Microsoft Corporation $MSFT is MassMutual Private Wealth & Trust FSB’s 3rd Largest Position

MassMutual Private Wealth & Trust FSB cut its holdings in shares of Microsoft Corporation (NASDAQ:MSFT) by 2.7% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 372,154 shares of the software giant’s stock after selling 10,140 shares during the period. Microsoft comprises approximately 4.6% of MassMutual Private Wealth & Trust FSB’s investment portfolio, making the stock its 3rd biggest holding. MassMutual Private Wealth & Trust FSB’s holdings in Microsoft were worth $179,981,000 as of its most recent SEC filing.

Several other hedge funds also recently added to or reduced their stakes in MSFT. Longfellow Investment Management Co. LLC grew its holdings in Microsoft by 51.3% during the second quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant’s stock worth $29,000 after acquiring an additional 20 shares during the period. Bayforest Capital Ltd acquired a new position in shares of Microsoft in the third quarter worth about $38,000. Sellwood Investment Partners LLC acquired a new position in shares of Microsoft in the third quarter worth about $49,000. University of Illinois Foundation purchased a new stake in shares of Microsoft during the 2nd quarter worth about $50,000. Finally, Stance Capital LLC purchased a new position in shares of Microsoft in the 3rd quarter valued at about $54,000. 71.13% of the stock is owned by hedge funds and other institutional investors.

Microsoft Trading Down 0.5%

Shares of MSFT stock opened at $371.04 on Thursday. Microsoft Corporation has a fifty-two week low of $344.79 and a fifty-two week high of $555.45. 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 stock’s fifty day moving average is $413.24 and its two-hundred day moving average is $469.35. The firm has a market capitalization of $2.76 trillion, a P/E ratio of 23.20, a PEG ratio of 1.47 and a beta of 1.10.

Microsoft (NASDAQ:MSFT) last issued its earnings results on Wednesday, January 28th. The software giant reported $4.14 EPS for the quarter, beating analysts’ consensus estimates of $3.86 by $0.28. The business 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 company’s quarterly revenue was up 16.7% compared to the same quarter last year. During the same period in the prior year, the business earned $3.23 earnings per share. Research analysts expect that Microsoft Corporation will post 13.08 earnings per share for the current fiscal year.

Microsoft Dividend Announcement

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

Insider Buying and Selling

In related news, Director John W. Stanton bought 5,000 shares of the stock in a transaction dated Wednesday, February 18th. The shares were acquired at an average cost of $397.35 per share, for a total transaction of $1,986,750.00. Following the acquisition, the director directly owned 83,905 shares in the company, valued at approximately $33,339,651.75. This trade represents a 6.34% increase in their position. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Kathleen T. Hogan sold 12,321 shares of the company’s stock in a transaction that occurred on Friday, March 6th. The shares were 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 owned 137,933 shares of the company’s stock, valued at $56,486,322.16. This trade represents a 8.20% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Company insiders own 0.03% of the company’s stock.

Trending Headlines about Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: BofA reinstated coverage with a Buy and a $500 price target, highlighting Azure and Copilot as drivers for multiyear upside. BofA Projects 31% Rally
• Positive Sentiment: Microsoft and Nvidia unveiled an AI partnership aimed at accelerating nuclear-energy design and operations — a potential new commercial use case that underscores enterprise AI tailwinds. Microsoft, Nvidia Team Up To Build AI-Powered Nuclear Energy Future
• Neutral Sentiment: Leadership and HR changes (including the departure of Microsoft’s diversity chief and a wider HR reorganization) are underway — operationally important but with an unclear near-term impact on revenue. Microsoft’s diversity chief is leaving
• Negative Sentiment: MarketWatch reports this is MSFT’s worst quarter in 17 years, citing weak near-term trends in cloud and software that may not be quickly fixed — a primary driver of negative sentiment. Microsoft’s stock is having its worst quarter in 17 years
• Negative Sentiment: UBS trimmed its 12‑month price target (from $600 to $510), flagging investor scrutiny on M365 and Copilot monetization — a sign analysts see slower near-term upside even if long‑term views remain constructive. Microsoft price target lowered on M365, Copilot questions
• Negative Sentiment: OpenAI’s investor document lists heavy reliance on Microsoft for financing and compute as a top risk — this disclosure increases perceived counterparty/partner concentration risk. OpenAI Flags Microsoft as ‘Top Risk’
• Negative Sentiment: Coverage noting Copilot retention/monetization issues and rising AI infrastructure spending suggests the stock will need clearer product traction or margin evidence to resume a sustainable rally. Microsoft Shows “Sense of Urgency,” But MSFT Stock Will Only Rally on This Condition

Analysts Set New Price Targets

Several analysts have commented on the company. Weiss Ratings lowered Microsoft from a “buy (b-)” rating to a “hold (c+)” rating in a report on Tuesday. Sanford C. Bernstein reiterated an “outperform” rating and set a $641.00 target price (down from $645.00) on shares of Microsoft in a research report on Thursday, January 29th. New Street Research boosted their price target on shares of Microsoft from $670.00 to $675.00 and gave the stock a “buy” rating in a report on Thursday, January 29th. Evercore reduced their price objective on shares of Microsoft from $640.00 to $580.00 and set an “outperform” rating for the company in a research report on Thursday, January 29th. Finally, JPMorgan Chase & Co. decreased their price objective on shares of Microsoft from $575.00 to $550.00 and set an “overweight” rating on the stock in a report on Thursday, January 29th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-eight have issued a Buy rating and five have given a Hold rating to the company. According to data from MarketBeat, Microsoft presently has an average rating of “Moderate Buy” and a consensus target price of $588.97.

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).