J. L. Bainbridge & Co. Inc. Sells 3,186 Shares of Microsoft Corporation $MSFT

Posted by Kim Johansen on Jan 10th, 2026

J. L. Bainbridge & Co. Inc. lessened its holdings in Microsoft Corporation (NASDAQ:MSFT – Free Report) by 1.0% in the third quarter, HoldingsChannel.com reports. The firm owned 318,281 shares of the software giant’s stock after selling 3,186 shares during the period. Microsoft accounts for approximately 13.7% of J. L. Bainbridge & Co. Inc.’s investment portfolio, making the stock its biggest holding. J. L. Bainbridge & Co. Inc.’s holdings in Microsoft were worth $164,854,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently modified their holdings of the business. Enzi Wealth lifted its position in shares of Microsoft by 1.9% in the 3rd quarter. Enzi Wealth now owns 1,804 shares of the software giant’s stock worth $923,000 after buying an additional 33 shares during the last quarter. Sunburst Financial Group LLC lifted its holdings in Microsoft by 0.4% in the third quarter. Sunburst Financial Group LLC now owns 8,410 shares of the software giant’s stock worth $4,356,000 after acquiring an additional 33 shares during the last quarter. Perigon Wealth Management LLC boosted its stake in Microsoft by 5.4% in the third quarter. Perigon Wealth Management LLC now owns 168,021 shares of the software giant’s stock valued at $87,027,000 after acquiring an additional 8,570 shares during the period. Parisi Gray Wealth Management grew its holdings in shares of Microsoft by 0.3% during the third quarter. Parisi Gray Wealth Management now owns 26,032 shares of the software giant’s stock valued at $13,483,000 after purchasing an additional 69 shares during the last quarter. Finally, Client 1ST Advisory Group LLC raised its position in shares of Microsoft by 14.3% during the 3rd quarter. Client 1ST Advisory Group LLC now owns 3,910 shares of the software giant’s stock worth $2,025,000 after purchasing an additional 489 shares during the period. 71.13% of the stock is owned by institutional investors and hedge funds.

Microsoft Stock Up 0.2%

Microsoft stock opened at $479.28 on Friday. Microsoft Corporation has a 52 week low of $344.79 and a 52 week high of $555.45. The stock has a market cap of $3.56 trillion, a price-to-earnings ratio of 34.09, a PEG ratio of 1.79 and a beta of 1.07. The company’s 50-day moving average price is $488.14 and its two-hundred day moving average price is $503.62. The company has a current ratio of 1.40, a quick ratio of 1.39 and a debt-to-equity ratio of 0.10.

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

Microsoft Announces Dividend

The company also recently declared 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 dividend on an annualized basis and a yield of 0.8%. The ex-dividend date of this dividend is Thursday, February 19th. Microsoft’s dividend payout ratio (DPR) is presently 25.89%.

Trending Headlines about Microsoft

Here are the key news stories impacting Microsoft this week:

Positive Sentiment: Office 365 subscription growth is accelerating (commercial + consumer uptake, higher-tier migration and AI features boosting revenue per user), which supports recurring revenue and margin resilience. MSFT’s Office 365 Subscription Growth Picks Up
Positive Sentiment: Microsoft launched agentic AI solutions for retailers (automation across merchandising, store ops and fulfillment) — expands monetization avenues for Azure/Copilot in commerce. Microsoft Introduces Agentic AI Solutions for Retailers
Positive Sentiment: PayPal will power Copilot Checkout flows, a partnership that helps drive payments volume inside Microsoft’s Copilot ecosystem and could lift monetization of consumer workflows. PayPal Teams With Microsoft to Power Checkout in Copilot
Positive Sentiment: Prominent commentators and analysts remain constructive — Jim Cramer voiced continued confidence in Microsoft, and firms (Wedbush/Jefferies/Scotiabank coverage) reiterate upside tied to Azure/AI momentum. These endorsements support investor sentiment. Jim Cramer Says “Going Forward, I Still Feel Pretty Good About Microsoft”
Neutral Sentiment: EU digital rule overhaul reportedly won’t impose heavy-handed restrictions on big tech — reduces a regulatory overhang but is broadly industry-wide news. Big Tech spared strict rules in EU digital rule overhaul
Negative Sentiment: Reports say AI‑capable PC sales came in below expectations, denting the near‑term hardware/AI upgrade narrative that had been a tailwind for Microsoft’s Windows/partner ecosystem. “AI Confuses Them More Than it Helps…”: Microsoft Stock Slips as AI PC Sales Less Than Expected
Negative Sentiment: Rumors of large job cuts circulated (company communications called the figures inaccurate), creating headline risk around rising AI costs and cost‑base adjustments. Short-term volatility can follow such reports even when later denied. “100 Percent Made Up”: Microsoft Stock Slips in Response to Layoff Rumors
Negative Sentiment: Local opposition emerged after Microsoft was identified as the developer behind a contentious Michigan data‑center proposal — potential permitting delays and PR drag. Microsoft behind controversial data center proposal in Michigan

Insider Activity

In other news, insider Bradford L. Smith sold 38,500 shares of the business’s stock in a transaction on Monday, November 3rd. The stock was sold at an average price of $518.64, for a total value of $19,967,640.00. Following the sale, the insider owned 461,597 shares of the company’s stock, valued at approximately $239,402,668.08. The trade was a 7.70% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Takeshi Numoto sold 2,850 shares of the firm’s stock in a transaction dated 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 directly owned 55,782 shares of the company’s stock, valued at $26,703,959.04. This represents a 4.86% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 54,100 shares of company stock worth $27,598,872. 0.03% of the stock is owned by company insiders.

Analyst Ratings Changes

A number of research analysts recently issued reports on the company. Redburn Partners set a $560.00 price objective on Microsoft in a research report on Wednesday, October 22nd. Sanford C. Bernstein boosted their price target on shares of Microsoft from $637.00 to $645.00 and gave the company an “outperform” rating in a report on Thursday, October 30th. Baird R W raised shares of Microsoft to a “strong-buy” rating in a report on Friday, November 14th. BMO Capital Markets reduced their target price on shares of Microsoft from $650.00 to $625.00 and set an “outperform” rating for the company in a research note on Thursday, October 30th. Finally, BNP Paribas Exane raised their price target on shares of Microsoft from $630.00 to $632.00 and gave the company an “outperform” rating in a research note on Monday, November 3rd. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-seven have assigned a Buy rating and four have given a Hold rating to the company. According to data from MarketBeat.com, Microsoft currently has an average rating of “Moderate Buy” and a consensus price target of $630.11.

Check Out Our Latest Analysis on Microsoft

About Microsoft

(Free Report)

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).