Microsoft Corporation $MSFT Holdings Boosted by Perkins Coie Trust Co

Perkins Coie Trust Co lifted its holdings in Microsoft Corporation (NASDAQ:MSFT) by 7.5% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 68,309 shares of the software giant’s stock after acquiring an additional 4,753 shares during the period. Microsoft accounts for about 6.7% of Perkins Coie Trust Co’s portfolio, making the stock its 3rd biggest holding. Perkins Coie Trust Co’s holdings in Microsoft were worth $35,381,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Longfellow Investment Management Co. LLC raised its position in shares of Microsoft by 51.3% during the second quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant’s stock valued at $29,000 after buying an additional 20 shares during the last quarter. Bulwark Capital Corp purchased a new position in Microsoft during the second quarter valued at $32,000. Westend Capital Management LLC increased its holdings in Microsoft by 386.7% in the 2nd quarter. Westend Capital Management LLC now owns 73 shares of the software giant’s stock valued at $36,000 after acquiring an additional 58 shares during the last quarter. LSV Asset Management purchased a new stake in Microsoft in the 4th quarter worth $44,000. Finally, University of Illinois Foundation purchased a new stake in Microsoft in the 2nd quarter worth $50,000. Institutional investors own 71.13% of the company’s stock.

Key Stores Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Wedbush’s Dan Ives labels Microsoft a “compelling” buy for 2026 and sets a $625 target, arguing MSFT is an overlooked AI winner with ~30% upside — a catalyst for buyer interest. This Dividend-Yielding Tech Stock Looks a ‘Compelling Buy’ for 2026 After 2 Years of Underperformance
• Positive Sentiment: Multiple firms (Evercore, Wedbush, others) reiterated Outperform/Overweight ratings and high price targets (median ~$639), supporting upside expectations and fresh buying by institutions. Microsoft, Salesforce Lead Evercore’s 2026 Picks
• Positive Sentiment: Social and data-driven commentary highlights continued AI and Azure strength (Azure growth cited >30% YoY) and investor excitement around Copilot/AI infrastructure demand — a core growth narrative. Microsoft Stock (MSFT) Opinions on AI and Cloud Growth
• Neutral Sentiment: OpenAI appears closer to showing ads on ChatGPT — could create a new monetization stream that indirectly benefits Microsoft, but timing/terms and competitive/regulatory implications remain uncertain. OpenAI Is Getting Closer to Showing Ads on ChatGPT
• Neutral Sentiment: Macro view: strategists expect a solid 2026 for stocks but warn of rising volatility — a backdrop that can amplify MSFT moves in either direction. Wall Street Expects a Solid 2026 for Stocks. But the ‘Risks Are Growing’
• Negative Sentiment: Notable insider selling (including several executive sales) and reports of heavy insider dispositions can dent investor confidence about timing/valuation. Microsoft Stock (MSFT) Opinions on AI and Cloud Growth
• Negative Sentiment: CapEx and “overbuilding” risk: coverage highlights very large AI/data-center investments (reported multibillion-dollar capex) which could pressure margins if AI monetization lags. Microsoft: Not Immune To The Risk Of Overbuilding
• Negative Sentiment: Product/adoption concerns: reports say Copilot adoption has been slower than hoped, prompting CEO Satya Nadella to take a more hands‑on product role — a short‑term execution risk. Microsoft CEO Satya Nadella steps up as AI product overseer amid Copilot adoption challenges: report
• Negative Sentiment: Policy/talent risk: the administration’s H‑1B overhaul (ending the pure lottery) could change talent sourcing/costs for big tech, a medium‑term headwind for staffing/AI hiring. Trump administration moves to overhaul how H-1B visas are granted, ending lottery system

Microsoft Stock Performance

NASDAQ:MSFT opened at $487.61 on Thursday. The firm has a market capitalization of $3.62 trillion, a PE ratio of 34.68, a PEG ratio of 1.82 and a beta of 1.07. The stock’s fifty day moving average is $498.15 and its 200 day moving average is $503.42. 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 0.10, a quick ratio of 1.39 and a current ratio of 1.40.

Microsoft (NASDAQ:MSFT) last posted its quarterly earnings data on Wednesday, October 29th. The software giant reported $4.13 EPS for the quarter, topping the consensus estimate of $3.65 by $0.48. Microsoft had a net margin of 35.71% and a return on equity of 32.45%. The company had revenue of $77.67 billion during the quarter, compared to analyst estimates of $75.49 billion. During the same period in the previous year, the firm earned $3.30 earnings per share. Microsoft’s quarterly revenue was up 18.4% compared to the same quarter last year. On average, sell-side analysts anticipate that Microsoft Corporation will post 13.08 earnings per share for the current year.

Microsoft Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Thursday, March 12th. Investors of record on Thursday, February 19th will be issued a dividend of $0.91 per share. This represents a $3.64 annualized dividend and a yield of 0.7%. The ex-dividend date is Thursday, February 19th. Microsoft’s dividend payout ratio is presently 25.89%.

Analyst Ratings Changes

MSFT has been the subject of a number of research analyst reports. Wall Street Zen lowered Microsoft from a “buy” rating to a “hold” rating in a research report on Saturday, December 20th. KeyCorp restated an “overweight” rating on shares of Microsoft in a report on Thursday, October 30th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Microsoft in a report on Wednesday, October 8th. Morgan Stanley increased their target price on Microsoft from $625.00 to $650.00 and gave the company an “overweight” rating in a research report on Thursday, October 30th. Finally, HSBC boosted their price target on shares of Microsoft from $643.00 to $648.00 in a research report on Monday, October 27th. Two equities research 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. According to data from MarketBeat.com, Microsoft presently has an average rating of “Moderate Buy” and an average target price of $631.03.

Insider Buying and Selling

In other Microsoft news, CEO Judson Althoff sold 12,750 shares of the firm’s stock in a transaction dated 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 completion of the sale, the chief executive officer owned 129,349 shares of the company’s stock, valued at $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 is available at this hyperlink. Also, EVP Takeshi Numoto sold 2,850 shares of the business’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 transaction, the executive vice president owned 55,782 shares of the company’s stock, valued at $26,703,959.04. This trade represents a 4.86% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 54,100 shares of company stock valued at $27,598,872 in the last ninety days. 0.03% of the stock is owned by company insiders.

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).