Unique Wealth LLC Sells 2,526 Shares of Microsoft Corporation $MSFT

Unique Wealth LLC lessened its stake in shares of Microsoft Corporation (NASDAQ:MSFT) by 15.7% in the 4th quarter, according to its most recent disclosure with the SEC. The firm owned 13,570 shares of the software giant’s stock after selling 2,526 shares during the period. Microsoft accounts for about 0.9% of Unique Wealth LLC’s investment portfolio, making the stock its 24th biggest holding. Unique Wealth LLC’s holdings in Microsoft were worth $6,563,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors have also bought and sold shares of MSFT. Norges Bank purchased a new stake in shares of Microsoft in the second quarter worth $50,493,678,000. Nuveen LLC bought a new stake in Microsoft during the 1st quarter valued at approximately $18,733,827,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its stake in Microsoft by 500.0% during the 3rd quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 59,543,261 shares of the software giant’s stock valued at $30,840,432,000 after purchasing an additional 49,618,571 shares during the period. Laurel Wealth Advisors LLC boosted its stake in Microsoft by 49,640.3% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 29,967,038 shares of the software giant’s stock worth $14,905,904,000 after purchasing an additional 29,906,791 shares during the period. Finally, Vanguard Group Inc. boosted its stake in Microsoft by 2.0% in the 2nd quarter. Vanguard Group Inc. now owns 705,077,786 shares of the software giant’s stock worth $350,712,742,000 after purchasing an additional 13,691,572 shares during the period. Hedge funds and other institutional investors own 71.13% of the company’s stock.

Insider Activity at Microsoft

In other news, EVP Kathleen T. Hogan sold 12,321 shares of Microsoft stock in a transaction that occurred 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 transaction, the executive vice president owned 137,933 shares in the company, valued at approximately $56,486,322.16. The trade was a 8.20% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director John W. Stanton bought 5,000 shares of the business’s stock in a transaction dated Wednesday, February 18th. The shares were bought at an average cost of $397.35 per share, for a total transaction of $1,986,750.00. Following the transaction, the director owned 83,905 shares in the company, valued at approximately $33,339,651.75. The trade was a 6.34% increase in their position. The SEC filing for this purchase provides additional information. Insiders own 0.03% of the company’s stock.

Wall Street Analyst Weigh In

Several equities research analysts have recently issued reports on the stock. Citigroup reduced their price objective on shares of Microsoft from $660.00 to $635.00 and set a “buy” rating on the stock in a research report on Thursday, January 29th. Phillip Securities raised shares of Microsoft from a “moderate buy” rating to a “strong-buy” rating in a research note on Sunday, February 1st. KeyCorp reduced their price target on shares of Microsoft from $630.00 to $600.00 and set an “overweight” rating on the stock in a report on Thursday, January 29th. Mizuho decreased their price target on shares of Microsoft from $640.00 to $620.00 and set an “outperform” rating on the stock in a research note on Wednesday, January 21st. Finally, Sanford C. Bernstein reissued an “outperform” rating and set a $641.00 price objective (down from $645.00) on shares of Microsoft in a report on Thursday, January 29th. Two equities 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. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $591.87.

Microsoft Price Performance

Microsoft stock opened at $381.35 on Monday. 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 1.38, a current ratio of 1.39 and a debt-to-equity ratio of 0.09. The firm’s fifty day moving average is $418.85 and its 200 day moving average is $471.78. The company has a market cap of $2.83 trillion, a price-to-earnings ratio of 23.85, a PEG ratio of 1.49 and a beta of 1.10.

Microsoft (NASDAQ:MSFT) last issued its quarterly earnings data on Wednesday, January 28th. The software giant reported $4.14 EPS for the quarter, topping analysts’ consensus estimates of $3.86 by $0.28. Microsoft had a net margin of 39.04% and a return on equity of 32.34%. The business had revenue of $81.27 billion during the quarter, compared to analysts’ expectations of $80.28 billion. During the same period last year, the company posted $3.23 EPS. The business’s 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 Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, June 11th. Shareholders of record on Thursday, May 21st will be paid a dividend of $0.91 per share. This represents a $3.64 annualized dividend and a yield of 1.0%. The ex-dividend date of this dividend is Thursday, May 21st. Microsoft’s payout ratio is presently 22.76%.

Key Stories Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft is expanding AI security and automation partnerships that deepen Azure and Copilot workflows (partners include Accenture, UiPath, Lumel, Expedience, DataBahn and Opsera), which supports enterprise sales and recurring revenue potential. Microsoft’s Expanding AI Security Partnerships Deepen Azure And Copilot Workflows
• Positive Sentiment: MSFT has begun validating Nvidia’s next‑gen Vera Rubin NVL72 systems for large AI workloads — a sign it’s building out competitive, scaleable AI infrastructure that supports high-margin cloud AI services. Microsoft Corporation (MSFT) Starts Validating Nvidia’s Vera Rubin NVL72 for AI Workloads
• Positive Sentiment: Major sell‑side firms (RBC Capital, Jefferies) are maintaining bullish ratings and high price targets, reinforcing long‑term analyst conviction that Microsoft can monetize AI investments. RBC Capital and Jefferies Keep Bullish Ratings on Microsoft (MSFT)
• Positive Sentiment: Microsoft says it will make Windows 11 “calmer” with fewer upsells/ads — a UX move that could slow user frustration and improve retention for consumer ecosystems tied to Office and Copilot adoption. Microsoft says it’ll make Windows 11 a calmer OS with fewer upsells or ads, as it tries to win back users – Windows Latest
• Neutral Sentiment: Leadership and product changes: Microsoft is reorganizing Copilot teams, tightening access to premium Copilot features and refocusing infrastructure — moves that aim to improve monetization but carry short‑term execution risk. Microsoft Refocuses Copilot AI And Infrastructure As Investors Weigh Valuation
• Neutral Sentiment: Microsoft appears as a core holding in actively managed dividend and AI ETFs, keeping steady passive/ETF demand even as individual investor flows ebb. (Market fund inclusion can stabilize long‑term demand.)
• Neutral Sentiment: Legislative/tendering angle: a proposed Federal Loan Systems modernization bill lists Microsoft as a potential cloud/vendor candidate — a small but positive source of future enterprise work if it proceeds. New Bill: Representative Brad Finstad introduces H.R. 7789: Federal Loan Systems Modernization Act of 2026
• Negative Sentiment: Near‑term selling reflects investor jitters over large, upfront AI infrastructure spending, uncertain timing of returns and valuation compression — analysts and commentators note MSFT’s multiple is at a multi‑year low, which fuels volatility. Microsoft Stock Faces Jitters as Bold Bets Mount

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).