Microsoft Corporation $MSFT Stake Lifted by RFG Advisory LLC

RFG Advisory LLC boosted its stake in Microsoft Corporation (NASDAQ:MSFT) by 4.3% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 62,674 shares of the software giant’s stock after buying an additional 2,576 shares during the period. Microsoft accounts for approximately 0.7% of RFG Advisory LLC’s investment portfolio, making the stock its 20th largest holding. RFG Advisory LLC’s holdings in Microsoft were worth $32,462,000 at the end of the most recent reporting period.

Several other institutional investors have also modified their holdings of the company. Longfellow Investment Management Co. LLC boosted 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 worth $29,000 after buying an additional 20 shares during the period. Bayforest Capital Ltd bought a new stake in Microsoft during the 3rd quarter valued at $38,000. LSV Asset Management bought a new stake in Microsoft during the 4th quarter valued at $44,000. Sellwood Investment Partners LLC acquired a new position in Microsoft during the 3rd quarter worth $49,000. Finally, University of Illinois Foundation bought a new position in shares of Microsoft in the second quarter worth $50,000. Institutional investors own 71.13% of the company’s stock.

Insider Buying and Selling at Microsoft

In related news, Director John W. Stanton purchased 5,000 shares of the company’s stock in a transaction that occurred on Wednesday, February 18th. The shares were purchased at an average price of $397.35 per share, with a total value of $1,986,750.00. Following the purchase, the director owned 83,905 shares of the company’s stock, valued at $33,339,651.75. This trade represents a 6.34% increase in their position. The acquisition was disclosed in a document filed with the SEC, which is available at the SEC website. 0.03% of the stock is owned by company insiders.

Trending Headlines about 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

Microsoft Trading Up 1.4%

Microsoft stock opened at $410.68 on Friday. The firm has a market cap of $3.05 trillion, a price-to-earnings ratio of 25.68, a price-to-earnings-growth ratio of 1.58 and a beta of 1.10. Microsoft Corporation has a 1 year low of $344.79 and a 1 year high of $555.45. The firm’s 50 day moving average price is $436.98 and its two-hundred day moving average price is $480.53. The company has a debt-to-equity ratio of 0.09, a quick ratio of 1.38 and a current ratio of 1.39.

Microsoft (NASDAQ:MSFT) last released its quarterly earnings data on Wednesday, January 28th. The software giant reported $4.14 earnings per share for the quarter, topping the consensus estimate of $3.86 by $0.28. The business had revenue of $81.27 billion during the quarter, compared to analyst estimates of $80.28 billion. Microsoft had a return on equity of 32.34% and a net margin of 39.04%.The company’s revenue was up 16.7% compared to the same quarter last year. During the same period last year, the company posted $3.23 EPS. On average, research analysts predict that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

Wall Street Analyst Weigh In

A number of equities research analysts recently weighed in on MSFT shares. Scotiabank cut their price objective on shares of Microsoft from $650.00 to $600.00 and set a “sector outperform” rating on the stock in a research note on Thursday, January 29th. Jefferies Financial Group restated a “buy” rating on shares of Microsoft in a research report on Thursday. Wall Street Zen lowered shares of Microsoft from a “buy” rating to a “hold” rating in a research note on Sunday, January 18th. Evercore lowered their price objective on shares of Microsoft from $640.00 to $580.00 and set an “outperform” rating on the stock in a research note on Thursday, January 29th. Finally, HSBC dropped their target price on Microsoft from $667.00 to $588.00 and set a “buy” rating on the stock in a report on Thursday, January 29th. Two investment analysts have rated the stock with a Strong Buy rating, thirty-nine have given a Buy rating and four have assigned a Hold rating to the stock. According to MarketBeat, Microsoft has a consensus rating of “Moderate Buy” and a consensus price target of $591.95.

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).