insiders.

Microsoft Stock Up 1.4%

MSFT stock opened at $410.68 on Friday. The company has a market cap of $3.05 trillion, a price-to-earnings ratio of 25.68, a P/E/G ratio of 1.58 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 business has a 50 day moving average price of $436.98 and a two-hundred day moving average price of $480.53. The company has a quick ratio of 1.38, a current ratio of 1.39 and a debt-to-equity ratio of 0.09.

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, topping 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 company had revenue of $81.27 billion for the quarter, compared to analysts’ expectations of $80.28 billion. During the same quarter in the prior year, the business posted $3.23 EPS. The business’s revenue was up 16.7% compared to the same quarter last year. Analysts anticipate that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

Analyst Ratings Changes

Several equities research analysts have recently issued reports on MSFT shares. Jefferies Financial Group reissued a “buy” rating on shares of Microsoft in a research report on Thursday. Stifel Nicolaus reiterated a “hold” rating and set a $392.00 target price (down from $540.00) on shares of Microsoft in a report on Thursday, February 5th. New Street Research boosted their price target on Microsoft from $670.00 to $675.00 and gave the company a “buy” rating in a report on Thursday, January 29th. HSBC decreased their price objective on Microsoft from $667.00 to $588.00 and set a “buy” rating for the company in a report on Thursday, January 29th. Finally, Mizuho cut their target price on Microsoft from $640.00 to $620.00 and set an “outperform” rating on the stock in a research note on Wednesday, January 21st. Two analysts have rated the stock with a Strong Buy rating, thirty-nine have issued a Buy rating and four have assigned a Hold rating to the company. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $591.95.

Key Headlines Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Large AI spending and the semiconductor rally underpin demand for Microsoft’s cloud and AI infrastructure — investors see the $650B+ AI buildout as a tailwind for Azure and AI services. The $650 Billion AI Surge Is Here—2 Semiconductor ETFs to Play It
• Positive Sentiment: New customer/partner wins: Microsoft signed an MoU with Codelco to explore AI, analytics and automation for mining — a concrete enterprise adoption signal. Codelco, Microsoft sign AI deal for mining operations
• Positive Sentiment: Security and ecosystem momentum: Microsoft helped dismantle the Tycoon 2FA phishing operation and sees partners joining its security programs (Blue Cycle joining MISA), reinforcing its security leadership and partner distribution. Coinbase, Microsoft and Europol take down phishing service ‘Tycoon 2FA’ Blue Cycle LLC joins Microsoft Intelligent Security Association (MISA)
• Neutral Sentiment: Technical/sector rotation: commentary suggests a “right‑tail” rotation back into oversold software/AI names, which may amplify short‑term strength in MSFT even as fundamentals are sorted. Right Tail Rotation Still Working
• Neutral Sentiment: Cybersecurity peer strength (Okta beat) highlights demand for identity/security services — good for sector sentiment but also underscores competition in identity and AI agent governance. Okta Earnings Beat, But Growth Questions Remain
• Negative Sentiment: OpenAI moves and funding raise strategic questions: reports that OpenAI is developing alternatives to Microsoft‑owned developer tools (e.g., GitHub) and the big outside funding round complicate the partnership narrative and could weaken Microsoft’s exclusivity benefits. OpenAI is developing alternative to Microsoft’s GitHub
• Negative Sentiment: Valuation and execution concerns persist: recent downgrades, commentary about a sizable YTD pullback and articles asking if the pullback is a buy signal show investors are split between long‑term AI conviction and short‑term margin/capex worries. Down 15% in 2026, Should You Buy the Dip in Microsoft Stock? Melius Research and Stifel Downgrade Microsoft to Hold
• Negative Sentiment: Operational/reputation noise: reports of widespread Outlook email blocking attracted criticism and could pose short‑term customer friction or regulatory scrutiny. Microsoft Draws Internet Ire Over Wave of Email Blocking

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).